MCO vs V
Moody's Corp · Visa
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 11 tracked superinvestors, 6 hold both MCO and V (55% of the combined holder base), led by Dev Kantesaria (22.4% MCO · 12.8% V). MCO appears in 7 tracked portfolios; V in 10, 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, MCO’s ConvictionScore reads +16 (slight accumulation) against V’s −14 (slight selling); MCO shows the stronger net-accumulation reading of the pair.
Among the 6 managers holding both, 3 size MCO larger and 3 size V 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 MCO only, who holds V only, and who holds both.
Of 6 shared managers, 3 weight MCO heavier and 3 weight V heavier.
- Warren Buffett4.4%
- Dev Kantesaria22.4 / 12.8%
- Glenn Greenberg14.2 / 9.4%
- Chuck Akre13.4 / 14.2%
- Chris Hohn9.4 / 11.8%
- William von Mueffling6.4 / 6.1%
- François Rochon5.5 / 9.8%
- David Rolfe8.4%
- Polen Capital7.8%
- Andreas Halvorsen5.8%
- Terry Smith5.4%
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 V?
MCO (Moody's Corp) is held by 7 tracked superinvestors; V (Visa) is held by 10. V has 3 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both MCO and V?
6 tracked superinvestors hold both MCO and V based on the latest SEC 13F filings. Largest dual-holder: Dev Kantesaria (22.4% MCO · 12.8% V). Full overlap table below.
What is the overlap between MCO and V institutional ownership?
Across 11 unique tracked holders: 1 hold only MCO (9%), 6 hold both (55%), 4 hold only V (36%). The full Venn split + per-manager position % is on this page.
Among managers holding both MCO and V, which do they prefer?
Of 6 managers holding both, 3 weight MCO higher and 3 weight V higher in their portfolios. Even split. Per-manager position %s in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.