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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, Q4 2021

Institutional positions in KKR & Co. Inc. as of Dec 31, 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
833
+98 vs. Q3 2021
Shares held
444.2M
−507.6K (−0.1%) vs. Q3 2021
Total value
$33.1B
+$6.00B (+22.2%) vs. Q3 2021
New holders
157
280 more added
Sold out
59
258 more reduced

10 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 833 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 heldQ4 2021: $33.1B
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, Q4 2021

Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q3 2021.

Institutions holding KKR in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
TCI Wealth Advisors, Inc.6$00.00%+3+100.0%Added
Investors Research Corp4$00.00%00.0%Unchanged
McDonald Partners LLC8$5960.00%+8New
Absolute Capital Management, LLC8$5960.00%+8New
AdvisorNet Financial, Inc10$1.00K0.00%+10New
Column Capital Advisors, LLC10$1.00K0.00%+10New
Capital Advisors, Ltd. LLC8$1.00K0.00%+8New
BDO Wealth Advisors, LLC17$1.00K0.00%+17New
Larson Financial Group LLC9$1.00K0.00%+9New
Insight Financial Services25$1.00K0.00%+25New
Confluence Wealth Services, Inc.22$1.00K0.00%+22New
Raffa Wealth Management, LLC17$1.27K0.00%00.0%Unchanged
Stephens Consulting, LLC21$1.56K0.00%+21New
Sutton Wealth Advisors Inc.21$1.56K0.00%+21New
Lindbrook Capital, LLC25$2.00K0.00%−140−84.8%Reduced
Core Alternative Capital29$2.00K0.00%+29New
Schubert & Co28$2.00K0.00%+28New
Cribstone Capital Management, LLC40$3.00K0.00%00.0%Unchanged
Versant Capital Management, Inc35$3.00K0.00%00.0%Unchanged
Tfo-TDC, LLC40$3.00K0.00%+40New
Kozak & Associates, Inc.48$3.00K0.00%+48New
Covestor Ltd34$3.00K0.00%+34New
Financial Management Professionals, Inc.57$4.00K0.00%00.0%Unchanged
Jones Financial Companies LLLP48$4.00K0.00%+48New
Covington Capital Management60$4.00K0.00%+60New
JFS Wealth Advisors, LLC49$4.00K0.00%+49New
Harbour Investments, Inc.70$5.00K0.00%−579−89.2%Reduced
Clearstead Advisors, LLC68$5.00K0.00%−54−44.3%Reduced
Glassman Wealth Services63$5.00K0.00%+38+152.0%Added
Bedel Financial Consulting, Inc.70$5.00K0.00%+70New
Quadrant Capital Group LLC87$6.00K0.00%−10−10.3%Reduced
Parkside Financial Bank & Trust92$6.00K0.00%+14+17.9%Added
Sandy Spring Bank80$6.00K0.00%00.0%Unchanged
Bellevue Asset Management, LLC74$6.00K0.00%−3−3.9%Reduced
Altshuler Shaham Ltd95$7.00K0.00%−619−86.7%Reduced
Macroview Investment Management LLC88$7.00K0.01%00.0%Unchanged
Wolff Wiese Magana LLC99$7.00K0.00%+18+22.2%Added
Missouri Trust & Investment Co100$7.00K0.00%+100New
Brewin Dolphin Ltd114$8.00K0.00%−764−87.0%Reduced
Exchange Traded Concepts, LLC126$9.00K0.00%+2+1.6%Added
Islay Capital Management, LLC126$9.00K0.01%00.0%Unchanged
South State Corp.126$9.00K0.00%+126New
Pittenger & Anderson Inc125$9.00K0.00%+125New
HWG Holdings LP117$9.00K0.00%+117New
Curi Capital157$11.0K0.00%+157New
Sound Income Strategies, LLC161$12.0K0.00%00.0%Unchanged
Whittier Trust Co180$13.0K0.00%00.0%Unchanged
Dark Forest Capital Management LP203$15.0K0.01%−5−2.4%Reduced
Creative Financial Designs Inc203$15.0K0.00%00.0%Unchanged
Webster Bank, N. A.200$15.0K0.00%00.0%Unchanged
Bell Investment Advisors, Inc239$18.0K0.00%+53+28.5%Added
HM Payson & Co252$19.0K0.00%+252New
Castle Financial & Retirement Planning Associates, Inc.306$20.0K0.07%+306New
PSI Advisors, LLC285$21.0K0.01%00.0%Unchanged
AlphaMark Advisors, LLC300$22.0K0.01%00.0%Unchanged
Endurance Wealth Management, Inc.300$22.0K0.00%00.0%Unchanged
Chilton Capital Management LLC299$22.0K0.00%+299New
Cambridge Trust Co300$22.0K0.00%+300New
NEXT Financial Group, Inc315$23.0K0.00%+19+6.4%Added
Earnest Partners LLC359$27.0K0.00%00.0%Unchanged
Pinnacle Bancorp, Inc.368$27.0K0.01%+42+12.9%Added
Washington Trust Co357$27.0K0.00%+259+264.3%Added
Parallel Advisors, LLC378$28.0K0.00%−5−1.3%Reduced
Charter Oak Capital Management, LLC385$29.0K0.00%00.0%Unchanged
Denali Advisors LLC400$30.0K0.01%−5,800−93.5%Reduced
AllSquare Wealth Management LLC400$30.0K0.02%00.0%Unchanged
Pinebridge Investments, L.P.400$30.0K0.00%+400New
Riggs Asset Managment Co. Inc.418$31.0K0.01%00.0%Unchanged
Massmutual Trust Co FSB442$33.0K0.00%+4+0.9%Added
SOA Wealth Advisors, LLC.452$33.0K0.01%00.0%Unchanged
Ahl Investment Management, Inc.470$35.0K0.03%+470New
Signaturefd, LLC482$36.0K0.00%+138+40.1%Added
Tradewinds Capital Management, LLC500$37.0K0.01%00.0%Unchanged
Trustcore Financial Services, LLC500$37.0K0.00%00.0%Unchanged
Disciplined Investments, LLC500$37.0K0.02%00.0%Unchanged
SJS Investment Consulting Inc.500$37.0K0.01%+500New
Anchor Investment Management, LLC500$37.3K0.00%00.0%Unchanged
Tradition Wealth Management, LLC508$38.0K0.00%00.0%Unchanged
Institutional & Family Asset Management, LLC535$40.0K0.01%+1+0.2%Added
Harel Insurance Investments & Financial Services Ltd.531$40.0K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC545$41.0K0.01%+137+33.6%Added
CVA Family Office, LLC555$41.0K0.01%+555New
Arcadia Investment Management Corp568$42.0K0.01%00.0%Unchanged
BerganKDV Wealth Management, LLC600$45.0K0.00%00.0%Unchanged
Bank Julius Baer & Co. Ltd, Zurich612$46.0K0.00%+612New
Howe & Rusling Inc650$48.0K0.01%00.0%Unchanged
Canton Hathaway, LLC800$60.0K0.02%00.0%Unchanged
Pacer Advisors, Inc.845$63.0K0.00%+845New
Simplex Trading, LLC878$65.0K0.00%+592+207.0%Added
Kistler-Tiffany Companies, LLC910$68.0K0.01%00.0%Unchanged
TSFG, LLC924$69.0K0.02%+1+0.1%Added
Washington Trust Advisors, Inc.974$73.0K0.00%+974New
Carroll Financial Associates, Inc.964$74.0K0.00%−136−12.4%Reduced
Rosenberg Matthew Hamilton993$74.0K0.03%+80+8.8%Added
Nomura Holdings Inc1,001$75.0K0.00%−10,969−91.6%Reduced
Loomis Sayles & Co L P1,002$75.0K0.00%−1,335−57.1%Reduced
Delta Asset Management LLC1,006$75.0K0.01%00.0%Unchanged
Selective Wealth Management, Inc.1,000$75.0K0.03%00.0%Unchanged
Trust Co of Vermont1,000$75.0K0.00%+1,000New
Settian Capital LP1,000$75.0K0.06%+1,000New