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 |
|---|---|---|---|---|---|
|
Gilbert & Cook, Inc.
|
Nov 07, 2024 Q3 2024 |
2,816
shares
|
$1.42 Million
0.19% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
2,801
shares
|
$1.41 Million
1.2% of portfolio
|
Q1 2024
Reduced 6.73%
|
|
|
Caldwell Investment Management Ltd.
|
Nov 07, 2024 Q3 2024 |
2,800
shares
|
$1.41 Million
1.04% of portfolio
|
Q2 2024
Reduced 42.12%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
2,785
shares
|
$1.41 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
2,775
shares
|
$1.4 Million
0.45% of portfolio
|
Q3 2024
Reduced 7.96%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
2,773
shares
|
$1.4 Million
0.47% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Red Wave Investments LLC
Dillsburg, PA |
Nov 13, 2024 Q3 2024 |
2,772
shares
|
$1.4 Million
0.53% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
2,769
shares
|
$1.4 Million
0.36% of portfolio
|
Q2 2024
Reduced 8.01%
|
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
2,767
shares
|
$1.4 Million
0.42% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
2,754
shares
|
$1.39 Million
0.06% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
2,749
shares
|
$1.39 Million
0.09% of portfolio
|
Q3 2024
Added 6.14%
|
|
|
Bnc Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
2,735
shares
|
$1.38 Million
0.5% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
2,731
shares
|
$1.38 Million
0.08% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
2,730
shares
|
$1.38 Million
0.34% of portfolio
|
Q3 2024
New holding
|
|
|
Krs Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
2,729
shares
|
$1.38 Million
0.99% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
2,710
shares
|
$1.37 Million
0.8% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
2,708
shares
|
$1.37 Million
0.56% of portfolio
|
Q2 2022
Added 2.73%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
2,705
shares
|
$1.37 Million
0.14% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
2,701
shares
|
$1.36 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
2,696
shares
|
$1.36 Million
0.21% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Lagoda Investment Management, L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,694
shares
|
$1.36 Million
0.77% of portfolio
|
Q3 2024
Added 23.35%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
2,689
shares
|
$1.36 Million
0.24% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Providence Wealth Advisors, LLC
Frankfort, IL |
Nov 14, 2024 Q3 2024 |
2,688
shares
|
$1.36 Million
0.99% of portfolio
|
Q3 2024
Added 4.07%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
2,688
shares
|
$1.36 Million
0.25% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
2,685
shares
|
$1.36 Million
0.45% of portfolio
|
Q3 2024
Reduced 16.38%
|