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 |
|---|---|---|---|---|---|
|
Heron Financial Group, LLC
|
Aug 10, 2023 Q2 2023 |
3,333
shares
|
$1.68 Million
0.71% of portfolio
|
Q2 2023
Added 0.91%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
3,303
shares
|
$1.67 Million
0.07% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
3,289
shares
|
$1.66 Million
0.21% of portfolio
|
Q2 2023
Reduced 1.47%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2024 Q3 2024 |
3,288
shares
|
$1.66 Million
0.45% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
3,286
shares
|
$1.66 Million
0.12% of portfolio
|
Q3 2024
Added 43.49%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Nov 06, 2024 Q3 2024 |
3,277
shares
|
$1.65 Million
1.25% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
3,271
shares
|
$1.65 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
3,259
shares
|
$1.64 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Arbor Capital Management Inc
Anchorage, AK |
Nov 04, 2024 Q3 2024 |
3,254
shares
|
$1.64 Million
1.55% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
3,253
shares
|
$1.64 Million
0.18% of portfolio
|
Q1 2023
Added 0.49%
|
|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
3,253
shares
|
$1.64 Million
0.74% of portfolio
|
Q4 2022
Added 9.82%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
3,238
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
3,234
shares
|
$1.63 Million
0.51% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
3,230
shares
|
$1.63 Million
0.23% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
3,229
shares
|
$1.63 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Harrington Investments, Inc
|
Oct 11, 2024 Q3 2024 |
3,225
shares
|
$1.63 Million
0.88% of portfolio
|
Q3 2024
Added 13.96%
|
|
|
Riverpark Capital Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
3,225
shares
|
$1.63 Million
2.9% of portfolio
|
Q3 2024
Reduced 37.09%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
3,223
shares
|
$1.63 Million
0.74% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
3,222
shares
|
$1.63 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
3,219
shares
|
$1.62 Million
0.36% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
3,206
shares
|
$1.62 Million
0.73% of portfolio
|
Q1 2024
Added 54.36%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
3,187
shares
|
$1.61 Million
0.48% of portfolio
|
Q3 2024
Reduced 30.37%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
3,175
shares
|
$1.6 Million
0.56% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
3,173
shares
|
$1.6 Million
0.31% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
3,167
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 53.63%
|