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KKR & Co. Inc.

KKR
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; 1,284 institutions reported holding it in 13F filings for Q2 2026, worth $50.2B in total; 6 superinvestors hold it, including Akre Capital Management and ValueAct Capital.

Other share classesKKRSKKRTKKR.PD

13F holders, Q1 2021

Institutional positions in KKR & Co. Inc. as of Mar 31, 2021. 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
651
No complete 13F data for Q4 2020
Shares held
452.4M
No complete 13F data for Q4 2020
Total value
$22.1B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting KKR 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.

Institutional holdersQ1 2021: 651 institutions
Q1 2021: 651 institutionsQ2 2021: 704 institutionsQ3 2021: 745 institutionsQ4 2021: 833 institutionsQ1 2022: 786 institutionsQ2 2022: 732 institutionsQ3 2022: 709 institutionsQ4 2022: 730 institutionsQ1 2023: 742 institutionsQ2 2023: 758 institutionsQ3 2023: 792 institutionsQ4 2023: 918 institutionsQ1 2024: 1,033 institutionsQ2 2024: 1,068 institutionsQ3 2024: 1,172 institutionsQ4 2024: 1,324 institutionsQ1 2025: 1,290 institutionsQ2 2025: 1,331 institutionsQ3 2025: 1,377 institutionsQ4 2025: 1,403 institutionsQ1 2026: 1,285 institutionsQ2 2026: 1,284 institutions
Value heldQ1 2021: $22.1B
Q1 2021: $22.1BQ2 2021: $26.5BQ3 2021: $27.1BQ4 2021: $33.1BQ1 2022: $26.0BQ2 2022: $21.1BQ3 2022: $20.2BQ4 2022: $22.1BQ1 2023: $25.2BQ2 2023: $26.8BQ3 2023: $31.1BQ4 2023: $41.8BQ1 2024: $50.8BQ2 2024: $56.4BQ3 2024: $69.3BQ4 2024: $78.9BQ1 2025: $61.8BQ2 2025: $71.4BQ3 2025: $68.9BQ4 2025: $69.3BQ1 2026: $49.0BQ2 2026: $50.2B
Institutions holding KKR and their total value by quarter
QuarterHoldersValue
Q2 20261,284$50.2B
Q1 20261,285$49.0B
Q4 20251,403$69.3B
Q3 20251,377$68.9B
Q2 20251,331$71.4B
Q1 20251,290$61.8B
Q4 20241,324$78.9B
Q3 20241,172$69.3B
Q2 20241,068$56.4B
Q1 20241,033$50.8B
Q4 2023918$41.8B
Q3 2023792$31.1B
Q2 2023758$26.8B
Q1 2023742$25.2B
Q4 2022730$22.1B
Q3 2022709$20.2B
Q2 2022732$21.1B
Q1 2022786$26.0B
Q4 2021833$33.1B
Q3 2021745$27.1B
Q2 2021704$26.5B
Q1 2021651$22.1B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding KKR & Co. Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding KKR in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Glassman Wealth Services6$00.00%––
Liberty Wealth Management LLC5$00.00%––
Valeo Financial Advisors, LLC13$1.00K0.00%––
Credential Qtrade Securities Inc.24$1.17K0.00%––
Clearstead Advisors, LLC68$3.00K0.00%––
Parkside Financial Bank & Trust55$3.00K0.00%––
Financial Management Professionals, Inc.57$3.00K0.00%––
Quadrant Capital Group LLC62$3.00K0.00%––
CVA Family Office, LLC70$3.00K0.00%––
Sandy Spring Bank80$4.00K0.00%––
Bessemer Group Inc105$5.00K0.00%––
Washington Trust Co111$5.00K0.00%––
O'Shaughnessy Asset Management, LLC110$5.00K0.00%––
Permanens Capital L.P.100$5.00K0.00%––
Geneos Wealth Management Inc.102$5.00K0.00%––
Islay Capital Management, LLC126$6.00K0.00%––
Pinnacle Bancorp, Inc.140$7.00K0.00%––
Sound Income Strategies, LLC161$7.87K0.00%––
Massmutual Trust Co FSB170$8.00K0.00%––
Lindbrook Capital, LLC165$8.00K0.00%––
Creative Financial Designs Inc202$10.0K0.00%––
Webster Bank, N. A.200$10.0K0.00%––
NEXT Financial Group, Inc200$10.0K0.00%––
Ameritas Investment Company, LLC206$10.1K0.00%––
Signaturefd, LLC294$14.0K0.00%––
Wealthcare Advisory Partners LLC287$14.0K0.00%––
Endurance Wealth Management, Inc.300$15.0K0.00%––
Parallel Advisors, LLC312$15.0K0.00%––
WealthShield Partners, LLC300$15.0K0.00%––
Earnest Partners LLC359$18.0K0.00%––
Charter Oak Capital Management, LLC385$19.0K0.00%––
Huntington National Bank414$20.0K0.00%––
Riggs Asset Managment Co. Inc.418$20.0K0.01%––
Capital Analysts, LLC400$20.0K0.00%––
AllSquare Wealth Management LLC400$20.0K0.01%––
Focused Wealth Management, Inc444$22.0K0.00%––
SOA Wealth Advisors, LLC.452$22.0K0.01%––
Credit Agricole S A500$24.0K0.00%––
AlphaMark Advisors, LLC500$24.0K0.01%––
Tradewinds Capital Management, LLC500$24.0K0.00%––
Trustcore Financial Services, LLC500$24.0K0.00%––
Disciplined Investments, LLC500$24.0K0.01%––
Anchor Investment Management, LLC500$24.4K0.00%––
Tradition Wealth Management, LLC508$25.0K0.00%––
Institutional & Family Asset Management, LLC532$26.0K0.01%––
Arcadia Investment Management Corp568$28.0K0.01%––
Arkadios Wealth Advisors582$28.0K0.00%––
Harbour Investments, Inc.613$30.0K0.00%––
Howe & Rusling Inc650$32.0K0.00%––
Rosenberg Matthew Hamilton682$33.0K0.02%––
Litman Gregory Asset Management LLC694$34.0K0.01%––
Brewin Dolphin Ltd709$34.6K0.00%––
Psagot Investment House Ltd.720$35.0K0.00%––
TSFG, LLC720$35.0K0.02%––
Delta Asset Management LLC751$37.0K0.00%––
First Horizon Advisors, Inc.750$37.0K0.00%––
Canton Hathaway, LLC800$39.0K0.01%––
Bellevue Asset Management, LLC830$41.0K0.03%––
Meridian Wealth Partners, LLC895$44.0K0.01%––
Kistler-Tiffany Companies, LLC950$46.0K0.01%––
Trust Co of Vermont1,000$49.0K0.00%––
Private Capital Group, LLC1,087$53.0K0.01%––
Whittier Trust Co of Nevada Inc1,100$54.0K0.00%––
Plante Moran Financial Advisors, LLC1,108$54.0K0.01%––
Kelly Financial Services LLC1,250$61.1K0.04%––
Penserra Capital Management LLC1,359$66.0K0.00%––
Harvest Fund Management Co., Ltd1,406$68.0K0.01%––
Hoey Investments, Inc1,469$72.0K0.03%––
Harbor Investment Advisory, LLC1,519$74.0K0.01%––
Caldwell Trust Co1,536$75.0K0.01%––
International Assets Investment Management, LLC2,014$77.0K0.01%––
Arrow Financial Corp1,670$82.0K0.01%––
Montag A & Associates Inc1,678$82.0K0.00%––
Bogart Wealth, LLC1,702$83.0K0.01%––
Perkins Coie Trust Co1,750$85.0K0.03%––
GPS Wealth Strategies Group, LLC1,891$92.0K0.03%––
Edge Wealth Management LLC1,900$93.0K0.02%––
Better Money Decisions, LLC2,051$100.0K0.10%––
Carroll Financial Associates, Inc.2,108$102.0K0.01%––
D'Orazio & Associates, Inc.2,333$114.0K0.03%––
Concord Wealth Partners2,324$114.0K0.04%––
Global Wealth Management Investment Advisory, Inc.2,484$121.0K0.04%––
Global Retirement Partners, LLC2,496$122.0K0.01%––
Fifth Third Bancorp2,517$123.0K0.00%––
Capitolis Advisors LLC2,600$127.0K0.00%––
Allred Capital Management, LLC2,668$130.3K0.06%––
MBM Wealth Consultants, LLC2,685$131.0K0.07%––
Carolinas Wealth Consulting LLC2,672$131.0K0.03%––
Bank Julius Baer & Co. Ltd, Zurich2,706$132.0K0.00%––
First Bank & Trust2,698$132.0K0.07%––
Panagora Asset Management Inc2,892$141.0K0.00%––
Abundance Wealth Counselors2,909$142.0K0.04%––
Patriot Financial Group Insurance Agency, LLC2,977$145.0K0.03%––
Nisa Investment Advisors, LLC3,010$147.0K0.00%––
First Quadrant L P3,019$147.0K0.02%––
Turim 21 Investimentos Ltda.3,000$147.0K0.09%––
Fortis Advisors, LLC3,000$147.0K0.11%––
Regency Capital Management Inc.3,000$147.0K0.15%––
Raffa Wealth Management, LLC3,022$147.6K0.05%––
Newbridge Financial Services Group, Inc.3,142$153.0K0.11%––