Holders over time
- V
- MA
| Quarter | V | MA |
|---|---|---|
| Q3 2020 | 55 holders, $62.2bn | 45 holders, $56.1bn |
| Q4 2020 | 52 holders, $67.1bn | 52 holders, $57.9bn |
| Q1 2021 | 58 holders, $64.5bn | 50 holders, $56.4bn |
| Q2 2021 | 52 holders, $69.3bn | 50 holders, $54.9bn |
| Q3 2021 | 56 holders, $63.6bn | 50 holders, $48.9bn |
| Q4 2021 | 47 holders, $58.0bn | 42 holders, $49.3bn |
| Q1 2022 | 59 holders, $61.8bn | 38 holders, $50.1bn |
| Q2 2022 | 57 holders, $55.2bn | 48 holders, $45.4bn |
| Q3 2022 | 57 holders, $50.7bn | 53 holders, $40.8bn |
| Q4 2022 | 54 holders, $59.4bn | 37 holders, $65.6bn |
| Q1 2023 | 55 holders, $64.0bn | 45 holders, $50.3bn |
| Q2 2023 | 54 holders, $65.2bn | 47 holders, $51.2bn |
| Q3 2023 | 55 holders, $61.5bn | 52 holders, $49.7bn |
| Q4 2023 | 48 holders, $68.6bn | 46 holders, $51.7bn |
| Q1 2024 | 50 holders, $73.1bn | 48 holders, $58.0bn |
| Q2 2024 | 45 holders, $69.5bn | 49 holders, $51.2bn |
| Q3 2024 | 47 holders, $70.5bn | 43 holders, $55.8bn |
| Q4 2024 | 48 holders, $77.6bn | 43 holders, $58.3bn |
| Q1 2025 | 43 holders, $83.5bn | 49 holders, $64.7bn |
| Q2 2025 | 45 holders, $83.4bn | 50 holders, $68.3bn |
| Q3 2025 | 48 holders, $82.8bn | 44 holders, $68.1bn |
| Q4 2025 | 49 holders, $86.0bn | 43 holders, $65.6bn |
| Q1 2026 | 49 holders, $73.3bn | 46 holders, $57.4bn |
| Q2 2026 | 52 holders, $81.9bn | 43 holders, $58.1bn |
Visa Inc
- Holders
- 52
- Reported value
- $81.9bn
- Buyers
- 31
- Sellers
- 28
Breadth +3 among 91 comparable managers.
Mastercard Incorporated
- Holders
- 43
- Reported value
- $58.1bn
- Buyers
- 24
- Sellers
- 29
Breadth -5 among 91 comparable managers.
Who holds both, Q2 2026
Both (34)
Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Egerton Capital UK LLP, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Pershing Square Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, T. Rowe Price Associates Inc, Two Sigma Investments LP, Voloridge Investment Management LLC, Wellington Management Group LLP, Woodline Partners LP
Only V (18)
Baupost Group LLC, Bridgewater Associates LP, Caxton Associates LLP, Dodge & Cox, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Jane Street Group LLC, Lone Pine Capital LLC, Maverick Capital Ltd, Moore Capital Management LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, TCI Fund Management Ltd, Tiger Global Management LLC, ValueAct Holdings LP, Viking Global Investors LP, Winton Group Ltd
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.