KKR Income Opportunities Fund
KIO- Exchange
- NYSE
- SEC CIK
- 0001515940
In the last 90 days, KKR Income Opportunities Fund insiders filed 2 open-market purchases and 0 sales; 92 institutions reported holding it in 13F filings for Q2 2026, worth $118.5M in total; no superinvestor holds it.
Holders of 5% or more of KIO
Holders whose latest Schedule 13D or 13G filing reports 5% or more of KKR Income Opportunities Fund, largest stake first. The change is against the holder's previous filing.
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Morgan Stanley | 13G | 5.60%2.30M shares | New | May 12, 20261 filing | May 12, 2026 | SEC |
Stakes are as of each holder's latest filing. Holders whose last filing was in the old format (before December 18, 2024) have no stake on record and are not listed, and after an acquisition or delisting holders usually stop filing.
13D and 13G filings
9 Schedule 13D and 13G filings on KKR Income Opportunities Fund, newest first, including old-format filings without a stake.
| Filed (ET) | Filer | Form | Stake | Change | Event date | Filing |
|---|---|---|---|---|---|---|
| May 12, 202611:38 AM ET | Morgan Stanleyand 1 other | 13G | 5.60%2.30M shares | New | Mar 31, 2026 | SEC |
| Jul 7, 20253:58 PM ET | Sit Investment Associates Incand 1 other | 13G/A | 4.30%1.76M shares | −1.20 ppfrom 5.50%Below 5% | Jun 30, 2025 | SEC |
| Apr 2, 20255:31 PM ET | Sit Investment Associates Incand 1 other | 13G | 5.50%2.26M shares | New | Feb 16, 2025 | SEC |
| Jan 31, 2024 | First Trust Portfolios LP | 13G/AOld format | – | – | – | SEC |
| Jan 11, 2023 | First Trust Portfolios LP | 13G/AOld format | – | – | – | SEC |
| Oct 6, 20229:58 AM ET | First Trust Portfolios LP | 13G/AOld format | – | – | – | SEC |
| Jan 26, 202210:08 AM ET | First Trust Portfolios LP | 13G/AOld format | – | – | – | SEC |
| Mar 10, 20218:56 AM ET | First Trust Portfolios LP | 13G/AOld format | – | – | – | SEC |
| Jan 27, 20219:29 AM ET | First Trust Portfolios LP | 13G/AOld format | – | – | – | SEC |
Form 144: proposed insider sales
Notices from officers, directors and other affiliates planning to sell KKR Income Opportunities Fund shares.
No Form 144 notices for KKR Income Opportunities Fund are on file.