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 |
|---|---|---|---|---|---|
| Alps Advisors Inc | 102,400 | $6.07M | 0.05% | −3,300−3.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 102,235 | $6.06M | 0.03% | +10,604+11.6% | Added |
| Swiss Life Asset Management Ltd | 101,922 | $6.03M | 0.08% | −7,440−6.8% | Reduced |
| Knott David M | 100,000 | $5.92M | 2.28% | 00.0% | Unchanged |
| Global Frontier Investments LLC | 100,000 | $5.92M | 4.47% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 99,197 | $5.88M | 0.07% | −300−0.3% | Reduced |
| Forsta Ap-Fonden | 98,300 | $5.82M | 0.07% | +5,700+6.2% | Added |
| Grand Jean Capital Management Inc | 97,415 | $5.77M | 1.43% | +7,335+8.1% | Added |
| Qube Research & Technologies Ltd | 97,258 | $5.76M | 0.07% | +97,258 | New |
| Balyasny Asset Management LLC | 89,891 | $5.33M | 0.03% | −443,241−83.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 89,676 | $5.31M | 0.20% | +84,931+1,789.9% | Added |
| Voya Investment Management LLC | 88,436 | $5.24M | 0.01% | +10,323+13.2% | Added |
| Texas Yale Capital Corp. | 88,387 | $5.24M | 0.30% | +1,244+1.4% | Added |
| Victory Capital Management Inc | 88,164 | $5.22M | 0.01% | −11,735−11.7% | Reduced |
| Menlo Advisors LLC | 85,890 | $5.09M | 2.74% | −9,275−9.7% | Reduced |
| Equitable Trust Co | 83,362 | $4.94M | 0.32% | −786−0.9% | Reduced |
| Kayne Anderson Capital Advisors LP | 83,188 | $4.93M | 0.14% | 00.0% | Unchanged |
| Financial Counselors Inc | 83,095 | $4.92M | 0.11% | −240.0% | Reduced |
| Hantz Financial Services, Inc. | 81,953 | $4.86M | 0.18% | −229−0.3% | Reduced |
| Old Well Partners, LLC | 81,800 | $4.85M | 2.20% | +13,000+18.9% | Added |
| Beach Investment Counsel Inc | 81,500 | $4.83M | 0.43% | −1,000−1.2% | Reduced |
| Prudential Financial Inc | 77,939 | $4.62M | 0.01% | +65,810+542.6% | Added |
| Capitolis Advisors LLC | 77,600 | $4.60M | 0.05% | +75,000+2,884.6% | Added |
| Toronto Dominion Bank | 77,486 | $4.59M | 0.01% | +5,448+7.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 77,268 | $4.58M | 0.01% | −3,180−4.0% | Reduced |
| Advisor Group Holdings, Inc. | 73,899 | $4.38M | 0.01% | +3,836+5.5% | Added |
| GoodHaven Capital Management, LLC | 73,725 | $4.37M | 2.91% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 72,527 | $4.30M | 0.02% | −633−0.9% | Reduced |
| Triangle Securities Wealth Management | 72,178 | $4.28M | 1.45% | +4,314+6.4% | Added |
| Coastal Bridge Advisors, LLC | 71,712 | $4.25M | 0.87% | −40−0.1% | Reduced |
| Public Employees Retirement Association of Colorado | 69,044 | $4.09M | 0.02% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 66,350 | $3.93M | 0.74% | −2,450−3.6% | Reduced |
| IFM Investors Pty Ltd | 66,361 | $3.93M | 0.08% | +10,285+18.3% | Added |
| Amalgamated Bank | 66,089 | $3.92M | 0.03% | +43,056+186.9% | Added |
| Teton Advisors, Inc. | 66,000 | $3.91M | 0.52% | −1,000−1.5% | Reduced |
| Employees Retirement System of Texas | 64,846 | $3.84M | 0.05% | 00.0% | Unchanged |
| American Trust Investment Advisors, LLC | 64,480 | $3.82M | 2.05% | +1,910+3.1% | Added |
| Northwest & Ethical Investments L.P. | 63,624 | $3.77M | 0.12% | −31,320−33.0% | Reduced |
| Neuberger Berman Group LLC | 64,283 | $3.75M | 0.00% | +6,804+11.8% | Added |
| Cacti Asset Management LLC | 61,630 | $3.75M | 0.31% | 00.0% | Unchanged |
| Franklin Resources Inc | 62,836 | $3.72M | 0.00% | +1,638+2.7% | Added |
| Captrust Financial Advisors | 61,997 | $3.67M | 0.03% | +735+1.2% | Added |
| Illinois Municipal Retirement Fund | 60,744 | $3.60M | 0.15% | +51,679+570.1% | Added |
| Hennessy Advisors Inc | 60,500 | $3.58M | 0.20% | +1,100+1.9% | Added |
| Close Asset Management Ltd | 59,184 | $3.51M | 0.17% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 58,027 | $3.44M | 0.00% | +58,027 | New |
| Rothschild Investment Corp | 57,392 | $3.40M | 0.27% | −400−0.7% | Reduced |
| Waterfront Wealth Inc. | 56,591 | $3.35M | 1.59% | 00.0% | Unchanged |
| Sierra Capital LLC | 55,653 | $3.30M | 0.61% | +88+0.2% | Added |
| Scott & Selber, Inc. | 54,923 | $3.25M | 1.25% | −303−0.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 53,900 | $3.19M | 0.02% | −200−0.4% | Reduced |
| Ingalls & Snyder LLC | 53,853 | $3.19M | 0.14% | −875−1.6% | Reduced |
| Nissay Asset Management Corp | 52,129 | $3.09M | 0.03% | +4,170+8.7% | Added |
| Cowen Prime Services LLC | 51,800 | $3.07M | 1.11% | −6,950−11.8% | Reduced |
| Cowen Prime Advisors LLC | 51,800 | $3.07M | 1.11% | +51,800 | New |
| Proficio Capital Partners LLC | 51,030 | $3.02M | 0.37% | +191+0.4% | Added |
| CIBC World Markets Inc. | 51,018 | $3.02M | 0.01% | −1,949−3.7% | Reduced |
| Avitas Wealth Management LLC | 50,704 | $3.00M | 0.53% | +1,143+2.3% | Added |
| Okabena Investment Services Inc | 50,351 | $2.98M | 1.40% | −8,534−14.5% | Reduced |
| Chai Trust Co LLC | 50,000 | $2.96M | 0.26% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 49,877 | $2.96M | 0.12% | 00.0% | Unchanged |
| Pinnacle Wealth Advisors | 49,877 | $2.96M | 0.12% | +49,877 | New |
| ProShare Advisors LLC | 49,784 | $2.95M | 0.01% | +2,057+4.3% | Added |
| Candriam Luxembourg S.C.A. | 48,774 | $2.89M | 0.02% | +48,774 | New |
| Roosevelt Investment Group LLC | 48,100 | $2.85M | 0.17% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 47,047 | $2.79M | 0.03% | −17,826−27.5% | Reduced |
| Sciencast Management LP | 47,374 | $2.78M | 0.58% | +42,974+976.7% | Added |
| Equitable Holdings, Inc. | 46,657 | $2.76M | 0.05% | −279−0.6% | Reduced |
| Natixis | 46,365 | $2.75M | 0.01% | +26,656+135.2% | Added |
| Wolverine Trading, LLC | 45,053 | $2.72M | 0.07% | +25,803+134.0% | Added |
| Blueshift Asset Management, LLC | 45,526 | $2.70M | 0.15% | +45,526 | New |
| Staley Capital Advisers Inc | 45,100 | $2.67M | 0.14% | −100−0.2% | Reduced |
| Bank of Nova Scotia | 44,272 | $2.62M | 0.00% | +6,900+18.5% | Added |
| Janney Montgomery Scott LLC | 43,484 | $2.58M | 0.01% | +1,440+3.4% | Added |
| American Century Companies Inc | 43,467 | $2.58M | 0.00% | +28,092+182.7% | Added |
| Cinctive Capital Management LP | 42,996 | $2.55M | 0.14% | +42,996 | New |
| Pinnacle Associates Ltd | 42,432 | $2.51M | 0.05% | −265−0.6% | Reduced |
| Concorde Asset Management, LLC | 42,252 | $2.50M | 1.41% | +42,252 | New |
| Maryland State Retirement & Pension System | 41,597 | $2.49M | 0.08% | 00.0% | Unchanged |
| Jane Street Group, LLC | 41,745 | $2.47M | 0.01% | +25,952+164.3% | Added |
| Thrivent Financial for Lutherans | 41,645 | $2.47M | 0.01% | +12,415+42.5% | Added |
| Eaton Vance Management | 41,240 | $2.44M | 0.00% | −59−0.1% | Reduced |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 40,000 | $2.37M | 0.08% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 38,878 | $2.30M | 0.10% | −1,912−4.7% | Reduced |
| InterOcean Capital Group, LLC | 38,500 | $2.28M | 0.12% | 00.0% | Unchanged |
| Westpac Banking Corp | 38,378 | $2.27M | 0.02% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 38,000 | $2.25M | 0.01% | −314,900−89.2% | Reduced |
| Vontobel Holding Ltd. | 36,933 | $2.23M | 0.02% | −1,435−3.7% | Reduced |
| McKinley Capital Management LLC /Delaware | 36,846 | $2.18M | 0.15% | +141+0.4% | Added |
| Ayalon Holdings Ltd. | 36,454 | $2.18M | 0.73% | +700+2.0% | Added |
| Mercer Global Advisors Inc | 36,677 | $2.17M | 0.02% | +28,147+330.0% | Added |
| Zacks Investment Management | 36,403 | $2.16M | 0.03% | +36,403 | New |
| AdvisorShares Investments LLC | 36,234 | $2.15M | 0.29% | +36,234 | New |
| Elo Mutual Pension Insurance Co | 35,985 | $2.13M | 0.07% | −972−2.6% | Reduced |
| High Pointe Capital Management LLC | 35,920 | $2.13M | 1.68% | −920−2.5% | Reduced |
| Cresset Asset Management, LLC | 35,635 | $2.11M | 0.03% | +6,547+22.5% | Added |
| Private Advisor Group, LLC | 35,550 | $2.11M | 0.02% | −1,177−3.2% | Reduced |
| Royce & Associates LP | 35,458 | $2.10M | 0.01% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 35,193 | $2.08M | 0.04% | 00.0% | Unchanged |
| Rock Creek Group, LP | 35,000 | $2.07M | 0.31% | −30,000−46.2% | Reduced |