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 |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $13 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 60 | $756 | 0.00% | −1,440−96.0% | Reduced |
| Assetmark, Inc | 62 | $781 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 67 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 148 | $1.87K | 0.00% | +4+2.8% | Added |
| WPG Advisers, LLC | 157 | $1.98K | 0.00% | +6+4.0% | Added |
| Steward Partners Investment Advisory, LLC | 162 | $2.04K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 230 | $2.90K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 370 | $5.00K | 0.00% | +324+704.3% | Added |
| Highline Wealth Partners LLC | 500 | $6.30K | 0.00% | +500 | New |
| Future Financial Wealth Managment LLC | 750 | $9.45K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 903 | $11.4K | 0.00% | +903 | New |
| Sunbelt Securities, Inc. | 1,000 | $12.6K | 0.00% | +1,000 | New |
| CoreCap Advisors, LLC | 1,022 | $12.9K | 0.00% | −3,411−76.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,250 | $15.8K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,269 | $16.0K | 0.00% | −41−3.1% | Reduced |
| EverSource Wealth Advisors, LLC | 1,868 | $23.5K | 0.00% | +633+51.3% | Added |
| BNP Paribas Arbitrage, SA | 1,884 | $23.7K | 0.00% | +1,884 | New |
| US Bancorp | 5,076 | $64.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5,962 | $75.1K | 0.00% | +2,057+52.7% | Added |
| Atlantic Union Bankshares Corp | 7,310 | $92.1K | 0.00% | −5,986−45.0% | Reduced |
| Anfield Capital Management, LLC | 7,911 | $99.7K | 0.03% | +7,911 | New |
| Uhlmann Price Securities, LLC | 11,715 | $147.6K | 0.09% | +329+2.9% | Added |
| Gill Capital Partners, LLC | 11,752 | $148.1K | 0.05% | −903−7.1% | Reduced |
| Oppenheimer & Co Inc | 11,781 | $148.4K | 0.00% | +11,781 | New |
| Herold Advisors, Inc. | 11,874 | $149.8K | 0.03% | +1,369+13.0% | Added |
| Gator Capital Management, LLC | 11,902 | $150.0K | 0.04% | −1,918−13.9% | Reduced |
| 1776 Wealth LLC | 11,944 | $150.5K | 0.06% | −1,200−9.1% | Reduced |
| Creative Planning | 12,155 | $153.2K | 0.00% | +294+2.5% | Added |
| Plotkin Financial Advisors, LLC | 12,938 | $163.0K | 0.08% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,996 | $163.8K | 0.01% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 13,235 | $166.8K | 0.03% | +13,235 | New |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $173.0K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 13,934 | $175.6K | 0.00% | −21−0.2% | Reduced |
| HighTower Advisors, LLC | 14,388 | $181.3K | 0.00% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 15,436 | $194.5K | 0.06% | +3,499+29.3% | Added |
| Rik Saylor Financial, Inc. | 15,457 | $194.8K | 0.14% | +18+0.1% | Added |
| SeaCrest Wealth Management, LLC | 15,971 | $199.6K | 0.02% | +259+1.6% | Added |
| Cresset Asset Management, LLC | 15,938 | $200.8K | 0.00% | +2,100+15.2% | Added |
| Fortitude Advisory Group L.L.C. | 16,066 | $202.4K | 0.11% | +3,565+28.5% | Added |
| Virtu Financial LLC | 16,138 | $203.0K | 0.01% | +16,138 | New |
| PFG Investments, LLC | 16,401 | $206.7K | 0.01% | +16,401 | New |
| Apollon Wealth Management, LLC | 17,355 | $218.7K | 0.00% | +489+2.9% | Added |
| Commonwealth Equity Services, LLC | 17,521 | $221.0K | 0.00% | −12,421−41.5% | Reduced |
| Davenport & Co LLC | 21,708 | $273.5K | 0.00% | +21,708 | New |
| WealthTrust Axiom LLC | 22,914 | $288.7K | 0.08% | 00.0% | Unchanged |
| Atala Financial Inc | 23,270 | $293.2K | 0.19% | 00.0% | Unchanged |
| Stifel Financial Corp | 29,204 | $368.0K | 0.00% | −210,936−87.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 29,778 | $375.2K | 0.01% | +5,784+24.1% | 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 |
| Stephens Inc | 31,643 | $398.7K | 0.01% | +22+0.1% | Added |
| Uncommon Cents Investing LLC | 33,385 | $420.7K | 0.10% | −549−1.6% | Reduced |
| Wedbush Securities Inc | 35,836 | $452.0K | 0.01% | −1,433−3.8% | Reduced |
| Cohen & Steers, Inc. | 37,779 | $476.0K | 0.00% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 37,839 | $476.8K | 0.06% | +2,116+5.9% | Added |
| Comerica Bank | 39,503 | $497.7K | 0.00% | +57+0.1% | Added |
| SRS Capital Advisors, Inc. | 39,545 | $498.3K | 0.01% | +38,945+6,490.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 43,501 | $539.4K | 0.00% | +33+0.1% | Added |
| Strategic Advocates LLC | 46,242 | $582.6K | 0.15% | −36,223−43.9% | Reduced |
| Bramshill Investments, LLC | 47,126 | $593.8K | 0.04% | −1,118−2.3% | Reduced |
| Envestnet Asset Management Inc | 47,572 | $599.4K | 0.00% | +1,358+2.9% | Added |
| Carnegie Lake Advisors LLC | 47,924 | $603.8K | 0.23% | −400−0.8% | Reduced |
| Baird Financial Group, Inc. | 48,336 | $609.0K | 0.00% | +7,100+17.2% | Added |
| Jane Street Group, LLC | 49,629 | $625.3K | 0.00% | +28,979+140.3% | Added |
| GWM Advisors LLC | 49,756 | $626.9K | 0.00% | +2,239+4.7% | Added |
| Rareview Capital LLC | 50,500 | $634.3K | 0.39% | −121,344−70.6% | Reduced |
| Robinson Capital Management, LLC | 52,089 | $656.3K | 0.47% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 54,439 | $685.9K | 0.04% | −263,685−82.9% | Reduced |
| Advisor Group Holdings, Inc. | 57,692 | $723.3K | 0.00% | +8,735+17.8% | Added |
| Shaker Financial Services, LLC | 58,344 | $735.1K | 0.25% | +10,285+21.4% | Added |
| Rockefeller Capital Management L.P. | 63,667 | $802.2K | 0.00% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 73,531 | $926.5K | 0.27% | −95−0.1% | Reduced |
| StoneX Group Inc. | 75,299 | $948.8K | 0.04% | −586−0.8% | Reduced |
| Cetera Investment Advisers | 78,273 | $986.2K | 0.00% | +26,825+52.1% | Added |
| J.W. Cole Advisors, Inc. | 98,448 | $1.24M | 0.02% | +11,397+13.1% | Added |
| Kovack Advisors, Inc. | 110,115 | $1.39M | 0.13% | −1,200−1.1% | Reduced |
| Joseph P. Lucia & Associates, LLC | 111,712 | $1.41M | 0.53% | +661+0.6% | Added |
| Invesco Ltd. | 130,407 | $1.64M | 0.00% | −8,248−5.9% | Reduced |
| Raymond James Financial Inc | 131,936 | $1.66M | 0.00% | +23,812+22.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 140,834 | $1.77M | 0.00% | +46,053+48.6% | Added |
| LPL Financial LLC | 143,351 | $1.81M | 0.00% | +30,343+26.9% | Added |
| Capital Investment Advisors, LLC | 152,702 | $1.92M | 0.03% | −1,518−1.0% | Reduced |
| Advisors Asset Management, Inc. | 176,246 | $2.22M | 0.04% | −105,337−37.4% | Reduced |
| Karpus Management, Inc. | 201,920 | $2.54M | 0.08% | −369,481−64.7% | Reduced |
| Bank of America Corp | 302,517 | $3.81M | 0.00% | −37,881−11.1% | Reduced |
| Polar Asset Management Partners Inc. | 424,203 | $5.34M | 0.11% | +8,052+1.9% | Added |
| Janney Montgomery Scott LLC | 445,362 | $5.61M | 0.01% | +445,362 | New |
| Royal Bank of Canada | 527,002 | $6.64M | 0.00% | +395,350+300.3% | Added |
| Wells Fargo & Company | 530,641 | $6.69M | 0.00% | +275,736+108.2% | Added |
| UBS Group AG | 572,119 | $7.21M | 0.00% | −189,673−24.9% | Reduced |
| Guggenheim Capital LLC | 717,954 | $9.05M | 0.07% | −3,205−0.4% | Reduced |
| Sit Investment Associates Inc | 1,069,302 | $13.5M | 0.27% | −694,001−39.4% | Reduced |
| Penserra Capital Management LLC | 1,124,139 | $14.2M | 0.17% | +765,563+213.5% | Added |
| Morgan Stanley | 1,712,582 | $21.6M | 0.00% | +194,246+12.8% | Added |
| 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 |