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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
D. E. Shaw & Co., Inc.1,640,968$99.9M0.13%+13,081+0.8%Added
Russell Investments Group, Ltd.1,802,008$109.7M0.19%−264,983−12.8%Reduced
UBS Asset Management Americas Inc1,816,590$110.6M0.05%+135,394+8.1%Added
Bank of New York Mellon Corp1,818,276$110.7M0.02%+10,830+0.6%Added
Charles Schwab Investment Management Inc1,818,880$110.7M0.04%+275,525+17.9%Added
Zurich Insurance Group Ltd1,932,200$117.6M1.41%+190,744+11.0%Added
Epoch Investment Partners, Inc.1,975,020$120.2M0.67%+1,163,176+143.3%Added
Blacksheep Fund Management Ltd2,197,149$133.8M15.83%+113,920+5.5%Added
Frontier Capital Management Co LLC2,307,781$140.5M1.10%−28,136−1.2%Reduced
Nuveen Asset Management, LLC2,345,720$142.8M0.04%+137,919+6.2%Added
Putnam Investments LLC2,380,963$145.0M0.22%+405,035+20.5%Added
Macquarie Group Ltd2,584,605$157.4M0.13%+98,531+4.0%Added
Brown Advisory Inc2,643,225$160.9M0.24%−14,335−0.5%Reduced
Holocene Advisors, LP2,916,795$177.6M1.02%+1,156,086+65.7%Added
Federated Hermes, Inc.2,986,398$181.8M0.35%+8,800+0.3%Added
Millennium Management LLC2,988,920$182.0M0.24%+1,705,794+132.9%Added
Jackson Square Partners, LLC3,010,827$183.3M1.16%−844,335−21.9%Reduced
Ci Investments Inc.3,385,277$206.1M0.77%−96,950−2.8%Reduced
Ariel Investments, LLC3,474,325$211.5M1.93%−20,503−0.6%Reduced
Manufacturers Life Insurance Company, The3,536,282$215.3M0.18%+130,831+3.8%Added
Morgan Stanley3,752,060$228.4M0.03%+289,915+8.4%Added
Deutsche Bank AG4,212,208$256.4M0.12%−339,897−7.5%Reduced
Harris Associates L PSuperinvestorHarris Associates (Oakmark)4,306,213$262.2M0.42%+12,780+0.3%Added
Northern Trust Corp4,317,899$262.9M0.05%+250,317+6.2%Added
Kohlberg Kravis Roberts & Co. L.P.4,667,166$284.1M1.43%00.0%Unchanged
Norges Bank5,085,541$309.6M0.07%−45,938−0.9%Reduced
Bank of America Corp5,547,524$337.7M0.04%+176,492+3.3%Added
Massachusetts Financial Services Co5,948,720$362.2M0.11%+5,948,720New
Legal & General Group Plc6,299,098$383.5M0.12%−193,479−3.0%Reduced
First Manhattan Co6,694,827$407.6M1.50%+301,801+4.7%Added
Geode Capital Management, LLC6,903,372$419.7M0.06%−768,465−10.0%Reduced
FMR LLC6,902,169$420.2M0.03%+385,508+5.9%Added
Egerton Capital (UK) LLP7,218,087$439.4M2.09%−105,790−1.4%Reduced
Capital World Investors9,880,503$601.5M0.10%+310,610+3.2%Added
Invesco Ltd.10,257,999$624.5M0.16%+7,770+0.1%Added
Diamond Hill Capital Management Inc10,892,315$663.1M2.52%−1,484,502−12.0%Reduced
State Street Corp11,144,276$678.5M0.04%−89,863−0.8%Reduced
Akre Capital Management LLCSuperinvestorAkre Capital Management14,730,028$896.8M5.52%−2,7160.0%Reduced
Vulcan Value Partners, LLC18,603,128$1.13B6.09%−3,020,622−14.0%Reduced
Price T Rowe Associates Inc18,726,638$1.14B0.11%−258,222−1.4%Reduced
Principal Financial Group Inc22,191,478$1.35B0.88%−1,102,071−4.7%Reduced
ValueAct Holdings, L.P.SuperinvestorValueAct Capital24,055,349$1.46B16.96%−3,165,777−11.6%Reduced
Capital International Investors27,219,113$1.66B0.38%+1,618,401+6.3%Added
Vanguard Group Inc32,856,021$2.00B0.05%−8,425,529−20.4%Reduced
BlackRock Inc.33,718,620$2.05B0.06%−99,484−0.3%Reduced
Kize Capital LP0$00.00%−808,584−100.0%Sold out
Maverick Capital LtdSuperinvestorMaverick Capital0$00.00%−431,616−100.0%Sold out
Weiss Asset Management LP0$00.00%−110,276−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−89,891−100.0%Sold out
Scott & Selber, Inc.0$00.00%−54,923−100.0%Sold out
Sciencast Management LP0$00.00%−47,374−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−45,526−100.0%Sold out
Concorde Asset Management, LLC0$00.00%−42,252−100.0%Sold out
AdvisorShares Investments LLC0$00.00%−36,234−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−32,194−100.0%Sold out
Redwood Investment Management, LLC0$00.00%−29,564−100.0%Sold out
Centiva Capital, LP0$00.00%−21,035−100.0%Sold out
Cutler Group LP0$00.00%−18,500−100.0%Sold out
Comerica Bank0$00.00%−16,515−100.0%Sold out
Phoenix Holdings Ltd.0$00.00%−16,713−100.0%Sold out
XTX Topco Ltd0$00.00%−16,395−100.0%Sold out
Quantbot Technologies LP0$00.00%−16,384−100.0%Sold out
Quantitative Systematic Strategies LLC0$00.00%−13,424−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−12,746−100.0%Sold out
BP PLC0$00.00%−10,680−100.0%Sold out
Jump Financial, LLC0$00.00%−10,325−100.0%Sold out
Inscription Capital, LLC0$00.00%−8,850−100.0%Sold out
qPULA Trading Management LP0$00.00%−5,203−100.0%Sold out
Farr Miller & Washington LLC0$00.00%−5,000−100.0%Sold out
Arbiter Partners Capital Management LLC0$00.00%−5,000−100.0%Sold out
PRW Wealth Management LLC0$00.00%−4,769−100.0%Sold out
Edmond de Rothschild Holding S.A.0$00.00%−4,389−100.0%Sold out
Evercore Wealth Management, LLC0$00.00%−4,181−100.0%Sold out
Spotlight Asset Group, Inc.0$00.00%−4,157−100.0%Sold out
Voya Financial Advisors, Inc.0$00.00%−4,000−100.0%Sold out
Advisor Resource Council0$00.00%−4,000−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−3,899−100.0%Sold out
Paces Ferry Wealth Advisors, LLC0$00.00%−3,878−100.0%Sold out
Peapack Gladstone Financial Corp0$00.00%−3,592−100.0%Sold out
Vestmark Advisory Solutions, Inc.0$00.00%−3,548−100.0%Sold out
Mount Yale Investment Advisors, LLC0$00.00%−3,470−100.0%Sold out
Global Trust Asset Management, LLC0$00.00%−3,400−100.0%Sold out
Glenmede Trust Co NA0$00.00%−3,050−100.0%Sold out
FORA Capital, LLC0$00.00%−2,823−100.0%Sold out
Modus Advisors, LLC0$00.00%−1,150−100.0%Sold out
Trust Co of Vermont0$00.00%−1,000−100.0%Sold out
tru Independence LLC0$00.00%−748−100.0%Sold out
Cumberland Partners Ltd0$00.00%−500−100.0%Sold out
CVA Family Office, LLC0$00.00%−505−100.0%Sold out
Red Door Wealth Management, LLC0$00.00%−392−100.0%Sold out
Evermay Wealth Management LLC0$00.00%−230−100.0%Sold out
Permanens Capital L.P.0$00.00%−100−100.0%Sold out
Kelly Financial Services LLC0$00.00%−74,050−100.0%Sold out
Pictet Asset Management Ltd––––Not filed
Cowen Prime Services LLC––––Not filed
Pinnacle Wealth Advisors––––Not filed
Cipher Capital LP––––Not filed
PNC Managed Account Solutions, Inc.––––Not filed
Western Wealth Management, LLC––––Not filed
Firethorn Wealth Partners, LLC––––Not filed