Holders over time
- KKR
- V
| Quarter | KKR | V |
|---|---|---|
| Q3 2020 | 14 holders, $3.6bn | 55 holders, $62.2bn |
| Q4 2020 | 17 holders, $4.2bn | 52 holders, $67.1bn |
| Q1 2021 | 14 holders, $4.9bn | 58 holders, $64.5bn |
| Q2 2021 | 16 holders, $6.0bn | 52 holders, $69.3bn |
| Q3 2021 | 21 holders, $7.0bn | 56 holders, $63.6bn |
| Q4 2021 | 21 holders, $8.3bn | 47 holders, $58.0bn |
| Q1 2022 | 18 holders, $6.0bn | 59 holders, $61.8bn |
| Q2 2022 | 17 holders, $4.9bn | 57 holders, $55.2bn |
| Q3 2022 | 17 holders, $4.3bn | 57 holders, $50.7bn |
| Q4 2022 | 14 holders, $4.9bn | 54 holders, $59.4bn |
| Q1 2023 | 15 holders, $5.9bn | 55 holders, $64.0bn |
| Q2 2023 | 18 holders, $6.4bn | 54 holders, $65.2bn |
| Q3 2023 | 23 holders, $8.3bn | 55 holders, $61.5bn |
| Q4 2023 | 24 holders, $11.6bn | 48 holders, $68.6bn |
| Q1 2024 | 29 holders, $13.7bn | 50 holders, $73.1bn |
| Q2 2024 | 22 holders, $12.6bn | 45 holders, $69.5bn |
| Q3 2024 | 22 holders, $15.5bn | 47 holders, $70.5bn |
| Q4 2024 | 30 holders, $17.3bn | 48 holders, $77.6bn |
| Q1 2025 | 31 holders, $12.9bn | 43 holders, $83.5bn |
| Q2 2025 | 30 holders, $16.0bn | 45 holders, $83.4bn |
| Q3 2025 | 31 holders, $15.9bn | 48 holders, $82.8bn |
| Q4 2025 | 26 holders, $15.2bn | 49 holders, $86.0bn |
| Q1 2026 | 31 holders, $11.9bn | 49 holders, $73.3bn |
| Q2 2026 | 29 holders, $11.4bn | 52 holders, $81.9bn |
KKR & Co Inc
- Holders
- 22
- Reported value
- $15.5bn
- Buyers
- 13
- Sellers
- 11
Breadth +2 among 94 comparable managers.
Visa Inc
- Holders
- 47
- Reported value
- $70.5bn
- Buyers
- 15
- Sellers
- 29
Breadth -14 among 94 comparable managers.
Who holds both, Q3 2024
Both (18)
Akre Capital Management LLC, AllianceBernstein LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Steadfast Capital Management LP, T. Rowe Price Associates Inc, Viking Global Investors LP, Wellington Management Group LLP
Only KKR (4)
Citadel Advisors LLC, Coatue Management LLC, Hudson Bay Capital Management LP, Lone Pine Capital LLC
Only V (29)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Polen Capital Management LLC, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, Squarepoint Ops LLC, Susquehanna International Group LLP, TCI Fund Management Ltd, Tudor Investment Corp, Two Sigma Advisers LP, Two Sigma Investments LP, and 4 more
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.