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 |
|---|---|---|---|---|---|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
3,920
shares
|
$1.98 Million
0.05% of portfolio
|
Q3 2024
Added 6.18%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
3,908
shares
|
$1.97 Million
0.07% of portfolio
|
Q2 2024
Added 8.74%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Nov 14, 2024 Q3 2024 |
3,896
shares
|
$1.97 Million
0.27% of portfolio
|
Q3 2024
Reduced 69.83%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 29, 2024 Q3 2024 |
3,891
shares
|
$1.96 Million
1.4% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
3,890
shares
|
$1.96 Million
0.04% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
3,871
shares
|
$1.95 Million
0.31% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
3,867
shares
|
$1.95 Million
0.67% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Richwood Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,866
shares
|
$1.95 Million
1.58% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
3,850
shares
|
$1.94 Million
0.18% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
Nov 12, 2024 Q3 2024 |
3,840
shares
|
$1.94 Million
0.65% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
3,826
shares
|
$1.93 Million
0.07% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
3,826
shares
|
$1.93 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
3,823
shares
|
$1.93 Million
1.06% of portfolio
|
Q3 2024
Added 25.14%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
3,821
shares
|
$1.93 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
3,815
shares
|
$1.93 Million
0.57% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
|
Hilltop Partners LLC
Mishawaka, IN |
Nov 12, 2024 Q3 2024 |
3,815
shares
|
$1.93 Million
0.63% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
3,809
shares
|
$1.92 Million
1.52% of portfolio
|
Q4 2023
Reduced 9.5%
|
|
|
Milestone Resources Group LTD
|
Dec 09, 2024 Q3 2024 |
3,790
shares
|
$1.91 Million
0.07% of portfolio
|
Q3 2024
Reduced 97.95%
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
3,765
shares
|
$1.9 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
3,754
shares
|
$1.89 Million
0.9% of portfolio
|
Q3 2024
Reduced 10.81%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
3,749
shares
|
$1.89 Million
0.92% of portfolio
|
Q2 2024
Reduced 4.22%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
3,746
shares
|
$1.89 Million
0.18% of portfolio
|
Q3 2024
Reduced 9.28%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
3,741
shares
|
$1.89 Million
1.28% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
3,739
shares
|
$1.89 Million
0.32% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
3,732
shares
|
$1.88 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.08%
|