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 +14 (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 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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