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 |
|---|---|---|---|---|---|
| National Bank of Canada | 3 | $161 | 0.00% | +3 | New |
| Elequin Capital LP | 100 | $5.36K | 0.00% | +100 | New |
| NBC Securities, Inc. | 265 | $14.0K | 0.00% | +170+178.9% | Added |
| Bank of Montreal | 400 | $21.4K | 0.00% | +400 | New |
| Tower Research Capital LLC (TRC) | 440 | $23.6K | 0.00% | +440 | New |
| Royal Bank of Canada | – | $46.0K | 0.00% | – | New |
| Comerica Bank | 2,000 | $107.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,100 | $112.5K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,300 | $123.0K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 3,922 | $210.2K | 0.00% | +3,922 | New |
| Teton Advisors, Inc. | 4,000 | $214.4K | 0.13% | +4,000 | New |
| Stifel Financial Corp | 4,750 | $254.6K | 0.00% | +4,750 | New |
| Skaana Management L.P. | 5,178 | $277.5K | 0.12% | −70,125−93.1% | Reduced |
| Avantax Advisory Services, Inc. | 5,457 | $292.5K | 0.00% | +5,457 | New |
| Oppenheimer & Co Inc | 6,115 | $327.8K | 0.00% | +6,115 | New |
| LPL Financial LLC | 7,003 | $375.4K | 0.00% | +7,003 | New |
| Envestnet Asset Management Inc | 8,841 | $473.9K | 0.00% | +8,841 | New |
| Wolverine Asset Management LLC | 9,471 | $508.1K | 0.01% | −1,446−13.2% | Reduced |
| Central Pacific Bank - Trust Division | 11,305 | $605.9K | 0.08% | +11,305 | New |
| Raymond James Financial Inc | 11,650 | $624.4K | 0.00% | +11,650 | New |
| Camden Asset Management L P | 20,000 | $1.07M | 0.03% | −365,000−94.8% | Reduced |
| Goldman Sachs Group Inc | 24,400 | $1.31M | 0.00% | −253,938−91.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 25,975 | $1.39M | 0.01% | +25,875+25,875.0% | Added |
| JPMorgan Chase & Co | 27,005 | $1.45M | 0.00% | −86,051−76.1% | Reduced |
| AEGON USA Investment Management, LLC | 27,000 | $1.45M | 1.09% | +27,000 | New |
| Federated Hermes, Inc. | – | $1.67M | 0.00% | – | – |
| Fosun International Ltd | 4,200,000 | $2.25M | 0.71% | +4,200,000 | New |
| Agf Management Ltd | 44,000 | $2.36M | 0.01% | +44,000 | New |
| Palisade Capital Management LLC | 45,000 | $2.41M | 0.07% | +15,000+50.0% | Added |
| Gabelli Funds LLC | 46,000 | $2.47M | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 51,002 | $2.73M | 0.00% | −106,162−67.5% | Reduced |
| Janus Henderson Group PLC | 53,300 | $2.86M | 0.00% | −36,700−40.8% | Reduced |
| Whittier Trust Co | 54,723 | $2.93M | 0.04% | +4,923+9.9% | Added |
| Laffer Tengler Investments | 54,820 | $2.94M | 0.52% | +30,400+124.5% | Added |
| Punch & Associates Investment Management, Inc. | 59,840 | $3.21M | 0.20% | +1,245+2.1% | Added |
| Barclays PLC | 63,040 | $3.38M | 0.00% | −23,380−27.1% | Reduced |
| Penserra Capital Management LLC | 82,496 | $4.42M | 0.06% | +82,496 | New |
| Russell Investments Group, Ltd. | 4,367,950 | $4.68M | 0.01% | +1,966,300+81.9% | Added |
| Wellington Management Group LLP | 91,828 | $4.88M | 0.00% | +55,217+150.8% | 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 |
| HBK Investments L P | 100,000 | $5.36M | 0.10% | +56,000+127.3% | Added |
| UBS Group AG | 124,196 | $6.66M | 0.00% | −119,304−49.0% | Reduced |
| Invesco Ltd. | 130,000 | $6.97M | 0.00% | +30,000+30.0% | Added |
| Manufacturers Life Insurance Company, The | 138,320 | $7.45M | 0.01% | −534,180−79.4% | Reduced |
| BlueCrest Capital Management Ltd | 149,308 | $8.00M | 0.89% | −128,847−46.3% | Reduced |
| Longaeva Partners L.P. | 150,000 | $8.04M | 1.93% | −112,500−42.9% | Reduced |
| Two Sigma Investments, LP | 150,731 | $8.08M | 0.01% | −879,903−85.4% | Reduced |
| Rational Advisors LLC | 152,200 | $8.16M | 0.81% | +152,200 | New |
| Capital International Inc | 154,513 | $8.28M | 0.08% | +66,013+74.6% | Added |
| Morgan Stanley | 192,235 | $10.3M | 0.00% | −343,918−64.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 225,284 | $12.1M | 0.02% | +225,284 | New |
| Credit Industriel Et Commercial | 230,000 | $12.4M | 1.97% | +230,000 | New |
| Ssi Investment Management LLC | 273,135 | $14.6M | 1.03% | +4,770+1.8% | Added |
| Lord, Abbett & Co. LLC | – | $15.8M | 0.05% | – | – |
| Alberta Investment Management Corp | 300,000 | $16.1M | 0.13% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 324,440 | $17.4M | 3.23% | +324,440 | New |
| Bank of America Corp | 378,030 | $20.3M | 0.00% | +248,443+191.7% | Added |
| Wells Fargo & Company | 390,045 | $20.9M | 0.00% | +247,705+174.0% | Added |
| Angelo Gordon & Co., L.P. | 410,000 | $22.0M | 2.93% | +100,000+32.3% | Added |
| Thrivent Financial for Lutherans | – | $22.1M | 0.05% | – | New |
| Jane Street Group, LLC | 414,977 | $22.2M | 0.04% | −2,175,023−84.0% | Reduced |
| Clearbridge Investments, LLC | 490,078 | $26.3M | 0.02% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 561,875 | $30.2M | 0.02% | +1,500+0.3% | Added |
| Context Capital Management, LLC | 600,000 | $32.2M | 1.09% | −100,000−14.3% | Reduced |
| Infrastructure Capital Advisors, LLC | 637,555 | $34.2M | 4.12% | +437,845+219.2% | Added |
| Ameriprise Financial Inc | 679,400 | $36.4M | 0.01% | −89,600−11.7% | Reduced |
| State Street Corp | 680,000 | $36.4M | 0.00% | −100,000−12.8% | Reduced |
| D. E. Shaw & Co., Inc. | 1,154,000 | $61.8M | 0.06% | −646,000−35.9% | Reduced |
| Victory Capital Management Inc | 1,202,249 | $64.4M | 0.04% | +792,147+193.2% | Added |
| Franklin Resources Inc | 1,295,181 | $69.4M | 0.02% | +1810.0% | Added |
| FMR LLC | 1,328,500 | $71.2M | 0.00% | +97,400+7.9% | Added |
| Advent Capital Management | 1,731,820 | $92.6M | 2.03% | +595,269+52.4% | Added |
| Calamos Advisors LLC | 1,797,147 | $96.3M | 0.41% | +361,197+25.2% | Added |
| Portman Square Capital LLP | 2,650,000 | $142.0M | 15.30% | −250,000−8.6% | Reduced |
| Voya Investment Management LLC | 5,125,000 | $274.7M | 0.27% | +400,000+8.5% | Added |
| Capital World Investors | 5,207,215 | $279.1M | 0.04% | +207,215+4.1% | Added |
| Capital International Investors | 11,086,700 | $594.2M | 0.10% | +2,127,200+23.7% | Added |
| 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 |