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 |
|---|---|---|---|---|---|
| Centaurus Financial, Inc. | 2,173 | $132.0K | 0.01% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 2,333 | $142.0K | 0.03% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 2,325 | $142.0K | 0.10% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 2,337 | $142.0K | 0.00% | +2,337 | New |
| Plante Moran Financial Advisors, LLC | 2,391 | $146.0K | 0.03% | −102−4.1% | Reduced |
| Capital Analysts, LLC | 2,488 | $151.0K | 0.01% | +2,088+522.0% | Added |
| Bessemer Group Inc | 2,540 | $155.0K | 0.00% | −30−1.2% | Reduced |
| TFC Financial Management | 2,550 | $155.0K | 0.05% | +2,550 | New |
| MUFG Americas Holdings Corp | 2,883 | $176.0K | 0.00% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 2,902 | $177.0K | 0.20% | +2,902 | New |
| Arkadios Wealth Advisors | 2,958 | $180.0K | 0.03% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,993 | $182.0K | 0.03% | +13+0.4% | Added |
| Nisa Investment Advisors, LLC | 3,010 | $183.0K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 3,000 | $183.0K | 0.11% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,140 | $191.0K | 0.06% | −100−3.1% | Reduced |
| MBM Wealth Consultants, LLC | 3,185 | $194.0K | 0.09% | +500+18.6% | Added |
| First Bank & Trust | 3,207 | $195.0K | 0.09% | +146+4.8% | Added |
| Carmichael Hill & Associates, Inc. | 3,285 | $200.0K | 0.11% | +8+0.2% | Added |
| Summit Financial, LLC | 3,298 | $200.8K | 0.02% | +3,298 | New |
| Harvest Fund Management Co., Ltd | 3,310 | $201.0K | 0.05% | +1,904+135.4% | Added |
| Redpoint Investment Management Pty Ltd | 3,299 | $201.0K | 0.02% | +3,299 | New |
| Kathmere Capital Management, LLC | 3,302 | $201.0K | 0.04% | +3,302 | New |
| PFG Advisors | 3,326 | $202.0K | 0.02% | +3,326 | New |
| CAPROCK Group, Inc. | 3,350 | $204.0K | 0.02% | +3,350 | New |
| RMR Wealth Builders | 3,345 | $204.0K | 0.06% | +3,345 | New |
| Crossmark Global Holdings, Inc. | 3,380 | $206.0K | 0.00% | +3,380 | New |
| SG Americas Securities, LLC | 3,417 | $208.0K | 0.00% | −805,911−99.6% | Reduced |
| Capital International Sarl | 3,455 | $210.0K | 0.02% | +3,455 | New |
| Telemus Capital, LLC | 3,500 | $213.0K | 0.02% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 3,563 | $217.0K | 0.01% | −2,200−38.2% | Reduced |
| 55I, LLC | 3,631 | $221.0K | 0.01% | +10.0% | Added |
| Newbridge Financial Services Group, Inc. | 3,647 | $222.0K | 0.14% | +502+16.0% | Added |
| Kaizen Financial Strategies | 3,662 | $223.0K | 0.18% | +3,662 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,769 | $230.0K | 0.00% | +3,769 | New |
| Ade, LLC | 3,805 | $232.0K | 0.21% | 00.0% | Unchanged |
| Appleton Partners Inc | 3,825 | $233.0K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 3,879 | $236.0K | 0.01% | −1,197−23.6% | Reduced |
| Baldwin Investment Management, LLC | 3,900 | $237.0K | 0.04% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 3,976 | $242.0K | 0.02% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 3,984 | $243.0K | 0.06% | +84+2.2% | Added |
| Mayflower Financial Advisors, LLC | 3,560 | $244.0K | 0.03% | +20+0.6% | Added |
| Financial Architects, Inc | 4,039 | $246.0K | 0.04% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 4,055 | $247.0K | 0.10% | 00.0% | Unchanged |
| Engine Capital Management, LP | 4,072 | $248.0K | 0.07% | −5,627−58.0% | Reduced |
| Cornerstone Wealth Group, LLC | 4,090 | $249.0K | 0.04% | 00.0% | Unchanged |
| Cigna Investments Inc | 4,104 | $250.0K | 0.02% | 00.0% | Unchanged |
| Walleye Trading LLC | 4,129 | $251.0K | 0.01% | −12,963−75.8% | Reduced |
| Profund Advisors LLC | 4,187 | $255.0K | 0.01% | −301−6.7% | Reduced |
| Kovack Advisors, Inc. | 4,209 | $256.0K | 0.03% | +7+0.2% | Added |
| Boston Private Wealth LLC | 4,260 | $259.0K | 0.00% | +817+23.7% | Added |
| Level Four Advisory Services, LLC | 4,371 | $266.0K | 0.03% | −6,119−58.3% | Reduced |
| Evergreen Capital Management LLC | 4,385 | $267.0K | 0.01% | −419−8.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 4,430 | $270.0K | 0.09% | +791+21.7% | Added |
| Leonteq Securities AG | 4,465 | $271.8K | 0.01% | +194+4.5% | Added |
| Coldstream Capital Management Inc | 8,000 | $275.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 4,508 | $275.0K | 0.00% | −39−0.9% | Reduced |
| Scotia Capital Inc. | 4,556 | $277.0K | 0.00% | −463−9.2% | Reduced |
| We Are One Seven, LLC | 3,517 | $280.0K | 0.04% | +22+0.6% | Added |
| Veritable, L.P. | 4,627 | $282.0K | 0.00% | +264+6.1% | Added |
| US Bancorp | 4,639 | $283.0K | 0.00% | −1,870−28.7% | Reduced |
| First City Capital Management, Inc. | 4,699 | $286.0K | 0.16% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 4,711 | $287.0K | 0.05% | +87+1.9% | Added |
| 9258 Wealth Management, LLC | 4,760 | $290.0K | 0.08% | −35−0.7% | Reduced |
| Patten Group, Inc. | 4,779 | $291.0K | 0.09% | +10+0.2% | Added |
| TrinityPoint Wealth, LLC | 4,785 | $291.0K | 0.06% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 4,800 | $292.0K | 0.01% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 4,819 | $293.0K | 0.01% | −1,797−27.2% | Reduced |
| Asset Management Corp | 4,818 | $293.0K | 0.18% | +6+0.1% | Added |
| Paloma Partners Management Co | 4,824 | $294.0K | 0.01% | +4,824 | New |
| HighPoint Advisor Group LLC | 4,924 | $300.0K | 0.03% | −63−1.3% | Reduced |
| Change Path, LLC | 4,948 | $301.0K | 0.02% | −157−3.1% | Reduced |
| Sunbelt Securities, Inc. | 5,199 | $303.0K | 0.05% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 4,975 | $303.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,983 | $303.0K | 0.04% | +981+24.5% | Added |
| Carnegie Capital Asset Management, LLC | 5,000 | $304.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 5,000 | $304.0K | 0.27% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 4,908 | $304.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 5,000 | $304.0K | 0.18% | +2,450+96.1% | Added |
| Turim 21 Investimentos Ltda. | 5,000 | $304.0K | 0.14% | +2,500+100.0% | Added |
| Ashfield Capital Partners, LLC | 5,018 | $305.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,038 | $307.0K | 0.03% | +2,537+101.4% | Added |
| Horizon Kinetics Asset Management LLC | 5,058 | $308.0K | 0.01% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 5,054 | $308.0K | 0.00% | +5,054 | New |
| First Midwest Bank Trust Division | 5,179 | $315.0K | 0.04% | +5,179 | New |
| Stratos Wealth Advisors, LLC | 5,174 | $315.0K | 0.03% | +5,174 | New |
| Veriti Management LLC | 5,179 | $315.0K | 0.04% | +5,179 | New |
| Williams Jones Wealth Management, LLC. | 5,244 | $319.0K | 0.00% | +9+0.2% | Added |
| Clearwater Capital Advisors, LLC | 5,280 | $321.0K | 0.04% | −1,510−22.2% | Reduced |
| Glenview Trust Co | 5,314 | $323.0K | 0.01% | −100−1.8% | Reduced |
| First National Bank Sioux Falls | 5,306 | $323.0K | 0.54% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,300 | $323.0K | 0.11% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 5,363 | $326.0K | 0.03% | +517+10.7% | Added |
| Game Plan Financial Advisors, LLC | 5,425 | $330.0K | 0.20% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 5,438 | $331.0K | 0.22% | +1,003+22.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,460 | $332.0K | 0.02% | +260+5.0% | Added |
| Capital Planning Advisors, LLC | 5,470 | $333.0K | 0.07% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 5,500 | $335.0K | 0.04% | 00.0% | Unchanged |
| Kalos Management, Inc. | 4,250 | $335.0K | 0.09% | +4,250 | New |
| Good Life Advisors, LLC | 5,567 | $339.0K | 0.05% | +5,567 | New |
| Guggenheim Capital LLC | 5,601 | $341.0K | 0.00% | −1,408−20.1% | Reduced |