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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 $118.4M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in KKR Income Opportunities Fund as of Mar 31, 2021. 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
54
No complete 13F data for Q4 2020
Shares held
3.89M
No complete 13F data for Q4 2020
Total value
$61.6M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 54 institutions
Q1 2021: 54 institutionsQ2 2021: 47 institutionsQ3 2021: 44 institutionsQ4 2021: 46 institutionsQ1 2022: 50 institutionsQ2 2022: 56 institutionsQ3 2022: 53 institutionsQ4 2022: 48 institutionsQ1 2023: 63 institutionsQ2 2023: 57 institutionsQ3 2023: 57 institutionsQ4 2023: 56 institutionsQ1 2024: 53 institutionsQ2 2024: 52 institutionsQ3 2024: 59 institutionsQ4 2024: 66 institutionsQ1 2025: 83 institutionsQ2 2025: 95 institutionsQ3 2025: 95 institutionsQ4 2025: 95 institutionsQ1 2026: 94 institutionsQ2 2026: 90 institutions
Value heldQ1 2021: $61.6M
Q1 2021: $61.6MQ2 2021: $62.9MQ3 2021: $62.1MQ4 2021: $71.4MQ1 2022: $66.3MQ2 2022: $57.0MQ3 2022: $60.3MQ4 2022: $56.0MQ1 2023: $86.9MQ2 2023: $85.9MQ3 2023: $83.7MQ4 2023: $77.8MQ1 2024: $73.8MQ2 2024: $66.9MQ3 2024: $73.9MQ4 2024: $71.3MQ1 2025: $151.5MQ2 2025: $138.5MQ3 2025: $133.0MQ4 2025: $119.3MQ1 2026: $114.7MQ2 2026: $118.4M
Institutions holding KIO and their total value by quarter
QuarterHoldersValue
Q2 202690$118.4M
Q1 202694$114.7M
Q4 202595$119.3M
Q3 202595$133.0M
Q2 202595$138.5M
Q1 202583$151.5M
Q4 202466$71.3M
Q3 202459$73.9M
Q2 202452$66.9M
Q1 202453$73.8M
Q4 202356$77.8M
Q3 202357$83.7M
Q2 202357$85.9M
Q1 202363$86.9M
Q4 202248$56.0M
Q3 202253$60.3M
Q2 202256$57.0M
Q1 202250$66.3M
Q4 202146$71.4M
Q3 202144$62.1M
Q2 202147$62.9M
Q1 202154$61.6M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding KKR Income Opportunities Fund.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding KIO in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Morgan Stanley758,523$12.0M0.00%––
Sit Investment Associates Inc493,825$7.81M0.20%––
Guggenheim Capital LLC337,508$5.34M0.04%––
Sage Rhino Capital LLC259,786$4.11M1.35%––
UBS Group AG216,263$3.42M0.00%––
Northwestern Mutual Wealth Management Co185,329$2.93M0.01%––
LPL Financial LLC142,971$2.26M0.00%––
Joseph P. Lucia & Associates, LLC110,270$1.74M0.78%––
Wells Fargo & Company106,981$1.69M0.00%––
Rockefeller Capital Management L.P.95,500$1.51M0.01%––
Capital Investment Advisors, LLC90,773$1.44M0.05%––
Mid Atlantic Financial Management Inc75,500$1.19M0.09%––
Bank of America Corp71,088$1.13M0.00%––
Royal Bank of Canada68,763$1.09M0.00%––
Highlander Capital Management, LLC65,701$1.04M0.54%––
MML Investors Services, LLC60,641$959.0K0.01%––
Cetera Investment Advisers58,437$924.0K0.02%––
Cambridge Investment Research Advisors, Inc.53,098$840.0K0.00%––
Matisse Capital48,788$771.0K0.22%––
Invesco Ltd.45,157$715.0K0.00%––
Summit X, LLC41,595$658.0K0.18%––
Robinson Capital Management, LLC39,226$622.0K0.33%––
1776 Wealth LLC37,307$590.0K0.37%––
Ares Management LLC37,100$587.0K0.03%––
Advisor Group Holdings, Inc.36,112$572.0K0.00%––
Vanguard Capital Wealth Advisors33,400$534.1K0.45%––
CNH Partners LLC33,421$529.0K0.02%––
Commonwealth Equity Services, LLC29,990$474.0K0.00%––
Virtus ETF Advisers LLC29,382$465.0K0.20%––
Stephens Inc27,250$431.0K0.01%––
Claraphi Advisory Network, LLC20,780$329.0K0.09%––
FNY Investment Advisers, LLC20,568$325.0K0.12%––
Stratos Wealth Partners, LTD.20,462$324.0K0.01%––
Shaker Financial Services, LLC18,321$290.0K0.12%––
HighTower Advisors, LLC17,891$282.0K0.00%––
Oppenheimer & Co Inc15,817$250.0K0.00%––
Raymond James Financial Services Advisors, Inc.13,920$220.0K0.00%––
Graves-Light Private Wealth Management, Inc.13,728$217.0K0.04%––
Berger Financial Group, Inc13,516$214.0K0.05%––
Sigma Planning Corp13,125$208.0K0.01%––
Usca Ria LLC10,520$166.0K0.01%––
Citigroup Inc9,513$150.0K0.00%––
Proequities, Inc.5,423$86.0K0.01%––
Ameritas Investment Company, LLC2,940$46.5K0.00%––
Lindbrook Capital, LLC1,397$22.0K0.01%––
Newbridge Financial Services Group, Inc.1,000$16.0K0.01%––
RBA Wealth Management, LLC924$14.6K0.01%––
NEXT Financial Group, Inc860$14.0K0.00%––
Bank of Montreal800$13.0K0.00%––
Hudock, Inc.550$8.00K0.00%––
RPG Investment Advisory, LLC400$6.00K0.00%––
GPS Wealth Strategies Group, LLC300$4.00K0.00%––
Panagora Asset Management Inc53$1.00K0.00%––
First Manhattan Co15$00.00%––