KKR & Co. Inc.
KKR.PD- Exchange
- NYSE
- Industry
- Investment Advice
- SEC CIK
- 0001404912
In the last 90 days, KKR & Co. Inc. insiders filed 0 open-market purchases and 1 sale; 75 institutions reported holding it in 13F filings for Q2 2026, worth $2.05B in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in KKR & Co. Inc. as of Jun 30, 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
- 78
- +7 vs. Q1 2025
- Shares held
- 50.2M
- +721.5K (+1.5%) vs. Q1 2025
- Total value
- $2.28B
- −$58.5M (−2.5%) vs. Q1 2025
- New holders
- 23
- 26 more added
- Sold out
- 16
- 21 more reduced
Compare with Q1 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting KKR.PD 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 | 75 | $2.05B |
| Q1 2026 | 81 | $2.00B |
| Q4 2025 | 77 | $2.46B |
| Q3 2025 | 79 | $2.46B |
| Q2 2025 | 78 | $2.28B |
| Q1 2025 | 71 | $2.34B |
| Q4 2024 | 0 | $0 |
| Q3 2024 | 0 | $0 |
| Q2 2024 | 0 | $0 |
| Q1 2024 | 0 | $0 |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 11,086,700 | $594.2M | 0.10% | +2,127,200+23.7% | Added |
| Capital World Investors | 5,207,215 | $279.1M | 0.04% | +207,215+4.1% | Added |
| Voya Investment Management LLC | 5,125,000 | $274.7M | 0.27% | +400,000+8.5% | Added |
| Portman Square Capital LLP | 2,650,000 | $142.0M | 15.30% | −250,000−8.6% | Reduced |
| Calamos Advisors LLC | 1,797,147 | $96.3M | 0.41% | +361,197+25.2% | Added |
| Advent Capital Management | 1,731,820 | $92.6M | 2.03% | +595,269+52.4% | Added |
| FMR LLC | 1,328,500 | $71.2M | 0.00% | +97,400+7.9% | Added |
| Franklin Resources Inc | 1,295,181 | $69.4M | 0.02% | +1810.0% | Added |
| Victory Capital Management Inc | 1,202,249 | $64.4M | 0.04% | +792,147+193.2% | Added |
| D. E. Shaw & Co., Inc. | 1,154,000 | $61.8M | 0.06% | −646,000−35.9% | Reduced |
| State Street Corp | 680,000 | $36.4M | 0.00% | −100,000−12.8% | Reduced |
| Ameriprise Financial Inc | 679,400 | $36.4M | 0.01% | −89,600−11.7% | Reduced |
| Infrastructure Capital Advisors, LLC | 637,555 | $34.2M | 4.12% | +437,845+219.2% | Added |
| Context Capital Management, LLC | 600,000 | $32.2M | 1.09% | −100,000−14.3% | Reduced |
| Neuberger Berman Group LLC | 561,875 | $30.2M | 0.02% | +1,500+0.3% | Added |
| Clearbridge Investments, LLC | 490,078 | $26.3M | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 414,977 | $22.2M | 0.04% | −2,175,023−84.0% | Reduced |
| Thrivent Financial for Lutherans | – | $22.1M | 0.05% | – | New |
| Angelo Gordon & Co., L.P. | 410,000 | $22.0M | 2.93% | +100,000+32.3% | Added |
| Wells Fargo & Company | 390,045 | $20.9M | 0.00% | +247,705+174.0% | Added |
| Bank of America Corp | 378,030 | $20.3M | 0.00% | +248,443+191.7% | Added |
| Pier 88 Investment Partners LLC | 324,440 | $17.4M | 3.23% | +324,440 | New |
| Alberta Investment Management Corp | 300,000 | $16.1M | 0.13% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | – | $15.8M | 0.05% | – | – |
| Ssi Investment Management LLC | 273,135 | $14.6M | 1.03% | +4,770+1.8% | Added |
| Credit Industriel Et Commercial | 230,000 | $12.4M | 1.97% | +230,000 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 225,284 | $12.1M | 0.02% | +225,284 | New |
| Morgan Stanley | 192,235 | $10.3M | 0.00% | −343,918−64.1% | Reduced |
| Capital International Inc | 154,513 | $8.28M | 0.08% | +66,013+74.6% | Added |
| Rational Advisors LLC | 152,200 | $8.16M | 0.81% | +152,200 | New |
| Two Sigma Investments, LP | 150,731 | $8.08M | 0.01% | −879,903−85.4% | Reduced |
| Longaeva Partners L.P. | 150,000 | $8.04M | 1.93% | −112,500−42.9% | Reduced |
| BlueCrest Capital Management Ltd | 149,308 | $8.00M | 0.89% | −128,847−46.3% | Reduced |
| Manufacturers Life Insurance Company, The | 138,320 | $7.45M | 0.01% | −534,180−79.4% | Reduced |
| Invesco Ltd. | 130,000 | $6.97M | 0.00% | +30,000+30.0% | Added |
| UBS Group AG | 124,196 | $6.66M | 0.00% | −119,304−49.0% | Reduced |
| HBK Investments L P | 100,000 | $5.36M | 0.10% | +56,000+127.3% | Added |
| Susquehanna Advisors Group, Inc. | 100,000 | $5.36M | 0.21% | −300,000−75.0% | Reduced |
| Fortress Investment Group LLC | 100,000 | $5.36M | 0.76% | +10,000+11.1% | Added |
| Wellington Management Group LLP | 91,828 | $4.88M | 0.00% | +55,217+150.8% | Added |
| Russell Investments Group, Ltd. | 4,367,950 | $4.68M | 0.01% | +1,966,300+81.9% | Added |
| Penserra Capital Management LLC | 82,496 | $4.42M | 0.06% | +82,496 | New |
| Barclays PLC | 63,040 | $3.38M | 0.00% | −23,380−27.1% | Reduced |
| Punch & Associates Investment Management, Inc. | 59,840 | $3.21M | 0.20% | +1,245+2.1% | Added |
| Laffer Tengler Investments | 54,820 | $2.94M | 0.52% | +30,400+124.5% | Added |
| Whittier Trust Co | 54,723 | $2.93M | 0.04% | +4,923+9.9% | Added |
| Janus Henderson Group PLC | 53,300 | $2.86M | 0.00% | −36,700−40.8% | Reduced |
| Citigroup Inc | 51,002 | $2.73M | 0.00% | −106,162−67.5% | Reduced |
| Gabelli Funds LLC | 46,000 | $2.47M | 0.02% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 45,000 | $2.41M | 0.07% | +15,000+50.0% | Added |
| Agf Management Ltd | 44,000 | $2.36M | 0.01% | +44,000 | New |
| Fosun International Ltd | 4,200,000 | $2.25M | 0.71% | +4,200,000 | New |
| Federated Hermes, Inc. | – | $1.67M | 0.00% | – | – |
| AEGON USA Investment Management, LLC | 27,000 | $1.45M | 1.09% | +27,000 | New |
| JPMorgan Chase & Co | 27,005 | $1.45M | 0.00% | −86,051−76.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 25,975 | $1.39M | 0.01% | +25,875+25,875.0% | Added |
| Goldman Sachs Group Inc | 24,400 | $1.31M | 0.00% | −253,938−91.2% | Reduced |
| Camden Asset Management L P | 20,000 | $1.07M | 0.03% | −365,000−94.8% | Reduced |
| Raymond James Financial Inc | 11,650 | $624.4K | 0.00% | +11,650 | New |
| Central Pacific Bank - Trust Division | 11,305 | $605.9K | 0.08% | +11,305 | New |
| Wolverine Asset Management LLC | 9,471 | $508.1K | 0.01% | −1,446−13.2% | Reduced |
| Envestnet Asset Management Inc | 8,841 | $473.9K | 0.00% | +8,841 | New |
| LPL Financial LLC | 7,003 | $375.4K | 0.00% | +7,003 | New |
| Oppenheimer & Co Inc | 6,115 | $327.8K | 0.00% | +6,115 | New |
| Avantax Advisory Services, Inc. | 5,457 | $292.5K | 0.00% | +5,457 | New |
| Skaana Management L.P. | 5,178 | $277.5K | 0.12% | −70,125−93.1% | Reduced |
| Stifel Financial Corp | 4,750 | $254.6K | 0.00% | +4,750 | New |
| Teton Advisors, Inc. | 4,000 | $214.4K | 0.13% | +4,000 | New |
| Wiley Bros.-Aintree Capital, LLC | 3,922 | $210.2K | 0.00% | +3,922 | New |
| Lazard Asset Management LLC | 2,300 | $123.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,100 | $112.5K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 2,000 | $107.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | – | $46.0K | 0.00% | – | New |
| Tower Research Capital LLC (TRC) | 440 | $23.6K | 0.00% | +440 | New |
| Bank of Montreal | 400 | $21.4K | 0.00% | +400 | New |
| NBC Securities, Inc. | 265 | $14.0K | 0.00% | +170+178.9% | Added |
| Elequin Capital LP | 100 | $5.36K | 0.00% | +100 | New |
| National Bank of Canada | 3 | $161 | 0.00% | +3 | New |
| BlackRock, Inc. | 0 | $0 | 0.00% | −4,296,860−100.0% | Sold out |
| Highbridge Capital Management LLC | 0 | $0 | 0.00% | −530,267−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | – | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −135,000−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −108,888−100.0% | Sold out |
| Burkehill Global Management, LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −37,888−100.0% | Sold out |
| Fort Baker Capital Management LP | 0 | $0 | 0.00% | −34,065−100.0% | Sold out |
| Linden Advisors LP | 0 | $0 | 0.00% | −27,850−100.0% | Sold out |
| Alken Asset Management Ltd. | 0 | $0 | 0.00% | −26,500−100.0% | Sold out |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −10,443−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | – | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −102−100.0% | Sold out |