Skip to main content
Livermore
Livermore
ZHEN

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

Q4 2021 vs. Q3 2021

How the institutions holding KKR & Co. Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of KKR: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders74510833+98
Shares445.0M265.6K444.2M−507.6K (−0.1%)
Value$27.1B$16.2M$33.1B+$6.00B (+22.2%)

10 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (157)

Institutions that held KKR & Co. Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Showing the largest 100 of 157 by value.

Institutions new to KKR in Q4 2021
InstitutionSharesValue% of portfolio
GQG Partners LLC10,519,548$783.5M1.94%
Viking Global Investors LPSuperinvestorViking Global Investors806,081$60.1M0.17%
Palestra Capital Management LLC499,440$37.2M1.08%
Jag Capital Management, LLC341,700$25.5M1.95%
Jackson Hill Advisors, LLC309,000$23.0M13.49%
Connectus Wealth, LLC286,333$21.3M0.83%
Perfromance Wealth Partners, LLC258,380$19.2M0.78%
Aequim Alternative Investments LP220,000$16.4M0.51%
Caisse de Depot Et Placement du Quebec205,700$15.3M0.03%
Caldwell Investment Management Ltd.200,000$15.1M11.76%
TD Waterhouse Canada Inc.78,222$6.57M0.06%
Industrial Alliance Investment Management Inc.76,660$5.71M0.13%
Transform Wealth, LLC66,416$4.95M0.52%
Allspring Global Investments Holdings, LLC62,887$4.68M0.01%
Railway Pension Investments Ltd57,300$4.27M0.03%
Baader Bank INC54,953$4.09M0.32%
TAP Consulting, LLC53,643$4.00M0.91%
Knott David M Jr50,000$3.73M1.41%
National Bank of Canada47,860$3.55M0.01%
O'Rourke & Company, Inc45,044$3.36M2.24%
Guardian Wealth Management, Inc.42,573$3.17M3.05%
Segantii Capital Management Ltd38,491$2.87M0.09%
Kiwi Wealth Investments Limited Partnership37,789$2.81M0.13%
Byrne Asset Management LLC36,397$2.71M1.76%
Empowered Funds, LLC34,120$2.54M0.29%
Point72 Europe (London) LLP33,500$2.50M1.14%
Brinker Capital Investments, LLC30,530$2.27M0.03%
Grantham, Mayo, Van Otterloo & Co. LLC29,394$2.19M0.01%
Umb Bank N A29,064$2.17M0.03%
Sciencast Management LP29,216$2.13M0.37%
CSS LLC28,500$2.12M0.09%
AdvisorShares Investments LLC26,641$1.99M0.24%
Wealthfront Advisers LLC24,639$1.84M0.01%
Cross Staff Investments Inc24,632$1.83M1.64%
Quantbot Technologies LP23,413$1.74M0.14%
Livingston Group Asset Management CO (operating as Southport Capital Management)22,608$1.68M0.30%
American Trust18,261$1.36M0.10%
Kraematon Investment Advisors, Inc16,187$1.21M1.08%
Point72 Hong Kong Ltd15,537$1.16M0.10%
UBP Investment Advisors SA14,409$1.07M0.39%
Seaport Global Advisors, LLC14,148$1.05M1.45%
First Citizens Bank & Trust Co13,961$1.04M0.04%
Sawtooth Solutions, LLC13,474$1.00M0.11%
Ballew Advisors, Inc14,201$986.0K0.69%
B. Metzler seel. Sohn & Co. AG12,826$959.0K0.01%
People's United Financial, Inc.10,747$801.0K0.02%
Western Wealth Management, LLC10,737$801.0K0.08%
Van Eck Associates Corp9,886$737.0K0.00%
Astrantus Ltd9,421$702.0K0.53%
Yousif Capital Management, LLC8,860$660.0K0.01%
TownSquare Capital, LLC8,389$625.0K0.02%
Firethorn Wealth Partners, LLC8,198$611.0K0.46%
Forum Financial Management, LP–$598.0K0.03%
Masso Torrence Wealth Management Inc.7,794$581.0K0.41%
Robertson Stephens Wealth Management, LLC7,636$568.0K0.05%
CoreCap Advisors, LLC7,455$555.0K0.04%
Y-Intercept (Hong Kong) Ltd6,958$518.0K0.12%
Ameritas Advisory Services, LLC6,955$518.0K0.02%
Canandaigua National Corp6,693$499.0K0.07%
Siemens Fonds Invest GmbH6,172$461.0K0.03%
Zhang Financial LLC5,348$398.0K0.07%
Schneider Downs Wealth Management Advisors, LP5,250$391.0K0.09%
G2 Capital Management, LLC5,042$376.0K0.14%
Operose Advisors LLC5,000$373.0K0.30%
Vestmark Advisory Solutions, Inc.4,814$359.0K0.02%
Aft, Forsyth & Sober, LLC4,700$350.0K0.12%
Prelude Capital Management, LLC4,409$328.0K0.02%
Pinnacle Private Wealth, LLC4,398$328.0K0.10%
CenterBook Partners LP4,244$316.0K0.19%
Cypress Capital Group4,218$314.0K0.04%
Teza Capital Management LLC4,216$314.0K0.08%
Buckingham Strategic Partners4,177$312.0K0.07%
ASB Consultores, LLC4,163$310.0K0.15%
Modera Wealth Management, LLC4,149$309.0K0.01%
Cornerstone Advisory, LLC4,075$304.0K0.04%
Engine No. 1 LLC4,004$298.0K0.06%
AIA Group Ltd3,802$283.0K0.01%
Glenmede Trust Co NA3,799$282.0K0.00%
Ascent Group, LLC4,221$278.0K0.04%
TAGStone Capital, Inc.3,671$273.0K0.23%
Resurgent Financial Advisors LLC3,670$273.0K0.22%
Corient Capital Partners, LLC3,630$271.0K0.02%
Henshaw Capital LLC3,565$265.6K0.01%
Citizens National Bank Trust Department3,555$265.0K0.10%
Toroso Investments, LLC3,513$262.0K0.01%
Balentine LLC3,413$254.0K0.01%
Western Pacific Wealth Management, LP3,346$249.0K0.16%
HB Wealth Management, LLC3,298$246.0K0.00%
Pluribus Labs, LLC3,293$245.0K0.26%
Westwood Holdings Group Inc.3,196$238.0K0.00%
Advisor Resource Council3,200$238.0K0.02%
Park Avenue Securities LLC3,181$237.0K0.00%
Financial Management Network Inc3,180$236.0K0.11%
Sovereign Financial Group, Inc.3,155$235.0K0.10%
Northwest Bancshares, Inc.3,100$231.0K0.05%
Peapack Gladstone Financial Corp3,043$227.0K0.00%
Almanack Investment Partners, LLC.3,031$226.0K0.02%
Mount Yale Investment Advisors, LLC3,036$226.0K0.02%
Investors Asset Management of Georgia Inc3,000$224.0K0.11%
Intellectus Partners, LLC3,000$224.0K0.06%

Sold out (59)

Institutions that held KKR & Co. Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of KKR in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Kohlberg Kravis Roberts & Co. L.P.4,667,166$284.1M
Arrowstreet Capital, Limited Partnership1,285,075$78.2M
Junto Capital Management LP1,246,827$75.9M
Samlyn Capital, LLC1,097,968$66.8M
Prana Capital Management, LP569,253$34.7M
Hosking Partners LLP513,937$31.3M
Ergoteles LLC430,334$26.2M
BBR Partners, LLC326,668$19.9M
Renaissance Technologies LLC298,850$18.2M
New York State Teachers Retirement System152,253$9.27M
AMP Capital Investors Ltd136,510$8.31M
Makena Capital Management LLC134,906$8.21M
Gillson Capital LP85,603$5.21M
Pearl River Capital, LLC52,055$3.17M
Group One Trading, L.P.43,614$2.65M
Schroder Investment Management Group40,395$2.46M
Cassia Capital Partners, LLC32,729$1.99M
PEAK6 Investments LLC24,662$1.50M
Capula Management Ltd16,779$1.02M
Walleye Capital LLC14,397$876.0K
LS Investment Advisors, LLC13,409$816.0K
Seelaus Asset Management LLC12,420$756.0K
Seven Eight Capital, LP11,573$705.0K
Cannon Global Investment Management, LLC11,200$682.0K
Lake Street Advisors Group, LLC10,200$621.0K
Sawgrass Asset Management LLC9,656$588.0K
Ossiam9,292$566.0K
DRW Securities, LLC8,865$540.0K
Bayesian Capital Management, LP8,100$493.0K
Asahi Life Asset Management Co., Ltd.6,840$416.0K
Camden Capital, LLC6,827$416.0K
CenterStar Asset Management, LLC–$399.0K
Campbell & CO Investment Adviser LLC6,050$368.0K
Global Retirement Partners, LLC5,038$307.0K
Boothbay Fund Management, LLC4,819$293.0K
Boston Private Wealth LLC4,260$259.0K
Walleye Trading LLC4,129$251.0K
Cornerstone Wealth Group, LLC4,090$249.0K
Engine Capital Management, LP4,072$248.0K
Capital International Sarl3,455$210.0K
PFG Advisors3,326$202.0K
NuWave Investment Management, LLC2,902$177.0K
D'Orazio & Associates, Inc.2,333$142.0K
Cypress Point Wealth Management, LLC2,325$142.0K
Better Money Decisions, LLC2,061$125.0K
West Paces Advisors Inc.2,000$121.8K
O'Shaughnessy Asset Management, LLC1,818$111.0K
Zions Bancorporation, N.A.1,000$61.0K
Evoke Wealth, LLC972$59.0K
Meridian Wealth Partners, LLC909$56.0K
Jacobi Capital Management LLC714$43.0K
Herold Advisors, Inc.500$30.0K
Holloway Wealth Management, LLC–$18.0K
Activest Wealth Management247$15.0K
Antonetti Capital Management LLC100$6.00K
Syverson Strege & Co93$6.00K
Meeder Asset Management Inc77$5.00K
Kowal Investment Group, LLC75$5.00K
Guidance Point Advisors, LLC35$2.00K

Not filed for Q4 2021 yet (10)

Institutions that held KKR & Co. Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding KKR in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
BBVA USA141,186$8.60M
Knott David M50,000$3.04M
First Mercantile Trust Co25,026$1.52M
B. Metzler seel. Sohn & Co. Holding AG11,579$705.0K
Ameritas Investment Company, LLC11,102$676.0K
World Asset Management Inc10,152$618.0K
Berman Capital Advisors, LLC9,523$579.0K
HighPoint Advisor Group LLC4,924$300.0K
Sonora Investment Management, LLC1,632$99.0K
Towarzystwo Funduszy Inwestycyjnych Pzu SA460$28.0K