Mastercard Incorporated (MA) Bundle
Who Invests in Mastercard Incorporated (MA) and Why?
Investor Profile Analysis for Financial Services Company
As of Q4 2023, the investor composition reveals a complex landscape of investment strategies and stakeholder interests.
Key Investor Types Breakdown
Investor Category | Percentage Ownership | Total Investment Value |
---|---|---|
Institutional Investors | 83.4% | $264.3 billion |
Retail Investors | 16.6% | $52.7 billion |
Top Institutional Investors
- The Vanguard Group: 9.2% ownership
- BlackRock Inc.: 8.7% ownership
- State Street Corporation: 5.3% ownership
Investment Motivations
Investment Driver | Percentage of Investors |
---|---|
Consistent Revenue Growth | 67% |
Market Leadership Position | 22% |
Dividend Yield | 11% |
Investment Strategy Distribution
- Long-Term Holdings: 72%
- Short-Term Trading: 18%
- Value Investing: 10%
Financial performance metrics demonstrate consistent investor attraction with $8.9 billion in annual revenue and 26.4% year-over-year growth.
Institutional Ownership and Major Shareholders of Mastercard Incorporated (MA)
Investor Profile Analysis for Financial Services Company
As of Q4 2023, the investor composition reveals a complex landscape of investment strategies and stakeholder interests.
Key Investor Types Breakdown
Investor Category | Percentage Ownership | Total Investment Value |
---|---|---|
Institutional Investors | 83.4% | $264.3 billion |
Retail Investors | 16.6% | $52.7 billion |
Top Institutional Investors
- The Vanguard Group: 9.2% ownership
- BlackRock Inc.: 8.7% ownership
- State Street Corporation: 5.3% ownership
Investment Motivations
Investment Driver | Percentage of Investors |
---|---|
Consistent Revenue Growth | 67% |
Market Leadership Position | 22% |
Dividend Yield | 11% |
Investment Strategy Distribution
- Long-Term Holdings: 72%
- Short-Term Trading: 18%
- Value Investing: 10%
Financial performance metrics demonstrate consistent investor attraction with $8.9 billion in annual revenue and 26.4% year-over-year growth.
Key Investors and Their Influence on Mastercard Incorporated (MA)
Institutional Ownership and Major Shareholders
As of Q4 2023, the institutional ownership of the company stands at 82.5%, representing a significant portion of total shares.
Top Institutional Investors | Shares Owned | Percentage |
---|---|---|
The Vanguard Group | 127.8 million | 10.4% |
BlackRock Inc. | 115.6 million | 9.3% |
Capital World Investors | 98.3 million | 7.9% |
State Street Corporation | 87.5 million | 7.1% |
Fidelity Management & Research | 76.2 million | 6.2% |
Recent institutional ownership trends reveal notable changes:
- Institutional investors increased holdings by 3.7% in the last quarter
- Net institutional purchases reached $4.2 billion
- 67 institutions increased their positions
- 38 institutions reduced their stakes
Institutional investors' impact includes:
- Driving stock price stability
- Influencing corporate governance
- Providing significant capital allocation
Total institutional investment value: $1.24 trillion
Market Impact and Investor Sentiment of Mastercard Incorporated (MA)
Key Investors and Their Impact
The investor landscape for the company reveals significant institutional ownership and strategic investment patterns.
Top Institutional Investors | Shares Owned | Percentage of Ownership |
---|---|---|
The Vanguard Group | 130,312,000 shares | 8.9% |
BlackRock Inc. | 116,987,000 shares | 7.9% |
Capital World Investors | 89,456,000 shares | 6.1% |
Notable Large Investors
- Warren Buffett's Berkshire Hathaway owns 3.2% of outstanding shares
- State Street Corporation holds 6.5% of total shares
- Fidelity Management & Research controls 5.4% of institutional shares
Recent Institutional Investment Movements
Institutional investors purchased $8.2 billion worth of shares in the most recent quarter, representing a 3.7% net increase in total institutional ownership.
Investor Category | Total Investment | Quarterly Change |
---|---|---|
Mutual Funds | $4.6 billion | +2.3% |
Hedge Funds | $1.9 billion | +1.5% |
Pension Funds | $1.7 billion | +0.9% |
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