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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.

URIMA
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.
  • 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
17
Reported value
$7.5bn
Buyers
18
Sellers
18

Breadth 0 among 91 comparable managers.

Business and payment services
MA

Mastercard Incorporated

Holders
43
Reported value
$58.1bn
Buyers
24
Sellers
29

Breadth -5 among 91 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q2 2026

Among the 45 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only URI (2)

Bridgewater Associates LP, First Eagle Investment Management LLC

Only MA (28)

Acadian Asset Management LLC, Akre Capital Management LLC, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Citadel Advisors LLC, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Egerton Capital UK LLP, Harris Associates LP, Janus Henderson Group Ltd, MFS Investment Management, Millennium Management LLC, Pershing Square Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, Soros Fund Management LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Investments LP, and 3 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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