Mastercard (MA) Institutional Ownership

$462.62
+5.87 (+1.29%)
(As of 04/23/2024 ET)

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

Current
Institutional Ownership
Percentage
97.28%
Number of
Institutional Buyers
(last 12 months)
1916
Total
Institutional Inflows
(last 12 months)
$347.27B
Number of
Institutional Sellers
(last 12 months)
1605
Total
Institutional Outflows
(last 12 months)
$41.60B
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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
4/23/2024Amalgamated Bank178,689$86.05M0.7%-12.7%0.019%
4/23/2024Birinyi Associates Inc.48,924$23.56M7.7%-0.2%0.005%
4/23/2024Legacy Trust1,631$785K0.2%+2.8%0.000%
4/23/2024Hall Laurie J Trustee14,575$7.02M2.5%-0.7%0.002%
4/23/2024Nations Financial Group Inc. IA ADV6,772$3.26M0.3%+61.4%0.001%
4/23/2024Gradient Investments LLC20,001$9.63M0.2%-0.9%0.002%
4/23/2024New Mexico Educational Retirement Board41,710$20.09M0.7%-4.1%0.004%
4/23/2024Tyche Wealth Partners LLC7,459$3.59M0.9%+4.3%0.001%
4/23/2024Fifth Third Bancorp714,665$344.16M1.3%-4.9%0.077%
4/23/2024McAdam LLC835$402K0.0%+8.6%0.000%
4/23/2024Wesbanco Bank Inc.71,874$34.61M1.3%+68.8%0.008%
4/23/2024Summit Trail Advisors LLC13,400$6.45M0.2%+11.9%0.001%
4/23/2024Stablepoint Partners LLC2,721$1.31M0.3%+10.3%0.000%
4/23/2024Regatta Capital Group LLC2,820$1.36M0.3%-1.6%0.000%
4/23/2024Principle Wealth Partners LLC5,050$2.43M0.2%+1.4%0.001%
4/23/2024Duncker Streett & Co. Inc.33,844$16.30M3.2%-7.3%0.004%
4/23/2024Loring Wolcott & Coolidge Fiduciary Advisors LLP MA1,507,779$688.68M6.8%-2.8%0.162%
4/23/2024Cigna Investments Inc. New8,802$4.24M0.8%-0.9%0.001%
4/23/2024Strategic Blueprint LLC3,887$1.87M0.1%+12.8%0.000%
4/23/2024KLR Investment Advisors LLC562$257K0.2%N/A0.000%
4/23/20244J Wealth Management LLC2,960$1.43M1.2%-2.2%0.000%
4/23/2024Accurate Wealth Management LLC8,396$3.82M1.1%+1.2%0.001%
4/23/2024Wealth Effects LLC548$264K0.1%-9.4%0.000%
4/23/2024Raymond James Financial Services Advisors Inc.293,456$141.32M0.2%-0.5%0.031%
4/23/2024Stonegate Investment Group LLC15,527$7.48M0.2%+6.9%0.002%
4/23/2024XXEC Inc.28,140$13.55M10.2%-2.0%0.003%
4/23/2024Sutton Place Investors LLC2,645$1.27M0.6%+8.8%0.000%
4/23/2024Sapient Capital LLC93,907$45.22M1.0%-3.4%0.010%
4/23/2024Wendell David Associates Inc.122,510$59.00M6.0%-1.2%0.013%
4/22/2024Compound Global Advisors LLC26,716$12.87M1.9%-10.8%0.003%
4/22/2024Strategic Financial Concepts LLC442$213K0.1%N/A0.000%
4/22/2024Confluence Wealth Services Inc.4,433$2.14M0.2%+20.7%0.000%
4/22/2024Johnson Bixby & Associates LLC418$201K0.0%N/A0.000%
4/22/2024Founders Capital Management LLC1,022$492K0.1%N/A0.000%
4/22/2024Forza Wealth Management LLC1,745$840K0.4%-2.0%0.000%
4/22/2024Bedrijfstakpensioenfonds Voor DE Media PNO49,950$22.27M2.9%-9.4%0.005%
4/22/2024Nilsine Partners LLC2,466$1.19M0.2%-4.8%0.000%
4/22/2024Harbour Trust & Investment Management Co39,680$19.11M2.4%-3.6%0.004%
4/22/2024Centennial Wealth Advisory LLC437$210K0.1%N/A0.000%
4/22/2024America First Investment Advisors LLC44,171$21.27M5.2%-0.1%0.005%
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4/22/2024HF Advisory Group LLC3,083$1.49M0.8%+1.7%0.000%
4/22/2024PFG Investments LLC8,316$4.01M0.2%+193.3%0.001%
4/22/2024Altfest L J & Co. Inc.2,217$1.07M0.2%+5.8%0.000%
4/22/2024Parsons Capital Management Inc. RI14,399$6.93M0.5%-1.0%0.002%
4/22/2024Horst & Graben Wealth Management LLC830$400K0.1%-22.3%0.000%
4/22/2024Drive Wealth Management LLC2,522$1.22M0.3%-7.8%0.000%
4/22/2024Outlook Wealth Advisors LLC1,432$690K0.2%+27.0%0.000%
4/22/2024Donaldson Capital Management LLC16,840$8.11M0.3%+9.2%0.002%
4/22/2024Raymond James & Associates1,193,785$574.89M0.4%-0.7%0.128%
4/22/2024MBL Wealth LLC1,293$623K0.1%+37.8%0.000%
4/22/2024Accordant Advisory Group Inc76$37K0.0%N/A0.000%
4/22/2024EFG Asset Management Americas Corp.20,276$9.76M3.0%-30.9%0.002%
4/22/2024Progressive Investment Management Corp19,950$9.61M2.6%-1.3%0.002%
4/22/2024Arthur M. Cohen & Associates LLC4,294$2.10M0.4%+1.7%0.000%
4/22/2024IFM Investors Pty Ltd170,342$82.03M0.9%-0.7%0.018%
4/22/2024Everpar Advisors LLC3,065$1.48M0.9%-24.3%0.000%
4/22/2024Cassia Capital Partners LLC1,583$762K0.5%+21.0%0.000%
4/22/2024Hendershot Investments Inc.33,605$16.18M2.3%+0.5%0.004%
4/22/2024Ashton Thomas Private Wealth LLC8,488$4.09M0.2%+12.8%0.001%
4/22/2024Benchmark Financial Wealth Advisors LLC454$218K0.1%N/A0.000%
4/22/2024SeaTown Holdings Pte. Ltd.29,122$14.02M8.9%+45.6%0.003%
4/22/2024Strategic Advisors LLC6,881$3.31M0.7%+0.3%0.001%
4/20/2024Maryland State Retirement & Pension System64,995$29.78M0.6%+0.6%0.007%
4/20/2024Kesler Norman & Wride LLC14,553$7.01M1.5%+19.0%0.002%
4/19/2024FORVIS Wealth Advisors LLC12,387$5.97M0.2%+6.4%0.001%
4/19/2024Horizon Bancorp Inc. IN926$446K0.2%-7.6%0.000%
4/19/2024Everett Harris & Co. CA48,075$23.15M0.3%-3.0%0.005%
4/19/2024Teamwork Financial Advisors LLC606$292K0.0%-14.0%0.000%
4/19/2024Veracity Capital LLC2,957$1.42M0.6%+6.3%0.000%
4/19/2024Marshall Financial Group LLC3,872$1.87M0.5%+3.9%0.000%
4/19/2024American National Bank & Trust Co. VA16,280$7.84M1.9%N/A0.002%
4/19/2024FCG Investment Co5,209$2.51M2.0%+99.0%0.001%
4/19/2024Retirement Guys Formula LLC2,753$1.33M0.6%+1.3%0.000%
4/19/2024New Century Financial Group LLC2,136$1.03M0.7%-3.6%0.000%
4/19/2024Oak Harvest Investment Services19,366$9.33M1.6%-1.5%0.002%
4/19/2024Fruth Investment Management21,076$10.15M2.6%-0.5%0.002%
4/19/2024AMI Asset Management Corp90,989$43.82M2.2%+2.5%0.010%
4/19/2024ZRC Wealth Management LLC220$106K0.1%+67.9%0.000%
4/19/2024Tempus Wealth Planning LLC659$317K0.1%+8.6%0.000%
4/19/2024Amarillo National Bank5,241$2.52M0.5%-0.9%0.001%
4/19/2024First Trust Direct Indexing L.P.20,552$9.90M0.7%+14.2%0.002%
4/19/2024Cornerstone Wealth Management LLC4,204$2.02M0.2%-22.9%0.000%
4/19/2024Advisor Resource Council960$462K0.2%-31.9%0.000%
4/19/2024Kovack Advisors Inc.1,811$872K0.1%-8.0%0.000%
4/19/2024Arcus Capital Partners LLC1,188$572K0.2%-51.5%0.000%
4/19/2024Abundance Wealth Counselors442$213K0.0%-18.5%0.000%
4/19/2024Norden Group LLC221,892$106.85M1.2%+2,671.6%0.024%
4/19/2024Community Bank & Trust Waco Texas4,501$2.17M0.5%-1.5%0.000%
4/19/2024Meadow Creek Wealth Advisors LLC918$442K0.3%+5.2%0.000%
4/19/2024Valley National Advisers Inc.885$426K0.1%+8.5%0.000%
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4/19/2024Lifestyle Asset Management Inc.2,523$1.22M0.7%-12.1%0.000%
4/19/2024E&G Advisors LP1,946$937K0.3%+6.2%0.000%
4/19/2024BluePath Capital Management LLC425$204K0.2%N/A0.000%
4/19/2024Redmont Wealth Advisors LLC173$83K0.1%N/A0.000%
4/19/2024State of Alaska Department of Revenue137,194$66.07M0.8%-2.2%0.015%
4/19/2024KFG Wealth Management LLC1,054$508K0.2%+3.1%0.000%
4/19/2024Yoder Wealth Management Inc.477$230K0.1%-5.2%0.000%
4/19/2024Olstein Capital Management L.P.5,093$2.45M0.4%-21.6%0.001%
4/19/2024Albion Financial Group UT866$417K0.0%+4.0%0.000%
4/19/2024Valeo Financial Advisors LLC22,900$11.03M0.1%+1.8%0.002%
(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, 3,129 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 948,497,096 shares in the last 24 months. This purchase volume represents approximately $369.47B in transactions.

Which Mastercard major shareholders have been selling company stock?

Of the 2,195 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), Wellington Management Group LLP ($2.96M), Price T Rowe Associates Inc. MD ($2.88M), Aaron Wealth Advisors LLC ($2.80M), and Polen Capital Management LLC ($2.63M).

How much institutional selling is happening at Mastercard?

Institutional investors have sold a total of 151,734,484 shares in the last 24 months. This volume of shares sold represents approximately $56.40B in transactions.


This page (NYSE:MA) was last updated on 4/23/2024 by MarketBeat.com Staff

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