Institutional Ownership Mastercard Inc (MA)
This table provides information about the institutional ownership of Mastercard Inc (MA). We have compiled data on the 3,484 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 $361 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
2,203
shares
|
$1.18 Million
0.08% of portfolio
|
Q3 2024
Reduced 18.44%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
2,200
shares
|
$1.17 Million
0.39% of portfolio
|
Q1 2024
Reduced 1.39%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
2,194
shares
|
$1.17 Million
0.4% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
2,194
shares
|
$1.17 Million
0.39% of portfolio
|
Q2 2024
Reduced 12.55%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
2,194
shares
|
$1.17 Million
0.09% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
2,190
shares
|
$1.17 Million
0.14% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
2,169
shares
|
$1.16 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
|
$1.16 Million
0.15% of portfolio
|
Q2 2024
Added 1.69%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
2,166
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 13, 2024 Q3 2024 |
2,166
shares
|
$1.16 Million
1.09% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Waterfront Wealth Inc.
|
Oct 31, 2024 Q3 2024 |
2,164
shares
|
$1.15 Million
0.27% of portfolio
|
Q3 2024
Added 11.6%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
2,164
shares
|
$1.15 Million
0.16% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
2,154
shares
|
$1.15 Million
0.39% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
2,146
shares
|
$1.14 Million
0.25% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,144
shares
|
$1.14 Million
0.87% of portfolio
|
Q4 2024
Added 22.3%
|
|
|
New Capital Management LP
|
Jan 13, 2025 Q4 2024 |
2,142
shares
|
$1.14 Million
0.36% of portfolio
|
Q1 2024
Reduced 1.02%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
2,141
shares
|
$1.14 Million
0.21% of portfolio
|
Q3 2024
Reduced 12.43%
|
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Nov 12, 2024 Q3 2024 |
2,136
shares
|
$1.14 Million
0.1% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
2,131
shares
|
$1.14 Million
0.07% of portfolio
|
Q3 2024
Added 9.45%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 21, 2024 Q3 2024 |
2,128
shares
|
$1.14 Million
0.71% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
2,126
shares
|
$1.13 Million
0.15% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
2,121
shares
|
$1.13 Million
0.3% of portfolio
|
Q3 2024
Reduced 7.94%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
2,109
shares
|
$1.13 Million
0.22% of portfolio
|
Q4 2024
Added 109.23%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,106
shares
|
$1.12 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Caas Capital Management LP
New York, NY |
Jan 24, 2025 Q4 2024 |
2,100
shares
|
$1.12 Million
0.2% of portfolio
|
Q3 2024
New holding
|