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.
13F holders, Q2 2021
Institutional positions in KKR & Co. Inc. as of Jun 30, 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
- 704
- +57 vs. Q1 2021
- Shares held
- 447.8M
- −1.15M (−0.3%) vs. Q1 2021
- Total value
- $26.5B
- +$4.60B (+21.0%) vs. Q1 2021
- New holders
- 100
- 260 more added
- Sold out
- 43
- 205 more reduced
4 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,284 | $50.2B |
| Q1 2026 | 1,285 | $49.0B |
| Q4 2025 | 1,403 | $69.3B |
| Q3 2025 | 1,377 | $68.9B |
| Q2 2025 | 1,331 | $71.4B |
| Q1 2025 | 1,290 | $61.8B |
| Q4 2024 | 1,324 | $78.9B |
| Q3 2024 | 1,172 | $69.3B |
| Q2 2024 | 1,068 | $56.4B |
| Q1 2024 | 1,033 | $50.8B |
| Q4 2023 | 918 | $41.8B |
| Q3 2023 | 792 | $31.1B |
| Q2 2023 | 758 | $26.8B |
| Q1 2023 | 742 | $25.2B |
| Q4 2022 | 730 | $22.1B |
| Q3 2022 | 709 | $20.2B |
| Q2 2022 | 732 | $21.1B |
| Q1 2022 | 786 | $26.0B |
| Q4 2021 | 833 | $33.1B |
| Q3 2021 | 745 | $27.1B |
| Q2 2021 | 704 | $26.5B |
| Q1 2021 | 651 | $22.1B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 11 | $1.00K | 0.00% | +5+83.3% | Added |
| Raffa Wealth Management, LLC | 17 | $1.01K | 0.00% | −3,005−99.4% | Reduced |
| Kelly Financial Services LLC | 74,050 | $1.25K | 0.05% | +72,800+5,824.0% | Added |
| Financial Management Professionals, Inc. | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 67 | $4.00K | 0.00% | +12+21.8% | Added |
| Quadrant Capital Group LLC | 75 | $4.00K | 0.00% | +13+21.0% | Added |
| Bellevue Asset Management, LLC | 80 | $5.00K | 0.00% | −750−90.4% | Reduced |
| Sandy Spring Bank | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 77 | $5.00K | 0.00% | +77 | New |
| Washington Trust Co | 105 | $6.00K | 0.00% | −6−5.4% | Reduced |
| Permanens Capital L.P. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 102 | $6.00K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 126 | $7.00K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 140 | $8.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 134 | $8.00K | 0.00% | +134 | New |
| Lindbrook Capital, LLC | 165 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 161 | $10.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 180 | $11.0K | 0.00% | +180 | New |
| Creative Financial Designs Inc | 203 | $12.0K | 0.00% | +1+0.5% | Added |
| Webster Bank, N. A. | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| NN Investment Partners Holdings N.V. | 200 | $12.0K | 0.00% | +200 | New |
| Evermay Wealth Management LLC | 230 | $14.0K | 0.00% | +230 | New |
| Twin Tree Management, LP | 275 | $16.0K | 0.00% | −4,694−94.5% | Reduced |
| Itau Unibanco Holding S.A. | 266 | $16.0K | 0.00% | +266 | New |
| Endurance Wealth Management, Inc. | 300 | $17.0K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $18.0K | 0.01% | – | New |
| Signaturefd, LLC | 313 | $19.0K | 0.00% | +19+6.5% | Added |
| Parallel Advisors, LLC | 332 | $20.0K | 0.00% | +20+6.4% | Added |
| Earnest Partners LLC | 359 | $21.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 375 | $22.0K | 0.00% | −375−50.0% | Reduced |
| Charter Oak Capital Management, LLC | 385 | $23.0K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 392 | $23.0K | 0.01% | +392 | New |
| Capital Analysts, LLC | 400 | $24.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 400 | $24.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 418 | $25.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 444 | $26.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 452 | $26.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 446 | $26.0K | 0.00% | +276+162.4% | Added |
| Simplex Trading, LLC | 488 | $28.0K | 0.00% | −5,302−91.6% | Reduced |
| Anchor Investment Management, LLC | 500 | $29.6K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 508 | $30.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 500 | $30.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 500 | $30.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 500 | $30.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 500 | $30.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 505 | $30.0K | 0.01% | +435+621.4% | Added |
| Cumberland Partners Ltd | 500 | $30.0K | 0.00% | +500 | New |
| Institutional & Family Asset Management, LLC | 533 | $32.0K | 0.01% | +1+0.2% | Added |
| Arcadia Investment Management Corp | 568 | $34.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 635 | $38.0K | 0.00% | +22+3.6% | Added |
| Howe & Rusling Inc | 650 | $39.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 682 | $40.0K | 0.02% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 712 | $42.0K | 0.01% | +712 | New |
| Brewin Dolphin Ltd | 709 | $42.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 721 | $43.0K | 0.02% | +1+0.1% | Added |
| tru Independence LLC | 748 | $44.0K | 0.01% | +748 | New |
| Canton Hathaway, LLC | 800 | $47.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 797 | $47.0K | 0.00% | +687+624.5% | Added |
| Altshuler Shaham Ltd | 782 | $47.0K | 0.00% | +782 | New |
| Kistler-Tiffany Companies, LLC | 910 | $54.0K | 0.01% | −40−4.2% | Reduced |
| Trust Co of Vermont | 1,000 | $59.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,000 | $59.0K | 0.05% | +1,000 | New |
| Delta Asset Management LLC | 1,048 | $62.0K | 0.01% | +297+39.5% | Added |
| Whittier Trust Co of Nevada Inc | 1,100 | $65.0K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 1,132 | $67.0K | 0.01% | +1,132 | New |
| Modus Advisors, LLC | 1,150 | $68.0K | 0.03% | +1,150 | New |
| Private Capital Group, LLC | 1,295 | $77.0K | 0.02% | +208+19.1% | Added |
| Harvest Fund Management Co., Ltd | 1,406 | $84.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,519 | $90.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,536 | $91.0K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,569 | $93.0K | 0.03% | +100+6.8% | Added |
| Arrow Financial Corp | 1,670 | $99.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,679 | $99.0K | 0.01% | +1+0.1% | Added |
| Bogart Wealth, LLC | 1,702 | $101.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,751 | $104.0K | 0.00% | −766−30.4% | Reduced |
| Perkins Coie Trust Co | 1,750 | $104.0K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,891 | $112.0K | 0.03% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 1,900 | $113.0K | 0.02% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 2,056 | $122.0K | 0.11% | +5+0.2% | Added |
| Carroll Financial Associates, Inc. | 2,129 | $126.0K | 0.01% | +21+1.0% | Added |
| Centaurus Financial, Inc. | 2,173 | $129.0K | 0.01% | +2,173 | New |
| D'Orazio & Associates, Inc. | 2,333 | $138.0K | 0.04% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,324 | $138.0K | 0.04% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 2,325 | $138.0K | 0.10% | +2,325 | New |
| Turim 21 Investimentos Ltda. | 2,500 | $148.0K | 0.05% | −500−16.7% | Reduced |
| Global Retirement Partners, LLC | 2,501 | $148.0K | 0.02% | +5+0.2% | Added |
| Plante Moran Financial Advisors, LLC | 2,493 | $148.0K | 0.04% | +1,385+125.0% | Added |
| Bessemer Group Inc | 2,570 | $152.0K | 0.00% | +2,465+2,347.6% | Added |
| Eagle Bay Advisors LLC | 2,550 | $152.0K | 0.12% | +2,550 | New |
| CWM, LLC | 2,652 | $157.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,672 | $158.0K | 0.03% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 2,685 | $159.0K | 0.07% | 00.0% | Unchanged |
| FORA Capital, LLC | 2,823 | $167.0K | 0.03% | −574−16.9% | Reduced |
| MUFG Americas Holdings Corp | 2,883 | $171.0K | 0.00% | −51,615−94.7% | Reduced |
| Arkadios Wealth Advisors | 2,958 | $175.0K | 0.02% | +2,376+408.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 2,980 | $177.0K | 0.03% | +3+0.1% | Added |
| Nisa Investment Advisors, LLC | 3,010 | $178.0K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 3,000 | $178.0K | 0.10% | 00.0% | Unchanged |