L3VLUP
ProSign in

FOUR · MA in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

FOURMA
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • FOUR
  • MA
0204060202120222023202420252026
Holders and value by quarter
QuarterFOURMA
Q3 20209 holders, $248m45 holders, $56.1bn
Q4 20208 holders, $445m52 holders, $57.9bn
Q1 20217 holders, $694m50 holders, $56.4bn
Q2 20216 holders, $858m50 holders, $54.9bn
Q3 20219 holders, $851m50 holders, $48.9bn
Q4 20217 holders, $566m42 holders, $49.3bn
Q1 20226 holders, $740m38 holders, $50.1bn
Q2 20223 holders, $452m48 holders, $45.4bn
Q3 20223 holders, $678m53 holders, $40.8bn
Q4 20226 holders, $882m37 holders, $65.6bn
Q1 202312 holders, $1.1bn45 holders, $50.3bn
Q2 20238 holders, $912m47 holders, $51.2bn
Q3 202311 holders, $963m52 holders, $49.7bn
Q4 202310 holders, $1.2bn46 holders, $51.7bn
Q1 20249 holders, $867m48 holders, $58.0bn
Q2 20247 holders, $806m49 holders, $51.2bn
Q3 20246 holders, $987m43 holders, $55.8bn
Q4 20248 holders, $1.1bn43 holders, $58.3bn
Q1 20259 holders, $934m49 holders, $64.7bn
Q2 20259 holders, $1.4bn50 holders, $68.3bn
Q3 20257 holders, $977m44 holders, $68.1bn
Q4 20255 holders, $847m43 holders, $65.6bn
Q1 20264 holders, $543m46 holders, $57.4bn
Q2 20267 holders, $606m43 holders, $58.1bn
FOUR

Shift4 PMTS Inc

Holders
9
Reported value
$867m
Buyers
5
Sellers
3

Breadth +2 among 93 comparable managers.

Business and payment services
MA

Mastercard Incorporated

Holders
48
Reported value
$58.0bn
Buyers
20
Sellers
25

Breadth -5 among 93 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q1 2024

Among the 50 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only FOUR (2)

Durable Capital Partners LP, Winton Group Ltd

Only MA (41)

Acadian Asset Management LLC, Akre Capital Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Lone Pine Capital LLC, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, and 16 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

Back to the 13F Explorer →