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 2023
Institutional positions in KKR Income Opportunities Fund as of Jun 30, 2023. 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
- 57
- −5 vs. Q1 2023
- Shares held
- 7.40M
- −522.2K (−6.6%) vs. Q1 2023
- Total value
- $85.9M
- −$1.01M (−1.2%) vs. Q1 2023
- New holders
- 7
- 20 more added
- Sold out
- 12
- 19 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding KKR Income Opportunities Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Manhattan Co | 15 | $174 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 86 | $1.00K | 0.00% | +86 | New |
| JPMorgan Chase & Co | 123 | $1.43K | 0.00% | −6,233−98.1% | Reduced |
| Impact Partnership Wealth, LLC | 944 | $11.0K | 0.00% | +944 | New |
| Marquette Asset Management, LLC | 1,082 | $12.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 3,000 | $34.8K | 0.00% | +936+45.3% | Added |
| Carolinas Wealth Consulting LLC | 5,233 | $60.8K | 0.01% | +5,233 | New |
| Commonwealth Equity Services, LLC | 10,266 | $119.0K | 0.00% | +10,266 | New |
| Susquehanna International Group, LLP | 10,821 | $125.6K | 0.00% | +10,821 | New |
| Kovack Advisors, Inc. | 11,540 | $134.0K | 0.02% | −411−3.4% | Reduced |
| HighTower Advisors, LLC | 11,850 | $138.0K | 0.00% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 12,938 | $150.2K | 0.12% | 00.0% | Unchanged |
| 1776 Wealth LLC | 13,144 | $152.6K | 0.08% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $159.4K | 0.02% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 14,733 | $171.1K | 0.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 15,019 | $174.0K | 0.00% | −443−2.9% | Reduced |
| Wedbush Securities Inc | 15,280 | $177.0K | 0.01% | +15,280 | New |
| Stifel Financial Corp | 16,361 | $190.0K | 0.00% | −3,733−18.6% | Reduced |
| Integrated Capital Management, Inc. | 16,503 | $191.6K | 0.17% | −3,270−16.5% | Reduced |
| Verity Asset Management, Inc. | 18,332 | $212.8K | 0.16% | +1,570+9.4% | Added |
| Stephens Inc | 18,903 | $219.5K | 0.00% | 00.0% | Unchanged |
| Tiedemann Advisors, LLC | 20,000 | $232.2K | 0.01% | +20,000 | New |
| SeaCrest Wealth Management, LLC | 23,872 | $277.2K | 0.03% | −5,121−17.7% | Reduced |
| Gator Capital Management, LLC | 27,541 | $319.8K | 0.23% | 00.0% | Unchanged |
| GWM Advisors LLC | 31,600 | $366.9K | 0.00% | +200+0.6% | Added |
| Vanguard Capital Wealth Advisors | 35,000 | $406.4K | 0.37% | +1,000+2.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 35,712 | $415.0K | 0.02% | −26,637−42.7% | Reduced |
| Robinson Capital Management, LLC | 40,233 | $468.1K | 0.21% | +58+0.1% | Added |
| Advisor Group Holdings, Inc. | 41,615 | $483.2K | 0.00% | +9,029+27.7% | Added |
| Yakira Capital Management, Inc. | 43,315 | $502.9K | 0.13% | 00.0% | Unchanged |
| Cetera Investment Advisers | 44,572 | $517.5K | 0.00% | +4,183+10.4% | Added |
| MML Investors Services, LLC | 56,582 | $657.0K | 0.00% | −564−1.0% | Reduced |
| Highlander Capital Management, LLC | 71,505 | $830.0K | 0.38% | −564−0.8% | Reduced |
| Royal Bank of Canada | 73,002 | $848.0K | 0.00% | +35,945+97.0% | Added |
| Cohen & Steers, Inc. | 77,548 | $900.0K | 0.00% | −68,558−46.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 91,945 | $1.07M | 0.00% | −1,916−2.0% | Reduced |
| Joseph P. Lucia & Associates, LLC | 93,137 | $1.08M | 0.72% | −705−0.8% | Reduced |
| Summit X, LLC | 104,934 | $1.22M | 0.30% | −1,814−1.7% | Reduced |
| Park Avenue Securities LLC | 108,513 | $1.26M | 0.02% | +6,344+6.2% | Added |
| Consolidated Portfolio Review Corp | 116,000 | $1.35M | 0.32% | +2,551+2.2% | Added |
| Wells Fargo & Company | 120,357 | $1.40M | 0.00% | +733+0.6% | Added |
| Quarry LP | 121,822 | $1.41M | 0.92% | +68,000+126.3% | Added |
| CNH Partners LLC | 124,025 | $1.44M | 0.06% | −14,245−10.3% | Reduced |
| LPL Financial LLC | 125,273 | $1.45M | 0.00% | −6,506−4.9% | Reduced |
| Rockefeller Capital Management L.P. | 129,834 | $1.51M | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 132,451 | $1.54M | 0.00% | +6,953+5.5% | Added |
| Sage Rhino Capital LLC | 134,803 | $1.57M | 0.44% | −206,878−60.5% | Reduced |
| Invesco Ltd. | 135,598 | $1.57M | 0.00% | −34,376−20.2% | Reduced |
| Capital Investment Advisors, LLC | 151,432 | $1.76M | 0.05% | +22,907+17.8% | Added |
| Advisors Asset Management, Inc. | 162,122 | $1.88M | 0.04% | −2,619−1.6% | Reduced |
| Vivaldi Capital Management, LLC | 231,734 | $2.69M | 0.83% | +3,841+1.7% | Added |
| Bank of America Corp | 253,697 | $2.95M | 0.00% | +21,449+9.2% | Added |
| Guggenheim Capital LLC | 460,266 | $5.34M | 0.04% | +48,117+11.7% | Added |
| UBS Group AG | 739,224 | $8.58M | 0.00% | −17,111−2.3% | Reduced |
| Clough Capital Partners L P | 762,215 | $8.85M | 0.89% | +52,100+7.3% | Added |
| Sit Investment Associates Inc | 1,070,257 | $12.4M | 0.32% | +40,000+3.9% | Added |
| Morgan Stanley | 1,196,077 | $13.9M | 0.00% | +77,172+6.9% | Added |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −269,648−100.0% | Sold out |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −151,886−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −57,902−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −27,842−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −24,589−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −14,056−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −14,718−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −12,815−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −11,165−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −771−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −530−100.0% | Sold out |
| BDO Wealth Advisors, LLC | 0 | $0 | 0.00% | −323−100.0% | Sold out |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |