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, Q2 2026
Institutional positions in KKR & Co. Inc. as of Jun 30, 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
- 75
- −5 vs. Q1 2026
- Shares held
- 107.8M
- +2.77M (+2.6%) vs. Q1 2026
- Total value
- $2.05B
- +$45.0M (+2.2%) vs. Q1 2026
- New holders
- 11
- 25 more added
- Sold out
- 16
- 14 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital International Investors | 16,742,502 | $667.2M | 0.14% | 00.0% | Unchanged |
| Franklin Resources Inc | 5,615,415 | $223.8M | 0.05% | +2,076,964+58.7% | Added |
| Capital World Investors | 5,207,215 | $207.5M | 0.02% | 00.0% | Unchanged |
| Capital Research Global Investors | 3,568,211 | $142.2M | 0.02% | 00.0% | Unchanged |
| BlackRock, Inc. | 3,218,701 | $128.3M | 0.00% | −358,696−10.0% | Reduced |
| Advent Capital Management | 2,056,082 | $82.0M | 1.87% | +11,017+0.5% | Added |
| Calamos Advisors LLC | 1,782,560 | $71.0M | 0.26% | +1,797+0.1% | Added |
| Victory Capital Management Inc | 1,665,085 | $66.4M | 0.04% | +64,073+4.0% | Added |
| Infrastructure Capital Advisors, LLC | 1,359,456 | $54.2M | 4.23% | +269,270+24.7% | Added |
| FMR LLC | 1,156,172 | $45.8M | 0.00% | −38,000−3.2% | Reduced |
| Manufacturers Life Insurance Company, The | 996,751 | $39.7M | 0.03% | +193,000+24.0% | Added |
| Ameriprise Financial Inc | 994,435 | $39.4M | 0.01% | +444,000+80.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 969,766 | $38.6M | 0.05% | −258,343−21.0% | Reduced |
| State Street Corp | 795,139 | $31.4M | 0.00% | +120,631+17.9% | Added |
| Torray LLC | 573,623 | $22.9M | 3.08% | +92,447+19.2% | Added |
| Fosun International Ltd | 50,700,000 | $20.2M | 4.53% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | – | $15.8M | 0.03% | – | – |
| Capital International Inc | 387,755 | $15.5M | 0.11% | 00.0% | Unchanged |
| Clearbridge Investments, LLC | 373,154 | $14.9M | 0.01% | −30,568−7.6% | Reduced |
| Wellington Management Group LLP | 359,204 | $14.1M | 0.00% | −132,881−27.0% | Reduced |
| Ssi Investment Management LLC | 346,110 | $13.7M | 0.80% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 235,810 | $9.40M | 2.23% | 00.0% | Unchanged |
| Bank of America Corp | 233,930 | $9.32M | 0.00% | +89,098+61.5% | Added |
| Whittier Trust Co | 169,023 | $6.96M | 0.07% | +7,595+4.7% | Added |
| Invesco Ltd. | 157,441 | $6.27M | 0.00% | +46,561+42.0% | Added |
| Lord, Abbett & Co. LLC | – | $6.21M | 0.02% | – | – |
| Credit Industriel Et Commercial | 150,000 | $5.91M | 0.64% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 6,920,750 | $5.52M | 0.00% | +1,315,000+23.5% | Added |
| Alberta Investment Management Corp | 100,000 | $3.98M | 0.02% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 85,775 | $3.42M | 0.17% | −1,035−1.2% | Reduced |
| Goldman Sachs Group Inc | 80,113 | $3.19M | 0.00% | +24,283+43.5% | Added |
| Rational Advisors LLC | 69,800 | $2.78M | 0.26% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 65,582 | $2.61M | 0.02% | +8,119+14.1% | Added |
| Envestnet Asset Management Inc | 64,178 | $2.56M | 0.00% | +32,043+99.7% | Added |
| Laffer Tengler Investments | 59,795 | $2.37M | 0.30% | −935−1.5% | Reduced |
| Independent Financial Group, LLC | 52,400 | $2.09M | 0.04% | +52,400 | New |
| Steward Partners Investment Advisory, LLC | 45,625 | $1.82M | 0.01% | −1,526−3.2% | Reduced |
| Neuberger Berman Group LLC | 45,400 | $1.81M | 0.00% | −510,200−91.8% | Reduced |
| Morgan Stanley | 45,341 | $1.81M | 0.00% | −11,072−19.6% | Reduced |
| HRT Financial LP | 39,581 | $1.58M | 0.00% | +39,581 | New |
| AEGON USA Investment Management, LLC | 37,400 | $1.47M | 1.05% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 28,430 | $1.14M | 0.18% | +19,730+226.8% | Added |
| Regal Investment Advisors LLC | 26,807 | $1.07M | 0.06% | +2,985+12.5% | Added |
| Raymond James Financial Inc | 18,506 | $737.5K | 0.00% | +272+1.5% | Added |
| Whittier Trust Co of Nevada Inc | 17,750 | $727.9K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 14,203 | $566.0K | 0.00% | −1,147−7.5% | Reduced |
| Chicago Partners Investment Group LLC | 12,477 | $523.1K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 13,090 | $521.6K | 0.00% | +1,834+16.3% | Added |
| Central Pacific Bank - Trust Division | 10,705 | $426.6K | 0.04% | 00.0% | Unchanged |
| Stifel Financial Corp | 10,050 | $400.5K | 0.00% | +10,050 | New |
| PEAK6 LLC | 10,000 | $398.5K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 9,575 | $381.6K | 0.00% | +325+3.5% | Added |
| Royal Bank of Canada | – | $358.0K | 0.00% | – | – |
| Future Financial Wealth Managment LLC | 8,300 | $348.0K | 0.22% | +1,000+13.7% | Added |
| Janney Montgomery Scott LLC | 8,705 | $347.0K | 0.00% | +1,550+21.7% | Added |
| Oppenheimer & Co Inc | 8,695 | $346.5K | 0.00% | +8,695 | New |
| SRS Capital Advisors, Inc. | 8,550 | $340.7K | 0.00% | +8,550 | New |
| Citigroup Inc | 8,252 | $328.8K | 0.00% | +8,252 | New |
| Cetera Investment Advisers | 8,072 | $321.7K | 0.00% | −445−5.2% | Reduced |
| Ares Systematic Credit Ltd | 5,861 | $233.6K | 0.14% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,730 | $228.3K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 5,167 | $204.9K | 0.00% | +5,167 | New |
| Oddo BHF Asset Management SAS | 5,000 | $199.5K | 0.01% | −284−5.4% | Reduced |
| UBS Group AG | 4,699 | $187.3K | 0.00% | +3,165+206.3% | Added |
| Virtus Fixed Income Advisers, LLC | – | $142.6K | 0.09% | – | New |
| IMA Wealth, Inc. | 2,655 | $105.8K | 0.01% | +2,655 | New |
| Virtus ETF Advisers LLC | – | $33.7K | 0.01% | – | – |
| Harbour Investments, Inc. | 700 | $27.9K | 0.00% | +600+600.0% | Added |
| Bank of Montreal | 600 | $23.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 590 | $23.5K | 0.00% | −200−25.3% | Reduced |
| Fifth Third Bancorp | 500 | $19.9K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 430 | $17.1K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 215 | $8.57K | 0.00% | +215 | New |
| Lazard Asset Management LLC | – | $1.15K | 0.00% | – | – |
| National Bank of Canada | 3 | $118 | 0.00% | +3 | New |
| Context Capital Management, LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −129,560−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Skaana Management L.P. | 0 | $0 | 0.00% | −75,535−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −58,809−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −53,616−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −38,000−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −34,221−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | – | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −20,500−100.0% | Sold out |
| LuminArx Capital Management LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −7,028−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −5,140−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,150−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −580−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | Not filed |