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