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 |
|---|---|---|---|---|---|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
3,721
shares
|
$1.88 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
Nov 14, 2024 Q3 2024 |
3,717
shares
|
$1.88 Million
1.12% of portfolio
|
Q3 2024
Reduced 22.4%
|
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
3,711
shares
|
$1.87 Million
0.24% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
Cutter & CO Brokerage, Inc.
|
Oct 25, 2024 Q3 2024 |
3,706
shares
|
$1.87 Million
0.45% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
3,706
shares
|
$1.87 Million
1.2% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
3,699
shares
|
$1.87 Million
0.41% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
3,686
shares
|
$1.86 Million
0.34% of portfolio
|
Q3 2024
Reduced 19.47%
|
|
|
Synergy Financial Group, LTD
|
Nov 15, 2024 Q3 2024 |
3,683
shares
|
$1.86 Million
1.76% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
3,674
shares
|
$1.85 Million
0.78% of portfolio
|
Q1 2024
Added 8.86%
|
|
|
Hms Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
3,667
shares
|
$1.85 Million
0.9% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3,657
shares
|
$1.85 Million
0.05% of portfolio
|
Q3 2024
Reduced 82.19%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
3,655
shares
|
$1.84 Million
0.33% of portfolio
|
Q3 2024
Reduced 48.3%
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
3,648
shares
|
$1.84 Million
1.49% of portfolio
|
Q3 2024
Reduced 8.39%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
3,630
shares
|
$1.83 Million
1.26% of portfolio
|
Q2 2022
Reduced 18.61%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
3,615
shares
|
$1.82 Million
1.1% of portfolio
|
Q3 2024
Reduced 11.4%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
3,610
shares
|
$1.82 Million
0.35% of portfolio
|
Q3 2024
Added 101.23%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
3,589
shares
|
$1.81 Million
0.49% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Nebula Research & Development LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,587
shares
|
$1.81 Million
0.21% of portfolio
|
Q3 2024
Added 72.62%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
3,576
shares
|
$1.8 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
3,573
shares
|
$1.8 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
3,565
shares
|
$1.8 Million
0.21% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
3,537
shares
|
$1.79 Million
0.86% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Violich Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
3,535
shares
|
$1.78 Million
0.23% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
3,516
shares
|
$1.77 Million
0.03% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
3,516
shares
|
$1.77 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.54%
|