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, Q3 2025
Institutional positions in KKR Income Opportunities Fund as of Sep 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
- +1 vs. Q2 2025
- Shares held
- 10.6M
- −453.2K (−4.1%) vs. Q2 2025
- Total value
- $133.0M
- −$5.28M (−3.8%) vs. Q2 2025
- New holders
- 11
- 37 more added
- Sold out
- 10
- 29 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding KKR Income Opportunities Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,712,582 | $21.6M | 0.00% | +194,246+12.8% | Added |
| Penserra Capital Management LLC | 1,124,139 | $14.2M | 0.17% | +765,563+213.5% | Added |
| Sit Investment Associates Inc | 1,069,302 | $13.5M | 0.27% | −694,001−39.4% | Reduced |
| Guggenheim Capital LLC | 717,954 | $9.05M | 0.07% | −3,205−0.4% | Reduced |
| UBS Group AG | 572,119 | $7.21M | 0.00% | −189,673−24.9% | Reduced |
| Wells Fargo & Company | 530,641 | $6.69M | 0.00% | +275,736+108.2% | Added |
| Royal Bank of Canada | 527,002 | $6.64M | 0.00% | +395,350+300.3% | Added |
| Janney Montgomery Scott LLC | 445,362 | $5.61M | 0.01% | +445,362 | New |
| Polar Asset Management Partners Inc. | 424,203 | $5.34M | 0.11% | +8,052+1.9% | Added |
| Bank of America Corp | 302,517 | $3.81M | 0.00% | −37,881−11.1% | Reduced |
| Karpus Management, Inc. | 201,920 | $2.54M | 0.08% | −369,481−64.7% | Reduced |
| Advisors Asset Management, Inc. | 176,246 | $2.22M | 0.04% | −105,337−37.4% | Reduced |
| Capital Investment Advisors, LLC | 152,702 | $1.92M | 0.03% | −1,518−1.0% | Reduced |
| LPL Financial LLC | 143,351 | $1.81M | 0.00% | +30,343+26.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 140,834 | $1.77M | 0.00% | +46,053+48.6% | Added |
| Raymond James Financial Inc | 131,936 | $1.66M | 0.00% | +23,812+22.0% | Added |
| Invesco Ltd. | 130,407 | $1.64M | 0.00% | −8,248−5.9% | Reduced |
| Joseph P. Lucia & Associates, LLC | 111,712 | $1.41M | 0.53% | +661+0.6% | Added |
| Kovack Advisors, Inc. | 110,115 | $1.39M | 0.13% | −1,200−1.1% | Reduced |
| J.W. Cole Advisors, Inc. | 98,448 | $1.24M | 0.02% | +11,397+13.1% | Added |
| Cetera Investment Advisers | 78,273 | $986.2K | 0.00% | +26,825+52.1% | Added |
| StoneX Group Inc. | 75,299 | $948.8K | 0.04% | −586−0.8% | Reduced |
| Virtus Investment Advisers, Inc. | 73,531 | $926.5K | 0.27% | −95−0.1% | Reduced |
| Rockefeller Capital Management L.P. | 63,667 | $802.2K | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 58,344 | $735.1K | 0.25% | +10,285+21.4% | Added |
| Advisor Group Holdings, Inc. | 57,692 | $723.3K | 0.00% | +8,735+17.8% | Added |
| Landscape Capital Management, L.L.C. | 54,439 | $685.9K | 0.04% | −263,685−82.9% | Reduced |
| Robinson Capital Management, LLC | 52,089 | $656.3K | 0.47% | 00.0% | Unchanged |
| Rareview Capital LLC | 50,500 | $634.3K | 0.39% | −121,344−70.6% | Reduced |
| GWM Advisors LLC | 49,756 | $626.9K | 0.00% | +2,239+4.7% | Added |
| Jane Street Group, LLC | 49,629 | $625.3K | 0.00% | +28,979+140.3% | Added |
| Baird Financial Group, Inc. | 48,336 | $609.0K | 0.00% | +7,100+17.2% | Added |
| Carnegie Lake Advisors LLC | 47,924 | $603.8K | 0.23% | −400−0.8% | Reduced |
| Envestnet Asset Management Inc | 47,572 | $599.4K | 0.00% | +1,358+2.9% | Added |
| Bramshill Investments, LLC | 47,126 | $593.8K | 0.04% | −1,118−2.3% | Reduced |
| Strategic Advocates LLC | 46,242 | $582.6K | 0.15% | −36,223−43.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 43,501 | $539.4K | 0.00% | +33+0.1% | Added |
| SRS Capital Advisors, Inc. | 39,545 | $498.3K | 0.01% | +38,945+6,490.8% | Added |
| Comerica Bank | 39,503 | $497.7K | 0.00% | +57+0.1% | Added |
| Aviance Capital Partners, LLC | 37,839 | $476.8K | 0.06% | +2,116+5.9% | Added |
| Cohen & Steers, Inc. | 37,779 | $476.0K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 35,836 | $452.0K | 0.01% | −1,433−3.8% | Reduced |
| Uncommon Cents Investing LLC | 33,385 | $420.7K | 0.10% | −549−1.6% | Reduced |
| Stephens Inc | 31,643 | $398.7K | 0.01% | +22+0.1% | Added |
| CI Private Wealth, LLC | 30,000 | $378.0K | 0.00% | −841−2.7% | Reduced |
| Vanguard Capital Wealth Advisors | 30,000 | $378.0K | 0.30% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 29,778 | $375.2K | 0.01% | +5,784+24.1% | Added |
| Stifel Financial Corp | 29,204 | $368.0K | 0.00% | −210,936−87.8% | Reduced |
| Atala Financial Inc | 23,270 | $293.2K | 0.19% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 22,914 | $288.7K | 0.08% | 00.0% | Unchanged |
| Davenport & Co LLC | 21,708 | $273.5K | 0.00% | +21,708 | New |
| Commonwealth Equity Services, LLC | 17,521 | $221.0K | 0.00% | −12,421−41.5% | Reduced |
| Apollon Wealth Management, LLC | 17,355 | $218.7K | 0.00% | +489+2.9% | Added |
| PFG Investments, LLC | 16,401 | $206.7K | 0.01% | +16,401 | New |
| Virtu Financial LLC | 16,138 | $203.0K | 0.01% | +16,138 | New |
| Fortitude Advisory Group L.L.C. | 16,066 | $202.4K | 0.11% | +3,565+28.5% | Added |
| Cresset Asset Management, LLC | 15,938 | $200.8K | 0.00% | +2,100+15.2% | Added |
| SeaCrest Wealth Management, LLC | 15,971 | $199.6K | 0.02% | +259+1.6% | Added |
| Rik Saylor Financial, Inc. | 15,457 | $194.8K | 0.14% | +18+0.1% | Added |
| Verity Asset Management, Inc. | 15,436 | $194.5K | 0.06% | +3,499+29.3% | Added |
| HighTower Advisors, LLC | 14,388 | $181.3K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 13,934 | $175.6K | 0.00% | −21−0.2% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $173.0K | 0.02% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 13,235 | $166.8K | 0.03% | +13,235 | New |
| Wetherby Asset Management Inc | 12,996 | $163.8K | 0.01% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 12,938 | $163.0K | 0.08% | 00.0% | Unchanged |
| Creative Planning | 12,155 | $153.2K | 0.00% | +294+2.5% | Added |
| 1776 Wealth LLC | 11,944 | $150.5K | 0.06% | −1,200−9.1% | Reduced |
| Gator Capital Management, LLC | 11,902 | $150.0K | 0.04% | −1,918−13.9% | Reduced |
| Herold Advisors, Inc. | 11,874 | $149.8K | 0.03% | +1,369+13.0% | Added |
| Oppenheimer & Co Inc | 11,781 | $148.4K | 0.00% | +11,781 | New |
| Gill Capital Partners, LLC | 11,752 | $148.1K | 0.05% | −903−7.1% | Reduced |
| Uhlmann Price Securities, LLC | 11,715 | $147.6K | 0.09% | +329+2.9% | Added |
| Anfield Capital Management, LLC | 7,911 | $99.7K | 0.03% | +7,911 | New |
| Atlantic Union Bankshares Corp | 7,310 | $92.1K | 0.00% | −5,986−45.0% | Reduced |
| AdvisorNet Financial, Inc | 5,962 | $75.1K | 0.00% | +2,057+52.7% | Added |
| US Bancorp | 5,076 | $64.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,884 | $23.7K | 0.00% | +1,884 | New |
| EverSource Wealth Advisors, LLC | 1,868 | $23.5K | 0.00% | +633+51.3% | Added |
| Jones Financial Companies LLLP | 1,269 | $16.0K | 0.00% | −41−3.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,250 | $15.8K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,022 | $12.9K | 0.00% | −3,411−76.9% | Reduced |
| Sunbelt Securities, Inc. | 1,000 | $12.6K | 0.00% | +1,000 | New |
| Global Wealth Strategies & Associates | 903 | $11.4K | 0.00% | +903 | New |
| Future Financial Wealth Managment LLC | 750 | $9.45K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 500 | $6.30K | 0.00% | +500 | New |
| CWM, LLC | 370 | $5.00K | 0.00% | +324+704.3% | Added |
| JPMorgan Chase & Co | 230 | $2.90K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 162 | $2.04K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 157 | $1.98K | 0.00% | +6+4.0% | Added |
| Mountain Hill Investment Partners Corp. | 148 | $1.87K | 0.00% | +4+2.8% | Added |
| TSFG, LLC | 67 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 62 | $781 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 60 | $756 | 0.00% | −1,440−96.0% | Reduced |
| Citigroup Inc | 1 | $13 | 0.00% | 00.0% | Unchanged |
| 1607 Capital Partners, LLC | 0 | $0 | 0.00% | −575,652−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −107,639−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −51,102−100.0% | Sold out |
| Summit X, LLC | 0 | $0 | 0.00% | −42,476−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −20,851−100.0% | Sold out |