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IT · 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.
  • IT
  • MA
0204060202120222023202420252026
Holders and value by quarter
QuarterITMA
Q3 20208 holders, $1.9bn45 holders, $56.1bn
Q4 20209 holders, $2.0bn52 holders, $57.9bn
Q1 202110 holders, $2.3bn50 holders, $56.4bn
Q2 202117 holders, $2.9bn50 holders, $54.9bn
Q3 202119 holders, $4.1bn50 holders, $48.9bn
Q4 202117 holders, $4.7bn42 holders, $49.3bn
Q1 202219 holders, $3.9bn38 holders, $50.1bn
Q2 202225 holders, $3.5bn48 holders, $45.4bn
Q3 202221 holders, $4.0bn53 holders, $40.8bn
Q4 202226 holders, $4.9bn37 holders, $65.6bn
Q1 202325 holders, $4.8bn45 holders, $50.3bn
Q2 202325 holders, $4.7bn47 holders, $51.2bn
Q3 202321 holders, $4.5bn52 holders, $49.7bn
Q4 202319 holders, $5.7bn46 holders, $51.7bn
Q1 202423 holders, $6.2bn48 holders, $58.0bn
Q2 202416 holders, $5.5bn49 holders, $51.2bn
Q3 202416 holders, $5.8bn43 holders, $55.8bn
Q4 202421 holders, $5.7bn43 holders, $58.3bn
Q1 202526 holders, $4.8bn49 holders, $64.7bn
Q2 202524 holders, $3.7bn50 holders, $68.3bn
Q3 202516 holders, $1.4bn44 holders, $68.1bn
Q4 202516 holders, $1.6bn43 holders, $65.6bn
Q1 202610 holders, $1.3bn46 holders, $57.4bn
Q2 202612 holders, $1.5bn43 holders, $58.1bn
IT

Gartner Inc

Holders
16
Reported value
$1.4bn
Buyers
7
Sellers
12

Breadth -5 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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