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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.

EFXMA
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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
15
Reported value
$4.4bn
Buyers
26
Sellers
9

Breadth +17 among 92 comparable managers.

Business and payment services
MA

Mastercard Incorporated

Holders
43
Reported value
$65.6bn
Buyers
19
Sellers
30

Breadth -11 among 92 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q4 2025

Among the 46 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only EFX (3)

Balyasny Asset Management LLC, Maverick Capital Ltd, Tudor Investment Corp

Only MA (31)

Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Egerton Capital UK LLP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Lone Pine Capital LLC, Millennium Management LLC, Polen Capital Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, and 6 more

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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