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% |
Mastercard Incorporated (MA) DCF Excel Template
5-Year Financial Model
40+ Charts & Metrics
DCF & Multiple Valuation
Free Email Support
Disclaimer
All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.
We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.
All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.