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 |
|---|---|---|---|---|---|
| Rational Advisors LLC | 45,000 | $2.74M | 0.21% | +23,000+104.5% | Added |
| Essex Financial Services, Inc. | 44,003 | $2.68M | 0.31% | +25,476+137.5% | Added |
| Group One Trading, L.P. | 43,614 | $2.65M | 0.06% | +35,602+444.4% | Added |
| Maryland State Retirement & Pension System | 42,395 | $2.59M | 0.07% | +798+1.9% | Added |
| BlueCrest Capital Management Ltd | 42,226 | $2.57M | 0.13% | +42,226 | New |
| Mercer Global Advisors Inc | 41,979 | $2.56M | 0.02% | +5,302+14.5% | Added |
| Eaton Vance Management | 41,498 | $2.51M | 0.00% | +258+0.6% | Added |
| Aigen Investment Management, LP | 41,228 | $2.51M | 0.48% | +41,228 | New |
| Schroder Investment Management Group | 40,395 | $2.46M | 0.00% | +7,531+22.9% | Added |
| TD Private Client Wealth LLC | 40,225 | $2.45M | 0.10% | +1,347+3.5% | Added |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 40,000 | $2.44M | 0.08% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 38,500 | $2.34M | 0.12% | 00.0% | Unchanged |
| Westpac Banking Corp | 38,378 | $2.34M | 0.03% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 38,274 | $2.33M | 0.04% | −4,158−9.8% | Reduced |
| Zacks Investment Management | 38,155 | $2.32M | 0.04% | +1,752+4.8% | Added |
| CIBC Private Wealth Group, LLC | 37,406 | $2.28M | 0.01% | +14,976+66.8% | Added |
| Prime Capital Investment Advisors, LLC | 37,256 | $2.27M | 0.14% | +37,256 | New |
| Private Advisor Group, LLC | 36,426 | $2.22M | 0.01% | +876+2.5% | Added |
| Elo Mutual Pension Insurance Co | 35,985 | $2.19M | 0.07% | 00.0% | Unchanged |
| High Pointe Capital Management LLC | 35,920 | $2.19M | 1.73% | 00.0% | Unchanged |
| Royce & Associates LP | 35,458 | $2.16M | 0.02% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 35,193 | $2.14M | 0.04% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 35,062 | $2.13M | 0.20% | −1,784−4.8% | Reduced |
| Rock Creek Group, LP | 35,000 | $2.13M | 0.36% | 00.0% | Unchanged |
| Creative Planning | 34,905 | $2.13M | 0.00% | +1,227+3.6% | Added |
| Castellan Group, LLC | 34,710 | $2.11M | 1.09% | +34,710 | New |
| Spectrum Management Group, LLC | 34,406 | $2.10M | 0.33% | +34,406 | New |
| Wolverine Trading, LLC | 34,344 | $2.09M | 0.04% | −10,709−23.8% | Reduced |
| IFP Advisors, Inc | 34,087 | $2.07M | 0.04% | −90.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 33,531 | $2.04M | 0.05% | −933−2.7% | Reduced |
| Barr E S & Co | 33,480 | $2.04M | 0.15% | −345−1.0% | Reduced |
| Cresset Asset Management, LLC | 33,035 | $2.01M | 0.03% | −2,600−7.3% | Reduced |
| 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 |
| Threadgill Financial, LLC | 31,474 | $1.95M | 1.62% | +31,474 | New |
| Ayalon Holdings Ltd. | 31,204 | $1.93M | 0.69% | −5,250−14.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 31,482 | $1.92M | 0.01% | +18,949+151.2% | Added |
| Oppenheimer Asset Management Inc. | 30,336 | $1.85M | 0.03% | +5,694+23.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 30,185 | $1.84M | 0.00% | −2,631−8.0% | Reduced |
| Cetera Advisor Networks LLC | 28,947 | $1.76M | 0.02% | +1,499+5.5% | Added |
| Moody National Bank Trust Division | 28,695 | $1.75M | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 28,553 | $1.74M | 0.03% | +102+0.4% | Added |
| Bank Hapoalim BM | 27,952 | $1.70M | 0.18% | +423+1.5% | Added |
| Integrated Advisors Network LLC | 27,707 | $1.69M | 0.11% | +4,821+21.1% | Added |
| Nordea Investment Management AB | 27,277 | $1.68M | 0.00% | 00.0% | Unchanged |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 27,442 | $1.67M | 1.31% | +27,442 | New |
| Mariner, LLC | 27,048 | $1.65M | 0.01% | +14,349+113.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 29,090 | $1.63M | 0.10% | +29,090 | New |
| Capital International Inc | 26,604 | $1.62M | 0.02% | +26,604 | New |
| Greenline Partners, LLC | 26,129 | $1.59M | 0.33% | −121−0.5% | Reduced |
| Cubist Systematic Strategies, LLC | 25,954 | $1.58M | 0.02% | −79,961−75.5% | Reduced |
| Chicago Partners Investment Group LLC | 20,204 | $1.58M | 0.11% | −2,612−11.4% | Reduced |
| Keybank National Association | 25,906 | $1.58M | 0.01% | −161−0.6% | Reduced |
| Daiwa Securities Group Inc. | 25,289 | $1.54M | 0.01% | +500+2.0% | Added |
| 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 |
| Tarbox Family Office, Inc. | 25,000 | $1.52M | 0.28% | 00.0% | Unchanged |
| Bray Capital Advisors | 24,706 | $1.50M | 0.39% | +56+0.2% | Added |
| PEAK6 Investments LLC | 24,662 | $1.50M | 0.03% | +24,662 | New |
| Mackenzie Financial Corp | 24,605 | $1.50M | 0.00% | +9,039+58.1% | Added |
| Allianz Asset Management GmbH | 24,213 | $1.47M | 0.00% | +10,865+81.4% | Added |
| Independent Advisor Alliance | 24,045 | $1.46M | 0.08% | −2,860−10.6% | Reduced |
| Jane Street Group, LLC | 23,157 | $1.41M | 0.00% | −18,588−44.5% | Reduced |
| Ativo Capital Management LLC | 23,087 | $1.41M | 0.66% | +16+0.1% | Added |
| Axiom Investment Management LLC | 22,807 | $1.39M | 1.40% | +47+0.2% | Added |
| Walter & Keenan Financial Consulting Co | 22,106 | $1.35M | 0.46% | −394−1.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 22,061 | $1.34M | 0.16% | +3,068+16.2% | Added |
| CWM Advisors, LLC | 21,976 | $1.34M | 0.17% | +21,976 | New |
| Horizon Investments, LLC | 21,938 | $1.34M | 0.04% | +11,395+108.1% | Added |
| Banque Cantonale Vaudoise | 21,900 | $1.33M | 0.06% | +13,800+170.4% | Added |
| Lee Danner & Bass Inc | 21,600 | $1.31M | 0.12% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 21,555 | $1.31M | 0.17% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 20,776 | $1.26M | 0.43% | −10,493−33.6% | Reduced |
| U S Global Investors Inc | 20,500 | $1.25M | 0.04% | +2,500+13.9% | Added |
| Compagnie Lombard Odier SCmA | 20,415 | $1.24M | 0.03% | +16,800+464.7% | Added |
| Compton Capital Management Inc | 20,350 | $1.24M | 0.36% | 00.0% | Unchanged |
| 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 |
| Virtu Financial LLC | 19,118 | $1.16M | 0.10% | +5,526+40.7% | Added |
| Regions Financial Corp | 19,095 | $1.16M | 0.01% | +123+0.6% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 18,950 | $1.15M | 0.03% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 18,800 | $1.15M | 0.21% | 00.0% | Unchanged |
| Seven Post Investment Office LP | 18,700 | $1.14M | 0.35% | 00.0% | Unchanged |
| M&T Bank Corp | 18,482 | $1.13M | 0.01% | −4,095−18.1% | Reduced |
| Ar Asset Management Inc | 18,000 | $1.10M | 0.31% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 17,850 | $1.09M | 0.01% | 00.0% | Unchanged |
| Next Capital Management LLC | 17,483 | $1.06M | 0.77% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 17,375 | $1.06M | 0.09% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 17,167 | $1.04M | 0.17% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 16,846 | $1.03M | 0.59% | +352+2.1% | Added |
| Capula Management Ltd | 16,779 | $1.02M | 0.08% | +16,779 | New |
| Roundview Capital LLC | 16,470 | $1.00M | 0.11% | +578+3.6% | Added |
| J.W. Cole Advisors, Inc. | 16,396 | $998.0K | 0.07% | +6,374+63.6% | Added |
| National Asset Management, Inc. | 16,326 | $994.0K | 0.03% | +62+0.4% | Added |
| Linscomb & Williams, Inc. | 16,179 | $985.0K | 0.05% | 00.0% | Unchanged |
| Davenport & Co LLC | 15,816 | $963.0K | 0.01% | +792+5.3% | Added |
| American National Insurance Co | 15,700 | $956.0K | 0.04% | 00.0% | Unchanged |
| IBM Retirement Fund | 15,519 | $945.0K | 0.07% | 00.0% | Unchanged |
| MML Investors Services, LLC | 15,390 | $937.0K | 0.01% | +2,200+16.7% | Added |
| Baird Financial Group, Inc. | 15,338 | $934.0K | 0.00% | +518+3.5% | Added |