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Mastercard (MA) Institutional Ownership

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$615.18 +11.94 (+1.98%)
As of 01:34 PM Eastern
This is a fair market value price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Mastercard (NYSE:MA)

Current
Institutional Ownership
Percentage
97.28%
Number of
Institutional Buyers
(last 12 months)
2364
Total
Institutional Inflows
(last 12 months)
$72.34B
Number of
Institutional Sellers
(last 12 months)
1871
Total
Institutional Outflows
(last 12 months)
$27.84B
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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
10/15/2026Assenagon Asset Management S.A.241,045$132.93M0.1%-72.0%0.028%
10/15/2026RDA Financial Network3,986$2.20M0.5%+4.0%0.000%
10/15/2026Ninety One UK Ltd925,186$510.21M1.2%+24.1%0.106%
10/15/2026PFG Private Wealth Management LLC630$347K0.1%+20.0%0.000%
10/15/2026Ninety One SA Pty Ltd24,976$13.87M0.7%-2.5%0.003%
10/15/2026State of Alaska Department of Revenue103,436$57.04M0.5%-2.3%0.012%
10/15/2026TT Capital Management LLC1,351$745K0.4%+21.9%0.000%
10/15/2026LifeSteps Financial Inc.1,654$912K0.5%-1.5%0.000%
10/15/2026Charles Schwab Trust Co4,672$2.58M0.1%+6.9%0.001%
10/15/2026Formuepleje A S99,173$54.69M4.7%-20.2%0.011%
10/15/2026Ninety One North America Inc.64,070$35.33M1.8%-39.7%0.007%
10/15/2026Turtle Creek Wealth Advisors LLC19,850$10.95M0.6%+7.3%0.002%
10/15/2026Curated Wealth Partners LLC5,538$3.05M0.3%-97.8%0.001%
10/15/2026WealthPlan Investment Management LLC14,701$8.11M0.4%-5.7%0.002%
10/15/2026Purus Wealth Management LLC383$211K0.1%N/A0.000%
10/15/2026Nvwm LLC7,230$3.99M0.8%+0.3%0.001%
10/15/2026HBW Advisory Services LLC3,024$1.67M0.2%-19.3%0.000%
10/15/2026KG Capital Management1,385$764K0.5%+13.2%0.000%
10/15/2026B.A. Schrock Wealth Management Inc.450$248K0.1%N/A0.000%
10/15/2026Nolet Wealth Management LLC807$445K0.2%+4.3%0.000%
10/15/2026Howard Financial Services LTD.3,066$1.69M0.2%+16.7%0.000%
10/15/2026Martin Capital Advisors LLP10,013$5.52M2.9%-0.3%0.001%
10/15/2026Ashurst Perkins Coie Trust Co236$130K0.0%+12.4%0.000%
10/15/2026Triangle Securities Wealth Management1,244$686K0.1%-1.6%0.000%
10/15/2026William Allan Corp14,835$8.18M4.4%+0.2%0.002%
10/15/2026Mather Group LLC.22,581$12.45M0.1%+31.6%0.003%
10/15/2026First Pacific Financial187$103K0.0%+484.4%0.000%
10/15/2026Fortitude Family Office LLC1,303$718K0.1%+19.5%0.000%
10/15/2026Strategy Asset Managers LLC1,319$728K0.1%-5.3%0.000%
10/14/2026SC&H Financial Advisors Inc.2,640$1.46M0.2%-3.0%0.000%
10/14/2026Union Savings Bank3,369$1.86M0.8%-0.9%0.000%
10/14/2026Elmwood Wealth Management Inc.5,471$3.02M0.7%+0.9%0.001%
10/14/2026Essex LLC1,048$578K0.1%-2.2%0.000%
10/14/2026Baker Ellis Asset Management LLC1,627$897K0.1%-5.8%0.000%
10/14/2026SFM LLC d b a Sweeney Financial Advisors2,667$1.47M0.7%-34.5%0.000%
10/14/2026Sanders Morris Harris LLC4,261$2.36M0.3%N/A0.000%
10/14/2026Fairfield Financial Advisors LTD5,011$2.76M1.0%-7.7%0.001%
10/14/2026Consilium Wealth Advisory LLC1,441$795K0.2%+1.4%0.000%
10/14/2026Investment Planning Advisors Inc.685$378K0.1%+30.2%0.000%
10/14/2026Adirondack Trust Co.731$403K0.1%+4.4%0.000%
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10/14/2026Lodestone Wealth Management LLC539$297K0.1%+5.3%0.000%
10/14/2026Seelaus Asset Management LLC665$367K0.3%N/A0.000%
10/14/2026ABLE Financial Group LLC720$397K0.1%+28.3%0.000%
10/14/2026Aspen Wealth Management LLC704$388K0.1%+27.1%0.000%
10/14/2026Firethorn Wealth Partners LLC1,076$594K0.2%-3.1%0.000%
10/14/2026Generate Investment Management Ltd55,490$30.60M1.2%-1.5%0.006%
10/14/2026Thurston Springer Miller Herd & Titak Inc.514$284K0.5%-70.5%0.000%
10/14/2026Koa Wealth Management LLC3,951$2.18M1.5%+5.6%0.000%
10/14/2026First Citizens Bank & Trust Co.15,572$8.59M0.1%+167.7%0.002%
10/14/2026Focus Financial Network Inc.3,591$1.98M0.1%-5.9%0.000%
10/14/2026JM2 Capital Inc.827$456K0.3%-2.0%0.000%
10/14/2026XY Planning Network Inc.565$312K0.0%+15.5%0.000%
10/14/2026ProCore Advisors LLC684$377K0.4%+16.5%0.000%
10/14/2026Salem Investment Counselors Inc.1,337$737K0.0%-3.0%0.000%
10/14/2026Foster Group Inc.2,122$1.17M0.0%+0.9%0.000%
10/14/2026B. Riley Wealth Advisors Inc.11,463$6.32M0.2%+23.3%0.001%
10/14/2026Krilogy Financial LLC7,747$4.61M0.1%+27.4%0.001%
10/14/2026RHS Financial LLC670$369K0.1%+51.2%0.000%
10/13/2026Fluent Financial LLC380$210K0.1%-10.6%0.000%
10/13/2026Mechanics Bank Trust Department4,109$2.27M0.3%-4.9%0.000%
10/13/2026Spartan Planning & Wealth Management1,250$689K0.4%N/A0.000%
10/13/2026Fagan Associates Inc.20,750$11.44M1.3%-0.8%0.002%
10/13/2026Verus Wealth Management LLC1,518$837K0.5%N/A0.000%
10/13/2026Catalyst Private Wealth LLC803$443K0.2%+6.6%0.000%
10/13/2026Financial Planning Hawaii Inc.581$320K0.2%+5.4%0.000%
10/13/2026Salvus Wealth Management LLC1,373$757K0.4%-5.8%0.000%
10/13/2026Montrusco Bolton Investments Inc.286,931$158.23M2.6%-38.7%0.033%
10/13/2026First County Bank CT874$482K0.2%-13.0%0.000%
10/13/2026McGlone Suttner Wealth Management Inc.568$313K0.0%+20.9%0.000%
10/13/2026Steel Grove Capital Advisors LLC622$343K0.0%-17.2%0.000%
10/13/2026Seilern Investment Management Ltd142,816$78.76M9.8%-15.7%0.016%
10/13/2026Heffernan Advisory Inc.1,274$703K0.5%+16.5%0.000%
10/13/2026Sax Wealth Advisors LLC6,163$3.40M0.1%+28.6%0.001%
10/13/2026Fragasso Financial Advisors Inc3,590$2.12M0.1%+48.7%0.000%
10/13/2026NorthCrest Asset Manangement LLC51,363$29.52M0.7%-0.7%0.006%
10/13/2026Avior Wealth Management LLC8,183$4.51M0.1%-18.6%0.001%
10/13/2026Perpetual Ltd5,128$2.83M0.0%-18.8%0.001%
10/13/2026Burkett Asset Management Ltd470$259K0.2%-16.8%0.000%
10/10/2026HF Advisory Group LLC1,694$934K0.2%-27.9%0.000%
10/10/2026Armstrong Advisory Group Inc.388$214K0.0%+6.3%0.000%
10/10/2026Wealth Science Advisors LLC1,490$822K0.4%-25.3%0.000%
10/10/2026jvl associates llc1,752$966K0.3%+2.3%0.000%
10/10/2026Argus Investors Counsel Inc.1,596$880K0.7%+4.9%0.000%
10/10/2026Castleview Partners LLC1,201$662K0.3%-43.8%0.000%
10/9/2026Stokes Capital Advisors LLC15,946$8.79M2.0%-5.1%0.002%
10/9/2026Sound Income Strategies LLC1,163$668K0.0%-2.8%0.000%
10/9/2026GK Wealth Management LLC103$56K0.0%N/A0.000%
10/9/2026Balefire LLC2,233$1.23M0.2%-4.6%0.000%
10/9/2026Decker Wealth Management LLC414$228K0.0%N/A0.000%
10/9/2026Lincoln Capital LLC58,246$32.27M5.7%-0.4%0.007%
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10/9/2026Successful Portfolios LLC372$209K0.1%N/A0.000%
10/9/2026Avity Investment Management Inc.840$463K0.0%-4.0%0.000%
10/9/2026Riversedge Advisors LLC751$414K0.1%+13.4%0.000%
10/9/2026Wedmont Private Capital13,657$7.85M0.2%+21.8%0.002%
10/9/2026Intelligence Driven Advisers LLC2,172$1.20M0.2%-11.1%0.000%
10/9/2026Athena Wealth Management LLC540$298K0.2%+5.1%0.000%
10/9/2026Journey Retirement Planning & Investment Management LLC1,141$630K0.4%+6.5%0.000%
10/9/2026BOS Asset Management LLC1,413$779K0.2%-4.3%0.000%
10/9/2026Central Bank & Trust Co.12,553$6.92M1.0%-1.4%0.001%
10/9/2026Brown Shipley& Co Ltd257$142K0.1%-36.7%0.000%


MA Institutional Ownership - Frequently Asked Questions

During the previous two years, 4,014 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 ($18.98B), 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.

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

Of the 3,443 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 ($72.48M), 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).

Institutional investors have bought a total of 128,195,322 shares in the last 24 months. This purchase volume represents approximately $72.24B in transactions.

Of the 1,859 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. ($3.71M), Capital World Investors ($1.72M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($1.72M), Janus Henderson Group PLC ($1.69M), Jennison Associates LLC ($1.41M), and Franklin Resources Inc. ($1.31M).

Institutional investors have sold a total of 49,207,493 shares in the last 24 months. This volume of shares sold represents approximately $27.32B in transactions.



Institutional ownership data for NYSE:MA is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/15/2026. New 13F filings are added each quarter as they're published.
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