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, Q3 2021
Institutional positions in KKR & Co. Inc. as of Sep 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
- 745
- +50 vs. Q2 2021
- Shares held
- 445.0M
- −2.27M (−0.5%) vs. Q2 2021
- Total value
- $27.1B
- +$589.9M (+2.2%) vs. Q2 2021
- New holders
- 98
- 289 more added
- Sold out
- 48
- 204 more reduced
9 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TCI Wealth Advisors, Inc. | 3 | $0 | 0.00% | +3 | New |
| Investors Research Corp | 4 | $0 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 17 | $1.03K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 25 | $2.00K | 0.00% | +14+127.3% | Added |
| Cribstone Capital Management, LLC | 40 | $2.00K | 0.00% | +40 | New |
| Versant Capital Management, Inc | 35 | $2.00K | 0.00% | +35 | New |
| Guidance Point Advisors, LLC | 35 | $2.00K | 0.00% | +35 | New |
| Financial Management Professionals, Inc. | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 94 | $5.00K | 0.00% | −17,056−99.5% | Reduced |
| Meeder Asset Management Inc | 77 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 77 | $5.00K | 0.00% | −3−3.8% | Reduced |
| Parkside Financial Bank & Trust | 78 | $5.00K | 0.00% | +11+16.4% | Added |
| Macroview Investment Management LLC | 88 | $5.00K | 0.01% | +88 | New |
| Wolff Wiese Magana LLC | 81 | $5.00K | 0.00% | +81 | New |
| Kowal Investment Group, LLC | 75 | $5.00K | 0.00% | +75 | New |
| Washington Trust Co | 98 | $6.00K | 0.00% | −7−6.7% | Reduced |
| Quadrant Capital Group LLC | 97 | $6.00K | 0.00% | +22+29.3% | Added |
| Antonetti Capital Management LLC | 100 | $6.00K | 0.00% | +100 | New |
| Syverson Strege & Co | 93 | $6.00K | 0.00% | +93 | New |
| Clearstead Advisors, LLC | 122 | $7.00K | 0.00% | +54+79.4% | Added |
| Exchange Traded Concepts, LLC | 124 | $8.00K | 0.00% | −10−7.5% | Reduced |
| Islay Capital Management, LLC | 126 | $8.00K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 161 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 165 | $10.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 180 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 186 | $11.0K | 0.00% | +186 | New |
| Creative Financial Designs Inc | 203 | $12.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 208 | $13.0K | 0.00% | +208 | New |
| Activest Wealth Management | 247 | $15.0K | 0.01% | +247 | New |
| Simplex Trading, LLC | 286 | $17.0K | 0.00% | −202−41.4% | Reduced |
| Assetmark, Inc | 283 | $17.0K | 0.00% | +283 | New |
| PSI Advisors, LLC | 285 | $17.0K | 0.01% | +285 | New |
| AlphaMark Advisors, LLC | 300 | $18.0K | 0.01% | −200−40.0% | Reduced |
| Holloway Wealth Management, LLC | – | $18.0K | 0.01% | – | – |
| Endurance Wealth Management, Inc. | 300 | $18.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 296 | $18.0K | 0.00% | +96+48.0% | Added |
| Pinnacle Bancorp, Inc. | 326 | $20.0K | 0.01% | +186+132.9% | Added |
| Signaturefd, LLC | 344 | $21.0K | 0.00% | +31+9.9% | Added |
| Earnest Partners LLC | 359 | $22.0K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 385 | $23.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 383 | $23.0K | 0.00% | +51+15.4% | Added |
| AllSquare Wealth Management LLC | 400 | $24.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 408 | $25.0K | 0.01% | −2,264−84.7% | Reduced |
| Riggs Asset Managment Co. Inc. | 418 | $25.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 438 | $27.0K | 0.00% | −8−1.8% | Reduced |
| SOA Wealth Advisors, LLC. | 452 | $27.0K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 460 | $28.0K | 0.03% | +460 | New |
| 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 | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 500 | $30.0K | 0.01% | +500 | New |
| Anchor Investment Management, LLC | 500 | $30.4K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 515 | $31.0K | 0.00% | −37,485−98.6% | Reduced |
| Tradition Wealth Management, LLC | 508 | $31.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 531 | $32.0K | 0.00% | −5,589−91.3% | Reduced |
| Institutional & Family Asset Management, LLC | 534 | $33.0K | 0.01% | +1+0.2% | Added |
| First Horizon Advisors, Inc. | 567 | $34.0K | 0.00% | +192+51.2% | Added |
| Arcadia Investment Management Corp | 568 | $35.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 600 | $37.0K | 0.00% | +600 | New |
| Howe & Rusling Inc | 650 | $40.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 649 | $40.0K | 0.00% | +14+2.2% | Added |
| Achmea Investment Management B.V. | 674 | $41.0K | 0.00% | −16,358−96.0% | Reduced |
| Jacobi Capital Management LLC | 714 | $43.0K | 0.01% | +2+0.3% | Added |
| FourThought Financial, LLC | 719 | $43.0K | 0.01% | +719 | New |
| Altshuler Shaham Ltd | 714 | $44.0K | 0.00% | −68−8.7% | Reduced |
| Canton Hathaway, LLC | 800 | $49.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 878 | $53.5K | 0.00% | +169+23.8% | Added |
| Kistler-Tiffany Companies, LLC | 910 | $55.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 923 | $56.0K | 0.02% | +202+28.0% | Added |
| Rosenberg Matthew Hamilton | 913 | $56.0K | 0.02% | +231+33.9% | Added |
| Meridian Wealth Partners, LLC | 909 | $56.0K | 0.01% | +909 | New |
| Evoke Wealth, LLC | 972 | $59.0K | 0.00% | +972 | New |
| Delta Asset Management LLC | 1,006 | $61.0K | 0.01% | −42−4.0% | Reduced |
| Selective Wealth Management, Inc. | 1,000 | $61.0K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,000 | $61.0K | 0.01% | +1,000 | New |
| Focused Wealth Management, Inc | 1,064 | $65.0K | 0.01% | +620+139.6% | Added |
| Carroll Financial Associates, Inc. | 1,100 | $66.0K | 0.00% | −1,029−48.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,100 | $67.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,102 | $67.0K | 0.00% | +1,000+980.4% | Added |
| Private Capital Group, LLC | 1,322 | $81.0K | 0.02% | +27+2.1% | Added |
| Harbor Investment Advisory, LLC | 1,519 | $92.0K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,536 | $93.5K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,569 | $96.0K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,630 | $99.0K | 0.00% | −121−6.9% | Reduced |
| Sonora Investment Management, LLC | 1,632 | $99.0K | 0.01% | +500+44.2% | Added |
| Arlington Partners LLC | 1,633 | $99.0K | 0.03% | +1,633 | New |
| Arrow Financial Corp | 1,670 | $102.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,679 | $102.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,702 | $104.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,750 | $107.0K | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,818 | $111.0K | 0.00% | +1,021+128.1% | Added |
| GPS Wealth Strategies Group, LLC | 1,891 | $115.0K | 0.03% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 1,900 | $116.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,928 | $117.0K | 0.05% | −396−17.0% | Reduced |
| West Paces Advisors Inc. | 2,000 | $121.8K | 0.04% | +2,000 | New |
| Penserra Capital Management LLC | 2,009 | $122.0K | 0.00% | −19,730−90.8% | Reduced |
| Tower View Investment Management & Research LLC | 2,000 | $122.0K | 0.07% | +2,000 | New |
| Better Money Decisions, LLC | 2,061 | $125.0K | 0.10% | +5+0.2% | Added |