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FTDR · 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.
  • FTDR
  • MA
0204060202120222023202420252026
Holders and value by quarter
QuarterFTDRMA
Q3 20208 holders, $596m45 holders, $56.1bn
Q4 20207 holders, $598m52 holders, $57.9bn
Q1 20219 holders, $723m50 holders, $56.4bn
Q2 20217 holders, $678m50 holders, $54.9bn
Q3 20217 holders, $544m50 holders, $48.9bn
Q4 20218 holders, $530m42 holders, $49.3bn
Q1 20227 holders, $362m38 holders, $50.1bn
Q2 20223 holders, $155m48 holders, $45.4bn
Q3 20222 holders, $113m53 holders, $40.8bn
Q4 20222 holders, $107m37 holders, $65.6bn
Q1 20235 holders, $191m45 holders, $50.3bn
Q2 20236 holders, $237m47 holders, $51.2bn
Q3 20236 holders, $191m52 holders, $49.7bn
Q4 20237 holders, $197m46 holders, $51.7bn
Q1 20245 holders, $117m48 holders, $58.0bn
Q2 20244 holders, $119m49 holders, $51.2bn
Q3 20248 holders, $199m43 holders, $55.8bn
Q4 20248 holders, $224m43 holders, $58.3bn
Q1 20255 holders, $138m49 holders, $64.7bn
Q2 20257 holders, $224m50 holders, $68.3bn
Q3 20258 holders, $315m44 holders, $68.1bn
Q4 20255 holders, $253m43 holders, $65.6bn
Q1 20266 holders, $360m46 holders, $57.4bn
Q2 20266 holders, $478m43 holders, $58.1bn
FTDR

Frontdoor Inc

Holders
6
Reported value
$360m
Buyers
18
Sellers
13

Breadth +5 among 91 comparable managers.

MA

Mastercard Incorporated

Holders
46
Reported value
$57.4bn
Buyers
28
Sellers
27

Breadth +1 among 91 comparable managers.

Who holds both, Q1 2026

Among the 48 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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