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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | – | $1.16K | 0.00% | – | – |
| Harbour Investments, Inc. | 100 | $4.02K | 0.00% | +100 | New |
| Anchor Investment Management, LLC | 430 | $17.3K | 0.00% | +430 | New |
| Fifth Third Bancorp | 500 | $20.1K | 0.00% | +500 | New |
| Blair William & Co | 580 | $23.3K | 0.00% | +580 | New |
| Bank of Montreal | 600 | $24.1K | 0.00% | +200+50.0% | Added |
| Farther Finance Advisors, LLC | 790 | $31.3K | 0.00% | +790 | New |
| Virtus ETF Advisers LLC | – | $34.1K | 0.02% | – | – |
| UBS Group AG | 1,534 | $61.7K | 0.00% | −111,020−98.6% | Reduced |
| Advisory Services Network, LLC | 3,150 | $126.7K | 0.00% | +3,150 | New |
| Credit Industriel Et Commercial | 150,000 | $150.0K | 0.02% | −330,000−68.8% | Reduced |
| Royal Bank of Canada | – | $154.0K | 0.00% | – | – |
| Susquehanna International Group, LLP | 5,140 | $206.7K | 0.00% | +5,140 | New |
| Oddo BHF Asset Management SAS | 5,284 | $213.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,730 | $230.5K | 0.00% | +2,900+102.5% | Added |
| Ares Systematic Credit Ltd | 5,861 | $231.4K | 0.18% | +5,861 | New |
| Barclays PLC | 7,028 | $282.7K | 0.00% | −58,865−89.3% | Reduced |
| Janney Montgomery Scott LLC | 7,155 | $288.0K | 0.00% | +7,155 | New |
| U.S. Capital Wealth Advisors, LLC | 7,550 | $303.7K | 0.01% | +7,550 | New |
| Future Financial Wealth Managment LLC | 7,300 | $320.5K | 0.21% | +7,300 | New |
| Cetera Investment Advisers | 8,517 | $342.6K | 0.00% | +8,517 | New |
| Stratos Wealth Partners, LTD. | 9,250 | $372.0K | 0.00% | +1,400+17.8% | Added |
| PEAK6 LLC | 10,000 | $402.2K | 0.01% | +10,000 | New |
| Central Pacific Bank - Trust Division | 10,705 | $430.6K | 0.05% | −1,680−13.6% | Reduced |
| Formidable Asset Management, LLC | 8,700 | $451.0K | 0.07% | +600+7.4% | Added |
| LPL Financial LLC | 11,256 | $452.7K | 0.00% | +3,061+37.4% | Added |
| Chicago Partners Investment Group LLC | 12,477 | $562.1K | 0.01% | +12,477 | New |
| Wells Fargo & Company | 15,350 | $617.4K | 0.00% | +722+4.9% | Added |
| Whittier Trust Co of Nevada Inc | 17,750 | $704.9K | 0.01% | +10,650+150.0% | Added |
| Raymond James Financial Inc | 18,234 | $733.4K | 0.00% | +2,189+13.6% | Added |
| LuminArx Capital Management LP | 20,000 | $802.0K | 0.60% | +20,000 | New |
| Agf Management Ltd | 20,500 | $824.5K | 0.00% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 23,822 | $958.1K | 0.06% | +6,673+38.9% | Added |
| Federated Hermes, Inc. | – | $1.04M | 0.00% | – | – |
| Envestnet Asset Management Inc | 32,135 | $1.29M | 0.00% | +25,237+365.9% | Added |
| BlueCrest Capital Management Ltd | 34,221 | $1.38M | 0.13% | +34,221 | New |
| AEGON USA Investment Management, LLC | 37,400 | $1.50M | 1.17% | 00.0% | Unchanged |
| Voya Investment Management LLC | 38,000 | $1.53M | 0.00% | −4,431,055−99.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 47,151 | $1.90M | 0.01% | +14,552+44.6% | Added |
| Weiss Asset Management LP | 50,000 | $2.00M | 0.04% | +50,000 | New |
| Jane Street Group, LLC | 53,616 | $2.16M | 0.00% | +39,715+285.7% | Added |
| Goldman Sachs Group Inc | 55,830 | $2.25M | 0.00% | +55,830 | New |
| Morgan Stanley | 56,413 | $2.27M | 0.00% | +16,909+42.8% | Added |
| Penserra Capital Management LLC | 57,463 | $2.31M | 0.03% | −2,004−3.4% | Reduced |
| JPMorgan Chase & Co | 58,809 | $2.37M | 0.00% | +33,393+131.4% | Added |
| Laffer Tengler Investments | 60,730 | $2.44M | 0.36% | +3,430+6.0% | Added |
| Rational Advisors LLC | 69,800 | $2.81M | 0.29% | −80,600−53.6% | Reduced |
| Skaana Management L.P. | 75,535 | $3.00M | 1.20% | +64,533+586.6% | Added |
| Punch & Associates Investment Management, Inc. | 86,810 | $3.49M | 0.20% | +26,405+43.7% | Added |
| 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 |
| Invesco Ltd. | 110,880 | $4.46M | 0.00% | −94,018−45.9% | Reduced |
| Russell Investments Group, Ltd. | 5,605,750 | $4.51M | 0.00% | +99,350+1.8% | Added |
| Boothbay Fund Management, LLC | 129,560 | $5.21M | 0.12% | +129,560 | New |
| Bank of America Corp | 144,832 | $5.83M | 0.00% | −15,357−9.6% | Reduced |
| Lord, Abbett & Co. LLC | – | $6.35M | 0.02% | – | – |
| Whittier Trust Co | 161,428 | $6.41M | 0.07% | +73,265+83.1% | Added |
| Pier 88 Investment Partners LLC | 235,810 | $9.48M | 2.43% | −88,700−27.3% | Reduced |
| Context Capital Management, LLC | 250,000 | $10.1M | 0.23% | +250,000 | New |
| Ssi Investment Management LLC | 346,110 | $13.9M | 0.96% | −28,150−7.5% | Reduced |
| Capital International Inc | 387,755 | $15.6M | 0.12% | +115,341+42.3% | Added |
| Thrivent Financial for Lutherans | – | $16.0M | 0.03% | – | – |
| Clearbridge Investments, LLC | 403,722 | $16.2M | 0.01% | −123,537−23.4% | Reduced |
| Torray LLC | 481,176 | $19.4M | 2.84% | +66,774+16.1% | Added |
| Wellington Management Group LLP | 492,085 | $19.5M | 0.00% | +15,794+3.3% | Added |
| Fosun International Ltd | 50,700,000 | $20.4M | 5.12% | +17,200,000+51.3% | Added |
| Ameriprise Financial Inc | 550,435 | $22.1M | 0.01% | −84,165−13.3% | Reduced |
| Neuberger Berman Group LLC | 555,600 | $22.4M | 0.02% | −6,500−1.2% | Reduced |
| State Street Corp | 674,508 | $27.0M | 0.00% | −35,000−4.9% | Reduced |
| Manufacturers Life Insurance Company, The | 803,751 | $32.4M | 0.03% | +666,681+486.4% | Added |
| Infrastructure Capital Advisors, LLC | 1,090,186 | $43.8M | 4.12% | −26,790−2.4% | Reduced |
| FMR LLC | 1,194,172 | $47.9M | 0.00% | −78,828−6.2% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,228,109 | $49.4M | 0.07% | +149,027+13.8% | Added |
| Victory Capital Management Inc | 1,601,012 | $64.4M | 0.04% | +172,992+12.1% | Added |
| Calamos Advisors LLC | 1,780,763 | $71.6M | 0.28% | −334,139−15.8% | Reduced |
| Advent Capital Management | 2,045,065 | $82.5M | 2.44% | +47,518+2.4% | Added |
| Franklin Resources Inc | 3,538,451 | $142.3M | 0.03% | +2,105,857+147.0% | Added |
| Capital Research Global Investors | 3,568,211 | $143.5M | 0.02% | +3,568,211 | New |
| BlackRock, Inc. | 3,577,397 | $143.9M | 0.00% | −377,236−9.5% | Reduced |
| Capital World Investors | 5,207,215 | $209.4M | 0.03% | 00.0% | Unchanged |
| Capital International Investors | 16,742,502 | $673.4M | 0.16% | +2,128,745+14.6% | Added |
| 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 |