MASTERCARD INC - A (MA) Institutional Ownership Changes & 13F Activity
MASTERCARD INC - A (MA). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include State Street Corp, Citadel Advisors Llc, Allianz Asset Management Gmbh, Manufacturers Life Insurance Company, The, and Envestnet Asset Management Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Gibbs Wealth Management | Sell | -2,375 | -47.2% | 2,655 | $1.36M | Q2 2026 | Oct 21, 2026 |
| Vantage Investment Partners, Llc | Sell | -95 | -0.7% | 14,281 | $7.33M | Q2 2026 | Oct 20, 2026 |
| Jaffetilchin Investment Partners, Llc | Buy | +29 | +0.3% | 10,562 | $5.42M | Q2 2026 | Oct 20, 2026 |
| Hms Capital Management, Llc | Sell | -10 | -0.3% | 3,031 | $1.56M | Q2 2026 | Oct 20, 2026 |
| Howard Financial Services, Ltd. | Buy | +60 | +2.3% | 2,627 | $1.35M | Q2 2026 | Oct 14, 2026 |
| Elm Partners Management Llc | Buy | +24 | +3.0% | 815 | $418.58K | Q2 2026 | Oct 07, 2026 |
| Cim Investment Management Inc | Sell | -203 | -8.0% | 2,342 | $1.20M | Q2 2026 | Sep 29, 2026 |
| Envestnet Asset Management Inc | Sell | -99,314 | -5.1% | 1,834,080 | $941.98M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +8,314 | +6.6% | 134,601 | $69.13M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Sell | -849 | -4.8% | 17,008 | $8.74M | Q2 2026 | Sep 23, 2026 |
| State Street Corp | Buy | +486,283 | +1.3% | 36,964,305 | $18.98B | Q2 2026 | Sep 22, 2026 |
| Andra Ap-Fonden | Sell | -21,600 | -15.5% | 117,889 | $60.55M | Q2 2026 | Sep 22, 2026 |
| Premier Financial Group | Buy | +75 | — | 75 | $38.52K | Q2 2026 | Sep 21, 2026 |
| Silicon Valley Capital Partners | Buy | +3 | +0.2% | 1,742 | $894.82K | Q2 2026 | Sep 21, 2026 |
| Security National Bank Of Sioux City Iowa | Buy | +171 | — | 171 | $87.83K | Q2 2026 | Sep 18, 2026 |
| Security National Bank Of So Dak | Buy | +129 | — | 129 | $66.25K | Q2 2026 | Sep 18, 2026 |
| Reynders Mcveigh Capital Management, Llc | Buy | +3,006 | +2.2% | 141,828 | $72.84K | Q2 2026 | Sep 15, 2026 |
| Skyview Investment Advisors, Llc | Sell | -1,901 | -86.4% | 300 | $154.00 | Q2 2026 | Sep 15, 2026 |
| Anchor Investment Management, Llc | Sell | -261 | -2.6% | 9,633 | $4.95M | Q2 2026 | Sep 15, 2026 |
| Talon Private Wealth, Llc | Buy | +1,117 | — | 1,117 | $573.71K | Q2 2026 | Sep 11, 2026 |
| Smith Chas P & Associates Pa Cpas | Sell | -440 | -41.5% | 620 | $318.55K | Q2 2026 | Sep 11, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -110,600 | -17.4% | 524,516 | $269.39M | Q2 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Sell | -1,858 | -9.6% | 17,574 | $9.03M | Q2 2026 | Sep 09, 2026 |
| Palogic Value Management, L.P. | Buy | +13 | +1.6% | 802 | $411.91K | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -553 | -7.3% | 7,001 | $3.60M | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Buy | +342,099 | +30.4% | 1,467,770 | $753.85M | Q2 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Sell | -200,962 | -14.6% | 1,176,597 | $604.30M | Q2 2026 | Sep 02, 2026 |
| Capital & Planning, Llc | Sell | -183 | -5.0% | 3,487 | $1.79M | Q2 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -23 | -8.6% | 246 | $126.57K | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +33 | +5.7% | 613 | $314.84K | Q2 2026 | Aug 28, 2026 |
Frequently asked questions about MA activity
Which institutional owners are buying MA?
Institutional owners buying MA include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in MA activity?
"Buy" means an investor increased their reported position in MA compared to the prior reporting period. This reflects growing exposure to MASTERCARD INC - A (MA) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MA increasing?
Institutional interest in MA can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related MA Institutional Insights
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- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
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- MA Insider Trading & SEC Form 4 Activity
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