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Mastercard (MA) Institutional Ownership

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$576.40 -3.44 (-0.59%)
Closing price 10/8/2025 03:59 PM Eastern
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$577.30 +0.90 (+0.16%)
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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)
2513
Total
Institutional Inflows
(last 12 months)
$77.54B
Number of
Institutional Sellers
(last 12 months)
1993
Total
Institutional Outflows
(last 12 months)
$31.58B
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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
10/8/2025Sheets Smith Investment Management2,192$1.25M0.8%+1.8%0.000%
10/8/2025Talbot Financial LLC19,562$11.13M0.9%+3.0%0.002%
10/8/2025Genesis Private Wealth LLC1,935$1.10M0.5%+3.6%0.000%
10/8/2025First County Bank CT 1,096$623K0.3%-3.4%0.000%
10/8/2025Marshall Financial Group LLC3,732$2.12M0.4%+1.4%0.000%
10/8/2025FCG Investment Co2,816$1.60M0.8%-22.6%0.000%
10/8/2025Patriot Financial Group Insurance Agency LLC5,889$3.35M0.4%+43.5%0.001%
10/8/2025Hilltop National Bank3,473$1.98M0.5%+5.3%0.000%
10/8/2025YHB Investment Advisors Inc.4,161$2.37M0.2%-2.1%0.000%
10/8/2025Teamwork Financial Advisors LLC386$220K0.0%N/A0.000%
10/8/2025Rise Advisors LLC1,080$615K0.2%+7.1%0.000%
10/8/2025Agate Pass Investment Management LLC6,685$3.80M1.4%+1.6%0.001%
10/8/2025Ipswich Investment Management Co. Inc.1,237$704K0.2%-2.1%0.000%
10/8/2025Peak Financial Advisors LLC5,633$3.20M1.5%+609.4%0.001%
10/8/2025Armstrong Advisory Group Inc.450$256K0.0%+19.4%0.000%
10/8/2025Peoples Bank KS1,912$1.09M1.1%-4.3%0.000%
10/8/2025Fiduciary Alliance LLC7,742$4.40M0.3%-0.9%0.001%
10/8/2025Cox Capital Mgt LLC3,834$2.18M1.4%-43.6%0.000%
10/8/2025General Partner Inc.8,803$5.01M2.8%-3.3%0.001%
10/8/2025RDA Financial Network3,550$2.02M0.5%-0.6%0.000%
10/8/2025Firethorn Wealth Partners LLC1,096$623K0.2%-4.5%0.000%
10/8/2025Bennett Selby Investments LP19,904$11.32M3.7%+0.2%0.002%
10/8/2025Legacy Private Trust Co.19,432$11.05M0.7%-1.4%0.002%
10/8/2025Tompkins Financial Corp21,835$12.42M1.0%-0.6%0.002%
10/8/2025Wedmont Private Capital11,725$6.80M0.3%+3.8%0.001%
10/8/2025Czech National Bank209,657$119.26M0.8%+5.7%0.023%
10/8/2025Chesley Taft & Associates LLC49,305$28.05M1.2%-4.5%0.005%
10/8/2025Ignite Planners LLC4,326$2.46M0.4%+0.8%0.000%
10/8/2025Country Club Bank6,347$3.61M0.2%-3.2%0.001%
10/8/2025Carr Financial Group Corp1,695$964K0.3%+2.5%0.000%
10/8/2025Sendero Wealth Management LLC5,944$3.38M0.4%+8.5%0.001%
10/8/2025Veracity Capital LLC2,464$1.40M0.4%-0.9%0.000%
10/8/2025Beacon Financial Group3,722$2.12M0.2%+2.5%0.000%
10/7/2025 TCP Asset Management LLC514$292K0.1%+29.5%0.000%
10/7/2025 Chickasaw Capital Management LLC11,893$6.77M0.3%-1.1%0.001%
10/7/2025 Cooper Financial Group4,194$2.39M0.3%+7.3%0.000%
10/7/2025 Montecito Bank & Trust5,195$2.96M0.5%N/A0.001%
10/7/2025 New Covenant Trust Company N.A.985$560K0.5%+9.6%0.000%
10/7/2025 McLean Asset Management Corp1,825$1.06M0.2%-3.0%0.000%
10/7/2025 Heritage Family Offices LLP4,170$2.37M1.1%-4.9%0.000%
10/7/2025 Lbmc Investment Advisors LLC3,141$1.79M0.1%+80.9%0.000%
10/7/2025 Acropolis Investment Management LLC1,900$1.07M0.1%-36.6%0.000%
10/7/2025 GFG Capital LLC275$156K0.1%-45.4%0.000%
10/7/2025 Ransom Advisory Ltd3,654$2.08M0.9%-2.7%0.000%
10/7/2025 ST Germain D J Co. Inc.2,279$1.30M0.1%+10.4%0.000%
10/7/2025 Thurston Springer Miller Herd & Titak Inc.476$271K0.5%-88.8%0.000%
10/7/2025 Threadgill Financial LLC33,275$18.93M9.2%-0.6%0.004%
10/7/2025 Canandaigua National Trust Co of Florida616$350K0.3%-5.1%0.000%
10/7/2025 Grant Private Wealth Management Inc864$492K0.3%N/A0.000%
10/7/2025 Doliver Advisors LP2,508$1.43M0.4%+1.2%0.000%
10/7/2025 Northside Capital Management LLC21,424$12.19M1.1%-0.7%0.002%
10/7/2025 Canandaigua National Bank & Trust Co.14,967$8.51M0.7%-1.8%0.002%
10/7/2025 KFG Wealth Management LLC1,090$620K0.1%-11.5%0.000%
10/7/2025 Assenagon Asset Management S.A.97,009$55.18M0.1%-89.6%0.011%
10/7/2025 Carolina Wealth Advisors LLC2,528$1.44M0.6%+15.0%0.000%
10/7/2025 Traphagen Investment Advisors LLC1,874$1.07M0.1%-1.2%0.000%
10/7/2025 Cullen Investment Group LTD.6,651$3.86M0.5%-3.1%0.001%
10/7/2025 Quintet Private Bank Europe S.A.38,688$22.01M1.2%+28.7%0.004%
10/7/2025 Union Bancaire Privee UBP SA96,267$54.76M1.0%-22.0%0.011%
10/7/2025 Sanders Morris Harris LLC4,496$2.56M0.3%+307.6%0.000%
10/7/2025 Mirador Capital Partners LP479$273K0.0%+16.0%0.000%
10/7/2025 Thrive Wealth Management LLC3,501$1.99M0.3%+3.2%0.000%
10/7/2025 Nova Wealth Management Inc.344$196K0.1%-15.7%0.000%
10/7/2025 Wiser Wealth Management Inc471$268K0.1%+28.0%0.000%
10/6/2025 Destiny Wealth Partners LLC513$292K0.0%-13.8%0.000%
10/6/2025 ARS Wealth Advisors Group LLC29,892$17.00M1.7%+1.3%0.003%
10/6/2025 Moody National Bank Trust Division9,215$5.24M0.4%+1.1%0.001%
10/6/2025 Steph & Co.122$69K0.0%+50.6%0.000%
10/6/2025 Fragasso Financial Advisors Inc1,838$1.07M0.1%+3.0%0.000%
10/6/2025 Collective Family Office LLC1,667$948K0.2%-6.3%0.000%
10/6/2025 Puff Wealth Management LLC439$250K0.4%-99.8%0.000%
10/6/2025 HF Advisory Group LLC3,344$1.90M0.7%-2.5%0.000%
10/6/2025 TruWealth Advisors LLC1,374$782K0.0%+25.1%0.000%
10/6/2025 Inspirion Wealth Advisors LLC8,920$5.07M0.7%+12.8%0.001%
10/6/2025 Grove Bank & Trust9,771$5.56M0.7%-5.3%0.001%
10/6/2025 Venture Visionary Partners LLC30,787$17.51M0.6%+1.0%0.003%
10/6/2025 Greenfield Savings Bank7,786$4.43M1.9%-1.6%0.001%
10/6/2025 Strathmore Capital Advisors Inc.1,184$673K0.3%-3.7%0.000%
10/6/2025 Nilsine Partners LLC2,633$1.50M0.1%+13.9%0.000%
10/3/2025 KFA Private Wealth Group LLC434$247K0.1%N/A0.000%
10/3/2025 Jackson Wealth Management LLC30,467$17.33M1.7%+1.4%0.003%
10/3/2025 Summit Financial Wealth Advisors LLC1,259$722K0.1%+13.0%0.000%
10/3/2025 Aaron Wealth Advisors LLC8,536$4.86M0.3%+38.7%0.001%
10/3/2025 Shorepoint Capital Partners LLC11,818$6.72M1.3%N/A0.001%
10/2/2025 Central Pacific Bank Trust Division9,751$5.55M0.7%-3.1%0.001%
10/2/2025 GAMMA Investing LLC17,841$10.15M0.6%+6.3%0.002%
10/2/2025 Capital Asset Advisory Services LLC7,623$4.34M0.2%+4.5%0.001%
10/1/2025 Park National Corp OH1,168$664K0.0%+8.9%0.000%
10/1/2025 American National Bank of Texas423$241K0.2%N/A0.000%
10/1/2025 Hobart Private Capital LLC576$328K0.1%-7.7%0.000%
9/30/2025Rydar Equities Inc.1,999$1.12M0.9%N/A0.000%
9/29/2025 Summit Financial Wealth Advisors LLC1,114$626K0.1%+27.2%0.000%
9/26/2025Corient Private Wealth LLC650,299$365.43M0.5%-0.5%0.072%
9/26/2025Capital A Wealth Management LLC152$85K0.9%+27.7%0.000%
9/24/2025Texas Permanent School Fund Corp75,908$42.66M0.4%-26.5%0.008%
9/22/2025Caldwell Trust Co23,285$13.09M1.3%N/A0.003%
9/19/2025Canal Capital Management LLC2,086$1.17M0.2%+3.9%0.000%
9/12/2025Valeo Financial Advisors LLC23,403$13.15M0.3%-0.4%0.003%
9/10/2025WT Wealth Management4,568$2.57M0.8%-11.6%0.001%
9/10/2025Troy Asset Management Ltd121,423$68.23M1.8%-4.9%0.013%
(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, 3,684 institutional investors and hedge funds held shares of Mastercard. The most heavily invested institutionals were Vanguard Group Inc. ($44.10B), State Street Corp ($20.00B), FMR LLC ($11.73B), Kingstone Capital Partners Texas LLC ($11.42B), Geode Capital Management LLC ($11.06B), Price T Rowe Associates Inc. MD ($11.02B), and Capital International Investors ($10.68B).Learn more on Mastercard's institutional investors.

What percentage of Mastercard's stock is owned by institutional investors?

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

Which institutional investors have been buying Mastercard's stock?

Of the 3,114 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: Norges Bank ($34.18M), Kingstone Capital Partners Texas LLC ($20.33M), Laurel Wealth Advisors LLC ($13.40M), International Assets Investment Management LLC ($10.97M), GAMMA Investing LLC ($8.23M), Nuveen LLC ($7.73M), and Wellington Management Group LLP ($4.58M).

How much institutional buying is happening at Mastercard?

Institutional investors have bought a total of 143,093,713 shares in the last 24 months. This purchase volume represents approximately $77.52B in transactions.

Which of Mastercard's major shareholders have been selling company stock?

Of the 1,989 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: International Assets Investment Management LLC ($8.03M), Bank of Montreal Can ($4.71M), Capital Research Global Investors ($1.94M), Amundi ($1.84M), Legal & General Group Plc ($1.78M), T. Rowe Price Investment Management Inc. ($1.57M), and Assenagon Asset Management S.A. ($1.44M).

How much institutional selling is happening at Mastercard?

Institutional investors have sold a total of 58,888,753 shares in the last 24 months. This volume of shares sold represents approximately $31.55B in transactions.



This page (NYSE:MA) was last updated on 10/9/2025 by MarketBeat.com Staff
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