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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
Focused Wealth Management, Inc1,064$79.0K0.01%00.0%Unchanged
Signet Financial Management, LLC1,059$79.0K0.01%+1,059New
Plante Moran Financial Advisors, LLC1,107$82.0K0.01%−1,284−53.7%Reduced
Whittier Trust Co of Nevada Inc1,100$82.0K0.00%00.0%Unchanged
Geneos Wealth Management Inc.1,102$82.0K0.00%00.0%Unchanged
Perkins Coie Trust Co1,152$86.0K0.03%−598−34.2%Reduced
FourThought Financial, LLC1,186$88.0K0.01%+467+65.0%Added
Private Capital Group, LLC1,340$100.0K0.02%+18+1.4%Added
Centaurus Financial, Inc.1,357$101.0K0.01%−816−37.6%Reduced
Sandy Cove Advisors, LLC1,500$112.0K0.09%+1,500New
Harbor Investment Advisory, LLC1,519$113.0K0.01%00.0%Unchanged
Caldwell Trust Co1,536$114.4K0.01%00.0%Unchanged
Hoey Investments, Inc1,569$117.0K0.03%00.0%Unchanged
Arlington Partners LLC1,633$122.0K0.03%00.0%Unchanged
Arrow Financial Corp1,670$124.0K0.01%00.0%Unchanged
Montag A & Associates Inc1,679$125.0K0.01%00.0%Unchanged
First Horizon Advisors, Inc.1,683$125.0K0.00%+1,116+196.8%Added
MBM Wealth Consultants, LLC1,685$126.0K0.05%−1,500−47.1%Reduced
Bogart Wealth, LLC1,702$127.0K0.01%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC1,748$130.0K0.02%−1,245−41.6%Reduced
Tower View Investment Management & Research LLC1,750$130.0K0.07%−250−12.5%Reduced
Capital Analysts, LLC1,752$131.0K0.01%−736−29.6%Reduced
Quent Capital, LLC1,821$136.0K0.03%+1,821New
GPS Wealth Strategies Group, LLC1,896$141.0K0.03%+5+0.3%Added
Edge Wealth Management LLC1,900$142.0K0.03%00.0%Unchanged
Concord Wealth Partners2,078$155.0K0.04%+150+7.8%Added
Scissortail Wealth Management, LLC2,124$158.0K0.06%+2,124New
Fifth Third Bancorp2,277$170.0K0.00%+647+39.7%Added
Eagle Bay Advisors LLC2,300$171.0K0.11%−2,700−54.0%Reduced
Bessemer Group Inc2,344$175.0K0.00%−196−7.7%Reduced
Penserra Capital Management LLC2,509$186.0K0.00%+500+24.9%Added
TFC Financial Management2,550$190.0K0.06%00.0%Unchanged
Evercore Wealth Management, LLC2,681$200.0K0.00%+2,681New
Meadow Creek Wealth Advisors LLC2,714$202.0K0.19%+2,714New
Silvercrest Asset Management Group LLC2,741$204.0K0.00%+2,741New
Stelac Advisory Services LLC2,750$205.0K0.06%−10,175−78.7%Reduced
Aj Wealth Strategies, LLC2,758$205.0K0.01%+2,758New
Coastal Investment Advisors, Inc.2,756$205.0K0.05%+2,756New
Bridgefront Capital, LLC2,768$206.0K0.20%+2,768New
Cetera Advisors LLC2,772$207.0K0.00%+2,772New
CWM, LLC2,794$208.0K0.00%+2,794New
Dowling & Yahnke LLC2,800$209.0K0.01%+2,800New
Keystone Financial Group2,823$210.0K0.03%+2,823New
XTX Topco Ltd2,850$212.0K0.12%+2,850New
MUFG Americas Holdings Corp2,883$215.0K0.00%00.0%Unchanged
Triad Financial Advisors, Inc.2,900$216.0K0.13%+2,900New
Mirabella Financial Services LLP2,992$223.0K0.02%−5,727−65.7%Reduced
U.S. Capital Wealth Advisors, LLC3,000$224.0K0.01%−5,000−62.5%Reduced
Fortis Advisors, LLC3,000$224.0K0.13%00.0%Unchanged
Investors Asset Management of Georgia Inc3,000$224.0K0.11%+3,000New
Intellectus Partners, LLC3,000$224.0K0.06%+3,000New
Fundamentun, LLC3,000$224.0K0.04%+3,000New
Apella Capital, LLC3,000$224.0K0.03%+3,000New
Hudson Value Partners, LLC3,000$224.0K0.11%+3,000New
Hexagon Capital Partners LLC3,030$226.0K0.06%−110−3.5%Reduced
Almanack Investment Partners, LLC.3,031$226.0K0.02%+3,031New
Mount Yale Investment Advisors, LLC3,036$226.0K0.02%+3,036New
Peapack Gladstone Financial Corp3,043$227.0K0.00%+3,043New
Northwest Bancshares, Inc.3,100$231.0K0.05%+3,100New
CAPROCK Group, Inc.3,150$235.0K0.02%−200−6.0%Reduced
Sovereign Financial Group, Inc.3,155$235.0K0.10%+3,155New
Financial Management Network Inc3,180$236.0K0.11%+3,180New
Park Avenue Securities LLC3,181$237.0K0.00%+3,181New
Quantamental Technologies LLC3,194$238.0K0.12%−2,244−41.3%Reduced
Westwood Holdings Group Inc.3,196$238.0K0.00%+3,196New
Advisor Resource Council3,200$238.0K0.02%+3,200New
Pluribus Labs, LLC3,293$245.0K0.26%+3,293New
Summit Financial, LLC3,298$245.7K0.02%00.0%Unchanged
Kathmere Capital Management, LLC3,296$246.0K0.04%−6−0.2%Reduced
HB Wealth Management, LLC3,298$246.0K0.00%+3,298New
First Bank & Trust3,313$247.0K0.10%+106+3.3%Added
Western Pacific Wealth Management, LP3,346$249.0K0.16%+3,346New
RMR Wealth Builders3,351$250.0K0.07%+6+0.2%Added
Carmichael Hill & Associates, Inc.3,391$253.0K0.13%+106+3.2%Added
Balentine LLC3,413$254.0K0.01%+3,413New
55I, LLC3,464$258.0K0.01%−167−4.6%Reduced
Newbridge Financial Services Group, Inc.3,514$262.0K0.12%−133−3.6%Reduced
Toroso Investments, LLC3,513$262.0K0.01%+3,513New
EP Wealth Advisors, LLC3,540$264.0K0.01%−23−0.6%Reduced
Citizens National Bank Trust Department3,555$265.0K0.10%+3,555New
Henshaw Capital LLC3,565$265.6K0.01%+3,565New
Corient Capital Partners, LLC3,630$271.0K0.02%+3,630New
Leonteq Securities AG3,638$271.0K0.01%−827−18.5%Reduced
Kaizen Financial Strategies3,669$273.0K0.20%+7+0.2%Added
TAGStone Capital, Inc.3,671$273.0K0.23%+3,671New
Resurgent Financial Advisors LLC3,670$273.0K0.22%+3,670New
Livforsakringsbolaget Skandia, Omsesidigt3,700$276.0K0.02%−2,800−43.1%Reduced
Ascent Group, LLC4,221$278.0K0.04%+4,221New
Level Four Advisory Services, LLC3,764$280.0K0.02%−607−13.9%Reduced
Glenmede Trust Co NA3,799$282.0K0.00%+3,799New
Baldwin Investment Management, LLC3,800$283.0K0.07%−100−2.6%Reduced
AIA Group Ltd3,802$283.0K0.01%+3,802New
Ade, LLC3,805$284.0K0.24%00.0%Unchanged
Appleton Partners Inc3,825$285.0K0.02%00.0%Unchanged
MONECO Advisors, LLC4,055$288.0K0.11%00.0%Unchanged
Arkadios Wealth Advisors3,894$290.0K0.04%+936+31.6%Added
Mayflower Financial Advisors, LLC3,965$295.0K0.04%+405+11.4%Added
Venture Visionary Partners LLC3,976$296.0K0.02%00.0%Unchanged
Engine No. 1 LLC4,004$298.0K0.06%+4,004New
Cigna Investments Inc4,019$300.0K0.02%−85−2.1%Reduced