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EFX · 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.
  • EFX
  • MA
0204060202120222023202420252026
Holders and value by quarter
QuarterEFXMA
Q3 202018 holders, $5.4bn45 holders, $56.1bn
Q4 202017 holders, $6.2bn52 holders, $57.9bn
Q1 202118 holders, $5.7bn50 holders, $56.4bn
Q2 202118 holders, $7.5bn50 holders, $54.9bn
Q3 202121 holders, $7.5bn50 holders, $48.9bn
Q4 202119 holders, $8.7bn42 holders, $49.3bn
Q1 202219 holders, $6.8bn38 holders, $50.1bn
Q2 202223 holders, $5.8bn48 holders, $45.4bn
Q3 202219 holders, $4.6bn53 holders, $40.8bn
Q4 202214 holders, $5.0bn37 holders, $65.6bn
Q1 202317 holders, $4.8bn45 holders, $50.3bn
Q2 202315 holders, $5.3bn47 holders, $51.2bn
Q3 202314 holders, $2.8bn52 holders, $49.7bn
Q4 202312 holders, $3.7bn46 holders, $51.7bn
Q1 202414 holders, $3.7bn48 holders, $58.0bn
Q2 202412 holders, $4.0bn49 holders, $51.2bn
Q3 202417 holders, $5.5bn43 holders, $55.8bn
Q4 202418 holders, $5.2bn43 holders, $58.3bn
Q1 202512 holders, $5.3bn49 holders, $64.7bn
Q2 202517 holders, $5.3bn50 holders, $68.3bn
Q3 20259 holders, $4.6bn44 holders, $68.1bn
Q4 202515 holders, $4.4bn43 holders, $65.6bn
Q1 202613 holders, $4.4bn46 holders, $57.4bn
Q2 202613 holders, $3.9bn43 holders, $58.1bn
EFX

Equifax Inc

Holders
9
Reported value
$4.6bn
Buyers
4
Sellers
7

Breadth -3 among 95 comparable managers.

MA

Mastercard Incorporated

Holders
44
Reported value
$68.1bn
Buyers
17
Sellers
26

Breadth -9 among 95 comparable managers.

Who holds both, Q3 2025

Among the 44 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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