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, Q2 2021
Institutional positions in KKR Income Opportunities Fund as of Jun 30, 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
- 47
- −7 vs. Q1 2021
- Shares held
- 3.77M
- −124.1K (−3.2%) vs. Q1 2021
- Total value
- $62.9M
- +$1.27M (+2.1%) vs. Q1 2021
- New holders
- 3
- 17 more added
- Sold out
- 10
- 16 more reduced
Compare with Q1 2021: 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 | $118.4M |
| Q1 2026 | 94 | $114.7M |
| Q4 2025 | 95 | $119.3M |
| Q3 2025 | 95 | $133.0M |
| Q2 2025 | 95 | $138.5M |
| Q1 2025 | 83 | $151.5M |
| Q4 2024 | 66 | $71.3M |
| Q3 2024 | 59 | $73.9M |
| Q2 2024 | 52 | $66.9M |
| Q1 2024 | 53 | $73.8M |
| Q4 2023 | 56 | $77.8M |
| Q3 2023 | 57 | $83.7M |
| Q2 2023 | 57 | $85.9M |
| Q1 2023 | 63 | $86.9M |
| Q4 2022 | 48 | $56.0M |
| Q3 2022 | 53 | $60.3M |
| Q2 2022 | 56 | $57.0M |
| Q1 2022 | 50 | $66.3M |
| Q4 2021 | 46 | $71.4M |
| Q3 2021 | 44 | $62.1M |
| Q2 2021 | 47 | $62.9M |
| Q1 2021 | 54 | $61.6M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding KKR Income Opportunities Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Manhattan Co | 15 | $0 | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 860 | $14.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,000 | $17.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,424 | $24.0K | 0.01% | +27+1.9% | Added |
| Proequities, Inc. | 5,462 | $91.0K | 0.01% | +39+0.7% | Added |
| Citigroup Inc | 9,513 | $159.0K | 0.00% | 00.0% | Unchanged |
| Usca Ria LLC | 10,520 | $175.0K | 0.01% | 00.0% | Unchanged |
| Foresight Wealth Management, LLC | 11,776 | $196.0K | 0.08% | +11,776 | New |
| Oppenheimer & Co Inc | 12,250 | $204.0K | 0.00% | −3,567−22.6% | Reduced |
| Sigma Planning Corp | 13,253 | $221.0K | 0.01% | +128+1.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $229.0K | 0.04% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 14,120 | $236.0K | 0.00% | +200+1.4% | Added |
| HighTower Advisors, LLC | 15,700 | $261.0K | 0.00% | −2,191−12.2% | Reduced |
| FNY Investment Advisers, LLC | 16,228 | $270.0K | 0.11% | −4,340−21.1% | Reduced |
| Claraphi Advisory Network, LLC | 20,436 | $341.0K | 0.10% | −344−1.7% | Reduced |
| Stratos Wealth Partners, LTD. | 20,462 | $341.0K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 20,955 | $350.0K | 0.01% | −6,295−23.1% | Reduced |
| Royal Bank of Canada | 23,377 | $390.0K | 0.00% | −45,386−66.0% | Reduced |
| Shaker Financial Services, LLC | 23,494 | $392.0K | 0.15% | +5,173+28.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 25,935 | $433.0K | 0.02% | +25,935 | New |
| Commonwealth Equity Services, LLC | 31,452 | $524.0K | 0.00% | +1,462+4.9% | Added |
| Vanguard Capital Wealth Advisors | 33,400 | $557.0K | 0.42% | 00.0% | Unchanged |
| 1776 Wealth LLC | 37,307 | $622.0K | 0.35% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 37,251 | $622.0K | 0.00% | +1,139+3.2% | Added |
| Virtus ETF Advisers LLC | 38,973 | $650.0K | 0.27% | +9,591+32.6% | Added |
| Robinson Capital Management, LLC | 39,176 | $654.0K | 0.36% | −50−0.1% | Reduced |
| Cetera Investment Advisers | 39,537 | $659.0K | 0.01% | −18,900−32.3% | Reduced |
| Summit X, LLC | 41,968 | $700.0K | 0.18% | +373+0.9% | Added |
| Cohen & Steers, Inc. | 45,342 | $756.0K | 0.00% | +45,342 | New |
| MML Investors Services, LLC | 57,283 | $955.0K | 0.01% | −3,358−5.5% | Reduced |
| Mid Atlantic Financial Management Inc | 60,000 | $1.00M | 0.07% | −15,500−20.5% | Reduced |
| Highlander Capital Management, LLC | 63,831 | $1.06M | 0.53% | −1,870−2.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 65,827 | $1.10M | 0.01% | +12,729+24.0% | Added |
| Bank of America Corp | 68,793 | $1.15M | 0.00% | −2,295−3.2% | Reduced |
| Invesco Ltd. | 76,234 | $1.27M | 0.00% | +31,077+68.8% | Added |
| Northwestern Mutual Wealth Management Co | 77,530 | $1.29M | 0.00% | −107,799−58.2% | Reduced |
| Capital Investment Advisors, LLC | 94,990 | $1.58M | 0.05% | +4,217+4.6% | Added |
| Rockefeller Capital Management L.P. | 95,500 | $1.59M | 0.01% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 104,768 | $1.75M | 1.04% | −5,502−5.0% | Reduced |
| Wells Fargo & Company | 107,570 | $1.79M | 0.00% | +589+0.6% | Added |
| LPL Financial LLC | 140,307 | $2.34M | 0.00% | −2,664−1.9% | Reduced |
| UBS Group AG | 221,011 | $3.69M | 0.00% | +4,748+2.2% | Added |
| Sage Rhino Capital LLC | 257,879 | $4.30M | 1.27% | −1,907−0.7% | Reduced |
| Guggenheim Capital LLC | 359,746 | $6.00M | 0.04% | +22,238+6.6% | Added |
| Sit Investment Associates Inc | 503,825 | $8.40M | 0.21% | +10,000+2.0% | Added |
| Morgan Stanley | 807,958 | $13.5M | 0.00% | +49,435+6.5% | Added |
| Matisse Capital | 0 | $0 | 0.00% | −48,788−100.0% | Sold out |
| Ares Management LLC | 0 | $0 | 0.00% | −37,100−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −33,421−100.0% | Sold out |
| Berger Financial Group, Inc | 0 | $0 | 0.00% | −13,516−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −2,940−100.0% | Sold out |
| RBA Wealth Management, LLC | 0 | $0 | 0.00% | −924−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Hudock, Inc. | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −53−100.0% | Sold out |