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