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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 48,150 | $3.59M | 0.01% | +2,473+5.4% | Added |
| Mercer Global Advisors Inc | 47,865 | $3.57M | 0.02% | +5,886+14.0% | Added |
| National Bank of Canada | 47,860 | $3.55M | 0.01% | +47,860 | New |
| Cresset Asset Management, LLC | 47,680 | $3.55M | 0.03% | +14,645+44.3% | Added |
| Pinnacle Financial Partners Inc | 47,453 | $3.54M | 0.11% | −2,547−5.1% | Reduced |
| Jane Street Group, LLC | 45,804 | $3.41M | 0.01% | +22,647+97.8% | Added |
| Kestra Advisory Services, LLC | 45,674 | $3.40M | 0.03% | −8,588−15.8% | Reduced |
| State of Alaska, Department of Revenue | 45,667 | $3.40M | 0.03% | +125+0.3% | Added |
| Staley Capital Advisers Inc | 45,100 | $3.36M | 0.16% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 45,044 | $3.36M | 2.24% | +45,044 | New |
| Paloma Partners Management Co | 44,292 | $3.30M | 0.10% | +39,468+818.2% | Added |
| Equitable Holdings, Inc. | 44,058 | $3.28M | 0.05% | −1,466−3.2% | Reduced |
| Vontobel Holding Ltd. | 43,614 | $3.26M | 0.03% | −2,830−6.1% | Reduced |
| Guardian Wealth Management, Inc. | 42,573 | $3.17M | 3.05% | +42,573 | New |
| Maryland State Retirement & Pension System | 42,395 | $3.16M | 0.08% | 00.0% | Unchanged |
| Eaton Vance Management | 41,513 | $3.09M | 0.00% | +150.0% | Added |
| Castellan Group, LLC | 41,170 | $3.07M | 2.12% | +6,460+18.6% | Added |
| Achmea Investment Management B.V. | 40,785 | $3.04M | 0.14% | +40,111+5,951.2% | Added |
| High Pointe Capital Management LLC | 40,749 | $3.04M | 2.02% | +4,829+13.4% | Added |
| CIBC Private Wealth Group, LLC | 40,688 | $3.03M | 0.01% | +3,282+8.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 39,890 | $2.98M | 0.04% | +36,121+958.4% | Added |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 40,000 | $2.98M | 0.10% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 39,763 | $2.96M | 0.08% | +3,778+10.5% | Added |
| Zacks Investment Management | 39,277 | $2.93M | 0.04% | +1,122+2.9% | Added |
| Okabena Investment Services Inc | 38,900 | $2.90M | 1.10% | −6,145−13.6% | Reduced |
| Westpac Banking Corp | 38,821 | $2.89M | 0.03% | +443+1.2% | Added |
| Essex Financial Services, Inc. | 38,782 | $2.89M | 0.29% | −5,221−11.9% | 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 |
| Pinnacle Associates Ltd | 38,168 | $2.84M | 0.05% | −106−0.3% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 37,789 | $2.81M | 0.13% | +37,789 | New |
| Oppenheimer Asset Management Inc. | 37,596 | $2.80M | 0.04% | +7,260+23.9% | Added |
| Prime Capital Investment Advisors, LLC | 37,173 | $2.77M | 0.15% | −83−0.2% | Reduced |
| CFM Wealth Partners LLC | 37,405 | $2.75M | 0.61% | +23,073+161.0% | Added |
| Byrne Asset Management LLC | 36,397 | $2.71M | 1.76% | +36,397 | New |
| Spectrum Management Group, LLC | 35,503 | $2.65M | 0.38% | +1,097+3.2% | Added |
| Royce & Associates LP | 35,458 | $2.64M | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 35,405 | $2.63M | 0.05% | +1,318+3.9% | Added |
| Rock Creek Group, LP | 35,000 | $2.61M | 0.39% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 34,760 | $2.59M | 0.23% | −302−0.9% | Reduced |
| Nisa Investment Advisors, LLC | 36,168 | $2.57M | 0.02% | +33,158+1,101.6% | Added |
| Midwest Wealth Management Inc. | 34,271 | $2.55M | 1.60% | +1,542+4.7% | Added |
| Empowered Funds, LLC | 34,120 | $2.54M | 0.29% | +34,120 | New |
| Weiss Multi-Strategy Advisers LLC | 33,875 | $2.52M | 0.06% | +22,959+210.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 33,646 | $2.51M | 0.05% | +115+0.3% | Added |
| First Hawaiian Bank | 33,579 | $2.50M | 0.07% | +27,579+459.7% | Added |
| Point72 Europe (London) LLP | 33,500 | $2.50M | 1.14% | +33,500 | New |
| Creative Planning | 32,684 | $2.44M | 0.00% | −2,221−6.4% | Reduced |
| Blair William & Co | 32,482 | $2.42M | 0.01% | +17,383+115.1% | Added |
| Integrated Advisors Network LLC | 30,896 | $2.30M | 0.14% | +3,189+11.5% | Added |
| Brinker Capital Investments, LLC | 30,530 | $2.27M | 0.03% | +30,530 | New |
| Barr E S & Co | 30,480 | $2.27M | 0.15% | −3,000−9.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 30,341 | $2.26M | 0.00% | +156+0.5% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 29,394 | $2.19M | 0.01% | +29,394 | New |
| Lombard Odier Asset Management (Switzerland) SA | 29,090 | $2.17M | 0.14% | 00.0% | Unchanged |
| 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 |
| Moody National Bank Trust Division | 29,005 | $2.16M | 0.06% | +310+1.1% | Added |
| Sciencast Management LP | 29,216 | $2.13M | 0.37% | +29,216 | 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 |
| CSS LLC | 28,500 | $2.12M | 0.09% | +28,500 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 28,142 | $2.10M | 0.08% | −187,101−86.9% | Reduced |
| Verition Fund Management LLC | 27,993 | $2.09M | 0.03% | −26,591−48.7% | Reduced |
| Schonfeld Strategic Advisors LLC | 27,700 | $2.06M | 0.02% | −528,400−95.0% | Reduced |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 27,442 | $2.05M | 1.48% | 00.0% | Unchanged |
| HAP Trading, LLC | 27,460 | $2.05M | 0.14% | +13,218+92.8% | Added |
| AdvisorShares Investments LLC | 26,641 | $1.99M | 0.24% | +26,641 | New |
| TD Private Client Wealth LLC | 26,483 | $1.97M | 0.08% | −13,742−34.2% | Reduced |
| Greenline Partners, LLC | 26,311 | $1.96M | 0.37% | +182+0.7% | Added |
| Canada Pension Plan Investment Board | 26,278 | $1.96M | 0.00% | −185,222−87.6% | Reduced |
| Chesapeake Wealth Management | 25,610 | $1.91M | 0.64% | +603+2.4% | Added |
| Wolverine Trading, LLC | 25,212 | $1.89M | 0.03% | −9,132−26.6% | Reduced |
| Tarbox Family Office, Inc. | 25,000 | $1.86M | 0.32% | 00.0% | Unchanged |
| Keybank National Association | 24,789 | $1.85M | 0.01% | −1,117−4.3% | Reduced |
| Bray Capital Advisors | 24,753 | $1.84M | 0.45% | +47+0.2% | Added |
| Element Pointe Advisors, LLC | 24,743 | $1.84M | 0.57% | +3,967+19.1% | Added |
| Wealthfront Advisers LLC | 24,639 | $1.84M | 0.01% | +24,639 | New |
| Cross Staff Investments Inc | 24,632 | $1.83M | 1.64% | +24,632 | New |
| Mackenzie Financial Corp | 24,239 | $1.81M | 0.00% | −366−1.5% | Reduced |
| Candriam Luxembourg S.C.A. | 23,799 | $1.77M | 0.01% | −50,834−68.1% | Reduced |
| Independent Advisor Alliance | 23,731 | $1.77M | 0.09% | −314−1.3% | Reduced |
| Quantbot Technologies LP | 23,413 | $1.74M | 0.14% | +23,413 | New |
| Horizon Investments, LLC | 23,358 | $1.74M | 0.05% | +1,420+6.5% | Added |
| Bank Hapoalim BM | 23,121 | $1.72M | 0.17% | −4,831−17.3% | Reduced |
| Ativo Capital Management LLC | 23,079 | $1.72M | 0.76% | −80.0% | Reduced |
| U S Global Investors Inc | 22,900 | $1.71M | 0.06% | +2,400+11.7% | Added |
| Axiom Investment Management LLC | 22,848 | $1.70M | 1.65% | +41+0.2% | Added |
| Kovitz Investment Group Partners, LLC | 41,837 | $1.69M | 0.04% | +6,644+18.9% | Added |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 22,608 | $1.68M | 0.30% | +22,608 | New |
| Leverage Partners Absolute Return Fund SPC | 21,753 | $1.62M | 0.93% | +1,753+8.8% | Added |
| Lee Danner & Bass Inc | 21,600 | $1.61M | 0.14% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 21,379 | $1.59M | 0.01% | −46,784−68.6% | Reduced |
| Oxford Financial Group Ltd | 21,341 | $1.59M | 0.18% | −214−1.0% | Reduced |
| Compagnie Lombard Odier SCmA | 21,315 | $1.59M | 0.03% | +900+4.4% | Added |
| CWM Advisors, LLC | 21,070 | $1.57M | 0.18% | −906−4.1% | Reduced |
| Regions Financial Corp | 20,771 | $1.55M | 0.01% | +1,676+8.8% | Added |
| Ayalon Holdings Ltd. | 20,564 | $1.53M | 0.52% | −10,640−34.1% | Reduced |
| Compton Capital Management Inc | 20,350 | $1.52M | 0.39% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 20,285 | $1.47M | 0.09% | −20,943−50.8% | Reduced |