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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 37,173 | $2.77M | 0.15% | −83−0.2% | Reduced |
| Oppenheimer Asset Management Inc. | 37,596 | $2.80M | 0.04% | +7,260+23.9% | Added |
| Kiwi Wealth Investments Limited Partnership | 37,789 | $2.81M | 0.13% | +37,789 | New |
| Pinnacle Associates Ltd | 38,168 | $2.84M | 0.05% | −106−0.3% | Reduced |
| InterOcean Capital Group, LLC | 38,500 | $2.87M | 0.13% | 00.0% | Unchanged |
| Segantii Capital Management Ltd | 38,491 | $2.87M | 0.09% | +38,491 | New |
| Essex Financial Services, Inc. | 38,782 | $2.89M | 0.29% | −5,221−11.9% | Reduced |
| Westpac Banking Corp | 38,821 | $2.89M | 0.03% | +443+1.2% | Added |
| Okabena Investment Services Inc | 38,900 | $2.90M | 1.10% | −6,145−13.6% | Reduced |
| Zacks Investment Management | 39,277 | $2.93M | 0.04% | +1,122+2.9% | Added |
| Elo Mutual Pension Insurance Co | 39,763 | $2.96M | 0.08% | +3,778+10.5% | Added |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 40,000 | $2.98M | 0.10% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 39,890 | $2.98M | 0.04% | +36,121+958.4% | Added |
| CIBC Private Wealth Group, LLC | 40,688 | $3.03M | 0.01% | +3,282+8.8% | Added |
| High Pointe Capital Management LLC | 40,749 | $3.04M | 2.02% | +4,829+13.4% | Added |
| Achmea Investment Management B.V. | 40,785 | $3.04M | 0.14% | +40,111+5,951.2% | Added |
| Castellan Group, LLC | 41,170 | $3.07M | 2.12% | +6,460+18.6% | Added |
| Eaton Vance Management | 41,513 | $3.09M | 0.00% | +150.0% | Added |
| Maryland State Retirement & Pension System | 42,395 | $3.16M | 0.08% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 42,573 | $3.17M | 3.05% | +42,573 | New |
| Vontobel Holding Ltd. | 43,614 | $3.26M | 0.03% | −2,830−6.1% | Reduced |
| Equitable Holdings, Inc. | 44,058 | $3.28M | 0.05% | −1,466−3.2% | Reduced |
| Paloma Partners Management Co | 44,292 | $3.30M | 0.10% | +39,468+818.2% | Added |
| O'Rourke & Company, Inc | 45,044 | $3.36M | 2.24% | +45,044 | New |
| Staley Capital Advisers Inc | 45,100 | $3.36M | 0.16% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 45,667 | $3.40M | 0.03% | +125+0.3% | Added |
| Kestra Advisory Services, LLC | 45,674 | $3.40M | 0.03% | −8,588−15.8% | Reduced |
| Jane Street Group, LLC | 45,804 | $3.41M | 0.01% | +22,647+97.8% | Added |
| Pinnacle Financial Partners Inc | 47,453 | $3.54M | 0.11% | −2,547−5.1% | Reduced |
| Cresset Asset Management, LLC | 47,680 | $3.55M | 0.03% | +14,645+44.3% | Added |
| National Bank of Canada | 47,860 | $3.55M | 0.01% | +47,860 | New |
| Mercer Global Advisors Inc | 47,865 | $3.57M | 0.02% | +5,886+14.0% | Added |
| Janney Montgomery Scott LLC | 48,150 | $3.59M | 0.01% | +2,473+5.4% | Added |
| Cowen Prime Advisors LLC | 48,600 | $3.62M | 1.23% | −3,200−6.2% | Reduced |
| CIBC Asset Management Inc | 48,832 | $3.64M | 0.01% | +2,280+4.9% | Added |
| Cacti Asset Management LLC | 49,130 | $3.66M | 0.29% | −7,500−13.2% | Reduced |
| Chai Trust Co LLC | 50,000 | $3.73M | 0.38% | 00.0% | Unchanged |
| Knott David M Jr | 50,000 | $3.73M | 1.41% | +50,000 | New |
| Allstate Corp | 50,010 | $3.73M | 0.07% | +38,800+346.1% | Added |
| ProShare Advisors LLC | 50,340 | $3.75M | 0.01% | +130+0.3% | Added |
| Avitas Wealth Management LLC | 50,492 | $3.76M | 0.63% | +623+1.2% | Added |
| American Trust Investment Advisors, LLC | 51,275 | $3.82M | 1.90% | −1,035−2.0% | Reduced |
| Thrivent Financial for Lutherans | 51,436 | $3.83M | 0.01% | +963+1.9% | Added |
| Ingalls & Snyder LLC | 51,853 | $3.86M | 0.18% | −2,000−3.7% | Reduced |
| Proficio Capital Partners LLC | 52,854 | $3.94M | 0.55% | +140.0% | Added |
| Cloverfields Capital Group, LP | 53,488 | $3.98M | 1.24% | +4,345+8.8% | Added |
| TAP Consulting, LLC | 53,643 | $4.00M | 0.91% | +53,643 | New |
| ArrowMark Colorado Holdings LLC | 53,900 | $4.02M | 0.03% | 00.0% | Unchanged |
| Rothschild Investment Corp | 54,752 | $4.08M | 0.32% | −1,990−3.5% | Reduced |
| Baader Bank INC | 54,953 | $4.09M | 0.32% | +54,953 | New |
| Captrust Financial Advisors | 55,117 | $4.11M | 0.03% | −6,354−10.3% | Reduced |
| Van Leeuwen & Company, LLC | 55,338 | $4.12M | 2.31% | +6,149+12.5% | Added |
| Waterfront Wealth Inc. | 55,591 | $4.14M | 1.64% | 00.0% | Unchanged |
| Sierra Capital LLC | 55,653 | $4.15M | 0.62% | 00.0% | Unchanged |
| III Capital Management | 56,000 | $4.17M | 0.31% | −1,000−1.8% | Reduced |
| Hennessy Advisors Inc | 57,000 | $4.25M | 0.24% | −2,300−3.9% | Reduced |
| Railway Pension Investments Ltd | 57,300 | $4.27M | 0.03% | +57,300 | New |
| Twin Tree Management, LP | 57,995 | $4.32M | 0.10% | +45,499+364.1% | Added |
| Roosevelt Investment Group LLC | 58,100 | $4.33M | 0.24% | +10,000+20.8% | Added |
| Amalgamated Bank | 58,104 | $4.33M | 0.03% | −3,345−5.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 58,129 | $4.33M | 0.04% | +46,043+381.0% | Added |
| Curbstone Financial Management Corp | 58,850 | $4.38M | 0.78% | −4,600−7.2% | Reduced |
| Nissay Asset Management Corp | 58,839 | $4.38M | 0.03% | +1,131+2.0% | Added |
| Dynamic Technology Lab Private Ltd | 58,918 | $4.39M | 0.49% | +36,857+167.1% | Added |
| Northwest & Ethical Investments L.P. | 59,098 | $4.40M | 0.13% | −633−1.1% | Reduced |
| Close Asset Management Ltd | 59,184 | $4.41M | 0.16% | 00.0% | Unchanged |
| Tredje AP-fonden | 60,000 | $4.47M | 0.09% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 60,313 | $4.50M | 0.01% | +14,037+30.3% | Added |
| Cullen/Frost Bankers, Inc. | 60,449 | $4.50M | 0.09% | +5,035+9.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 62,150 | $4.63M | 0.01% | −4,692−7.0% | Reduced |
| Franklin Resources Inc | 62,324 | $4.64M | 0.00% | −639−1.0% | Reduced |
| Colony Group LLC | 62,481 | $4.66M | 0.08% | +335+0.5% | Added |
| Teton Advisors, Inc. | 62,500 | $4.66M | 0.67% | −2,500−3.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 62,887 | $4.68M | 0.01% | +62,887 | New |
| Cubist Systematic Strategies, LLC | 64,428 | $4.80M | 0.05% | +38,474+148.2% | Added |
| DuPont Capital Management Corp | 64,694 | $4.82M | 0.17% | −18,815−22.5% | Reduced |
| Neuberger Berman Group LLC | 66,562 | $4.88M | 0.00% | +2,754+4.3% | Added |
| Assenagon Asset Management S.A. | 66,033 | $4.92M | 0.02% | −237,221−78.2% | Reduced |
| IFM Investors Pty Ltd | 66,037 | $4.92M | 0.09% | −554−0.8% | Reduced |
| Transform Wealth, LLC | 66,416 | $4.95M | 0.52% | +66,416 | New |
| CIBC World Markets Inc. | 68,089 | $5.07M | 0.02% | +22,074+48.0% | Added |
| Public Employees Retirement Association of Colorado | 69,044 | $5.14M | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 69,966 | $5.21M | 0.04% | +33,540+92.1% | Added |
| Coastal Bridge Advisors, LLC | 71,549 | $5.33M | 1.11% | −163−0.2% | Reduced |
| Clear Street Markets LLC | 73,255 | $5.46M | 0.49% | +15,854+27.6% | Added |
| GoodHaven Capital Management, LLC | 73,725 | $5.49M | 3.21% | 00.0% | Unchanged |
| Threadgill Financial, LLC | 75,782 | $5.67M | 3.38% | +44,308+140.8% | Added |
| Qube Research & Technologies Ltd | 76,404 | $5.69M | 0.04% | +63,488+491.5% | Added |
| Industrial Alliance Investment Management Inc. | 76,660 | $5.71M | 0.13% | +76,660 | New |
| Triangle Securities Wealth Management | 76,983 | $5.74M | 1.79% | +808+1.1% | Added |
| Rational Advisors LLC | 77,500 | $5.77M | 0.35% | +32,500+72.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 77,691 | $5.81M | 0.01% | −7,168−8.4% | Reduced |
| Gulf International Bank (UK) Ltd | 78,259 | $5.83M | 0.08% | −17,600−18.4% | Reduced |
| Hantz Financial Services, Inc. | 78,635 | $5.86M | 0.17% | −5,835−6.9% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 78,700 | $5.86M | 0.78% | −23,300−22.8% | Reduced |
| Voya Investment Management LLC | 79,394 | $5.92M | 0.01% | −9,625−10.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 80,766 | $6.02M | 0.03% | −24,796−23.5% | Reduced |
| Beach Investment Counsel Inc | 81,100 | $6.04M | 0.80% | −400−0.5% | Reduced |
| Financial Counselors Inc | 81,110 | $6.04M | 0.12% | −1,852−2.2% | Reduced |
| Old Well Partners, LLC | 81,800 | $6.09M | 3.77% | 00.0% | Unchanged |