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KKR · AXP in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • KKR
  • AXP
010203040202120222023202420252026
Holders and value by quarter
QuarterKKRAXP
Q3 202014 holders, $3.6bn24 holders, $25.7bn
Q4 202017 holders, $4.2bn21 holders, $30.8bn
Q1 202114 holders, $4.9bn24 holders, $36.9bn
Q2 202116 holders, $6.0bn21 holders, $42.9bn
Q3 202121 holders, $7.0bn26 holders, $42.0bn
Q4 202121 holders, $8.3bn27 holders, $39.7bn
Q1 202218 holders, $6.0bn20 holders, $45.0bn
Q2 202217 holders, $4.9bn36 holders, $33.2bn
Q3 202217 holders, $4.3bn35 holders, $32.3bn
Q4 202214 holders, $4.9bn35 holders, $34.4bn
Q1 202315 holders, $5.9bn32 holders, $38.7bn
Q2 202318 holders, $6.4bn30 holders, $40.1bn
Q3 202323 holders, $8.3bn34 holders, $34.1bn
Q4 202324 holders, $11.6bn28 holders, $42.5bn
Q1 202429 holders, $13.7bn33 holders, $52.6bn
Q2 202422 holders, $12.6bn31 holders, $52.6bn
Q3 202422 holders, $15.5bn30 holders, $60.7bn
Q4 202430 holders, $17.3bn26 holders, $65.8bn
Q1 202531 holders, $12.9bn33 holders, $59.9bn
Q2 202530 holders, $16.0bn29 holders, $69.4bn
Q3 202531 holders, $15.9bn30 holders, $70.8bn
Q4 202526 holders, $15.2bn31 holders, $77.2bn
Q1 202631 holders, $11.9bn33 holders, $61.2bn
Q2 202629 holders, $11.4bn30 holders, $65.4bn
KKR

KKR & Co Inc

Holders
22
Reported value
$12.6bn
Buyers
13
Sellers
11

Breadth +2 among 94 comparable managers.

AXP

American Express Co

Holders
31
Reported value
$52.6bn
Buyers
13
Sellers
16

Breadth -3 among 94 comparable managers.

Who holds both, Q2 2024

Among the 39 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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