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 |
|---|---|---|---|---|---|
| Parvin Asset Management, LLC | 50 | $669 | 0.00% | +50 | New |
| CWM, LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 78 | $1.04K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 136 | $1.82K | 0.00% | +136 | New |
| Fifth Third Bancorp | 200 | $2.68K | 0.00% | −400−66.7% | Reduced |
| JPMorgan Chase & Co | 230 | $3.08K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 376 | $5.03K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 628 | $8.40K | 0.00% | +628 | New |
| Future Financial Wealth Managment LLC | 750 | $10.0K | 0.01% | −700−48.3% | Reduced |
| Van Hulzen Asset Management, LLC | 1,200 | $16.1K | 0.00% | +1,200 | New |
| US Bancorp | 1,495 | $20.0K | 0.00% | +1,495 | New |
| Northwestern Mutual Wealth Management Co | 2,687 | $36.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 7,575 | $101.4K | 0.00% | −1,025−11.9% | Reduced |
| Creative Planning | 10,369 | $138.7K | 0.00% | −1,957−15.9% | Reduced |
| Naviter Wealth, LLC | 10,373 | $138.8K | 0.02% | +10,373 | New |
| Marex Group plc | 10,419 | $139.4K | 0.00% | +10,419 | New |
| Plotkin Financial Advisors, LLC | 12,938 | $173.1K | 0.10% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,996 | $173.9K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 13,000 | $173.9K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 13,050 | $174.6K | 0.00% | −8,871−40.5% | Reduced |
| 1776 Wealth LLC | 13,144 | $175.9K | 0.08% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 13,354 | $178.7K | 0.00% | +119+0.9% | Added |
| Concurrent Investment Advisors, LLC | 13,370 | $178.9K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $183.7K | 0.02% | 00.0% | Unchanged |
| Rik Saylor Financial, Inc. | 15,098 | $202.0K | 0.19% | +15,098 | New |
| Hennion & Walsh Asset Management, Inc. | 15,486 | $207.2K | 0.01% | −318−2.0% | Reduced |
| Apollon Wealth Management, LLC | 16,041 | $214.6K | 0.00% | +16,041 | New |
| Commonwealth Equity Services, LLC | 17,498 | $234.0K | 0.00% | +3,346+23.6% | Added |
| Verity Asset Management, Inc. | 17,522 | $234.4K | 0.13% | +2,492+16.6% | Added |
| Gator Capital Management, LLC | 19,693 | $263.5K | 0.10% | 00.0% | Unchanged |
| Raymond James Financial Inc | 20,968 | $280.6K | 0.00% | +20,968 | New |
| Walleye Capital LLC | 22,483 | $300.8K | 0.00% | +22,483 | New |
| Cresset Asset Management, LLC | 22,671 | $303.3K | 0.00% | +4,011+21.5% | Added |
| Atala Financial Inc | 23,270 | $311.4K | 0.22% | +23,270 | New |
| SeaCrest Wealth Management, LLC | 24,297 | $325.1K | 0.03% | +765+3.3% | Added |
| Stephens Inc | 26,852 | $359.3K | 0.01% | +1,000+3.9% | Added |
| Cetera Investment Advisers | 29,313 | $392.2K | 0.00% | +12,692+76.4% | Added |
| Wealth Enhancement Advisory Services, LLC | 29,443 | $394.0K | 0.00% | +29,443 | New |
| Advisor Group Holdings, Inc. | 29,694 | $397.3K | 0.00% | −4,340−12.8% | Reduced |
| Wedbush Securities Inc | 30,135 | $403.0K | 0.01% | −225−0.7% | Reduced |
| Vanguard Capital Wealth Advisors | 35,000 | $468.3K | 0.51% | 00.0% | Unchanged |
| Comerica Bank | 39,272 | $525.5K | 0.00% | +1,388+3.7% | Added |
| Envestnet Asset Management Inc | 39,533 | $528.9K | 0.00% | +3,162+8.7% | Added |
| GWM Advisors LLC | 41,622 | $556.9K | 0.00% | +1,885+4.7% | Added |
| Kovack Advisors, Inc. | 44,045 | $589.3K | 0.06% | −2,700−5.8% | Reduced |
| Bramshill Investments, LLC | 48,929 | $654.7K | 0.10% | −587−1.2% | Reduced |
| Carnegie Lake Advisors LLC | 50,023 | $669.0K | 0.27% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 60,759 | $813.0K | 0.03% | +18,504+43.8% | Added |
| Virtus ETF Advisers LLC | 63,436 | $848.8K | 0.35% | +15,380+32.0% | Added |
| Rockefeller Capital Management L.P. | 63,834 | $854.1K | 0.00% | −1,000−1.5% | Reduced |
| Summit X, LLC | 74,747 | $1.00M | 0.22% | −1,768−2.3% | Reduced |
| Royal Bank of Canada | 81,358 | $1.09M | 0.00% | +4,780+6.2% | Added |
| LPL Financial LLC | 86,269 | $1.15M | 0.00% | +5,277+6.5% | Added |
| Joseph P. Lucia & Associates, LLC | 104,300 | $1.40M | 0.62% | +4,853+4.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 114,597 | $1.53M | 0.01% | −398−0.3% | Reduced |
| Invesco Ltd. | 154,086 | $2.06M | 0.00% | −3,279−2.1% | Reduced |
| Wells Fargo & Company | 163,325 | $2.19M | 0.00% | +37,634+29.9% | Added |
| Capital Investment Advisors, LLC | 164,923 | $2.21M | 0.04% | −13,425−7.5% | Reduced |
| Stifel Financial Corp | 182,559 | $2.44M | 0.00% | +74,217+68.5% | Added |
| Bank of America Corp | 287,895 | $3.85M | 0.00% | +8,537+3.1% | Added |
| Advisors Asset Management, Inc. | 324,355 | $4.34M | 0.08% | −85,228−20.8% | Reduced |
| Penserra Capital Management LLC | 383,114 | $5.13M | 0.09% | +25,808+7.2% | Added |
| Guggenheim Capital LLC | 567,989 | $7.60M | 0.06% | +37,014+7.0% | Added |
| UBS Group AG | 644,173 | $8.62M | 0.00% | +45,914+7.7% | Added |
| Morgan Stanley | 999,023 | $13.4M | 0.00% | +54,031+5.7% | Added |
| 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 |