MCO vs MA
Moody's Corp · Mastercard
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 10 tracked superinvestors, 3 hold both MCO and MA (30% of the combined holder base), led by Dev Kantesaria (22.4% MCO · 11.2% MA). MCO appears in 7 tracked portfolios; MA in 6, so MCO 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, MCO’s ConvictionScore reads +16 (slight accumulation) against MA’s 0 (mixed); MCO shows the stronger net-accumulation reading of the pair.
Among the 3 managers holding both, 1 size MCO larger and 2 size MA larger — a lean toward MA. 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 MCO only, who holds MA only, and who holds both.
Of 3 shared managers, 1 weight MCO heavier and 2 weight MA heavier.
- Glenn Greenberg14.2%
- Chris Hohn9.4%
- William von Mueffling6.4%
- Warren Buffett4.4%
- Dev Kantesaria22.4 / 11.2%
- Chuck Akre13.4 / 17.8%
- François Rochon5.5 / 11.2%
- Terry Smith9.8%
- Polen Capital5.6%
- Andreas Halvorsen3.7%
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: MCO or MA?
MCO (Moody's Corp) is held by 7 tracked superinvestors; MA (Mastercard) is held by 6. MCO has 1 more tracked holder. Full ranking by % of portfolio in the table below.
What managers hold both MCO and MA?
3 tracked superinvestors hold both MCO and MA based on the latest SEC 13F filings. Largest dual-holder: Dev Kantesaria (22.4% MCO · 11.2% MA). Full overlap table below.
What is the overlap between MCO and MA institutional ownership?
Across 10 unique tracked holders: 4 hold only MCO (40%), 3 hold both (30%), 3 hold only MA (30%). The full Venn split + per-manager position % is on this page.
Among managers holding both MCO and MA, which do they prefer?
Of 3 managers holding both, 1 weight MCO higher and 2 weight MA higher in their portfolios. MA is the preferred conviction position for the majority. Per-manager position %s in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.