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 |
|---|---|---|---|---|---|
| American Portfolios Advisors | 11,126 | $677.4K | 0.03% | +13+0.1% | Added |
| Cannon Global Investment Management, LLC | 11,200 | $682.0K | 1.02% | −3,800−25.3% | Reduced |
| Allstate Corp | 11,210 | $682.0K | 0.03% | 00.0% | Unchanged |
| American National Registered Investment Advisor, Inc. | 11,275 | $686.0K | 0.25% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 11,374 | $692.0K | 0.09% | +1,932+20.5% | Added |
| Seven Eight Capital, LP | 11,573 | $705.0K | 0.07% | −23,086−66.6% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 11,579 | $705.0K | 0.01% | +3,200+38.2% | Added |
| Raymond James Trust N.A. | 11,708 | $712.0K | 0.02% | +407+3.6% | Added |
| Silvant Capital Management LLC | 11,766 | $716.0K | 0.13% | −2,780−19.1% | Reduced |
| Fiduciary Group LLC | 9,375 | $718.0K | 0.08% | +175+1.9% | Added |
| Bradley Foster & Sargent Inc | 11,860 | $722.0K | 0.02% | +255+2.2% | Added |
| Fountainhead AM, LLC | 11,971 | $729.0K | 0.35% | +227+1.9% | Added |
| Federation des caisses Desjardins du Quebec | 12,086 | $735.6K | 0.01% | +998+9.0% | Added |
| Nomura Holdings Inc | 11,970 | $737.0K | 0.01% | −8,114−40.4% | Reduced |
| Mission Wealth Management, LP | 12,216 | $744.0K | 0.04% | −1,584−11.5% | Reduced |
| Seelaus Asset Management LLC | 12,420 | $756.0K | 0.44% | +12,420 | New |
| CWA Asset Management Group, LLC | 12,440 | $757.0K | 0.06% | +26+0.2% | Added |
| Twin Tree Management, LP | 12,496 | $761.0K | 0.02% | +12,221+4,444.0% | Added |
| Tower Research Capital LLC (TRC) | 12,509 | $762.0K | 0.02% | +3,626+40.8% | Added |
| Qube Research & Technologies Ltd | 12,916 | $786.0K | 0.01% | −84,342−86.7% | Reduced |
| Stelac Advisory Services LLC | 12,925 | $787.0K | 0.21% | −21,774−62.8% | Reduced |
| Curated Wealth Partners LLC | 12,982 | $790.0K | 0.44% | −1,153−8.2% | Reduced |
| Stratos Wealth Partners, LTD. | 13,017 | $792.0K | 0.02% | +416+3.3% | Added |
| Panagora Asset Management Inc | 13,309 | $810.0K | 0.00% | −1,410−9.6% | Reduced |
| ETF Managers Group, LLC | 13,366 | $813.0K | 0.02% | +1,119+9.1% | Added |
| Rathbone Brothers plc | 13,400 | $816.0K | 0.01% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 13,409 | $816.0K | 0.11% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 13,650 | $831.0K | 0.23% | −7,110−34.2% | Reduced |
| Guardian Investment Management | 13,750 | $837.0K | 0.62% | 00.0% | Unchanged |
| Central Trust Co | 13,767 | $838.0K | 0.03% | −1,627−10.6% | Reduced |
| Douglas Lane & Associates, LLC | 13,881 | $845.0K | 0.01% | +115+0.8% | Added |
| Systematic Alpha Investments, LLC | 10,600 | $845.0K | 0.04% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 14,019 | $853.0K | 0.06% | +3,192+29.5% | Added |
| Spire Wealth Management | 14,135 | $861.0K | 0.02% | −1,125−7.4% | Reduced |
| Echo Street Capital Management LLC | 14,139 | $861.0K | 0.01% | +14,139 | New |
| Cetera Investment Advisers | 14,223 | $866.0K | 0.01% | −10,587−42.7% | Reduced |
| HAP Trading, LLC | 14,242 | $867.0K | 0.06% | −225−1.6% | Reduced |
| CFM Wealth Partners LLC | 14,332 | $872.0K | 0.22% | +2,731+23.5% | Added |
| Walleye Capital LLC | 14,397 | $876.0K | 0.03% | +14,397 | New |
| JustInvest LLC | 14,575 | $887.0K | 0.08% | −1,197−7.6% | Reduced |
| Fort Pitt Capital Group, LLC | 14,580 | $888.0K | 0.04% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 14,700 | $894.9K | 0.25% | −1,000−6.4% | Reduced |
| Belpointe Asset Management LLC | 15,003 | $913.0K | 0.06% | +4,013+36.5% | Added |
| Blair William & Co | 15,099 | $919.0K | 0.00% | +9+0.1% | Added |
| IHT Wealth Management, LLC | 15,323 | $933.0K | 0.08% | +450+3.0% | Added |
| Baird Financial Group, Inc. | 15,338 | $934.0K | 0.00% | +518+3.5% | Added |
| MML Investors Services, LLC | 15,390 | $937.0K | 0.01% | +2,200+16.7% | Added |
| IBM Retirement Fund | 15,519 | $945.0K | 0.07% | 00.0% | Unchanged |
| American National Insurance Co | 15,700 | $956.0K | 0.04% | 00.0% | Unchanged |
| Davenport & Co LLC | 15,816 | $963.0K | 0.01% | +792+5.3% | Added |
| Linscomb & Williams, Inc. | 16,179 | $985.0K | 0.05% | 00.0% | Unchanged |
| National Asset Management, Inc. | 16,326 | $994.0K | 0.03% | +62+0.4% | Added |
| J.W. Cole Advisors, Inc. | 16,396 | $998.0K | 0.07% | +6,374+63.6% | Added |
| Roundview Capital LLC | 16,470 | $1.00M | 0.11% | +578+3.6% | Added |
| Capula Management Ltd | 16,779 | $1.02M | 0.08% | +16,779 | New |
| Professional Financial Advisors, LLC | 16,846 | $1.03M | 0.59% | +352+2.1% | Added |
| Southeast Asset Advisors Inc. | 17,167 | $1.04M | 0.17% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 17,375 | $1.06M | 0.09% | 00.0% | Unchanged |
| Next Capital Management LLC | 17,483 | $1.06M | 0.77% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 17,850 | $1.09M | 0.01% | 00.0% | Unchanged |
| Ar Asset Management Inc | 18,000 | $1.10M | 0.31% | 00.0% | Unchanged |
| M&T Bank Corp | 18,482 | $1.13M | 0.01% | −4,095−18.1% | Reduced |
| Seven Post Investment Office LP | 18,700 | $1.14M | 0.35% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 18,800 | $1.15M | 0.21% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 18,950 | $1.15M | 0.03% | 00.0% | Unchanged |
| Regions Financial Corp | 19,095 | $1.16M | 0.01% | +123+0.6% | Added |
| Virtu Financial LLC | 19,118 | $1.16M | 0.10% | +5,526+40.7% | Added |
| Leverage Partners Absolute Return Fund SPC | 20,000 | $1.22M | 1.17% | −352−1.7% | Reduced |
| Welch & Forbes LLC | 20,000 | $1.22M | 0.02% | 00.0% | Unchanged |
| Compton Capital Management Inc | 20,350 | $1.24M | 0.36% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 20,415 | $1.24M | 0.03% | +16,800+464.7% | Added |
| U S Global Investors Inc | 20,500 | $1.25M | 0.04% | +2,500+13.9% | Added |
| Element Pointe Advisors, LLC | 20,776 | $1.26M | 0.43% | −10,493−33.6% | Reduced |
| Oxford Financial Group Ltd | 21,555 | $1.31M | 0.17% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 21,600 | $1.31M | 0.12% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 21,900 | $1.33M | 0.06% | +13,800+170.4% | Added |
| Horizon Investments, LLC | 21,938 | $1.34M | 0.04% | +11,395+108.1% | Added |
| CWM Advisors, LLC | 21,976 | $1.34M | 0.17% | +21,976 | New |
| Dynamic Technology Lab Private Ltd | 22,061 | $1.34M | 0.16% | +3,068+16.2% | Added |
| Walter & Keenan Financial Consulting Co | 22,106 | $1.35M | 0.46% | −394−1.8% | Reduced |
| Axiom Investment Management LLC | 22,807 | $1.39M | 1.40% | +47+0.2% | Added |
| Ativo Capital Management LLC | 23,087 | $1.41M | 0.66% | +16+0.1% | Added |
| Jane Street Group, LLC | 23,157 | $1.41M | 0.00% | −18,588−44.5% | Reduced |
| Independent Advisor Alliance | 24,045 | $1.46M | 0.08% | −2,860−10.6% | Reduced |
| Allianz Asset Management GmbH | 24,213 | $1.47M | 0.00% | +10,865+81.4% | Added |
| Mackenzie Financial Corp | 24,605 | $1.50M | 0.00% | +9,039+58.1% | Added |
| PEAK6 Investments LLC | 24,662 | $1.50M | 0.03% | +24,662 | New |
| Bray Capital Advisors | 24,706 | $1.50M | 0.39% | +56+0.2% | Added |
| Tarbox Family Office, Inc. | 25,000 | $1.52M | 0.28% | 00.0% | Unchanged |
| First Mercantile Trust Co | 25,026 | $1.52M | 0.20% | −4,502−15.2% | Reduced |
| Chesapeake Wealth Management | 25,007 | $1.52M | 0.54% | +211+0.9% | Added |
| Daiwa Securities Group Inc. | 25,289 | $1.54M | 0.01% | +500+2.0% | Added |
| Keybank National Association | 25,906 | $1.58M | 0.01% | −161−0.6% | Reduced |
| Chicago Partners Investment Group LLC | 20,204 | $1.58M | 0.11% | −2,612−11.4% | Reduced |
| Cubist Systematic Strategies, LLC | 25,954 | $1.58M | 0.02% | −79,961−75.5% | Reduced |
| Greenline Partners, LLC | 26,129 | $1.59M | 0.33% | −121−0.5% | Reduced |
| Capital International Inc | 26,604 | $1.62M | 0.02% | +26,604 | New |
| Lombard Odier Asset Management (Switzerland) SA | 29,090 | $1.63M | 0.10% | +29,090 | New |
| Mariner, LLC | 27,048 | $1.65M | 0.01% | +14,349+113.0% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 27,442 | $1.67M | 1.31% | +27,442 | New |