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 |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
2,336
shares
|
$1.18 Million
0.14% of portfolio
|
Q3 2024
Reduced 14.02%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
2,336
shares
|
$1.18 Million
0.08% of portfolio
|
Q3 2024
Added 28.78%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
2,335
shares
|
$1.18 Million
0.26% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
2,333
shares
|
$1.18 Million
0.14% of portfolio
|
Q2 2023
Added 6.53%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
2,332
shares
|
$1.18 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
2,330
shares
|
$1.18 Million
0.19% of portfolio
|
Q3 2024
Reduced 81.15%
|
|
|
Ims Capital Management
|
Dec 17, 2024 Q3 2024 |
2,329
shares
|
$1.18 Million
0.52% of portfolio
|
Q2 2024
Reduced 0.72%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
2,328
shares
|
$1.17 Million
0.21% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Absher Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
2,324
shares
|
$1.17 Million
0.15% of portfolio
|
Q3 2024
Added 28.04%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,320
shares
|
$1.17 Million
0.09% of portfolio
|
Q2 2023
Reduced 3.33%
|
|
|
Permit Capital, LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
2,320
shares
|
$1.17 Million
0.36% of portfolio
|
Q4 2023
Reduced 4.72%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
2,313
shares
|
$1.17 Million
0.36% of portfolio
|
Q3 2024
Reduced 15.52%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
2,312
shares
|
$1.17 Million
0.12% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
2,308
shares
|
$1.16 Million
0.41% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
2,302
shares
|
$1.16 Million
0.52% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
2,301
shares
|
$1.16 Million
0.63% of portfolio
|
Q3 2024
Reduced 17.23%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
2,300
shares
|
$1.16 Million
0.53% of portfolio
|
Q2 2024
Added 4.55%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
2,298
shares
|
$1.16 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Family Legacy, Inc.
|
Oct 15, 2024 Q3 2024 |
2,287
shares
|
$1.15 Million
0.38% of portfolio
|
Q2 2024
Added 0.66%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
2,286
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2024
Added 22.84%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
2,278
shares
|
$1.15 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,278
shares
|
$1.15 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
Advisory Resource Group
|
Nov 20, 2024 Q3 2024 |
2,276
shares
|
$1.15 Million
0.27% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
2,272
shares
|
$1.15 Million
0.08% of portfolio
|
Q3 2024
Added 8.24%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
2,271
shares
|
$1.15 Million
0.5% of portfolio
|
Q2 2024
Reduced 9.52%
|