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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.

KKRAXP
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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
29
Reported value
$11.4bn
Buyers
15
Sellers
30

Breadth -15 among 91 comparable managers.

Other financial servicesFinancial services · L3VLUP
AXP

American Express Co

Holders
30
Reported value
$65.4bn
Buyers
15
Sellers
26

Breadth -11 among 91 comparable managers.

Other financial servicesFinancial services · L3VLUP

Who holds both, Q2 2026

Among the 42 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only KKR (12)

Akre Capital Management LLC, Arrowstreet Capital LP, Citadel Advisors LLC, Farallon Capital Management LLC, Holocene Advisors LP, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Rokos Capital Management LLP, Soros Fund Management LLC, ValueAct Holdings LP

Only AXP (13)

Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, First Eagle Investment Management LLC, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, PDT Partners LLC, Ruane Cunniff & Goldfarb 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.

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