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
- 26
- Reported value
- $15.2bn
- Buyers
- 20
- Sellers
- 24
Breadth -4 among 92 comparable managers.
Visa Inc
- Holders
- 49
- Reported value
- $86.0bn
- Buyers
- 29
- Sellers
- 26
Breadth +3 among 92 comparable managers.
Who holds both, Q4 2025
Both (22)
Akre Capital Management LLC, AllianceBernstein LP, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Lone Pine Capital LLC, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
Only KKR (4)
ExodusPoint Capital Management LP, Schonfeld Strategic Advisors LLC, Verition Fund Management LLC, Walleye Capital LLC
Only V (27)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Berkshire Hathaway Inc, Citadel Advisors LLC, Dodge & Cox, Egerton Capital UK LLP, Freestone Grove Partners LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Soroban Capital Partners LP, Steadfast Capital Management LP, TCI Fund Management Ltd, Two Sigma Advisers LP, Two Sigma Investments LP, ValueAct Holdings LP, and 2 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.