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, 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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 4,079 | $304.0K | 0.01% | −94,875−95.9% | Reduced |
| Profund Advisors LLC | 4,083 | $304.0K | 0.01% | −104−2.5% | Reduced |
| Cornerstone Advisory, LLC | 4,075 | $304.0K | 0.04% | +4,075 | New |
| Sunbelt Securities, Inc. | 4,599 | $305.0K | 0.05% | −600−11.5% | Reduced |
| Modera Wealth Management, LLC | 4,149 | $309.0K | 0.01% | +4,149 | New |
| ASB Consultores, LLC | 4,163 | $310.0K | 0.15% | +4,163 | New |
| Buckingham Strategic Partners | 4,177 | $312.0K | 0.07% | +4,177 | New |
| Cypress Capital Group | 4,218 | $314.0K | 0.04% | +4,218 | New |
| Teza Capital Management LLC | 4,216 | $314.0K | 0.08% | +4,216 | New |
| CenterBook Partners LP | 4,244 | $316.0K | 0.19% | +4,244 | New |
| Evergreen Capital Management LLC | 4,392 | $327.0K | 0.01% | +7+0.2% | Added |
| Prelude Capital Management, LLC | 4,409 | $328.0K | 0.02% | +4,409 | New |
| Pinnacle Private Wealth, LLC | 4,398 | $328.0K | 0.10% | +4,398 | New |
| Kovack Advisors, Inc. | 4,414 | $329.0K | 0.03% | +205+4.9% | Added |
| Financial Architects, Inc | 4,474 | $333.0K | 0.05% | +435+10.8% | Added |
| First City Capital Management, Inc. | 4,750 | $337.0K | 0.19% | +51+1.1% | Added |
| Laidlaw Wealth Management LLC | 4,555 | $339.0K | 0.05% | +571+14.3% | Added |
| Scotia Capital Inc. | 4,598 | $342.0K | 0.00% | +42+0.9% | Added |
| Brown Advisory Securities, LLC | 4,625 | $344.0K | 0.15% | −1,599−25.7% | Reduced |
| Echo Street Capital Management LLC | 4,643 | $346.0K | 0.00% | −9,496−67.2% | Reduced |
| Assetmark, Inc | 4,697 | $350.0K | 0.00% | +4,414+1,559.7% | Added |
| Aft, Forsyth & Sober, LLC | 4,700 | $350.0K | 0.12% | +4,700 | New |
| Aviance Capital Partners, LLC | 4,711 | $351.0K | 0.06% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 4,758 | $354.0K | 0.08% | −20.0% | Reduced |
| TrinityPoint Wealth, LLC | 4,785 | $356.0K | 0.06% | 00.0% | Unchanged |
| Patten Group, Inc. | 4,791 | $357.0K | 0.09% | +12+0.3% | Added |
| KCM Investment Advisors LLC | 4,800 | $358.0K | 0.01% | 00.0% | Unchanged |
| Asset Management Corp | 4,823 | $359.0K | 0.21% | +5+0.1% | Added |
| Vestmark Advisory Solutions, Inc. | 4,814 | $359.0K | 0.02% | +4,814 | New |
| Veritable, L.P. | 4,828 | $360.0K | 0.01% | +201+4.3% | Added |
| Kalos Management, Inc. | 4,590 | $361.0K | 0.10% | +340+8.0% | Added |
| WealthPLAN Partners, LLC | 5,137 | $366.0K | 0.02% | −38−0.7% | Reduced |
| Symmetry Partners, LLC | 4,908 | $366.0K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,911 | $366.0K | 0.05% | −72−1.4% | Reduced |
| We Are One Seven, LLC | 4,923 | $367.0K | 0.04% | +1,406+40.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 4,975 | $371.0K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 5,000 | $373.0K | 0.16% | 00.0% | Unchanged |
| Emfo, LLC | 5,000 | $373.0K | 0.33% | 00.0% | Unchanged |
| Operose Advisors LLC | 5,000 | $373.0K | 0.30% | +5,000 | New |
| Ashfield Capital Partners, LLC | 5,018 | $374.0K | 0.02% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 5,041 | $376.0K | 0.11% | +611+13.8% | Added |
| G2 Capital Management, LLC | 5,042 | $376.0K | 0.14% | +5,042 | New |
| Horizon Kinetics Asset Management LLC | 5,058 | $377.0K | 0.01% | 00.0% | Unchanged |
| Veriti Management LLC | 5,156 | $384.0K | 0.05% | −23−0.4% | Reduced |
| Stratos Wealth Advisors, LLC | 5,177 | $386.0K | 0.03% | +3+0.1% | Added |
| State of Wyoming | 5,201 | $387.0K | 0.18% | −1,404−21.3% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,250 | $391.0K | 0.00% | +6+0.1% | Added |
| Huntington National Bank | 5,245 | $391.0K | 0.00% | +737+16.3% | Added |
| Schneider Downs Wealth Management Advisors, LP | 5,250 | $391.0K | 0.09% | +5,250 | New |
| Clearwater Capital Advisors, LLC | 5,280 | $393.0K | 0.04% | 00.0% | Unchanged |
| US Bancorp | 5,290 | $394.0K | 0.00% | +651+14.0% | Added |
| Wellington Shields & Co., LLC | 5,300 | $395.0K | 0.08% | 00.0% | Unchanged |
| Glenview Trust Co | 5,314 | $396.0K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 5,325 | $397.0K | 0.21% | −100−1.8% | Reduced |
| Zhang Financial LLC | 5,348 | $398.0K | 0.07% | +5,348 | New |
| Overbrook Management Corp | 5,462 | $407.0K | 0.08% | −600−9.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 5,459 | $407.0K | 0.01% | +459+9.2% | Added |
| Change Path, LLC | 5,465 | $407.0K | 0.02% | +517+10.4% | Added |
| Capital Planning Advisors, LLC | 5,470 | $408.0K | 0.08% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 5,500 | $410.0K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 5,576 | $415.0K | 0.02% | −648−10.4% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 5,700 | $425.0K | 0.05% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 5,774 | $430.0K | 0.04% | +60+1.1% | Added |
| Hodges Capital Management Inc. | 5,845 | $435.0K | 0.03% | +6+0.1% | Added |
| Highland Capital Management Fund Advisors, L.P. | 5,866 | $437.0K | 0.06% | 00.0% | Unchanged |
| Arlington Financial Advisors, LLC | 5,865 | $437.0K | 0.15% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 5,874 | $438.0K | 0.03% | +10.0% | Added |
| Gateway Advisory, LLC | 5,924 | $441.0K | 0.09% | 00.0% | Unchanged |
| Laurel Wealth Advisors, Inc. | 5,950 | $443.0K | 0.03% | +190+3.3% | Added |
| Telemus Capital, LLC | 5,955 | $444.0K | 0.04% | +2,455+70.1% | Added |
| American International Group, Inc. | 5,977 | $445.0K | 0.00% | −222−3.6% | Reduced |
| Xponance, Inc. | 5,975 | $445.0K | 0.01% | +17+0.3% | Added |
| Regency Capital Management Inc. | 6,000 | $447.0K | 0.28% | −2,000−25.0% | Reduced |
| Northeast Investment Management | 6,000 | $447.0K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 6,000 | $447.0K | 0.00% | 00.0% | Unchanged |
| Family Management Corp | 6,003 | $447.0K | 0.12% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 5,999 | $447.0K | 0.03% | +75+1.3% | Added |
| Tokio Marine Asset Management Co Ltd | 6,008 | $448.0K | 0.04% | +645+12.0% | Added |
| Gotham Asset Management, LLC | 6,026 | $449.0K | 0.01% | −1,367−18.5% | Reduced |
| RDA Financial Network | 6,045 | $450.0K | 0.18% | +103+1.7% | Added |
| Duncker Streett & Co Inc | 6,175 | $460.0K | 0.08% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 6,174 | $460.0K | 0.01% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 6,172 | $461.0K | 0.03% | +6,172 | New |
| Meiji Yasuda Asset Management Co Ltd. | 6,240 | $465.0K | 0.03% | +780+14.3% | Added |
| Fortress Wealth Group, LLC | 6,811 | $469.0K | 0.35% | +846+14.2% | Added |
| Good Life Advisors, LLC | 6,333 | $472.0K | 0.06% | +766+13.8% | Added |
| AE Wealth Management LLC | 6,344 | $473.0K | 0.00% | +689+12.2% | Added |
| Vestcor Inc | 6,476 | $482.0K | 0.02% | −1,241−16.1% | Reduced |
| Samalin Investment Counsel, LLC | 6,570 | $489.0K | 0.29% | −189−2.8% | Reduced |
| Brighton Jones LLC | 6,659 | $496.0K | 0.02% | +107+1.6% | Added |
| Acadian Asset Management LLC | 6,690 | $498.0K | 0.00% | −162,232−96.0% | Reduced |
| Canandaigua National Corp | 6,693 | $499.0K | 0.07% | +6,693 | New |
| Cordasco Financial Network | 6,858 | $511.0K | 0.32% | +11+0.2% | Added |
| Coldstream Capital Management Inc | 6,875 | $512.0K | 0.02% | −1,125−14.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,958 | $518.0K | 0.12% | +6,958 | New |
| Ameritas Advisory Services, LLC | 6,955 | $518.0K | 0.02% | +6,955 | New |
| Regent Investment Management LLC | 7,000 | $522.0K | 0.11% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 7,024 | $523.0K | 0.04% | −100−1.4% | Reduced |
| Focus Financial Network, Inc. | 7,052 | $525.4K | 0.08% | +24+0.3% | Added |
| Redpoint Investment Management Pty Ltd | 7,064 | $526.0K | 0.04% | +3,765+114.1% | Added |