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 |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 62 | $719 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 67 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 153 | $1.77K | 0.00% | +5+3.4% | Added |
| Steward Partners Investment Advisory, LLC | 162 | $1.88K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 185 | $2.14K | 0.00% | +28+17.8% | Added |
| JPMorgan Chase & Co | 230 | $2.67K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 500 | $5.79K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 673 | $8.00K | 0.00% | +303+81.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 763 | $8.84K | 0.00% | +763 | New |
| CoreCap Advisors, LLC | 775 | $8.98K | 0.00% | −247−24.2% | Reduced |
| Global Wealth Strategies & Associates | 903 | $10.5K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,000 | $11.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,546 | $17.9K | 0.00% | +1,546 | New |
| BNP Paribas Arbitrage, SA | 2,198 | $25.5K | 0.00% | +314+16.7% | Added |
| Atlantic Union Bankshares Corp | 2,407 | $27.9K | 0.00% | −4,903−67.1% | Reduced |
| EverSource Wealth Advisors, LLC | 2,971 | $34.4K | 0.00% | +1,103+59.0% | Added |
| US Bancorp | 5,076 | $58.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 6,345 | $73.5K | 0.00% | +6,285+10,475.0% | Added |
| AdvisorNet Financial, Inc | 6,455 | $74.8K | 0.00% | +493+8.3% | Added |
| Kestra Advisory Services, LLC | 7,579 | $87.8K | 0.00% | +7,579 | New |
| Anfield Capital Management, LLC | 7,911 | $91.7K | 0.03% | 00.0% | Unchanged |
| Marex Group plc | 10,102 | $117.1K | 0.00% | +10,102 | New |
| National Asset Management, Inc. | 10,576 | $122.6K | 0.01% | +10,576 | New |
| Oppenheimer & Co Inc | 10,964 | $127.1K | 0.00% | −817−6.9% | Reduced |
| Gator Capital Management, LLC | 11,102 | $128.7K | 0.03% | −800−6.7% | Reduced |
| Gill Capital Partners, LLC | 11,310 | $131.1K | 0.04% | −442−3.8% | Reduced |
| Herold Advisors, Inc. | 11,877 | $137.7K | 0.03% | +30.0% | Added |
| Uhlmann Price Securities, LLC | 12,079 | $140.0K | 0.08% | +364+3.1% | Added |
| HighTower Advisors, LLC | 12,742 | $147.7K | 0.00% | −1,646−11.4% | Reduced |
| BlackRock, Inc. | 13,654 | $158.3K | 0.00% | +13,654 | New |
| XTX Topco Ltd | 13,701 | $158.8K | 0.00% | +13,701 | New |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $159.1K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 14,029 | $162.6K | 0.00% | +95+0.7% | Added |
| Citadel Advisors LLC | 14,703 | $170.4K | 0.00% | +14,703 | New |
| Rik Saylor Financial, Inc. | 15,625 | $181.1K | 0.13% | +168+1.1% | Added |
| Virtu Financial LLC | 15,894 | $184.0K | 0.01% | −244−1.5% | Reduced |
| Cresset Asset Management, LLC | 15,938 | $184.7K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 16,066 | $186.2K | 0.08% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 16,378 | $190.6K | 0.02% | +407+2.5% | Added |
| HRT Financial LP | 16,788 | $194.0K | 0.00% | +16,788 | New |
| Commonwealth Equity Services, LLC | 17,708 | $205.2K | 0.00% | +187+1.1% | Added |
| Stifel Financial Corp | 18,103 | $209.8K | 0.00% | −11,101−38.0% | Reduced |
| Apollon Wealth Management, LLC | 19,629 | $227.5K | 0.00% | +2,274+13.1% | Added |
| WealthTrust Axiom LLC | 22,198 | $257.3K | 0.07% | −716−3.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 29,292 | $339.5K | 0.01% | −486−1.6% | Reduced |
| CI Private Wealth, LLC | 30,841 | $357.4K | 0.00% | +841+2.8% | Added |
| Uncommon Cents Investing LLC | 33,385 | $386.9K | 0.09% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 35,488 | $411.3K | 0.00% | −22,204−38.5% | Reduced |
| Stephens Inc | 36,668 | $425.0K | 0.01% | +5,025+15.9% | Added |
| SRS Capital Advisors, Inc. | 37,477 | $434.4K | 0.01% | −2,068−5.2% | Reduced |
| Cohen & Steers, Inc. | 37,779 | $438.0K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 38,847 | $450.6K | 0.12% | −7,395−16.0% | Reduced |
| Aviance Capital Partners, LLC | 39,499 | $457.8K | 0.05% | +1,660+4.4% | Added |
| Comerica Bank | 39,715 | $460.3K | 0.00% | +212+0.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 42,948 | $500.3K | 0.00% | −553−1.3% | Reduced |
| Carnegie Lake Advisors LLC | 43,624 | $505.6K | 0.19% | −4,300−9.0% | Reduced |
| Wedbush Securities Inc | 43,891 | $509.0K | 0.01% | +8,055+22.5% | Added |
| TrueMark Investments, LLC | 45,255 | $524.5K | 0.10% | +45,255 | New |
| Bramshill Investments, LLC | 47,436 | $549.8K | 0.03% | +310+0.7% | Added |
| Envestnet Asset Management Inc | 48,407 | $561.0K | 0.00% | +835+1.8% | Added |
| GWM Advisors LLC | 49,514 | $573.9K | 0.00% | −242−0.5% | Reduced |
| Robinson Capital Management, LLC | 52,154 | $604.5K | 0.25% | +65+0.1% | Added |
| Virtus Investment Advisers, Inc. | 56,409 | $653.8K | 0.18% | −17,122−23.3% | Reduced |
| Advisors Asset Management, Inc. | 63,610 | $737.2K | 0.01% | −112,636−63.9% | Reduced |
| Rockefeller Capital Management L.P. | 63,667 | $737.9K | 0.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 65,131 | $754.9K | 0.05% | +10,692+19.6% | Added |
| Wolverine Asset Management LLC | 70,942 | $822.2K | 0.01% | +70,942 | New |
| StoneX Group Inc. | 73,355 | $850.2K | 0.04% | −1,944−2.6% | Reduced |
| Baird Financial Group, Inc. | 90,238 | $1.05M | 0.00% | +41,902+86.7% | Added |
| Rivernorth Capital Management, LLC | 91,534 | $1.06M | 0.05% | +91,534 | New |
| Cetera Investment Advisers | 91,840 | $1.06M | 0.00% | +13,567+17.3% | Added |
| J.W. Cole Advisors, Inc. | 101,635 | $1.18M | 0.03% | +3,187+3.2% | Added |
| Joseph P. Lucia & Associates, LLC | 105,417 | $1.22M | 0.44% | −6,295−5.6% | Reduced |
| Jane Street Group, LLC | 109,782 | $1.27M | 0.00% | +60,153+121.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 111,870 | $1.30M | 0.00% | −28,964−20.6% | Reduced |
| Invesco Ltd. | 118,549 | $1.37M | 0.00% | −11,858−9.1% | Reduced |
| LPL Financial LLC | 118,572 | $1.37M | 0.00% | −24,779−17.3% | Reduced |
| Royal Bank of Canada | 118,909 | $1.38M | 0.00% | −408,093−77.4% | Reduced |
| Raymond James Financial Inc | 121,099 | $1.40M | 0.00% | −10,837−8.2% | Reduced |
| Capital Investment Advisors, LLC | 143,053 | $1.66M | 0.03% | −9,649−6.3% | Reduced |
| Kovack Advisors, Inc. | 157,883 | $1.83M | 0.09% | +47,768+43.4% | Added |
| Rareview Capital LLC | 149,809 | $1.88M | 1.22% | +99,309+196.7% | Added |
| Logan Stone Capital, LLC | 168,195 | $1.95M | 0.48% | +168,195 | New |
| Karpus Management, Inc. | 175,388 | $2.03M | 0.06% | −26,532−13.1% | Reduced |
| Sit Investment Associates Inc | 288,038 | $3.34M | 0.07% | −781,264−73.1% | Reduced |
| Balyasny Asset Management LLC | 303,000 | $3.51M | 0.01% | +303,000 | New |
| Shaker Financial Services, LLC | 308,129 | $3.57M | 1.13% | +249,785+428.1% | Added |
| Bank of America Corp | 314,703 | $3.65M | 0.00% | +12,186+4.0% | Added |
| Janney Montgomery Scott LLC | 450,490 | $5.22M | 0.01% | +5,128+1.2% | Added |
| Wells Fargo & Company | 571,104 | $6.62M | 0.00% | +40,463+7.6% | Added |
| UBS Group AG | 620,374 | $7.19M | 0.00% | +48,255+8.4% | Added |
| Guggenheim Capital LLC | 755,814 | $8.76M | 0.06% | +37,860+5.3% | Added |
| Penserra Capital Management LLC | 1,206,826 | $14.0M | 0.17% | +82,687+7.4% | Added |
| Morgan Stanley | 1,976,253 | $22.9M | 0.00% | +263,671+15.4% | Added |
| 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 |