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 |
|---|---|---|---|---|---|
| Stephens Inc | 116,751 | $7.11M | 0.11% | +2,555+2.2% | Added |
| SOL Capital Management CO | 116,640 | $7.10M | 1.41% | −3,045−2.5% | Reduced |
| Oregon Public Employees Retirement Fund | 115,474 | $7.03M | 0.08% | +8,824+8.3% | Added |
| Jeereddi Investments, LP | 113,455 | $6.91M | 6.30% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 113,157 | $6.89M | 0.00% | −182,938−61.8% | Reduced |
| City of London Investment Management Co Ltd | 112,345 | $6.84M | 0.41% | 00.0% | Unchanged |
| Menlo Advisors LLC | 112,145 | $6.83M | 3.61% | +26,255+30.6% | Added |
| Northwestern Mutual Wealth Management Co | 111,504 | $6.79M | 0.01% | +6,396+6.1% | Added |
| Mirador Capital Partners LP | 110,047 | $6.70M | 1.52% | +2,895+2.7% | Added |
| Commonwealth Equity Services, LLC | 109,875 | $6.69M | 0.02% | −1,452−1.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 105,562 | $6.43M | 0.03% | +3,327+3.3% | Added |
| Cinctive Capital Management LP | 105,193 | $6.40M | 0.35% | +62,197+144.7% | Added |
| Alps Advisors Inc | 104,334 | $6.35M | 0.06% | +1,934+1.9% | Added |
| Capital Fund Management S.A. | 103,708 | $6.31M | 0.17% | +103,708 | New |
| Gabelli & Co Investment Advisers, Inc. | 102,000 | $6.21M | 0.75% | −2,500−2.4% | Reduced |
| Swiss Life Asset Management Ltd | 101,922 | $6.20M | 0.09% | 00.0% | Unchanged |
| Utah Retirement Systems | 100,600 | $6.13M | 0.08% | −3,900−3.7% | Reduced |
| Victory Capital Management Inc | 100,255 | $6.10M | 0.01% | +12,091+13.7% | Added |
| Point72 Asset Management, L.P. | 100,200 | $6.10M | 0.03% | +100,200 | New |
| Global Frontier Investments LLC | 100,000 | $6.09M | 4.44% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 98,954 | $6.02M | 0.30% | −5,868−5.6% | Reduced |
| Illinois Municipal Retirement Fund | 98,524 | $6.00M | 0.22% | +37,780+62.2% | Added |
| Grand Jean Capital Management Inc | 98,113 | $5.97M | 1.51% | +698+0.7% | Added |
| Gulf International Bank (UK) Ltd | 95,859 | $5.83M | 0.08% | −3,338−3.4% | Reduced |
| Itau Unibanco Holding S.A. | 94,135 | $5.73M | 0.31% | +93,869+35,289.1% | Added |
| Twinbeech Capital LP | 92,988 | $5.66M | 0.40% | +92,988 | New |
| Voya Investment Management LLC | 89,019 | $5.42M | 0.01% | +583+0.7% | Added |
| Texas Yale Capital Corp. | 88,541 | $5.39M | 0.31% | +154+0.2% | Added |
| Gillson Capital LP | 85,603 | $5.21M | 0.38% | +85,603 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 84,859 | $5.17M | 0.01% | +61,404+261.8% | Added |
| Hantz Financial Services, Inc. | 84,470 | $5.14M | 0.17% | +2,517+3.1% | Added |
| DuPont Capital Management Corp | 83,509 | $5.08M | 0.16% | +61,131+273.2% | Added |
| Equitable Trust Co | 83,445 | $5.08M | 0.32% | +83+0.1% | Added |
| Kayne Anderson Capital Advisors LP | 83,188 | $5.06M | 0.15% | 00.0% | Unchanged |
| Financial Counselors Inc | 82,962 | $5.05M | 0.11% | −133−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 82,048 | $5.00M | 0.01% | +8,149+11.0% | Added |
| Wesbanco Bank Inc | 82,070 | $5.00M | 0.19% | +82,070 | New |
| Old Well Partners, LLC | 81,800 | $4.98M | 2.57% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 81,500 | $4.96M | 0.47% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 79,400 | $4.83M | 0.05% | −18,900−19.2% | Reduced |
| Toronto Dominion Bank | 77,230 | $4.70M | 0.01% | −256−0.3% | Reduced |
| Triangle Securities Wealth Management | 76,175 | $4.64M | 1.57% | +3,997+5.5% | Added |
| Candriam Luxembourg S.C.A. | 74,633 | $4.54M | 0.03% | +25,859+53.0% | Added |
| GoodHaven Capital Management, LLC | 73,725 | $4.49M | 2.92% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 71,712 | $4.37M | 1.01% | 00.0% | Unchanged |
| Duality Advisers, LP | 69,382 | $4.22M | 0.32% | +69,382 | New |
| Public Employees Retirement Association of Colorado | 69,044 | $4.20M | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 68,163 | $4.15M | 0.03% | +34,350+101.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 66,842 | $4.07M | 0.01% | −10,426−13.5% | Reduced |
| IFM Investors Pty Ltd | 66,591 | $4.05M | 0.08% | +230+0.3% | Added |
| Teton Advisors, Inc. | 65,000 | $3.96M | 0.57% | −1,000−1.5% | Reduced |
| Curbstone Financial Management Corp | 63,450 | $3.86M | 0.73% | −2,900−4.4% | Reduced |
| Franklin Resources Inc | 62,963 | $3.83M | 0.00% | +127+0.2% | Added |
| Neuberger Berman Group LLC | 63,808 | $3.82M | 0.00% | −475−0.7% | Reduced |
| Colony Group LLC | 62,146 | $3.78M | 0.07% | +41,707+204.1% | Added |
| Captrust Financial Advisors | 61,471 | $3.74M | 0.03% | −526−0.8% | Reduced |
| Amalgamated Bank | 61,449 | $3.74M | 0.03% | −4,640−7.0% | Reduced |
| Tredje AP-fonden | 60,000 | $3.65M | 0.08% | +60,000 | New |
| Northwest & Ethical Investments L.P. | 59,731 | $3.64M | 0.12% | −3,893−6.1% | Reduced |
| Hennessy Advisors Inc | 59,300 | $3.61M | 0.22% | −1,200−2.0% | Reduced |
| Close Asset Management Ltd | 59,184 | $3.60M | 0.18% | 00.0% | Unchanged |
| NN Investment Partners Holdings N.V. | 59,000 | $3.59M | 0.02% | +58,800+29,400.0% | Added |
| Nissay Asset Management Corp | 57,708 | $3.51M | 0.03% | +5,579+10.7% | Added |
| Clear Street Markets LLC | 57,401 | $3.50M | 0.77% | +22,401+64.0% | Added |
| III Capital Management | 57,000 | $3.47M | 0.22% | +57,000 | New |
| Rothschild Investment Corp | 56,742 | $3.45M | 0.29% | −650−1.1% | Reduced |
| Cacti Asset Management LLC | 56,630 | $3.45M | 0.29% | −5,000−8.1% | Reduced |
| Sierra Capital LLC | 55,653 | $3.39M | 0.57% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 55,591 | $3.38M | 1.64% | −1,000−1.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 55,414 | $3.37M | 0.07% | +55,414 | New |
| Verition Fund Management LLC | 54,584 | $3.32M | 0.05% | +54,584 | New |
| Kestra Advisory Services, LLC | 54,262 | $3.30M | 0.03% | +21,360+64.9% | Added |
| ArrowMark Colorado Holdings LLC | 53,900 | $3.28M | 0.03% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 53,853 | $3.28M | 0.15% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 53,405 | $3.25M | 0.19% | +53,405 | New |
| Proficio Capital Partners LLC | 52,840 | $3.22M | 0.42% | +1,810+3.5% | Added |
| American Trust Investment Advisors, LLC | 52,310 | $3.19M | 1.79% | −12,170−18.9% | Reduced |
| Pearl River Capital, LLC | 52,055 | $3.17M | 0.86% | +42,430+440.8% | Added |
| Cowen Prime Advisors LLC | 51,800 | $3.15M | 1.17% | 00.0% | Unchanged |
| American Century Companies Inc | 51,277 | $3.12M | 0.00% | +7,810+18.0% | Added |
| Thrivent Financial for Lutherans | 50,473 | $3.07M | 0.01% | +8,828+21.2% | Added |
| Accuvest Global Advisors | 50,307 | $3.06M | 1.45% | +23,269+86.1% | Added |
| ProShare Advisors LLC | 50,210 | $3.06M | 0.01% | +426+0.9% | 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 |
| Pinnacle Financial Partners Inc | 50,000 | $3.04M | 0.11% | +123+0.2% | Added |
| Avitas Wealth Management LLC | 49,869 | $3.04M | 0.55% | −835−1.6% | Reduced |
| Van Leeuwen & Company, LLC | 49,189 | $3.00M | 1.84% | +49,189 | New |
| Cloverfields Capital Group, LP | 49,143 | $2.99M | 0.96% | +15,630+46.6% | Added |
| Roosevelt Investment Group LLC | 48,100 | $2.93M | 0.18% | 00.0% | Unchanged |
| Bank of Nova Scotia | 47,864 | $2.91M | 0.01% | +3,592+8.1% | Added |
| CIBC Asset Management Inc | 46,552 | $2.83M | 0.01% | +46,552 | New |
| Vontobel Holding Ltd. | 46,444 | $2.83M | 0.02% | +9,511+25.8% | Added |
| HighTower Advisors, LLC | 46,276 | $2.81M | 0.01% | +18,367+65.8% | Added |
| CIBC World Markets Inc. | 46,015 | $2.80M | 0.01% | −5,003−9.8% | Reduced |
| Janney Montgomery Scott LLC | 45,677 | $2.78M | 0.01% | +2,193+5.0% | Added |
| 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 |
| Staley Capital Advisers Inc | 45,100 | $2.75M | 0.15% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 45,045 | $2.74M | 1.44% | −5,306−10.5% | Reduced |