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 |
|---|---|---|---|---|---|
| Citigroup Inc | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 16 | $176 | 0.00% | −46−74.2% | Reduced |
| TSFG, LLC | 67 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 114 | $1.25K | 0.00% | +114 | New |
| Strategic Advocates LLC | 135 | $1.49K | 0.01% | −38,712−99.7% | Reduced |
| Mountain Hill Investment Partners Corp. | 158 | $1.74K | 0.00% | +5+3.3% | Added |
| Steward Partners Investment Advisory, LLC | 162 | $1.78K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 230 | $2.45K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 250 | $2.75K | 0.00% | −250−50.0% | Reduced |
| Osbon Capital Management LLC | 308 | $3.39K | 0.00% | +308 | New |
| CoreCap Advisors, LLC | 406 | $4.47K | 0.00% | −369−47.6% | Reduced |
| WPG Advisers, LLC | 422 | $4.64K | 0.00% | +237+128.1% | Added |
| CWM, LLC | 680 | $7.48K | 0.00% | +7+1.0% | Added |
| Noble Wealth Management PBC | 800 | $8.80K | 0.00% | +800 | New |
| CI Private Wealth, LLC | 30,841 | $9.58K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 903 | $9.93K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,083 | $11.9K | 0.00% | +320+41.9% | Added |
| Atlantic Union Bankshares Corp | 1,305 | $14.4K | 0.00% | −1,102−45.8% | Reduced |
| BNP Paribas Arbitrage, SA | 2,198 | $24.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,753 | $30.3K | 0.00% | +2,753 | New |
| EverSource Wealth Advisors, LLC | 2,971 | $32.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5,000 | $55.0K | 0.00% | −32,477−86.7% | Reduced |
| US Bancorp | 5,076 | $55.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5,372 | $59.1K | 0.00% | −1,083−16.8% | Reduced |
| Ronald Blue Trust, Inc. | 6,285 | $69.1K | 0.00% | −60−0.9% | Reduced |
| Anfield Capital Management, LLC | 7,911 | $87.0K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,090 | $107.6K | 0.01% | −486−4.6% | Reduced |
| Oppenheimer & Co Inc | 10,090 | $111.0K | 0.00% | −874−8.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 10,162 | $111.8K | 0.00% | +10,162 | New |
| Integrity Advisory Solutions, LLC | 10,344 | $113.8K | 0.02% | +10,344 | New |
| Gator Capital Management, LLC | 11,102 | $122.1K | 0.03% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 11,125 | $122.4K | 0.04% | −185−1.6% | Reduced |
| Jane Street Group, LLC | 11,764 | $129.4K | 0.00% | −98,018−89.3% | Reduced |
| Herold Advisors, Inc. | 12,018 | $132.2K | 0.03% | +141+1.2% | Added |
| Uhlmann Price Securities, LLC | 12,473 | $137.2K | 0.01% | +394+3.3% | Added |
| HighTower Advisors, LLC | 12,742 | $140.2K | 0.00% | 00.0% | Unchanged |
| Plotkin Financial Advisors, LLC | 12,938 | $142.3K | 0.07% | +12,938 | New |
| Cooper/Haims Advisors, LLC | 13,306 | $146.4K | 0.07% | +13,306 | New |
| Concurrent Investment Advisors, LLC | 13,464 | $148.1K | 0.00% | −565−4.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 13,728 | $151.0K | 0.02% | 00.0% | Unchanged |
| BlackRock, Inc. | 13,879 | $152.7K | 0.00% | +225+1.6% | Added |
| Nomura Holdings Inc | 15,000 | $165.0K | 0.00% | +15,000 | New |
| SeaCrest Wealth Management, LLC | 15,307 | $168.4K | 0.02% | −1,071−6.5% | Reduced |
| Rik Saylor Financial, Inc. | 15,832 | $174.2K | 0.13% | +207+1.3% | Added |
| Cresset Asset Management, LLC | 15,938 | $175.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 16,066 | $176.7K | 0.08% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 17,629 | $193.9K | 0.00% | −79−0.4% | Reduced |
| Stifel Financial Corp | 18,103 | $199.1K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 19,629 | $215.9K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 20,853 | $225.6K | 0.00% | −22,095−51.4% | Reduced |
| WealthTrust Axiom LLC | 21,953 | $241.5K | 0.06% | −245−1.1% | Reduced |
| Equitable Holdings, Inc. | 21,453 | $248.6K | 0.00% | +21,453 | New |
| Total Wealth Planning & Management, Inc. | 25,654 | $282.2K | 0.22% | +25,654 | New |
| Advisor Group Holdings, Inc. | 25,964 | $285.6K | 0.00% | −9,524−26.8% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 27,840 | $306.2K | 0.01% | −1,452−5.0% | Reduced |
| Uncommon Cents Investing LLC | 33,085 | $363.9K | 0.08% | −300−0.9% | Reduced |
| Stephens Inc | 36,695 | $403.6K | 0.01% | +27+0.1% | Added |
| Fifth Third Bancorp | 39,792 | $437.7K | 0.00% | +39,792 | New |
| Aviance Capital Partners, LLC | 39,986 | $439.8K | 0.05% | +487+1.2% | Added |
| Wedbush Securities Inc | 43,103 | $474.0K | 0.01% | −788−1.8% | Reduced |
| Carnegie Lake Advisors LLC | 43,124 | $474.4K | 0.19% | −500−1.1% | Reduced |
| PFG Investments, LLC | 44,264 | $486.9K | 0.02% | +44,264 | New |
| Bramshill Investments, LLC | 47,137 | $518.5K | 0.04% | −299−0.6% | Reduced |
| GWM Advisors LLC | 48,470 | $533.2K | 0.00% | −1,044−2.1% | Reduced |
| Virtus Investment Advisers, Inc. | 48,573 | $534.3K | 0.15% | −7,836−13.9% | Reduced |
| Envestnet Asset Management Inc | 51,222 | $563.4K | 0.00% | +2,815+5.8% | Added |
| Robinson Capital Management, LLC | 52,154 | $589.9K | 0.26% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 65,910 | $725.0K | 0.00% | +2,243+3.5% | Added |
| Wolverine Asset Management LLC | 75,056 | $825.6K | 0.01% | +4,114+5.8% | Added |
| Balyasny Asset Management LLC | 76,042 | $836.5K | 0.00% | −226,958−74.9% | Reduced |
| Royal Bank of Canada | 76,943 | $846.0K | 0.00% | −41,966−35.3% | Reduced |
| Sit Investment Associates Inc | 80,300 | $883.0K | 0.02% | −207,738−72.1% | Reduced |
| Baird Financial Group, Inc. | 83,144 | $914.6K | 0.00% | −7,094−7.9% | Reduced |
| Cohen & Steers, Inc. | 87,779 | $966.0K | 0.00% | +50,000+132.3% | Added |
| Cetera Investment Advisers | 96,405 | $1.06M | 0.00% | +4,565+5.0% | Added |
| Joseph P. Lucia & Associates, LLC | 99,034 | $1.09M | 0.39% | −6,383−6.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 111,203 | $1.22M | 0.00% | −667−0.6% | Reduced |
| Raymond James Financial Inc | 116,691 | $1.28M | 0.00% | −4,408−3.6% | Reduced |
| Kovack Advisors, Inc. | 135,026 | $1.48M | 0.08% | −22,857−14.5% | Reduced |
| Capital Investment Advisors, LLC | 140,325 | $1.54M | 0.02% | −2,728−1.9% | Reduced |
| Significant Wealth Partners LLC | 141,149 | $1.55M | 1.91% | +141,149 | New |
| Invesco Ltd. | 153,124 | $1.68M | 0.00% | +34,575+29.2% | Added |
| Karpus Management, Inc. | 168,693 | $1.86M | 0.06% | −6,695−3.8% | Reduced |
| Rareview Capital LLC | 180,612 | $2.27M | 1.33% | +30,803+20.6% | Added |
| LPL Financial LLC | 212,945 | $2.34M | 0.00% | +94,373+79.6% | Added |
| Logan Stone Capital, LLC | 246,200 | $2.71M | 0.75% | +78,005+46.4% | Added |
| Shaker Financial Services, LLC | 315,638 | $3.47M | 1.21% | +7,509+2.4% | Added |
| Bank of America Corp | 341,918 | $3.76M | 0.00% | +27,215+8.6% | Added |
| Janney Montgomery Scott LLC | 469,778 | $5.17M | 0.01% | +19,288+4.3% | Added |
| Wells Fargo & Company | 583,146 | $6.41M | 0.00% | +12,042+2.1% | Added |
| UBS Group AG | 660,462 | $7.27M | 0.00% | +40,088+6.5% | Added |
| Guggenheim Capital LLC | 793,562 | $8.73M | 0.07% | +37,748+5.0% | Added |
| Penserra Capital Management LLC | 1,117,298 | $12.3M | 0.14% | −89,528−7.4% | Reduced |
| Morgan Stanley | 2,745,407 | $30.2M | 0.00% | +769,154+38.9% | Added |
| 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 |