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Mastercard (MA) Institutional Ownership

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$512.18 +2.43 (+0.48%)
As of 04/14/2025 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for Mastercard (NYSE:MA)

Current
Institutional Ownership
Percentage
97.28%
Number of
Institutional Buyers
(last 12 months)
2223
Total
Institutional Inflows
(last 12 months)
$39.05B
Number of
Institutional Sellers
(last 12 months)
1671
Total
Institutional Outflows
(last 12 months)
$29.69B
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MA Institutional Buying and Selling by Quarter

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Mastercard Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025NewSquare Capital LLC325$178K0.0%+550.0%0.000%
4/14/2025Toth Financial Advisory Corp27,824$15.25M1.8%-0.9%0.003%
4/14/2025Courier Capital LLC8,619$4.72M0.3%+17.4%0.001%
4/14/2025Wesbanco Bank Inc.67,668$37.09M1.3%-0.9%0.007%
4/14/2025McDonough Capital Management Inc12,564$6.89M4.5%+0.9%0.001%
4/14/2025First Citizens Bank & Trust Co.29,256$16.04M0.3%-0.3%0.003%
4/14/2025Abacus Planning Group Inc.616$338K0.1%+36.9%0.000%
4/14/2025Capital Investment Advisors LLC15,141$8.30M0.2%+44.9%0.002%
4/14/2025Hickory Point Bank & Trust647$355K0.3%+6.2%0.000%
4/14/2025Tilia Fiduciary Partners Inc.1,739$953K0.6%-1.6%0.000%
4/14/2025Central Bank & Trust Co.14,530$7.96M1.3%-1.6%0.002%
4/14/2025Bennett Selby Investments LP19,081$10.46M4.1%+1.9%0.002%
4/14/2025Disciplined Equity Management Inc.1,660$910K0.6%-9.3%0.000%
4/14/2025Wedge Capital Management L L P NC501$275K0.0%-61.0%0.000%
4/14/2025OLD National Bancorp IN10,869$5.96M0.2%+1.7%0.001%
4/14/2025Beach Investment Counsel Inc. PA28,905$15.84M2.3%-2.4%0.003%
4/14/2025ARS Wealth Advisors Group LLC29,237$16.03M2.3%-2.7%0.003%
4/14/2025Miracle Mile Advisors LLC20,132$11.04M0.2%+10.4%0.002%
4/14/2025RDA Financial Network3,579$1.96M0.6%+5.4%0.000%
4/14/2025Seilern Investment Management Ltd278,711$152.77M10.0%-20.2%0.031%
4/14/2025Patriot Financial Group Insurance Agency LLC3,787$2.08M0.3%+21.1%0.000%
4/14/2025Revolve Wealth Partners LLC3,603$1.98M0.3%+4.6%0.000%
4/14/2025Charter Oak Capital Management LLC1,114$611K0.1%+11.0%0.000%
4/14/2025Wedmont Private Capital10,777$5.49M0.3%+3.9%0.001%
4/14/2025UMB Bank n.a.122,385$67.08M1.1%-1.3%0.013%
4/14/2025Perennial Advisors LLC25,616$14.04M2.8%-0.6%0.003%
4/14/2025Regent Peak Wealth Advisors LLC1,755$962K0.2%-2.3%0.000%
4/14/2025Orrstown Financial Services Inc.2,870$1.57M0.4%-8.0%0.000%
4/14/2025Sivia Capital Partners LLC1,960$1.07M0.5%+7.2%0.000%
4/14/2025Sunflower Bank N.A.1,753$961K0.3%+1.4%0.000%
4/11/2025Perkins Coie Trust Co250$137K0.0%N/A0.000%
4/11/2025Piscataqua Savings Bank5,526$3.03M2.7%-0.5%0.001%
4/11/2025Princeton Global Asset Management LLC105$58K0.0%-54.3%0.000%
4/11/2025Reliant Investment Management LLC10,578$5.80M3.0%+0.8%0.001%
4/11/2025AAFMAA Wealth Management & Trust LLC4,080$2.24M1.0%-6.7%0.000%
4/11/2025Gateway Investment Advisers LLC43,912$24.07M0.3%+3.3%0.005%
4/11/2025Stokes Capital Advisors LLC14,602$8.00M2.0%-0.2%0.002%
4/11/2025Blue Zone Wealth Advisors LLC484$265K0.1%-4.5%0.000%
4/11/2025Independence Bank of Kentucky6,797$3.73M0.6%+0.9%0.001%
4/11/2025Harrington Investments INC3,478$1.91M1.1%+2.0%0.000%
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4/11/2025KFG Wealth Management LLC1,149$630K0.1%-8.2%0.000%
4/11/2025Alliance Wealth Advisors LLC1,322$725K0.4%-3.7%0.000%
4/11/2025First Affirmative Financial Network4,576$2.51M1.5%+5.3%0.001%
4/11/2025Congress Asset Management Co.32,115$17.60M0.1%+1.3%0.004%
4/11/2025Impact Capital Partners LLC2,349$1.29M0.5%+1.3%0.000%
4/11/2025Elk River Wealth Management LLC25,080$13.75M2.6%-1.0%0.003%
4/11/2025Verum Partners LLC980$537K0.1%+2.6%0.000%
4/11/2025Prospect Financial Services LLC571$313K0.2%-26.0%0.000%
4/11/2025Procyon Advisors LLC8,124$4.45M0.3%+11.5%0.001%
4/11/2025AGH Wealth Advisors LLC875$480K0.5%-11.9%0.000%
4/11/2025Unique Wealth LLC4,713$2.58M0.5%+26.7%0.001%
4/11/2025Magnus Financial Group LLC1,406$770K0.1%-1.7%0.000%
4/11/2025Intellectus Partners LLC2,670$1.46M0.4%-3.6%0.000%
4/11/2025KRS Capital Management LLC2,830$1.55M1.2%+2.7%0.000%
4/11/2025Consilio Wealth Advisors LLC1,250$685K0.3%-20.9%0.000%
4/11/2025Curat Global LLC300$164K0.2%N/A0.000%
4/11/2025Generali Investments Management Co LLC2,753$1.51M0.4%+3.6%0.000%
4/11/2025E. Ohman J or Asset Management AB119,682$65.60M1.7%-10.3%0.013%
4/11/2025Safeguard Financial LLC1,274$698K0.2%-7.7%0.000%
4/11/2025Signal Advisors Wealth LLC1,739$953K0.1%+24.9%0.000%
4/11/2025MRA Advisory Group1,002$549K0.3%-59.6%0.000%
4/11/2025Ullmann Wealth Partners Group LLC737$404K0.1%+16.1%0.000%
4/11/2025Foster Group Inc.1,580$866K0.0%+57.5%0.000%
4/11/2025Vest Financial LLC27,429$15.03M0.2%-58.9%0.003%
4/11/2025West Coast Financial LLC38,261$20.97M2.4%-2.8%0.004%
4/11/2025Annex Advisory Services LLC1,615$885K0.0%+18.8%0.000%
4/10/2025 Breakwater Capital Group1,142$626K0.1%+6.3%0.000%
4/10/2025 Retirement Planning Group LLC652$357K0.0%-3.7%0.000%
4/10/2025 Retireful LLC510$276K0.3%N/A0.000%
4/10/2025 Chatham Capital Group Inc.5,917$3.24M0.5%+1.3%0.001%
4/10/2025 Charles Schwab Trust Co6,611$3.62M0.3%-17.2%0.001%
4/10/2025 Chesley Taft & Associates LLC52,639$28.85M1.4%-1.5%0.006%
4/10/2025 Thrive Wealth Management LLC3,431$1.88M0.4%-8.7%0.000%
4/10/2025 Arthur M. Cohen & Associates LLC4,659$2.55M0.5%-4.3%0.001%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.3,638$2.00M0.3%+25.8%0.000%
4/10/2025 Boltwood Capital Management2,204$1.21M0.4%+7.3%0.000%
4/10/2025 Lmcg Investments LLC23,418$12.84M0.9%-0.8%0.003%
4/10/2025 Gilman Hill Asset Management LLC568$311K0.1%-6.4%0.000%
4/10/2025 Fermata Advisors LLC1,739$953K0.2%+11.9%0.000%
4/10/2025 Naples Global Advisors LLC1,987$1.09M0.1%-1.6%0.000%
4/10/2025 L. Roy Papp & Associates LLP25,683$14.08M1.7%-0.5%0.003%
4/10/2025 Columbia Asset Management380$208K0.0%-8.9%0.000%
4/10/2025 HF Advisory Group LLC3,758$2.06M0.9%+1.0%0.000%
4/10/2025 Beacon Financial Group3,537$1.94M0.2%-3.1%0.000%
4/10/2025 Channel Wealth LLC500$274K0.1%+4.8%0.000%
4/10/2025 Warren Street Wealth Advisors LLC1,185$650K0.3%+6.7%0.000%
4/10/2025 Lifestyle Asset Management Inc.2,210$1.21M0.7%-9.1%0.000%
4/10/2025 Matrix Trust Co411$225K0.0%+35.6%0.000%
4/10/2025 Clare Market Investments LLC1,661$910K0.2%-2.5%0.000%
4/10/2025 Portside Wealth Group LLC14,280$7.52M1.3%-0.5%0.002%
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4/10/2025 Park Edge Advisors LLC604$331K0.1%+11.9%0.000%
4/10/2025 Wealth Alliance Advisory Group LLC2,577$1.41M0.3%+12.1%0.000%
4/10/2025 Veracity Capital LLC2,497$1.37M0.5%-3.9%0.000%
4/10/2025 Nixon Peabody Trust Co.40,746$22.33M1.9%-18.6%0.004%
4/10/2025 Firethorn Wealth Partners LLC1,292$708K0.3%+3.3%0.000%
4/10/2025 Sendero Wealth Management LLC5,485$3.01M0.4%+17.3%0.001%
4/10/2025 Benin Management CORP883$484K0.1%+9.1%0.000%
4/10/2025 Floyd Financial Group LLC1,428$783K0.7%+2.9%0.000%
4/10/2025 Richard P Slaughter Associates Inc1,853$1.02M0.2%N/A0.000%
4/10/2025 Brave Asset Management Inc.1,743$955K0.3%+1.2%0.000%
(Data available from 1/1/2016 forward)

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MA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MA shares?

During the previous two years, 3,519 institutional investors and hedge funds held shares of Mastercard. The most heavily invested institutionals were Vanguard Group Inc. ($40.64B), Aspire Private Capital LLC ($18.90B), State Street Corp ($17.43B), FMR LLC ($11.73B), Capital International Investors ($10.68B), Price T Rowe Associates Inc. MD ($10.10B), and Geode Capital Management LLC ($9.80B).Learn more on MA's institutional investors.

What percentage of Mastercard stock is owned by institutional investors?

97.28% of Mastercard stock is owned by institutional investors. Learn more on MA's institutional investor holdings.

Which institutional investors have been buying Mastercard stock?

Of the 2,952 institutional investors that purchased Mastercard stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($824.75M), Norges Bank ($22.21M), International Assets Investment Management LLC ($10.97M), GAMMA Investing LLC ($8.23M), Envestnet Asset Management Inc. ($3.93M), Bank of Montreal Can ($3.72M), and Osaic Holdings Inc. ($2.62M).

How much institutional buying is happening at Mastercard?

Institutional investors have bought a total of 958,441,752 shares in the last 24 months. This purchase volume represents approximately $386.22B in transactions.

Which Mastercard major shareholders have been selling company stock?

Of the 2,281 institutional investors that sold Mastercard stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($58.93M), Whalerock Point Partners LLC ($13.00M), International Assets Investment Management LLC ($8.03M), Bank of Montreal Can ($4.36M), Envestnet Asset Management Inc. ($3.40M), Capital Research Global Investors ($3.38M), and Wellington Management Group LLP ($3.37M).

How much institutional selling is happening at Mastercard?

Institutional investors have sold a total of 165,006,773 shares in the last 24 months. This volume of shares sold represents approximately $71.13B in transactions.



This page (NYSE:MA) was last updated on 4/15/2025 by MarketBeat.com Staff
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