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 |
|---|---|---|---|---|---|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
2,920
shares
|
$1.47 Million
0.56% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
2,919
shares
|
$1.47 Million
1.33% of portfolio
|
Q3 2022
Added 30.43%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
2,914
shares
|
$1.47 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
2,912
shares
|
$1.47 Million
0.14% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
2,912
shares
|
$1.47 Million
0.07% of portfolio
|
Q3 2024
Reduced 90.01%
|
|
|
Ctc Capital Management, LLC
|
May 05, 2023 Q1 2023 |
2,910
shares
|
$1.47 Million
2.24% of portfolio
|
Q1 2023
New holding
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
2,902
shares
|
$1.46 Million
0.38% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
2,896
shares
|
$1.46 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Steinberg Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,896
shares
|
$1.46 Million
1.11% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
2,894
shares
|
$1.46 Million
0.25% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
2,886
shares
|
$1.46 Million
0.13% of portfolio
|
Q3 2024
Reduced 21.04%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
2,885
shares
|
$1.46 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Forbes J M & CO LLP
|
Oct 24, 2024 Q3 2024 |
2,880
shares
|
$1.45 Million
0.14% of portfolio
|
Q2 2024
Added 2.27%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,877
shares
|
$1.45 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Dgs Capital Management, LLC
|
Dec 10, 2024 Q3 2024 |
2,873
shares
|
$1.45 Million
0.4% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
2,867
shares
|
$1.45 Million
0.28% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
2,865
shares
|
$1.45 Million
1.23% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
2,853
shares
|
$1.44 Million
0.54% of portfolio
|
Q3 2024
Reduced 6.64%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
2,849
shares
|
$1.44 Million
0.31% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
2,843
shares
|
$1.43 Million
0.98% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Corbett Road Capital Management, LLC
Mclean, VA |
Aug 10, 2022 Q2 2022 |
2,833
shares
|
$1.43 Million
1.53% of portfolio
|
Q2 2022
Added 102.65%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
2,831
shares
|
$1.43 Million
0.27% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
2,831
shares
|
$1.43 Million
0.15% of portfolio
|
Q3 2024
Added 3.93%
|
|
|
Culbertson A N & CO Inc
|
Oct 16, 2024 Q3 2024 |
2,830
shares
|
$1.43 Million
0.23% of portfolio
|
Q2 2023
Reduced 0.42%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
2,823
shares
|
$1.42 Million
0.77% of portfolio
|
Q3 2024
Reduced 5.08%
|