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 |
|---|---|---|---|---|---|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,966
shares
|
$992,181
0.24% of portfolio
|
Q2 2022
Added 31.68%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
1,962
shares
|
$990,162
1.08% of portfolio
|
Q3 2024
Added 10.47%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Nov 14, 2024 Q3 2024 |
1,959
shares
|
$988,648
0.36% of portfolio
|
Q4 2023
Reduced 0.1%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
1,953
shares
|
$985,620
0.11% of portfolio
|
Q4 2022
Added 1.03%
|
|
|
Texas Capital Bancshares Inc
|
Nov 14, 2024 Q3 2024 |
1,952
shares
|
$985,115
0.51% of portfolio
|
Q2 2024
Reduced 0.1%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
1,948
shares
|
$983,097
0.1% of portfolio
|
Q3 2024
Reduced 27.04%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
1,945
shares
|
$981,583
0.44% of portfolio
|
Q3 2024
Added 11.46%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,944
shares
|
$981,078
0.43% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
1,944
shares
|
$981,078
0.02% of portfolio
|
Q3 2024
Added 12.63%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
1,944
shares
|
$981,078
0.02% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Demars Financial Group, LLC
|
Nov 01, 2024 Q3 2024 |
1,942
shares
|
$980,069
0.45% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
1,934
shares
|
$976,031
0.01% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
1,931
shares
|
$974,517
0.18% of portfolio
|
Q3 2024
Reduced 11.5%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
1,929
shares
|
$973,508
0.16% of portfolio
|
Q2 2022
Reduced 2.38%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
1,924
shares
|
$970,985
0.62% of portfolio
|
Q3 2024
Added 320.09%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
1,923
shares
|
$970,480
0.73% of portfolio
|
Q3 2024
New holding
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,921
shares
|
$969,471
0.02% of portfolio
|
Q3 2024
Added 234.09%
|
|
|
Five Oceans Advisors
|
Oct 15, 2024 Q3 2024 |
1,920
shares
|
$968,966
0.5% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
1,908
shares
|
$962,910
0.1% of portfolio
|
Q3 2024
Reduced 3.49%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 03, 2024 Q3 2024 |
1,908
shares
|
$962,910
0.81% of portfolio
|
Q1 2024
Added 1.92%
|
|
|
Consilio Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,907
shares
|
$962,405
0.39% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
1,907
shares
|
$962,405
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
1,905
shares
|
$961,396
0.26% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
1,904
shares
|
$960,891
0.89% of portfolio
|
Q3 2024
Added 16.88%
|
|
|
First American Bank
Dundee, IL |
Oct 24, 2024 Q3 2024 |
1,902
shares
|
$959,882
0.07% of portfolio
|
Q3 2024
New holding
|