L3VLUP
ProSign in

IBTA · 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.

IBTAMA
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.
  • IBTA
  • MA
0204060202120222023202420252026
Holders and value by quarter
QuarterIBTAMA
Q3 2020none listed holders, n.a.45 holders, $56.1bn
Q4 2020none listed holders, n.a.52 holders, $57.9bn
Q1 2021none listed holders, n.a.50 holders, $56.4bn
Q2 2021none listed holders, n.a.50 holders, $54.9bn
Q3 2021none listed holders, n.a.50 holders, $48.9bn
Q4 2021none listed holders, n.a.42 holders, $49.3bn
Q1 2022none listed holders, n.a.38 holders, $50.1bn
Q2 2022none listed holders, n.a.48 holders, $45.4bn
Q3 2022none listed holders, n.a.53 holders, $40.8bn
Q4 2022none listed holders, n.a.37 holders, $65.6bn
Q1 2023none listed holders, n.a.45 holders, $50.3bn
Q2 2023none listed holders, n.a.47 holders, $51.2bn
Q3 2023none listed holders, n.a.52 holders, $49.7bn
Q4 2023none listed holders, n.a.46 holders, $51.7bn
Q1 2024none listed holders, n.a.48 holders, $58.0bn
Q2 20248 holders, $252m49 holders, $51.2bn
Q3 20245 holders, $213m43 holders, $55.8bn
Q4 20246 holders, $276m43 holders, $58.3bn
Q1 20253 holders, $150m49 holders, $64.7bn
Q2 20252 holders, $25m50 holders, $68.3bn
Q3 20251 holders, $25m44 holders, $68.1bn
Q4 2025none listed holders, n.a.43 holders, $65.6bn
Q1 2026none listed holders, n.a.46 holders, $57.4bn
Q2 2026none listed holders, n.a.43 holders, $58.1bn
IBTA

Ibotta Inc

New listing

Holders
8
Reported value
$252m
Buyers
8
Sellers
0

Not ranked this quarter: its new positions are allocations in a new listing.

Business and payment services
MA

Mastercard Incorporated

Holders
49
Reported value
$51.2bn
Buyers
24
Sellers
24

Breadth 0 among 94 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q2 2024

Among the 53 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only IBTA (4)

ARK Investment Management LLC, Dragoneer Investment Group LLC, Southeastern Asset Management Inc, Woodline Partners LP

Only MA (45)

Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, Egerton Capital UK LLP, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Lone Pine Capital LLC, Man Group PLC, and 20 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 →