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 |
|---|---|---|---|---|---|
| IHT Wealth Management, LLC | 15,323 | $933.0K | 0.08% | +450+3.0% | Added |
| Blair William & Co | 15,099 | $919.0K | 0.00% | +9+0.1% | Added |
| Belpointe Asset Management LLC | 15,003 | $913.0K | 0.06% | +4,013+36.5% | Added |
| Paradigm Asset Management Co LLC | 14,700 | $894.9K | 0.25% | −1,000−6.4% | Reduced |
| Fort Pitt Capital Group, LLC | 14,580 | $888.0K | 0.04% | 00.0% | Unchanged |
| JustInvest LLC | 14,575 | $887.0K | 0.08% | −1,197−7.6% | Reduced |
| Walleye Capital LLC | 14,397 | $876.0K | 0.03% | +14,397 | New |
| CFM Wealth Partners LLC | 14,332 | $872.0K | 0.22% | +2,731+23.5% | Added |
| HAP Trading, LLC | 14,242 | $867.0K | 0.06% | −225−1.6% | Reduced |
| Cetera Investment Advisers | 14,223 | $866.0K | 0.01% | −10,587−42.7% | Reduced |
| 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 |
| Great Valley Advisor Group, Inc. | 14,019 | $853.0K | 0.06% | +3,192+29.5% | Added |
| 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 |
| Central Trust Co | 13,767 | $838.0K | 0.03% | −1,627−10.6% | Reduced |
| Guardian Investment Management | 13,750 | $837.0K | 0.62% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 13,650 | $831.0K | 0.23% | −7,110−34.2% | Reduced |
| 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 |
| ETF Managers Group, LLC | 13,366 | $813.0K | 0.02% | +1,119+9.1% | Added |
| Panagora Asset Management Inc | 13,309 | $810.0K | 0.00% | −1,410−9.6% | Reduced |
| Stratos Wealth Partners, LTD. | 13,017 | $792.0K | 0.02% | +416+3.3% | Added |
| Curated Wealth Partners LLC | 12,982 | $790.0K | 0.44% | −1,153−8.2% | Reduced |
| Stelac Advisory Services LLC | 12,925 | $787.0K | 0.21% | −21,774−62.8% | Reduced |
| Qube Research & Technologies Ltd | 12,916 | $786.0K | 0.01% | −84,342−86.7% | Reduced |
| Tower Research Capital LLC (TRC) | 12,509 | $762.0K | 0.02% | +3,626+40.8% | Added |
| Twin Tree Management, LP | 12,496 | $761.0K | 0.02% | +12,221+4,444.0% | Added |
| CWA Asset Management Group, LLC | 12,440 | $757.0K | 0.06% | +26+0.2% | Added |
| Seelaus Asset Management LLC | 12,420 | $756.0K | 0.44% | +12,420 | New |
| Mission Wealth Management, LP | 12,216 | $744.0K | 0.04% | −1,584−11.5% | Reduced |
| Nomura Holdings Inc | 11,970 | $737.0K | 0.01% | −8,114−40.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 12,086 | $735.6K | 0.01% | +998+9.0% | Added |
| Fountainhead AM, LLC | 11,971 | $729.0K | 0.35% | +227+1.9% | Added |
| Bradley Foster & Sargent Inc | 11,860 | $722.0K | 0.02% | +255+2.2% | Added |
| Fiduciary Group LLC | 9,375 | $718.0K | 0.08% | +175+1.9% | Added |
| Silvant Capital Management LLC | 11,766 | $716.0K | 0.13% | −2,780−19.1% | Reduced |
| Raymond James Trust N.A. | 11,708 | $712.0K | 0.02% | +407+3.6% | 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 |
| Baker Tilly Wealth Management, LLC | 11,374 | $692.0K | 0.09% | +1,932+20.5% | Added |
| American National Registered Investment Advisor, Inc. | 11,275 | $686.0K | 0.25% | 00.0% | Unchanged |
| 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 Portfolios Advisors | 11,126 | $677.4K | 0.03% | +13+0.1% | Added |
| JTC Employer Solutions Trusteee Ltd | 11,119 | $677.0K | 0.09% | 00.0% | Unchanged |
| Ameritas Investment Company, LLC | 11,102 | $676.0K | 0.03% | −2,271−17.0% | Reduced |
| ProVise Management Group, LLC | 11,105 | $676.0K | 0.07% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 11,067 | $673.8K | 0.01% | −317−2.8% | Reduced |
| Guinness Asset Management LTD | 11,050 | $673.0K | 0.03% | +4,000+56.7% | Added |
| Intact Investment Management Inc. | 11,000 | $670.0K | 0.02% | 00.0% | Unchanged |
| Weiss Multi-Strategy Advisers LLC | 10,916 | $665.0K | 0.01% | +10,916 | New |
| Ensign Peak Advisors, Inc | 10,785 | $657.0K | 0.00% | −7,690−41.6% | Reduced |
| Wetherby Asset Management Inc | 10,700 | $652.0K | 0.04% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 10,504 | $639.0K | 0.19% | +22+0.2% | Added |
| Kestra Private Wealth Services, LLC | 10,469 | $637.0K | 0.04% | +283+2.8% | Added |
| Diligent Investors, LLC | 10,719 | $635.0K | 0.22% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 10,434 | $635.0K | 0.11% | −93−0.9% | Reduced |
| Beaumont Financial Partners, LLC | 10,420 | $634.0K | 0.05% | 00.0% | Unchanged |
| Diversified Trust Co | 10,309 | $628.0K | 0.02% | 00.0% | Unchanged |
| Aries Wealth Management | 10,210 | $622.0K | 0.26% | −550−5.1% | Reduced |
| Lake Street Advisors Group, LLC | 10,200 | $621.0K | 0.07% | +10,200 | New |
| World Asset Management Inc | 10,152 | $618.0K | 0.06% | +12+0.1% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 10,126 | $616.0K | 0.23% | −49−0.5% | Reduced |
| Clear Harbor Asset Management, LLC | 10,125 | $616.0K | 0.07% | 00.0% | Unchanged |
| Dakota Wealth Management | 10,037 | $611.0K | 0.07% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 10,023 | $610.0K | 0.02% | +2,106+26.6% | Added |
| Moors & Cabot, Inc. | 10,010 | $606.0K | 0.04% | −2,285−18.6% | Reduced |
| Pensionfund DSM Netherlands | 9,900 | $603.0K | 0.08% | +9,900 | New |
| Krilogy Financial LLC | 9,843 | $599.0K | 0.06% | +1,794+22.3% | Added |
| D.A. Davidson & Co. | 9,815 | $598.0K | 0.01% | +801+8.9% | Added |
| Yorktown Management & Research Co Inc | 9,700 | $591.0K | 0.44% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 9,656 | $588.0K | 0.06% | +925+10.6% | Added |
| Capital One Financial Corp | 9,590 | $584.0K | 0.07% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 9,523 | $579.0K | 0.09% | +670+7.6% | Added |
| Segment Wealth Management, LLC | 9,450 | $575.0K | 0.07% | 00.0% | Unchanged |
| MAI Capital Management | 9,409 | $573.0K | 0.01% | +22+0.2% | Added |
| Smith Shellnut Wilson LLC | 9,328 | $568.0K | 0.33% | 00.0% | Unchanged |
| Ossiam | 9,292 | $566.0K | 0.02% | −1,282−12.1% | Reduced |
| Credential Qtrade Securities Inc. | 9,040 | $550.4K | 0.04% | +1,820+25.2% | Added |
| E&G Advisors, LP | 9,000 | $548.0K | 0.15% | +9,000 | Added |
| Institute for Wealth Management, LLC. | 8,978 | $547.0K | 0.10% | +1,010+12.7% | Added |
| Corsair Capital Management, L.P. | 8,901 | $542.0K | 0.10% | −266−2.9% | Reduced |
| DRW Securities, LLC | 8,865 | $540.0K | 0.16% | +8,865 | New |
| Principle Wealth Partners LLC | 8,850 | $539.0K | 0.06% | 00.0% | Unchanged |
| Wedbush Securities Inc | 8,824 | $537.0K | 0.03% | −774−8.1% | Reduced |
| Mirabella Financial Services LLP | 8,719 | $531.0K | 0.07% | +8,719 | New |
| Stonnington Group, LLC | 7,700 | $504.0K | 0.11% | −10,300−57.2% | Reduced |
| Marks Group Wealth Management, Inc | 8,241 | $502.0K | 0.07% | −342−4.0% | Reduced |
| Phocas Financial Corp. | 8,145 | $496.0K | 0.06% | +1,500+22.6% | Added |
| Bayesian Capital Management, LP | 8,100 | $493.0K | 0.14% | +8,100 | New |
| Regency Capital Management Inc. | 8,000 | $487.0K | 0.34% | +500+6.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 8,000 | $487.0K | 0.02% | +8,000 | New |
| Commerce Bank | 7,806 | $475.0K | 0.00% | −220−2.7% | Reduced |
| Seeyond | 7,755 | $472.0K | 0.05% | −79−1.0% | Reduced |
| Mutual Advisors, LLC | 7,753 | $472.0K | 0.03% | 00.0% | Unchanged |
| Vestcor Inc | 7,717 | $470.0K | 0.02% | −989−11.4% | Reduced |
| Bluefin Capital Management, LLC | 7,500 | $457.0K | 0.05% | +7,500 | New |
| Gotham Asset Management, LLC | 7,393 | $450.0K | 0.02% | −2,202−22.9% | Reduced |
| Moloney Securities Asset Management, LLC | 7,334 | $447.0K | 0.08% | +348+5.0% | Added |