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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.

Other share classesKKRSKKRTKKR.PD

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.

Institutional holdersQ2 2021: 704 institutions
Q1 2021: 651 institutionsQ2 2021: 704 institutionsQ3 2021: 745 institutionsQ4 2021: 833 institutionsQ1 2022: 786 institutionsQ2 2022: 732 institutionsQ3 2022: 709 institutionsQ4 2022: 730 institutionsQ1 2023: 742 institutionsQ2 2023: 758 institutionsQ3 2023: 792 institutionsQ4 2023: 918 institutionsQ1 2024: 1,033 institutionsQ2 2024: 1,068 institutionsQ3 2024: 1,172 institutionsQ4 2024: 1,324 institutionsQ1 2025: 1,290 institutionsQ2 2025: 1,331 institutionsQ3 2025: 1,377 institutionsQ4 2025: 1,403 institutionsQ1 2026: 1,285 institutionsQ2 2026: 1,284 institutions
Value heldQ2 2021: $26.5B
Q1 2021: $22.1BQ2 2021: $26.5BQ3 2021: $27.1BQ4 2021: $33.1BQ1 2022: $26.0BQ2 2022: $21.1BQ3 2022: $20.2BQ4 2022: $22.1BQ1 2023: $25.2BQ2 2023: $26.8BQ3 2023: $31.1BQ4 2023: $41.8BQ1 2024: $50.8BQ2 2024: $56.4BQ3 2024: $69.3BQ4 2024: $78.9BQ1 2025: $61.8BQ2 2025: $71.4BQ3 2025: $68.9BQ4 2025: $69.3BQ1 2026: $49.0BQ2 2026: $50.2B
Institutions holding KKR and their total value by quarter
QuarterHoldersValue
Q2 20261,284$50.2B
Q1 20261,285$49.0B
Q4 20251,403$69.3B
Q3 20251,377$68.9B
Q2 20251,331$71.4B
Q1 20251,290$61.8B
Q4 20241,324$78.9B
Q3 20241,172$69.3B
Q2 20241,068$56.4B
Q1 20241,033$50.8B
Q4 2023918$41.8B
Q3 2023792$31.1B
Q2 2023758$26.8B
Q1 2023742$25.2B
Q4 2022730$22.1B
Q3 2022709$20.2B
Q2 2022732$21.1B
Q1 2022786$26.0B
Q4 2021833$33.1B
Q3 2021745$27.1B
Q2 2021704$26.5B
Q1 2021651$22.1B

Institutions, Q2 2021

Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q1 2021.

Institutions holding KKR in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Guardian Investment Management13,750$815.0K0.56%00.0%Unchanged
Douglas Lane & Associates, LLC13,766$815.0K0.01%+166+1.2%Added
Virtu Financial LLC13,592$805.0K0.08%+13,592New
Ameritas Investment Company, LLC13,373$804.0K0.04%+13,167+6,391.7%Added
Quantitative Systematic Strategies LLC13,424$795.0K0.28%−8,459−38.7%Reduced
Rathbone Brothers plc13,400$794.0K0.01%00.0%Unchanged
LS Investment Advisors, LLC13,409$794.0K0.10%00.0%Unchanged
Allianz Asset Management GmbH13,348$791.0K0.00%+8,028+150.9%Added
MML Investors Services, LLC13,190$781.0K0.01%+724+5.8%Added
Y-Intercept (Hong Kong) Ltd12,746$755.0K0.19%+12,746New
Mariner, LLC12,699$752.0K0.00%+636+5.3%Added
Stratos Wealth Partners, LTD.12,601$746.0K0.02%−709−5.3%Reduced
CWA Asset Management Group, LLC12,414$742.0K0.06%−680−5.2%Reduced
BNP PARIBAS ASSET MANAGEMENT Holding S.A.12,533$742.0K0.00%+12,533New
ETF Managers Group, LLC12,247$739.0K0.01%−1,493−10.9%Reduced
Moors & Cabot, Inc.12,295$728.0K0.05%+800+7.0%Added
GWM Advisors LLC11,955$708.0K0.02%+7,646+177.4%Added
PNC Managed Account Solutions, Inc.11,948$708.0K0.14%+11,948New
Systematic Alpha Investments, LLC10,600$697.0K0.03%+10,600New
Bradley Foster & Sargent Inc11,605$687.0K0.02%−1,500−11.4%Reduced
CFM Wealth Partners LLC11,601$687.0K0.18%+11,601New
Metropolitan Life Insurance Co11,384$674.4K0.01%+374+3.4%Added
Ossiam10,574$674.0K0.02%+10,574New
Raymond James Trust N.A.11,301$670.0K0.02%−1,225−9.8%Reduced
American National Registered Investment Advisor, Inc.11,275$668.0K0.24%00.0%Unchanged
Allstate Corp11,210$664.0K0.02%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd11,119$659.0K0.10%+11,119New
American Portfolios Advisors11,113$658.3K0.03%+179+1.6%Added
ProVise Management Group, LLC11,105$658.0K0.07%00.0%Unchanged
Federation des caisses Desjardins du Quebec11,088$656.6K0.01%+2,256+25.5%Added
Intact Investment Management Inc.11,000$652.0K0.02%−2,500−18.5%Reduced
Belpointe Asset Management LLC10,990$651.0K0.05%+118+1.1%Added
Great Valley Advisor Group, Inc.10,827$641.0K0.05%−92−0.8%Reduced
Aries Wealth Management10,760$637.0K0.27%−400−3.6%Reduced
Diligent Investors, LLC10,719$635.0K0.22%+10.0%Added
Wetherby Asset Management Inc10,700$634.0K0.04%−10,024−48.4%Reduced
BP PLC10,680$633.0K0.03%00.0%Unchanged
Horizon Investments, LLC10,543$625.0K0.02%+10,543New
Gilbert & Cook, Inc.10,527$624.0K0.11%+356+3.5%Added
Level Four Advisory Services, LLC10,490$621.0K0.04%00.0%Unchanged
Sage Rhino Capital LLC10,482$621.0K0.18%+27+0.3%Added
Winton Group Ltd10,460$620.0K0.03%+210+2.0%Added
Beaumont Financial Partners, LLC10,420$617.0K0.05%+20+0.2%Added
Jump Financial, LLC10,325$612.0K0.06%+10,325New
Diversified Trust Co10,309$611.0K0.02%−1,856−15.3%Reduced
Fiduciary Group LLC9,200$607.0K0.07%00.0%Unchanged
Kestra Private Wealth Services, LLC10,186$603.0K0.04%+16+0.2%Added
Schwarz Dygos Wheeler Investment Advisors LLC10,175$603.0K0.22%00.0%Unchanged
World Asset Management Inc10,140$601.0K0.05%−17−0.2%Reduced
Clear Harbor Asset Management, LLC10,125$600.0K0.07%−450−4.3%Reduced
Western Wealth Management, LLC10,085$599.0K0.06%00.0%Unchanged
Dakota Wealth Management10,037$595.0K0.07%−246−2.4%Reduced
J.W. Cole Advisors, Inc.10,022$594.0K0.05%+10,022New
State of Wyoming9,774$579.0K0.36%+4,850+98.5%Added
Engine Capital Management, LP9,699$575.0K0.18%−200,000−95.4%Reduced
Yorktown Management & Research Co Inc9,700$575.0K0.45%00.0%Unchanged
Fountainhead AM, LLC11,744$574.0K0.31%00.0%Unchanged
Pearl River Capital, LLC9,625$570.0K0.16%+1,101+12.9%Added
Wedbush Securities Inc9,598$569.0K0.03%+2,803+41.3%Added
Gotham Asset Management, LLC9,595$568.0K0.02%+10.0%Added
Capital One Financial Corp9,590$568.0K0.07%00.0%Unchanged
Segment Wealth Management, LLC9,450$560.0K0.07%00.0%Unchanged
Baker Tilly Wealth Management, LLC9,442$559.0K0.09%+215+2.3%Added
MAI Capital Management9,387$556.0K0.01%00.0%Unchanged
Smith Shellnut Wilson LLC9,328$553.0K0.32%00.0%Unchanged
Corsair Capital Management, L.P.9,167$543.0K0.09%−86−0.9%Reduced
D.A. Davidson & Co.9,014$534.0K0.01%−643−6.7%Reduced
E&G Advisors, LP0$533.0K0.14%−9,000−100.0%Reduced
Tower Research Capital LLC (TRC)8,883$526.0K0.01%−25,117−73.9%Reduced
Principle Wealth Partners LLC8,850$524.0K0.06%00.0%Unchanged
Berman Capital Advisors, LLC8,853$524.0K0.08%+131+1.5%Added
Inscription Capital, LLC8,850$524.0K0.06%+8,850New
Sawgrass Asset Management LLC8,731$517.0K0.04%−380−4.2%Reduced
Vestcor Inc8,706$516.0K0.02%+8,706New
Marks Group Wealth Management, Inc8,583$508.0K0.07%−197−2.2%Reduced
B. Metzler seel. Sohn & Co. Holding AG8,379$496.0K0.01%−405−4.6%Reduced
Firethorn Wealth Partners, LLC8,171$484.0K0.40%−24−0.3%Reduced
Xponance, Inc.8,166$484.0K0.01%+8,166New
Banque Cantonale Vaudoise8,100$480.0K0.02%−200−2.4%Reduced
First Hawaiian Bank8,100$480.0K0.02%00.0%Unchanged
Krilogy Financial LLC8,049$477.0K0.05%+2,179+37.1%Added
Commerce Bank8,026$475.0K0.00%+43+0.5%Added
Group One Trading, L.P.8,012$475.0K0.01%+8,012New
Coldstream Capital Management Inc8,000$474.0K0.02%00.0%Unchanged
Usca Ria LLC8,000$474.0K0.03%00.0%Unchanged
Institute for Wealth Management, LLC.7,968$472.0K0.08%+435+5.8%Added
Beacon Pointe Advisors, LLC7,917$469.0K0.02%+121+1.6%Added
Seeyond7,834$464.0K0.04%+35+0.4%Added
Mutual Advisors, LLC7,753$459.0K0.03%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt7,700$456.0K0.03%00.0%Unchanged
Snowden Capital Advisors LLC7,570$448.4K0.02%+7,570New
Regency Capital Management Inc.7,500$444.0K0.34%+4,500+150.0%Added
Focus Financial Network, Inc.7,278$431.1K0.06%00.0%Unchanged
Credential Qtrade Securities Inc.7,220$427.7K0.03%+7,196+29,983.3%Added
Advisory Services Network, LLC7,184$426.0K0.01%−1,812−20.1%Reduced
Obermeyer Wood Investment Counsel, LLLP7,085$420.0K0.02%−2,564−26.6%Reduced
Guinness Asset Management LTD7,050$418.0K0.02%+1,800+34.3%Added
Guggenheim Capital LLC7,009$415.0K0.00%−2,370−25.3%Reduced
Regent Investment Management LLC7,000$415.0K0.10%00.0%Unchanged
Moloney Securities Asset Management, LLC6,986$414.0K0.08%+10.0%Added