Go Pro

Mastercard (MA) Institutional Ownership

Mastercard logo
$579.43 -6.28 (-1.07%)
As of 03:58 PM Eastern

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

Current
Institutional Ownership
Percentage
97.28%
Number of
Institutional Buyers
(last 12 months)
2358
Total
Institutional Inflows
(last 12 months)
$398.19B
Number of
Institutional Sellers
(last 12 months)
1871
Total
Institutional Outflows
(last 12 months)
$27.77B
Get MA Insider Trade Alerts

Want to know when executives and insiders are buying or selling Mastercard stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
9/4/2026Parkside Financial Bank & Trust7,001$3.60M0.2%-7.3%0.001%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group660$339K0.0%+10.6%0.000%
9/2/2026 Range Advisory LLC2,004$1.03M0.1%+14.0%0.000%
9/2/2026 Brown Lisle Cummings Inc.246$127K0.0%-8.6%0.000%
9/1/2026 Agur Provident & Training Funds Management Ltd.15,680$7.58M1.8%N/A0.002%
8/28/2026 Cornerstone Financial Management LLC613$315K0.3%+5.7%0.000%
8/27/2026 VELA Investment Management LLC1,661$853K0.2%+73.4%0.000%
8/27/2026 Corient Private Wealth LP654,718$336.34M0.5%-3.8%0.075%
8/27/2026 Formuepleje A S124,251$63.82M5.0%-9.1%0.014%
8/26/2026 Giverny Capital Inc.28,816$14.80M0.5%+2.7%0.003%
8/26/2026 HORAN Wealth LLC754$387K0.0%+4.9%0.000%
8/26/2026 Principia Wealth Advisory LLC87$45K0.0%+58.2%0.000%
8/26/2026 Amundi3,626,416$1.86B0.5%+5.8%0.414%
8/26/2026 Schulz Wealth LTD.395$203K0.1%N/A0.000%
8/26/2026 Wellington Grp LLC2,261$1.16M0.3%-17.5%0.000%
8/26/2026 HighTower Advisors LLC491,676$252.53M0.2%-8.0%0.056%
8/25/2026 Advus Financial Partners LLC1,468$754K0.2%-14.7%0.000%
8/25/2026 Tobias Financial Advisors Inc.822$422K0.1%-12.4%0.000%
8/25/2026 Blacksheep Fund Management Ltd153,430$78.80M25.5%+75.0%0.018%
8/25/2026 Groupe la Francaise129,643$66.62M0.8%+29.4%0.015%
8/25/2026 Kingsbury Capital Investment Advisors LLC1,094$562K0.5%-4.2%0.000%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al101,082$51.92M0.3%N/A0.012%
8/24/2026 Strategic Financial Services Inc.1,702$874K0.0%-4.0%0.000%
8/24/2026 Vancity Investment Management Ltd9,005$4.63M0.7%-33.5%0.001%
8/24/2026 California State Teachers Retirement System637,466,453$327.40B0.9%+49,444.6%72.769%
8/23/2026 Tanager Wealth Management LLP747$384K0.0%+6.6%0.000%
8/23/2026 VELA Investment Management LLC1,661$853K0.2%+73.4%0.000%
8/23/2026 Washington Trust Advisors Inc.495$254K0.0%+15.7%0.000%
8/23/2026 Ameritas Advisory Services LLC9,454$4.86M0.1%-11.8%0.001%
8/23/2026 Wedmont Private Capital11,212$5.91M0.2%+1.3%0.001%
8/23/2026 Kintra Wealth LLC4,750$2.69M0.1%+1.2%0.001%
8/23/2026 Styrax Capital LP200,000$102.72M6.8%-11.1%0.023%
8/23/2026 Endeavor Private Wealth Inc.803$412K0.1%-11.8%0.000%
8/23/2026 Echo45 Advisors LLC655$337K0.2%-13.2%0.000%
8/23/2026 Operose Advisors LLC436$224K0.0%-24.3%0.000%
8/23/2026 Guardian Wealth Management Inc.4,587$2.36M1.2%+3.2%0.001%
8/23/2026 HB Wealth Management LLC53,388$27.42M0.2%+1.8%0.006%
8/23/2026 Nilsine Partners LLC1,660$852K0.1%-4.7%0.000%
8/23/2026 Nvest Financial LLC2,074$1.07M0.3%+12.9%0.000%
8/23/2026 Saudi Central Bank57,318$29.44M0.4%+83.4%0.007%
Major Buy Alert Issued for September 30th (Ad)

Keith Kaplan has invested $17 million into his own AI research tools, building a platform now used by 180,000 people worldwide. His system has flagged a handful of stocks worth watching ahead of September 30th. See which stocks his AI research platform is flagging right now.tc pixel

See which stocks his AI research platform is flagging now
8/23/2026 Hutchens & Kramer Investment Management Group LLC2,257$1.16M0.3%-20.0%0.000%
8/23/2026 Fortitude Advisory Group L.L.C.1,063$546K0.2%-2.3%0.000%
8/23/2026 Angeles Wealth Management LLC8,689$4.46M0.2%-0.3%0.001%
8/23/2026 Azimuth Capital Investment Management LLC23,876$12.26M0.4%-33.6%0.003%
8/23/2026 Unique Wealth LLC1,543$793K0.1%-20.5%0.000%
8/23/2026 Maren Capital LLC2,315$1.19M0.1%+11.0%0.000%
8/23/2026 Riverview Capital Advisers LLC722$371K0.1%-3.0%0.000%
8/22/2026 Advisory Solutions Group LLC1,328$682K0.2%N/A0.000%
8/22/2026 Compass Financial Management LLC692$387K0.0%N/A0.000%
8/22/2026 NBH Bank200$103K0.0%N/A0.000%
8/22/2026 Arbor Wealth Management LLC AZ812$417K0.4%N/A0.000%
8/22/2026 MW Advisory LLC1,346$691K0.3%N/A0.000%
8/22/2026 Tenet Wealth Partners LLC877$484K0.4%N/A0.000%
8/22/2026 Markowski Investments89$46K0.0%N/A0.000%
8/22/2026 SeedSafe Financial LLC490$252K0.2%N/A0.000%
8/22/2026 Oakmont Investment Advisors Inc.799$411K0.3%N/A0.000%
8/22/2026 Munich Reinsurance Co Stock Corp in Munich84,816$43.56M1.0%-20.4%0.010%
8/22/2026 Blalock Williams LLC2,522$1.30M0.8%+3.5%0.000%
8/22/2026 MOR Wealth Management LLC1,455$747K0.3%+15.8%0.000%
8/22/2026 Jeter Robert S II538$283K0.3%-3.2%0.000%
8/22/2026 Plan A Wealth LLC1,565$804K0.3%+11.3%0.000%
8/22/2026 BAM Wealth Management LLC1,409$724K0.5%-10.7%0.000%
8/22/2026 Box Hill Private Wealth LLC423$217K0.2%-4.7%0.000%
8/22/2026 Three Seasons Wealth LLC3,903$2.01M0.2%-3.3%0.000%
8/22/2026 Valued Retirements Inc.522$268K0.2%-44.2%0.000%
8/22/2026 Conway Capital Management Inc.21,189$10.88M4.8%+0.1%0.002%
8/22/2026 LifePlan Investment Advisors Inc.486$250K0.1%+8.0%0.000%
8/22/2026 Wheelhouse Advisory Group LLC1,517$779K0.2%+12.6%0.000%
8/22/2026 Syon Capital LLC12,506$6.42M0.3%+2.8%0.001%
8/22/2026 Premier Path Wealth Partners LLC6,311$3.24M0.4%-5.4%0.001%
8/22/2026 Barlow Wealth Partners LLC1,242$646K0.1%+28.0%0.000%
8/22/2026 United Community Bank1,868$959K0.3%-1.2%0.000%
8/22/2026 Maestria Partners LLC27,086$13.91M4.8%-12.9%0.003%
8/22/2026 Werlinich Asset Management LLC1,728$888K0.3%+1.5%0.000%
8/22/2026 Concurrent Investment Advisors LLC43,352$22.27M0.2%+8.4%0.005%
8/22/2026 Prosperitas Financial LLC8,688$4.46M1.4%+14.4%0.001%
8/22/2026 NEOS Investment Management LLC132,660$68.13M0.3%+10.4%0.015%
8/22/2026 Power Wealth Management LLC851$437K0.2%-34.1%0.000%
8/21/2026 AXQ Capital LP3,641$1.87M0.2%-41.9%0.000%
8/21/2026 Alley Investment Management Company LLC31,234$16.04M1.9%+0.4%0.004%
8/21/2026 Mason & Associates Inc1,054$541K0.1%-9.0%0.000%
8/21/2026 High Net Worth Advisory Group LLC889$457K0.1%+4.8%0.000%
8/21/2026 KFG Wealth Management LLC1,099$564K0.1%+12.6%0.000%
8/21/2026 Kraft Davis & Associates LLC1,462$758K0.2%-1.2%0.000%
8/21/2026 iSAM Funds UK Ltd640$329K0.2%-75.4%0.000%
8/21/2026 Greenspring Advisors LLC1,552$797K0.0%+14.5%0.000%
8/21/2026 Paragon Private Wealth Management LLC1,598$821K0.2%+3.2%0.000%
8/21/2026 Continuum Advisory LLC3,356$1.72M0.1%-17.9%0.000%
8/21/2026 Safeguard Investment Advisory Group LLC1,248$641K0.1%+7.6%0.000%
8/21/2026 Orion Capital Management LLC246$126K0.0%-24.5%0.000%
Do NOT Buy the Next $2 Trillion IPO Before Reading This (Ad)

Anthropic is reportedly preparing to file its IPO prospectus shortly after Labor Day, with a potential valuation as high as 2 trillion dollars. Before the headlines and hype hit, Michael Robinson says there is something investors should understand first, what he calls the Big IPO Lie. He has uncovered a different way to look at Anthropic's move ahead of its public debut.tc pixel

Click here to see this before Anthropic's IPO goes public
8/21/2026 Nykredit A S330,248$169.62M0.5%N/A0.038%
8/21/2026 Tranquilli Financial Advisor LLC624$320K0.2%+11.6%0.000%
8/21/2026 B. Metzler seel. Sohn & Co. AG166,934$85.74M0.7%-0.1%0.019%
8/21/2026 Pacifica Partners Inc.2,868$1.55M0.5%-2.0%0.000%
8/21/2026 PFG Private Wealth Management LLC525$270K0.1%+6.7%0.000%
8/21/2026 Atticus Wealth Management LLC1,645$845K0.2%+2.7%0.000%
8/21/2026 Natural Investments LLC8,532$4.38M1.0%+7.5%0.001%
8/21/2026 Blacksheep Fund Management Ltd513$263K11.4%-99.4%0.000%
8/21/2026 XML Financial LLC1,629$837K0.1%+6.3%0.000%
8/21/2026 Beacon Financial Advisory LLC412$211K0.0%-15.6%0.000%


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 California State Teachers Retirement System ($327.40B), 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), and Kingstone Capital Partners Texas LLC ($11.42B).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 3,424 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: California State Teachers Retirement System ($636.25M), 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), and International Assets Investment Management LLC ($8.04M).

Institutional investors have bought a total of 763,271,041 shares in the last 24 months. This purchase volume represents approximately $398.19B in transactions.

Of the 1,871 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), Assenagon Asset Management S.A. ($1.49M), and Jennison Associates LLC ($1.41M).

Institutional investors have sold a total of 49,951,749 shares in the last 24 months. This volume of shares sold represents approximately $27.77B 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 9/4/2026. New 13F filings are added each quarter as they're published.
From Our Partners