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 |
|---|---|---|---|---|---|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,245
shares
|
$628,314
0.65% of portfolio
|
Q2 2024
Reduced 8.39%
|
|
|
Fort Pitt Capital Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,243
shares
|
$627,304
0.02% of portfolio
|
Q1 2024
Added 0.97%
|
|
|
Parthenon LLC
|
Nov 05, 2024 Q3 2024 |
1,243
shares
|
$627,304
0.07% of portfolio
|
Q3 2024
Added 35.4%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
1,243
shares
|
$627,304
0.04% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
1,240
shares
|
$625,790
0.07% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,238
shares
|
$624,781
0.14% of portfolio
|
Q4 2024
Added 38.32%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
1,237
shares
|
$624,276
0.01% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
1,236
shares
|
$623,772
0.28% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
1,236
shares
|
$623,772
0.28% of portfolio
|
Q3 2024
Added 37.18%
|
|
|
Connective Portfolio Management, LLC
|
Oct 08, 2024 Q3 2024 |
1,235
shares
|
$623,267
0.71% of portfolio
|
Q4 2023
Added 8.81%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 22, 2024 Q3 2024 |
1,234
shares
|
$622,762
0.25% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
1,231
shares
|
$621,248
0.04% of portfolio
|
Q3 2024
Added 16.57%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
1,230
shares
|
$620,744
0.1% of portfolio
|
Q3 2024
Reduced 38.81%
|
|
|
Tanaka Capital Management Inc
New York, NY |
Nov 15, 2024 Q3 2024 |
1,228
shares
|
$619,734
1.4% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
1,227
shares
|
$619,230
0.5% of portfolio
|
Q3 2024
Reduced 9.51%
|
|
|
Skylands Capital, LLC
|
Nov 01, 2024 Q3 2024 |
1,225
shares
|
$618,220
0.09% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 04, 2024 Q3 2024 |
1,225
shares
|
$618,220
0.48% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
1,224
shares
|
$617,716
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
1,219
shares
|
$615,192
0.11% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Integrity Advisory, LLC
|
Jan 24, 2023 Q4 2022 |
1,218
shares
|
$614,688
0.41% of portfolio
|
Q4 2022
Added 0.74%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
1,217
shares
|
$614,183
0.38% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
1,216
shares
|
$613,678
0.2% of portfolio
|
Q3 2024
Added 5.83%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
1,215
shares
|
$613,174
0.13% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
1,214
shares
|
$612,669
0.07% of portfolio
|
Q3 2023
Reduced 2.88%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
1,211
shares
|
$611,155
0.06% of portfolio
|
Q3 2024
Added 2.19%
|