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
- 31
- Reported value
- $12.9bn
- Buyers
- 20
- Sellers
- 12
Breadth +8 among 95 comparable managers.
Visa Inc
- Holders
- 43
- Reported value
- $83.5bn
- Buyers
- 19
- Sellers
- 23
Breadth -4 among 95 comparable managers.
Who holds both, Q1 2025
Both (20)
Akre Capital Management LLC, AllianceBernstein LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only KKR (11)
Brevan Howard Capital Management LP, Citadel Advisors LLC, Coatue Management LLC, Eisler Capital Management Ltd, Freestone Grove Partners LP, Lone Pine Capital LLC, Millennium Management LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Soros Fund Management LLC, Tudor Investment Corp
Only V (23)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Berkshire Hathaway Inc, Bridgewater Associates LP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, Farallon Capital Management LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Moore Capital Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Soroban Capital Partners LP, TCI Fund Management Ltd, Two Sigma Advisers LP, ValueAct Holdings LP, Verition Fund Management LLC, Viking Global Investors LP, Voloridge Investment Management LLC
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.