Public record / Tickers / MA

MA — Mastercard Inc

Both disclosure regimes on one name: who in Congress filed about MA, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
189
all PTR rows naming MA
Members · 12m
9
8 buys · 7 sells · by trade date
Latest PTR
08-05
filed 2026-08-05
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Bradley Scott Schneider · $500K–$1.0M

Sale · traded 2019-06-20 → filed 2019-06-21. Ranked over every MA row by the provable lower bound, never a point estimate.

9 members · 8 buys / 7 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

30 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

35 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 35 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING MA · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning MA
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-05Tommy Tuberville R–ALSale · partial · JT (partial sale, jointly owned)Traded 2025-04-15 LATE·477d$15K–$50Kamendment pending
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2024-05-03 LATE·824d$1K–$15Kamendment pending
2026-07-21Alan Armstrong R–OKSaleTraded 03-27 LATE·116d$15K–$50K
2026-07-16Tommy Tuberville R–ALSale · JT (jointly owned)Traded 06-08 +38d$15K–$50K
2026-07-08Michael T. McCaul R–TX-10Purchase · SP (spouse-owned)Traded 06-29 +9d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 189 ↗

Members active in MA

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing MA in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Michael T. McCaul R–TX-105−$62.0K to $29.0K2
Gilbert Ray Cisneros, Jr. D–CA-313−$13.0K to $29.0K2
Alan Armstrong R–OK1−$50.0K to −$15.0K2
Markwayne Mullin R–OK1$50.0K to $100K
Ro Khanna D–CA-171$1.0K to $15.0K3
Sheldon Whitehouse D–RI1−$15.0K to −$1.0K6
Shelley Moore Capito R–WV1$1.0K to $15.0K4
Tommy Tuberville R–AL1−$50.0K to −$15.0K5

9 members in the window; the 8 most active shown · counts of disclosures, not dollars.

Congress ↔ notable managers · MA

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
2 Michael T. McCaul R–TX-10, Ro Khanna D–CA-17 $4K–$60K
Sellers
4 Tommy Tuberville R–AL, Michael T. McCaul R–TX-10, Alan Armstrong R–OK, Gilbert Ray Cisneros, Jr. D–CA-31 $63K–$245K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · MASTERCARD INCORPORATED

Merged timeline of congressional filings and notable-manager moves on MA
DateWhoChangeSize
2026-08-05Tommy Tuberville CongressSale$15K–$50K
2026-08-05Tommy Tuberville CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressSale$15K–$50K
2026-07-16Tommy Tuberville CongressSale$15K–$50K
2026-07-08Michael T. McCaul CongressPurchase$1K–$15K
2026-07-08Michael T. McCaul CongressPurchase$1K–$15K
2026-07-08Michael T. McCaul CongressPurchase$1K–$15K
2026-07-08Michael T. McCaul CongressSale$15K–$50K
2026-07-08Michael T. McCaul CongressSale$1K–$15K
2026-07-06Ro Khanna CongressPurchase$1K–$15K
2026-07-02Gilbert Ray Cisneros, Jr. CongressSale$1K–$15K
2026-05-15Gotham Asset Management 13Fadd+10,322 sh
2026-05-15Soros Fund Management 13Fnew+30,452 sh
2026-05-15Lone Pine Capital 13Ftrim−39,137 sh
2026-05-15Bridgewater Associates 13Ftrim−405,277 sh
2026-05-15Berkshire Hathaway 13Fexit−3,986,648 sh
2026-05-15Moore Capital Management 13Fexit−16,635 sh
2026-05-14Caxton Associates 13Fnew+1,867 sh

18 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of MA for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$33.5B1
2Mastercard Foundation Asset Management Corp$32.6B1
3VANGUARD CAPITAL MANAGEMENT LLC$26.2B1
4STATE STREET CORP$18.2B1
5JPMORGAN CHASE & CO$16.1B1
6FMR LLC$12.1B1
7GEODE CAPITAL MANAGEMENT, LLC$10.5B1
8VANGUARD PORTFOLIO MANAGEMENT LLC$9.7B1
9MORGAN STANLEY$7.6B1
10Capital Research Global Investors$6.9B1
11WELLINGTON MANAGEMENT GROUP LLP$6.5B1
12Capital International Investors$5.3B1
13NORTHERN TRUST CORP$4.3B1
14Nuveen, LLC$4.1B1
15GOLDMAN SACHS GROUP INC$3.8B1
16Bank of New York Mellon Corp$3.7B1
17UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$3.5B1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$3.0B1
19Legal & General Group Plc$2.9B1
20MASSACHUSETTS FINANCIAL SERVICES CO /MA/$2.8B1
21FRANKLIN RESOURCES INC$2.7B1
22AMERICAN CENTURY COMPANIES INC$2.7B1
23Invesco Ltd.$2.6B1
24JENNISON ASSOCIATES LLC$2.6B1
25BANK OF AMERICA CORP /DE/$2.5B1
26ROYAL BANK OF CANADA$2.5B1
27VANGUARD FIDUCIARY TRUST CO$2.3B1
28Janus Henderson Group Ltd.$2.3B1
29AMERIPRISE FINANCIAL INC$2.3B1
30Fisher Asset Management, LLC$2.2B1
31DIMENSIONAL FUND ADVISORS LP$2.1B1
32WELLS FARGO & COMPANY/MN$2.0B1
33Capital World Investors$2.0B1
34CANADA PENSION PLAN INVESTMENT BOARD$1.9B1
35ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$1.8B1
36UBS Group AG$1.8B1
37BROWN ADVISORY INC$1.7B1
38Amundi$1.7B1
39Temasek Holdings (Private) Ltd$1.6B1
40DEUTSCHE BANK AG\$1.6B1
41ALLIANCEBERNSTEIN L.P.$1.3B1
42BARCLAYS PLC$1.3B1
43Swiss National Bank$1.2B1
44Soroban Capital Partners LP$1.2B1
45PRINCIPAL FINANCIAL GROUP INC$1.2B1
46Sanders Capital, LLC$1.2B1
47AKRE CAPITAL MANAGEMENT LLC$1.1B1
48NORDEA INVESTMENT MANAGEMENT AB$1.1B1
49Sumitomo Mitsui Trust Group, Inc.$1.0B1
50SCHRODER INVESTMENT MANAGEMENT GROUP$1.0B1
51ENVESTNET ASSET MANAGEMENT INC$966M1
52BANK OF MONTREAL /CAN/$954M1
53Russell Investments Group, Ltd.$945M1
54Mitsubishi UFJ Asset Management Co., Ltd.$939M1
55Fiera Capital Corp$934M1
56PineStone Asset Management Inc.$905M1
57Vanguard Global Advisers, LLC$890M1
58Swedbank AB$879M1
59CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$865M1
60National Pension Service$860M1
61PARNASSUS INVESTMENTS, LLC$847M1
62TWO SIGMA INVESTMENTS, LP$837M1
63Ensign Peak Advisors, Inc$825M1
64HSBC HOLDINGS PLC$786M1
65Pictet Asset Management Holding SA$771M1
66POLEN CAPITAL MANAGEMENT LLC$770M1
67FIL Ltd$750M1
68Valley Forge Capital Management, LP$743M1
69RAYMOND JAMES FINANCIAL INC$741M1
70CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$723M1
71VANGUARD ASSET MANAGEMENT, Ltd$702M1
72Allianz Asset Management GmbH$688M1
73LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$688M1
74Rothschild & Co Wealth Management UK Ltd$676M1
75DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$659M1
76CIBC Bancorp USA Inc.$629M1
77SEI INVESTMENTS CO$621M1
78VICTORY CAPITAL MANAGEMENT INC$618M1
79APG Asset Management N.V.$614M1
80Bank Julius Baer & Co. Ltd, Zurich$610M1
81D. E. Shaw & Co., Inc.$568M1
82CITADEL ADVISORS LLC$562M1
83Robeco Institutional Asset Management B.V.$548M1
84DnB Asset Management AS$548M1
85Ninety One UK Ltd$534M1
86LPL Financial LLC$531M1
87Veritas Asset Management LLP$531M1
88WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$530M1
89BNP Paribas Asset Management Holding S.A.$515M1
90Universal- Beteiligungs- und Servicegesellschaft mbH$509M1
91FIRST TRUST ADVISORS LP$496M1
92CREDIT AGRICOLE S A$482M1
93PRUDENTIAL FINANCIAL INC$479M1
94Mirova US LLC$479M1
95VOYA INVESTMENT MANAGEMENT LLC$476M1
96Grantham, Mayo, Van Otterloo & Co. LLC$475M1
97MACKENZIE FINANCIAL CORP$470M1
98ING GROEP NV$470M1
99Vontobel Holding Ltd.$469M1
100BLAIR WILLIAM & CO/IL$461M1
1011832 Asset Management L.P.$453M1
102Aberdeen Group plc$442M1
103FIFTH THIRD BANCORP$436M1
104HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$432M1
105TD ASSET MANAGEMENT INC$430M1
106US BANCORP \DE\$429M1
107CI INVESTMENTS INC.$423M1
108Winslow Capital Management, LLC$418M1
109NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$413M1
110MILLENNIUM MANAGEMENT LLC$408M1
111Holocene Advisors, LP$402M1
112NATIONAL BANK OF CANADA /FI/$395M1
113ALKEON CAPITAL MANAGEMENT LLC$389M1
114AQR CAPITAL MANAGEMENT LLC$386M1
115CITIGROUP INC$384M1
116STOREBRAND ASSET MANAGEMENT AS$378M1
117Man Group plc$378M1
118AVIVA PLC$368M1
119ADAGE CAPITAL PARTNERS GP, L.L.C.$357M1
120STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$354M1
121MENORA MIVTACHIM HOLDINGS LTD.$346M1
122NOMURA ASSET MANAGEMENT CO LTD$342M1
123STIFEL FINANCIAL CORP$338M1
124Sarasin & Partners LLP$337M1
125Corient Private Wealth LLC$335M1
126WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST$335M1
127Focus Partners Wealth$332M1
128BANQUE PICTET & CIE SA$332M1
129Mitsubishi UFJ Trust & Banking Corp$331M1
130PANAGORA ASSET MANAGEMENT INC$324M1
131Zurcher Kantonalbank (Zurich Cantonalbank)$318M1
132MANUFACTURERS LIFE INSURANCE COMPANY, THE$317M1
133Mariner, LLC$317M1
134EAGLE CAPITAL MANAGEMENT LLC$312M1
135MARSHFIELD ASSOCIATES$300M1
136SEB Asset Management AB$294M1
137Magellan Asset Management Ltd$292M1
138PRIMECAP MANAGEMENT CO/CA/$291M1
139Metropolis Capital Ltd$291M1
140WORLDQUANT MILLENNIUM ADVISORS LLC$288M1
141Navera Investment Management Ltd.$287M1
142Connor, Clark & Lunn Investment Management Ltd.$287M1
143Haverford Trust Co$277M1
144Marex Group Ltd$276M1
145CIBC WORLD MARKET INC.$275M1
146Korea Investment CORP$271M1
147Alecta Tjanstepension Omsesidigt$270M1
148HighTower Advisors, LLC$267M1
149Employees Provident Fund Board$266M1
150Baird Financial Group, Inc.$265M1
151FLOSSBACH VON STORCH SE$265M1
152PFA Pension, Forsikringsaktieselskab$251M1
153JENSEN INVESTMENT MANAGEMENT INC$245M1
154PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$239M1
155LGT Group Foundation$237M1
156MONTRUSCO BOLTON INVESTMENTS INC.$237M1
157CAPITOLIS LIQUID GLOBAL MARKETS LLC$234M1
158STATE OF WISCONSIN INVESTMENT BOARD$230M1
159Egerton Capital (UK) LLP$230M1
160Mawer Investment Management Ltd.$226M1
161BLS CAPITAL FONDSMAEGLERSELSKAB A/S$224M1
162DANSKE BANK A/S$224M1
163PUBLIC SECTOR PENSION INVESTMENT BOARD$221M1
164FARALLON CAPITAL MANAGEMENT, L.L.C.$217M1
165UniSuper Management Pty Ltd$216M1
166Quantinno Capital Management LP$213M1
167Chevy Chase Trust Holdings, LLC$212M1
168Vanguard Investments Australia, Ltd.$210M1
169ROYAL LONDON ASSET MANAGEMENT LTD$210M1
170KEYBANK NATIONAL ASSOCIATION/OH$209M1
171CHILTON INVESTMENT CO INC.$203M1
172Empower Advisory Group, LLC$202M1
173Asset Management One Co., Ltd.$202M1
174Cerity Partners LLC$198M1
175Evercore Wealth Management, LLC$196M1
176KLP KAPITALFORVALTNING AS$195M1
177M&T BANK CORP$195M1
178Candriam S.C.A.$195M1
179Carmignac Gestion$190M1
180BRISTOL JOHN W & CO INC /NY/$190M1
181BRIDGES INVESTMENT MANAGEMENT INC$189M1
182Douglass Winthrop Advisors, LLC$189M1
183Sustainable Growth Advisers, LP$188M1
184Prana Capital Management, LP$188M1
185FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$184M1
186LAZARD ASSET MANAGEMENT LLC$183M1
187Qube Research & Technologies Ltd$181M1
188Retirement Systems of Alabama$181M1
189Allspring Global Investments Holdings, LLC$175M1
190OMERS ADMINISTRATION Corp$170M1
191LBP AM SA$167M1
192TEACHER RETIREMENT SYSTEM OF TEXAS$167M1
193TORONTO DOMINION BANK$165M1
194MFF Capital Investments Ltd$165M1
195Stonehage Fleming Financial Services Holdings Ltd$161M1
196JUPITER ASSET MANAGEMENT LTD$160M1
197BALYASNY ASSET MANAGEMENT L.P.$156M1
198DAVENPORT & Co LLC$153M1
199Canoe Financial LP$151M1
200Swiss Life Asset Management Ltd$148M1
201Railway Pension Investments Ltd$146M1
202State of New Jersey Common Pension Fund D$145M1
203JOHNSON INVESTMENT COUNSEL INC$145M1
204Creative Planning$141M1
205Cetera Investment Advisers$140M1
206Impax Asset Management Group plc$140M1
207Tredje AP-fonden$139M1
208Epoch Investment Partners, Inc.$139M1
209Resona Asset Management Co.,Ltd.$136M1
210Lansforsakringar Fondforvaltning AB (publ)$136M1
211Findlay Park Partners LLP$136M1
212PARK PRESIDIO CAPITAL LLC$136M1
213Capital International, Inc./CA/$135M1
214SUSQUEHANNA ADVISORS GROUP, INC.$132M1
215GUARDCAP ASSET MANAGEMENT Ltd$132M1
216NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$129M1
217AustralianSuper Pty Ltd$128M1
218NISA INVESTMENT ADVISORS, LLC$127M1
219TRUIST FINANCIAL CORP$126M1
220Calamos Advisors LLC$124M1
221Cryder Capital Partners LLP$123M1
222ASSETMARK, INC$122M1
223Federation des caisses Desjardins du Quebec$121M1
224FEDERATED HERMES, INC.$120M1
225STATE OF MICHIGAN RETIREMENT SYSTEM$120M1
226XPONANCE LLC$117M1
227Atalan Capital Partners, LP$117M1
228Arizona State Retirement System$116M1
229Danica Pension, Livsforsikringsaktieselskab$116M1
230Jefferies Financial Group Inc.$113M1
231CIBC Asset Management Inc$113M1
232Styrax Capital, LP$112M1
233Czech National Bank$111M1
234Assenagon Asset Management S.A.$109M1
235Bowie Capital Management, LLC$107M1
236DSM CAPITAL PARTNERS LLC$105M1
237HM PAYSON & CO$105M1
238Vident Advisory, LLC$104M1
239MARKEL GROUP INC.$104M1
240Mirae Asset Global Investments Co., Ltd.$103M1
241Munro Partners$103M1
242Stockbridge Partners LLC$103M1
243L1 Capital International Pty Ltd$101M1
244ARGENT CAPITAL MANAGEMENT LLC$100M1
245AE Wealth Management LLC$100.0M1
246Tidal Investments LLC$99.4M1
247Rafferty Asset Management, LLC$99.3M1
248COMMONWEALTH EQUITY SERVICES, LLC$99.2M1
249Fisher Funds Management LTD$97.8M1
250RENAISSANCE TECHNOLOGIES LLC$97.3M1
251OSAIC HOLDINGS, INC.$96.6M1
252BANK OF NOVA SCOTIA$96.0M1
253M&G Plc$95.4M1
254COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$94.8M1
255Rockefeller Capital Management L.P.$94.7M1
256O'SHAUGHNESSY ASSET MANAGEMENT, LLC$92.4M1
257CITIZENS FINANCIAL GROUP INC/RI$91.8M1
258SCHWARTZ INVESTMENT COUNSEL INC$91.7M1
259Glenview Trust Co$90.0M1
260NISSAY ASSET MANAGEMENT CORP /JAPAN$89.9M1
261Camrose Capital Investment Partners LLP$89.7M1
262ProShare Advisors LLC$89.0M1
263Seilern Investment Management Ltd$88.9M1
264ABN AMRO INVESTMENT SOLUTIONS$88.3M1
265EFG International AG$87.9M1
266COMMERCE BANK$87.4M1
267Daiwa Securities Group Inc.$87.4M1
268Freestone Grove Partners LP$86.2M1
269Ninety One North America, Inc.$84.6M1
270IFM Investors Pty Ltd$84.3M1
271B. Metzler seel. Sohn & Co. AG$83.5M1
272United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$82.2M1
273Eurizon Capital SGR S.p.A.$82.1M1
274BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$81.8M1
275WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$81.3M1
276Aware Super Pty Ltd as trustee of Aware Super$81.3M1
277KING LUTHER CAPITAL MANAGEMENT CORP$80.6M1
278Woodline Partners LP$80.3M1
279TD Waterhouse Canada Inc.$80.0M1
280Zurich Insurance Group Ltd/FI$78.6M1
281YCG, LLC$78.2M1
282Pathstone Holdings, LLC$77.8M1
283MML INVESTORS SERVICES, LLC$77.4M1
284BLI - Banque de Luxembourg Investments$76.7M1
285SUMMITRY LLC$75.0M1
286GUYASUTA INVESTMENT ADVISORS INC$74.2M1
287Chicago Capital, LLC$74.2M1
288Varma Mutual Pension Insurance Co$74.1M1
289WEITZ INVESTMENT MANAGEMENT, INC.$73.5M1
290CONFLUENCE INVESTMENT MANAGEMENT LLC$73.2M1
291Vinva Investment Management Ltd$73.1M1
292NICHOLS & PRATT ADVISERS LLP /MA$73.0M1
293Engineers Gate Manager LP$72.5M1
294J. Safra Sarasin Holding AG$72.1M1
295SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$71.8M1
296LGT CAPITAL PARTNERS LTD.$71.6M1
297Bristol Gate Capital Partners Inc.$70.8M1
298SCOTIA CAPITAL INC.$70.6M1
299Andra AP-fonden$69.7M1
300Carnegie Investment Counsel$69.3M1
301Vanguard Personalized Indexing Management, LLC$67.6M1
302USS Investment Management Ltd$67.5M1
303Utah Retirement Systems$65.4M1
304Raiffeisen Bank International AG$64.4M1
305Troy Asset Management Ltd$64.2M1
306Schonfeld Strategic Advisors LLC$64.1M1
307OPPENHEIMER ASSET MANAGEMENT INC.$64.1M1
308REGIONS FINANCIAL CORP$63.7M1
309PRUDENTIAL PLC$63.6M1
310QRG CAPITAL MANAGEMENT, INC.$63.1M1
311OAKMONT Corp$62.3M1
312TRILLIUM ASSET MANAGEMENT, LLC$61.1M1
313GUGGENHEIM CAPITAL LLC$61.0M1
314BENJAMIN EDWARDS INC$60.6M1
315Rakuten Investment Management, Inc.$60.5M1
316NEW YORK LIFE INVESTMENT MANAGEMENT LLC$60.5M1
317Sumitomo Mitsui DS Asset Management Company, Ltd$60.4M1
318Squarepoint Ops LLC$60.3M1
319NEOS Investment Management LLC$60.0M1
320Trajan Wealth LLC$59.5M1
321HARRIS ASSOCIATES L P$59.3M1
322J. Stern & Co. LLP$59.3M1
323Obermeyer Wealth Partners$58.7M1
324BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$58.3M1
325Banco Santander, S.A.$57.9M1
326Voleon Capital Management LP$57.6M1
327NewEdge Advisors, LLC$57.4M1
328Advisors Asset Management, Inc.$56.5M1
329Ilex Capital Partners (UK) LLP$56.3M1
330Hyperion Asset Management Ltd$55.9M1
331Junto Capital Management LP$55.3M1
332BEACON INVESTMENT ADVISORY SERVICES, INC.$54.5M1
333UMB Bank, n.a.$54.3M1
334OP Asset Management Ltd$54.1M1
335Wealthfront Advisers LLC$54.0M1
336ONTARIO TEACHERS PENSION PLAN BOARD$53.8M1
337Capital International Sarl$53.6M1
338Crossmark Global Holdings, Inc.$53.6M1
339MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$53.2M1
340Destination Wealth Management$52.9M1
341MAI Capital Management$52.8M1
342NewEdge Wealth, LLC$52.5M1
343MEEDER ASSET MANAGEMENT INC$51.5M1
344Davis Asset Management, L.P.$51.0M1
345Lido Advisors, LLC$50.8M1
346Triodos Investment Management BV$50.6M1
347FIRST MANHATTAN CO. LLC.$50.1M1
348Groupe la Francaise$50.0M1
349Erste Asset Management GmbH$49.5M1
350Sather Financial Group Inc$49.5M1
351Port Capital LLC$49.4M1
352ACADEMY CAPITAL MANAGEMENT$49.2M1
353Kingsview Wealth Management, LLC$49.0M1
354MACQUARIE GROUP LTD$49.0M1
355THORNBURG INVESTMENT MANAGEMENT INC$48.9M1
356Bath Savings Trust Co$48.8M1
357Vest Financial, LLC$48.8M1
358E. Ohman J:or Asset Management AB$48.6M1
359IEQ CAPITAL, LLC$48.3M1
360MERCER GLOBAL ADVISORS INC /ADV$48.3M1
361ASR Vermogensbeheer N.V.$48.0M1
362NS Partners Ltd$47.7M1
363Empowered Funds, LLC$47.3M1
364Investment Management Corp of Ontario$47.1M1
365Hardman Johnston Global Advisors LLC$46.9M1
366Cresset Asset Management, LLC$46.8M1
367OREGON PUBLIC EMPLOYEES RETIREMENT FUND$46.6M1
368MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$46.3M1
369JACOBS LEVY EQUITY MANAGEMENT, INC$46.2M1
370Guinness Asset Management LTD$46.2M1
371CASTLEARK MANAGEMENT LLC$46.0M1
372STEPHENS INC /AR/$45.8M1
373Elo Mutual Pension Insurance Co$45.7M1
374Two Creeks Capital Management, LP$45.3M1
375Heritage Wealth Advisors$44.6M1
376Advisors Capital Management, LLC$44.5M1
377Rokos Capital Management LLP$44.3M1
378Meridiem Capital Partners LP$44.3M1
379SUSQUEHANNA INTERNATIONAL GROUP, LLP$44.2M1
380TOKIO MARINE ASSET MANAGEMENT CO LTD$44.1M1
381Busey Bank$44.1M1
382OFI INVEST ASSET MANAGEMENT$43.9M1
383Hemenway Trust Co LLC$43.8M1
384Blacksheep Fund Management Ltd$43.8M1
385Teewinot Capital Advisers, L.L.C.$43.8M1
386MILFORD FUNDS LTD$43.4M1
387VOLORIDGE INVESTMENT MANAGEMENT, LLC$43.3M1
388Longaeva Partners L.P.$42.9M1
389CWM, LLC$42.9M1
390&PARTNERS$42.1M1
391Sanctuary Advisors, LLC$41.0M1
392Maple Capital Management, Inc.$40.9M1
393CAMBIAR INVESTORS LLC$40.7M1
394MEITAV INVESTMENT HOUSE LTD$40.4M1
395MayTech Global Investments, LLC$40.2M1
396BAMCO INC /NY/$39.8M1
397SouthState Bank Corp$39.4M1
398Generali Asset Management SPA SGR$39.4M1
399Illinois Municipal Retirement Fund$39.3M1
400Gotham Asset Management, LLC$39.1M1
401Northwest & Ethical Investments L.P.$38.9M1
402EP Wealth Advisors, LLC$38.9M1
403Kepler Cheuvreux (Suisse) SA$38.6M1
404ALTA CAPITAL MANAGEMENT LLC/$38.5M1
405Point72 Asset Management, L.P.$38.4M1
406Kestra Advisory Services, LLC$37.8M1
407Beacon Pointe Advisors, LLC$37.4M1
408Steward Partners Investment Advisory, LLC$37.2M1
409Union Bancaire Privee, UBP SA$37.0M1
410DOCK STREET ASSET MANAGEMENT INC$36.8M1
411Marathon Asset Management Ltd$36.4M1
412Spinecap SAS$36.1M1
413ROCKLAND TRUST CO$35.9M1
414WAYCROSS PARTNERS, LLC$35.8M1
415Quadrature Capital Ltd$35.7M1
416Kimelman & Baird, LLC$35.5M1
417BlueSpruce Investments, LP$35.2M1
418Artisan Partners Limited Partnership$35.2M1
419ALPS ADVISORS INC$34.9M1
420Manitou Investment Management Ltd.$34.6M1
421National Mutual Insurance Federation of Agricultural Cooperatives$34.0M1
422RIT CAPITAL PARTNERS PLC$34.0M1
423FIRST FINANCIAL BANKSHARES INC$33.8M1
424Clearstead Advisors, LLC$33.7M1
425Petrus Trust Company, LTA$33.6M1
426JIA INVESTMENT ALLIANCE PTE. LTD.$33.6M1
427Ironvine Capital Partners, LLC$33.4M1
428Archon Partners LLC$33.2M1
429BEESE FULMER INVESTMENT MANAGEMENT, INC.$33.2M1
430ALLEN OPERATIONS LLC$32.8M1
431RBF Capital, LLC$32.7M1
432HUNTINGTON NATIONAL BANK$32.5M1
433AVENIR CORP$32.5M1
434DAVIDSON KEMPNER CAPITAL MANAGEMENT LP$32.5M1
435DEARBORN PARTNERS LLC$32.3M1
436Evelyn Partners Investment Management LLP$32.3M1
437UNITED CAPITAL FINANCIAL ADVISORS, LLC$32.1M1
438Biondo Investment Advisors, LLC$32.1M1
439Value Partners Investments Inc.$31.9M1
440NOMURA HOLDINGS INC$31.8M1
441Avanza Fonder AB$31.6M1
442RENAISSANCE GROUP LLC$31.4M1
443Atlantic Union Bankshares Corp$31.4M1
444ITHAKA GROUP LLC$31.2M1
445FARLEY CAPITAL L.P.$31.1M1
446Apollon Wealth Management, LLC$31.0M1
447AIA Group Ltd$30.8M1
448Orion Porfolio Solutions, LLC$30.6M1
449OPPENHEIMER & CO INC$30.2M1
450ATWOOD & PALMER INC$30.2M1
451Suncoast Equity Management$30.1M1
452WESBANCO BANK INC$30.0M1
453TOCQUEVILLE ASSET MANAGEMENT L.P.$30.0M1
454Lincoln Capital LLC$29.8M1
455GUARDIAN CAPITAL LP$29.7M1
456Allworth Financial LP$29.4M1
457Applied Finance Capital Management, LLC$29.3M1
458FIDUCIARY TRUST CO$29.2M1
459Cornerstone Advisors, LLC$29.2M1
460Birch Hill Investment Advisors LLC$28.7M1
461LONE PINE CAPITAL LLC$28.6M1
462Generate Investment Management Ltd$28.5M1
463ALLIANZ SE$28.1M1
464Dundas Partners LLP$28.0M1
465SAPIENT CAPITAL LLC$28.0M1
466ASSOCIATED BANC-CORP$27.9M1
467Migdal Insurance & Financial Holdings Ltd.$27.5M1
468Osmosis Investment Management UK Ltd$27.5M1
469HughesLittle Investment Management Ltd.$27.2M1
470JLB & ASSOCIATES INC$27.2M1
471Choate Investment Advisors$27.2M1
472DNCA FINANCE$27.1M1
473Atria Investments, Inc$27.0M1
474Metis Global Partners, LLC$26.7M1
475HB Wealth Management, LLC$26.2M1
476Phoenix Financial Ltd.$26.1M1
477BARR E S & CO$26.0M1
478Equitable Holdings, Inc.$25.9M1
479Dash Acquisitions Inc.$25.8M1
480F/m Investments LLC$25.8M1
481Norinchukin Bank, The$25.6M1
482ABN AMRO Bank N.V.$25.6M1
483Pinnacle Financial Partners, Inc.$25.5M1
484INTECH INVESTMENT MANAGEMENT LLC$25.4M1
485Smith Salley Wealth Management$25.4M1
486Arbejdsmarkedets Tillaegspension$25.4M1
487Chesley Taft & Associates LLC$25.2M1
488Foster Victor Wealth Advisors, LLC$25.2M1
489Wilmington Savings Fund Society, FSB$24.9M1
490TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$24.9M1
491Mesirow Financial Investment Management, Inc.$24.9M1
492PITTENGER & ANDERSON INC$24.8M1
493NorthCrest Asset Manangement, LLC$24.8M1
494Atreides Management, LP$24.8M1
495SCHWERIN BOYLE CAPITAL MANAGEMENT INC$24.7M1
496Gavilan Investment Partners LLC$24.7M1
497MIZUHO SECURITIES USA LLC$24.6M1
498BRIDGEWAY CAPITAL MANAGEMENT, LLC$24.5M1
499LOS ANGELES CAPITAL MANAGEMENT LLC$24.2M1
500Global X Japan Co., Ltd.$24.1M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)8 buy / 7 sell
Congress net ($ bound)−$153K to $156K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on MA

RETAINED WINDOW · ACTIVE HITS
Signal hits naming MA
KindRuleHits
CO-OCCURRENCE≥4 distinct members disclosed the same ticker, same side, within a 14-day trade-date window1 hit
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against3 hits

Every rule, with its definition →

Planned modules for MA · financials and macro

Financials — as filed PLANNED

MA's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: MA on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing