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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.

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
6
Reported value
$987m
Buyers
2
Sellers
5

Breadth -3 among 94 comparable managers.

MA

Mastercard Incorporated

Holders
43
Reported value
$55.8bn
Buyers
13
Sellers
30

Breadth -17 among 94 comparable managers.

Who holds both, Q3 2024

Among the 45 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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