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Mastercard (MA) Institutional Ownership

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$525.22 +2.08 (+0.40%)
As of 01/17/2025 03:59 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)
1867
Total
Institutional Inflows
(last 12 months)
$24.96B
Number of
Institutional Sellers
(last 12 months)
1498
Total
Institutional Outflows
(last 12 months)
$23.86B
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MA Institutional Buying and Selling by Quarter

Mastercard Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Cerro Pacific Wealth Advisors LLC1,131$558K0.2%+28.8%0.000%
1/17/2025 New Century Financial Group LLC2,668$1.39M0.6%-9.1%0.000%
1/17/2025 FCG Investment Co4,796$2.53M1.5%+6.8%0.001%
1/17/2025 Lifestyle Asset Management Inc.2,430$1.28M0.7%+1.9%0.000%
1/17/2025 Yeomans Consulting Group Inc.415$219K0.1%-5.3%0.000%
1/17/2025 Apeiron RIA LLC555$292K0.1%+9.5%0.000%
1/17/2025 Veracity Capital LLC2,599$1.37M0.5%+3.4%0.000%
1/17/2025 Secure Asset Management LLC770$405K0.1%+62.8%0.000%
1/17/2025 Red Door Wealth Management LLC888$468K0.1%+40.3%0.000%
1/17/2025 Galvin Gaustad & Stein LLC9,533$5.02M0.4%-0.8%0.001%
1/17/2025 Whalen Wealth Management Inc.1,771$933K0.6%N/A0.000%
1/17/2025 Avior Wealth Management LLC10,648$5.61M0.2%-11.5%0.001%
1/17/2025 Beacon Investment Advisory Services Inc.143,058$75.33M3.3%-1.9%0.016%
1/17/2025 Burr Financial Services LLC1,989$1.05M0.7%-2.9%0.000%
1/17/2025 Raleigh Capital Management Inc.614$323K0.1%+9.1%0.000%
1/17/2025 D.B. Root & Company LLC2,763$1.46M0.5%+2.9%0.000%
1/17/2025 Mutual Advisors LLC6,030$3.15M0.1%-1.4%0.001%
1/17/2025 Echo45 Advisors LLC824$430K0.3%+3.6%0.000%
1/17/2025 True North Advisors LLC1,338$705K0.2%+4.9%0.000%
1/17/2025 Wendell David Associates Inc.120,894$63.66M6.3%-0.9%0.013%
1/17/2025 Traynor Capital Management Inc.757$399K0.0%+62.8%0.000%
1/17/2025 Independent Wealth Network Inc.624$329K0.1%+5.4%0.000%
1/17/2025 Wesbanco Bank Inc.68,280$35.95M1.2%-4.0%0.007%
1/17/2025 Rothschild & Co Wealth Management UK Ltd1,315,774$692.85M12.2%-11.9%0.143%
1/17/2025 Janney Montgomery Scott LLC294,978$155.33M0.4%+0.9%0.032%
1/17/2025 Bartlett & CO. Wealth Management LLC332,955$175.32M2.5%+1.1%0.036%
1/17/2025 Phillips Wealth Planners LLC1,036$523K0.5%-2.2%0.000%
1/17/2025 Park Place Capital Corp2,503$1.32M0.4%+8.2%0.000%
1/17/2025 Daymark Wealth Partners LLC7,770$4.09M0.1%-4.0%0.001%
1/17/2025 Albion Financial Group UT486$256K0.0%-23.0%0.000%
1/17/2025 ERTS Wealth Advisors LLC1,193$628K0.1%-2.1%0.000%
1/17/2025 Advisory Alpha LLC1,683$886K0.0%+12.7%0.000%
1/17/2025 West Branch Capital LLC6,913$3.64M1.2%+10.9%0.001%
1/17/2025 Missouri Trust & Investment Co3,840$2.02M0.7%-0.7%0.000%
1/17/2025 Dakota Wealth Management12,778$6.73M0.2%+0.7%0.001%
1/17/2025 XML Financial LLC1,142$601K0.1%+15.0%0.000%
1/17/2025 Nisa Investment Advisors LLC289,833$152.62M0.6%+2.2%0.032%
1/17/2025 Genesis Private Wealth LLC1,674$881K0.5%N/A0.000%
1/17/2025 Simon Quick Advisors LLC6,473$3.41M0.2%+5.3%0.001%
1/17/2025 Sheets Smith Wealth Management2,353$1.24M0.2%-6.0%0.000%
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1/17/2025 Beaumont Financial Advisors LLC2,984$1.57M0.1%+3.4%0.000%
1/17/2025 MCF Advisors LLC994$523K0.0%-6.8%0.000%
1/17/2025 Mirabaud & Cie SA6,708$3.53M1.1%-6.8%0.001%
1/17/2025 Verum Partners LLC955$503K0.1%+2.7%0.000%
1/17/2025 Perfromance Wealth Partners LLC853$449K0.0%-5.0%0.000%
1/17/2025 Octavia Wealth Advisors LLC749$394K0.0%-6.3%0.000%
1/17/2025 Bedrijfstakpensioenfonds Voor DE Media PNO43,450$22.10M2.8%-13.0%0.005%
1/17/2025 Fort Washington Investment Advisors Inc. OH400$211K0.0%N/A0.000%
1/17/2025 Mogy Joel R Investment Counsel Inc.39,462$20.78M1.2%-0.2%0.004%
1/17/2025 Exchange Bank1,239$652K0.5%+3.3%0.000%
1/17/2025 Atomi Financial Group Inc.11,579$6.10M0.3%+27.8%0.001%
1/17/2025 Great Waters Wealth Management386$203K0.0%-6.3%0.000%
1/17/2025 Monterey Private Wealth Inc.382$201K0.1%N/A0.000%
1/17/2025 AMI Asset Management Corp81,804$43.08M2.3%-2.4%0.009%
1/17/2025 Transform Wealth LLC15,694$8.26M0.5%+4.1%0.002%
1/17/2025 Chesley Taft & Associates LLC53,454$28.15M1.3%-1.3%0.006%
1/17/2025 Alpha Cubed Investments LLC4,489$2.36M0.1%-18.4%0.000%
1/17/2025 Clear Harbor Asset Management LLC20,185$10.63M0.8%+0.3%0.002%
1/17/2025 Segment Wealth Management LLC5,821$3.07M0.2%+0.4%0.001%
1/17/2025 TB Alternative Assets Ltd.3,792$2.00M0.5%N/A0.000%
1/17/2025 Perpetual Ltd3,932$2.07M0.0%-44.7%0.000%
1/16/2025 First United Bank & Trust4,269$2.25M0.8%-1.9%0.000%
1/16/2025 Charles Schwab Trust Co7,981$4.20M0.4%+2.3%0.001%
1/16/2025 Lmcg Investments LLC23,612$12.43M0.8%-3.6%0.003%
1/16/2025 Legal Advantage Investments Inc.2,471$1.30M0.7%+3.0%0.000%
1/16/2025 Solidarity Wealth LLC21,877$11.52M3.0%+6.3%0.002%
1/16/2025 Aspiriant LLC3,045$1.60M0.1%+5.5%0.000%
1/16/2025 Crossmark Global Holdings Inc.93,477$49.22M0.9%+2.2%0.010%
1/16/2025 Chesapeake Wealth Management2,717$1.43M0.5%-2.0%0.000%
1/16/2025 Reliant Investment Management LLC10,494$5.53M2.4%+2.5%0.001%
1/16/2025 Davies Financial Advisors Inc.1,716$903K0.8%-14.6%0.000%
1/16/2025 Mitchell & Pahl Private Wealth LLC1,763$928K0.4%-6.0%0.000%
1/16/2025 Ballentine Partners LLC20,210$10.64M0.2%+2.2%0.002%
1/16/2025 Atwood & Palmer Inc.63,921$33.66M2.3%-0.4%0.007%
1/16/2025 Pure Financial Advisors LLC1,264$666K0.0%+21.1%0.000%
1/16/2025 Addenda Capital Inc.14,979$7.89M0.4%-0.3%0.002%
1/16/2025 Abacus Wealth Partners LLC487$256K0.0%+15.7%0.000%
1/16/2025 New Hampshire Trust5,763$3.04M0.6%-4.9%0.001%
1/16/2025 Koshinski Asset Management Inc.4,922$2.59M0.0%+3.5%0.001%
1/16/2025 Central Bank & Trust Co.14,762$7.77M1.2%-6.2%0.002%
1/16/2025 Sky Investment Group LLC23,370$12.31M2.3%-1.0%0.003%
1/16/2025 Mountain Pacific Investment Advisers LLC630$332K0.0%-11.9%0.000%
1/16/2025 Wealthquest Corp655$345K0.0%+3.5%0.000%
1/16/2025 Harbor Investment Advisory LLC25,981$13.68M1.2%-0.5%0.003%
1/16/2025 Gemmer Asset Management LLC757$399K0.0%-25.5%0.000%
1/16/2025 Union Savings Bank3,416$1.80M0.9%-3.4%0.000%
1/16/2025 Cove Private Wealth LLC3,009$1.58M1.0%N/A0.000%
1/16/2025 Mitchell Mcleod Pugh & Williams Inc.1,240$653K0.1%-28.7%0.000%
1/16/2025 Zhang Financial LLC1,730$911K0.1%+5.4%0.000%
1/16/2025 Guinness Atkinson Asset Management Inc14,774$7.78M4.0%-6.5%0.002%
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1/16/2025 MassMutual Private Wealth & Trust FSB11,176$5.89M0.2%+1.2%0.001%
1/16/2025 Guinness Asset Management LTD90,678$47.75M0.9%+9.9%0.010%
1/16/2025 Corundum Group Inc.3,062$1.61M0.6%+100.7%0.000%
1/16/2025 FLC Capital Advisors1,562$823K0.2%-1.6%0.000%
1/16/2025 DLK Investment Management LLC971$511K0.2%+2.8%0.000%
1/16/2025 Stokes Capital Advisors LLC14,637$7.71M2.0%-0.2%0.002%
1/16/2025 Bremer Bank National Association9,056$4.77M0.9%-0.4%0.001%
1/16/2025 UMB Bank n.a.123,936$65.26M1.0%-1.9%0.014%
1/16/2025 BlueSky Wealth Advisors LLC380$200K0.0%N/A0.000%
1/16/2025 Strong Tower Advisory Services6,376$3.36M0.9%+6.2%0.001%
(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, 3,211 institutional investors and hedge funds held shares of Mastercard. The most heavily invested institutionals were Vanguard Group Inc. ($36.40B), Aspire Private Capital LLC ($18.90B), State Street Corp ($17.43B), FMR LLC ($10.55B), Capital International Investors ($10.08B), Price T Rowe Associates Inc. MD ($9.90B), and Geode Capital Management LLC ($9.04B).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 2,662 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), International Assets Investment Management LLC ($11.95M), Norges Bank ($10.77M), Envestnet Asset Management Inc. ($3.89M), Bank of Montreal Can ($3.85M), Osaic Holdings Inc. ($2.62M), and Price T Rowe Associates Inc. MD ($2.25M).

How much institutional buying is happening at Mastercard?

Institutional investors have bought a total of 924,729,782 shares in the last 24 months. This purchase volume represents approximately $366.23B in transactions.

Which Mastercard major shareholders have been selling company stock?

Of the 2,181 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), Envestnet Asset Management Inc. ($3.40M), Wellington Management Group LLP ($3.37M), Bank of New York Mellon Corp ($2.56M), and Magellan Asset Management Ltd ($1.86M).

How much institutional selling is happening at Mastercard?

Institutional investors have sold a total of 156,062,965 shares in the last 24 months. This volume of shares sold represents approximately $64.71B in transactions.


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This page (NYSE:MA) was last updated on 1/20/2025 by MarketBeat.com Staff
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