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, Q4 2025
Institutional positions in KKR & Co. Inc. as of Dec 31, 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
- 77
- −2 vs. Q3 2025
- Shares held
- 84.4M
- +33.7M (+66.7%) vs. Q3 2025
- Total value
- $2.46B
- −$2.27M (−0.1%) vs. Q3 2025
- New holders
- 12
- 26 more added
- Sold out
- 14
- 25 more reduced
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 14,613,757 | $757.6M | 0.12% | +3,469,457+31.1% | Added |
| Capital World Investors | 5,207,215 | $269.9M | 0.04% | 00.0% | Unchanged |
| Voya Investment Management LLC | 4,469,055 | $231.7M | 0.23% | −302,610−6.3% | Reduced |
| BlackRock, Inc. | 3,954,633 | $205.0M | 0.00% | −184,940−4.5% | Reduced |
| Calamos Advisors LLC | 2,114,902 | $109.6M | 0.45% | −12,338−0.6% | Reduced |
| Advent Capital Management | 1,997,547 | $103.7M | 2.40% | +226,306+12.8% | Added |
| Franklin Resources Inc | 1,432,594 | $74.3M | 0.02% | +6,972+0.5% | Added |
| Victory Capital Management Inc | 1,428,020 | $74.0M | 0.04% | +43,700+3.2% | Added |
| FMR LLC | 1,273,000 | $65.8M | 0.00% | +5,500+0.4% | Added |
| Infrastructure Capital Advisors, LLC | 1,116,976 | $57.9M | 6.38% | +301,089+36.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,079,082 | $55.9M | 0.08% | −111,395−9.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | – | $54.7M | 0.03% | – | New |
| State Street Corp | 709,508 | $36.7M | 0.00% | +508+0.1% | Added |
| Ameriprise Financial Inc | 634,600 | $32.8M | 0.01% | −49,550−7.2% | Reduced |
| Neuberger Berman Group LLC | 562,100 | $29.1M | 0.02% | −2750.0% | Reduced |
| Clearbridge Investments, LLC | 527,259 | $27.3M | 0.02% | +10,000+1.9% | Added |
| Credit Industriel Et Commercial | 480,000 | $25.0M | 3.65% | 00.0% | Unchanged |
| Wellington Management Group LLP | 476,291 | $24.4M | 0.00% | +409,305+611.0% | Added |
| Torray LLC | 414,402 | $21.5M | 3.08% | +414,402 | New |
| Thrivent Financial for Lutherans | – | $20.6M | 0.04% | – | – |
| Ssi Investment Management LLC | 374,260 | $19.3M | 1.31% | +31,145+9.1% | Added |
| Fosun International Ltd | 33,500,000 | $17.4M | 4.04% | +33,500,000 | New |
| Pier 88 Investment Partners LLC | 324,510 | $16.8M | 3.76% | −11,200−3.3% | Reduced |
| Capital International Inc | 272,414 | $14.1M | 0.11% | +71,201+35.4% | Added |
| Invesco Ltd. | 204,898 | $10.6M | 0.00% | +51,683+33.7% | Added |
| Lord, Abbett & Co. LLC | – | $10.5M | 0.03% | – | – |
| Bank of America Corp | 160,189 | $8.30M | 0.00% | −214,903−57.3% | Reduced |
| Rational Advisors LLC | 150,400 | $7.80M | 0.80% | −11,200−6.9% | Reduced |
| Manufacturers Life Insurance Company, The | 137,070 | $7.12M | 0.01% | 00.0% | Unchanged |
| Longaeva Partners L.P. | 125,000 | $6.48M | 0.77% | −25,000−16.7% | Reduced |
| UBS Group AG | 112,554 | $5.83M | 0.00% | +112,554 | New |
| Russell Investments Group, Ltd. | 5,506,400 | $5.71M | 0.01% | +1,239,950+29.1% | Added |
| Portman Square Capital LLP | 100,000 | $5.19M | 0.90% | −2,550,000−96.2% | Reduced |
| Alberta Investment Management Corp | 100,000 | $5.18M | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 88,163 | $4.78M | 0.05% | +33,440+61.1% | Added |
| Barclays PLC | 65,893 | $3.42M | 0.00% | −43,987−40.0% | Reduced |
| Punch & Associates Investment Management, Inc. | 60,405 | $3.13M | 0.18% | +155+0.3% | Added |
| Penserra Capital Management LLC | 59,467 | $3.08M | 0.04% | −721−1.2% | Reduced |
| Laffer Tengler Investments | 57,300 | $2.97M | 0.45% | +2,355+4.3% | Added |
| Janus Henderson Group PLC | 53,300 | $2.73M | 0.00% | 00.0% | Unchanged |
| Fortress Investment Group LLC | 50,000 | $2.59M | 0.61% | −30,254−37.7% | Reduced |
| Morgan Stanley | 39,504 | $2.05M | 0.00% | −188,094−82.6% | Reduced |
| AEGON USA Investment Management, LLC | 37,400 | $1.93M | 1.37% | +10,400+38.5% | Added |
| Palisade Capital Management LLC | 33,612 | $1.74M | 0.05% | −11,388−25.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 32,599 | $1.69M | 0.01% | +3,215+10.9% | Added |
| Federated Hermes, Inc. | – | $1.62M | 0.00% | – | – |
| JPMorgan Chase & Co | 25,416 | $1.32M | 0.00% | −19,565−43.5% | Reduced |
| Agf Management Ltd | 20,500 | $1.06M | 0.00% | −8,500−29.3% | Reduced |
| Camden Asset Management L P | 20,000 | $1.03M | 0.03% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 17,149 | $889.0K | 0.05% | +17,149 | New |
| Raymond James Financial Inc | 16,045 | $831.8K | 0.00% | +4,395+37.7% | Added |
| Wells Fargo & Company | 14,628 | $758.3K | 0.00% | −164,554−91.8% | Reduced |
| Jane Street Group, LLC | 13,901 | $720.6K | 0.00% | +13,901 | New |
| Central Pacific Bank - Trust Division | 12,385 | $642.0K | 0.08% | −2,895−18.9% | Reduced |
| Skaana Management L.P. | 11,002 | $570.3K | 0.31% | −8,685−44.1% | Reduced |
| LPL Financial LLC | 8,195 | $424.8K | 0.00% | −256−3.0% | Reduced |
| Formidable Asset Management, LLC | 8,100 | $424.0K | 0.06% | +700+9.5% | Added |
| Stratos Wealth Partners, LTD. | 7,850 | $406.9K | 0.00% | +3,350+74.4% | Added |
| Elequin Capital LP | 7,842 | $405.2K | 0.05% | +2,342+42.6% | Added |
| Whittier Trust Co of Nevada Inc | 7,100 | $384.9K | 0.01% | +5,000+238.1% | Added |
| Envestnet Asset Management Inc | 6,898 | $357.6K | 0.00% | +1,571+29.5% | Added |
| GTS Securities LLC | 6,070 | $314.7K | 0.01% | +6,070 | New |
| Oddo BHF Asset Management SAS | 5,284 | $273.8K | 0.01% | +5,284 | New |
| Stifel Financial Corp | 4,750 | $246.2K | 0.00% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 4,181 | $216.7K | 0.00% | −122−2.8% | Reduced |
| Perigon Wealth Management, LLC | 4,139 | $214.6K | 0.00% | −2,150−34.2% | Reduced |
| Calamos Wealth Management LLC | 4,137 | $214.5K | 0.01% | +32+0.8% | Added |
| Advisor Group Holdings, Inc. | 2,830 | $146.7K | 0.00% | +2,830 | New |
| Royal Bank of Canada | – | $140.0K | 0.00% | – | – |
| Comerica Bank | 1,000 | $51.8K | 0.00% | −1,000−50.0% | Reduced |
| Virtus ETF Advisers LLC | – | $43.9K | 0.02% | – | New |
| Bank of Montreal | 400 | $20.7K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 265 | $13.7K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 75 | $3.89K | 0.00% | +75 | New |
| Lazard Asset Management LLC | – | $1.50K | 0.00% | – | – |
| DV Trading LLC | 18 | $933 | 0.00% | +18 | New |
| National Bank of Canada | 7 | $354 | 0.00% | +2+40.0% | Added |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −704,000−100.0% | Sold out |
| Angelo Gordon & Co., L.P. | 0 | $0 | 0.00% | −540,000−100.0% | Sold out |
| CNH Partners LLC | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Susquehanna Advisors Group, Inc. | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −104,457−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −81,211−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −46,949−100.0% | Sold out |
| Gabelli Funds LLC | 0 | $0 | 0.00% | −46,000−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −37,605−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −8,360−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −6,514−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −6,025−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −303−100.0% | Sold out |