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 |
|---|---|---|---|---|---|
| Daiwa Securities Group Inc. | 116,094 | $8.65M | 0.05% | +90,805+359.1% | Added |
| Voss Capital, LLC | 115,000 | $8.57M | 2.65% | −15,200−11.7% | Reduced |
| SOL Capital Management CO | 114,890 | $8.56M | 1.55% | −1,750−1.5% | Reduced |
| Mirador Capital Partners LP | 114,608 | $8.54M | 1.80% | +4,561+4.1% | Added |
| MUFG Securities EMEA plc | 114,500 | $8.53M | 0.18% | −263,000−69.7% | Reduced |
| Engineers Gate Manager LP | 113,823 | $8.48M | 0.38% | +60,418+113.1% | Added |
| Itau Unibanco Holding S.A. | 112,498 | $8.41M | 0.29% | +18,363+19.5% | Added |
| City of London Investment Management Co Ltd | 112,345 | $8.37M | 0.47% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 111,874 | $8.34M | 0.23% | +13,350+13.5% | Added |
| Advisor Group Holdings, Inc. | 111,025 | $8.27M | 0.02% | +28,977+35.3% | Added |
| Commonwealth Equity Services, LLC | 107,603 | $8.02M | 0.02% | −2,272−2.1% | Reduced |
| Prudential Financial Inc | 96,886 | $7.86M | 0.01% | −52,398−35.1% | Reduced |
| Menlo Advisors LLC | 105,420 | $7.85M | 3.90% | −6,725−6.0% | Reduced |
| Toronto Dominion Bank | 105,139 | $7.83M | 0.01% | +27,909+36.1% | Added |
| Jeereddi Investments, LP | 105,051 | $7.83M | 7.74% | −8,404−7.4% | Reduced |
| Swiss Life Asset Management Ltd | 101,922 | $7.59M | 0.10% | 00.0% | Unchanged |
| Mariner, LLC | 101,092 | $7.53M | 0.03% | +74,044+273.8% | Added |
| Schwartz Investment Counsel Inc | 100,864 | $7.51M | 0.29% | −100,000−49.8% | Reduced |
| Utah Retirement Systems | 100,800 | $7.51M | 0.09% | +200+0.2% | Added |
| Oregon Public Employees Retirement Fund | 96,717 | $7.21M | 0.08% | −18,757−16.2% | Reduced |
| Alps Advisors Inc | 92,407 | $6.88M | 0.08% | −11,927−11.4% | Reduced |
| Victory Capital Management Inc | 90,958 | $6.78M | 0.01% | −9,297−9.3% | Reduced |
| Texas Yale Capital Corp. | 89,029 | $6.63M | 0.34% | +488+0.6% | Added |
| TD Waterhouse Canada Inc. | 78,222 | $6.57M | 0.06% | +78,222 | New |
| Forsta Ap-Fonden | 87,400 | $6.51M | 0.07% | +8,000+10.1% | Added |
| Grand Jean Capital Management Inc | 87,139 | $6.49M | 1.61% | −10,974−11.2% | Reduced |
| Riverpark Capital Management LLC | 84,962 | $6.33M | 2.28% | −37,562−30.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 83,978 | $6.26M | 0.02% | +52,496+166.7% | Added |
| Wesbanco Bank Inc | 83,504 | $6.22M | 0.22% | +1,434+1.7% | Added |
| Kayne Anderson Capital Advisors LP | 83,188 | $6.20M | 0.19% | 00.0% | Unchanged |
| Equitable Trust Co | 82,782 | $6.17M | 0.38% | −663−0.8% | Reduced |
| Accuvest Global Advisors | 82,669 | $6.16M | 2.70% | +32,362+64.3% | Added |
| Allianz Asset Management GmbH | 82,445 | $6.14M | 0.00% | +58,232+240.5% | Added |
| Old Well Partners, LLC | 81,800 | $6.09M | 3.77% | 00.0% | Unchanged |
| Financial Counselors Inc | 81,110 | $6.04M | 0.12% | −1,852−2.2% | Reduced |
| Beach Investment Counsel Inc | 81,100 | $6.04M | 0.80% | −400−0.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 80,766 | $6.02M | 0.03% | −24,796−23.5% | Reduced |
| Voya Investment Management LLC | 79,394 | $5.92M | 0.01% | −9,625−10.8% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 78,700 | $5.86M | 0.78% | −23,300−22.8% | Reduced |
| Hantz Financial Services, Inc. | 78,635 | $5.86M | 0.17% | −5,835−6.9% | Reduced |
| Gulf International Bank (UK) Ltd | 78,259 | $5.83M | 0.08% | −17,600−18.4% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 77,691 | $5.81M | 0.01% | −7,168−8.4% | Reduced |
| Rational Advisors LLC | 77,500 | $5.77M | 0.35% | +32,500+72.2% | Added |
| Triangle Securities Wealth Management | 76,983 | $5.74M | 1.79% | +808+1.1% | Added |
| Industrial Alliance Investment Management Inc. | 76,660 | $5.71M | 0.13% | +76,660 | New |
| Qube Research & Technologies Ltd | 76,404 | $5.69M | 0.04% | +63,488+491.5% | Added |
| Threadgill Financial, LLC | 75,782 | $5.67M | 3.38% | +44,308+140.8% | Added |
| GoodHaven Capital Management, LLC | 73,725 | $5.49M | 3.21% | 00.0% | Unchanged |
| Clear Street Markets LLC | 73,255 | $5.46M | 0.49% | +15,854+27.6% | Added |
| Coastal Bridge Advisors, LLC | 71,549 | $5.33M | 1.11% | −163−0.2% | Reduced |
| Private Advisor Group, LLC | 69,966 | $5.21M | 0.04% | +33,540+92.1% | Added |
| Public Employees Retirement Association of Colorado | 69,044 | $5.14M | 0.02% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 68,089 | $5.07M | 0.02% | +22,074+48.0% | Added |
| Transform Wealth, LLC | 66,416 | $4.95M | 0.52% | +66,416 | New |
| IFM Investors Pty Ltd | 66,037 | $4.92M | 0.09% | −554−0.8% | Reduced |
| Assenagon Asset Management S.A. | 66,033 | $4.92M | 0.02% | −237,221−78.2% | Reduced |
| Neuberger Berman Group LLC | 66,562 | $4.88M | 0.00% | +2,754+4.3% | Added |
| DuPont Capital Management Corp | 64,694 | $4.82M | 0.17% | −18,815−22.5% | Reduced |
| Cubist Systematic Strategies, LLC | 64,428 | $4.80M | 0.05% | +38,474+148.2% | Added |
| Allspring Global Investments Holdings, LLC | 62,887 | $4.68M | 0.01% | +62,887 | New |
| Teton Advisors, Inc. | 62,500 | $4.66M | 0.67% | −2,500−3.8% | Reduced |
| Colony Group LLC | 62,481 | $4.66M | 0.08% | +335+0.5% | Added |
| Franklin Resources Inc | 62,324 | $4.64M | 0.00% | −639−1.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 62,150 | $4.63M | 0.01% | −4,692−7.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 60,449 | $4.50M | 0.09% | +5,035+9.1% | Added |
| HighTower Advisors, LLC | 60,313 | $4.50M | 0.01% | +14,037+30.3% | Added |
| Tredje AP-fonden | 60,000 | $4.47M | 0.09% | 00.0% | Unchanged |
| Close Asset Management Ltd | 59,184 | $4.41M | 0.16% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 59,098 | $4.40M | 0.13% | −633−1.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 58,918 | $4.39M | 0.49% | +36,857+167.1% | 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 |
| Federation des caisses Desjardins du Quebec | 58,129 | $4.33M | 0.04% | +46,043+381.0% | Added |
| Amalgamated Bank | 58,104 | $4.33M | 0.03% | −3,345−5.4% | Reduced |
| Roosevelt Investment Group LLC | 58,100 | $4.33M | 0.24% | +10,000+20.8% | Added |
| Twin Tree Management, LP | 57,995 | $4.32M | 0.10% | +45,499+364.1% | Added |
| Railway Pension Investments Ltd | 57,300 | $4.27M | 0.03% | +57,300 | New |
| Hennessy Advisors Inc | 57,000 | $4.25M | 0.24% | −2,300−3.9% | Reduced |
| III Capital Management | 56,000 | $4.17M | 0.31% | −1,000−1.8% | Reduced |
| Sierra Capital LLC | 55,653 | $4.15M | 0.62% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 55,591 | $4.14M | 1.64% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 55,338 | $4.12M | 2.31% | +6,149+12.5% | Added |
| Captrust Financial Advisors | 55,117 | $4.11M | 0.03% | −6,354−10.3% | Reduced |
| Baader Bank INC | 54,953 | $4.09M | 0.32% | +54,953 | New |
| Rothschild Investment Corp | 54,752 | $4.08M | 0.32% | −1,990−3.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 53,900 | $4.02M | 0.03% | 00.0% | Unchanged |
| TAP Consulting, LLC | 53,643 | $4.00M | 0.91% | +53,643 | New |
| Cloverfields Capital Group, LP | 53,488 | $3.98M | 1.24% | +4,345+8.8% | Added |
| Proficio Capital Partners LLC | 52,854 | $3.94M | 0.55% | +140.0% | Added |
| Ingalls & Snyder LLC | 51,853 | $3.86M | 0.18% | −2,000−3.7% | Reduced |
| Thrivent Financial for Lutherans | 51,436 | $3.83M | 0.01% | +963+1.9% | Added |
| American Trust Investment Advisors, LLC | 51,275 | $3.82M | 1.90% | −1,035−2.0% | Reduced |
| Avitas Wealth Management LLC | 50,492 | $3.76M | 0.63% | +623+1.2% | Added |
| ProShare Advisors LLC | 50,340 | $3.75M | 0.01% | +130+0.3% | Added |
| Allstate Corp | 50,010 | $3.73M | 0.07% | +38,800+346.1% | Added |
| 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 |
| Cacti Asset Management LLC | 49,130 | $3.66M | 0.29% | −7,500−13.2% | Reduced |
| CIBC Asset Management Inc | 48,832 | $3.64M | 0.01% | +2,280+4.9% | Added |
| Cowen Prime Advisors LLC | 48,600 | $3.62M | 1.23% | −3,200−6.2% | Reduced |