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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
American International Group, Inc.6,878$407.0K0.00%+373+5.7%Added
Cordasco Financial Network6,835$405.0K0.28%+15+0.2%Added
Clearwater Capital Advisors, LLC6,790$402.0K0.05%−410−5.7%Reduced
Samalin Investment Counsel, LLC6,746$400.0K0.26%−833−11.0%Reduced
Visionary Wealth Advisors6,734$399.0K0.04%−370−5.2%Reduced
Phocas Financial Corp.6,645$393.0K0.05%+6,645New
Boothbay Fund Management, LLC6,616$392.0K0.02%+6,616New
Kingsview Wealth Management, LLC6,515$389.0K0.02%+677+11.6%Added
US Bancorp6,509$386.0K0.00%+518+8.6%Added
Proequities, Inc.6,220$368.0K0.02%−98−1.6%Reduced
First Pacific Advisors, LP6,174$366.0K0.00%00.0%Unchanged
Duncker Streett & Co Inc6,175$366.0K0.07%+300+5.1%Added
Overbrook Management Corp6,062$359.0K0.08%00.0%Unchanged
Family Management Corp6,003$356.0K0.09%00.0%Unchanged
Lazard Asset Management LLC6,000$355.0K0.00%00.0%Unchanged
RDA Financial Network5,958$353.0K0.16%+4+0.1%Added
Steel Peak Wealth Management LLC5,953$353.0K0.03%−10.0%Reduced
Financial Advocates Investment Management5,559$353.0K0.02%−12−0.2%Reduced
Gateway Advisory, LLC5,924$351.0K0.07%00.0%Unchanged
Brighton Jones LLC5,910$350.0K0.02%+188+3.3%Added
Highland Capital Management Fund Advisors, L.P.5,866$348.0K0.08%−620−9.6%Reduced
Arlington Financial Advisors, LLC5,865$347.0K0.13%+5,865New
Hodges Capital Management Inc.5,831$345.0K0.04%+8+0.1%Added
Fortress Wealth Group, LLC5,804$344.0K0.31%+5,804New
Laurel Wealth Advisors, Inc.5,760$341.0K0.04%−125−2.1%Reduced
EP Wealth Advisors, LLC5,763$341.0K0.01%+441+8.3%Added
WealthPLAN Partners, LLC5,137$338.0K0.02%00.0%Unchanged
Brewin Dolphin Wealth Management Ltd5,700$337.7K0.04%00.0%Unchanged
Camden Capital, LLC5,676$336.0K0.08%+159+2.9%Added
Edgemoor Investment Advisors, Inc.5,500$326.0K0.03%00.0%Unchanged
Capital Planning Advisors, LLC5,470$324.0K0.07%+950+21.0%Added
Game Plan Financial Advisors, LLC5,425$321.0K0.19%−1,650−23.3%Reduced
Glenview Trust Co5,414$321.0K0.01%+5,414New
First National Bank Sioux Falls5,306$314.0K0.48%00.0%Unchanged
Wellington Shields & Co., LLC5,300$314.0K0.10%00.0%Unchanged
First City Capital Management, Inc.4,699$311.0K0.17%−51−1.1%Reduced
Williams Jones Wealth Management, LLC.5,235$310.0K0.00%+446+9.3%Added
Meiji Yasuda Asset Management Co Ltd.5,200$308.0K0.01%00.0%Unchanged
qPULA Trading Management LP5,203$308.0K0.55%+5,203New
Sunbelt Securities, Inc.5,199$303.0K0.05%00.0%Unchanged
Change Path, LLC5,105$302.0K0.02%+5,105New
Sigma Planning Corp5,076$301.0K0.01%+4+0.1%Added
Horizon Kinetics Asset Management LLC5,058$300.0K0.01%00.0%Unchanged
Scotia Capital Inc.5,019$297.0K0.00%−50−1.0%Reduced
Ashfield Capital Partners, LLC5,018$297.0K0.02%00.0%Unchanged
Arbiter Partners Capital Management LLC5,000$296.0K0.18%−2,000−28.6%Reduced
Farr Miller & Washington LLC5,000$296.0K0.02%00.0%Unchanged
Carnegie Capital Asset Management, LLC5,000$296.0K0.01%00.0%Unchanged
Emfo, LLC5,000$296.0K0.26%+5,000New
Dai-Ichi Life Insurance Company, Ltd4,975$295.0K0.00%−939−15.9%Reduced
HighPoint Advisor Group LLC4,987$295.0K0.03%+293+6.2%Added
Symmetry Partners, LLC4,908$291.0K0.02%00.0%Unchanged
Tokio Marine Asset Management Co Ltd4,846$287.0K0.03%+558+13.0%Added
AE Wealth Management LLC4,833$286.0K0.00%+4,833New
Asset Management Corp4,812$285.0K0.18%+6+0.1%Added
Evergreen Capital Management LLC4,804$285.0K0.01%+8+0.2%Added
9258 Wealth Management, LLC4,795$284.0K0.08%−1,151−19.4%Reduced
KCM Investment Advisors LLC4,800$284.0K0.01%00.0%Unchanged
TrinityPoint Wealth, LLC4,785$283.0K0.06%00.0%Unchanged
Patten Group, Inc.4,769$283.0K0.08%+4,769New
PRW Wealth Management LLC4,769$283.0K0.08%+4,769New
Aviance Capital Partners, LLC4,624$274.0K0.05%00.0%Unchanged
Huntington National Bank4,547$269.0K0.00%+4,133+998.3%Added
Profund Advisors LLC4,488$266.0K0.01%−580−11.4%Reduced
Quantamental Technologies LLC4,435$263.0K0.23%+4,435New
Edmond de Rothschild Holding S.A.4,389$260.0K0.01%00.0%Unchanged
Veritable, L.P.4,363$258.0K0.00%+28+0.6%Added
Leonteq Securities AG4,271$253.0K0.02%+675+18.8%Added
Kovack Advisors, Inc.4,202$249.0K0.03%−166−3.8%Reduced
Evercore Wealth Management, LLC4,181$247.0K0.00%00.0%Unchanged
Spotlight Asset Group, Inc.4,157$246.0K0.09%00.0%Unchanged
Cigna Investments Inc4,104$243.0K0.02%−40−1.0%Reduced
Denali Advisors LLC4,100$243.0K0.09%+4,100New
Voya Financial Advisors, Inc.4,000$242.0K0.03%−22,126−84.7%Reduced
MONECO Advisors, LLC4,055$240.0K0.11%+4,055New
Financial Architects, Inc4,039$239.0K0.03%+4,039New
SRS Capital Advisors, Inc.4,002$237.0K0.03%+4,002New
Advisor Resource Council4,000$237.0K0.02%+4,000New
Cornerstone Wealth Group, LLC4,090$235.0K0.05%+90+2.3%Added
Venture Visionary Partners LLC3,976$235.0K0.02%+3,976New
Two Sigma Securities, LLC3,899$231.0K0.06%−93,568−96.0%Reduced
Baldwin Investment Management, LLC3,900$231.0K0.04%−667−14.6%Reduced
Laidlaw Wealth Management LLC3,900$231.0K0.06%+3,900New
Paces Ferry Wealth Advisors, LLC3,878$230.0K0.18%+3,878New
Appleton Partners Inc3,825$227.0K0.02%+3,825New
Ade, LLC3,805$225.0K0.20%00.0%Unchanged
Northeast Investment Management3,700$219.0K0.01%−1,376−27.1%Reduced
Global Wealth Management Investment Advisory, Inc.3,639$216.0K0.07%+1,155+46.5%Added
55I, LLC3,630$215.0K0.01%+3,630New
Compagnie Lombard Odier SCmA3,615$214.0K0.00%+3,615New
Peapack Gladstone Financial Corp3,592$212.0K0.01%+3,592New
Vestmark Advisory Solutions, Inc.3,548$210.0K0.01%+3,548New
Mayflower Financial Advisors, LLC3,540$210.0K0.03%+3,540New
Telemus Capital, LLC3,500$207.0K0.01%+3,500New
We Are One Seven, LLC3,495$207.0K0.03%+3,495New
Mount Yale Investment Advisors, LLC3,470$206.0K0.02%+3,470New
Boston Private Wealth LLC3,443$204.0K0.00%+3,443New
Global Trust Asset Management, LLC3,400$201.0K0.10%+3,400New
Carmichael Hill & Associates, Inc.3,277$194.0K0.11%+8+0.2%Added
Hexagon Capital Partners LLC3,240$192.0K0.05%−1,226−27.5%Reduced