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 |
|---|---|---|---|---|---|
| Newbridge Financial Services Group, Inc. | 3,145 | $186.0K | 0.11% | +3+0.1% | Added |
| First Bank & Trust | 3,061 | $181.0K | 0.09% | +363+13.5% | Added |
| Glenmede Trust Co NA | 3,050 | $180.0K | 0.00% | −5,092−62.5% | Reduced |
| Nisa Investment Advisors, LLC | 3,010 | $178.0K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 3,000 | $178.0K | 0.10% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,980 | $177.0K | 0.03% | +3+0.1% | Added |
| Arkadios Wealth Advisors | 2,958 | $175.0K | 0.02% | +2,376+408.2% | Added |
| MUFG Americas Holdings Corp | 2,883 | $171.0K | 0.00% | −51,615−94.7% | Reduced |
| FORA Capital, LLC | 2,823 | $167.0K | 0.03% | −574−16.9% | Reduced |
| MBM Wealth Consultants, LLC | 2,685 | $159.0K | 0.07% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,672 | $158.0K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 2,652 | $157.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,570 | $152.0K | 0.00% | +2,465+2,347.6% | Added |
| Eagle Bay Advisors LLC | 2,550 | $152.0K | 0.12% | +2,550 | New |
| Turim 21 Investimentos Ltda. | 2,500 | $148.0K | 0.05% | −500−16.7% | Reduced |
| Global Retirement Partners, LLC | 2,501 | $148.0K | 0.02% | +5+0.2% | Added |
| Plante Moran Financial Advisors, LLC | 2,493 | $148.0K | 0.04% | +1,385+125.0% | Added |
| D'Orazio & Associates, Inc. | 2,333 | $138.0K | 0.04% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,324 | $138.0K | 0.04% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 2,325 | $138.0K | 0.10% | +2,325 | New |
| Centaurus Financial, Inc. | 2,173 | $129.0K | 0.01% | +2,173 | New |
| Carroll Financial Associates, Inc. | 2,129 | $126.0K | 0.01% | +21+1.0% | Added |
| Better Money Decisions, LLC | 2,056 | $122.0K | 0.11% | +5+0.2% | Added |
| Edge Wealth Management LLC | 1,900 | $113.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,891 | $112.0K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,751 | $104.0K | 0.00% | −766−30.4% | Reduced |
| Perkins Coie Trust Co | 1,750 | $104.0K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,702 | $101.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,670 | $99.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,679 | $99.0K | 0.01% | +1+0.1% | Added |
| Hoey Investments, Inc | 1,569 | $93.0K | 0.03% | +100+6.8% | Added |
| Caldwell Trust Co | 1,536 | $91.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,519 | $90.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,406 | $84.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,295 | $77.0K | 0.02% | +208+19.1% | Added |
| Modus Advisors, LLC | 1,150 | $68.0K | 0.03% | +1,150 | New |
| Sonora Investment Management, LLC | 1,132 | $67.0K | 0.01% | +1,132 | New |
| Whittier Trust Co of Nevada Inc | 1,100 | $65.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1,048 | $62.0K | 0.01% | +297+39.5% | Added |
| Trust Co of Vermont | 1,000 | $59.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,000 | $59.0K | 0.05% | +1,000 | New |
| Kistler-Tiffany Companies, LLC | 910 | $54.0K | 0.01% | −40−4.2% | Reduced |
| Canton Hathaway, LLC | 800 | $47.0K | 0.01% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 797 | $47.0K | 0.00% | +687+624.5% | Added |
| Altshuler Shaham Ltd | 782 | $47.0K | 0.00% | +782 | New |
| tru Independence LLC | 748 | $44.0K | 0.01% | +748 | New |
| TSFG, LLC | 721 | $43.0K | 0.02% | +1+0.1% | Added |
| Brewin Dolphin Ltd | 709 | $42.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 712 | $42.0K | 0.01% | +712 | New |
| Rosenberg Matthew Hamilton | 682 | $40.0K | 0.02% | 00.0% | Unchanged |
| Howe & Rusling Inc | 650 | $39.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 635 | $38.0K | 0.00% | +22+3.6% | Added |
| Arcadia Investment Management Corp | 568 | $34.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 533 | $32.0K | 0.01% | +1+0.2% | Added |
| Tradition Wealth Management, LLC | 508 | $30.0K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 500 | $30.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 500 | $30.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 500 | $30.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 500 | $30.0K | 0.02% | 00.0% | Unchanged |
| CVA Family Office, LLC | 505 | $30.0K | 0.01% | +435+621.4% | Added |
| Cumberland Partners Ltd | 500 | $30.0K | 0.00% | +500 | New |
| Anchor Investment Management, LLC | 500 | $29.6K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 488 | $28.0K | 0.00% | −5,302−91.6% | Reduced |
| Focused Wealth Management, Inc | 444 | $26.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 452 | $26.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 446 | $26.0K | 0.00% | +276+162.4% | Added |
| Riggs Asset Managment Co. Inc. | 418 | $25.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 400 | $24.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 400 | $24.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 385 | $23.0K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 392 | $23.0K | 0.01% | +392 | New |
| First Horizon Advisors, Inc. | 375 | $22.0K | 0.00% | −375−50.0% | Reduced |
| Earnest Partners LLC | 359 | $21.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 332 | $20.0K | 0.00% | +20+6.4% | Added |
| Signaturefd, LLC | 313 | $19.0K | 0.00% | +19+6.5% | Added |
| Holloway Wealth Management, LLC | – | $18.0K | 0.01% | – | New |
| Endurance Wealth Management, Inc. | 300 | $17.0K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 275 | $16.0K | 0.00% | −4,694−94.5% | Reduced |
| Itau Unibanco Holding S.A. | 266 | $16.0K | 0.00% | +266 | New |
| Evermay Wealth Management LLC | 230 | $14.0K | 0.00% | +230 | New |
| Creative Financial Designs Inc | 203 | $12.0K | 0.00% | +1+0.5% | Added |
| Webster Bank, N. A. | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| NN Investment Partners Holdings N.V. | 200 | $12.0K | 0.00% | +200 | New |
| Whittier Trust Co | 180 | $11.0K | 0.00% | +180 | New |
| Lindbrook Capital, LLC | 165 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 161 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 140 | $8.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 134 | $8.00K | 0.00% | +134 | New |
| Islay Capital Management, LLC | 126 | $7.00K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 105 | $6.00K | 0.00% | −6−5.4% | Reduced |
| Permanens Capital L.P. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 102 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 80 | $5.00K | 0.00% | −750−90.4% | Reduced |
| Sandy Spring Bank | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 77 | $5.00K | 0.00% | +77 | New |
| Clearstead Advisors, LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 67 | $4.00K | 0.00% | +12+21.8% | Added |
| Quadrant Capital Group LLC | 75 | $4.00K | 0.00% | +13+21.0% | Added |
| Financial Management Professionals, Inc. | 57 | $3.00K | 0.00% | 00.0% | Unchanged |