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, Q1 2026
Institutional positions in KKR Income Opportunities Fund as of Mar 31, 2026. 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
- 94
- +1 vs. Q4 2025
- Shares held
- 10.4M
- +197.9K (+1.9%) vs. Q4 2025
- Total value
- $114.7M
- −$4.04M (−3.4%) vs. Q4 2025
- New holders
- 14
- 26 more added
- Sold out
- 13
- 36 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding KKR Income Opportunities Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,745,407 | $30.2M | 0.00% | +769,154+38.9% | Added |
| Penserra Capital Management LLC | 1,117,298 | $12.3M | 0.14% | −89,528−7.4% | Reduced |
| Guggenheim Capital LLC | 793,562 | $8.73M | 0.07% | +37,748+5.0% | Added |
| UBS Group AG | 660,462 | $7.27M | 0.00% | +40,088+6.5% | Added |
| Wells Fargo & Company | 583,146 | $6.41M | 0.00% | +12,042+2.1% | Added |
| Janney Montgomery Scott LLC | 469,778 | $5.17M | 0.01% | +19,288+4.3% | Added |
| Bank of America Corp | 341,918 | $3.76M | 0.00% | +27,215+8.6% | Added |
| Shaker Financial Services, LLC | 315,638 | $3.47M | 1.21% | +7,509+2.4% | Added |
| Logan Stone Capital, LLC | 246,200 | $2.71M | 0.75% | +78,005+46.4% | Added |
| LPL Financial LLC | 212,945 | $2.34M | 0.00% | +94,373+79.6% | Added |
| Rareview Capital LLC | 180,612 | $2.27M | 1.33% | +30,803+20.6% | Added |
| Karpus Management, Inc. | 168,693 | $1.86M | 0.06% | −6,695−3.8% | Reduced |
| Invesco Ltd. | 153,124 | $1.68M | 0.00% | +34,575+29.2% | Added |
| Significant Wealth Partners LLC | 141,149 | $1.55M | 1.91% | +141,149 | New |
| Capital Investment Advisors, LLC | 140,325 | $1.54M | 0.02% | −2,728−1.9% | Reduced |
| Kovack Advisors, Inc. | 135,026 | $1.48M | 0.08% | −22,857−14.5% | Reduced |
| Raymond James Financial Inc | 116,691 | $1.28M | 0.00% | −4,408−3.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 111,203 | $1.22M | 0.00% | −667−0.6% | Reduced |
| Joseph P. Lucia & Associates, LLC | 99,034 | $1.09M | 0.39% | −6,383−6.1% | Reduced |
| Cetera Investment Advisers | 96,405 | $1.06M | 0.00% | +4,565+5.0% | Added |
| Cohen & Steers, Inc. | 87,779 | $966.0K | 0.00% | +50,000+132.3% | Added |
| Baird Financial Group, Inc. | 83,144 | $914.6K | 0.00% | −7,094−7.9% | Reduced |
| Sit Investment Associates Inc | 80,300 | $883.0K | 0.02% | −207,738−72.1% | Reduced |
| Royal Bank of Canada | 76,943 | $846.0K | 0.00% | −41,966−35.3% | Reduced |
| Balyasny Asset Management LLC | 76,042 | $836.5K | 0.00% | −226,958−74.9% | Reduced |
| Wolverine Asset Management LLC | 75,056 | $825.6K | 0.01% | +4,114+5.8% | Added |
| Rockefeller Capital Management L.P. | 65,910 | $725.0K | 0.00% | +2,243+3.5% | Added |
| Robinson Capital Management, LLC | 52,154 | $589.9K | 0.26% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 51,222 | $563.4K | 0.00% | +2,815+5.8% | Added |
| Virtus Investment Advisers, Inc. | 48,573 | $534.3K | 0.15% | −7,836−13.9% | Reduced |
| GWM Advisors LLC | 48,470 | $533.2K | 0.00% | −1,044−2.1% | Reduced |
| Bramshill Investments, LLC | 47,137 | $518.5K | 0.04% | −299−0.6% | Reduced |
| PFG Investments, LLC | 44,264 | $486.9K | 0.02% | +44,264 | New |
| Carnegie Lake Advisors LLC | 43,124 | $474.4K | 0.19% | −500−1.1% | Reduced |
| Wedbush Securities Inc | 43,103 | $474.0K | 0.01% | −788−1.8% | Reduced |
| Aviance Capital Partners, LLC | 39,986 | $439.8K | 0.05% | +487+1.2% | Added |
| Fifth Third Bancorp | 39,792 | $437.7K | 0.00% | +39,792 | New |
| Stephens Inc | 36,695 | $403.6K | 0.01% | +27+0.1% | Added |
| Uncommon Cents Investing LLC | 33,085 | $363.9K | 0.08% | −300−0.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 27,840 | $306.2K | 0.01% | −1,452−5.0% | Reduced |
| Advisor Group Holdings, Inc. | 25,964 | $285.6K | 0.00% | −9,524−26.8% | Reduced |
| Total Wealth Planning & Management, Inc. | 25,654 | $282.2K | 0.22% | +25,654 | New |
| Equitable Holdings, Inc. | 21,453 | $248.6K | 0.00% | +21,453 | New |
| WealthTrust Axiom LLC | 21,953 | $241.5K | 0.06% | −245−1.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 20,853 | $225.6K | 0.00% | −22,095−51.4% | Reduced |
| Apollon Wealth Management, LLC | 19,629 | $215.9K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 18,103 | $199.1K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 17,629 | $193.9K | 0.00% | −79−0.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 16,066 | $176.7K | 0.08% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 15,938 | $175.3K | 0.00% | 00.0% | Unchanged |
| Rik Saylor Financial, Inc. | 15,832 | $174.2K | 0.13% | +207+1.3% | Added |
| SeaCrest Wealth Management, LLC | 15,307 | $168.4K | 0.02% | −1,071−6.5% | Reduced |
| Nomura Holdings Inc | 15,000 | $165.0K | 0.00% | +15,000 | New |
| BlackRock, Inc. | 13,879 | $152.7K | 0.00% | +225+1.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $151.0K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 13,464 | $148.1K | 0.00% | −565−4.0% | Reduced |
| Cooper/Haims Advisors, LLC | 13,306 | $146.4K | 0.07% | +13,306 | New |
| Plotkin Financial Advisors, LLC | 12,938 | $142.3K | 0.07% | +12,938 | New |
| HighTower Advisors, LLC | 12,742 | $140.2K | 0.00% | 00.0% | Unchanged |
| Uhlmann Price Securities, LLC | 12,473 | $137.2K | 0.01% | +394+3.3% | Added |
| Herold Advisors, Inc. | 12,018 | $132.2K | 0.03% | +141+1.2% | Added |
| Jane Street Group, LLC | 11,764 | $129.4K | 0.00% | −98,018−89.3% | Reduced |
| Gill Capital Partners, LLC | 11,125 | $122.4K | 0.04% | −185−1.6% | Reduced |
| Gator Capital Management, LLC | 11,102 | $122.1K | 0.03% | 00.0% | Unchanged |
| Integrity Advisory Solutions, LLC | 10,344 | $113.8K | 0.02% | +10,344 | New |
| Allspring Global Investments Holdings, LLC | 10,162 | $111.8K | 0.00% | +10,162 | New |
| Oppenheimer & Co Inc | 10,090 | $111.0K | 0.00% | −874−8.0% | Reduced |
| National Asset Management, Inc. | 10,090 | $107.6K | 0.01% | −486−4.6% | Reduced |
| Anfield Capital Management, LLC | 7,911 | $87.0K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 6,285 | $69.1K | 0.00% | −60−0.9% | Reduced |
| AdvisorNet Financial, Inc | 5,372 | $59.1K | 0.00% | −1,083−16.8% | Reduced |
| US Bancorp | 5,076 | $55.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5,000 | $55.0K | 0.00% | −32,477−86.7% | Reduced |
| EverSource Wealth Advisors, LLC | 2,971 | $32.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,753 | $30.3K | 0.00% | +2,753 | New |
| BNP Paribas Arbitrage, SA | 2,198 | $24.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,305 | $14.4K | 0.00% | −1,102−45.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,083 | $11.9K | 0.00% | +320+41.9% | Added |
| Global Wealth Strategies & Associates | 903 | $9.93K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 30,841 | $9.58K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 800 | $8.80K | 0.00% | +800 | New |
| CWM, LLC | 680 | $7.48K | 0.00% | +7+1.0% | Added |
| WPG Advisers, LLC | 422 | $4.64K | 0.00% | +237+128.1% | Added |
| CoreCap Advisors, LLC | 406 | $4.47K | 0.00% | −369−47.6% | Reduced |
| Osbon Capital Management LLC | 308 | $3.39K | 0.00% | +308 | New |
| Highline Wealth Partners LLC | 250 | $2.75K | 0.00% | −250−50.0% | Reduced |
| JPMorgan Chase & Co | 230 | $2.45K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 162 | $1.78K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 158 | $1.74K | 0.00% | +5+3.3% | Added |
| Strategic Advocates LLC | 135 | $1.49K | 0.01% | −38,712−99.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 114 | $1.25K | 0.00% | +114 | New |
| TSFG, LLC | 67 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 16 | $176 | 0.00% | −46−74.2% | Reduced |
| Citigroup Inc | 1 | $11 | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −101,635−100.0% | Sold out |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −91,534−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −73,355−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −65,131−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −63,610−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −45,255−100.0% | Sold out |