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 |
|---|---|---|---|---|---|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
3,037
shares
|
$1.53 Million
0.28% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
3,037
shares
|
$1.53 Million
0.53% of portfolio
|
Q3 2024
Reduced 74.58%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,033
shares
|
$1.53 Million
0.09% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
3,029
shares
|
$1.53 Million
0.13% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,027
shares
|
$1.53 Million
0.54% of portfolio
|
Q2 2024
Added 1.03%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
3,004
shares
|
$1.52 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
|
Tfc Financial Management
|
Oct 24, 2024 Q3 2024 |
2,992
shares
|
$1.51 Million
0.23% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
2,988
shares
|
$1.51 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Cross Staff Investments Inc
|
Oct 23, 2024 Q3 2024 |
2,986
shares
|
$1.51 Million
1.18% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
2,978
shares
|
$1.5 Million
0.04% of portfolio
|
Q3 2024
Added 14.45%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
2,978
shares
|
$1.5 Million
0.47% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
2,973
shares
|
$1.5 Million
0.43% of portfolio
|
Q3 2024
Added 40.9%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
2,972
shares
|
$1.5 Million
0.51% of portfolio
|
Q3 2024
Reduced 64.89%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
2,963
shares
|
$1.5 Million
0.2% of portfolio
|
Q3 2024
Reduced 17.23%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
2,960
shares
|
$1.49 Million
0.17% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
2,957
shares
|
$1.49 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
2,956
shares
|
$1.49 Million
0.23% of portfolio
|
Q3 2024
Added 20.26%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
2,953
shares
|
$1.49 Million
0.34% of portfolio
|
Q3 2024
Added 12.45%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
2,951
shares
|
$1.49 Million
0.46% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
2,944
shares
|
$1.49 Million
0.14% of portfolio
|
Q2 2024
Reduced 2.81%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
2,940
shares
|
$1.48 Million
0.17% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 13, 2024 Q3 2024 |
2,937
shares
|
$1.48 Million
0.19% of portfolio
|
Q3 2024
Reduced 91.82%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
2,935
shares
|
$1.48 Million
0.23% of portfolio
|
Q3 2024
Reduced 7.44%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
2,934
shares
|
$1.48 Million
0.53% of portfolio
|
Q3 2024
Added 24.22%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
2,925
shares
|
$1.48 Million
0.48% of portfolio
|
Q1 2021
Added 95.0%
|