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 |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $12 | 0.00% | +1 | New |
| Assetmark, Inc | 78 | $959 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 67 | $1.00K | 0.00% | +67 | New |
| Mountain Hill Investment Partners Corp. | 140 | $1.72K | 0.00% | +4+2.9% | Added |
| Fifth Third Bancorp | 200 | $2.46K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 230 | $2.83K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 750 | $9.22K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,093 | $25.7K | 0.00% | +2,093 | New |
| Boston Private Wealth LLC | 2,149 | $26.4K | 0.00% | +2,149 | New |
| Noble Wealth Management PBC | 5,100 | $62.7K | 0.04% | +5,100 | New |
| US Bancorp | 5,476 | $67.3K | 0.00% | +3,981+266.3% | Added |
| CoreCap Advisors, LLC | 9,334 | $114.7K | 0.01% | +1,759+23.2% | Added |
| Uhlmann Price Securities, LLC | 11,052 | $135.8K | 0.10% | +11,052 | New |
| Creative Planning | 11,565 | $142.1K | 0.00% | +1,196+11.5% | Added |
| Fortitude Advisory Group L.L.C. | 12,501 | $142.5K | 0.10% | +12,501 | New |
| Susquehanna International Group, LLP | 12,176 | $149.6K | 0.00% | +12,176 | New |
| Plotkin Financial Advisors, LLC | 12,938 | $159.0K | 0.10% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 13,050 | $160.4K | 0.00% | 00.0% | Unchanged |
| 1776 Wealth LLC | 13,144 | $161.5K | 0.07% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 13,370 | $164.3K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $168.7K | 0.02% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 13,820 | $169.8K | 0.06% | −5,873−29.8% | Reduced |
| Gill Capital Partners, LLC | 15,259 | $187.5K | 0.06% | +15,259 | New |
| Rik Saylor Financial, Inc. | 15,263 | $187.6K | 0.17% | +165+1.1% | Added |
| Atria Wealth Solutions, Inc. | 15,319 | $188.3K | 0.00% | +1,965+14.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 15,532 | $190.9K | 0.01% | +46+0.3% | Added |
| SeaCrest Wealth Management, LLC | 15,739 | $193.4K | 0.02% | −8,558−35.2% | Reduced |
| Apollon Wealth Management, LLC | 16,041 | $197.1K | 0.00% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 20,196 | $248.2K | 0.10% | +2,674+15.3% | Added |
| Cresset Asset Management, LLC | 20,466 | $251.5K | 0.00% | −2,205−9.7% | Reduced |
| SFI Advisors, LLC | 22,419 | $275.5K | 0.20% | +22,419 | New |
| Atala Financial Inc | 23,270 | $286.0K | 0.21% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 24,237 | $297.9K | 0.02% | +24,237 | New |
| Commonwealth Equity Services, LLC | 24,646 | $303.0K | 0.00% | +7,148+40.9% | Added |
| WealthTrust Axiom LLC | 26,591 | $326.8K | 0.10% | +26,591 | New |
| Stephens Inc | 26,852 | $330.0K | 0.00% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 30,119 | $370.2K | 0.05% | +30,119 | New |
| Wedbush Securities Inc | 30,474 | $375.0K | 0.01% | +339+1.1% | Added |
| Marex Group plc | 31,270 | $384.3K | 0.01% | +20,851+200.1% | Added |
| Uncommon Cents Investing LLC | 34,234 | $420.7K | 0.12% | +34,234 | New |
| Vanguard Capital Wealth Advisors | 35,000 | $430.1K | 0.53% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 36,786 | $452.1K | 0.00% | +36,786 | New |
| Shaker Financial Services, LLC | 38,342 | $471.2K | 0.18% | +38,342 | New |
| Comerica Bank | 39,272 | $482.7K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 40,726 | $500.5K | 0.00% | +1,193+3.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 43,435 | $533.8K | 0.00% | +13,992+47.5% | Added |
| Cetera Investment Advisers | 44,523 | $547.2K | 0.00% | +15,210+51.9% | Added |
| GWM Advisors LLC | 45,466 | $558.8K | 0.00% | +3,844+9.2% | Added |
| Robinson Capital Management, LLC | 47,039 | $578.1K | 0.24% | +47,039 | New |
| Bramshill Investments, LLC | 48,996 | $602.2K | 0.06% | +67+0.1% | Added |
| Carnegie Lake Advisors LLC | 50,023 | $615.0K | 0.25% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 53,260 | $654.5K | 0.00% | +23,566+79.4% | Added |
| Summit X, LLC | 57,506 | $706.8K | 0.15% | −17,241−23.1% | Reduced |
| Rivernorth Capital Management, LLC | 60,042 | $737.9K | 0.04% | +60,042 | New |
| Rockefeller Capital Management L.P. | 68,834 | $846.0K | 0.00% | +5,000+7.8% | Added |
| StoneX Group Inc. | 75,648 | $929.7K | 0.05% | +75,648 | New |
| Strategic Advocates LLC | 77,035 | $946.8K | 0.33% | +77,035 | New |
| J.W. Cole Advisors, Inc. | 78,928 | $970.0K | 0.03% | +18,169+29.9% | Added |
| Royal Bank of Canada | 87,365 | $1.07M | 0.00% | +6,007+7.4% | Added |
| Virtus Investment Advisers, Inc. | 91,091 | $1.12M | 0.30% | +91,091 | New |
| Raymond James Financial Inc | 91,746 | $1.13M | 0.00% | +70,778+337.6% | Added |
| Kovack Advisors, Inc. | 98,665 | $1.21M | 0.13% | +54,620+124.0% | Added |
| LPL Financial LLC | 101,002 | $1.24M | 0.00% | +14,733+17.1% | Added |
| Joseph P. Lucia & Associates, LLC | 104,840 | $1.29M | 0.59% | +540+0.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 118,474 | $1.46M | 0.00% | +3,877+3.4% | Added |
| Wolverine Asset Management LLC | 134,352 | $1.65M | 0.03% | +134,352 | New |
| Invesco Ltd. | 144,007 | $1.77M | 0.00% | −10,079−6.5% | Reduced |
| Capital Investment Advisors, LLC | 155,563 | $1.91M | 0.04% | −9,360−5.7% | Reduced |
| Wells Fargo & Company | 211,240 | $2.60M | 0.00% | +47,915+29.3% | Added |
| Stifel Financial Corp | 225,883 | $2.78M | 0.00% | +43,324+23.7% | Added |
| Advisors Asset Management, Inc. | 297,205 | $3.65M | 0.07% | −27,150−8.4% | Reduced |
| Bank of America Corp | 323,397 | $3.97M | 0.00% | +35,502+12.3% | Added |
| Penserra Capital Management LLC | 347,991 | $4.28M | 0.08% | −35,123−9.2% | Reduced |
| Polar Asset Management Partners Inc. | 403,595 | $4.96M | 0.16% | +403,595 | New |
| Allspring Global Investments Holdings, LLC | 601,202 | $7.39M | 0.01% | +601,202 | New |
| Karpus Management, Inc. | 676,301 | $8.31M | 0.27% | +676,301 | New |
| 1607 Capital Partners, LLC | 729,483 | $8.97M | 0.72% | +729,483 | New |
| Guggenheim Capital LLC | 767,963 | $9.44M | 0.09% | +199,974+35.2% | Added |
| Landscape Capital Management, L.L.C. | 800,734 | $9.84M | 0.88% | +800,734 | New |
| UBS Group AG | 895,306 | $11.0M | 0.00% | +251,133+39.0% | Added |
| Morgan Stanley | 1,154,196 | $14.2M | 0.00% | +155,173+15.5% | Added |
| Sit Investment Associates Inc | 2,260,825 | $27.8M | 0.65% | +2,260,825 | 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 |