BAC vs MA
Bank of America · Mastercard
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 9 tracked superinvestors, no manager holds both BAC and MA — the two names draw on entirely separate pools of smart money. BAC appears in 3 tracked portfolios; MA in 6, so MA 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, BAC’s ConvictionScore reads −1 (slight selling) against MA’s −2 (slight selling); BAC shows the stronger net-accumulation reading of the pair.
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 BAC only, who holds MA only, and who holds both.
- Li Lu27.4%
- Warren Buffett11.2%
- Bill Nygren4.3%
No manager holds both BAC and MA.
- Chuck Akre17.8%
- François Rochon11.2%
- Dev Kantesaria11.2%
- Terry Smith9.8%
- Polen Capital5.6%
- Andreas Halvorsen3.7%
Frequently asked questions
Which has more hedge-fund owners: BAC or MA?
BAC (Bank of America) is held by 3 tracked superinvestors; MA (Mastercard) is held by 6. MA has 3 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both BAC and MA?
0 tracked superinvestors hold both BAC and MA based on the latest SEC 13F filings. Full overlap table below.
What is the overlap between BAC and MA institutional ownership?
Across 9 unique tracked holders: 3 hold only BAC (33%), 0 hold both (0%), 6 hold only MA (67%). The full Venn split + per-manager position % is on this page.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.
Reading for your research
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