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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 27,277 | $1.68M | 0.00% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 27,707 | $1.69M | 0.11% | +4,821+21.1% | Added |
| Bank Hapoalim BM | 27,952 | $1.70M | 0.18% | +423+1.5% | Added |
| Steward Partners Investment Advisory, LLC | 28,553 | $1.74M | 0.03% | +102+0.4% | Added |
| Moody National Bank Trust Division | 28,695 | $1.75M | 0.03% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 28,947 | $1.76M | 0.02% | +1,499+5.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 30,185 | $1.84M | 0.00% | −2,631−8.0% | Reduced |
| Oppenheimer Asset Management Inc. | 30,336 | $1.85M | 0.03% | +5,694+23.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 31,482 | $1.92M | 0.01% | +18,949+151.2% | Added |
| Ayalon Holdings Ltd. | 31,204 | $1.93M | 0.69% | −5,250−14.4% | Reduced |
| Threadgill Financial, LLC | 31,474 | $1.95M | 1.62% | +31,474 | New |
| Midwest Wealth Management Inc. | 32,729 | $1.99M | 1.37% | −52−0.2% | Reduced |
| Cassia Capital Partners, LLC | 32,729 | $1.99M | 1.37% | +32,729 | New |
| Cresset Asset Management, LLC | 33,035 | $2.01M | 0.03% | −2,600−7.3% | Reduced |
| Barr E S & Co | 33,480 | $2.04M | 0.15% | −345−1.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 33,531 | $2.04M | 0.05% | −933−2.7% | Reduced |
| IFP Advisors, Inc | 34,087 | $2.07M | 0.04% | −90.0% | Reduced |
| Wolverine Trading, LLC | 34,344 | $2.09M | 0.04% | −10,709−23.8% | Reduced |
| Spectrum Management Group, LLC | 34,406 | $2.10M | 0.33% | +34,406 | New |
| Castellan Group, LLC | 34,710 | $2.11M | 1.09% | +34,710 | New |
| Creative Planning | 34,905 | $2.13M | 0.00% | +1,227+3.6% | Added |
| Rock Creek Group, LP | 35,000 | $2.13M | 0.36% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 35,062 | $2.13M | 0.20% | −1,784−4.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 35,193 | $2.14M | 0.04% | 00.0% | Unchanged |
| Royce & Associates LP | 35,458 | $2.16M | 0.02% | 00.0% | Unchanged |
| High Pointe Capital Management LLC | 35,920 | $2.19M | 1.73% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 35,985 | $2.19M | 0.07% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 36,426 | $2.22M | 0.01% | +876+2.5% | Added |
| Prime Capital Investment Advisors, LLC | 37,256 | $2.27M | 0.14% | +37,256 | New |
| CIBC Private Wealth Group, LLC | 37,406 | $2.28M | 0.01% | +14,976+66.8% | Added |
| Zacks Investment Management | 38,155 | $2.32M | 0.04% | +1,752+4.8% | Added |
| Pinnacle Associates Ltd | 38,274 | $2.33M | 0.04% | −4,158−9.8% | Reduced |
| Westpac Banking Corp | 38,378 | $2.34M | 0.03% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 38,500 | $2.34M | 0.12% | 00.0% | Unchanged |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 40,000 | $2.44M | 0.08% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 40,225 | $2.45M | 0.10% | +1,347+3.5% | Added |
| Schroder Investment Management Group | 40,395 | $2.46M | 0.00% | +7,531+22.9% | Added |
| Aigen Investment Management, LP | 41,228 | $2.51M | 0.48% | +41,228 | New |
| Eaton Vance Management | 41,498 | $2.51M | 0.00% | +258+0.6% | Added |
| Mercer Global Advisors Inc | 41,979 | $2.56M | 0.02% | +5,302+14.5% | Added |
| BlueCrest Capital Management Ltd | 42,226 | $2.57M | 0.13% | +42,226 | New |
| Maryland State Retirement & Pension System | 42,395 | $2.59M | 0.07% | +798+1.9% | Added |
| Group One Trading, L.P. | 43,614 | $2.65M | 0.06% | +35,602+444.4% | Added |
| Essex Financial Services, Inc. | 44,003 | $2.68M | 0.31% | +25,476+137.5% | Added |
| Rational Advisors LLC | 45,000 | $2.74M | 0.21% | +23,000+104.5% | Added |
| Okabena Investment Services Inc | 45,045 | $2.74M | 1.44% | −5,306−10.5% | Reduced |
| Staley Capital Advisers Inc | 45,100 | $2.75M | 0.15% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 45,542 | $2.77M | 0.03% | −1,505−3.2% | Reduced |
| Equitable Holdings, Inc. | 45,524 | $2.77M | 0.05% | −1,133−2.4% | Reduced |
| Janney Montgomery Scott LLC | 45,677 | $2.78M | 0.01% | +2,193+5.0% | Added |
| CIBC World Markets Inc. | 46,015 | $2.80M | 0.01% | −5,003−9.8% | Reduced |
| HighTower Advisors, LLC | 46,276 | $2.81M | 0.01% | +18,367+65.8% | Added |
| Vontobel Holding Ltd. | 46,444 | $2.83M | 0.02% | +9,511+25.8% | Added |
| CIBC Asset Management Inc | 46,552 | $2.83M | 0.01% | +46,552 | New |
| Bank of Nova Scotia | 47,864 | $2.91M | 0.01% | +3,592+8.1% | Added |
| Roosevelt Investment Group LLC | 48,100 | $2.93M | 0.18% | 00.0% | Unchanged |
| Cloverfields Capital Group, LP | 49,143 | $2.99M | 0.96% | +15,630+46.6% | Added |
| Van Leeuwen & Company, LLC | 49,189 | $3.00M | 1.84% | +49,189 | New |
| Avitas Wealth Management LLC | 49,869 | $3.04M | 0.55% | −835−1.6% | Reduced |
| Pinnacle Financial Partners Inc | 50,000 | $3.04M | 0.11% | +123+0.2% | Added |
| Knott David M | 50,000 | $3.04M | 1.27% | −50,000−50.0% | Reduced |
| Chai Trust Co LLC | 50,000 | $3.04M | 0.26% | 00.0% | Unchanged |
| ProShare Advisors LLC | 50,210 | $3.06M | 0.01% | +426+0.9% | Added |
| Accuvest Global Advisors | 50,307 | $3.06M | 1.45% | +23,269+86.1% | Added |
| Thrivent Financial for Lutherans | 50,473 | $3.07M | 0.01% | +8,828+21.2% | Added |
| American Century Companies Inc | 51,277 | $3.12M | 0.00% | +7,810+18.0% | Added |
| Cowen Prime Advisors LLC | 51,800 | $3.15M | 1.17% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 52,055 | $3.17M | 0.86% | +42,430+440.8% | Added |
| American Trust Investment Advisors, LLC | 52,310 | $3.19M | 1.79% | −12,170−18.9% | Reduced |
| Proficio Capital Partners LLC | 52,840 | $3.22M | 0.42% | +1,810+3.5% | Added |
| Engineers Gate Manager LP | 53,405 | $3.25M | 0.19% | +53,405 | New |
| Ingalls & Snyder LLC | 53,853 | $3.28M | 0.15% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 53,900 | $3.28M | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 54,262 | $3.30M | 0.03% | +21,360+64.9% | Added |
| Verition Fund Management LLC | 54,584 | $3.32M | 0.05% | +54,584 | New |
| Cullen/Frost Bankers, Inc. | 55,414 | $3.37M | 0.07% | +55,414 | New |
| Waterfront Wealth Inc. | 55,591 | $3.38M | 1.64% | −1,000−1.8% | Reduced |
| Sierra Capital LLC | 55,653 | $3.39M | 0.57% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 56,630 | $3.45M | 0.29% | −5,000−8.1% | Reduced |
| Rothschild Investment Corp | 56,742 | $3.45M | 0.29% | −650−1.1% | Reduced |
| III Capital Management | 57,000 | $3.47M | 0.22% | +57,000 | New |
| Clear Street Markets LLC | 57,401 | $3.50M | 0.77% | +22,401+64.0% | Added |
| Nissay Asset Management Corp | 57,708 | $3.51M | 0.03% | +5,579+10.7% | Added |
| NN Investment Partners Holdings N.V. | 59,000 | $3.59M | 0.02% | +58,800+29,400.0% | Added |
| Close Asset Management Ltd | 59,184 | $3.60M | 0.18% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 59,300 | $3.61M | 0.22% | −1,200−2.0% | Reduced |
| Northwest & Ethical Investments L.P. | 59,731 | $3.64M | 0.12% | −3,893−6.1% | Reduced |
| Tredje AP-fonden | 60,000 | $3.65M | 0.08% | +60,000 | New |
| Amalgamated Bank | 61,449 | $3.74M | 0.03% | −4,640−7.0% | Reduced |
| Captrust Financial Advisors | 61,471 | $3.74M | 0.03% | −526−0.8% | Reduced |
| Colony Group LLC | 62,146 | $3.78M | 0.07% | +41,707+204.1% | Added |
| Neuberger Berman Group LLC | 63,808 | $3.82M | 0.00% | −475−0.7% | Reduced |
| Franklin Resources Inc | 62,963 | $3.83M | 0.00% | +127+0.2% | Added |
| Curbstone Financial Management Corp | 63,450 | $3.86M | 0.73% | −2,900−4.4% | Reduced |
| Teton Advisors, Inc. | 65,000 | $3.96M | 0.57% | −1,000−1.5% | Reduced |
| IFM Investors Pty Ltd | 66,591 | $4.05M | 0.08% | +230+0.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 66,842 | $4.07M | 0.01% | −10,426−13.5% | Reduced |
| Squarepoint Ops LLC | 68,163 | $4.15M | 0.03% | +34,350+101.6% | Added |
| Public Employees Retirement Association of Colorado | 69,044 | $4.20M | 0.02% | 00.0% | Unchanged |
| Duality Advisers, LP | 69,382 | $4.22M | 0.32% | +69,382 | New |