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, Q1 2025
Institutional positions in KKR Income Opportunities Fund as of Mar 31, 2025. 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
- 83
- +18 vs. Q4 2024
- Shares held
- 12.3M
- +7.00M (+131.7%) vs. Q4 2024
- Total value
- $151.5M
- +$80.3M (+112.8%) vs. Q4 2024
- New holders
- 28
- 31 more added
- Sold out
- 10
- 8 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding KKR Income Opportunities Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 2,260,825 | $27.8M | 0.65% | +2,260,825 | New |
| Morgan Stanley | 1,154,196 | $14.2M | 0.00% | +155,173+15.5% | Added |
| UBS Group AG | 895,306 | $11.0M | 0.00% | +251,133+39.0% | Added |
| Landscape Capital Management, L.L.C. | 800,734 | $9.84M | 0.88% | +800,734 | New |
| Guggenheim Capital LLC | 767,963 | $9.44M | 0.09% | +199,974+35.2% | Added |
| 1607 Capital Partners, LLC | 729,483 | $8.97M | 0.72% | +729,483 | New |
| Karpus Management, Inc. | 676,301 | $8.31M | 0.27% | +676,301 | New |
| Allspring Global Investments Holdings, LLC | 601,202 | $7.39M | 0.01% | +601,202 | New |
| Polar Asset Management Partners Inc. | 403,595 | $4.96M | 0.16% | +403,595 | New |
| Penserra Capital Management LLC | 347,991 | $4.28M | 0.08% | −35,123−9.2% | Reduced |
| Bank of America Corp | 323,397 | $3.97M | 0.00% | +35,502+12.3% | Added |
| Advisors Asset Management, Inc. | 297,205 | $3.65M | 0.07% | −27,150−8.4% | Reduced |
| Stifel Financial Corp | 225,883 | $2.78M | 0.00% | +43,324+23.7% | Added |
| Wells Fargo & Company | 211,240 | $2.60M | 0.00% | +47,915+29.3% | Added |
| Capital Investment Advisors, LLC | 155,563 | $1.91M | 0.04% | −9,360−5.7% | Reduced |
| Invesco Ltd. | 144,007 | $1.77M | 0.00% | −10,079−6.5% | Reduced |
| Wolverine Asset Management LLC | 134,352 | $1.65M | 0.03% | +134,352 | New |
| Cambridge Investment Research Advisors, Inc. | 118,474 | $1.46M | 0.00% | +3,877+3.4% | Added |
| Joseph P. Lucia & Associates, LLC | 104,840 | $1.29M | 0.59% | +540+0.5% | Added |
| LPL Financial LLC | 101,002 | $1.24M | 0.00% | +14,733+17.1% | Added |
| Kovack Advisors, Inc. | 98,665 | $1.21M | 0.13% | +54,620+124.0% | Added |
| Raymond James Financial Inc | 91,746 | $1.13M | 0.00% | +70,778+337.6% | Added |
| Virtus Investment Advisers, Inc. | 91,091 | $1.12M | 0.30% | +91,091 | New |
| Royal Bank of Canada | 87,365 | $1.07M | 0.00% | +6,007+7.4% | Added |
| J.W. Cole Advisors, Inc. | 78,928 | $970.0K | 0.03% | +18,169+29.9% | Added |
| Strategic Advocates LLC | 77,035 | $946.8K | 0.33% | +77,035 | New |
| StoneX Group Inc. | 75,648 | $929.7K | 0.05% | +75,648 | New |
| Rockefeller Capital Management L.P. | 68,834 | $846.0K | 0.00% | +5,000+7.8% | Added |
| Rivernorth Capital Management, LLC | 60,042 | $737.9K | 0.04% | +60,042 | New |
| Summit X, LLC | 57,506 | $706.8K | 0.15% | −17,241−23.1% | Reduced |
| Advisor Group Holdings, Inc. | 53,260 | $654.5K | 0.00% | +23,566+79.4% | Added |
| Carnegie Lake Advisors LLC | 50,023 | $615.0K | 0.25% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 48,996 | $602.2K | 0.06% | +67+0.1% | Added |
| Robinson Capital Management, LLC | 47,039 | $578.1K | 0.24% | +47,039 | New |
| GWM Advisors LLC | 45,466 | $558.8K | 0.00% | +3,844+9.2% | Added |
| Cetera Investment Advisers | 44,523 | $547.2K | 0.00% | +15,210+51.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 43,435 | $533.8K | 0.00% | +13,992+47.5% | Added |
| Envestnet Asset Management Inc | 40,726 | $500.5K | 0.00% | +1,193+3.0% | Added |
| Comerica Bank | 39,272 | $482.7K | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 38,342 | $471.2K | 0.18% | +38,342 | New |
| Baird Financial Group, Inc. | 36,786 | $452.1K | 0.00% | +36,786 | New |
| Vanguard Capital Wealth Advisors | 35,000 | $430.1K | 0.53% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 34,234 | $420.7K | 0.12% | +34,234 | New |
| Marex Group plc | 31,270 | $384.3K | 0.01% | +20,851+200.1% | Added |
| Wedbush Securities Inc | 30,474 | $375.0K | 0.01% | +339+1.1% | Added |
| Aviance Capital Partners, LLC | 30,119 | $370.2K | 0.05% | +30,119 | New |
| Stephens Inc | 26,852 | $330.0K | 0.00% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 26,591 | $326.8K | 0.10% | +26,591 | New |
| Commonwealth Equity Services, LLC | 24,646 | $303.0K | 0.00% | +7,148+40.9% | Added |
| Atlantic Union Bankshares Corp | 24,237 | $297.9K | 0.02% | +24,237 | New |
| Atala Financial Inc | 23,270 | $286.0K | 0.21% | 00.0% | Unchanged |
| SFI Advisors, LLC | 22,419 | $275.5K | 0.20% | +22,419 | New |
| Cresset Asset Management, LLC | 20,466 | $251.5K | 0.00% | −2,205−9.7% | Reduced |
| Verity Asset Management, Inc. | 20,196 | $248.2K | 0.10% | +2,674+15.3% | Added |
| Apollon Wealth Management, LLC | 16,041 | $197.1K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 15,739 | $193.4K | 0.02% | −8,558−35.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 15,532 | $190.9K | 0.01% | +46+0.3% | Added |
| Atria Wealth Solutions, Inc. | 15,319 | $188.3K | 0.00% | +1,965+14.7% | Added |
| Rik Saylor Financial, Inc. | 15,263 | $187.6K | 0.17% | +165+1.1% | Added |
| Gill Capital Partners, LLC | 15,259 | $187.5K | 0.06% | +15,259 | New |
| Gator Capital Management, LLC | 13,820 | $169.8K | 0.06% | −5,873−29.8% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $168.7K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 13,370 | $164.3K | 0.00% | 00.0% | Unchanged |
| 1776 Wealth LLC | 13,144 | $161.5K | 0.07% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 13,050 | $160.4K | 0.00% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 12,938 | $159.0K | 0.10% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 12,176 | $149.6K | 0.00% | +12,176 | New |
| Fortitude Advisory Group L.L.C. | 12,501 | $142.5K | 0.10% | +12,501 | New |
| Creative Planning | 11,565 | $142.1K | 0.00% | +1,196+11.5% | Added |
| Uhlmann Price Securities, LLC | 11,052 | $135.8K | 0.10% | +11,052 | New |
| CoreCap Advisors, LLC | 9,334 | $114.7K | 0.01% | +1,759+23.2% | Added |
| US Bancorp | 5,476 | $67.3K | 0.00% | +3,981+266.3% | Added |
| Noble Wealth Management PBC | 5,100 | $62.7K | 0.04% | +5,100 | New |
| Boston Private Wealth LLC | 2,149 | $26.4K | 0.00% | +2,149 | New |
| AdvisorNet Financial, Inc | 2,093 | $25.7K | 0.00% | +2,093 | New |
| Future Financial Wealth Managment LLC | 750 | $9.22K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 230 | $2.83K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 200 | $2.46K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 140 | $1.72K | 0.00% | +4+2.9% | Added |
| CWM, LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 67 | $1.00K | 0.00% | +67 | New |
| Assetmark, Inc | 78 | $959 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1 | $12 | 0.00% | +1 | New |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −63,436−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −22,483−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Naviter Wealth, LLC | 0 | $0 | 0.00% | −10,373−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −2,687−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −628−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −376−100.0% | Sold out |
| Parvin Asset Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −752−100.0% | Sold out |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |