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Mastercard (MA) Institutional Ownership

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$539.00 -0.39 (-0.07%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$538.70 -0.30 (-0.05%)
As of 07/2/2026 07:58 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
2577
Total
Institutional Inflows
(last 12 months)
$100.83B
Number of
Institutional Sellers
(last 12 months)
2036
Total
Institutional Outflows
(last 12 months)
$33.48B
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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
7/2/2026 Kozak & Associates Inc.78$41K0.0%-22.8%0.000%
7/2/2026 Box Hill Private Wealth LLC423$217K0.2%-4.7%0.000%
7/2/2026 MassMutual Private Wealth & Trust FSB10,145$5.21M0.1%-5.3%0.001%
7/2/2026 Versant Capital Management Inc2,629$1.35M0.1%-29.0%0.000%
7/2/2026 Collective Family Office LLC1,541$791K0.2%-1.6%0.000%
7/2/2026 Hilltop National Bank3,135$1.61M0.3%-6.4%0.000%
7/2/2026 CX Institutional26,565$13.64M0.4%+12.1%0.003%
7/2/2026 First County Bank CT 1,005$516K0.2%-4.6%0.000%
7/1/2026 Noble Wealth Management PBC1,062$545K0.2%-3.8%0.000%
7/1/2026 Confluence Investment Management LLC136,514$70.11M1.1%-6.8%0.015%
7/1/2026 Adelphi Trust Co1,169$600K0.4%-20.7%0.000%
7/1/2026 Eastern Bank11,105$5.70M0.1%+6.3%0.001%
7/1/2026 Trust Co of the South1,656$851K0.1%+11.3%0.000%
7/1/2026 Roxbury Financial LLC79$40K0.0%+102.6%0.000%
6/24/2026Redwood Investment Management LLC1,982$990K0.1%+1.8%0.000%
6/23/2026Ballast Advisors LLC129$64K0.0%N/A0.000%
6/22/2026Sapient Capital LLC56,020$27.99M0.4%-38.7%0.006%
6/22/2026Vilga Financial Planning LLC485$242K0.2%-10.0%0.000%
6/18/2026Pacer Advisors Inc.54,551$27.26M0.0%-30.5%0.006%
6/15/2026Carmignac Gestion380,470$190.07M2.9%+27.0%0.043%
6/12/2026Militia Capital Management LLC3,600$1.80M0.4%N/A0.000%
6/10/2026FAS Wealth Partners Inc.1,137$568K0.0%-14.7%0.000%
6/9/2026Rathbones Group PLC510,403$255.03M1.0%-4.1%0.058%
6/9/2026Robinswood Financial LLC50$25K0.0%N/A0.000%
6/8/2026Pine Valley Investments Ltd Liability Co2,821$1.41M0.1%-1.3%0.000%
6/8/2026Farmers National Bank9,246$4.62M1.0%+8.1%0.001%
6/3/2026Wealthquest Corp847$423K0.0%+3.4%0.000%
6/3/2026Stillwater Private Wealth LLC558$278K0.2%N/A0.000%
6/3/2026DV Trading LLC680$340K0.0%-109.3%0.000%
6/3/2026Parallel Advisors LLC40,309$20.14M0.4%-2.4%0.005%
6/3/2026NewEdge Advisors LLC114,809$57.37M0.2%+5.2%0.013%
6/1/2026First Nebraska Trust Co3,358$1.68M0.2%N/A0.000%
6/1/2026Flagship Wealth Advisors LLC591$295K0.1%-40.4%0.000%
6/1/2026Dala Group LLC920$460K0.4%N/A0.000%
6/1/2026Keel Point LLC2,966$1.48M0.1%-45.2%0.000%
5/29/2026Asset Dedication LLC5,467$2.73M0.2%-1.7%0.001%
5/28/2026Cozad Asset Management Inc.23,763$11.87M0.9%+1.0%0.003%
5/28/2026Blue Fin Capital Inc.22,213$11.10M1.8%-5.0%0.003%
5/27/2026Alpine Woods Capital Investors LLC5,099$2.55M0.6%+44.0%0.001%
5/27/2026Allen Capital Group LLC1,454$727K0.1%-12.3%0.000%
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5/26/2026Glenmede Trust Co. NA407,995$203.86M1.0%-0.1%0.046%
5/26/2026Axiom Investment Management LLC568$284K0.2%N/A0.000%
5/23/2026Ritter Alpha LP424$212K4.4%N/A0.000%
5/22/2026Summitry LLC150,135$75.02M2.6%+0.5%0.017%
5/22/2026Groupama Asset Managment10,116$5.06M0.1%-27.8%0.001%
5/22/2026Segall Bryant & Hamill LLC32,896$16.44M0.2%-4.9%0.004%
5/22/2026Wellington Grp LLC2,741$1.37M0.4%+5.5%0.000%
5/21/2026Compass Capital Management Inc.22,772$11.38M0.7%-1.1%0.003%
5/21/2026GKV Capital Management Co. Inc.2,378$1.19M0.4%-17.3%0.000%
5/21/2026Argent Capital Management LLC200,874$100.37M3.2%-4.7%0.023%
5/21/2026Essential Partners LLC77$38K0.0%-33.6%0.000%
5/21/2026Vestor Capital LLC166$83K0.0%-93.5%0.000%
5/21/2026BankChampaign National Association1,691$845K0.8%N/A0.000%
5/21/2026Groupe la Francaise100,191$50.00M0.7%-0.1%0.011%
5/20/2026Liontrust Investment Partners LLP232,385$116.11M1.7%-7.5%0.026%
5/20/2026Union Heritage Capital LLC17,112$8.55M3.2%-1.3%0.002%
5/20/2026TrueWealth Financial Partners501$250K0.1%N/A0.000%
5/19/2026Western Wealth Management LLC12,616$6.30M0.2%+22.5%0.001%
5/19/2026Sonoma Allocations LLC753$374K0.1%-32.2%0.000%
5/19/2026Park State Asset Management4,252$2.13M1.6%+2.6%0.000%
5/19/2026Paragon Private Wealth Management LLC1,548$774K0.2%-6.7%0.000%
5/19/2026Ariadne Wealth Management LP1,495$747K0.3%-1.6%0.000%
5/19/2026Bank of America Corp DE5,090,085$2.54B0.2%-4.7%0.576%
5/19/2026Genesis Financial Group LLC699$349K0.2%-41.8%0.000%
5/19/2026Tanaka Capital Management Inc.1,893$946K1.1%+57.6%0.000%
5/19/2026Edgestream Partners L.P.13,499$6.75M0.2%+213.6%0.002%
5/19/2026Kentucky Retirement Systems8,547$4.27M0.1%-83.3%0.001%
5/19/2026Chesapeake Wealth Management2,315$1.16M0.4%-5.4%0.000%
5/19/2026Janus Henderson Group PLC4,568,710$2.27B1.1%-13.2%0.517%
5/19/2026Centaurus Financial Inc.20,962$10.47M0.5%-2.3%0.002%
5/19/2026Cim LLC36,384$18.18M2.6%-3.0%0.004%
5/19/2026Bull Harbor Capital LLC585$292K0.1%N/A0.000%
5/19/2026Strategic Investment Advisors MI1,885$940K0.1%+17.2%0.000%
5/19/2026Ashton Thomas Securities LLC1,355$681K0.1%+10.5%0.000%
5/19/2026Arkadios Wealth Advisors21,916$10.95M0.2%+12.4%0.002%
5/19/2026South Dakota Investment Council50,524$25.25M0.5%+7.0%0.006%
5/19/2026Claris Financial LLC757$378K0.2%-7.6%0.000%
5/19/2026Atreides Management LP49,604$24.79M0.5%+7.9%0.006%
5/19/2026Encore Global Management LP3,600$1.80M1.3%N/A0.000%
5/19/2026Smith Group Asset Management LLC2,118$1.06M0.1%+42.1%0.000%
5/19/2026Opal Capital LLC12,714$6.35M1.1%+1,181.7%0.001%
5/18/2026Kanen Wealth Management LLC1,000$500K0.2%N/A0.000%
5/18/2026Sunbelt Securities Inc.5,628$2.81M0.2%-5.0%0.001%
5/18/2026Guardian Partners Inc.24,658$12.35M1.0%+1.1%0.003%
5/18/2026Amundi3,426,992$1.71B0.5%+7.7%0.388%
5/18/2026EverSource Wealth Advisors LLC7,231$3.61M0.1%+15.4%0.001%
5/18/2026California State Teachers Retirement System1,286,652$642.89M0.7%-2.8%0.146%
5/18/2026Core Wealth Advisors Inc.562$281K0.1%+24.3%0.000%
5/18/2026Resources Management Corp CT ADV5,735$2.87M0.4%+38.5%0.001%
5/18/2026Richwood Investment Advisors LLC3,964$1.98M1.5%+1.2%0.000%
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5/18/2026Rokos Capital Management LLP88,635$44.29M0.3%N/A0.010%
5/18/2026East Coast Asset Management LLC.22,883$11.43M3.8%-1.5%0.003%
5/18/2026Eley Financial Management Inc5,177$2.84M1.0%-8.1%0.001%
5/18/2026Empowered Funds LLC94,757$47.35M0.3%+8.5%0.011%
5/18/2026Evelyn Partners Asset Management Ltd15,676$7.83M1.9%+1.2%0.002%
5/18/2026Evelyn Partners Investment Management Europe Ltd11,685$5.84M2.0%-6.3%0.001%
5/18/2026Evelyn Partners Investment Management LLP64,591$32.27M0.9%-9.7%0.007%
5/18/2026Evelyn Partners Investment Management Services Ltd26,864$13.42M1.6%+25.3%0.003%
5/18/2026Evercore Wealth Management LLC392,062$195.90M3.1%-1.8%0.044%
5/16/2026The Manufacturers Life Insurance Company 635,116$317.34M0.3%-20.5%0.072%


MA Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,994 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.

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

Of the 3,438 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 ($8.22M), International Assets Investment Management LLC ($8.04M), and Nuveen LLC ($7.73M).

Institutional investors have bought a total of 178,325,798 shares in the last 24 months. This purchase volume represents approximately $100.83B in transactions.

Of the 2,036 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 ($1.98M), Capital World Investors ($1.72M), Janus Henderson Group PLC ($1.69M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($1.61M), and Franklin Resources Inc. ($1.50M).

Institutional investors have sold a total of 59,940,903 shares in the last 24 months. This volume of shares sold represents approximately $33.48B in transactions.


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This page (NYSE:MA) was last updated on 7/5/2026 by MarketBeat.com Staff.
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