Holders over time
- KKR
- BAC
| Quarter | KKR | BAC |
|---|---|---|
| Q3 2020 | 14 holders, $3.6bn | 33 holders, $48.3bn |
| Q4 2020 | 17 holders, $4.2bn | 36 holders, $60.7bn |
| Q1 2021 | 14 holders, $4.9bn | 33 holders, $77.6bn |
| Q2 2021 | 16 holders, $6.0bn | 30 holders, $83.1bn |
| Q3 2021 | 21 holders, $7.0bn | 28 holders, $81.4bn |
| Q4 2021 | 21 holders, $8.3bn | 30 holders, $82.8bn |
| Q1 2022 | 18 holders, $6.0bn | 39 holders, $74.0bn |
| Q2 2022 | 17 holders, $4.9bn | 40 holders, $54.7bn |
| Q3 2022 | 17 holders, $4.3bn | 36 holders, $53.0bn |
| Q4 2022 | 14 holders, $4.9bn | 33 holders, $59.0bn |
| Q1 2023 | 15 holders, $5.9bn | 32 holders, $50.5bn |
| Q2 2023 | 18 holders, $6.4bn | 37 holders, $49.0bn |
| Q3 2023 | 23 holders, $8.3bn | 36 holders, $46.0bn |
| Q4 2023 | 24 holders, $11.6bn | 34 holders, $56.6bn |
| Q1 2024 | 29 holders, $13.7bn | 35 holders, $64.4bn |
| Q2 2024 | 22 holders, $12.6bn | 35 holders, $68.9bn |
| Q3 2024 | 22 holders, $15.5bn | 43 holders, $60.8bn |
| Q4 2024 | 30 holders, $17.3bn | 43 holders, $63.8bn |
| Q1 2025 | 31 holders, $12.9bn | 40 holders, $59.8bn |
| Q2 2025 | 30 holders, $16.0bn | 44 holders, $67.4bn |
| Q3 2025 | 31 holders, $15.9bn | 44 holders, $72.1bn |
| Q4 2025 | 26 holders, $15.2bn | 41 holders, $68.5bn |
| Q1 2026 | 31 holders, $11.9bn | 39 holders, $59.5bn |
| Q2 2026 | 29 holders, $11.4bn | 37 holders, $64.8bn |
KKR & Co Inc
- Holders
- 29
- Reported value
- $11.4bn
- Buyers
- 15
- Sellers
- 30
Breadth -15 among 91 comparable managers.
Bank of Amer Corp
- Holders
- 37
- Reported value
- $64.8bn
- Buyers
- 19
- Sellers
- 29
Breadth -10 among 91 comparable managers.
Who holds both, Q2 2026
Both (21)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only KKR (8)
Akre Capital Management LLC, Citadel Advisors LLC, Farallon Capital Management LLC, Freestone Grove Partners LP, Markel Group Inc, Rokos Capital Management LLP, Soros Fund Management LLC, ValueAct Holdings LP
Only BAC (16)
Acadian Asset Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Neuberger Berman Group LLC, PDT Partners LLC, Ruane Cunniff & Goldfarb LP, Two Sigma Investments 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.