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