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 |
|---|---|---|---|---|---|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
2,262
shares
|
$1.14 Million
0.11% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
2,260
shares
|
$1.14 Million
0.21% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
2,253
shares
|
$1.14 Million
0.07% of portfolio
|
Q4 2022
Reduced 2.21%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
2,244
shares
|
$1.13 Million
0.15% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
2,241
shares
|
$1.13 Million
0.23% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Field & Main Bank
|
Nov 01, 2024 Q3 2024 |
2,235
shares
|
$1.13 Million
0.4% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
2,235
shares
|
$1.13 Million
0.19% of portfolio
|
Q3 2024
Reduced 12.18%
|
|
|
Lee Financial CO
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,227
shares
|
$1.12 Million
0.16% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
2,226
shares
|
$1.12 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
2,216
shares
|
$1.12 Million
0.44% of portfolio
|
Q3 2024
Added 15.9%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2,215
shares
|
$1.12 Million
0.06% of portfolio
|
Q3 2024
Added 49.26%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 12, 2024 Q3 2024 |
2,215
shares
|
$1.12 Million
0.17% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
2,215
shares
|
$1.12 Million
0.33% of portfolio
|
Q3 2024
Added 6.34%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
2,211
shares
|
$1.12 Million
0.26% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
2,203
shares
|
$1.11 Million
0.08% of portfolio
|
Q3 2024
Reduced 18.44%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,200
shares
|
$1.11 Million
0.39% of portfolio
|
Q1 2024
Reduced 1.39%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
2,194
shares
|
$1.11 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
2,194
shares
|
$1.11 Million
0.39% of portfolio
|
Q2 2024
Reduced 12.55%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
2,194
shares
|
$1.11 Million
0.09% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
2,190
shares
|
$1.11 Million
0.14% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
2,189
shares
|
$1.1 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 07, 2024 Q3 2024 |
2,185
shares
|
$1.1 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
2,169
shares
|
$1.09 Million
0.55% of portfolio
|
Q3 2024
Added 8.99%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
2,167
shares
|
$1.09 Million
0.15% of portfolio
|
Q2 2024
Added 1.69%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
2,166
shares
|
$1.09 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.81%
|