KKR Income Opportunities Fund
KIO- Exchange
- NYSE
- SEC CIK
- 0001515940
No open-market purchases or sales by KKR Income Opportunities Fund insiders were filed in the last 90 days; 90 institutions reported holding it in 13F filings for Q2 2026, worth $119.7M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in KKR Income Opportunities Fund as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 90
- −2 vs. Q1 2026
- Shares held
- 10.6M
- +183.6K (+1.8%) vs. Q1 2026
- Total value
- $119.7M
- +$5.08M (+4.4%) vs. Q1 2026
- New holders
- 11
- 30 more added
- Sold out
- 13
- 26 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting KIO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 90 | $119.7M |
| Q1 2026 | 94 | $114.7M |
| Q4 2025 | 95 | $119.6M |
| Q3 2025 | 95 | $133.0M |
| Q2 2025 | 95 | $140.9M |
| Q1 2025 | 83 | $151.5M |
| Q4 2024 | 66 | $71.5M |
| Q3 2024 | 59 | $73.9M |
| Q2 2024 | 52 | $66.9M |
| Q1 2024 | 53 | $106.8M |
| Q4 2023 | 56 | $90.2M |
| Q3 2023 | 57 | $83.7M |
| Q2 2023 | 57 | $85.9M |
| Q1 2023 | 63 | $86.9M |
| Q4 2022 | 48 | $56.4M |
| Q3 2022 | 53 | $70.7M |
| Q2 2022 | 56 | $58.1M |
| Q1 2022 | 50 | $66.3M |
| Q4 2021 | 46 | $71.4M |
| Q3 2021 | 44 | $62.1M |
| Q2 2021 | 47 | $62.9M |
| Q1 2021 | 54 | $62.4M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding KKR Income Opportunities Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,996,729 | $33.7M | 0.00% | +251,322+9.2% | Added |
| Penserra Capital Management LLC | 1,161,643 | $13.1M | 0.10% | +44,345+4.0% | Added |
| Guggenheim Capital LLC | 851,503 | $9.59M | 0.06% | +57,941+7.3% | Added |
| UBS Group AG | 646,653 | $7.28M | 0.00% | −13,809−2.1% | Reduced |
| Wells Fargo & Company | 548,460 | $6.18M | 0.00% | −34,686−5.9% | Reduced |
| Janney Montgomery Scott LLC | 536,534 | $6.04M | 0.01% | +66,756+14.2% | Added |
| Bank of America Corp | 348,013 | $3.92M | 0.00% | +6,095+1.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 228,778 | $2.58M | 0.00% | +117,575+105.7% | Added |
| Rareview Capital LLC | 198,863 | $2.50M | 1.40% | +18,251+10.1% | Added |
| Kovack Advisors, Inc. | 216,679 | $2.46M | 0.12% | +81,653+60.5% | Added |
| LPL Financial LLC | 217,250 | $2.45M | 0.00% | +4,305+2.0% | Added |
| Shaker Financial Services, LLC | 175,575 | $1.98M | 0.62% | −140,063−44.4% | Reduced |
| Karpus Management, Inc. | 162,934 | $1.83M | 0.05% | −5,759−3.4% | Reduced |
| Significant Wealth Partners LLC | 143,556 | $1.62M | 1.75% | +2,407+1.7% | Added |
| Capital Investment Advisors, LLC | 135,975 | $1.53M | 0.02% | −4,350−3.1% | Reduced |
| Invesco Ltd. | 125,904 | $1.42M | 0.00% | −27,220−17.8% | Reduced |
| Raymond James Financial Inc | 114,454 | $1.29M | 0.00% | −2,237−1.9% | Reduced |
| J.W. Cole Advisors, Inc. | 101,737 | $1.15M | 0.02% | +101,737 | New |
| Cetera Investment Advisers | 100,812 | $1.14M | 0.00% | +4,407+4.6% | Added |
| Joseph P. Lucia & Associates, LLC | 100,022 | $1.13M | 0.34% | +988+1.0% | Added |
| Cohen & Steers, Inc. | 87,779 | $988.0K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 80,300 | $904.0K | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 79,150 | $891.2K | 0.00% | −3,994−4.8% | Reduced |
| Royal Bank of Canada | 76,286 | $859.0K | 0.00% | −657−0.9% | Reduced |
| Advisors Asset Management, Inc. | 73,782 | $830.8K | 0.01% | +73,782 | New |
| Wedbush Securities Inc | 61,574 | $693.0K | 0.02% | +18,471+42.9% | Added |
| Rockefeller Capital Management L.P. | 57,913 | $652.1K | 0.00% | −7,997−12.1% | Reduced |
| Robinson Capital Management, LLC | 52,154 | $587.3K | 0.26% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 47,659 | $536.6K | 0.04% | +522+1.1% | Added |
| GWM Advisors LLC | 47,370 | $533.4K | 0.00% | −1,100−2.3% | Reduced |
| Envestnet Asset Management Inc | 45,520 | $512.6K | 0.00% | −5,702−11.1% | Reduced |
| PFG Investments, LLC | 43,469 | $489.5K | 0.02% | −795−1.8% | Reduced |
| Carnegie Lake Advisors LLC | 42,874 | $482.8K | 0.18% | −250−0.6% | Reduced |
| Aviance Capital Partners, LLC | 41,051 | $462.2K | 0.05% | +1,065+2.7% | Added |
| SRS Capital Advisors, Inc. | 40,333 | $454.1K | 0.00% | +35,333+706.7% | Added |
| Fifth Third Bancorp | 39,900 | $449.3K | 0.00% | +108+0.3% | Added |
| Virtus Investment Advisers, Inc. | 38,341 | $431.7K | 0.10% | −10,232−21.1% | Reduced |
| Stephens Inc | 36,723 | $413.5K | 0.00% | +28+0.1% | Added |
| Uncommon Cents Investing LLC | 32,785 | $369.2K | 0.08% | −300−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 30,368 | $342.0K | 0.00% | +4,404+17.0% | Added |
| Total Wealth Planning & Management, Inc. | 29,238 | $329.2K | 0.24% | +3,584+14.0% | Added |
| Equitable Holdings, Inc. | 28,615 | $322.2K | 0.00% | +7,162+33.4% | Added |
| XTX Topco Ltd | 26,857 | $302.4K | 0.00% | +26,857 | New |
| Sanctuary Advisors, LLC | 22,813 | $256.9K | 0.00% | +22,813 | New |
| WealthTrust Axiom LLC | 20,889 | $235.2K | 0.05% | −1,064−4.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 20,040 | $227.5K | 0.00% | −813−3.9% | Reduced |
| Apollon Wealth Management, LLC | 19,629 | $221.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 17,793 | $200.3K | 0.00% | −310−1.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 16,066 | $180.9K | 0.07% | 00.0% | Unchanged |
| Rik Saylor Financial, Inc. | 15,785 | $177.7K | 0.12% | −47−0.3% | Reduced |
| SeaCrest Wealth Management, LLC | 15,682 | $176.6K | 0.02% | +375+2.4% | Added |
| Herold Advisors, Inc. | 14,440 | $163.0K | 0.03% | +2,422+20.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,992 | $157.6K | 0.00% | −13,848−49.7% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $154.6K | 0.01% | 00.0% | Unchanged |
| BlackRock, Inc. | 13,654 | $153.8K | 0.00% | −225−1.6% | Reduced |
| Concurrent Investment Advisors, LLC | 13,464 | $151.6K | 0.00% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 12,938 | $145.7K | 0.06% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 12,877 | $145.0K | 0.01% | +404+3.2% | Added |
| HighTower Advisors, LLC | 12,242 | $137.8K | 0.00% | −500−3.9% | Reduced |
| CI Private Wealth, LLC | 12,206 | $137.4K | 0.00% | −18,635−60.4% | Reduced |
| Creative Planning | 11,306 | $127.3K | 0.00% | +11,306 | New |
| Gator Capital Management, LLC | 11,102 | $125.0K | 0.03% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 11,018 | $124.1K | 0.03% | −107−1.0% | Reduced |
| CoreCap Advisors, LLC | 10,520 | $118.5K | 0.00% | +10,114+2,491.1% | Added |
| National Asset Management, Inc. | 10,148 | $114.6K | 0.01% | +58+0.6% | Added |
| Bessemer Group Inc | 6,000 | $68.0K | 0.00% | +6,000 | New |
| AdvisorNet Financial, Inc | 5,372 | $60.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,076 | $57.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 3,769 | $42.4K | 0.00% | +3,769 | New |
| EverSource Wealth Advisors, LLC | 2,971 | $33.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,753 | $31.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,504 | $16.9K | 0.00% | −694−31.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,361 | $15.3K | 0.00% | +278+25.7% | Added |
| Atlantic Union Bankshares Corp | 1,305 | $14.7K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 800 | $9.01K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 574 | $6.46K | 0.01% | +266+86.4% | Added |
| WPG Advisers, LLC | 541 | $6.09K | 0.00% | +119+28.2% | Added |
| Ameritas Advisory Services, LLC | 371 | $4.18K | 0.00% | +371 | New |
| Highline Wealth Partners LLC | 250 | $2.81K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 230 | $2.60K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 205 | $2.30K | 0.00% | +205 | New |
| Mountain Hill Investment Partners Corp. | 163 | $1.84K | 0.00% | +5+3.2% | Added |
| Steward Partners Investment Advisory, LLC | 162 | $1.82K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 135 | $1.52K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 114 | $1.30K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 93 | $1.05K | 0.00% | +93 | New |
| TSFG, LLC | 67 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 41 | $462 | 0.00% | +41 | New |
| Assetmark, Inc | 16 | $180 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −246,200−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −76,042−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −75,056−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −17,629−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −15,938−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Cooper/Haims Advisors, LLC | 0 | $0 | 0.00% | −13,306−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,764−100.0% | Sold out |
| Integrity Advisory Solutions, LLC | 0 | $0 | 0.00% | −10,344−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −10,162−100.0% | Sold out |