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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
Snowden Capital Advisors LLC7,281$443.3K0.02%−289−3.8%Reduced
Advisory Services Network, LLC7,194$438.0K0.01%+10+0.1%Added
Transcend Wealth Collective, LLC5,714$437.0K0.04%+5,714New
Visionary Wealth Advisors7,124$434.0K0.04%+390+5.8%Added
Obermeyer Wood Investment Counsel, LLLP7,085$431.0K0.02%00.0%Unchanged
Winton Group Ltd7,041$429.0K0.02%−3,419−32.7%Reduced
Focus Financial Network, Inc.7,028$427.9K0.06%−250−3.4%Reduced
Regent Investment Management LLC7,000$426.0K0.10%00.0%Unchanged
Cordasco Financial Network6,847$417.0K0.28%+12+0.2%Added
Camden Capital, LLC6,827$416.0K0.08%+1,151+20.3%Added
Asahi Life Asset Management Co., Ltd.6,840$416.0K0.06%+6,840New
Samalin Investment Counsel, LLC6,759$411.0K0.27%+13+0.2%Added
Kingsview Wealth Management, LLC6,738$410.0K0.02%+223+3.4%Added
State of Wyoming6,605$402.0K0.26%−3,169−32.4%Reduced
WealthPLAN Partners, LLC5,175$402.0K0.03%+38+0.7%Added
Brighton Jones LLC6,552$399.0K0.02%+642+10.9%Added
CenterStar Asset Management, LLC–$399.0K0.31%–New
Livforsakringsbolaget Skandia, Omsesidigt6,500$396.0K0.02%−1,200−15.6%Reduced
Bokf, NA6,384$389.0K0.01%+6,384New
GWM Advisors LLC6,325$385.0K0.01%−5,630−47.1%Reduced
Brown Advisory Securities, LLC6,224$380.0K0.11%+6,224New
Proequities, Inc.6,224$379.0K0.02%+4+0.1%Added
American International Group, Inc.6,199$377.0K0.00%−679−9.9%Reduced
Denali Advisors LLC6,200$377.0K0.16%+2,100+51.2%Added
Duncker Streett & Co Inc6,175$376.0K0.07%00.0%Unchanged
First Pacific Advisors, LP6,174$376.0K0.00%00.0%Unchanged
Overbrook Management Corp6,062$369.0K0.08%00.0%Unchanged
Campbell & CO Investment Adviser LLC6,050$368.0K0.12%+6,050New
First Hawaiian Bank6,000$365.0K0.01%−2,100−25.9%Reduced
Family Management Corp6,003$365.0K0.10%00.0%Unchanged
Lazard Asset Management LLC6,000$365.0K0.00%00.0%Unchanged
Northeast Investment Management6,000$365.0K0.02%+2,300+62.2%Added
Xponance, Inc.5,958$363.0K0.01%−2,208−27.0%Reduced
Fortress Wealth Group, LLC5,965$363.0K0.31%+161+2.8%Added
RDA Financial Network5,942$362.0K0.16%−16−0.3%Reduced
Gateway Advisory, LLC5,924$361.0K0.08%00.0%Unchanged
Financial Advocates Investment Management5,924$360.0K0.03%+365+6.6%Added
Steel Peak Wealth Management LLC5,873$358.0K0.02%−80−1.3%Reduced
Highland Capital Management Fund Advisors, L.P.5,866$357.0K0.06%00.0%Unchanged
Arlington Financial Advisors, LLC5,865$357.0K0.14%00.0%Unchanged
Hodges Capital Management Inc.5,839$355.0K0.03%+8+0.1%Added
Laurel Wealth Advisors, Inc.5,760$351.0K0.06%00.0%Unchanged
Brewin Dolphin Wealth Management Ltd5,700$347.0K0.04%00.0%Unchanged
Integrated Investment Consultants, LLC5,678$346.0K0.10%+5,678New
AE Wealth Management LLC5,655$344.0K0.00%+822+17.0%Added
Guggenheim Capital LLC5,601$341.0K0.00%−1,408−20.1%Reduced
Good Life Advisors, LLC5,567$339.0K0.05%+5,567New
Edgemoor Investment Advisors, Inc.5,500$335.0K0.04%00.0%Unchanged
Kalos Management, Inc.4,250$335.0K0.09%+4,250New
Capital Planning Advisors, LLC5,470$333.0K0.07%00.0%Unchanged
Meiji Yasuda Asset Management Co Ltd.5,460$332.0K0.02%+260+5.0%Added
Quantamental Technologies LLC5,438$331.0K0.22%+1,003+22.6%Added
Game Plan Financial Advisors, LLC5,425$330.0K0.20%00.0%Unchanged
Tokio Marine Asset Management Co Ltd5,363$326.0K0.03%+517+10.7%Added
Glenview Trust Co5,314$323.0K0.01%−100−1.8%Reduced
First National Bank Sioux Falls5,306$323.0K0.54%00.0%Unchanged
Wellington Shields & Co., LLC5,300$323.0K0.11%00.0%Unchanged
Clearwater Capital Advisors, LLC5,280$321.0K0.04%−1,510−22.2%Reduced
Williams Jones Wealth Management, LLC.5,244$319.0K0.00%+9+0.2%Added
First Midwest Bank Trust Division5,179$315.0K0.04%+5,179New
Stratos Wealth Advisors, LLC5,174$315.0K0.03%+5,174New
Veriti Management LLC5,179$315.0K0.04%+5,179New
Horizon Kinetics Asset Management LLC5,058$308.0K0.01%00.0%Unchanged
Parallax Volatility Advisers, L.P.5,054$308.0K0.00%+5,054New
Global Retirement Partners, LLC5,038$307.0K0.03%+2,537+101.4%Added
Ashfield Capital Partners, LLC5,018$305.0K0.02%00.0%Unchanged
Carnegie Capital Asset Management, LLC5,000$304.0K0.01%00.0%Unchanged
Emfo, LLC5,000$304.0K0.27%00.0%Unchanged
Symmetry Partners, LLC4,908$304.0K0.02%00.0%Unchanged
Eagle Bay Advisors LLC5,000$304.0K0.18%+2,450+96.1%Added
Turim 21 Investimentos Ltda.5,000$304.0K0.14%+2,500+100.0%Added
Sunbelt Securities, Inc.5,199$303.0K0.05%00.0%Unchanged
Dai-Ichi Life Insurance Company, Ltd4,975$303.0K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.4,983$303.0K0.04%+981+24.5%Added
Change Path, LLC4,948$301.0K0.02%−157−3.1%Reduced
HighPoint Advisor Group LLC4,924$300.0K0.03%−63−1.3%Reduced
Paloma Partners Management Co4,824$294.0K0.01%+4,824New
Boothbay Fund Management, LLC4,819$293.0K0.01%−1,797−27.2%Reduced
Asset Management Corp4,818$293.0K0.18%+6+0.1%Added
KCM Investment Advisors LLC4,800$292.0K0.01%00.0%Unchanged
Patten Group, Inc.4,779$291.0K0.09%+10+0.2%Added
TrinityPoint Wealth, LLC4,785$291.0K0.06%00.0%Unchanged
9258 Wealth Management, LLC4,760$290.0K0.08%−35−0.7%Reduced
Aviance Capital Partners, LLC4,711$287.0K0.05%+87+1.9%Added
First City Capital Management, Inc.4,699$286.0K0.16%00.0%Unchanged
US Bancorp4,639$283.0K0.00%−1,870−28.7%Reduced
Veritable, L.P.4,627$282.0K0.00%+264+6.1%Added
We Are One Seven, LLC3,517$280.0K0.04%+22+0.6%Added
Scotia Capital Inc.4,556$277.0K0.00%−463−9.2%Reduced
Coldstream Capital Management Inc8,000$275.0K0.01%00.0%Unchanged
Huntington National Bank4,508$275.0K0.00%−39−0.9%Reduced
Leonteq Securities AG4,465$271.8K0.01%+194+4.5%Added
Global Wealth Management Investment Advisory, Inc.4,430$270.0K0.09%+791+21.7%Added
Evergreen Capital Management LLC4,385$267.0K0.01%−419−8.7%Reduced
Level Four Advisory Services, LLC4,371$266.0K0.03%−6,119−58.3%Reduced
Boston Private Wealth LLC4,260$259.0K0.00%+817+23.7%Added
Kovack Advisors, Inc.4,209$256.0K0.03%+7+0.2%Added
Profund Advisors LLC4,187$255.0K0.01%−301−6.7%Reduced
Walleye Trading LLC4,129$251.0K0.01%−12,963−75.8%Reduced
Cigna Investments Inc4,104$250.0K0.02%00.0%Unchanged