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Mastercard (MA) Institutional Ownership

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$543.30 -0.37 (-0.07%)
As of 12:18 PM Eastern
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Institutional Ownership Changes (13F Filings) for Mastercard (NYSE:MA)

Current
Institutional Ownership
Percentage
97.28%
Number of
Institutional Buyers
(last 12 months)
2220
Total
Institutional Inflows
(last 12 months)
$34.86B
Number of
Institutional Sellers
(last 12 months)
1656
Total
Institutional Outflows
(last 12 months)
$29.64B
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MA Institutional Buying and Selling by Quarter

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Mastercard Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/24/2025Fire Capital Management LLC1,014$534K0.4%N/A0.000%
3/21/2025Fairtree Asset Management Pty Ltd864$455K0.4%N/A0.000%
3/19/2025M1 Capital Management LLC771$406K0.2%N/A0.000%
3/19/2025DSG Capital Advisors LLC9,279$4.89M0.9%N/A0.001%
3/19/2025Chancellor Financial Group WB LP1,977$1.04M0.8%N/A0.000%
3/18/2025Objective Capital Management LLC674$355K0.2%-28.1%0.000%
3/18/2025111 Capital991$522K0.1%N/A0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC278,843$146.83M0.3%-7.9%0.031%
3/17/2025 NorthCrest Asset Manangement LLC68,756$36.21M1.1%-0.1%0.008%
3/17/2025Members Wealth LLC626$353K0.3%N/A0.000%
3/14/2025Lansforsakringar Fondforvaltning AB publ 273,511$144.02M1.7%N/A0.030%
3/14/2025 Hara Capital LLC2,366$1.25M0.8%-5.0%0.000%
3/12/2025 Northstar Financial Companies Inc.2,599$1.37M1.3%N/A0.000%
3/12/2025 Centaurus Financial Inc.23,252$12.24M0.7%-0.8%0.003%
3/12/2025 Wealthedge Investment Advisors LLC689$363K0.2%N/A0.000%
3/10/2025 Old North State Trust LLC1,884$992K0.6%+9.7%0.000%
3/10/2025 Mattson Financial Services LLC2,941$1.45M0.5%+20.9%0.000%
3/6/2025 TFR Capital LLC.3,605$1.90M0.9%N/A0.000%
3/5/2025 Castle Rock Wealth Management LLC4,867$2.75M0.7%+5.2%0.001%
3/5/2025 Probity Advisors Inc.440$232K0.0%N/A0.000%
3/4/2025 Dogwood Wealth Management LLC1,263$665K0.4%+30.2%0.000%
3/4/2025 Smith Shellnut Wilson LLC ADV464$244K0.1%+7.9%0.000%
3/4/2025 Audent Global Asset Management LLC1,288$678K0.4%+163.9%0.000%
3/4/2025 Siemens Fonds Invest GmbH26,819$14.10M0.5%+12.2%0.003%
3/3/2025 Fluent Financial LLC450$237K0.1%-5.3%0.000%
2/28/2025 Park Square Financial Group LLC343$181K0.1%N/A0.000%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH1,065,980$561.31M1.1%N/A0.117%
2/28/2025 Brooklyn FI LLC1,165$603K0.1%N/A0.000%
2/27/2025 Fidelity D & D Bancorp Inc.659$347K0.2%+4.4%0.000%
2/27/2025 Brucke Financial Inc.1,079$599K0.5%N/A0.000%
2/27/2025 Azzad Asset Management Inc. ADV10,475$5.52M1.1%+0.9%0.001%
2/27/2025 REAP Financial Group LLC457$241K0.1%-6.0%0.000%
2/27/2025 ABLE Financial Group LLC619$326K0.1%-13.5%0.000%
2/27/2025 Bernard Wealth Management Corp.145$76K0.0%N/A0.000%
2/27/2025 Pinnacle Wealth Planning Services Inc.3,509$1.85M0.3%-32.7%0.000%
2/27/2025 Carolinas Wealth Consulting LLC485$255K0.0%-6.9%0.000%
2/26/2025 Bristol John W & Co. Inc. NY409,552$215.66M3.5%-2.2%0.045%
2/26/2025 LifeWealth Investments LLC506$266K0.2%N/A0.000%
2/26/2025 Capital A Wealth Management LLC115$61K0.1%N/A0.000%
2/26/2025 LM Advisors LLC3,053$1.61M0.3%-37.1%0.000%
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2/26/2025 Lakeshore Capital Group Inc.1,228$647K1.0%N/A0.000%
2/26/2025 Virtue Capital Management LLC1,524$802K0.2%-32.0%0.000%
2/25/2025 SWAN Capital LLC125$66K0.0%-37.5%0.000%
2/25/2025 Heck Capital Advisors LLC1,018$536K0.0%N/A0.000%
2/25/2025 B. Riley Wealth Advisors Inc.25,087$13.21M0.4%-10.2%0.003%
2/25/2025 Armis Advisers LLC797$420K0.1%N/A0.000%
2/25/2025 Integrated Advisors Network LLC15,440$8.13M0.4%-3.3%0.002%
2/24/2025 H&H Retirement Design & Management INC1,592$888K0.5%-9.3%0.000%
2/24/2025 Instrumental Wealth LLC385$215K0.2%N/A0.000%
2/24/2025 Great Valley Advisor Group Inc.3,530$1.86M0.0%+18.5%0.000%
2/24/2025 Cypress Asset Management Inc. TX19,420$10.34M2.6%N/A0.002%
2/24/2025 Ameriflex Group Inc.98$55K0.0%N/A0.000%
2/24/2025 United Advisor Group LLC888$468K0.1%+4.0%0.000%
2/24/2025 Sunbeam Capital Management LLC2,116$1.11M1.0%N/A0.000%
2/24/2025 Challenger Wealth Management2,734$1.44M1.2%N/A0.000%
2/22/2025 American Trust12,285$6.47M0.5%+10.1%0.001%
2/21/2025 Ascent Group LLC24,874$13.10M1.0%+7.4%0.003%
2/21/2025 Fidelity D & D Bancorp Inc.603$318K0.2%-4.4%0.000%
2/21/2025 Putney Financial Group LLC6,117$3.22M2.2%N/A0.001%
2/21/2025 Perennial Advisors LLC25,778$13.57M3.0%N/A0.003%
2/21/2025 Value Partners Investments Inc.7,965$4.19M2.4%-1.2%0.001%
2/21/2025 AlphaCore Capital LLC1,094$576K0.1%-16.6%0.000%
2/20/2025 Mackenzie Financial Corp1,050,291$553.05M0.7%+26.3%0.114%
2/20/2025 Forum Financial Management LP4,304$2.27M0.0%+10.6%0.000%
2/20/2025 Sunbeam Capital Management LLC77$41K0.1%N/A0.000%
2/20/2025 Castlekeep Investment Advisors LLC57,923$30.50M5.0%N/A0.006%
2/20/2025 Drucker Wealth 3.0 LLC4,161$2.19M0.5%-1.8%0.000%
2/20/2025 Kingstone Capital Partners Texas LLC3,416$1.80M1.5%N/A0.000%
2/20/2025 Jupiter Wealth Management LLC10,861$5.72M2.9%+3.8%0.001%
2/19/2025 Toronto Dominion Bank452,329$238.18M0.4%+6.0%0.049%
2/19/2025 Auxier Asset Management38,429$20.24M3.1%-0.2%0.004%
2/19/2025 Warm Springs Advisors Inc.1,109$584K0.5%N/A0.000%
2/19/2025 Formidable Asset Management LLC3,729$1.96M0.3%-3.7%0.000%
2/19/2025 North Star Asset Management Inc.41,533$21.87M1.0%+0.4%0.005%
2/19/2025 University of Texas Texas AM Investment Management Co.14,101$7.43M0.9%-6.6%0.002%
2/19/2025 Parr Mcknight Wealth Management Group LLC4,841$2.55M0.4%N/A0.001%
2/19/2025 WCG Wealth Advisors LLC13,229$6.97M0.5%+3.2%0.001%
2/19/2025 Public Employees Retirement System of Ohio359,867$189.50M0.7%-17.4%0.039%
2/18/2025 Pacific Point Advisors LLC2,789$1.56M1.0%N/A0.000%
2/18/2025 Wick Capital Partners LLC459$242K0.1%N/A0.000%
2/18/2025 Western Wealth Management LLC1,699$895K0.3%-84.6%0.000%
2/18/2025 Vega Investment Solutions1,642$865K0.7%N/A0.000%
2/18/2025 Strait & Sound Wealth Management LLC3,730$1.96M0.9%-0.6%0.000%
2/18/2025 Investment Management Corp VA ADV800$421K0.4%N/A0.000%
2/18/2025 Helium Advisors LLC454$239K0.2%N/A0.000%
2/18/2025 US Asset Management LLC1,243$655K0.6%-5.4%0.000%
2/18/2025 BIP Alliance LLC475$250K0.1%N/A0.000%
2/18/2025 Breakthru Advisory Services LLC697$367K0.3%N/A0.000%
2/18/2025 Sunbelt Securities Inc.6,480$3.41M0.3%-33.0%0.001%
2/18/2025 GTS Securities LLC6,906$3.64M0.2%-36.0%0.001%
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2/18/2025 Fourth Dimension Wealth LLC996$525K0.3%N/A0.000%
2/18/2025 Burgundy Asset Management Ltd.318,586$167.76M1.7%-9.0%0.035%
2/18/2025 Stonebridge Financial Planning Group LLC3,614$1.90M0.9%-3.6%0.000%
2/18/2025 Breed s Hill Capital LLC1,603$844K0.4%+158.5%0.000%
2/18/2025 Vise Technologies Inc.16,721$8.81M0.7%+63.9%0.002%
2/18/2025 Retirement Planning Group LLC677$356K0.0%+4.6%0.000%
2/18/2025 Northwest Bank & Trust Co4,635$2.47M1.9%+0.7%0.001%
2/18/2025 Blue Fin Capital Inc.25,685$13.53M2.5%+0.6%0.003%
2/18/2025 Connecticut Wealth Management LLC2,425$1.28M0.1%+22.1%0.000%
2/18/2025 Headinvest LLC5,222$2.75M0.5%-0.7%0.001%
(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, 3,516 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), Envestnet Asset Management Inc. ($3.93M), Bank of Montreal Can ($3.72M), Osaic Holdings Inc. ($2.62M), and PineStone Asset Management Inc. ($2.08M).

How much institutional buying is happening at Mastercard?

Institutional investors have bought a total of 951,034,374 shares in the last 24 months. This purchase volume represents approximately $381.99B in transactions.

Which Mastercard major shareholders have been selling company stock?

Of the 2,279 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 164,931,550 shares in the last 24 months. This volume of shares sold represents approximately $71.05B in transactions.


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This page (NYSE:MA) was last updated on 3/25/2025 by MarketBeat.com Staff
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