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 |
|---|---|---|---|---|---|
| Obermeyer Wood Investment Counsel, LLLP | 7,085 | $528.0K | 0.03% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 7,159 | $533.0K | 0.02% | +421+6.2% | Added |
| Diligent Investors, LLC | 7,216 | $538.0K | 0.15% | −3,503−32.7% | Reduced |
| Winton Group Ltd | 7,230 | $539.0K | 0.03% | +189+2.7% | Added |
| Parallax Volatility Advisers, L.P. | 7,322 | $545.0K | 0.01% | +2,268+44.9% | Added |
| Moloney Securities Asset Management, LLC | 7,336 | $547.0K | 0.09% | +20.0% | Added |
| CoreCap Advisors, LLC | 7,455 | $555.0K | 0.04% | +7,455 | New |
| Marks Group Wealth Management, Inc | 7,473 | $557.0K | 0.07% | −768−9.3% | Reduced |
| Snowden Capital Advisors LLC | 7,548 | $562.0K | 0.03% | +267+3.7% | Added |
| Robertson Stephens Wealth Management, LLC | 7,636 | $568.0K | 0.05% | +7,636 | New |
| Seeyond | 7,755 | $577.0K | 0.05% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7,761 | $578.0K | 0.02% | +567+7.9% | Added |
| Masso Torrence Wealth Management Inc. | 7,794 | $581.0K | 0.41% | +7,794 | New |
| Integrated Investment Consultants, LLC | 7,860 | $586.0K | 0.16% | +2,182+38.4% | Added |
| Forum Financial Management, LP | – | $598.0K | 0.03% | – | New |
| Firethorn Wealth Partners, LLC | 8,198 | $611.0K | 0.46% | +8,198 | New |
| First Midwest Bank Trust Division | 8,329 | $621.0K | 0.08% | +3,150+60.8% | Added |
| Wedbush Securities Inc | 8,352 | $622.0K | 0.03% | −472−5.3% | Reduced |
| TownSquare Capital, LLC | 8,389 | $625.0K | 0.02% | +8,389 | New |
| Mutual Advisors, LLC | 8,453 | $630.0K | 0.03% | +700+9.0% | Added |
| Stonnington Group, LLC | 8,800 | $631.0K | 0.14% | +1,100+14.3% | Added |
| Phocas Financial Corp. | 8,495 | $633.0K | 0.08% | +350+4.3% | Added |
| Corsair Capital Management, L.P. | 8,526 | $635.0K | 0.12% | −375−4.2% | Reduced |
| American Portfolios Advisors | 8,630 | $643.0K | 0.02% | −2,496−22.4% | Reduced |
| Intact Investment Management Inc. | 8,800 | $656.0K | 0.02% | −2,200−20.0% | Reduced |
| Segment Wealth Management, LLC | 8,850 | $659.0K | 0.07% | −600−6.3% | Reduced |
| Principle Wealth Partners LLC | 8,850 | $659.0K | 0.07% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 8,860 | $660.0K | 0.01% | +8,860 | New |
| Diversified Trust Co | 8,958 | $667.0K | 0.02% | −1,351−13.1% | Reduced |
| E&G Advisors, LP | 9,000 | $670.0K | 0.17% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 9,129 | $683.0K | 0.12% | +5,819+175.8% | Added |
| IBM Retirement Fund | 9,271 | $691.0K | 0.09% | −6,248−40.3% | Reduced |
| Smith Shellnut Wilson LLC | 9,328 | $695.0K | 0.34% | 00.0% | Unchanged |
| Fiduciary Group LLC | 9,400 | $700.0K | 0.08% | +25+0.3% | Added |
| Institute for Wealth Management, LLC. | 9,392 | $700.0K | 0.11% | +414+4.6% | Added |
| MAI Capital Management | 9,407 | $701.0K | 0.01% | −20.0% | Reduced |
| Astrantus Ltd | 9,421 | $702.0K | 0.53% | +9,421 | New |
| Capital One Financial Corp | 9,590 | $714.0K | 0.09% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 9,700 | $723.0K | 0.49% | 00.0% | Unchanged |
| Van Eck Associates Corp | 9,886 | $737.0K | 0.00% | +9,886 | New |
| Pensionfund DSM Netherlands | 9,900 | $738.0K | 0.09% | 00.0% | Unchanged |
| Dakota Wealth Management | 9,950 | $741.0K | 0.08% | −87−0.9% | Reduced |
| GWM Advisors LLC | 9,969 | $743.0K | 0.01% | +3,644+57.6% | Added |
| Moors & Cabot, Inc. | 10,084 | $751.0K | 0.05% | +74+0.7% | Added |
| Clear Harbor Asset Management, LLC | 10,125 | $754.0K | 0.08% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 10,128 | $755.0K | 0.26% | +20.0% | Added |
| Sigma Planning Corp | 10,140 | $755.0K | 0.02% | +6,261+161.4% | Added |
| Gilbert & Cook, Inc. | 10,215 | $761.0K | 0.12% | −219−2.1% | Reduced |
| Aries Wealth Management | 10,210 | $761.0K | 0.29% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 10,239 | $763.0K | 0.02% | +216+2.2% | Added |
| Commerce Bank | 10,332 | $770.0K | 0.01% | +2,526+32.4% | Added |
| Beaumont Financial Partners, LLC | 10,420 | $776.0K | 0.06% | 00.0% | Unchanged |
| Duality Advisers, LP | 10,465 | $780.0K | 0.08% | −58,917−84.9% | Reduced |
| D.A. Davidson & Co. | 10,465 | $780.0K | 0.01% | +650+6.6% | Added |
| Sage Rhino Capital LLC | 10,504 | $783.0K | 0.22% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 10,600 | $790.0K | 0.04% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 10,640 | $793.0K | 0.07% | −465−4.2% | Reduced |
| Wetherby Asset Management Inc | 10,700 | $797.0K | 0.04% | 00.0% | Unchanged |
| People's United Financial, Inc. | 10,747 | $801.0K | 0.02% | +10,747 | New |
| Western Wealth Management, LLC | 10,737 | $801.0K | 0.08% | +10,737 | New |
| Panagora Asset Management Inc | 10,784 | $803.0K | 0.00% | −2,525−19.0% | Reduced |
| Bokf, NA | 10,943 | $815.0K | 0.01% | +4,559+71.4% | Added |
| Metropolitan Life Insurance Co | 11,098 | $826.8K | 0.01% | +31+0.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 11,119 | $829.0K | 0.10% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 11,235 | $837.0K | 0.04% | +766+7.3% | Added |
| American National Registered Investment Advisor, Inc. | 11,275 | $840.0K | 0.28% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 11,454 | $852.0K | 0.28% | −1,528−11.8% | Reduced |
| Krilogy Financial LLC | 11,529 | $859.0K | 0.09% | +1,686+17.1% | Added |
| Silvant Capital Management LLC | 11,766 | $877.0K | 0.15% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 11,860 | $884.0K | 0.02% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 11,928 | $889.0K | 0.21% | −1,722−12.6% | Reduced |
| Fountainhead AM, LLC | 11,971 | $892.0K | 0.39% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 12,040 | $897.0K | 0.04% | −176−1.4% | Reduced |
| Belpointe Asset Management LLC | 12,089 | $900.0K | 0.06% | −2,914−19.4% | Reduced |
| Raymond James Trust N.A. | 12,100 | $901.0K | 0.03% | +392+3.3% | Added |
| Stratos Wealth Partners, LTD. | 12,184 | $908.0K | 0.02% | −833−6.4% | Reduced |
| Rathbone Brothers plc | 12,275 | $914.0K | 0.01% | −1,125−8.4% | Reduced |
| Capital International Inc | 12,307 | $917.0K | 0.01% | −14,297−53.7% | Reduced |
| CWA Asset Management Group, LLC | 12,440 | $927.0K | 0.07% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 12,761 | $951.0K | 0.06% | −1,258−9.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 12,826 | $959.0K | 0.01% | +12,826 | New |
| Guggenheim Capital LLC | 12,902 | $961.0K | 0.01% | +7,301+130.4% | Added |
| Crossmark Global Holdings, Inc. | 13,080 | $974.0K | 0.02% | +9,700+287.0% | Added |
| Ballew Advisors, Inc | 14,201 | $986.0K | 0.69% | +14,201 | New |
| Fort Pitt Capital Group, LLC | 13,303 | $991.0K | 0.04% | −1,277−8.8% | Reduced |
| Central Trust Co | 13,302 | $991.0K | 0.03% | −465−3.4% | Reduced |
| Sawtooth Solutions, LLC | 13,474 | $1.00M | 0.11% | +13,474 | New |
| NN Investment Partners Holdings N.V. | 13,500 | $1.01M | 0.01% | −45,500−77.1% | Reduced |
| Guinness Asset Management LTD | 13,550 | $1.01M | 0.04% | +2,500+22.6% | Added |
| Baker Tilly Wealth Management, LLC | 13,602 | $1.01M | 0.11% | +2,228+19.6% | Added |
| Guardian Investment Management | 13,750 | $1.02M | 0.71% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 13,821 | $1.03M | 0.01% | −60−0.4% | Reduced |
| First Citizens Bank & Trust Co | 13,961 | $1.04M | 0.04% | +13,961 | New |
| Credential Qtrade Securities Inc. | 14,080 | $1.05M | 0.07% | +5,040+55.8% | Added |
| ETF Managers Group, LLC | 14,032 | $1.05M | 0.02% | +666+5.0% | Added |
| Seaport Global Advisors, LLC | 14,148 | $1.05M | 1.45% | +14,148 | New |
| UBP Investment Advisors SA | 14,409 | $1.07M | 0.39% | +14,409 | New |
| Linscomb & Williams, Inc. | 14,379 | $1.07M | 0.05% | −1,800−11.1% | Reduced |
| First National Bank Sioux Falls | 14,958 | $1.11M | 1.19% | +9,652+181.9% | Added |
| Cetera Investment Advisers | 15,095 | $1.13M | 0.02% | +872+6.1% | Added |