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 |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 35,000 | $2.07M | 0.44% | +35,000 | New |
| Stelac Advisory Services LLC | 34,699 | $2.06M | 0.47% | −127−0.4% | Reduced |
| Seven Eight Capital, LP | 34,659 | $2.05M | 0.29% | +34,659 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 34,464 | $2.04M | 0.05% | +7,347+27.1% | Added |
| IFP Advisors, Inc | 34,096 | $2.02M | 0.04% | +94+0.3% | Added |
| Barr E S & Co | 33,825 | $2.00M | 0.14% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 33,813 | $2.00M | 0.01% | −89,969−72.7% | Reduced |
| Creative Planning | 33,678 | $2.00M | 0.00% | +5,497+19.5% | Added |
| Cloverfields Capital Group, LP | 33,513 | $1.99M | 0.58% | −3,633−9.8% | Reduced |
| Kestra Advisory Services, LLC | 32,902 | $1.95M | 0.02% | +6,645+25.3% | Added |
| Schroder Investment Management Group | 32,864 | $1.95M | 0.00% | +4,443+15.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 32,816 | $1.94M | 0.01% | +4,560+16.1% | Added |
| Midwest Wealth Management Inc. | 32,781 | $1.94M | 1.39% | +286+0.9% | Added |
| Point72 Hong Kong Ltd | 32,194 | $1.91M | 0.13% | +32,194 | New |
| Element Pointe Advisors, LLC | 31,269 | $1.86M | 0.56% | +1,190+4.0% | Added |
| Acadian Asset Management LLC | 29,963 | $1.77M | 0.01% | +20,978+233.5% | Added |
| Redwood Investment Management, LLC | 29,564 | $1.75M | 0.29% | +144+0.5% | Added |
| First Mercantile Trust Co | 29,528 | $1.75M | 0.21% | −4,052−12.1% | Reduced |
| Cipher Capital LP | 28,983 | $1.72M | 0.95% | +23,120+394.3% | Added |
| Moody National Bank Trust Division | 28,695 | $1.70M | 0.03% | −130−0.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 28,451 | $1.69M | 0.03% | −9,038−24.1% | Reduced |
| HighTower Advisors, LLC | 27,909 | $1.66M | 0.00% | +394+1.4% | Added |
| Bank Hapoalim BM | 27,529 | $1.63M | 0.19% | +126+0.5% | Added |
| Cetera Advisor Networks LLC | 27,448 | $1.63M | 0.02% | +20,482+294.0% | Added |
| Nordea Investment Management AB | 27,277 | $1.62M | 0.00% | +1,618+6.3% | Added |
| Accuvest Global Advisors | 27,038 | $1.60M | 0.81% | +27,038 | New |
| Independent Advisor Alliance | 26,905 | $1.59M | 0.09% | −260−1.0% | Reduced |
| Greenline Partners, LLC | 26,250 | $1.55M | 0.32% | +946+3.7% | Added |
| Keybank National Association | 26,067 | $1.54M | 0.01% | +161+0.6% | Added |
| Tarbox Family Office, Inc. | 25,000 | $1.48M | 0.26% | 00.0% | Unchanged |
| Cetera Investment Advisers | 24,810 | $1.47M | 0.02% | −1,479−5.6% | Reduced |
| 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 |
| 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 |
| Chicago Partners Investment Group LLC | 22,816 | $1.41M | 0.10% | +6,096+36.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23,455 | $1.39M | 0.00% | +5,662+31.8% | Added |
| Ativo Capital Management LLC | 23,071 | $1.37M | 0.58% | +23,071 | New |
| Integrated Advisors Network LLC | 22,886 | $1.36M | 0.10% | +46+0.2% | Added |
| Axiom Investment Management LLC | 22,760 | $1.35M | 1.05% | +54+0.2% | Added |
| M&T Bank Corp | 22,577 | $1.34M | 0.01% | +3,024+15.5% | Added |
| Walter & Keenan Financial Consulting Co | 22,500 | $1.33M | 0.46% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 22,430 | $1.33M | 0.00% | −646−2.8% | Reduced |
| DuPont Capital Management Corp | 22,378 | $1.33M | 0.03% | −12,310−35.5% | Reduced |
| Rational Advisors LLC | 22,000 | $1.30M | 0.15% | +22,000 | New |
| Penserra Capital Management LLC | 21,739 | $1.29M | 0.02% | +20,380+1,499.6% | Added |
| Lee Danner & Bass Inc | 21,600 | $1.28M | 0.12% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 21,555 | $1.28M | 0.17% | −270−1.2% | Reduced |
| Centiva Capital, LP | 21,035 | $1.25M | 0.10% | +21,035 | New |
| Principal Street Partners, LLC | 20,760 | $1.23M | 0.32% | −565−2.6% | Reduced |
| Colony Group LLC | 20,439 | $1.21M | 0.02% | −372−1.8% | Reduced |
| Compton Capital Management Inc | 20,350 | $1.21M | 0.35% | 00.0% | Unchanged |
| Leverage Partners Absolute Return Fund SPC | 20,352 | $1.21M | 0.83% | +20,352 | New |
| Nomura Holdings Inc | 20,084 | $1.19M | 0.01% | +20,084 | New |
| Welch & Forbes LLC | 20,000 | $1.19M | 0.02% | +20,000 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 18,950 | $1.14M | 0.03% | −1,329−6.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 18,993 | $1.13M | 0.11% | +12,991+216.4% | Added |
| Regions Financial Corp | 18,972 | $1.12M | 0.01% | −218−1.1% | Reduced |
| Crescent Capital Consulting, LLC | 18,800 | $1.11M | 0.21% | 00.0% | Unchanged |
| Seven Post Investment Office LP | 18,700 | $1.11M | 0.33% | 00.0% | Unchanged |
| Cutler Group LP | 18,500 | $1.09M | 0.08% | +9,833+113.5% | Added |
| Ensign Peak Advisors, Inc | 18,475 | $1.09M | 0.00% | +8,295+81.5% | Added |
| 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 |
| Brown Brothers Harriman & Co | 17,850 | $1.06M | 0.01% | −610−3.3% | Reduced |
| Stonnington Group, LLC | 18,000 | $1.04M | 0.23% | 00.0% | Unchanged |
| Next Capital Management LLC | 17,483 | $1.04M | 0.66% | −352−2.0% | Reduced |
| Franklin Street Advisors Inc | 17,375 | $1.03M | 0.09% | 00.0% | Unchanged |
| Comerica Bank | 16,515 | $1.03M | 0.01% | −702−4.1% | Reduced |
| Southeast Asset Advisors Inc. | 17,167 | $1.02M | 0.17% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 17,150 | $1.01M | 0.35% | +17,150 | New |
| Walleye Trading LLC | 17,092 | $1.01M | 0.03% | +3,261+23.6% | Added |
| Achmea Investment Management B.V. | 17,032 | $1.01M | 0.03% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 16,494 | $996.0K | 0.55% | +16,494 | New |
| Phoenix Holdings Ltd. | 16,713 | $995.0K | 0.02% | −4,841−22.5% | Reduced |
| XTX Topco Ltd | 16,395 | $971.0K | 0.33% | +4,106+33.4% | Added |
| Quantbot Technologies LP | 16,384 | $970.0K | 0.08% | +16,384 | New |
| National Asset Management, Inc. | 16,264 | $964.0K | 0.03% | −911−5.3% | Reduced |
| Linscomb & Williams, Inc. | 16,179 | $958.0K | 0.05% | 00.0% | Unchanged |
| USS Investment Management Ltd | 16,000 | $948.0K | 0.01% | 00.0% | Unchanged |
| Roundview Capital LLC | 15,892 | $941.0K | 0.10% | +69+0.4% | Added |
| JustInvest LLC | 15,772 | $934.0K | 0.10% | +9,540+153.1% | Added |
| Paradigm Asset Management Co LLC | 15,700 | $930.1K | 0.24% | 00.0% | Unchanged |
| American National Insurance Co | 15,700 | $930.0K | 0.03% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 15,566 | $922.0K | 0.00% | +1,573+11.2% | Added |
| IBM Retirement Fund | 15,519 | $919.0K | 0.07% | −2,844−15.5% | Reduced |
| Central Trust Co | 15,394 | $912.0K | 0.03% | −3,746−19.6% | Reduced |
| Essex Financial Services, Inc. | 18,527 | $905.0K | 0.13% | 00.0% | Unchanged |
| Spire Wealth Management | 15,260 | $904.0K | 0.02% | −219−1.4% | Reduced |
| Blair William & Co | 15,090 | $894.0K | 0.00% | −1,448−8.8% | Reduced |
| Davenport & Co LLC | 15,024 | $890.0K | 0.01% | +8,474+129.4% | Added |
| Cannon Global Investment Management, LLC | 15,000 | $889.0K | 1.97% | +15,000 | New |
| IHT Wealth Management, LLC | 14,873 | $881.0K | 0.06% | −341−2.2% | Reduced |
| Baird Financial Group, Inc. | 14,820 | $878.0K | 0.00% | +647+4.6% | Added |
| Panagora Asset Management Inc | 14,719 | $872.0K | 0.00% | +11,827+409.0% | Added |
| Fort Pitt Capital Group, LLC | 14,580 | $864.0K | 0.04% | −3,446−19.1% | Reduced |
| Silvant Capital Management LLC | 14,546 | $862.0K | 0.14% | −1,378−8.7% | Reduced |
| HAP Trading, LLC | 14,467 | $857.0K | 0.05% | +14,467 | New |
| Curated Wealth Partners LLC | 14,135 | $837.0K | 0.46% | +1,762+14.2% | Added |
| Mission Wealth Management, LP | 13,800 | $818.0K | 0.04% | +1,800+15.0% | Added |