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 |
|---|---|---|---|---|---|
| Riggs Asset Managment Co. Inc. | 418 | $25.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 400 | $24.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 385 | $23.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 383 | $23.0K | 0.00% | +51+15.4% | Added |
| Earnest Partners LLC | 359 | $22.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 344 | $21.0K | 0.00% | +31+9.9% | Added |
| Pinnacle Bancorp, Inc. | 326 | $20.0K | 0.01% | +186+132.9% | Added |
| AlphaMark Advisors, LLC | 300 | $18.0K | 0.01% | −200−40.0% | Reduced |
| Holloway Wealth Management, LLC | – | $18.0K | 0.01% | – | – |
| Endurance Wealth Management, Inc. | 300 | $18.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 296 | $18.0K | 0.00% | +96+48.0% | Added |
| Simplex Trading, LLC | 286 | $17.0K | 0.00% | −202−41.4% | Reduced |
| Assetmark, Inc | 283 | $17.0K | 0.00% | +283 | New |
| PSI Advisors, LLC | 285 | $17.0K | 0.01% | +285 | New |
| Activest Wealth Management | 247 | $15.0K | 0.01% | +247 | New |
| Dark Forest Capital Management LP | 208 | $13.0K | 0.00% | +208 | New |
| Creative Financial Designs Inc | 203 | $12.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 180 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 186 | $11.0K | 0.00% | +186 | New |
| Sound Income Strategies, LLC | 161 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 165 | $10.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 124 | $8.00K | 0.00% | −10−7.5% | Reduced |
| Islay Capital Management, LLC | 126 | $8.00K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 122 | $7.00K | 0.00% | +54+79.4% | Added |
| Washington Trust Co | 98 | $6.00K | 0.00% | −7−6.7% | Reduced |
| Quadrant Capital Group LLC | 97 | $6.00K | 0.00% | +22+29.3% | Added |
| Antonetti Capital Management LLC | 100 | $6.00K | 0.00% | +100 | New |
| Syverson Strege & Co | 93 | $6.00K | 0.00% | +93 | New |
| Bellwether Advisors, LLC | 94 | $5.00K | 0.00% | −17,056−99.5% | Reduced |
| Meeder Asset Management Inc | 77 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 77 | $5.00K | 0.00% | −3−3.8% | Reduced |
| Parkside Financial Bank & Trust | 78 | $5.00K | 0.00% | +11+16.4% | Added |
| Macroview Investment Management LLC | 88 | $5.00K | 0.01% | +88 | New |
| Wolff Wiese Magana LLC | 81 | $5.00K | 0.00% | +81 | New |
| Kowal Investment Group, LLC | 75 | $5.00K | 0.00% | +75 | New |
| Financial Management Professionals, Inc. | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 25 | $2.00K | 0.00% | +14+127.3% | Added |
| Cribstone Capital Management, LLC | 40 | $2.00K | 0.00% | +40 | New |
| Versant Capital Management, Inc | 35 | $2.00K | 0.00% | +35 | New |
| Guidance Point Advisors, LLC | 35 | $2.00K | 0.00% | +35 | New |
| Raffa Wealth Management, LLC | 17 | $1.03K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 3 | $0 | 0.00% | +3 | New |
| Investors Research Corp | 4 | $0 | 0.00% | +4 | New |
| Kize Capital LP | 0 | $0 | 0.00% | −808,584−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −431,616−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −110,276−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −89,891−100.0% | Sold out |
| Scott & Selber, Inc. | 0 | $0 | 0.00% | −54,923−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −47,374−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −45,526−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −42,252−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −36,234−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −32,194−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −29,564−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −21,035−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −18,500−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −16,515−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −16,713−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −16,395−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −16,384−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −13,424−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −12,746−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −10,680−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −10,325−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −8,850−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −5,203−100.0% | Sold out |
| Farr Miller & Washington LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Arbiter Partners Capital Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| PRW Wealth Management LLC | 0 | $0 | 0.00% | −4,769−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −4,389−100.0% | Sold out |
| Evercore Wealth Management, LLC | 0 | $0 | 0.00% | −4,181−100.0% | Sold out |
| Spotlight Asset Group, Inc. | 0 | $0 | 0.00% | −4,157−100.0% | Sold out |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,899−100.0% | Sold out |
| Paces Ferry Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,878−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −3,592−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −3,548−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −3,470−100.0% | Sold out |
| Global Trust Asset Management, LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −3,050−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,823−100.0% | Sold out |
| Modus Advisors, LLC | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| tru Independence LLC | 0 | $0 | 0.00% | −748−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −392−100.0% | Sold out |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| Permanens Capital L.P. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −74,050−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| Cowen Prime Services LLC | – | – | – | – | Not filed |
| Pinnacle Wealth Advisors | – | – | – | – | Not filed |
| Cipher Capital LP | – | – | – | – | Not filed |
| PNC Managed Account Solutions, Inc. | – | – | – | – | Not filed |
| Western Wealth Management, LLC | – | – | – | – | Not filed |
| Firethorn Wealth Partners, LLC | – | – | – | – | Not filed |