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 |
|---|---|---|---|---|---|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
1,900
shares
|
$958,873
0.19% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Cadinha & CO LLC
|
Oct 08, 2024 Q3 2024 |
1,895
shares
|
$956,349
0.16% of portfolio
|
Q4 2022
Reduced 15.96%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
1,890
shares
|
$953,826
0.14% of portfolio
|
Q4 2022
Reduced 17.32%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
1,890
shares
|
$953,826
0.14% of portfolio
|
Q4 2022
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,887
shares
|
$952,312
0.11% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
1,886
shares
|
$951,807
0.67% of portfolio
|
Q3 2024
Reduced 18.46%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
1,882
shares
|
$949,788
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
1,876
shares
|
$946,760
0.44% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Klcm Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
1,876
shares
|
$946,760
0.11% of portfolio
|
Q1 2024
Reduced 7.99%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
1,873
shares
|
$945,246
0.83% of portfolio
|
Q4 2022
Reduced 2.8%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
1,870
shares
|
$943,732
0.03% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
1,867
shares
|
$942,218
0.13% of portfolio
|
Q3 2024
Reduced 18.79%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,865
shares
|
$941,209
0.22% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
1,864
shares
|
$940,704
0.39% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 11, 2024 Q3 2024 |
1,861
shares
|
$939,190
0.54% of portfolio
|
Q3 2024
Added 10.38%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
1,859
shares
|
$938,181
0.47% of portfolio
|
Q1 2024
Reduced 1.22%
|
|
|
Grand Central Investment Group
|
Nov 10, 2022 Q3 2022 |
1,847
shares
|
$932,125
0.73% of portfolio
|
Q3 2022
Reduced 0.75%
|
|
|
Van Den Berg Management I, Inc
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,843
shares
|
$930,106
0.3% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
1,843
shares
|
$930,106
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
1,843
shares
|
$930,106
0.21% of portfolio
|
Q3 2024
Reduced 7.43%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Jan 07, 2025 Q4 2024 |
1,843
shares
|
$930,106
0.67% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
1,838
shares
|
$927,583
0.05% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
1,834
shares
|
$925,564
0.07% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
1,834
shares
|
$925,564
0.59% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
1,831
shares
|
$924,050
0.25% of portfolio
|
Q2 2024
Reduced 4.49%
|