Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,444 institutions that hold shares in the stock, with a total of 677 Million shares, which have been reported (via 13F filing form) to have a value of $342 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
4,086
shares
|
$2.06 Million
0.32% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
4,070
shares
|
$2.05 Million
0.49% of portfolio
|
Q3 2024
Added 83.33%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Oct 15, 2024 Q3 2024 |
4,069
shares
|
$2.05 Million
0.49% of portfolio
|
Q3 2024
Reduced 87.84%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
4,060
shares
|
$2.05 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
4,058
shares
|
$2.05 Million
0.39% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
4,054
shares
|
$2.05 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
4,054
shares
|
$2.05 Million
0.06% of portfolio
|
Q3 2024
Added 15.7%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
4,049
shares
|
$2.04 Million
0.48% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Mcdaniel Terry & CO
|
Oct 23, 2024 Q3 2024 |
4,040
shares
|
$2.04 Million
0.17% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Oct 16, 2024 Q3 2024 |
4,029
shares
|
$2.03 Million
1.15% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
4,018
shares
|
$2.03 Million
0.44% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
44 Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
4,006
shares
|
$2.02 Million
0.69% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
3,986
shares
|
$2.01 Million
0.83% of portfolio
|
Q2 2024
Reduced 16.99%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
3,986
shares
|
$2.01 Million
0.12% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
3,973
shares
|
$2.01 Million
0.19% of portfolio
|
Q3 2024
Reduced 10.07%
|
|
|
Barden Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
3,971
shares
|
$2 Million
1.74% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
3,971
shares
|
$2 Million
1.01% of portfolio
|
Q3 2024
Added 27.77%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
3,962
shares
|
$2 Million
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
3,952
shares
|
$1.99 Million
0.09% of portfolio
|
Q3 2024
Reduced 10.69%
|
|
|
Altman Advisors, Inc.
Chicago, IL |
Nov 08, 2024 Q3 2024 |
3,947
shares
|
$1.99 Million
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Provident CO Of The Employees Of The Hebrew University LTD
Jerusalem, L3 |
Nov 12, 2024 Q3 2024 |
3,947
shares
|
$1.99 Million
2.19% of portfolio
|
Q1 2024
New holding
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
3,938
shares
|
$1.99 Million
0.47% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
M. Kulyk & Associates, LLC
|
Nov 07, 2024 Q3 2024 |
3,936
shares
|
$1.99 Million
0.4% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
3,929
shares
|
$1.98 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
3,929
shares
|
$1.98 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.89%
|