V vs MA
Visa · Mastercard
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 10 tracked superinvestors, 6 hold both V and MA (60% of the combined holder base), led by Chuck Akre (14.2% V · 17.8% MA). V appears in 10 tracked portfolios; MA in 6, so V is the more widely held of the two among tracked managers.
Both sit in Financials, so the overlap reflects manager preference within one sector rather than a cross-sector divide. On the latest 13F cohort, V’s ConvictionScore reads −14 (slight selling) against MA’s −1 (slight selling); MA shows the stronger net-accumulation reading of the pair.
Among the 6 managers holding both, 3 size V larger and 3 size MA larger — an even conviction split. A name held with higher weight by managers who own both is one the shared cohort is more concentrated in.
Descriptive comparison of SEC Form 13F filings (45-day reporting lag; filings can be 1–3 months old). Not investment advice — see methodology.
Ownership fingerprint
Who holds V only, who holds MA only, and who holds both.
Of 6 shared managers, 3 weight V heavier and 3 weight MA heavier.
- Chris Hohn11.8%
- Glenn Greenberg9.4%
- David Rolfe8.4%
- William von Mueffling6.1%
- Chuck Akre14.2 / 17.8%
- Dev Kantesaria12.8 / 11.2%
- François Rochon9.8 / 11.2%
- Polen Capital7.8 / 5.6%
- Andreas Halvorsen5.8 / 3.7%
- Terry Smith5.4 / 9.8%
All MA holders also hold V.
Shared manager conviction
For managers holding both: how hard do they bet on each? Longer bar = bigger position.
Frequently asked questions
Which has more hedge-fund owners: V or MA?
V (Visa) is held by 10 tracked superinvestors; MA (Mastercard) is held by 6. V has 4 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both V and MA?
6 tracked superinvestors hold both V and MA based on the latest SEC 13F filings. Largest dual-holder: Chuck Akre (14.2% V · 17.8% MA). Full overlap table below.
What is the overlap between V and MA institutional ownership?
Across 10 unique tracked holders: 4 hold only V (40%), 6 hold both (60%), 0 hold only MA (0%). The full Venn split + per-manager position % is on this page.
Among managers holding both V and MA, which do they prefer?
Of 6 managers holding both, 3 weight V higher and 3 weight MA higher in their portfolios. Even split. Per-manager positions are in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
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