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 |
|---|---|---|---|---|---|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
1,284
shares
|
$647,996
0.07% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
1,284
shares
|
$647,996
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
Nov 14, 2024 Q3 2024 |
1,280
shares
|
$645,977
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
1,279
shares
|
$645,472
0.1% of portfolio
|
Q1 2024
Added 15.75%
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
1,276
shares
|
$643,958
0.17% of portfolio
|
Q3 2024
Reduced 10.2%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
1,276
shares
|
$643,958
0.07% of portfolio
|
Q3 2024
Added 27.22%
|
|
|
Gfg Capital, LLC
|
Oct 21, 2024 Q3 2024 |
1,275
shares
|
$643,454
0.16% of portfolio
|
Q3 2024
Reduced 35.18%
|
|
|
Gerber, LLC
Columbus, OH |
Oct 21, 2024 Q3 2024 |
1,275
shares
|
$643,454
0.46% of portfolio
|
Q4 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,272
shares
|
$641,940
0.05% of portfolio
|
Q2 2023
Added 10.03%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,272
shares
|
$641,940
0.05% of portfolio
|
Q2 2023
Added 10.03%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
1,265
shares
|
$638,407
0.07% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
1,264
shares
|
$637,902
0.34% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
1,262
shares
|
$636,893
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
1,261
shares
|
$636,388
0.11% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
1,260
shares
|
$635,884
0.42% of portfolio
|
Q1 2022
New holding
|
|
|
Aigen Investment Management, LP
|
Nov 05, 2024 Q3 2024 |
1,260
shares
|
$635,884
0.13% of portfolio
|
Q3 2024
Reduced 30.0%
|
|
|
Sterling Wealth Management, Inc.
Champaign, IL |
Nov 14, 2024 Q3 2024 |
1,259
shares
|
$635,379
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2024 Q3 2024 |
1,259
shares
|
$635,379
0.53% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
1,254
shares
|
$632,856
0.31% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Sadoff Investment Management LLC
|
Oct 28, 2022 Q3 2022 |
1,252
shares
|
$631,846
0.03% of portfolio
|
Q3 2022
Reduced 5.44%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
1,252
shares
|
$631,846
0.54% of portfolio
|
Q2 2022
Added 15.18%
|
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
1,250
shares
|
$630,837
0.09% of portfolio
|
Q2 2022
Added 115.52%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Nov 14, 2024 Q3 2024 |
1,250
shares
|
$630,837
0.28% of portfolio
|
Q1 2021
Reduced 44.44%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,247
shares
|
$629,323
0.04% of portfolio
|
Q2 2023
Added 92.74%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
1,247
shares
|
$629,323
0.01% of portfolio
|
Q3 2024
Reduced 1.27%
|