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Mastercard (MA) Institutional Ownership

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$539.48 +9.19 (+1.73%)
Closing price 07/24/2026 03:59 PM Eastern
Extended Trading
$534.55 -4.93 (-0.91%)
As of 07/24/2026 07:34 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.

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

Current
Institutional Ownership
Percentage
97.28%
Number of
Institutional Buyers
(last 12 months)
2503
Total
Institutional Inflows
(last 12 months)
$88.43B
Number of
Institutional Sellers
(last 12 months)
1982
Total
Institutional Outflows
(last 12 months)
$33.09B
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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
7/25/2026Platform Technology Partners3,895$2.00M0.3%+14.4%0.000%
7/25/2026Financial Perspectives Inc852$437K0.1%-25.7%0.000%
7/25/2026SPWM Advisors LLC1,120$609K0.6%-22.2%0.000%
7/25/2026Sunpointe LLC1,337$687K0.2%-34.3%0.000%
7/25/2026Fortis Group Advisors LLC2,367$1.22M0.2%-7.9%0.000%
7/25/2026Farmers & Merchants Trust Co of Chambersburg PA132$68K0.0%-18.5%0.000%
7/25/2026Wealth Advisory Solutions LLC397$204K0.0%N/A0.000%
7/25/2026BridgePort Financial Solutions LLC442$227K0.1%+6.0%0.000%
7/25/2026WealthBridge Capital Management LLC5,550$2.85M0.6%+0.8%0.001%
7/25/2026Townsend Asset Management Corp NC ADV919$472K0.2%+3.0%0.000%
7/25/2026Bogart Wealth LLC26,896$13.81M0.5%+23.7%0.003%
7/25/2026Stronghold Wealth Management L.L.C.1,115$573K0.8%+7.7%0.000%
7/25/2026CRA Financial Services LLC6,493$3.34M0.4%-2.2%0.001%
7/25/2026 Oak Ridge Investments LLC41,131$21.13M1.2%-2.9%0.005%
7/25/2026EdgeRock Capital LLC911$468K0.1%-3.5%0.000%
7/25/2026Perryman Financial Advisory Inc. AD27,454$14.10M1.9%+9.5%0.003%
7/25/2026Lansing Street Advisors416$213K0.0%N/A0.000%
7/25/2026Legacy Advisors LLC2,654$1.36M0.1%-1.6%0.000%
7/25/2026Greenwood Gearhart LLC598$307K0.0%+33.5%0.000%
7/25/2026MBM Wealth Consultants LLC791$406K0.1%+10.6%0.000%
7/25/2026Pine Valley Investments Ltd Liability Co2,412$1.24M0.0%-14.5%0.000%
7/25/2026Clarity Wealth Advisors LLC1,282$659K0.1%-3.8%0.000%
7/25/2026Freedom Day Solutions LLC5,495$2.82M0.6%+1,154.6%0.001%
7/24/2026Barrett & Company Inc.1,271$653K0.2%+137.6%0.000%
7/24/2026Avidian Wealth Enterprises LLC7,585$3.90M0.1%+8.7%0.001%
7/24/2026Whelan Financial1,966$1.01M0.3%+5.6%0.000%
7/24/2026D.A. Davidson & CO.36,657$18.83M0.1%+0.8%0.004%
7/24/2026Columbia Bank1,040$534K0.1%-2.6%0.000%
7/24/2026Benjamin Edwards Inc.111,091$57.08M0.5%-8.4%0.013%
7/24/2026XML Financial LLC1,629$837K0.1%+6.3%0.000%
7/24/2026KPP Advisory Services LLC1,005$516K0.1%+100.2%0.000%
7/24/2026Penobscot Investment Management Company Inc.34,933$17.94M1.2%-3.8%0.004%
7/24/2026Vest Financial LLC101,584$52.17M0.5%+4.0%0.011%
7/24/2026Catalyst Capital Advisors LLC1,099$564K0.0%+74.2%0.000%
7/24/2026RiverPark Advisors LLC3,850$1.98M0.9%-3.5%0.000%
7/24/2026Bank Pictet & Cie Europe AG45,598$23.42M0.5%+14.5%0.005%
7/24/2026Provenance Wealth Advisors LLC295$152K0.0%+541.3%0.000%
7/24/2026Munich Reinsurance Co Stock Corp in Munich84,816$43.56M1.0%-20.4%0.010%
7/24/2026Mizuho Markets Cayman LP445$229K0.0%-90.9%0.000%
7/24/2026PICTET BANK & TRUST Ltd10,025$5.15M5.5%+33.7%0.001%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
7/24/2026Martin Capital Advisors LLP10,046$5.16M2.7%+2.1%0.001%
7/24/2026EverSource Wealth Advisors LLC5,984$3.07M0.1%-17.2%0.001%
7/24/2026Nilsine Partners LLC1,660$852K0.1%-4.7%0.000%
7/24/2026Roof Eidam Maycock Peralta LLC4,605$2.37M0.5%-0.7%0.001%
7/24/2026 Naples Global Advisors LLC2,629$1.35M0.1%-0.9%0.000%
7/24/2026 TI Trust Inc.400$205K0.1%N/A0.000%
7/24/2026 Total Clarity Wealth Management Inc.1,434$736K0.1%-11.3%0.000%
7/24/2026 Sivia Capital Partners LLC1,528$785K0.1%+98.7%0.000%
7/24/2026Empire Life Investments Inc.41,642$21.39M1.2%-4.2%0.005%
7/24/2026Essex LLC1,072$551K0.1%-15.1%0.000%
7/24/2026SeaTown Holdings Pte. Ltd.22,700$11.66M7.0%+15.2%0.003%
7/24/2026Leelyn Smith LLC10,251$5.27M0.6%+2.6%0.001%
7/24/2026Malaga Cove Capital LLC864$444K0.1%-15.6%0.000%
7/24/2026Signaturefd LLC22,999$11.81M0.2%-0.5%0.003%
7/24/2026Intelligent Financial Strategies3,170$1.63M0.8%-1.5%0.000%
7/24/2026Rare Wolf Capital LLC538$276K0.2%N/A0.000%
7/24/2026Crewe Advisors LLC3,755$1.93M0.1%+9.2%0.000%
7/24/2026Vista Capital Partners Inc.444$228K0.0%+4.5%0.000%
7/24/2026 Cookson Peirce & Co. Inc.3,070$1.58M0.1%+3.0%0.000%
7/24/2026 Griffin Asset Management Inc.1,875$963K0.1%-4.7%0.000%
7/24/2026 Hunter Associates Investment Management LLC777$404K0.0%-14.0%0.000%
7/24/2026 Ignite Planners LLC4,263$2.19M0.3%+1.0%0.000%
7/24/2026 Tanager Wealth Management LLP747$384K0.0%+6.6%0.000%
7/24/2026 Mason & Associates Inc1,054$541K0.1%-9.0%0.000%
7/24/2026 Greenline Wealth Management LLC632$324K0.3%+9.7%0.000%
7/24/2026 Financial Consulate Inc.2,249$1.16M0.1%-2.0%0.000%
7/24/2026 Eaton Cambridge Inc.462$237K0.1%+11.3%0.000%
7/24/2026 Welch Group LLC20,831$10.70M0.4%+13.8%0.002%
7/24/2026 Hibernia Wealth Partners LLC584$300K0.2%-48.4%0.000%
7/23/2026 Kesler Norman & Wride LLC12,146$6.24M1.0%-6.1%0.001%
7/23/2026 BankChampaign National Association1,776$912K0.7%+5.0%0.000%
7/23/2026 BLVD Private Wealth LLC390$200K0.1%N/A0.000%
7/23/2026 Cape Investment Advisory Inc.2,627$1.35M0.4%-5.4%0.000%
7/23/2026 PFG Investments LLC8,464$4.35M0.2%-0.5%0.001%
7/23/2026 Johnson Investment Counsel Inc.293,347$150.66M1.1%+1.0%0.033%
7/23/2026 Wealth Architects LLC1,312$674K0.1%+2.3%0.000%
7/23/2026 Anchyra Partners LLC1,902$977K0.2%-18.9%0.000%
7/23/2026 Symmetry Partners LLC2,284$1.17M0.1%+14.1%0.000%
7/23/2026 Tranquility Partners LLC6,553$3.37M1.2%-7.6%0.001%
7/23/2026 L. Roy Papp & Associates LLP25,310$13.00M1.4%+0.1%0.003%
7/23/2026 Nations Financial Group Inc. IA ADV3,738$1.92M0.1%+408.6%0.000%
7/23/2026 Leonard Rickey Investment Advisors P.L.L.C.683$351K0.1%-2.7%0.000%
7/23/2026 Capital Investment Advisory Services LLC3,886$2.00M0.1%+3.6%0.000%
7/23/2026 Mosley Wealth Management1,202$618K0.2%+37.5%0.000%
7/23/2026 McElhenny Sheffield Capital Management LLC725$372K0.1%-12.7%0.000%
7/23/2026 Steigerwald Gordon & Koch Inc.1,488$764K0.1%-4.1%0.000%
7/23/2026 Capital Advisors Inc. OK2,161$1.11M0.0%-1.5%0.000%
7/23/2026 VSM Wealth Advisory LLC270$139K0.0%N/A0.000%
7/23/2026 Warren Street Wealth Advisors LLC1,205$619K0.1%+4.5%0.000%
7/23/2026 ABN Amro Investment Solutions184,520$94.77M0.8%+4.4%0.021%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
7/23/2026 Securian Asset Management Inc.21,442$11.66M0.4%-3.0%0.002%
7/23/2026 Apollon Financial LLC1,053$541K0.1%+2.8%0.000%
7/23/2026 Apollon Wealth Management LLC83,676$42.98M0.5%+34.8%0.009%
7/23/2026 SBI Securities Co. Ltd.7,774$3.99M0.1%-3.4%0.001%
7/23/2026 Louisbourg Investments Inc.374$192K0.0%+228.1%0.000%
7/23/2026 WT Wealth Management4,901$2.52M0.7%+20.0%0.001%
7/23/2026 Lazari Capital Management Inc.1,667$856K0.3%-5.0%0.000%
7/23/2026 Oakworth Capital Inc.2,691$1.38M0.1%+5.9%0.000%
7/23/2026 Albion Financial Group UT298$153K0.0%+19.7%0.000%
7/23/2026 Beaumont Asset Management L.L.C.2,754$1.41M0.5%+6.7%0.000%


MA Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,989 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 3,430 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).

Institutional investors have bought a total of 156,349,925 shares in the last 24 months. This purchase volume represents approximately $88.43B in transactions.

Of the 1,982 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), 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 59,277,189 shares in the last 24 months. This volume of shares sold represents approximately $33.09B in transactions.



This page (NYSE:MA) was last updated on 7/26/2026 by MarketBeat.com Staff.
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