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 |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 62 | $779 | 0.00% | −16−20.5% | Reduced |
| CWM, LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 67 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 144 | $1.81K | 0.00% | +4+2.9% | Added |
| WPG Advisers, LLC | 151 | $1.90K | 0.00% | +151 | New |
| Steward Partners Investment Advisory, LLC | 162 | $2.04K | 0.00% | +162 | New |
| Fifth Third Bancorp | 200 | $2.51K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 230 | $2.89K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 372 | $4.67K | 0.00% | +372 | New |
| SRS Capital Advisors, Inc. | 600 | $7.54K | 0.00% | +600 | New |
| Future Financial Wealth Managment LLC | 750 | $9.42K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,235 | $15.5K | 0.00% | +1,235 | New |
| Newbridge Financial Services Group, Inc. | 1,250 | $15.7K | 0.00% | +1,250 | New |
| Jones Financial Companies LLLP | 1,310 | $16.4K | 0.00% | +1,310 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,470 | $18.5K | 0.00% | +1,470 | New |
| Ronald Blue Trust, Inc. | 1,500 | $18.8K | 0.00% | +1,500 | New |
| Geneos Wealth Management Inc. | 1,828 | $23.0K | 0.00% | +1,828 | New |
| AdvisorNet Financial, Inc | 3,905 | $49.0K | 0.00% | +1,812+86.6% | Added |
| CoreCap Advisors, LLC | 4,433 | $55.7K | 0.00% | −4,901−52.5% | Reduced |
| US Bancorp | 5,076 | $63.8K | 0.00% | −400−7.3% | Reduced |
| Herold Advisors, Inc. | 10,505 | $131.9K | 0.03% | +10,505 | New |
| Uhlmann Price Securities, LLC | 11,386 | $143.0K | 0.10% | +334+3.0% | Added |
| Creative Planning | 11,861 | $149.0K | 0.00% | +296+2.6% | Added |
| Verity Asset Management, Inc. | 11,937 | $149.9K | 0.07% | −8,259−40.9% | Reduced |
| Mariner, LLC | 11,993 | $150.6K | 0.00% | +11,993 | New |
| Fortitude Advisory Group L.L.C. | 12,501 | $157.0K | 0.09% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 12,655 | $158.9K | 0.05% | −2,604−17.1% | Reduced |
| Plotkin Financial Advisors, LLC | 12,938 | $162.5K | 0.09% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,996 | $163.2K | 0.01% | +12,996 | New |
| 1776 Wealth LLC | 13,144 | $165.1K | 0.07% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 13,175 | $165.5K | 0.00% | −2,144−14.0% | Reduced |
| Atlantic Union Bankshares Corp | 13,296 | $167.0K | 0.00% | −10,941−45.1% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $172.4K | 0.02% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 13,820 | $173.6K | 0.05% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 13,838 | $173.8K | 0.00% | −6,628−32.4% | Reduced |
| Concurrent Investment Advisors, LLC | 13,955 | $175.3K | 0.00% | +585+4.4% | Added |
| HighTower Advisors, LLC | 14,388 | $180.7K | 0.00% | +1,338+10.3% | Added |
| Rik Saylor Financial, Inc. | 15,439 | $193.9K | 0.15% | +176+1.2% | Added |
| SeaCrest Wealth Management, LLC | 15,712 | $197.3K | 0.02% | −27−0.2% | Reduced |
| Apollon Wealth Management, LLC | 16,866 | $211.8K | 0.00% | +825+5.1% | Added |
| Jane Street Group, LLC | 20,650 | $259.4K | 0.00% | +20,650 | New |
| Almitas Capital LLC | 20,851 | $261.9K | 0.07% | +20,851 | New |
| WealthTrust Axiom LLC | 22,914 | $287.8K | 0.08% | −3,677−13.8% | Reduced |
| Atala Financial Inc | 23,270 | $292.3K | 0.20% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 23,994 | $301.4K | 0.01% | +8,462+54.5% | Added |
| Commonwealth Equity Services, LLC | 29,942 | $376.0K | 0.00% | +5,296+21.5% | Added |
| Vanguard Capital Wealth Advisors | 30,000 | $376.8K | 0.37% | −5,000−14.3% | Reduced |
| CI Private Wealth, LLC | 30,841 | $387.4K | 0.00% | +30,841 | New |
| Stephens Inc | 31,621 | $397.2K | 0.01% | +4,769+17.8% | Added |
| Uncommon Cents Investing LLC | 33,934 | $426.2K | 0.11% | −300−0.9% | Reduced |
| Aviance Capital Partners, LLC | 35,723 | $448.7K | 0.06% | +5,604+18.6% | Added |
| Wedbush Securities Inc | 37,269 | $468.0K | 0.02% | +6,795+22.3% | Added |
| Cohen & Steers, Inc. | 37,779 | $475.0K | 0.00% | +37,779 | New |
| Comerica Bank | 39,446 | $495.4K | 0.00% | +174+0.4% | Added |
| Baird Financial Group, Inc. | 41,236 | $517.9K | 0.00% | +4,450+12.1% | Added |
| Summit X, LLC | 42,476 | $533.5K | 0.10% | −15,030−26.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 43,468 | $545.7K | 0.00% | +33+0.1% | Added |
| Envestnet Asset Management Inc | 46,214 | $580.4K | 0.00% | +5,488+13.5% | Added |
| GWM Advisors LLC | 47,517 | $596.8K | 0.00% | +2,051+4.5% | Added |
| Shaker Financial Services, LLC | 48,059 | $603.6K | 0.22% | +9,717+25.3% | Added |
| Bramshill Investments, LLC | 48,244 | $605.9K | 0.06% | −752−1.5% | Reduced |
| Carnegie Lake Advisors LLC | 48,324 | $607.0K | 0.24% | −1,699−3.4% | Reduced |
| Advisor Group Holdings, Inc. | 48,957 | $614.9K | 0.00% | −4,303−8.1% | Reduced |
| Wolverine Asset Management LLC | 51,102 | $641.8K | 0.01% | −83,250−62.0% | Reduced |
| Cetera Investment Advisers | 51,448 | $646.2K | 0.00% | +6,925+15.6% | Added |
| Robinson Capital Management, LLC | 52,089 | $654.2K | 0.27% | +5,050+10.7% | Added |
| Rockefeller Capital Management L.P. | 63,667 | $799.7K | 0.00% | −5,167−7.5% | Reduced |
| Virtus Investment Advisers, Inc. | 73,626 | $924.7K | 0.31% | −17,465−19.2% | Reduced |
| StoneX Group Inc. | 75,885 | $953.1K | 0.05% | +237+0.3% | Added |
| Strategic Advocates LLC | 82,465 | $1.04M | 0.31% | +5,430+7.0% | Added |
| J.W. Cole Advisors, Inc. | 87,051 | $1.09M | 0.02% | +8,123+10.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 94,781 | $1.19M | 0.00% | −23,693−20.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 107,639 | $1.35M | 0.00% | −493,563−82.1% | Reduced |
| Raymond James Financial Inc | 108,124 | $1.36M | 0.00% | +16,378+17.9% | Added |
| Joseph P. Lucia & Associates, LLC | 111,051 | $1.39M | 0.57% | +6,211+5.9% | Added |
| Kovack Advisors, Inc. | 111,315 | $1.40M | 0.14% | +12,650+12.8% | Added |
| LPL Financial LLC | 113,008 | $1.42M | 0.00% | +12,006+11.9% | Added |
| Royal Bank of Canada | 131,652 | $1.65M | 0.00% | +44,287+50.7% | Added |
| Invesco Ltd. | 138,655 | $1.74M | 0.00% | −5,352−3.7% | Reduced |
| Capital Investment Advisors, LLC | 154,220 | $1.94M | 0.03% | −1,343−0.9% | Reduced |
| Rareview Capital LLC | 171,844 | $2.16M | 1.36% | +171,844 | New |
| Stifel Financial Corp | 240,140 | $3.02M | 0.00% | +14,257+6.3% | Added |
| Wells Fargo & Company | 254,905 | $3.20M | 0.00% | +43,665+20.7% | Added |
| Advisors Asset Management, Inc. | 281,583 | $3.54M | 0.06% | −15,622−5.3% | Reduced |
| Landscape Capital Management, L.L.C. | 318,124 | $4.00M | 0.31% | −482,610−60.3% | Reduced |
| Bank of America Corp | 340,398 | $4.28M | 0.00% | +17,001+5.3% | Added |
| Penserra Capital Management LLC | 358,576 | $4.50M | 0.06% | +10,585+3.0% | Added |
| Polar Asset Management Partners Inc. | 416,151 | $5.23M | 0.13% | +12,556+3.1% | Added |
| Karpus Management, Inc. | 571,401 | $7.18M | 0.23% | −104,900−15.5% | Reduced |
| 1607 Capital Partners, LLC | 575,652 | $7.23M | 0.59% | −153,831−21.1% | Reduced |
| Guggenheim Capital LLC | 721,159 | $9.06M | 0.07% | −46,804−6.1% | Reduced |
| UBS Group AG | 761,792 | $9.57M | 0.00% | −133,514−14.9% | Reduced |
| Morgan Stanley | 1,518,336 | $19.1M | 0.00% | +364,140+31.5% | Added |
| Sit Investment Associates Inc | 1,763,303 | $22.1M | 0.47% | −497,522−22.0% | Reduced |
| 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 |