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PAYX · 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.

PAYXMA
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.
  • PAYX
  • MA
0204060202120222023202420252026
Holders and value by quarter
QuarterPAYXMA
Q3 202011 holders, $605m45 holders, $56.1bn
Q4 202010 holders, $561m52 holders, $57.9bn
Q1 20217 holders, $515m50 holders, $56.4bn
Q2 20219 holders, $863m50 holders, $54.9bn
Q3 202118 holders, $1.2bn50 holders, $48.9bn
Q4 202117 holders, $1.4bn42 holders, $49.3bn
Q1 202215 holders, $1.4bn38 holders, $50.1bn
Q2 202218 holders, $1.4bn48 holders, $45.4bn
Q3 202225 holders, $1.4bn53 holders, $40.8bn
Q4 202220 holders, $1.4bn37 holders, $65.6bn
Q1 202321 holders, $1.9bn45 holders, $50.3bn
Q2 202323 holders, $1.9bn47 holders, $51.2bn
Q3 202319 holders, $1.6bn52 holders, $49.7bn
Q4 202317 holders, $1.6bn46 holders, $51.7bn
Q1 202415 holders, $1.1bn48 holders, $58.0bn
Q2 202410 holders, $1.2bn49 holders, $51.2bn
Q3 20249 holders, $1.3bn43 holders, $55.8bn
Q4 20249 holders, $1.4bn43 holders, $58.3bn
Q1 202510 holders, $1.5bn49 holders, $64.7bn
Q2 202514 holders, $1.6bn50 holders, $68.3bn
Q3 202519 holders, $1.5bn44 holders, $68.1bn
Q4 202512 holders, $2.1bn43 holders, $65.6bn
Q1 202614 holders, $2.0bn46 holders, $57.4bn
Q2 202610 holders, $1.9bn43 holders, $58.1bn
PAYX

Paychex Inc

Holders
15
Reported value
$1.1bn
Buyers
7
Sellers
6

Breadth +1 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 51 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only PAYX (3)

Maverick Capital Ltd, Tudor Investment Corp, Winton Group Ltd

Only MA (36)

Akre Capital Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, 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, Janus Henderson Group Ltd, Lone Pine Capital LLC, Marshall Wace LLP, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, and 11 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.

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