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, Q4 2025
Institutional positions in KKR Income Opportunities Fund as of Dec 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
- 95
- +1 vs. Q3 2025
- Shares held
- 10.3M
- −268.7K (−2.5%) vs. Q3 2025
- Total value
- $119.3M
- −$13.6M (−10.2%) vs. Q3 2025
- New holders
- 14
- 37 more added
- Sold out
- 13
- 28 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding KKR Income Opportunities Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,976,253 | $22.9M | 0.00% | +263,671+15.4% | Added |
| Penserra Capital Management LLC | 1,206,826 | $14.0M | 0.17% | +82,687+7.4% | Added |
| Guggenheim Capital LLC | 755,814 | $8.76M | 0.06% | +37,860+5.3% | Added |
| UBS Group AG | 620,374 | $7.19M | 0.00% | +48,255+8.4% | Added |
| Wells Fargo & Company | 571,104 | $6.62M | 0.00% | +40,463+7.6% | Added |
| Janney Montgomery Scott LLC | 450,490 | $5.22M | 0.01% | +5,128+1.2% | Added |
| Bank of America Corp | 314,703 | $3.65M | 0.00% | +12,186+4.0% | Added |
| Shaker Financial Services, LLC | 308,129 | $3.57M | 1.13% | +249,785+428.1% | Added |
| Balyasny Asset Management LLC | 303,000 | $3.51M | 0.01% | +303,000 | New |
| Sit Investment Associates Inc | 288,038 | $3.34M | 0.07% | −781,264−73.1% | Reduced |
| Karpus Management, Inc. | 175,388 | $2.03M | 0.06% | −26,532−13.1% | Reduced |
| Logan Stone Capital, LLC | 168,195 | $1.95M | 0.48% | +168,195 | New |
| Rareview Capital LLC | 149,809 | $1.88M | 1.22% | +99,309+196.7% | Added |
| Kovack Advisors, Inc. | 157,883 | $1.83M | 0.09% | +47,768+43.4% | Added |
| Capital Investment Advisors, LLC | 143,053 | $1.66M | 0.03% | −9,649−6.3% | Reduced |
| Raymond James Financial Inc | 121,099 | $1.40M | 0.00% | −10,837−8.2% | Reduced |
| Royal Bank of Canada | 118,909 | $1.38M | 0.00% | −408,093−77.4% | Reduced |
| LPL Financial LLC | 118,572 | $1.37M | 0.00% | −24,779−17.3% | Reduced |
| Invesco Ltd. | 118,549 | $1.37M | 0.00% | −11,858−9.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 111,870 | $1.30M | 0.00% | −28,964−20.6% | Reduced |
| Jane Street Group, LLC | 109,782 | $1.27M | 0.00% | +60,153+121.2% | Added |
| Joseph P. Lucia & Associates, LLC | 105,417 | $1.22M | 0.44% | −6,295−5.6% | Reduced |
| J.W. Cole Advisors, Inc. | 101,635 | $1.18M | 0.03% | +3,187+3.2% | Added |
| Cetera Investment Advisers | 91,840 | $1.06M | 0.00% | +13,567+17.3% | Added |
| Rivernorth Capital Management, LLC | 91,534 | $1.06M | 0.05% | +91,534 | New |
| Baird Financial Group, Inc. | 90,238 | $1.05M | 0.00% | +41,902+86.7% | Added |
| StoneX Group Inc. | 73,355 | $850.2K | 0.04% | −1,944−2.6% | Reduced |
| Wolverine Asset Management LLC | 70,942 | $822.2K | 0.01% | +70,942 | New |
| Landscape Capital Management, L.L.C. | 65,131 | $754.9K | 0.05% | +10,692+19.6% | Added |
| Rockefeller Capital Management L.P. | 63,667 | $737.9K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 63,610 | $737.2K | 0.01% | −112,636−63.9% | Reduced |
| Virtus Investment Advisers, Inc. | 56,409 | $653.8K | 0.18% | −17,122−23.3% | Reduced |
| Robinson Capital Management, LLC | 52,154 | $604.5K | 0.25% | +65+0.1% | Added |
| GWM Advisors LLC | 49,514 | $573.9K | 0.00% | −242−0.5% | Reduced |
| Envestnet Asset Management Inc | 48,407 | $561.0K | 0.00% | +835+1.8% | Added |
| Bramshill Investments, LLC | 47,436 | $549.8K | 0.03% | +310+0.7% | Added |
| TrueMark Investments, LLC | 45,255 | $524.5K | 0.10% | +45,255 | New |
| Wedbush Securities Inc | 43,891 | $509.0K | 0.01% | +8,055+22.5% | Added |
| Carnegie Lake Advisors LLC | 43,624 | $505.6K | 0.19% | −4,300−9.0% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 42,948 | $500.3K | 0.00% | −553−1.3% | Reduced |
| Comerica Bank | 39,715 | $460.3K | 0.00% | +212+0.5% | Added |
| Aviance Capital Partners, LLC | 39,499 | $457.8K | 0.05% | +1,660+4.4% | Added |
| Strategic Advocates LLC | 38,847 | $450.6K | 0.12% | −7,395−16.0% | Reduced |
| Cohen & Steers, Inc. | 37,779 | $438.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 37,477 | $434.4K | 0.01% | −2,068−5.2% | Reduced |
| Stephens Inc | 36,668 | $425.0K | 0.01% | +5,025+15.9% | Added |
| Advisor Group Holdings, Inc. | 35,488 | $411.3K | 0.00% | −22,204−38.5% | Reduced |
| Uncommon Cents Investing LLC | 33,385 | $386.9K | 0.09% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 30,841 | $357.4K | 0.00% | +841+2.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 29,292 | $339.5K | 0.01% | −486−1.6% | Reduced |
| WealthTrust Axiom LLC | 22,198 | $257.3K | 0.07% | −716−3.1% | Reduced |
| Apollon Wealth Management, LLC | 19,629 | $227.5K | 0.00% | +2,274+13.1% | Added |
| Stifel Financial Corp | 18,103 | $209.8K | 0.00% | −11,101−38.0% | Reduced |
| Commonwealth Equity Services, LLC | 17,708 | $205.2K | 0.00% | +187+1.1% | Added |
| HRT Financial LP | 16,788 | $194.0K | 0.00% | +16,788 | New |
| SeaCrest Wealth Management, LLC | 16,378 | $190.6K | 0.02% | +407+2.5% | Added |
| Fortitude Advisory Group L.L.C. | 16,066 | $186.2K | 0.08% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 15,938 | $184.7K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 15,894 | $184.0K | 0.01% | −244−1.5% | Reduced |
| Rik Saylor Financial, Inc. | 15,625 | $181.1K | 0.13% | +168+1.1% | Added |
| Citadel Advisors LLC | 14,703 | $170.4K | 0.00% | +14,703 | New |
| Concurrent Investment Advisors, LLC | 14,029 | $162.6K | 0.00% | +95+0.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $159.1K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 13,701 | $158.8K | 0.00% | +13,701 | New |
| BlackRock, Inc. | 13,654 | $158.3K | 0.00% | +13,654 | New |
| HighTower Advisors, LLC | 12,742 | $147.7K | 0.00% | −1,646−11.4% | Reduced |
| Uhlmann Price Securities, LLC | 12,079 | $140.0K | 0.08% | +364+3.1% | Added |
| Herold Advisors, Inc. | 11,877 | $137.7K | 0.03% | +30.0% | Added |
| Gill Capital Partners, LLC | 11,310 | $131.1K | 0.04% | −442−3.8% | Reduced |
| Gator Capital Management, LLC | 11,102 | $128.7K | 0.03% | −800−6.7% | Reduced |
| Oppenheimer & Co Inc | 10,964 | $127.1K | 0.00% | −817−6.9% | Reduced |
| National Asset Management, Inc. | 10,576 | $122.6K | 0.01% | +10,576 | New |
| Marex Group plc | 10,102 | $117.1K | 0.00% | +10,102 | New |
| Anfield Capital Management, LLC | 7,911 | $91.7K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 7,579 | $87.8K | 0.00% | +7,579 | New |
| AdvisorNet Financial, Inc | 6,455 | $74.8K | 0.00% | +493+8.3% | Added |
| Ronald Blue Trust, Inc. | 6,345 | $73.5K | 0.00% | +6,285+10,475.0% | Added |
| US Bancorp | 5,076 | $58.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 2,971 | $34.4K | 0.00% | +1,103+59.0% | Added |
| Atlantic Union Bankshares Corp | 2,407 | $27.9K | 0.00% | −4,903−67.1% | Reduced |
| BNP Paribas Arbitrage, SA | 2,198 | $25.5K | 0.00% | +314+16.7% | Added |
| Global Retirement Partners, LLC | 1,546 | $17.9K | 0.00% | +1,546 | New |
| Sunbelt Securities, Inc. | 1,000 | $11.6K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 903 | $10.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 775 | $8.98K | 0.00% | −247−24.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 763 | $8.84K | 0.00% | +763 | New |
| CWM, LLC | 673 | $8.00K | 0.00% | +303+81.9% | Added |
| Highline Wealth Partners LLC | 500 | $5.79K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 230 | $2.67K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 185 | $2.14K | 0.00% | +28+17.8% | Added |
| Steward Partners Investment Advisory, LLC | 162 | $1.88K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 153 | $1.77K | 0.00% | +5+3.4% | Added |
| TSFG, LLC | 67 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 62 | $719 | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −424,203−100.0% | Sold out |
| Vanguard Capital Wealth Advisors | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Atala Financial Inc | 0 | $0 | 0.00% | −23,270−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −21,708−100.0% | Sold out |
| PFG Investments, LLC | 0 | $0 | 0.00% | −16,401−100.0% | Sold out |