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 |
|---|---|---|---|---|---|
| Glenmede Trust Co NA | 3,050 | $180.0K | 0.00% | −5,092−62.5% | Reduced |
| First Bank & Trust | 3,061 | $181.0K | 0.09% | +363+13.5% | Added |
| Newbridge Financial Services Group, Inc. | 3,145 | $186.0K | 0.11% | +3+0.1% | Added |
| Hexagon Capital Partners LLC | 3,240 | $192.0K | 0.05% | −1,226−27.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,277 | $194.0K | 0.11% | +8+0.2% | Added |
| Global Trust Asset Management, LLC | 3,400 | $201.0K | 0.10% | +3,400 | New |
| Boston Private Wealth LLC | 3,443 | $204.0K | 0.00% | +3,443 | New |
| Mount Yale Investment Advisors, LLC | 3,470 | $206.0K | 0.02% | +3,470 | New |
| Telemus Capital, LLC | 3,500 | $207.0K | 0.01% | +3,500 | New |
| We Are One Seven, LLC | 3,495 | $207.0K | 0.03% | +3,495 | New |
| Vestmark Advisory Solutions, Inc. | 3,548 | $210.0K | 0.01% | +3,548 | New |
| Mayflower Financial Advisors, LLC | 3,540 | $210.0K | 0.03% | +3,540 | New |
| Peapack Gladstone Financial Corp | 3,592 | $212.0K | 0.01% | +3,592 | New |
| Compagnie Lombard Odier SCmA | 3,615 | $214.0K | 0.00% | +3,615 | New |
| 55I, LLC | 3,630 | $215.0K | 0.01% | +3,630 | New |
| Global Wealth Management Investment Advisory, Inc. | 3,639 | $216.0K | 0.07% | +1,155+46.5% | Added |
| Northeast Investment Management | 3,700 | $219.0K | 0.01% | −1,376−27.1% | Reduced |
| Ade, LLC | 3,805 | $225.0K | 0.20% | 00.0% | Unchanged |
| Appleton Partners Inc | 3,825 | $227.0K | 0.02% | +3,825 | New |
| Paces Ferry Wealth Advisors, LLC | 3,878 | $230.0K | 0.18% | +3,878 | New |
| Two Sigma Securities, LLC | 3,899 | $231.0K | 0.06% | −93,568−96.0% | Reduced |
| Baldwin Investment Management, LLC | 3,900 | $231.0K | 0.04% | −667−14.6% | Reduced |
| Laidlaw Wealth Management LLC | 3,900 | $231.0K | 0.06% | +3,900 | New |
| Cornerstone Wealth Group, LLC | 4,090 | $235.0K | 0.05% | +90+2.3% | Added |
| Venture Visionary Partners LLC | 3,976 | $235.0K | 0.02% | +3,976 | New |
| SRS Capital Advisors, Inc. | 4,002 | $237.0K | 0.03% | +4,002 | New |
| Advisor Resource Council | 4,000 | $237.0K | 0.02% | +4,000 | New |
| Financial Architects, Inc | 4,039 | $239.0K | 0.03% | +4,039 | New |
| MONECO Advisors, LLC | 4,055 | $240.0K | 0.11% | +4,055 | New |
| Voya Financial Advisors, Inc. | 4,000 | $242.0K | 0.03% | −22,126−84.7% | Reduced |
| Cigna Investments Inc | 4,104 | $243.0K | 0.02% | −40−1.0% | Reduced |
| Denali Advisors LLC | 4,100 | $243.0K | 0.09% | +4,100 | New |
| Spotlight Asset Group, Inc. | 4,157 | $246.0K | 0.09% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 4,181 | $247.0K | 0.00% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 4,202 | $249.0K | 0.03% | −166−3.8% | Reduced |
| Leonteq Securities AG | 4,271 | $253.0K | 0.02% | +675+18.8% | Added |
| Veritable, L.P. | 4,363 | $258.0K | 0.00% | +28+0.6% | Added |
| Edmond de Rothschild Holding S.A. | 4,389 | $260.0K | 0.01% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 4,435 | $263.0K | 0.23% | +4,435 | New |
| Profund Advisors LLC | 4,488 | $266.0K | 0.01% | −580−11.4% | Reduced |
| Huntington National Bank | 4,547 | $269.0K | 0.00% | +4,133+998.3% | Added |
| Aviance Capital Partners, LLC | 4,624 | $274.0K | 0.05% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 4,785 | $283.0K | 0.06% | 00.0% | Unchanged |
| Patten Group, Inc. | 4,769 | $283.0K | 0.08% | +4,769 | New |
| PRW Wealth Management LLC | 4,769 | $283.0K | 0.08% | +4,769 | New |
| 9258 Wealth Management, LLC | 4,795 | $284.0K | 0.08% | −1,151−19.4% | Reduced |
| KCM Investment Advisors LLC | 4,800 | $284.0K | 0.01% | 00.0% | Unchanged |
| Asset Management Corp | 4,812 | $285.0K | 0.18% | +6+0.1% | Added |
| Evergreen Capital Management LLC | 4,804 | $285.0K | 0.01% | +8+0.2% | Added |
| AE Wealth Management LLC | 4,833 | $286.0K | 0.00% | +4,833 | New |
| Tokio Marine Asset Management Co Ltd | 4,846 | $287.0K | 0.03% | +558+13.0% | Added |
| Symmetry Partners, LLC | 4,908 | $291.0K | 0.02% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 4,975 | $295.0K | 0.00% | −939−15.9% | Reduced |
| HighPoint Advisor Group LLC | 4,987 | $295.0K | 0.03% | +293+6.2% | Added |
| Arbiter Partners Capital Management LLC | 5,000 | $296.0K | 0.18% | −2,000−28.6% | Reduced |
| Farr Miller & Washington LLC | 5,000 | $296.0K | 0.02% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 5,000 | $296.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 5,000 | $296.0K | 0.26% | +5,000 | New |
| Scotia Capital Inc. | 5,019 | $297.0K | 0.00% | −50−1.0% | Reduced |
| Ashfield Capital Partners, LLC | 5,018 | $297.0K | 0.02% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 5,058 | $300.0K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 5,076 | $301.0K | 0.01% | +4+0.1% | Added |
| Change Path, LLC | 5,105 | $302.0K | 0.02% | +5,105 | New |
| Sunbelt Securities, Inc. | 5,199 | $303.0K | 0.05% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 5,200 | $308.0K | 0.01% | 00.0% | Unchanged |
| qPULA Trading Management LP | 5,203 | $308.0K | 0.55% | +5,203 | New |
| Williams Jones Wealth Management, LLC. | 5,235 | $310.0K | 0.00% | +446+9.3% | Added |
| First City Capital Management, Inc. | 4,699 | $311.0K | 0.17% | −51−1.1% | Reduced |
| First National Bank Sioux Falls | 5,306 | $314.0K | 0.48% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,300 | $314.0K | 0.10% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 5,425 | $321.0K | 0.19% | −1,650−23.3% | Reduced |
| Glenview Trust Co | 5,414 | $321.0K | 0.01% | +5,414 | New |
| Capital Planning Advisors, LLC | 5,470 | $324.0K | 0.07% | +950+21.0% | Added |
| Edgemoor Investment Advisors, Inc. | 5,500 | $326.0K | 0.03% | 00.0% | Unchanged |
| Camden Capital, LLC | 5,676 | $336.0K | 0.08% | +159+2.9% | Added |
| Brewin Dolphin Wealth Management Ltd | 5,700 | $337.7K | 0.04% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 5,137 | $338.0K | 0.02% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 5,760 | $341.0K | 0.04% | −125−2.1% | Reduced |
| EP Wealth Advisors, LLC | 5,763 | $341.0K | 0.01% | +441+8.3% | Added |
| Fortress Wealth Group, LLC | 5,804 | $344.0K | 0.31% | +5,804 | New |
| Hodges Capital Management Inc. | 5,831 | $345.0K | 0.04% | +8+0.1% | Added |
| Arlington Financial Advisors, LLC | 5,865 | $347.0K | 0.13% | +5,865 | New |
| Highland Capital Management Fund Advisors, L.P. | 5,866 | $348.0K | 0.08% | −620−9.6% | Reduced |
| Brighton Jones LLC | 5,910 | $350.0K | 0.02% | +188+3.3% | Added |
| Gateway Advisory, LLC | 5,924 | $351.0K | 0.07% | 00.0% | Unchanged |
| RDA Financial Network | 5,958 | $353.0K | 0.16% | +4+0.1% | Added |
| Steel Peak Wealth Management LLC | 5,953 | $353.0K | 0.03% | −10.0% | Reduced |
| Financial Advocates Investment Management | 5,559 | $353.0K | 0.02% | −12−0.2% | Reduced |
| Lazard Asset Management LLC | 6,000 | $355.0K | 0.00% | 00.0% | Unchanged |
| Family Management Corp | 6,003 | $356.0K | 0.09% | 00.0% | Unchanged |
| Overbrook Management Corp | 6,062 | $359.0K | 0.08% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 6,174 | $366.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 6,175 | $366.0K | 0.07% | +300+5.1% | Added |
| Proequities, Inc. | 6,220 | $368.0K | 0.02% | −98−1.6% | Reduced |
| US Bancorp | 6,509 | $386.0K | 0.00% | +518+8.6% | Added |
| Kingsview Wealth Management, LLC | 6,515 | $389.0K | 0.02% | +677+11.6% | Added |
| Boothbay Fund Management, LLC | 6,616 | $392.0K | 0.02% | +6,616 | New |
| Phocas Financial Corp. | 6,645 | $393.0K | 0.05% | +6,645 | New |
| Visionary Wealth Advisors | 6,734 | $399.0K | 0.04% | −370−5.2% | Reduced |
| Samalin Investment Counsel, LLC | 6,746 | $400.0K | 0.26% | −833−11.0% | Reduced |