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Mastercard (MA) Institutional Ownership

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+0.31 (+0.07%)
(As of 04/26/2024 ET)
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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)
1909
Total
Institutional Inflows
(last 12 months)
$347.04B
Number of
Institutional Sellers
(last 12 months)
1605
Total
Institutional Outflows
(last 12 months)
$41.91B
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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
4/27/2024 Riverwater Partners LLC1,260$607K0.4%-4.3%0.000%
4/27/2024 Weatherly Asset Management L. P.5,571$2.68M0.3%+2.4%0.001%
4/27/2024James Hambro & Partners5,048$2.43M0.1%-6.8%0.001%
4/27/2024Vigilare Wealth Management620$299K0.1%-62.1%0.000%
4/27/2024Conning Inc.15,807$7.61M0.2%-3.0%0.002%
4/27/2024Foster Victor Wealth Advisors LLC43,994$20.60M1.9%+2.9%0.005%
4/27/2024K.J. Harrison & Partners Inc6,372$3.07M0.5%+0.7%0.001%
4/26/2024Pinnacle Associates Ltd.39,968$19.25M0.3%-5.7%0.004%
4/26/2024Sterling Investment Counsel LLC1,863$897K0.4%+6.6%0.000%
4/26/2024Securian Asset Management Inc.48,594$23.40M0.7%-7.3%0.005%
4/26/2024Triasima Portfolio Management inc.829$399K0.0%-14.0%0.000%
4/26/2024Harrington Investments INC2,620$1.26M0.7%+121.8%0.000%
4/26/2024BLB&B Advisors LLC4,597$2.21M0.1%+59.8%0.000%
4/26/2024Conestoga Capital Advisors LLC1,005$484K0.0%-9.0%0.000%
4/26/2024UMB Bank n.a.205,607$99.01M1.6%-1.5%0.022%
4/26/2024Cottonwood Capital Advisors LLC1,862$856K0.7%-10.2%0.000%
4/26/2024Highview Capital Management LLC DE 634$305K0.1%-8.8%0.000%
4/26/2024Prestige Wealth Management Group LLC2,510$1.21M0.3%-49.6%0.000%
4/26/2024Crestone Asset Management LLC434$209K0.0%N/A0.000%
4/26/2024Renaissance Group LLC74,050$35.66M1.3%-2.7%0.008%
4/26/2024JNBA Financial Advisors664$320K0.0%-7.9%0.000%
4/26/2024Yousif Capital Management LLC110,556$53.24M0.6%-1.3%0.012%
4/26/2024Schmidt P J Investment Management Inc.8,354$4.02M0.8%-4.3%0.001%
4/26/2024Farmers & Merchants Trust Co of Chambersburg PA332$160K0.1%-75.8%0.000%
4/26/2024YHB Investment Advisors Inc.3,737$1.80M0.2%-1.8%0.000%
4/26/2024SlateStone Wealth LLC15,369$7.40M0.7%+67.9%0.002%
4/26/2024Peregrine Capital Management LLC128,759$62.01M1.8%-1.7%0.014%
4/26/2024Coastline Trust Co17,774$8.56M1.0%+10.5%0.002%
4/26/2024Opus Capital Group LLC440$212K0.0%N/A0.000%
4/26/2024First National Trust Co3,694$1.78M0.1%+1.1%0.000%
4/26/2024McKinley Carter Wealth Services Inc.20,068$9.66M0.6%+1.7%0.002%
4/26/2024Mitchell & Pahl Private Wealth LLC1,881$906K0.5%-5.7%0.000%
4/26/2024Clear Creek Financial Management LLC1,430$689K0.1%+14.1%0.000%
4/26/2024Quantum Financial Advisors LLC1,575$759K0.1%+2.9%0.000%
4/26/2024Legacy Bridge LLC545$262K0.2%-5.2%0.000%
4/26/2024SYSTM Wealth Solutions LLC13,471$6.49M0.8%-1.2%0.001%
4/26/2024Sumitomo Life Insurance Co.26,618$11.94M0.3%+33.6%0.003%
4/26/2024Chicago Partners Investment Group LLC12,950$5.99M0.3%-22.2%0.001%
4/26/2024 Mesirow Financial Investment Management Inc.56,204$27.07M0.6%N/A0.006%
4/26/2024Patrick M Sweeney & Associates Inc.1,087$524K0.4%+2.8%0.000%
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4/26/2024MONECO Advisors LLC6,785$3.27M0.5%+2.9%0.001%
4/26/2024Sigma Investment Counselors Inc.917$442K0.0%+13.5%0.000%
4/26/2024KG&L Capital Management LLC2,303$1.11M0.4%+4.4%0.000%
4/26/2024Verdence Capital Advisors LLC13,158$6.34M0.6%-1.7%0.001%
4/26/2024Petredis Investment Advisors LLC8,683$4.18M0.5%+1.4%0.001%
4/26/2024Davies Financial Advisors Inc.2,269$1.09M1.1%N/A0.000%
4/26/2024Financial Insights Inc.747$360K0.1%-6.3%0.000%
4/26/2024Checchi Capital Advisers LLC8,405$4.05M0.3%-0.4%0.001%
4/26/2024Latitude Advisors LLC1,388$669K0.4%-7.2%0.000%
4/26/2024Tritonpoint Wealth LLC31,336$15.09M1.5%-5.4%0.003%
4/26/2024Bogart Wealth LLC17,731$8.54M0.4%+3.6%0.002%
4/25/2024Alta Capital Management LLC120,152$57.86M3.6%-3.4%0.013%
4/25/2024Lindbrook Capital LLC5,206$2.51M0.2%+7.7%0.001%
4/25/2024New York State Teachers Retirement System838,428$403.76M0.8%-3.3%0.090%
4/25/2024Cardinal Strategic Wealth Guidance805$388K0.1%-24.3%0.000%
4/25/2024WCM Investment Management LLC7,216$3.48M0.0%-6.7%0.001%
4/25/2024Values Added Financial LLC1,241$598K0.5%+5.3%0.000%
4/25/2024Center for Financial Planning Inc.300$144K0.0%+200.0%0.000%
4/25/2024TRUE Private Wealth Advisors1,062$512K0.1%+2.4%0.000%
4/25/2024Adell Harriman & Carpenter Inc.31,682$15.26M1.3%+5.6%0.003%
4/25/2024Bank of New York Mellon Corp9,957,913$4.80B0.9%-4.7%1.067%
4/25/2024Kinneret Advisory LLC27,136$13.07M1.3%-0.3%0.003%
4/25/2024Osborne Partners Capital Management LLC647$312K0.0%-8.7%0.000%
4/25/2024Bridges Investment Management Inc.210,415$101.33M3.2%-4.1%0.023%
4/25/2024Equitable Trust Co.38,211$18.40M1.3%-3.5%0.004%
4/25/2024Professional Financial Advisors LLC2,747$1.32M0.4%+3.7%0.000%
4/25/2024Advocate Group LLC7,704$3.71M0.7%+14.6%0.001%
4/25/2024Capital Investment Advisory Services LLC3,285$1.58M0.2%-12.2%0.000%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 343,154$165.25M0.6%-6.8%0.037%
4/25/2024Aubrey Capital Management Ltd7,100$3.42M1.2%+51.1%0.001%
4/25/2024L.M. Kohn & Company9,716$4.68M1.3%+0.6%0.001%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund180,739$87.04M1.0%+2.9%0.019%
4/25/2024Aaron Wealth Advisors LLC4,695$2.26M0.3%+22.3%0.001%
4/25/2024Eudaimonia Partners LLC1,414$681K0.2%+2.5%0.000%
4/25/2024 Valeo Financial Advisors LLC22,987$10.63M0.3%+2.2%0.002%
4/25/2024Whalen Wealth Management Inc.2,559$1.23M0.9%+4.3%0.000%
4/25/2024Peterson Financial Group Inc.3,146$1.52M0.9%+22.1%0.000%
4/25/2024Telos Capital Management Inc.25,133$12.10M1.4%+12.1%0.003%
4/25/2024Argus Investors Counsel Inc.2,096$1.01M0.6%+13.6%0.000%
4/25/2024 IMA Wealth Inc.1,445$696K0.3%N/A0.000%
4/25/2024 Summit Financial LLC4,306$2.07M0.1%-7.8%0.000%
4/25/2024 Cambridge Investment Research Advisors Inc.87,707$42.24M0.2%-1.0%0.009%
4/24/2024 Private Trust Co. NA14,496$6.98M0.8%+3.5%0.002%
4/24/2024 Elite Wealth Management Inc.13,828$6.66M0.2%-1.3%0.001%
4/24/2024 Leavell Investment Management Inc.13,069$6.29M0.4%+8.0%0.001%
4/24/2024 PSI Advisors LLC1,793$863K0.3%-2.1%0.000%
4/24/2024 Patton Albertson Miller Group LLC13,493$6.50M1.0%+9.0%0.001%
4/24/2024 Zhang Financial LLC1,587$764K0.1%+7.2%0.000%
4/24/2024 CENTRAL TRUST Co40,375$19.44M0.5%-0.4%0.004%
4/24/2024 V Square Quantitative Management LLC14,939$7.19M1.2%+29.2%0.002%
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4/24/2024 1900 Wealth Management LLC513$247K0.0%-40.0%0.000%
4/24/2024 Oak Family Advisors LLC8,829$4.25M1.6%-0.6%0.001%
4/24/2024 Berkshire Bank2,855$1.38M0.3%N/A0.000%
4/24/2024 Newbridge Financial Services Group Inc.442$213K0.1%-32.7%0.000%
4/24/2024 Pegasus Partners Ltd.4,902$2.36M0.3%-5.4%0.001%
4/24/2024 Adams Diversified Equity Fund Inc.30,562$14.72M0.5%-64.4%0.003%
4/24/2024 Premier Path Wealth Partners LLC4,560$2.20M0.4%-2.1%0.000%
4/24/2024 Acorn Creek Capital LLC530$255K0.2%+6.4%0.000%
4/24/2024 HMS Capital Management LLC3,387$1.63M0.9%-0.8%0.000%
4/24/2024 Marino Stram & Associates LLC1,586$764K0.2%+2.1%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, 3,132 institutional investors and hedge funds held shares of Mastercard. The most heavily invested institutionals were Vanguard Group Inc. ($32.10B), Aspire Private Capital LLC ($18.90B), BlackRock Inc. ($18.19B), State Street Corp ($13.87B), Price T Rowe Associates Inc. MD ($9.55B), Capital International Investors ($8.97B), and FMR LLC ($8.24B).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 2,653 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 ($824.76M), Norges Bank ($10.77M), Vanguard Group Inc. ($7.18M), Price T Rowe Associates Inc. MD ($5.35M), Wellington Management Group LLP ($5.05M), Bishop Rock Capital L.P. ($4.88M), and International Assets Investment Management LLC ($3.92M).

How much institutional buying is happening at Mastercard?

Institutional investors have bought a total of 948,258,813 shares in the last 24 months. This purchase volume represents approximately $369.41B in transactions.

Which Mastercard major shareholders have been selling company stock?

Of the 2,197 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), Magellan Asset Management Ltd ($3.75M), Envestnet Asset Management Inc. ($3.45M), Bank of New York Mellon Corp ($3.00M), Wellington Management Group LLP ($2.96M), Price T Rowe Associates Inc. MD ($2.88M), and Aaron Wealth Advisors LLC ($2.80M).

How much institutional selling is happening at Mastercard?

Institutional investors have sold a total of 152,278,363 shares in the last 24 months. This volume of shares sold represents approximately $56.71B in transactions.


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This page (NYSE:MA) was last updated on 4/28/2024 by MarketBeat.com Staff

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