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 |
|---|---|---|---|---|---|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,479
shares
|
$746,406
0.05% of portfolio
|
Q4 2023
Added 3.72%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 09, 2024 Q3 2024 |
1,478
shares
|
$745,902
0.08% of portfolio
|
Q2 2024
Added 0.07%
|
|
|
Jvl Associates LLC
|
Jan 03, 2025 Q4 2024 |
1,477
shares
|
$745,397
0.29% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
1,474
shares
|
$743,883
0.02% of portfolio
|
Q3 2024
Added 39.58%
|
|
|
Round Hill Asset Management
Pasadena, CA |
Nov 12, 2024 Q3 2024 |
1,470
shares
|
$741,864
0.49% of portfolio
|
Q1 2024
Reduced 10.64%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
1,468
shares
|
$740,855
0.03% of portfolio
|
Q3 2024
Reduced 40.2%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
1,460
shares
|
$736,818
0.16% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
1,459
shares
|
$736,313
0.24% of portfolio
|
Q1 2024
Reduced 25.37%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
1,458
shares
|
$735,808
0.37% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
1,456
shares
|
$734,799
0.25% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
1,453
shares
|
$733,285
0.09% of portfolio
|
Q3 2024
Reduced 12.99%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
1,446
shares
|
$729,752
0.07% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
1,441
shares
|
$727,229
0.19% of portfolio
|
Q3 2024
Reduced 3.61%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
1,427
shares
|
$720,164
0.25% of portfolio
|
Q3 2024
Added 72.55%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 14, 2024 Q3 2024 |
1,427
shares
|
$720,164
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 12, 2024 Q3 2024 |
1,423
shares
|
$718,145
0.04% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
1,423
shares
|
$718,145
0.18% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
1,415
shares
|
$714,108
0.03% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
1,414
shares
|
$713,603
0.16% of portfolio
|
Q1 2024
Added 2.54%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
1,414
shares
|
$713,603
0.11% of portfolio
|
Q3 2024
Reduced 13.09%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
1,413
shares
|
$713,098
0.37% of portfolio
|
Q3 2024
Added 11.08%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,407
shares
|
$710,070
0.09% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
1,405
shares
|
$709,061
0.1% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
1,400
shares
|
$706,538
0.16% of portfolio
|
Q4 2023
Reduced 3.25%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
1,398
shares
|
$705,528
0.18% of portfolio
|
Q3 2024
Added 1.45%
|