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, Q3 2024
Institutional positions in KKR Income Opportunities Fund as of Sep 30, 2024. 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
- 59
- +7 vs. Q2 2024
- Shares held
- 5.01M
- +128.2K (+2.6%) vs. Q2 2024
- Total value
- $73.9M
- +$6.99M (+10.4%) vs. Q2 2024
- New holders
- 11
- 16 more added
- Sold out
- 4
- 19 more reduced
Compare with Q2 2024: 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, Q3 2024
Shares, value and share of portfolio for each institution holding KKR Income Opportunities Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 944,992 | $13.9M | 0.00% | −221,677−19.0% | Reduced |
| UBS Group AG | 598,259 | $8.83M | 0.00% | −11,081−1.8% | Reduced |
| Guggenheim Capital LLC | 530,975 | $7.84M | 0.06% | +3,218+0.6% | Added |
| Advisors Asset Management, Inc. | 409,583 | $6.05M | 0.11% | −17,123−4.0% | Reduced |
| Penserra Capital Management LLC | 357,306 | $5.27M | 0.11% | +357,306 | New |
| Bank of America Corp | 279,358 | $4.12M | 0.00% | −42,414−13.2% | Reduced |
| Capital Investment Advisors, LLC | 178,348 | $2.63M | 0.05% | −1,575−0.9% | Reduced |
| Invesco Ltd. | 157,365 | $2.32M | 0.00% | +9,642+6.5% | Added |
| Wells Fargo & Company | 125,691 | $1.86M | 0.00% | −2,540−2.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 114,995 | $1.70M | 0.01% | +2,618+2.3% | Added |
| Stifel Financial Corp | 108,342 | $1.60M | 0.00% | +34,515+46.8% | Added |
| Joseph P. Lucia & Associates, LLC | 99,447 | $1.47M | 0.68% | +3,167+3.3% | Added |
| LPL Financial LLC | 80,992 | $1.20M | 0.00% | −22,039−21.4% | Reduced |
| Royal Bank of Canada | 76,578 | $1.13M | 0.00% | +4,257+5.9% | Added |
| Summit X, LLC | 76,515 | $1.05M | 0.26% | −81−0.1% | Reduced |
| Rockefeller Capital Management L.P. | 64,834 | $957.0K | 0.00% | +5,000+8.4% | Added |
| Carnegie Lake Advisors LLC | 50,023 | $738.0K | 0.29% | +50,023 | New |
| Bramshill Investments, LLC | 49,516 | $730.9K | 0.08% | −6,335−11.3% | Reduced |
| Virtus ETF Advisers LLC | 48,056 | $709.3K | 0.33% | −19,748−29.1% | Reduced |
| Kovack Advisors, Inc. | 46,745 | $690.0K | 0.07% | −12,000−20.4% | Reduced |
| J.W. Cole Advisors, Inc. | 42,255 | $623.7K | 0.03% | +42,255 | New |
| GWM Advisors LLC | 39,737 | $586.5K | 0.00% | +10,837+37.5% | Added |
| Comerica Bank | 37,884 | $559.2K | 0.00% | −46−0.1% | Reduced |
| Envestnet Asset Management Inc | 36,371 | $536.8K | 0.00% | −9,578−20.8% | Reduced |
| Vanguard Capital Wealth Advisors | 35,000 | $516.6K | 0.54% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 34,034 | $502.3K | 0.00% | −1,013−2.9% | Reduced |
| Wedbush Securities Inc | 30,360 | $448.0K | 0.02% | +4,677+18.2% | Added |
| Stephens Inc | 25,852 | $381.6K | 0.01% | +6,949+36.8% | Added |
| SeaCrest Wealth Management, LLC | 23,532 | $347.3K | 0.04% | +1,074+4.8% | Added |
| HighTower Advisors, LLC | 21,921 | $324.0K | 0.00% | +10,071+85.0% | Added |
| Gator Capital Management, LLC | 19,693 | $290.7K | 0.13% | −7,358−27.2% | Reduced |
| Cresset Asset Management, LLC | 18,660 | $275.4K | 0.00% | +18,660 | New |
| Independent Financial Group, LLC | 17,069 | $251.9K | 0.01% | +2,100+14.0% | Added |
| PFG Investments, LLC | 16,895 | $249.4K | 0.02% | +16,895 | New |
| Raymond James & Associates | 16,684 | $246.3K | 0.00% | +1,783+12.0% | Added |
| Cetera Investment Advisers | 16,621 | $245.3K | 0.00% | −30,622−64.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 15,804 | $233.3K | 0.01% | +5,174+48.7% | Added |
| Verity Asset Management, Inc. | 15,030 | $221.8K | 0.08% | −2,892−16.1% | Reduced |
| M Holdings Securities, Inc. | 14,716 | $217.0K | 0.05% | −1,520−9.4% | Reduced |
| Commonwealth Equity Services, LLC | 14,152 | $209.0K | 0.00% | −3,155−18.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $202.6K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 13,370 | $197.3K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 13,235 | $195.3K | 0.00% | +558+4.4% | Added |
| 1776 Wealth LLC | 13,144 | $194.0K | 0.09% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 13,000 | $191.9K | 0.00% | +13,000 | New |
| Wetherby Asset Management Inc | 12,996 | $191.8K | 0.01% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 12,938 | $191.0K | 0.11% | 00.0% | Unchanged |
| Creative Planning | 12,326 | $181.9K | 0.00% | +12,326 | New |
| CoreCap Advisors, LLC | 8,600 | $126.9K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 3,000 | $44.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,687 | $39.7K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,450 | $21.4K | 0.02% | +1,450 | New |
| Hobbs Group Advisors, LLC | 1,000 | $14.8K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 600 | $8.86K | 0.00% | +600 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 376 | $5.55K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 230 | $3.40K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 78 | $1.15K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 46 | $1.00K | 0.00% | +46 | New |
| Geneos Wealth Management Inc. | 40 | $590 | 0.00% | +40 | New |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −75,082−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −1,082−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −44−100.0% | Sold out |