Holders over time
- KKR
- AXP
| Quarter | KKR | AXP |
|---|---|---|
| Q3 2020 | 14 holders, $3.6bn | 24 holders, $25.7bn |
| Q4 2020 | 17 holders, $4.2bn | 21 holders, $30.8bn |
| Q1 2021 | 14 holders, $4.9bn | 24 holders, $36.9bn |
| Q2 2021 | 16 holders, $6.0bn | 21 holders, $42.9bn |
| Q3 2021 | 21 holders, $7.0bn | 26 holders, $42.0bn |
| Q4 2021 | 21 holders, $8.3bn | 27 holders, $39.7bn |
| Q1 2022 | 18 holders, $6.0bn | 20 holders, $45.0bn |
| Q2 2022 | 17 holders, $4.9bn | 36 holders, $33.2bn |
| Q3 2022 | 17 holders, $4.3bn | 35 holders, $32.3bn |
| Q4 2022 | 14 holders, $4.9bn | 35 holders, $34.4bn |
| Q1 2023 | 15 holders, $5.9bn | 32 holders, $38.7bn |
| Q2 2023 | 18 holders, $6.4bn | 30 holders, $40.1bn |
| Q3 2023 | 23 holders, $8.3bn | 34 holders, $34.1bn |
| Q4 2023 | 24 holders, $11.6bn | 28 holders, $42.5bn |
| Q1 2024 | 29 holders, $13.7bn | 33 holders, $52.6bn |
| Q2 2024 | 22 holders, $12.6bn | 31 holders, $52.6bn |
| Q3 2024 | 22 holders, $15.5bn | 30 holders, $60.7bn |
| Q4 2024 | 30 holders, $17.3bn | 26 holders, $65.8bn |
| Q1 2025 | 31 holders, $12.9bn | 33 holders, $59.9bn |
| Q2 2025 | 30 holders, $16.0bn | 29 holders, $69.4bn |
| Q3 2025 | 31 holders, $15.9bn | 30 holders, $70.8bn |
| Q4 2025 | 26 holders, $15.2bn | 31 holders, $77.2bn |
| Q1 2026 | 31 holders, $11.9bn | 33 holders, $61.2bn |
| Q2 2026 | 29 holders, $11.4bn | 30 holders, $65.4bn |
KKR & Co Inc
- Holders
- 31
- Reported value
- $11.9bn
- Buyers
- 28
- Sellers
- 14
Breadth +14 among 91 comparable managers.
American Express Co
- Holders
- 33
- Reported value
- $61.2bn
- Buyers
- 22
- Sellers
- 21
Breadth +1 among 91 comparable managers.
Who holds both, Q1 2026
Both (19)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only KKR (12)
Akre Capital Management LLC, Farallon Capital Management LLC, Freestone Grove Partners LP, Holocene Advisors LP, Jane Street Group LLC, Lone Pine Capital LLC, Moore Capital Management LP, Point72 Asset Management LP, Soros Fund Management LLC, Tudor Investment Corp, ValueAct Holdings LP, Walleye Capital LLC
Only AXP (14)
Artisan Partners LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Dodge & Cox, First Eagle Investment Management LLC, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, PDT Partners LLC, Renaissance Technologies LLC, Ruane Cunniff & Goldfarb LP, Voloridge Investment Management LLC, Winton Group Ltd
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.