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Mastercard (MA) Institutional Ownership

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$497.17 -7.57 (-1.50%)
Closing price 03:59 PM Eastern
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$497.99 +0.83 (+0.17%)
As of 05:36 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)
2652
Total
Institutional Inflows
(last 12 months)
$109.11B
Number of
Institutional Sellers
(last 12 months)
2134
Total
Institutional Outflows
(last 12 months)
$36.74B
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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
5/5/2026Beaumont Financial Advisors LLC3,118$1.56M0.1%-11.8%0.000%
5/5/2026Marks Group Wealth Management Inc4,779$2.39M0.2%+9.4%0.001%
5/5/2026Bank of New York Mellon Corp7,417,442$3.71B0.7%-4.6%0.832%
5/5/2026Illinois Municipal Retirement Fund78,712$39.33M0.5%+9.7%0.009%
5/5/2026Three Seasons Wealth LLC4,035$2.02M0.8%-6.0%0.000%
5/5/2026Nolet Wealth Management LLC688$344K0.2%+9.4%0.000%
5/5/2026Journey Advisory Group LLC3,212$1.61M0.1%+16.7%0.000%
5/5/2026Geneos Wealth Management Inc.6,375$3.19M0.1%+1.1%0.001%
5/5/2026Harel Insurance Investments & Financial Services Ltd.1,930$963K0.0%+31.1%0.000%
5/5/2026MASTERINVEST Kapitalanlage GmbH20,645$10.32M1.1%+5.7%0.002%
5/5/2026NFSG Corp253$127K0.0%-93.3%0.000%
5/5/2026Livforsakringsbolaget Skandia Omsesidigt46,990$23.48M0.9%+32.8%0.005%
5/5/2026Northstar Financial Companies Inc.1,828$913K0.7%-4.9%0.000%
5/5/2026Signet Financial Management LLC499$249K0.0%N/A0.000%
5/5/2026SouthState Bank Corp78,915$39.43M1.8%-0.7%0.009%
5/5/2026Mandatum Life Insurance Co Ltd14,395$7.19M1.6%+1.0%0.002%
5/5/2026Advisors Preferred LLC1,022$511K0.1%+116.1%0.000%
5/5/2026Katamaran Capital LLP27,735$13.86M11.2%+166.2%0.003%
5/5/2026Sanctuary Advisors LLC82,145$41.04M0.2%-8.5%0.009%
5/5/2026Sigma Planning Corp8,756$4.38M0.1%-5.4%0.001%
5/5/2026Cornerstone Advisory LLC9,745$4.87M0.5%+2.4%0.001%
5/5/2026Members Trust Co605$302K0.0%+4.7%0.000%
5/5/2026Adell Harriman & Carpenter Inc.38,630$19.30M1.2%-1.2%0.004%
5/5/2026Checchi Capital Advisers LLC7,957$3.98M0.2%+3.6%0.001%
5/5/2026First National Bank of Hutchinson1,560$779K0.5%-45.1%0.000%
5/5/2026Roberts Glore & Co. Inc. IL493$246K0.1%-7.5%0.000%
5/5/2026Nwam LLC4,980$2.49M0.1%+224.2%0.001%
5/5/2026Maryland State Retirement & Pension System40,517$20.25M0.4%+0.7%0.005%
5/5/2026Hillsdale Investment Management Inc.15,216$7.60M0.2%+14.2%0.002%
5/5/2026Hartford Funds Management Co LLC3,913$1.96M0.2%-9.9%0.000%
5/5/2026Avantax Planning Partners Inc.2,565$1.28M0.0%+2.7%0.000%
5/4/2026Nicholson Wealth Management Group LLC3,377$1.69M1.0%+3.9%0.000%
5/4/2026Summit Wealth Group LLC638$319K0.1%+64.0%0.000%
5/4/2026Calamos Wealth Management LLC7,047$3.52M0.1%+10.0%0.001%
5/4/2026Calamos Advisors LLC248,453$124.14M0.4%+3.2%0.028%
5/4/2026AMG National Trust Bank5,695$2.85M0.1%+0.9%0.001%
5/4/2026Retirement Planning Group LLC1,141$570K0.0%+10.3%0.000%
5/4/2026Mattern Capital Management LLC15,960$7.98M1.0%+11.9%0.002%
5/4/2026Legacy Capital Group California Inc.892$446K0.2%-23.6%0.000%
5/4/2026Evernest Financial Advisors LLC3,090$1.57M0.3%-2.1%0.000%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management9,603$4.80M0.1%+6.0%0.001%
5/4/2026Bryn Mawr Trust Advisors LLC10,358$5.18M0.3%-1.8%0.001%
5/4/2026Bleakley Financial Group LLC26,640$13.31M0.2%-9.4%0.003%
5/4/2026Archer Investment Corp4,289$2.14M0.5%+4.5%0.000%
5/4/2026Birinyi Associates Inc.44,857$22.41M6.1%-0.3%0.005%
5/4/2026HBW Advisory Services LLC3,607$1.80M0.2%-4.6%0.000%
5/4/2026State of Michigan Retirement System239,681$119.76M0.6%-0.8%0.027%
5/4/2026NWF Advisory Services Inc.2,650$1.32M0.1%-2.1%0.000%
5/4/2026Nadler Financial Group Inc.1,089$544K0.1%-20.5%0.000%
5/4/2026TFR Capital LLC.4,731$2.36M0.7%+5.0%0.001%
5/4/2026Principal Financial Group Inc.2,437,439$1.22B0.7%+2.5%0.273%
5/4/2026Schwartz Investment Counsel Inc.183,474$91.68M3.3%-19.4%0.021%
5/4/2026Chicago Partners Investment Group LLC9,957$5.08M0.1%-2.8%0.001%
5/4/2026Gratus Wealth Advisors LLC2,452$1.23M0.2%-2.9%0.000%
5/4/2026Absher Wealth Management LLC2,924$1.46M0.2%+68.7%0.000%
5/4/2026One Wealth Map LLC1,283$636K0.3%-2.7%0.000%
5/4/2026IFC Advisors LLC4,420$2.21M0.3%-0.9%0.000%
5/4/2026Parr Mcknight Wealth Management Group LLC5,222$2.61M0.3%+2.4%0.001%
5/4/2026Uptick Partners LLC410$205K0.0%+8.5%0.000%
5/4/2026Arbejdsmarkedets Tillaegspension50,782$25.37M0.6%+17.4%0.006%
5/4/2026Triglav Investments D.O.O.26,164$13.07M0.9%-29.0%0.003%
5/4/2026Y.D. More Investments Ltd9,066$4.53M0.2%-17.8%0.001%
5/4/2026J. Safra Sarasin Holding AG144,289$72.06M1.2%-13.0%0.016%
5/4/2026Applied Finance Capital Management LLC58,662$29.31M2.2%+4.7%0.007%
5/4/2026Teachers Retirement System of The State of Kentucky123,417$61.67M0.5%+2.6%0.014%
5/4/2026Procyon Advisors LLC12,445$6.22M0.1%+1.8%0.001%
5/2/2026 Citizens Business Bank9,313$4.65M0.8%-2.2%0.001%
5/2/2026 CAP Partners LLC1,072$535K0.3%-15.3%0.000%
5/2/2026 LGT Fund Management Co Ltd.16,522$8.26M0.4%-18.6%0.002%
5/2/2026 Global Assets Advisory LLC2,589$1.29M0.3%+16.0%0.000%
5/2/2026 International Assets Investment Management LLC17,041$8.38M0.2%-0.8%0.002%
5/2/2026 Anchor Investment Management LLC9,894$4.94M0.4%+0.7%0.001%
5/2/2026 Castleview Partners LLC2,121$1.06M0.5%-10.5%0.000%
5/2/2026 Associated Banc Corp55,909$27.94M0.7%-0.7%0.006%
5/2/2026 United Bank8,335$4.17M1.4%+7.0%0.001%
5/2/2026 ARQ Wealth Advisors LLC7,879$3.94M0.7%+438.6%0.001%
5/2/2026 Diversify Wealth Management LLC25,945$13.63M0.2%+116.4%0.003%
5/2/2026 Valmark Advisers Inc.3,605$1.80M0.0%-2.6%0.000%
5/2/2026 Pittenger & Anderson Inc.49,717$24.84M1.0%-0.5%0.006%
5/2/2026 Gables Capital Management Inc.5,474$2.74M1.2%-0.5%0.001%
5/2/2026 Carnegie Investment Counsel143,477$69.33M1.3%+1.2%0.016%
5/2/2026 UNIVEST FINANCIAL Corp12,782$6.39M0.4%+13.1%0.001%
5/1/2026 180 Wealth Advisors LLC1,055$527K0.1%-7.8%0.000%
5/1/2026 Welch & Forbes LLC12,353$6.17M0.1%-9.5%0.001%
5/1/2026 Lincoln Capital LLC59,681$29.82M5.6%-0.9%0.007%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS189,708$94.79M0.5%-0.5%0.021%
5/1/2026 Citizens Financial Group Inc. RI183,763$91.82M1.3%+1.5%0.021%
5/1/2026 Midwest Trust Co10,537$5.27M0.1%-2.6%0.001%
5/1/2026 Fifth Third Bancorp871,642$435.53M0.8%+25.7%0.098%
5/1/2026 Glass Wealth Management Co LLC1,675$837K0.3%+16.3%0.000%
5/1/2026 Rossmore Private Capital15,733$7.86M0.7%-1.9%0.002%
5/1/2026 American Trust8,563$4.28M0.4%-17.2%0.001%
5/1/2026 Signature Resources Capital Management LLC70$35K0.0%-32.0%0.000%
5/1/2026 Summit Financial Strategies Inc.405$202K0.0%+5.7%0.000%
5/1/2026 WealthShield Partners LLC4,273$2.14M0.2%+17.9%0.000%
5/1/2026 TSA Wealth Managment LLC477$238K0.1%+25.9%0.000%
5/1/2026 Darwin Wealth Management LLC1,064$532K0.2%+18.9%0.000%
5/1/2026 Simplicity Wealth LLC7,899$3.95M0.2%+9.5%0.001%
5/1/2026 Candriam S.C.A.389,267$194.50M1.0%-6.7%0.044%
5/1/2026 Avid Wealth Partners LLC451$225K0.1%+11.4%0.000%


MA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MA shares?

During the previous two years, 3,981 institutional investors and hedge funds held shares of Mastercard. The most heavily invested institutionals were Vanguard Group Inc. ($45.61B), J. Stern & Co. LLP ($41.44B), State Street Corp ($20.90B), Geode Capital Management LLC ($11.77B), FMR LLC ($11.73B), Kingstone Capital Partners Texas LLC ($11.42B), and Price T Rowe Associates Inc. MD ($10.87B).Learn more on Mastercard's institutional investors.

What percentage of Mastercard's stock is owned by institutional investors?

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

Which institutional investors have been buying Mastercard's stock?

Of the 3,427 institutional investors that purchased Mastercard's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: J. Stern & Co. LLP ($72.49M), Norges Bank ($35.15M), Kingstone Capital Partners Texas LLC ($20.33M), Laurel Wealth Advisors LLC ($13.40M), GAMMA Investing LLC ($8.23M), International Assets Investment Management LLC ($8.04M), and Nuveen LLC ($7.73M).

How much institutional buying is happening at Mastercard?

Institutional investors have bought a total of 192,989,634 shares in the last 24 months. This purchase volume represents approximately $109.11B in transactions.

Which of Mastercard's major shareholders have been selling company stock?

Of the 2,129 institutional investors that sold Mastercard's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Laurel Wealth Advisors LLC ($13.40M), Cardano Risk Management B.V. ($3.69M), Amundi ($2.02M), Capital World Investors ($1.72M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($1.61M), T. Rowe Price Investment Management Inc. ($1.59M), and Franklin Resources Inc. ($1.50M).

How much institutional selling is happening at Mastercard?

Institutional investors have sold a total of 65,644,814 shares in the last 24 months. This volume of shares sold represents approximately $36.74B in transactions.



This page (NYSE:MA) was last updated on 5/5/2026 by MarketBeat.com Staff.
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