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 |
|---|---|---|---|---|---|
| Virtu Financial LLC | 13,592 | $805.0K | 0.08% | +13,592 | New |
| Guardian Investment Management | 13,750 | $815.0K | 0.56% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 13,766 | $815.0K | 0.01% | +166+1.2% | Added |
| Mission Wealth Management, LP | 13,800 | $818.0K | 0.04% | +1,800+15.0% | Added |
| Curated Wealth Partners LLC | 14,135 | $837.0K | 0.46% | +1,762+14.2% | Added |
| HAP Trading, LLC | 14,467 | $857.0K | 0.05% | +14,467 | New |
| Silvant Capital Management LLC | 14,546 | $862.0K | 0.14% | −1,378−8.7% | Reduced |
| Fort Pitt Capital Group, LLC | 14,580 | $864.0K | 0.04% | −3,446−19.1% | Reduced |
| Panagora Asset Management Inc | 14,719 | $872.0K | 0.00% | +11,827+409.0% | Added |
| Baird Financial Group, Inc. | 14,820 | $878.0K | 0.00% | +647+4.6% | Added |
| IHT Wealth Management, LLC | 14,873 | $881.0K | 0.06% | −341−2.2% | Reduced |
| Cannon Global Investment Management, LLC | 15,000 | $889.0K | 1.97% | +15,000 | New |
| Davenport & Co LLC | 15,024 | $890.0K | 0.01% | +8,474+129.4% | Added |
| Blair William & Co | 15,090 | $894.0K | 0.00% | −1,448−8.8% | Reduced |
| Spire Wealth Management | 15,260 | $904.0K | 0.02% | −219−1.4% | Reduced |
| Essex Financial Services, Inc. | 18,527 | $905.0K | 0.13% | 00.0% | Unchanged |
| Central Trust Co | 15,394 | $912.0K | 0.03% | −3,746−19.6% | Reduced |
| IBM Retirement Fund | 15,519 | $919.0K | 0.07% | −2,844−15.5% | Reduced |
| Mackenzie Financial Corp | 15,566 | $922.0K | 0.00% | +1,573+11.2% | Added |
| American National Insurance Co | 15,700 | $930.0K | 0.03% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 15,700 | $930.1K | 0.24% | 00.0% | Unchanged |
| JustInvest LLC | 15,772 | $934.0K | 0.10% | +9,540+153.1% | Added |
| Roundview Capital LLC | 15,892 | $941.0K | 0.10% | +69+0.4% | Added |
| USS Investment Management Ltd | 16,000 | $948.0K | 0.01% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 16,179 | $958.0K | 0.05% | 00.0% | Unchanged |
| National Asset Management, Inc. | 16,264 | $964.0K | 0.03% | −911−5.3% | Reduced |
| Quantbot Technologies LP | 16,384 | $970.0K | 0.08% | +16,384 | New |
| XTX Topco Ltd | 16,395 | $971.0K | 0.33% | +4,106+33.4% | Added |
| Phoenix Holdings Ltd. | 16,713 | $995.0K | 0.02% | −4,841−22.5% | Reduced |
| Professional Financial Advisors, LLC | 16,494 | $996.0K | 0.55% | +16,494 | New |
| Achmea Investment Management B.V. | 17,032 | $1.01M | 0.03% | 00.0% | Unchanged |
| Walleye Trading LLC | 17,092 | $1.01M | 0.03% | +3,261+23.6% | Added |
| Bellwether Advisors, LLC | 17,150 | $1.01M | 0.35% | +17,150 | New |
| Southeast Asset Advisors Inc. | 17,167 | $1.02M | 0.17% | 00.0% | Unchanged |
| Comerica Bank | 16,515 | $1.03M | 0.01% | −702−4.1% | Reduced |
| Franklin Street Advisors Inc | 17,375 | $1.03M | 0.09% | 00.0% | Unchanged |
| Next Capital Management LLC | 17,483 | $1.04M | 0.66% | −352−2.0% | Reduced |
| Stonnington Group, LLC | 18,000 | $1.04M | 0.23% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 17,850 | $1.06M | 0.01% | −610−3.3% | Reduced |
| U S Global Investors Inc | 18,000 | $1.07M | 0.04% | 00.0% | Unchanged |
| Ar Asset Management Inc | 18,000 | $1.07M | 0.30% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 18,475 | $1.09M | 0.00% | +8,295+81.5% | Added |
| Cutler Group LP | 18,500 | $1.09M | 0.08% | +9,833+113.5% | Added |
| Seven Post Investment Office LP | 18,700 | $1.11M | 0.33% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 18,800 | $1.11M | 0.21% | 00.0% | Unchanged |
| Regions Financial Corp | 18,972 | $1.12M | 0.01% | −218−1.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 18,993 | $1.13M | 0.11% | +12,991+216.4% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 18,950 | $1.14M | 0.03% | −1,329−6.6% | Reduced |
| Welch & Forbes LLC | 20,000 | $1.19M | 0.02% | +20,000 | New |
| Nomura Holdings Inc | 20,084 | $1.19M | 0.01% | +20,084 | New |
| Leverage Partners Absolute Return Fund SPC | 20,352 | $1.21M | 0.83% | +20,352 | New |
| Compton Capital Management Inc | 20,350 | $1.21M | 0.35% | 00.0% | Unchanged |
| Colony Group LLC | 20,439 | $1.21M | 0.02% | −372−1.8% | Reduced |
| Principal Street Partners, LLC | 20,760 | $1.23M | 0.32% | −565−2.6% | Reduced |
| Centiva Capital, LP | 21,035 | $1.25M | 0.10% | +21,035 | New |
| Oxford Financial Group Ltd | 21,555 | $1.28M | 0.17% | −270−1.2% | Reduced |
| Lee Danner & Bass Inc | 21,600 | $1.28M | 0.12% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 21,739 | $1.29M | 0.02% | +20,380+1,499.6% | Added |
| Rational Advisors LLC | 22,000 | $1.30M | 0.15% | +22,000 | New |
| DuPont Capital Management Corp | 22,378 | $1.33M | 0.03% | −12,310−35.5% | Reduced |
| CIBC Private Wealth Group, LLC | 22,430 | $1.33M | 0.00% | −646−2.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 22,500 | $1.33M | 0.46% | 00.0% | Unchanged |
| M&T Bank Corp | 22,577 | $1.34M | 0.01% | +3,024+15.5% | Added |
| Axiom Investment Management LLC | 22,760 | $1.35M | 1.05% | +54+0.2% | Added |
| Integrated Advisors Network LLC | 22,886 | $1.36M | 0.10% | +46+0.2% | Added |
| Ativo Capital Management LLC | 23,071 | $1.37M | 0.58% | +23,071 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23,455 | $1.39M | 0.00% | +5,662+31.8% | Added |
| Chicago Partners Investment Group LLC | 22,816 | $1.41M | 0.10% | +6,096+36.5% | Added |
| Oppenheimer Asset Management Inc. | 24,642 | $1.46M | 0.02% | −1,482−5.7% | Reduced |
| Bray Capital Advisors | 24,650 | $1.46M | 0.37% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 24,789 | $1.47M | 0.01% | +1,200+5.1% | Added |
| Chesapeake Wealth Management | 24,796 | $1.47M | 0.48% | +5,084+25.8% | Added |
| Cetera Investment Advisers | 24,810 | $1.47M | 0.02% | −1,479−5.6% | Reduced |
| Tarbox Family Office, Inc. | 25,000 | $1.48M | 0.26% | 00.0% | Unchanged |
| Keybank National Association | 26,067 | $1.54M | 0.01% | +161+0.6% | Added |
| Greenline Partners, LLC | 26,250 | $1.55M | 0.32% | +946+3.7% | Added |
| Independent Advisor Alliance | 26,905 | $1.59M | 0.09% | −260−1.0% | Reduced |
| Accuvest Global Advisors | 27,038 | $1.60M | 0.81% | +27,038 | New |
| Nordea Investment Management AB | 27,277 | $1.62M | 0.00% | +1,618+6.3% | Added |
| Cetera Advisor Networks LLC | 27,448 | $1.63M | 0.02% | +20,482+294.0% | Added |
| Bank Hapoalim BM | 27,529 | $1.63M | 0.19% | +126+0.5% | Added |
| HighTower Advisors, LLC | 27,909 | $1.66M | 0.00% | +394+1.4% | Added |
| Steward Partners Investment Advisory, LLC | 28,451 | $1.69M | 0.03% | −9,038−24.1% | Reduced |
| Moody National Bank Trust Division | 28,695 | $1.70M | 0.03% | −130−0.5% | Reduced |
| Cipher Capital LP | 28,983 | $1.72M | 0.95% | +23,120+394.3% | Added |
| First Mercantile Trust Co | 29,528 | $1.75M | 0.21% | −4,052−12.1% | Reduced |
| Redwood Investment Management, LLC | 29,564 | $1.75M | 0.29% | +144+0.5% | Added |
| Acadian Asset Management LLC | 29,963 | $1.77M | 0.01% | +20,978+233.5% | Added |
| Element Pointe Advisors, LLC | 31,269 | $1.86M | 0.56% | +1,190+4.0% | Added |
| Point72 Hong Kong Ltd | 32,194 | $1.91M | 0.13% | +32,194 | New |
| Midwest Wealth Management Inc. | 32,781 | $1.94M | 1.39% | +286+0.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 32,816 | $1.94M | 0.01% | +4,560+16.1% | Added |
| Schroder Investment Management Group | 32,864 | $1.95M | 0.00% | +4,443+15.6% | Added |
| Kestra Advisory Services, LLC | 32,902 | $1.95M | 0.02% | +6,645+25.3% | Added |
| Cloverfields Capital Group, LP | 33,513 | $1.99M | 0.58% | −3,633−9.8% | Reduced |
| Creative Planning | 33,678 | $2.00M | 0.00% | +5,497+19.5% | Added |
| Squarepoint Ops LLC | 33,813 | $2.00M | 0.01% | −89,969−72.7% | Reduced |
| Barr E S & Co | 33,825 | $2.00M | 0.14% | 00.0% | Unchanged |
| IFP Advisors, Inc | 34,096 | $2.02M | 0.04% | +94+0.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 34,464 | $2.04M | 0.05% | +7,347+27.1% | Added |