MA
Mastercard Incorporated · Financial Services · Financial - Credit Services
Señales de momentum (gestores comparables):
amplitud de titulares -4.2% ·
flujo de acciones -1.4% ·
nuevas posiciones netas -4.3%
· fórmula
Distribución amplia: acciones en descenso y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 189 | +1 | 610.01M | $313.18B | +5 | −5 |
| Q1 2026 | 192 | +1 | 619.73M | $309.58B | +5 | −5 |
| Q4 2025 | 190 | +1 | 663.87M | $378.90B | +2 | n/a |
| Q3 2025 | 29 | -1 | 371.91M | $211.51B | n/a | −2 |
| Q2 2025 | 28 | +1 | 295.34M | $165.92B | +1 | n/a |
| Q1 2025 | 24 | +1 | 122.63M | $67.18B | +1 | n/a |
| Q4 2024 | 23 | -1 | 115.95M | $61.03B | n/a | −1 |
| Q3 2024 | 23 | -1 | 79.50M | $39.23B | +1 | −2 |
| Q2 2024 | 24 | n/a | 80.61M | $35.54B | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 19.19M | -0.4% | $9.47B | 1.1% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Geode Capital Management ✦ (pasivo) | 18.38M | +2.5% | $9.04B | 0.7% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Norges Bank ✦ (pasivo) | 11.68M | +2.5% | $5.77B | 0.8% | ▲ Add | 2 | SEC ↗ |
| 4 | Wellington Management ✦ | 8.94M | -4.4% | $4.42B | 0.8% | ▼ Trim | 2 | SEC ↗ ×9 |
| 5 | Capital World Investors ✦ | 4.63M | +2.3% | $2.29B | 0.4% | ▲ Add | 2 | SEC ↗ |
| 6 | Fisher Asset Management ✦ | 4.12M | +2.5% | $2.03B | 0.8% | ▲ Add | 2 | SEC ↗ |
| 7 | Berkshire Hathaway ✦ | 3.99M | 0.0% | $1.97B | 0.7% | Held | 2 | SEC ↗ |
| 8 | Baillie Gifford ✦ | 2.06M | -3.2% | $1.02B | 0.8% | ▼ Trim | 2 | SEC ↗ ×4 |
| 9 | Arrowstreet Capital ✦ | 1.68M | -12.8% | $827.60M | 0.7% | ▼ Trim | 2 | SEC ↗ |
| 10 | Citadel Advisors ✦ | 1.04M | +51.0% | $511.35M | 0.5% | ▲ Add | 2 | SEC ↗ ×2 |
| 11 | Adage Capital Partners ✦ | 837.71K | +0.7% | $413.66M | 0.7% | ▲ Add | 2 | SEC ↗ |
| 12 | D. E. Shaw & Co. ✦ | 614.40K | -9.4% | $303.39M | 0.4% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | AQR Capital Management ✦ | 492.72K | +8.5% | $243.17M | 0.3% | ▲ Add | 2 | SEC ↗ ×4 |
| 14 | Millennium Management ✦ | 461.82K | -16.0% | $228.04M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 444.00K | -15.2% | $219.25M | 0.5% | ▼ Trim | 2 | SEC ↗ |
| 16 | PRIMECAP Management ✦ | 419.40K | 0.0% | $207.10M | 0.2% | Held | 2 | SEC ↗ |
| 17 | Markel Group ✦ | 207.54K | 0.0% | $102.48M | 0.9% | Held | 2 | SEC ↗ ×2 |
| 18 | Harris Associates (Oakmark) ✦ | 132.86K | -1.4% | $65.61M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 19 | Bridgewater Associates ✦ | 53.84K | -85.0% | $26.58M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 20 | Point72 Asset Management ✦ | 52.82K | -57.6% | $26.08M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 21 | Gotham Asset Management ✦ | 32.81K | +8.3% | $16.20M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 22 | Renaissance Technologies ✦ | 28.06K | Nuevo | $13.86M | 0.0% | New | 1 | SEC ↗ |
| 23 | GAMCO Investors ✦ | 24.45K | -4.5% | $12.07M | 0.1% | ▼ Trim | 2 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Renaissance Technologies | $13.86M | 0.0% |
Posición cerrada
| Lone Pine Capital | $460.38M | era 3.7% |
| Marshall Wace | $8.31M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 3,578 tenedores, 734.72M acciones, $350.72B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Director · 370 acc. · $218,378
Director · 370 acc. · $216,450
Director · 1 acc. · $590
Officer · 923 acc. · $547,837
Officer · 1.00K acc. · $572,070
Officer · 1.28K acc. · $738,331
Officer · 628 acc. · $362,922
Officer · 400 acc. · $231,742
Officer · 840 acc. · $488,524
Officer · 160 acc. · $93,160
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología