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, Q4 2024
Institutional positions in KKR Income Opportunities Fund as of Dec 31, 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
- 66
- +8 vs. Q3 2024
- Shares held
- 5.33M
- +336.2K (+6.7%) vs. Q3 2024
- Total value
- $71.3M
- −$2.33M (−3.2%) vs. Q3 2024
- New holders
- 14
- 22 more added
- Sold out
- 6
- 16 more reduced
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding KKR Income Opportunities Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 999,023 | $13.4M | 0.00% | +54,031+5.7% | Added |
| UBS Group AG | 644,173 | $8.62M | 0.00% | +45,914+7.7% | Added |
| Guggenheim Capital LLC | 567,989 | $7.60M | 0.06% | +37,014+7.0% | Added |
| Penserra Capital Management LLC | 383,114 | $5.13M | 0.09% | +25,808+7.2% | Added |
| Advisors Asset Management, Inc. | 324,355 | $4.34M | 0.08% | −85,228−20.8% | Reduced |
| Bank of America Corp | 287,895 | $3.85M | 0.00% | +8,537+3.1% | Added |
| Stifel Financial Corp | 182,559 | $2.44M | 0.00% | +74,217+68.5% | Added |
| Capital Investment Advisors, LLC | 164,923 | $2.21M | 0.04% | −13,425−7.5% | Reduced |
| Wells Fargo & Company | 163,325 | $2.19M | 0.00% | +37,634+29.9% | Added |
| Invesco Ltd. | 154,086 | $2.06M | 0.00% | −3,279−2.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 114,597 | $1.53M | 0.01% | −398−0.3% | Reduced |
| Joseph P. Lucia & Associates, LLC | 104,300 | $1.40M | 0.62% | +4,853+4.9% | Added |
| LPL Financial LLC | 86,269 | $1.15M | 0.00% | +5,277+6.5% | Added |
| Royal Bank of Canada | 81,358 | $1.09M | 0.00% | +4,780+6.2% | Added |
| Summit X, LLC | 74,747 | $1.00M | 0.22% | −1,768−2.3% | Reduced |
| Rockefeller Capital Management L.P. | 63,834 | $854.1K | 0.00% | −1,000−1.5% | Reduced |
| Virtus ETF Advisers LLC | 63,436 | $848.8K | 0.35% | +15,380+32.0% | Added |
| J.W. Cole Advisors, Inc. | 60,759 | $813.0K | 0.03% | +18,504+43.8% | Added |
| Carnegie Lake Advisors LLC | 50,023 | $669.0K | 0.27% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 48,929 | $654.7K | 0.10% | −587−1.2% | Reduced |
| Kovack Advisors, Inc. | 44,045 | $589.3K | 0.06% | −2,700−5.8% | Reduced |
| GWM Advisors LLC | 41,622 | $556.9K | 0.00% | +1,885+4.7% | Added |
| Envestnet Asset Management Inc | 39,533 | $528.9K | 0.00% | +3,162+8.7% | Added |
| Comerica Bank | 39,272 | $525.5K | 0.00% | +1,388+3.7% | Added |
| Vanguard Capital Wealth Advisors | 35,000 | $468.3K | 0.51% | 00.0% | Unchanged |
| Wedbush Securities Inc | 30,135 | $403.0K | 0.01% | −225−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 29,694 | $397.3K | 0.00% | −4,340−12.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 29,443 | $394.0K | 0.00% | +29,443 | New |
| Cetera Investment Advisers | 29,313 | $392.2K | 0.00% | +12,692+76.4% | Added |
| Stephens Inc | 26,852 | $359.3K | 0.01% | +1,000+3.9% | Added |
| SeaCrest Wealth Management, LLC | 24,297 | $325.1K | 0.03% | +765+3.3% | Added |
| Atala Financial Inc | 23,270 | $311.4K | 0.22% | +23,270 | New |
| Cresset Asset Management, LLC | 22,671 | $303.3K | 0.00% | +4,011+21.5% | Added |
| Walleye Capital LLC | 22,483 | $300.8K | 0.00% | +22,483 | New |
| Raymond James Financial Inc | 20,968 | $280.6K | 0.00% | +20,968 | New |
| Gator Capital Management, LLC | 19,693 | $263.5K | 0.10% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 17,522 | $234.4K | 0.13% | +2,492+16.6% | Added |
| Commonwealth Equity Services, LLC | 17,498 | $234.0K | 0.00% | +3,346+23.6% | Added |
| Apollon Wealth Management, LLC | 16,041 | $214.6K | 0.00% | +16,041 | New |
| Hennion & Walsh Asset Management, Inc. | 15,486 | $207.2K | 0.01% | −318−2.0% | Reduced |
| Rik Saylor Financial, Inc. | 15,098 | $202.0K | 0.19% | +15,098 | New |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $183.7K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 13,370 | $178.9K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 13,354 | $178.7K | 0.00% | +119+0.9% | Added |
| 1776 Wealth LLC | 13,144 | $175.9K | 0.08% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 13,050 | $174.6K | 0.00% | −8,871−40.5% | Reduced |
| Stratos Wealth Partners, LTD. | 13,000 | $173.9K | 0.00% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,996 | $173.9K | 0.01% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 12,938 | $173.1K | 0.10% | 00.0% | Unchanged |
| Marex Group plc | 10,419 | $139.4K | 0.00% | +10,419 | New |
| Naviter Wealth, LLC | 10,373 | $138.8K | 0.02% | +10,373 | New |
| Creative Planning | 10,369 | $138.7K | 0.00% | −1,957−15.9% | Reduced |
| CoreCap Advisors, LLC | 7,575 | $101.4K | 0.00% | −1,025−11.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,687 | $36.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,495 | $20.0K | 0.00% | +1,495 | New |
| Van Hulzen Asset Management, LLC | 1,200 | $16.1K | 0.00% | +1,200 | New |
| Future Financial Wealth Managment LLC | 750 | $10.0K | 0.01% | −700−48.3% | Reduced |
| Transce3nd, LLC | 628 | $8.40K | 0.00% | +628 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 376 | $5.03K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 230 | $3.08K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 200 | $2.68K | 0.00% | −400−66.7% | Reduced |
| Mountain Hill Investment Partners Corp. | 136 | $1.82K | 0.00% | +136 | New |
| Assetmark, Inc | 78 | $1.04K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 50 | $669 | 0.00% | +50 | New |
| Itau Unibanco Holding S.A. | 752 | – | – | +752 | New |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −17,069−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −16,895−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −14,716−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Hobbs Group Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |