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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Group, LLC | 4,090 | $249.0K | 0.04% | 00.0% | Unchanged |
| Engine Capital Management, LP | 4,072 | $248.0K | 0.07% | −5,627−58.0% | Reduced |
| MONECO Advisors, LLC | 4,055 | $247.0K | 0.10% | 00.0% | Unchanged |
| Financial Architects, Inc | 4,039 | $246.0K | 0.04% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 3,560 | $244.0K | 0.03% | +20+0.6% | Added |
| Laidlaw Wealth Management LLC | 3,984 | $243.0K | 0.06% | +84+2.2% | Added |
| Venture Visionary Partners LLC | 3,976 | $242.0K | 0.02% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 3,900 | $237.0K | 0.04% | 00.0% | Unchanged |
| Sigma Planning Corp | 3,879 | $236.0K | 0.01% | −1,197−23.6% | Reduced |
| Appleton Partners Inc | 3,825 | $233.0K | 0.02% | 00.0% | Unchanged |
| Ade, LLC | 3,805 | $232.0K | 0.21% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,769 | $230.0K | 0.00% | +3,769 | New |
| Kaizen Financial Strategies | 3,662 | $223.0K | 0.18% | +3,662 | New |
| Newbridge Financial Services Group, Inc. | 3,647 | $222.0K | 0.14% | +502+16.0% | Added |
| 55I, LLC | 3,631 | $221.0K | 0.01% | +10.0% | Added |
| EP Wealth Advisors, LLC | 3,563 | $217.0K | 0.01% | −2,200−38.2% | Reduced |
| Telemus Capital, LLC | 3,500 | $213.0K | 0.02% | 00.0% | Unchanged |
| Capital International Sarl | 3,455 | $210.0K | 0.02% | +3,455 | New |
| SG Americas Securities, LLC | 3,417 | $208.0K | 0.00% | −805,911−99.6% | Reduced |
| Crossmark Global Holdings, Inc. | 3,380 | $206.0K | 0.00% | +3,380 | New |
| CAPROCK Group, Inc. | 3,350 | $204.0K | 0.02% | +3,350 | New |
| RMR Wealth Builders | 3,345 | $204.0K | 0.06% | +3,345 | New |
| PFG Advisors | 3,326 | $202.0K | 0.02% | +3,326 | New |
| Harvest Fund Management Co., Ltd | 3,310 | $201.0K | 0.05% | +1,904+135.4% | Added |
| Redpoint Investment Management Pty Ltd | 3,299 | $201.0K | 0.02% | +3,299 | New |
| Kathmere Capital Management, LLC | 3,302 | $201.0K | 0.04% | +3,302 | New |
| Summit Financial, LLC | 3,298 | $200.8K | 0.02% | +3,298 | New |
| Carmichael Hill & Associates, Inc. | 3,285 | $200.0K | 0.11% | +8+0.2% | Added |
| First Bank & Trust | 3,207 | $195.0K | 0.09% | +146+4.8% | Added |
| MBM Wealth Consultants, LLC | 3,185 | $194.0K | 0.09% | +500+18.6% | Added |
| Hexagon Capital Partners LLC | 3,140 | $191.0K | 0.06% | −100−3.1% | Reduced |
| Nisa Investment Advisors, LLC | 3,010 | $183.0K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 3,000 | $183.0K | 0.11% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 2,993 | $182.0K | 0.03% | +13+0.4% | Added |
| Arkadios Wealth Advisors | 2,958 | $180.0K | 0.03% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 2,902 | $177.0K | 0.20% | +2,902 | New |
| MUFG Americas Holdings Corp | 2,883 | $176.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,540 | $155.0K | 0.00% | −30−1.2% | Reduced |
| TFC Financial Management | 2,550 | $155.0K | 0.05% | +2,550 | New |
| Capital Analysts, LLC | 2,488 | $151.0K | 0.01% | +2,088+522.0% | Added |
| Plante Moran Financial Advisors, LLC | 2,391 | $146.0K | 0.03% | −102−4.1% | Reduced |
| D'Orazio & Associates, Inc. | 2,333 | $142.0K | 0.03% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 2,325 | $142.0K | 0.10% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 2,337 | $142.0K | 0.00% | +2,337 | New |
| Centaurus Financial, Inc. | 2,173 | $132.0K | 0.01% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 2,061 | $125.0K | 0.10% | +5+0.2% | Added |
| Penserra Capital Management LLC | 2,009 | $122.0K | 0.00% | −19,730−90.8% | Reduced |
| Tower View Investment Management & Research LLC | 2,000 | $122.0K | 0.07% | +2,000 | New |
| West Paces Advisors Inc. | 2,000 | $121.8K | 0.04% | +2,000 | New |
| Concord Wealth Partners | 1,928 | $117.0K | 0.05% | −396−17.0% | Reduced |
| Edge Wealth Management LLC | 1,900 | $116.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,891 | $115.0K | 0.03% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 1,818 | $111.0K | 0.00% | +1,021+128.1% | Added |
| Perkins Coie Trust Co | 1,750 | $107.0K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,702 | $104.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,670 | $102.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,679 | $102.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,630 | $99.0K | 0.00% | −121−6.9% | Reduced |
| Sonora Investment Management, LLC | 1,632 | $99.0K | 0.01% | +500+44.2% | Added |
| Arlington Partners LLC | 1,633 | $99.0K | 0.03% | +1,633 | New |
| Hoey Investments, Inc | 1,569 | $96.0K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,536 | $93.5K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,519 | $92.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 1,322 | $81.0K | 0.02% | +27+2.1% | Added |
| Whittier Trust Co of Nevada Inc | 1,100 | $67.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,102 | $67.0K | 0.00% | +1,000+980.4% | Added |
| Carroll Financial Associates, Inc. | 1,100 | $66.0K | 0.00% | −1,029−48.3% | Reduced |
| Focused Wealth Management, Inc | 1,064 | $65.0K | 0.01% | +620+139.6% | Added |
| Delta Asset Management LLC | 1,006 | $61.0K | 0.01% | −42−4.0% | Reduced |
| Selective Wealth Management, Inc. | 1,000 | $61.0K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,000 | $61.0K | 0.01% | +1,000 | New |
| Evoke Wealth, LLC | 972 | $59.0K | 0.00% | +972 | New |
| TSFG, LLC | 923 | $56.0K | 0.02% | +202+28.0% | Added |
| Rosenberg Matthew Hamilton | 913 | $56.0K | 0.02% | +231+33.9% | Added |
| Meridian Wealth Partners, LLC | 909 | $56.0K | 0.01% | +909 | New |
| Kistler-Tiffany Companies, LLC | 910 | $55.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 878 | $53.5K | 0.00% | +169+23.8% | Added |
| Canton Hathaway, LLC | 800 | $49.0K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 714 | $44.0K | 0.00% | −68−8.7% | Reduced |
| Jacobi Capital Management LLC | 714 | $43.0K | 0.01% | +2+0.3% | Added |
| FourThought Financial, LLC | 719 | $43.0K | 0.01% | +719 | New |
| Achmea Investment Management B.V. | 674 | $41.0K | 0.00% | −16,358−96.0% | Reduced |
| Howe & Rusling Inc | 650 | $40.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 649 | $40.0K | 0.00% | +14+2.2% | Added |
| BerganKDV Wealth Management, LLC | 600 | $37.0K | 0.00% | +600 | New |
| Arcadia Investment Management Corp | 568 | $35.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 567 | $34.0K | 0.00% | +192+51.2% | Added |
| Institutional & Family Asset Management, LLC | 534 | $33.0K | 0.01% | +1+0.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 531 | $32.0K | 0.00% | −5,589−91.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 515 | $31.0K | 0.00% | −37,485−98.6% | Reduced |
| Tradition Wealth Management, LLC | 508 | $31.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 500 | $30.4K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 500 | $30.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 500 | $30.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 500 | $30.0K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 500 | $30.0K | 0.01% | +500 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 460 | $28.0K | 0.03% | +460 | New |
| Massmutual Trust Co FSB | 438 | $27.0K | 0.00% | −8−1.8% | Reduced |
| SOA Wealth Advisors, LLC. | 452 | $27.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 408 | $25.0K | 0.01% | −2,264−84.7% | Reduced |