Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,484 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 $361 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harrington Investments, Inc
|
Oct 11, 2024 Q3 2024 |
3,225
shares
|
$1.72 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
|
$1.72 Million
2.9% of portfolio
|
Q3 2024
Reduced 37.09%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
3,223
shares
|
$1.72 Million
0.74% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
3,219
shares
|
$1.72 Million
0.36% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
3,206
shares
|
$1.71 Million
0.73% of portfolio
|
Q1 2024
Added 54.36%
|
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
3,187
shares
|
$1.7 Million
0.48% of portfolio
|
Q3 2024
Reduced 30.37%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
3,183
shares
|
$1.7 Million
0.52% of portfolio
|
Q4 2024
Added 7.06%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Jan 23, 2025 Q4 2024 |
3,176
shares
|
$1.69 Million
1.37% of portfolio
|
Q4 2024
Reduced 3.08%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
3,175
shares
|
$1.69 Million
0.56% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
3,173
shares
|
$1.69 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
|
$1.69 Million
0.01% of portfolio
|
Q3 2024
Reduced 53.63%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
3,153
shares
|
$1.68 Million
0.06% of portfolio
|
Q3 2024
Reduced 14.69%
|
|
|
Commonwealth Retirement Investments LLC
Richmond, VA |
Nov 05, 2024 Q3 2024 |
3,139
shares
|
$1.67 Million
0.65% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
3,135
shares
|
$1.67 Million
0.17% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Ss&H Financial Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
3,129
shares
|
$1.67 Million
0.6% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jan 22, 2025 Q4 2024 |
3,127
shares
|
$1.67 Million
0.23% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Trust Investment Advisors
|
Nov 12, 2024 Q3 2024 |
3,126
shares
|
$1.67 Million
1.01% of portfolio
|
Q3 2024
Added 1.07%
|
|
|
Buckhead Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
3,120
shares
|
$1.66 Million
0.5% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jan 23, 2025 Q4 2024 |
3,120
shares
|
$1.66 Million
0.44% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
3,119
shares
|
$1.66 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Nov 05, 2024 Q3 2024 |
3,108
shares
|
$1.66 Million
0.35% of portfolio
|
Q3 2024
Reduced 30.9%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
3,108
shares
|
$1.66 Million
0.77% of portfolio
|
Q2 2024
Reduced 9.02%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
3,105
shares
|
$1.66 Million
0.08% of portfolio
|
Q3 2024
Added 18.51%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
3,100
shares
|
$1.65 Million
0.14% of portfolio
|
Q2 2023
Reduced 3.79%
|
|
|
Ratan Capital Management LP
Miami Beach, FL |
Nov 14, 2024 Q3 2024 |
3,100
shares
|
$1.65 Million
0.43% of portfolio
|
Q4 2022
Added 3.33%
|