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 |
|---|---|---|---|---|---|
| Virtu Financial LLC | 15,245 | $1.14M | 0.12% | −3,873−20.3% | Reduced |
| IHT Wealth Management, LLC | 15,323 | $1.14M | 0.08% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 15,537 | $1.16M | 0.10% | +15,537 | New |
| Tower Research Capital LLC (TRC) | 15,595 | $1.16M | 0.02% | +3,086+24.7% | Added |
| American National Insurance Co | 15,700 | $1.17M | 0.26% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | 15,700 | $1.17M | 0.09% | +8,200+109.3% | Added |
| Bellwether Advisors, LLC | 15,738 | $1.17M | 0.36% | +15,644+16,642.6% | Added |
| Spire Wealth Management | 15,863 | $1.18M | 0.03% | +1,728+12.2% | Added |
| Welch & Forbes LLC | 15,895 | $1.18M | 0.02% | −4,105−20.5% | Reduced |
| Professional Financial Advisors, LLC | 16,045 | $1.20M | 0.52% | −801−4.8% | Reduced |
| Kraematon Investment Advisors, Inc | 16,187 | $1.21M | 1.08% | +16,187 | New |
| Paradigm Asset Management Co LLC | 16,204 | $1.21M | 0.30% | +1,504+10.2% | Added |
| National Asset Management, Inc. | 16,241 | $1.21M | 0.03% | −85−0.5% | Reduced |
| JustInvest LLC | 16,537 | $1.23M | 0.07% | +1,962+13.5% | Added |
| Davenport & Co LLC | 16,557 | $1.23M | 0.01% | +741+4.7% | Added |
| J.W. Cole Advisors, Inc. | 16,607 | $1.24M | 0.08% | +211+1.3% | Added |
| Baird Financial Group, Inc. | 16,848 | $1.25M | 0.00% | +1,510+9.8% | Added |
| Walter & Keenan Financial Consulting Co | 17,106 | $1.27M | 0.41% | −5,000−22.6% | Reduced |
| Southeast Asset Advisors Inc. | 17,167 | $1.28M | 0.18% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 17,375 | $1.29M | 0.10% | 00.0% | Unchanged |
| Next Capital Management LLC | 17,483 | $1.30M | 0.90% | 00.0% | Unchanged |
| Roundview Capital LLC | 17,531 | $1.31M | 0.13% | +1,061+6.4% | Added |
| Chicago Partners Investment Group LLC | 21,864 | $1.32M | 0.09% | +1,660+8.2% | Added |
| Brown Brothers Harriman & Co | 17,850 | $1.33M | 0.01% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 17,959 | $1.34M | 0.22% | −841−4.5% | Reduced |
| Ar Asset Management Inc | 18,000 | $1.34M | 0.34% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 18,227 | $1.36M | 0.01% | +14,810+433.4% | Added |
| MML Investors Services, LLC | 18,254 | $1.36M | 0.01% | +2,864+18.6% | Added |
| American Trust | 18,261 | $1.36M | 0.10% | +18,261 | New |
| M&T Bank Corp | 18,257 | $1.36M | 0.01% | −225−1.2% | Reduced |
| Seven Post Investment Office LP | 18,700 | $1.39M | 0.38% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 18,800 | $1.40M | 0.05% | −3,100−14.2% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 18,950 | $1.42M | 0.04% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 20,285 | $1.47M | 0.09% | −20,943−50.8% | Reduced |
| Compton Capital Management Inc | 20,350 | $1.52M | 0.39% | 00.0% | Unchanged |
| Ayalon Holdings Ltd. | 20,564 | $1.53M | 0.52% | −10,640−34.1% | Reduced |
| Regions Financial Corp | 20,771 | $1.55M | 0.01% | +1,676+8.8% | Added |
| CWM Advisors, LLC | 21,070 | $1.57M | 0.18% | −906−4.1% | Reduced |
| Compagnie Lombard Odier SCmA | 21,315 | $1.59M | 0.03% | +900+4.4% | Added |
| Oxford Financial Group Ltd | 21,341 | $1.59M | 0.18% | −214−1.0% | Reduced |
| Squarepoint Ops LLC | 21,379 | $1.59M | 0.01% | −46,784−68.6% | Reduced |
| Lee Danner & Bass Inc | 21,600 | $1.61M | 0.14% | 00.0% | Unchanged |
| Leverage Partners Absolute Return Fund SPC | 21,753 | $1.62M | 0.93% | +1,753+8.8% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 22,608 | $1.68M | 0.30% | +22,608 | New |
| Kovitz Investment Group Partners, LLC | 41,837 | $1.69M | 0.04% | +6,644+18.9% | Added |
| Axiom Investment Management LLC | 22,848 | $1.70M | 1.65% | +41+0.2% | Added |
| U S Global Investors Inc | 22,900 | $1.71M | 0.06% | +2,400+11.7% | Added |
| Ativo Capital Management LLC | 23,079 | $1.72M | 0.76% | −80.0% | Reduced |
| Bank Hapoalim BM | 23,121 | $1.72M | 0.17% | −4,831−17.3% | Reduced |
| Horizon Investments, LLC | 23,358 | $1.74M | 0.05% | +1,420+6.5% | Added |
| Quantbot Technologies LP | 23,413 | $1.74M | 0.14% | +23,413 | New |
| Independent Advisor Alliance | 23,731 | $1.77M | 0.09% | −314−1.3% | Reduced |
| Candriam Luxembourg S.C.A. | 23,799 | $1.77M | 0.01% | −50,834−68.1% | Reduced |
| Mackenzie Financial Corp | 24,239 | $1.81M | 0.00% | −366−1.5% | Reduced |
| Cross Staff Investments Inc | 24,632 | $1.83M | 1.64% | +24,632 | New |
| Wealthfront Advisers LLC | 24,639 | $1.84M | 0.01% | +24,639 | New |
| Element Pointe Advisors, LLC | 24,743 | $1.84M | 0.57% | +3,967+19.1% | Added |
| Bray Capital Advisors | 24,753 | $1.84M | 0.45% | +47+0.2% | Added |
| Keybank National Association | 24,789 | $1.85M | 0.01% | −1,117−4.3% | Reduced |
| Tarbox Family Office, Inc. | 25,000 | $1.86M | 0.32% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 25,212 | $1.89M | 0.03% | −9,132−26.6% | Reduced |
| Chesapeake Wealth Management | 25,610 | $1.91M | 0.64% | +603+2.4% | Added |
| Canada Pension Plan Investment Board | 26,278 | $1.96M | 0.00% | −185,222−87.6% | Reduced |
| Greenline Partners, LLC | 26,311 | $1.96M | 0.37% | +182+0.7% | Added |
| TD Private Client Wealth LLC | 26,483 | $1.97M | 0.08% | −13,742−34.2% | Reduced |
| AdvisorShares Investments LLC | 26,641 | $1.99M | 0.24% | +26,641 | New |
| HAP Trading, LLC | 27,460 | $2.05M | 0.14% | +13,218+92.8% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 27,442 | $2.05M | 1.48% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 27,700 | $2.06M | 0.02% | −528,400−95.0% | Reduced |
| Verition Fund Management LLC | 27,993 | $2.09M | 0.03% | −26,591−48.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 28,142 | $2.10M | 0.08% | −187,101−86.9% | Reduced |
| CSS LLC | 28,500 | $2.12M | 0.09% | +28,500 | New |
| Cetera Advisor Networks LLC | 28,542 | $2.13M | 0.03% | −405−1.4% | Reduced |
| Nordea Investment Management AB | 28,603 | $2.13M | 0.00% | +1,326+4.9% | Added |
| Sciencast Management LP | 29,216 | $2.13M | 0.37% | +29,216 | New |
| Moody National Bank Trust Division | 29,005 | $2.16M | 0.06% | +310+1.1% | Added |
| Steward Partners Investment Advisory, LLC | 29,074 | $2.17M | 0.03% | +521+1.8% | Added |
| Umb Bank N A | 29,064 | $2.17M | 0.03% | +29,064 | New |
| Lombard Odier Asset Management (Switzerland) SA | 29,090 | $2.17M | 0.14% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 29,394 | $2.19M | 0.01% | +29,394 | New |
| Mirae Asset Global Investments Co., Ltd. | 30,341 | $2.26M | 0.00% | +156+0.5% | Added |
| Barr E S & Co | 30,480 | $2.27M | 0.15% | −3,000−9.0% | Reduced |
| Brinker Capital Investments, LLC | 30,530 | $2.27M | 0.03% | +30,530 | New |
| Integrated Advisors Network LLC | 30,896 | $2.30M | 0.14% | +3,189+11.5% | Added |
| Blair William & Co | 32,482 | $2.42M | 0.01% | +17,383+115.1% | Added |
| Creative Planning | 32,684 | $2.44M | 0.00% | −2,221−6.4% | Reduced |
| Point72 Europe (London) LLP | 33,500 | $2.50M | 1.14% | +33,500 | New |
| First Hawaiian Bank | 33,579 | $2.50M | 0.07% | +27,579+459.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 33,646 | $2.51M | 0.05% | +115+0.3% | Added |
| Weiss Multi-Strategy Advisers LLC | 33,875 | $2.52M | 0.06% | +22,959+210.3% | Added |
| Empowered Funds, LLC | 34,120 | $2.54M | 0.29% | +34,120 | New |
| Midwest Wealth Management Inc. | 34,271 | $2.55M | 1.60% | +1,542+4.7% | Added |
| Nisa Investment Advisors, LLC | 36,168 | $2.57M | 0.02% | +33,158+1,101.6% | Added |
| McKinley Capital Management LLC /Delaware | 34,760 | $2.59M | 0.23% | −302−0.9% | Reduced |
| Rock Creek Group, LP | 35,000 | $2.61M | 0.39% | 00.0% | Unchanged |
| IFP Advisors, Inc | 35,405 | $2.63M | 0.05% | +1,318+3.9% | Added |
| Royce & Associates LP | 35,458 | $2.64M | 0.02% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 35,503 | $2.65M | 0.38% | +1,097+3.2% | Added |
| Byrne Asset Management LLC | 36,397 | $2.71M | 1.76% | +36,397 | New |
| CFM Wealth Partners LLC | 37,405 | $2.75M | 0.61% | +23,073+161.0% | Added |