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, Q3 2025
Institutional positions in KKR & Co. Inc. as of Sep 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
- 79
- +3 vs. Q2 2025
- Shares held
- 50.6M
- +394.0K (+0.8%) vs. Q2 2025
- Total value
- $2.46B
- +$184.7M (+8.1%) vs. Q2 2025
- New holders
- 8
- 32 more added
- Sold out
- 5
- 18 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | – | $24 | 0.00% | – | – |
| National Bank of Canada | 5 | $261 | 0.00% | +2+66.7% | Added |
| NBC Securities, Inc. | 265 | $13.9K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 303 | $15.9K | 0.00% | +303 | New |
| Bank of Montreal | 400 | $20.9K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | – | $46.0K | 0.00% | – | – |
| Comerica Bank | 2,000 | $104.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 2,100 | $108.1K | 0.00% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 4,105 | $214.9K | 0.01% | +4,105 | New |
| Wiley Bros.-Aintree Capital, LLC | 4,303 | $225.3K | 0.00% | +381+9.7% | Added |
| Stratos Wealth Partners, LTD. | 4,500 | $235.6K | 0.00% | +4,500 | New |
| Stifel Financial Corp | 4,750 | $248.7K | 0.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 5,327 | $278.9K | 0.00% | −3,514−39.7% | Reduced |
| Elequin Capital LP | 5,500 | $286.5K | 0.02% | +5,400+5,400.0% | Added |
| Oppenheimer & Co Inc | 6,025 | $315.4K | 0.00% | −90−1.5% | Reduced |
| Perigon Wealth Management, LLC | 6,289 | $329.2K | 0.01% | +6,289 | New |
| Susquehanna International Group, LLP | 6,514 | $341.0K | 0.00% | +6,514 | New |
| Formidable Asset Management, LLC | 7,400 | $396.6K | 0.06% | +7,400 | New |
| Goldman Sachs Group Inc | 8,360 | $437.6K | 0.00% | −16,040−65.7% | Reduced |
| LPL Financial LLC | 8,451 | $442.4K | 0.00% | +1,448+20.7% | Added |
| Raymond James Financial Inc | 11,650 | $609.9K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 15,280 | $799.9K | 0.10% | +3,975+35.2% | Added |
| Skaana Management L.P. | 19,687 | $1.03M | 0.45% | +14,509+280.2% | Added |
| Camden Asset Management L P | 20,000 | $1.04M | 0.02% | 00.0% | Unchanged |
| AEGON USA Investment Management, LLC | 27,000 | $1.39M | 0.94% | 00.0% | Unchanged |
| Agf Management Ltd | 29,000 | $1.52M | 0.01% | −15,000−34.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 29,384 | $1.54M | 0.01% | +3,409+13.1% | Added |
| Federated Hermes, Inc. | – | $1.63M | 0.00% | – | – |
| Wolverine Asset Management LLC | 37,605 | $1.96M | 0.03% | +28,134+297.1% | Added |
| Palisade Capital Management LLC | 45,000 | $2.35M | 0.06% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 44,981 | $2.35M | 0.00% | +17,976+66.6% | Added |
| Gabelli Funds LLC | 46,000 | $2.40M | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 46,949 | $2.46M | 0.00% | −4,053−7.9% | Reduced |
| Janus Henderson Group PLC | 53,300 | $2.80M | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 54,723 | $2.82M | 0.03% | 00.0% | Unchanged |
| Laffer Tengler Investments | 54,945 | $2.87M | 0.45% | +125+0.2% | Added |
| Penserra Capital Management LLC | 60,188 | $3.15M | 0.04% | −22,308−27.0% | Reduced |
| Punch & Associates Investment Management, Inc. | 60,250 | $3.15M | 0.18% | +410+0.7% | Added |
| Wellington Management Group LLP | 66,986 | $3.46M | 0.00% | −24,842−27.1% | Reduced |
| Fortress Investment Group LLC | 80,254 | $4.20M | 0.56% | −19,746−19.7% | Reduced |
| BlueCrest Capital Management Ltd | 81,211 | $4.25M | 0.26% | −68,097−45.6% | Reduced |
| Russell Investments Group, Ltd. | 4,266,450 | $4.47M | 0.01% | −101,500−2.3% | Reduced |
| HBK Investments L P | 100,000 | $5.22M | 0.08% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 100,000 | $5.24M | 0.04% | −200,000−66.7% | Reduced |
| Two Sigma Investments, LP | 104,457 | $5.47M | 0.01% | −46,274−30.7% | Reduced |
| Barclays PLC | 109,880 | $5.75M | 0.00% | +46,840+74.3% | Added |
| Susquehanna Advisors Group, Inc. | 125,000 | $6.54M | 0.20% | +25,000+25.0% | Added |
| Manufacturers Life Insurance Company, The | 137,070 | $7.18M | 0.01% | −1,250−0.9% | Reduced |
| Longaeva Partners L.P. | 150,000 | $7.85M | 1.67% | 00.0% | Unchanged |
| Invesco Ltd. | 153,215 | $8.02M | 0.00% | +23,215+17.9% | Added |
| Rational Advisors LLC | 161,600 | $8.46M | 0.84% | +9,400+6.2% | Added |
| Wells Fargo & Company | 179,182 | $9.38M | 0.00% | −210,863−54.1% | Reduced |
| Capital International Inc | 201,213 | $10.5M | 0.08% | +46,700+30.2% | Added |
| Morgan Stanley | 227,598 | $11.9M | 0.00% | +35,363+18.4% | Added |
| Lord, Abbett & Co. LLC | – | $15.2M | 0.05% | – | – |
| Pier 88 Investment Partners LLC | 335,710 | $17.6M | 3.29% | +11,270+3.5% | Added |
| Ssi Investment Management LLC | 343,115 | $17.9M | 1.22% | +69,980+25.6% | Added |
| Bank of America Corp | 375,092 | $19.6M | 0.00% | −2,938−0.8% | Reduced |
| Thrivent Financial for Lutherans | – | $20.5M | 0.04% | – | – |
| Credit Industriel Et Commercial | 480,000 | $25.4M | 4.05% | +250,000+108.7% | Added |
| CNH Partners LLC | 500,000 | $26.2M | 0.67% | +500,000 | New |
| Clearbridge Investments, LLC | 517,259 | $27.1M | 0.02% | +27,181+5.5% | Added |
| Angelo Gordon & Co., L.P. | 540,000 | $28.2M | 3.45% | +130,000+31.7% | Added |
| Neuberger Berman Group LLC | 562,375 | $29.5M | 0.02% | +500+0.1% | Added |
| Ameriprise Financial Inc | 684,150 | $35.7M | 0.01% | +4,750+0.7% | Added |
| D. E. Shaw & Co., Inc. | 704,000 | $36.7M | 0.03% | −450,000−39.0% | Reduced |
| State Street Corp | 709,000 | $36.9M | 0.00% | +29,000+4.3% | Added |
| Infrastructure Capital Advisors, LLC | 815,887 | $40.0M | 4.95% | +178,332+28.0% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,190,477 | $62.3M | 0.10% | +965,193+428.4% | Added |
| FMR LLC | 1,267,500 | $66.1M | 0.00% | −61,000−4.6% | Reduced |
| Victory Capital Management Inc | 1,384,320 | $72.5M | 0.05% | +182,071+15.1% | Added |
| Franklin Resources Inc | 1,425,622 | $74.6M | 0.02% | +130,441+10.1% | Added |
| Advent Capital Management | 1,771,241 | $92.1M | 2.07% | +39,421+2.3% | Added |
| Calamos Advisors LLC | 2,127,240 | $111.4M | 0.45% | +330,093+18.4% | Added |
| Portman Square Capital LLP | 2,650,000 | $138.3M | 18.33% | 00.0% | Unchanged |
| BlackRock, Inc. | 4,139,573 | $216.7M | 0.00% | +4,139,573 | New |
| Voya Investment Management LLC | 4,771,665 | $249.8M | 0.25% | −353,335−6.9% | Reduced |
| Capital World Investors | 5,207,215 | $272.6M | 0.04% | 00.0% | Unchanged |
| Capital International Investors | 11,144,300 | $583.4M | 0.09% | +57,600+0.5% | Added |
| Context Capital Management, LLC | 0 | $0 | 0.00% | −600,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −414,977−100.0% | Sold out |
| UBS Group AG | 0 | $0 | 0.00% | −124,196−100.0% | Sold out |
| Fosun International Ltd | 0 | $0 | 0.00% | −4,200,000−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −440−100.0% | Sold out |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| Teton Advisors, Inc. | – | – | – | – | Not filed |