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Ownership Diff · MSFT vs MA

MSFT vs MA

Microsoft · Mastercard

Superinvestor ownership overlap, unique holders, and conviction comparison.

MSFT
Microsoft
Technology
ConvictionScore−8
SignalSlight selling
Tracked owners12
MA
Mastercard
Financials
ConvictionScore0
SignalMixed
Tracked owners6

What the ownership overlap reveals

Across 15 tracked superinvestors, 3 hold both MSFT and MA (20% of the combined holder base), led by Terry Smith (11.2% MSFT · 9.8% MA). MSFT appears in 12 tracked portfolios; MA in 6, so MSFT is the more widely held of the two among tracked managers.

MSFT is a Technology holding while MA sits in Financials — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, MSFT’s ConvictionScore reads −8 (slight selling) against MA’s 0 (mixed); MA shows the stronger net-accumulation reading of the pair.

Among the 3 managers holding both, 3 size MSFT larger and 0 size MA larger — a lean toward MSFT. 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 MSFT only, who holds MA only, and who holds both.

MSFT only (9)■ Both (3)MA only (3)
MSFT only
Both
MA only

Of 3 shared managers, 3 weight MSFT heavier and 0 weight MA heavier.

Shared manager conviction

For managers holding both: how hard do they bet on each? Longer bar = bigger position.

Terry Smith
MSFT
11.2%
MA
9.8%
Top position. Held since 2011.
Polen Capital
MSFT
9.4%
MA
5.6%
Core compounder. Decade-long hold.
Andreas Halvorsen
MSFT
4.8%
MA
3.7%
Quality AI infrastructure play.
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Frequently asked questions

Which has more hedge-fund owners: MSFT or MA?

MSFT (Microsoft) is held by 12 tracked superinvestors; MA (Mastercard) is held by 6. MSFT has 6 more tracked holders. Full ranking by % of portfolio in the table below.

What managers hold both MSFT and MA?

3 tracked superinvestors hold both MSFT and MA based on the latest SEC 13F filings. Largest dual-holder: Terry Smith (11.2% MSFT · 9.8% MA). Full overlap table below.

What is the overlap between MSFT and MA institutional ownership?

Across 15 unique tracked holders: 9 hold only MSFT (60%), 3 hold both (20%), 3 hold only MA (20%). The full Venn split + per-manager position % is on this page.

Among managers holding both MSFT and MA, which do they prefer?

Of 3 managers holding both, 3 weight MSFT higher and 0 weight MA higher in their portfolios. MSFT 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.