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 |
|---|---|---|---|---|---|
| National Bank of Canada | 3 | $118 | 0.00% | +3 | New |
| Lazard Asset Management LLC | – | $1.15K | 0.00% | – | – |
| NBC Securities, Inc. | 215 | $8.57K | 0.00% | +215 | New |
| Anchor Investment Management, LLC | 430 | $17.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 500 | $19.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 590 | $23.5K | 0.00% | −200−25.3% | Reduced |
| Bank of Montreal | 600 | $23.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 700 | $27.9K | 0.00% | +600+600.0% | Added |
| Virtus ETF Advisers LLC | – | $33.7K | 0.01% | – | – |
| IMA Wealth, Inc. | 2,655 | $105.8K | 0.01% | +2,655 | New |
| Virtus Fixed Income Advisers, LLC | – | $142.6K | 0.09% | – | New |
| UBS Group AG | 4,699 | $187.3K | 0.00% | +3,165+206.3% | Added |
| Oddo BHF Asset Management SAS | 5,000 | $199.5K | 0.01% | −284−5.4% | Reduced |
| Wolverine Asset Management LLC | 5,167 | $204.9K | 0.00% | +5,167 | New |
| Advisor Group Holdings, Inc. | 5,730 | $228.3K | 0.00% | 00.0% | Unchanged |
| Ares Systematic Credit Ltd | 5,861 | $233.6K | 0.14% | 00.0% | Unchanged |
| Cetera Investment Advisers | 8,072 | $321.7K | 0.00% | −445−5.2% | Reduced |
| Citigroup Inc | 8,252 | $328.8K | 0.00% | +8,252 | New |
| SRS Capital Advisors, Inc. | 8,550 | $340.7K | 0.00% | +8,550 | New |
| Oppenheimer & Co Inc | 8,695 | $346.5K | 0.00% | +8,695 | New |
| Janney Montgomery Scott LLC | 8,705 | $347.0K | 0.00% | +1,550+21.7% | Added |
| Future Financial Wealth Managment LLC | 8,300 | $348.0K | 0.22% | +1,000+13.7% | Added |
| Royal Bank of Canada | – | $358.0K | 0.00% | – | – |
| Stratos Wealth Partners, LTD. | 9,575 | $381.6K | 0.00% | +325+3.5% | Added |
| PEAK6 LLC | 10,000 | $398.5K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 10,050 | $400.5K | 0.00% | +10,050 | New |
| Central Pacific Bank - Trust Division | 10,705 | $426.6K | 0.04% | 00.0% | Unchanged |
| LPL Financial LLC | 13,090 | $521.6K | 0.00% | +1,834+16.3% | Added |
| Chicago Partners Investment Group LLC | 12,477 | $523.1K | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 14,203 | $566.0K | 0.00% | −1,147−7.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 17,750 | $727.9K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Inc | 18,506 | $737.5K | 0.00% | +272+1.5% | Added |
| Regal Investment Advisors LLC | 26,807 | $1.07M | 0.06% | +2,985+12.5% | Added |
| Formidable Asset Management, LLC | 28,430 | $1.14M | 0.18% | +19,730+226.8% | Added |
| AEGON USA Investment Management, LLC | 37,400 | $1.47M | 1.05% | 00.0% | Unchanged |
| HRT Financial LP | 39,581 | $1.58M | 0.00% | +39,581 | New |
| Morgan Stanley | 45,341 | $1.81M | 0.00% | −11,072−19.6% | Reduced |
| Neuberger Berman Group LLC | 45,400 | $1.81M | 0.00% | −510,200−91.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 45,625 | $1.82M | 0.01% | −1,526−3.2% | Reduced |
| Independent Financial Group, LLC | 52,400 | $2.09M | 0.04% | +52,400 | New |
| Laffer Tengler Investments | 59,795 | $2.37M | 0.30% | −935−1.5% | Reduced |
| Envestnet Asset Management Inc | 64,178 | $2.56M | 0.00% | +32,043+99.7% | Added |
| Penserra Capital Management LLC | 65,582 | $2.61M | 0.02% | +8,119+14.1% | Added |
| Rational Advisors LLC | 69,800 | $2.78M | 0.26% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 80,113 | $3.19M | 0.00% | +24,283+43.5% | Added |
| Punch & Associates Investment Management, Inc. | 85,775 | $3.42M | 0.17% | −1,035−1.2% | Reduced |
| Alberta Investment Management Corp | 100,000 | $3.98M | 0.02% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 6,920,750 | $5.52M | 0.00% | +1,315,000+23.5% | Added |
| Credit Industriel Et Commercial | 150,000 | $5.91M | 0.64% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | – | $6.21M | 0.02% | – | – |
| Invesco Ltd. | 157,441 | $6.27M | 0.00% | +46,561+42.0% | Added |
| Whittier Trust Co | 169,023 | $6.96M | 0.07% | +7,595+4.7% | Added |
| Bank of America Corp | 233,930 | $9.32M | 0.00% | +89,098+61.5% | Added |
| Pier 88 Investment Partners LLC | 235,810 | $9.40M | 2.23% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 346,110 | $13.7M | 0.80% | 00.0% | Unchanged |
| Wellington Management Group LLP | 359,204 | $14.1M | 0.00% | −132,881−27.0% | Reduced |
| Clearbridge Investments, LLC | 373,154 | $14.9M | 0.01% | −30,568−7.6% | Reduced |
| Capital International Inc | 387,755 | $15.5M | 0.11% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | – | $15.8M | 0.03% | – | – |
| Fosun International Ltd | 50,700,000 | $20.2M | 4.53% | 00.0% | Unchanged |
| Torray LLC | 573,623 | $22.9M | 3.08% | +92,447+19.2% | Added |
| State Street Corp | 795,139 | $31.4M | 0.00% | +120,631+17.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 969,766 | $38.6M | 0.05% | −258,343−21.0% | Reduced |
| Ameriprise Financial Inc | 994,435 | $39.4M | 0.01% | +444,000+80.7% | Added |
| Manufacturers Life Insurance Company, The | 996,751 | $39.7M | 0.03% | +193,000+24.0% | Added |
| FMR LLC | 1,156,172 | $45.8M | 0.00% | −38,000−3.2% | Reduced |
| Infrastructure Capital Advisors, LLC | 1,359,456 | $54.2M | 4.23% | +269,270+24.7% | Added |
| Victory Capital Management Inc | 1,665,085 | $66.4M | 0.04% | +64,073+4.0% | Added |
| Calamos Advisors LLC | 1,782,560 | $71.0M | 0.26% | +1,797+0.1% | Added |
| Advent Capital Management | 2,056,082 | $82.0M | 1.87% | +11,017+0.5% | Added |
| BlackRock, Inc. | 3,218,701 | $128.3M | 0.00% | −358,696−10.0% | Reduced |
| Capital Research Global Investors | 3,568,211 | $142.2M | 0.02% | 00.0% | Unchanged |
| Capital World Investors | 5,207,215 | $207.5M | 0.02% | 00.0% | Unchanged |
| Franklin Resources Inc | 5,615,415 | $223.8M | 0.05% | +2,076,964+58.7% | Added |
| Capital International Investors | 16,742,502 | $667.2M | 0.14% | 00.0% | Unchanged |
| 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 |