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, Q1 2026
Institutional positions in KKR & Co. Inc. as of Mar 31, 2026. 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
- 81
- +5 vs. Q4 2025
- Shares held
- 105.0M
- +20.7M (+24.5%) vs. Q4 2025
- Total value
- $2.00B
- −$460.2M (−18.7%) vs. Q4 2025
- New holders
- 22
- 29 more added
- Sold out
- 17
- 19 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 16,742,502 | $673.4M | 0.16% | +2,128,745+14.6% | Added |
| Capital World Investors | 5,207,215 | $209.4M | 0.03% | 00.0% | Unchanged |
| BlackRock, Inc. | 3,577,397 | $143.9M | 0.00% | −377,236−9.5% | Reduced |
| Capital Research Global Investors | 3,568,211 | $143.5M | 0.02% | +3,568,211 | New |
| Franklin Resources Inc | 3,538,451 | $142.3M | 0.03% | +2,105,857+147.0% | Added |
| Advent Capital Management | 2,045,065 | $82.5M | 2.44% | +47,518+2.4% | Added |
| Calamos Advisors LLC | 1,780,763 | $71.6M | 0.28% | −334,139−15.8% | Reduced |
| Victory Capital Management Inc | 1,601,012 | $64.4M | 0.04% | +172,992+12.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,228,109 | $49.4M | 0.07% | +149,027+13.8% | Added |
| FMR LLC | 1,194,172 | $47.9M | 0.00% | −78,828−6.2% | Reduced |
| Infrastructure Capital Advisors, LLC | 1,090,186 | $43.8M | 4.12% | −26,790−2.4% | Reduced |
| Manufacturers Life Insurance Company, The | 803,751 | $32.4M | 0.03% | +666,681+486.4% | Added |
| State Street Corp | 674,508 | $27.0M | 0.00% | −35,000−4.9% | Reduced |
| Neuberger Berman Group LLC | 555,600 | $22.4M | 0.02% | −6,500−1.2% | Reduced |
| Ameriprise Financial Inc | 550,435 | $22.1M | 0.01% | −84,165−13.3% | Reduced |
| Fosun International Ltd | 50,700,000 | $20.4M | 5.12% | +17,200,000+51.3% | Added |
| Wellington Management Group LLP | 492,085 | $19.5M | 0.00% | +15,794+3.3% | Added |
| Torray LLC | 481,176 | $19.4M | 2.84% | +66,774+16.1% | Added |
| Clearbridge Investments, LLC | 403,722 | $16.2M | 0.01% | −123,537−23.4% | Reduced |
| Thrivent Financial for Lutherans | – | $16.0M | 0.03% | – | – |
| Capital International Inc | 387,755 | $15.6M | 0.12% | +115,341+42.3% | Added |
| Ssi Investment Management LLC | 346,110 | $13.9M | 0.96% | −28,150−7.5% | Reduced |
| Context Capital Management, LLC | 250,000 | $10.1M | 0.23% | +250,000 | New |
| Pier 88 Investment Partners LLC | 235,810 | $9.48M | 2.43% | −88,700−27.3% | Reduced |
| Whittier Trust Co | 161,428 | $6.41M | 0.07% | +73,265+83.1% | Added |
| Lord, Abbett & Co. LLC | – | $6.35M | 0.02% | – | – |
| Bank of America Corp | 144,832 | $5.83M | 0.00% | −15,357−9.6% | Reduced |
| Boothbay Fund Management, LLC | 129,560 | $5.21M | 0.12% | +129,560 | New |
| Russell Investments Group, Ltd. | 5,605,750 | $4.51M | 0.00% | +99,350+1.8% | Added |
| Invesco Ltd. | 110,880 | $4.46M | 0.00% | −94,018−45.9% | Reduced |
| Alberta Investment Management Corp | 100,000 | $4.02M | 0.02% | 00.0% | Unchanged |
| Monashee Investment Management LLC | 100,000 | $4.02M | 2.19% | +100,000 | New |
| Punch & Associates Investment Management, Inc. | 86,810 | $3.49M | 0.20% | +26,405+43.7% | Added |
| Skaana Management L.P. | 75,535 | $3.00M | 1.20% | +64,533+586.6% | Added |
| Rational Advisors LLC | 69,800 | $2.81M | 0.29% | −80,600−53.6% | Reduced |
| Laffer Tengler Investments | 60,730 | $2.44M | 0.36% | +3,430+6.0% | Added |
| JPMorgan Chase & Co | 58,809 | $2.37M | 0.00% | +33,393+131.4% | Added |
| Penserra Capital Management LLC | 57,463 | $2.31M | 0.03% | −2,004−3.4% | Reduced |
| Morgan Stanley | 56,413 | $2.27M | 0.00% | +16,909+42.8% | Added |
| Goldman Sachs Group Inc | 55,830 | $2.25M | 0.00% | +55,830 | New |
| Jane Street Group, LLC | 53,616 | $2.16M | 0.00% | +39,715+285.7% | Added |
| Weiss Asset Management LP | 50,000 | $2.00M | 0.04% | +50,000 | New |
| Steward Partners Investment Advisory, LLC | 47,151 | $1.90M | 0.01% | +14,552+44.6% | Added |
| Voya Investment Management LLC | 38,000 | $1.53M | 0.00% | −4,431,055−99.1% | Reduced |
| AEGON USA Investment Management, LLC | 37,400 | $1.50M | 1.17% | 00.0% | Unchanged |
| BlueCrest Capital Management Ltd | 34,221 | $1.38M | 0.13% | +34,221 | New |
| Envestnet Asset Management Inc | 32,135 | $1.29M | 0.00% | +25,237+365.9% | Added |
| Federated Hermes, Inc. | – | $1.04M | 0.00% | – | – |
| Regal Investment Advisors LLC | 23,822 | $958.1K | 0.06% | +6,673+38.9% | Added |
| Agf Management Ltd | 20,500 | $824.5K | 0.00% | 00.0% | Unchanged |
| LuminArx Capital Management LP | 20,000 | $802.0K | 0.60% | +20,000 | New |
| Raymond James Financial Inc | 18,234 | $733.4K | 0.00% | +2,189+13.6% | Added |
| Whittier Trust Co of Nevada Inc | 17,750 | $704.9K | 0.01% | +10,650+150.0% | Added |
| Wells Fargo & Company | 15,350 | $617.4K | 0.00% | +722+4.9% | Added |
| Chicago Partners Investment Group LLC | 12,477 | $562.1K | 0.01% | +12,477 | New |
| LPL Financial LLC | 11,256 | $452.7K | 0.00% | +3,061+37.4% | Added |
| Formidable Asset Management, LLC | 8,700 | $451.0K | 0.07% | +600+7.4% | Added |
| Central Pacific Bank - Trust Division | 10,705 | $430.6K | 0.05% | −1,680−13.6% | Reduced |
| PEAK6 LLC | 10,000 | $402.2K | 0.01% | +10,000 | New |
| Stratos Wealth Partners, LTD. | 9,250 | $372.0K | 0.00% | +1,400+17.8% | Added |
| Cetera Investment Advisers | 8,517 | $342.6K | 0.00% | +8,517 | New |
| Future Financial Wealth Managment LLC | 7,300 | $320.5K | 0.21% | +7,300 | New |
| U.S. Capital Wealth Advisors, LLC | 7,550 | $303.7K | 0.01% | +7,550 | New |
| Janney Montgomery Scott LLC | 7,155 | $288.0K | 0.00% | +7,155 | New |
| Barclays PLC | 7,028 | $282.7K | 0.00% | −58,865−89.3% | Reduced |
| Ares Systematic Credit Ltd | 5,861 | $231.4K | 0.18% | +5,861 | New |
| Advisor Group Holdings, Inc. | 5,730 | $230.5K | 0.00% | +2,900+102.5% | Added |
| Oddo BHF Asset Management SAS | 5,284 | $213.0K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 5,140 | $206.7K | 0.00% | +5,140 | New |
| Royal Bank of Canada | – | $154.0K | 0.00% | – | – |
| Credit Industriel Et Commercial | 150,000 | $150.0K | 0.02% | −330,000−68.8% | Reduced |
| Advisory Services Network, LLC | 3,150 | $126.7K | 0.00% | +3,150 | New |
| UBS Group AG | 1,534 | $61.7K | 0.00% | −111,020−98.6% | Reduced |
| Virtus ETF Advisers LLC | – | $34.1K | 0.02% | – | – |
| Farther Finance Advisors, LLC | 790 | $31.3K | 0.00% | +790 | New |
| Bank of Montreal | 600 | $24.1K | 0.00% | +200+50.0% | Added |
| Blair William & Co | 580 | $23.3K | 0.00% | +580 | New |
| Fifth Third Bancorp | 500 | $20.1K | 0.00% | +500 | New |
| Anchor Investment Management, LLC | 430 | $17.3K | 0.00% | +430 | New |
| Harbour Investments, Inc. | 100 | $4.02K | 0.00% | +100 | New |
| Lazard Asset Management LLC | – | $1.16K | 0.00% | – | – |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | – | Sold out |
| Longaeva Partners L.P. | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −53,300−100.0% | Sold out |
| Fortress Investment Group LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Palisade Capital Management LLC | 0 | $0 | 0.00% | −33,612−100.0% | Sold out |
| Camden Asset Management L P | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −7,842−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −6,070−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −4,750−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −4,181−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −4,139−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −4,137−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |