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URI · 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.
  • URI
  • MA
0204060202120222023202420252026
Holders and value by quarter
QuarterURIMA
Q3 202014 holders, $1.5bn45 holders, $56.1bn
Q4 202016 holders, $2.1bn52 holders, $57.9bn
Q1 202115 holders, $3.0bn50 holders, $56.4bn
Q2 202118 holders, $2.3bn50 holders, $54.9bn
Q3 202117 holders, $2.9bn50 holders, $48.9bn
Q4 202123 holders, $2.7bn42 holders, $49.3bn
Q1 202219 holders, $2.5bn38 holders, $50.1bn
Q2 202215 holders, $1.8bn48 holders, $45.4bn
Q3 202218 holders, $2.1bn53 holders, $40.8bn
Q4 202217 holders, $2.9bn37 holders, $65.6bn
Q1 202316 holders, $2.6bn45 holders, $50.3bn
Q2 202315 holders, $4.0bn47 holders, $51.2bn
Q3 202315 holders, $4.7bn52 holders, $49.7bn
Q4 202315 holders, $7.1bn46 holders, $51.7bn
Q1 202417 holders, $8.7bn48 holders, $58.0bn
Q2 202417 holders, $7.8bn49 holders, $51.2bn
Q3 202417 holders, $10.9bn43 holders, $55.8bn
Q4 202422 holders, $8.1bn43 holders, $58.3bn
Q1 202520 holders, $5.8bn49 holders, $64.7bn
Q2 202519 holders, $6.6bn50 holders, $68.3bn
Q3 202523 holders, $9.6bn44 holders, $68.1bn
Q4 202525 holders, $7.5bn43 holders, $65.6bn
Q1 202619 holders, $5.4bn46 holders, $57.4bn
Q2 202617 holders, $7.5bn43 holders, $58.1bn
URI

United Rentals Inc

Holders
19
Reported value
$6.6bn
Buyers
11
Sellers
6

Breadth +5 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 51 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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