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, Q2 2025
Institutional positions in KKR Income Opportunities Fund as of Jun 30, 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
- 95
- +13 vs. Q1 2025
- Shares held
- 11.0M
- −1.29M (−10.5%) vs. Q1 2025
- Total value
- $138.5M
- −$12.9M (−8.5%) vs. Q1 2025
- New holders
- 18
- 35 more added
- Sold out
- 5
- 30 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding KKR Income Opportunities Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 1,763,303 | $22.1M | 0.47% | −497,522−22.0% | Reduced |
| Morgan Stanley | 1,518,336 | $19.1M | 0.00% | +364,140+31.5% | Added |
| UBS Group AG | 761,792 | $9.57M | 0.00% | −133,514−14.9% | Reduced |
| Guggenheim Capital LLC | 721,159 | $9.06M | 0.07% | −46,804−6.1% | Reduced |
| 1607 Capital Partners, LLC | 575,652 | $7.23M | 0.59% | −153,831−21.1% | Reduced |
| Karpus Management, Inc. | 571,401 | $7.18M | 0.23% | −104,900−15.5% | Reduced |
| Polar Asset Management Partners Inc. | 416,151 | $5.23M | 0.13% | +12,556+3.1% | Added |
| Penserra Capital Management LLC | 358,576 | $4.50M | 0.06% | +10,585+3.0% | Added |
| Bank of America Corp | 340,398 | $4.28M | 0.00% | +17,001+5.3% | Added |
| Landscape Capital Management, L.L.C. | 318,124 | $4.00M | 0.31% | −482,610−60.3% | Reduced |
| Advisors Asset Management, Inc. | 281,583 | $3.54M | 0.06% | −15,622−5.3% | Reduced |
| Wells Fargo & Company | 254,905 | $3.20M | 0.00% | +43,665+20.7% | Added |
| Stifel Financial Corp | 240,140 | $3.02M | 0.00% | +14,257+6.3% | Added |
| Rareview Capital LLC | 171,844 | $2.16M | 1.36% | +171,844 | New |
| Capital Investment Advisors, LLC | 154,220 | $1.94M | 0.03% | −1,343−0.9% | Reduced |
| Invesco Ltd. | 138,655 | $1.74M | 0.00% | −5,352−3.7% | Reduced |
| Royal Bank of Canada | 131,652 | $1.65M | 0.00% | +44,287+50.7% | Added |
| LPL Financial LLC | 113,008 | $1.42M | 0.00% | +12,006+11.9% | Added |
| Kovack Advisors, Inc. | 111,315 | $1.40M | 0.14% | +12,650+12.8% | Added |
| Joseph P. Lucia & Associates, LLC | 111,051 | $1.39M | 0.57% | +6,211+5.9% | Added |
| Raymond James Financial Inc | 108,124 | $1.36M | 0.00% | +16,378+17.9% | Added |
| Allspring Global Investments Holdings, LLC | 107,639 | $1.35M | 0.00% | −493,563−82.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 94,781 | $1.19M | 0.00% | −23,693−20.0% | Reduced |
| J.W. Cole Advisors, Inc. | 87,051 | $1.09M | 0.02% | +8,123+10.3% | Added |
| Strategic Advocates LLC | 82,465 | $1.04M | 0.31% | +5,430+7.0% | Added |
| StoneX Group Inc. | 75,885 | $953.1K | 0.05% | +237+0.3% | Added |
| Virtus Investment Advisers, Inc. | 73,626 | $924.7K | 0.31% | −17,465−19.2% | Reduced |
| Rockefeller Capital Management L.P. | 63,667 | $799.7K | 0.00% | −5,167−7.5% | Reduced |
| Robinson Capital Management, LLC | 52,089 | $654.2K | 0.27% | +5,050+10.7% | Added |
| Cetera Investment Advisers | 51,448 | $646.2K | 0.00% | +6,925+15.6% | Added |
| Wolverine Asset Management LLC | 51,102 | $641.8K | 0.01% | −83,250−62.0% | Reduced |
| Advisor Group Holdings, Inc. | 48,957 | $614.9K | 0.00% | −4,303−8.1% | Reduced |
| Carnegie Lake Advisors LLC | 48,324 | $607.0K | 0.24% | −1,699−3.4% | Reduced |
| Bramshill Investments, LLC | 48,244 | $605.9K | 0.06% | −752−1.5% | Reduced |
| Shaker Financial Services, LLC | 48,059 | $603.6K | 0.22% | +9,717+25.3% | Added |
| GWM Advisors LLC | 47,517 | $596.8K | 0.00% | +2,051+4.5% | Added |
| Envestnet Asset Management Inc | 46,214 | $580.4K | 0.00% | +5,488+13.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 43,468 | $545.7K | 0.00% | +33+0.1% | Added |
| Summit X, LLC | 42,476 | $533.5K | 0.10% | −15,030−26.1% | Reduced |
| Baird Financial Group, Inc. | 41,236 | $517.9K | 0.00% | +4,450+12.1% | Added |
| Comerica Bank | 39,446 | $495.4K | 0.00% | +174+0.4% | Added |
| Cohen & Steers, Inc. | 37,779 | $475.0K | 0.00% | +37,779 | New |
| Wedbush Securities Inc | 37,269 | $468.0K | 0.02% | +6,795+22.3% | Added |
| Aviance Capital Partners, LLC | 35,723 | $448.7K | 0.06% | +5,604+18.6% | Added |
| Uncommon Cents Investing LLC | 33,934 | $426.2K | 0.11% | −300−0.9% | Reduced |
| Stephens Inc | 31,621 | $397.2K | 0.01% | +4,769+17.8% | Added |
| CI Private Wealth, LLC | 30,841 | $387.4K | 0.00% | +30,841 | New |
| Vanguard Capital Wealth Advisors | 30,000 | $376.8K | 0.37% | −5,000−14.3% | Reduced |
| Commonwealth Equity Services, LLC | 29,942 | $376.0K | 0.00% | +5,296+21.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 23,994 | $301.4K | 0.01% | +8,462+54.5% | Added |
| Atala Financial Inc | 23,270 | $292.3K | 0.20% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 22,914 | $287.8K | 0.08% | −3,677−13.8% | Reduced |
| Almitas Capital LLC | 20,851 | $261.9K | 0.07% | +20,851 | New |
| Jane Street Group, LLC | 20,650 | $259.4K | 0.00% | +20,650 | New |
| Apollon Wealth Management, LLC | 16,866 | $211.8K | 0.00% | +825+5.1% | Added |
| SeaCrest Wealth Management, LLC | 15,712 | $197.3K | 0.02% | −27−0.2% | Reduced |
| Rik Saylor Financial, Inc. | 15,439 | $193.9K | 0.15% | +176+1.2% | Added |
| HighTower Advisors, LLC | 14,388 | $180.7K | 0.00% | +1,338+10.3% | Added |
| Concurrent Investment Advisors, LLC | 13,955 | $175.3K | 0.00% | +585+4.4% | Added |
| Cresset Asset Management, LLC | 13,838 | $173.8K | 0.00% | −6,628−32.4% | Reduced |
| Gator Capital Management, LLC | 13,820 | $173.6K | 0.05% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $172.4K | 0.02% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 13,296 | $167.0K | 0.00% | −10,941−45.1% | Reduced |
| Atria Wealth Solutions, Inc. | 13,175 | $165.5K | 0.00% | −2,144−14.0% | Reduced |
| 1776 Wealth LLC | 13,144 | $165.1K | 0.07% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,996 | $163.2K | 0.01% | +12,996 | New |
| Plotkin Financial Advisors, LLC | 12,938 | $162.5K | 0.09% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 12,655 | $158.9K | 0.05% | −2,604−17.1% | Reduced |
| Fortitude Advisory Group L.L.C. | 12,501 | $157.0K | 0.09% | 00.0% | Unchanged |
| Mariner, LLC | 11,993 | $150.6K | 0.00% | +11,993 | New |
| Verity Asset Management, Inc. | 11,937 | $149.9K | 0.07% | −8,259−40.9% | Reduced |
| Creative Planning | 11,861 | $149.0K | 0.00% | +296+2.6% | Added |
| Uhlmann Price Securities, LLC | 11,386 | $143.0K | 0.10% | +334+3.0% | Added |
| Herold Advisors, Inc. | 10,505 | $131.9K | 0.03% | +10,505 | New |
| US Bancorp | 5,076 | $63.8K | 0.00% | −400−7.3% | Reduced |
| CoreCap Advisors, LLC | 4,433 | $55.7K | 0.00% | −4,901−52.5% | Reduced |
| AdvisorNet Financial, Inc | 3,905 | $49.0K | 0.00% | +1,812+86.6% | Added |
| Geneos Wealth Management Inc. | 1,828 | $23.0K | 0.00% | +1,828 | New |
| Ronald Blue Trust, Inc. | 1,500 | $18.8K | 0.00% | +1,500 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,470 | $18.5K | 0.00% | +1,470 | New |
| Jones Financial Companies LLLP | 1,310 | $16.4K | 0.00% | +1,310 | New |
| Newbridge Financial Services Group, Inc. | 1,250 | $15.7K | 0.00% | +1,250 | New |
| EverSource Wealth Advisors, LLC | 1,235 | $15.5K | 0.00% | +1,235 | New |
| Future Financial Wealth Managment LLC | 750 | $9.42K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 600 | $7.54K | 0.00% | +600 | New |
| Ameritas Advisory Services, LLC | 372 | $4.67K | 0.00% | +372 | New |
| JPMorgan Chase & Co | 230 | $2.89K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 200 | $2.51K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 162 | $2.04K | 0.00% | +162 | New |
| WPG Advisers, LLC | 151 | $1.90K | 0.00% | +151 | New |
| Mountain Hill Investment Partners Corp. | 144 | $1.81K | 0.00% | +4+2.9% | Added |
| CWM, LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 67 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 62 | $779 | 0.00% | −16−20.5% | Reduced |
| Citigroup Inc | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −60,042−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −31,270−100.0% | Sold out |
| SFI Advisors, LLC | 0 | $0 | 0.00% | −22,419−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −12,176−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −2,149−100.0% | Sold out |