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TRU · 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.
  • TRU
  • MA
0204060202120222023202420252026
Holders and value by quarter
QuarterTRUMA
Q3 202021 holders, $5.0bn45 holders, $56.1bn
Q4 202018 holders, $5.1bn52 holders, $57.9bn
Q1 202117 holders, $4.9bn50 holders, $56.4bn
Q2 202118 holders, $5.9bn50 holders, $54.9bn
Q3 202121 holders, $6.1bn50 holders, $48.9bn
Q4 202118 holders, $6.8bn42 holders, $49.3bn
Q1 202217 holders, $6.0bn38 holders, $50.1bn
Q2 202213 holders, $4.9bn48 holders, $45.4bn
Q3 202216 holders, $2.3bn53 holders, $40.8bn
Q4 202216 holders, $2.6bn37 holders, $65.6bn
Q1 202314 holders, $2.3bn45 holders, $50.3bn
Q2 202315 holders, $3.5bn47 holders, $51.2bn
Q3 202314 holders, $3.1bn52 holders, $49.7bn
Q4 202313 holders, $2.4bn46 holders, $51.7bn
Q1 202415 holders, $3.5bn48 holders, $58.0bn
Q2 202417 holders, $3.3bn49 holders, $51.2bn
Q3 202421 holders, $5.5bn43 holders, $55.8bn
Q4 202424 holders, $4.8bn43 holders, $58.3bn
Q1 202520 holders, $4.3bn49 holders, $64.7bn
Q2 202517 holders, $4.5bn50 holders, $68.3bn
Q3 202513 holders, $3.7bn44 holders, $68.1bn
Q4 202513 holders, $3.8bn43 holders, $65.6bn
Q1 202613 holders, $4.9bn46 holders, $57.4bn
Q2 202613 holders, $5.4bn43 holders, $58.1bn
TRU

Transunion

Holders
17
Reported value
$4.5bn
Buyers
9
Sellers
9

Breadth 0 among 95 comparable managers.

MA

Mastercard Incorporated

Holders
50
Reported value
$68.3bn
Buyers
32
Sellers
15

Breadth +17 among 95 comparable managers.

Who holds both, Q2 2025

Among the 52 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.

Back to the 13F Explorer →