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 |
|---|---|---|---|---|---|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Nov 14, 2024 Q3 2024 |
2,052
shares
|
$1.04 Million
0.94% of portfolio
|
Q3 2024
Added 21.49%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 06, 2024 Q3 2024 |
2,050
shares
|
$1.03 Million
0.57% of portfolio
|
Q1 2023
Added 1.49%
|
|
|
Burr Financial Services, LLC
Pleasant Hill, CA |
Oct 25, 2024 Q3 2024 |
2,049
shares
|
$1.03 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 08, 2024 Q3 2024 |
2,047
shares
|
$1.03 Million
0.86% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
2,038
shares
|
$1.03 Million
0.11% of portfolio
|
Q3 2024
Added 4.14%
|
|
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
Oct 25, 2024 Q3 2024 |
2,035
shares
|
$1.03 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
2,031
shares
|
$1.02 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Atwater Malick LLC
|
Oct 10, 2024 Q3 2024 |
2,028
shares
|
$1.02 Million
0.32% of portfolio
|
Q1 2024
Added 0.9%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
2,027
shares
|
$1.02 Million
0.37% of portfolio
|
Q3 2024
Added 23.37%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,021
shares
|
$1.02 Million
0.48% of portfolio
|
Q3 2024
Added 9.6%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
2,019
shares
|
$1.02 Million
0.34% of portfolio
|
Q3 2024
Added 10.69%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 09, 2024 Q3 2024 |
2,009
shares
|
$1.01 Million
0.87% of portfolio
|
Q3 2024
Reduced 6.43%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
2,005
shares
|
$1.01 Million
0.1% of portfolio
|
Q3 2022
Added 0.8%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
2,002
shares
|
$1.01 Million
0.11% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Ern LLC
|
Jul 13, 2022 Q2 2022 |
2,000
shares
|
$1.01 Million
0.71% of portfolio
|
Q2 2022
New holding
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
2,000
shares
|
$1.01 Million
0.34% of portfolio
|
Q4 2020
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
1,999
shares
|
$1.01 Million
0.27% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
1,998
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,994
shares
|
$1.01 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,986
shares
|
$1 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.52%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 08, 2024 Q3 2024 |
1,980
shares
|
$999,246
0.65% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
1,978
shares
|
$998,237
0.07% of portfolio
|
Q3 2023
Added 16.15%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Nov 08, 2024 Q3 2024 |
1,976
shares
|
$997,227
0.57% of portfolio
|
Q1 2024
Added 1.02%
|
|
|
Jacobsen Capital Management
|
Oct 25, 2024 Q3 2024 |
1,972
shares
|
$995,209
0.42% of portfolio
|
Q3 2024
Reduced 7.55%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
1,970
shares
|
$994,199
0.07% of portfolio
|
Q3 2024
Reduced 22.47%
|