V vs MA
Visa · Mastercard
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 10 tracked superinvestors, 6 hold both V and MA (60% of the combined holder base), led by Chuck Akre (14.2% V · 17.8% MA). V appears in 10 tracked portfolios; MA in 6, 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, V’s ConvictionScore reads −14 (slight selling) against MA’s 0 (mixed); MA shows the stronger net-accumulation reading of the pair.
Among the 6 managers holding both, 3 size V larger and 3 size MA 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 V only, who holds MA only, and who holds both.
Of 6 shared managers, 3 weight V heavier and 3 weight MA heavier.
- Chris Hohn11.8%
- Glenn Greenberg9.4%
- David Rolfe8.4%
- William von Mueffling6.1%
- Chuck Akre14.2 / 17.8%
- Dev Kantesaria12.8 / 11.2%
- François Rochon9.8 / 11.2%
- Polen Capital7.8 / 5.6%
- Andreas Halvorsen5.8 / 3.7%
- Terry Smith5.4 / 9.8%
All MA holders also hold V.
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: V or MA?
V (Visa) is held by 10 tracked superinvestors; MA (Mastercard) is held by 6. V has 4 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both V and MA?
6 tracked superinvestors hold both V and MA based on the latest SEC 13F filings. Largest dual-holder: Chuck Akre (14.2% V · 17.8% MA). Full overlap table below.
What is the overlap between V and MA institutional ownership?
Across 10 unique tracked holders: 4 hold only V (40%), 6 hold both (60%), 0 hold only MA (0%). The full Venn split + per-manager position % is on this page.
Among managers holding both V and MA, which do they prefer?
Of 6 managers holding both, 3 weight V higher and 3 weight MA 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.