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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, 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.

Institutional holdersQ3 2021: 745 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 heldQ3 2021: $27.1B
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, Q3 2021

Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q2 2021.

Institutions holding KKR in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
AE Wealth Management LLC5,655$344.0K0.00%+822+17.0%Added
Integrated Investment Consultants, LLC5,678$346.0K0.10%+5,678New
Brewin Dolphin Wealth Management Ltd5,700$347.0K0.04%00.0%Unchanged
Laurel Wealth Advisors, Inc.5,760$351.0K0.06%00.0%Unchanged
Hodges Capital Management Inc.5,839$355.0K0.03%+8+0.1%Added
Highland Capital Management Fund Advisors, L.P.5,866$357.0K0.06%00.0%Unchanged
Arlington Financial Advisors, LLC5,865$357.0K0.14%00.0%Unchanged
Steel Peak Wealth Management LLC5,873$358.0K0.02%−80−1.3%Reduced
Financial Advocates Investment Management5,924$360.0K0.03%+365+6.6%Added
Gateway Advisory, LLC5,924$361.0K0.08%00.0%Unchanged
RDA Financial Network5,942$362.0K0.16%−16−0.3%Reduced
Xponance, Inc.5,958$363.0K0.01%−2,208−27.0%Reduced
Fortress Wealth Group, LLC5,965$363.0K0.31%+161+2.8%Added
First Hawaiian Bank6,000$365.0K0.01%−2,100−25.9%Reduced
Family Management Corp6,003$365.0K0.10%00.0%Unchanged
Lazard Asset Management LLC6,000$365.0K0.00%00.0%Unchanged
Northeast Investment Management6,000$365.0K0.02%+2,300+62.2%Added
Campbell & CO Investment Adviser LLC6,050$368.0K0.12%+6,050New
Overbrook Management Corp6,062$369.0K0.08%00.0%Unchanged
Duncker Streett & Co Inc6,175$376.0K0.07%00.0%Unchanged
First Pacific Advisors, LP6,174$376.0K0.00%00.0%Unchanged
American International Group, Inc.6,199$377.0K0.00%−679−9.9%Reduced
Denali Advisors LLC6,200$377.0K0.16%+2,100+51.2%Added
Proequities, Inc.6,224$379.0K0.02%+4+0.1%Added
Brown Advisory Securities, LLC6,224$380.0K0.11%+6,224New
GWM Advisors LLC6,325$385.0K0.01%−5,630−47.1%Reduced
Bokf, NA6,384$389.0K0.01%+6,384New
Livforsakringsbolaget Skandia, Omsesidigt6,500$396.0K0.02%−1,200−15.6%Reduced
Brighton Jones LLC6,552$399.0K0.02%+642+10.9%Added
CenterStar Asset Management, LLC–$399.0K0.31%–New
State of Wyoming6,605$402.0K0.26%−3,169−32.4%Reduced
WealthPLAN Partners, LLC5,175$402.0K0.03%+38+0.7%Added
Kingsview Wealth Management, LLC6,738$410.0K0.02%+223+3.4%Added
Samalin Investment Counsel, LLC6,759$411.0K0.27%+13+0.2%Added
Camden Capital, LLC6,827$416.0K0.08%+1,151+20.3%Added
Asahi Life Asset Management Co., Ltd.6,840$416.0K0.06%+6,840New
Cordasco Financial Network6,847$417.0K0.28%+12+0.2%Added
Regent Investment Management LLC7,000$426.0K0.10%00.0%Unchanged
Focus Financial Network, Inc.7,028$427.9K0.06%−250−3.4%Reduced
Winton Group Ltd7,041$429.0K0.02%−3,419−32.7%Reduced
Obermeyer Wood Investment Counsel, LLLP7,085$431.0K0.02%00.0%Unchanged
Visionary Wealth Advisors7,124$434.0K0.04%+390+5.8%Added
Transcend Wealth Collective, LLC5,714$437.0K0.04%+5,714New
Advisory Services Network, LLC7,194$438.0K0.01%+10+0.1%Added
Snowden Capital Advisors LLC7,281$443.3K0.02%−289−3.8%Reduced
Moloney Securities Asset Management, LLC7,334$447.0K0.08%+348+5.0%Added
Gotham Asset Management, LLC7,393$450.0K0.02%−2,202−22.9%Reduced
Bluefin Capital Management, LLC7,500$457.0K0.05%+7,500New
Vestcor Inc7,717$470.0K0.02%−989−11.4%Reduced
Seeyond7,755$472.0K0.05%−79−1.0%Reduced
Mutual Advisors, LLC7,753$472.0K0.03%00.0%Unchanged
Commerce Bank7,806$475.0K0.00%−220−2.7%Reduced
Regency Capital Management Inc.8,000$487.0K0.34%+500+6.7%Added
U.S. Capital Wealth Advisors, LLC8,000$487.0K0.02%+8,000New
Bayesian Capital Management, LP8,100$493.0K0.14%+8,100New
Phocas Financial Corp.8,145$496.0K0.06%+1,500+22.6%Added
Marks Group Wealth Management, Inc8,241$502.0K0.07%−342−4.0%Reduced
Stonnington Group, LLC7,700$504.0K0.11%−10,300−57.2%Reduced
Mirabella Financial Services LLP8,719$531.0K0.07%+8,719New
Wedbush Securities Inc8,824$537.0K0.03%−774−8.1%Reduced
Principle Wealth Partners LLC8,850$539.0K0.06%00.0%Unchanged
DRW Securities, LLC8,865$540.0K0.16%+8,865New
Corsair Capital Management, L.P.8,901$542.0K0.10%−266−2.9%Reduced
Institute for Wealth Management, LLC.8,978$547.0K0.10%+1,010+12.7%Added
E&G Advisors, LP9,000$548.0K0.15%+9,000Added
Credential Qtrade Securities Inc.9,040$550.4K0.04%+1,820+25.2%Added
Ossiam9,292$566.0K0.02%−1,282−12.1%Reduced
Smith Shellnut Wilson LLC9,328$568.0K0.33%00.0%Unchanged
MAI Capital Management9,409$573.0K0.01%+22+0.2%Added
Segment Wealth Management, LLC9,450$575.0K0.07%00.0%Unchanged
Berman Capital Advisors, LLC9,523$579.0K0.09%+670+7.6%Added
Capital One Financial Corp9,590$584.0K0.07%00.0%Unchanged
Sawgrass Asset Management LLC9,656$588.0K0.06%+925+10.6%Added
Yorktown Management & Research Co Inc9,700$591.0K0.44%00.0%Unchanged
D.A. Davidson & Co.9,815$598.0K0.01%+801+8.9%Added
Krilogy Financial LLC9,843$599.0K0.06%+1,794+22.3%Added
Pensionfund DSM Netherlands9,900$603.0K0.08%+9,900New
Moors & Cabot, Inc.10,010$606.0K0.04%−2,285−18.6%Reduced
Beacon Pointe Advisors, LLC10,023$610.0K0.02%+2,106+26.6%Added
Dakota Wealth Management10,037$611.0K0.07%00.0%Unchanged
Schwarz Dygos Wheeler Investment Advisors LLC10,126$616.0K0.23%−49−0.5%Reduced
Clear Harbor Asset Management, LLC10,125$616.0K0.07%00.0%Unchanged
World Asset Management Inc10,152$618.0K0.06%+12+0.1%Added
Lake Street Advisors Group, LLC10,200$621.0K0.07%+10,200New
Aries Wealth Management10,210$622.0K0.26%−550−5.1%Reduced
Diversified Trust Co10,309$628.0K0.02%00.0%Unchanged
Beaumont Financial Partners, LLC10,420$634.0K0.05%00.0%Unchanged
Diligent Investors, LLC10,719$635.0K0.22%00.0%Unchanged
Gilbert & Cook, Inc.10,434$635.0K0.11%−93−0.9%Reduced
Kestra Private Wealth Services, LLC10,469$637.0K0.04%+283+2.8%Added
Sage Rhino Capital LLC10,504$639.0K0.19%+22+0.2%Added
Wetherby Asset Management Inc10,700$652.0K0.04%00.0%Unchanged
Ensign Peak Advisors, Inc10,785$657.0K0.00%−7,690−41.6%Reduced
Weiss Multi-Strategy Advisers LLC10,916$665.0K0.01%+10,916New
Intact Investment Management Inc.11,000$670.0K0.02%00.0%Unchanged
Guinness Asset Management LTD11,050$673.0K0.03%+4,000+56.7%Added
Metropolitan Life Insurance Co11,067$673.8K0.01%−317−2.8%Reduced
Ameritas Investment Company, LLC11,102$676.0K0.03%−2,271−17.0%Reduced
ProVise Management Group, LLC11,105$676.0K0.07%00.0%Unchanged
JTC Employer Solutions Trusteee Ltd11,119$677.0K0.09%00.0%Unchanged