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Mastercard (MA) Institutional Ownership

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$563.56 +0.28 (+0.05%)
As of 10:49 AM 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)
2206
Total
Institutional Inflows
(last 12 months)
$34.59B
Number of
Institutional Sellers
(last 12 months)
1650
Total
Institutional Outflows
(last 12 months)
$29.92B
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MA Institutional Buying and Selling by Quarter

Mastercard Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/21/2025AlphaCore 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%
2/20/2025Sunbeam 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%
2/20/2025Kingstone Capital Partners Texas LLC3,416$1.80M1.5%N/A0.000%
2/20/2025Jupiter 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%
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%
2/18/2025 Gordian Capital Singapore Pte Ltd6,516$3.43M1.7%+10.3%0.001%
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2/18/2025 City National Bank of Florida MSD1,159$610K0.6%N/A0.000%
2/18/2025 JT Stratford LLC1,648$868K0.1%-5.6%0.000%
2/18/2025 Cornerstone Advisory LLC9,090$5.13M0.6%-2.3%0.001%
2/18/2025 Brown Shipley& Co Ltd573$302K0.1%-30.6%0.000%
2/18/2025 Mosaic Family Wealth Partners LLC1,867$983K0.1%-13.7%0.000%
2/18/2025 RB Capital Management LLC9,540$5.02M1.1%+2.0%0.001%
2/18/2025 Pinkerton Retirement Specialists LLC5,486$2.89M0.4%-2.2%0.001%
2/18/2025 49 Wealth Management LLC503$265K0.0%+7.7%0.000%
2/18/2025 Orion Capital Management LLC329$173K0.1%N/A0.000%
2/18/2025 McIlrath & Eck LLC368$194K0.0%-12.0%0.000%
2/18/2025 Monograph Wealth Advisors LLC593$312K0.0%N/A0.000%
2/18/2025 Novem Group3,971$2.09M0.3%N/A0.000%
2/18/2025 10Elms LLP62$33K0.0%N/A0.000%
2/18/2025 Castleark Management LLC135,269$71.23M2.5%+3.4%0.015%
2/18/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp240,851$126.83M0.8%+5.9%0.026%
2/18/2025 Focus Partners Advisor Solutions LLC11,176$5.89M0.1%+10.2%0.001%
2/18/2025 First Heartland Consultants Inc.1,978$1.04M0.1%-1.2%0.000%
2/18/2025 Royal Capital Wealth Management LLC20,156$10.61M7.4%+0.1%0.002%
2/18/2025 White Knight Strategic Wealth Advisors LLC3,758$1.98M0.8%+97.4%0.000%
2/18/2025 Mpwm Advisory Solutions LLC68$36K0.0%N/A0.000%
2/18/2025 Principal Street Partners LLC2,478$1.31M0.3%-31.2%0.000%
2/18/2025 Delta Investment Management LLC2,629$1.38M0.3%-11.0%0.000%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC7,033,571$3.70B0.9%+11.5%0.766%
2/17/2025 USS Investment Management Ltd159,389$84.03M0.6%+0.3%0.017%
2/17/2025 Voloridge Investment Management LLC192,559$101.40M0.4%-64.0%0.021%
2/17/2025 Waverly Advisors LLC5,676$2.99M0.0%+138.4%0.001%
2/17/2025 Worldquant Millennium Advisors LLC312,615$164.61M1.1%+16.8%0.034%
2/17/2025 Wellington Wealth Strategies LLC.1,578$894K0.8%-17.9%0.000%
2/17/2025 Wesleyan Assurance Society30,880$16.28M1.2%+25.0%0.003%
2/17/2025 Whelan Financial464$244K0.1%N/A0.000%
2/17/2025 Whitford Management LLC37,975$20.00M5.4%+306.6%0.004%
2/17/2025 Williams Jones Wealth Management LLC.7,712$4.06M0.0%-21.6%0.001%
2/17/2025 Woodline Partners LP49,226$25.92M0.2%N/A0.005%
2/17/2025 Zurich Insurance Group Ltd FI300,180$158.07M1.3%-6.1%0.033%
2/17/2025 Victrix Investment Advisors1,595$840K0.6%N/A0.000%
2/17/2025 Soroban Capital Partners LP981,036$516.58M6.9%-2.8%0.107%
2/17/2025 Vident Advisory LLC148,977$78.45M1.4%+194.7%0.016%
2/17/2025 Visionary Wealth Advisors5,546$2.92M0.2%+9.5%0.001%
2/17/2025 Vista Cima Wealth Management LLC448$236K0.2%N/A0.000%
2/17/2025 Vivaldi Capital Management LP908$497K0.1%+16.4%0.000%
2/17/2025 Waters Parkerson & CO. LLC750$395K0.0%-11.8%0.000%
2/17/2025 WBI Investments LLC1,719$905K0.2%N/A0.000%
2/17/2025 Tremblant Capital Group4,998$2.63M0.3%+14.7%0.001%
2/17/2025 Triglav Skladi D.O.O.39,719$20.92M1.6%N/A0.004%
2/17/2025 Two Sigma Advisers LP1,078,000$567.64M1.3%+21.4%0.117%
2/17/2025 Two Sigma Investments LP423,537$223.02M0.5%-4.6%0.046%
2/17/2025 Temasek Holdings Private Ltd2,771,574$1.46B5.8%-1.2%0.302%
2/17/2025 Texas Bank & Trust Co8,099$4.27M1.8%N/A0.001%
2/17/2025 Teza Capital Management LLC4,163$2.19M0.3%+436.5%0.000%
2/17/2025 Tidal Investments LLC74,959$39.47M0.3%+11.4%0.008%
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2/17/2025 Tolleson Wealth Management Inc.5,388$2.84M0.6%-0.6%0.001%
2/17/2025 TrinityPoint Wealth LLC8,101$4.27M0.6%-0.5%0.001%
2/17/2025 State of Wyoming5,896$3.11M0.4%+557.3%0.001%
2/17/2025 Stonebrook Private Inc.1,733$913K0.2%+5.2%0.000%
2/17/2025 Strategic Global Advisors LLC11,506$6.06M1.1%+4.3%0.001%
2/17/2025 Strategic Wealth Partners Ltd.1,780$1.01M0.1%+3.5%0.000%
2/17/2025 Strive Asset Management LLC1,847$973K0.7%N/A0.000%
2/17/2025 Thornburg Investment Management Inc.116,501$61.35M0.8%-0.7%0.013%
2/17/2025 Toronto Dominion Bank452,329$238.18M0.4%+6.0%0.049%
2/17/2025 Steinberg Asset Management LLC1,966$1.04M0.8%-32.1%0.000%
(Data available from 1/1/2016 forward)

MA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MA shares?

During the previous two years, 3,497 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 2,932 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 950,183,847 shares in the last 24 months. This purchase volume represents approximately $381.44B in transactions.

Which Mastercard major shareholders have been selling company stock?

Of the 2,280 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 165,345,949 shares in the last 24 months. This volume of shares sold represents approximately $71.19B in transactions.



This page (NYSE:MA) was last updated on 2/21/2025 by MarketBeat.com Staff
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