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 |
|---|---|---|---|---|---|
| Stonehage Fleming Financial Services Holdings Ltd | 18,950 | $1.42M | 0.04% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 18,800 | $1.40M | 0.05% | −3,100−14.2% | Reduced |
| Seven Post Investment Office LP | 18,700 | $1.39M | 0.38% | 00.0% | Unchanged |
| M&T Bank Corp | 18,257 | $1.36M | 0.01% | −225−1.2% | Reduced |
| 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 |
| SG Americas Securities, LLC | 18,227 | $1.36M | 0.01% | +14,810+433.4% | Added |
| Ar Asset Management Inc | 18,000 | $1.34M | 0.34% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 17,959 | $1.34M | 0.22% | −841−4.5% | Reduced |
| Brown Brothers Harriman & Co | 17,850 | $1.33M | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 21,864 | $1.32M | 0.09% | +1,660+8.2% | Added |
| Roundview Capital LLC | 17,531 | $1.31M | 0.13% | +1,061+6.4% | Added |
| Next Capital Management LLC | 17,483 | $1.30M | 0.90% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 17,375 | $1.29M | 0.10% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 17,167 | $1.28M | 0.18% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 17,106 | $1.27M | 0.41% | −5,000−22.6% | Reduced |
| Baird Financial Group, Inc. | 16,848 | $1.25M | 0.00% | +1,510+9.8% | Added |
| J.W. Cole Advisors, Inc. | 16,607 | $1.24M | 0.08% | +211+1.3% | Added |
| Davenport & Co LLC | 16,557 | $1.23M | 0.01% | +741+4.7% | Added |
| JustInvest LLC | 16,537 | $1.23M | 0.07% | +1,962+13.5% | Added |
| National Asset Management, Inc. | 16,241 | $1.21M | 0.03% | −85−0.5% | Reduced |
| Paradigm Asset Management Co LLC | 16,204 | $1.21M | 0.30% | +1,504+10.2% | Added |
| Kraematon Investment Advisors, Inc | 16,187 | $1.21M | 1.08% | +16,187 | New |
| Professional Financial Advisors, LLC | 16,045 | $1.20M | 0.52% | −801−4.8% | Reduced |
| Welch & Forbes LLC | 15,895 | $1.18M | 0.02% | −4,105−20.5% | Reduced |
| Spire Wealth Management | 15,863 | $1.18M | 0.03% | +1,728+12.2% | Added |
| Bellwether Advisors, LLC | 15,738 | $1.17M | 0.36% | +15,644+16,642.6% | 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 |
| Tower Research Capital LLC (TRC) | 15,595 | $1.16M | 0.02% | +3,086+24.7% | Added |
| Point72 Hong Kong Ltd | 15,537 | $1.16M | 0.10% | +15,537 | New |
| IHT Wealth Management, LLC | 15,323 | $1.14M | 0.08% | 00.0% | Unchanged |
| Virtu Financial LLC | 15,245 | $1.14M | 0.12% | −3,873−20.3% | Reduced |
| Cetera Investment Advisers | 15,095 | $1.13M | 0.02% | +872+6.1% | Added |
| First National Bank Sioux Falls | 14,958 | $1.11M | 1.19% | +9,652+181.9% | Added |
| Linscomb & Williams, Inc. | 14,379 | $1.07M | 0.05% | −1,800−11.1% | Reduced |
| UBP Investment Advisors SA | 14,409 | $1.07M | 0.39% | +14,409 | New |
| Seaport Global Advisors, LLC | 14,148 | $1.05M | 1.45% | +14,148 | New |
| ETF Managers Group, LLC | 14,032 | $1.05M | 0.02% | +666+5.0% | Added |
| Credential Qtrade Securities Inc. | 14,080 | $1.05M | 0.07% | +5,040+55.8% | Added |
| First Citizens Bank & Trust Co | 13,961 | $1.04M | 0.04% | +13,961 | New |
| Douglas Lane & Associates, LLC | 13,821 | $1.03M | 0.01% | −60−0.4% | Reduced |
| Guardian Investment Management | 13,750 | $1.02M | 0.71% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 13,602 | $1.01M | 0.11% | +2,228+19.6% | Added |
| Guinness Asset Management LTD | 13,550 | $1.01M | 0.04% | +2,500+22.6% | Added |
| NN Investment Partners Holdings N.V. | 13,500 | $1.01M | 0.01% | −45,500−77.1% | Reduced |
| Sawtooth Solutions, LLC | 13,474 | $1.00M | 0.11% | +13,474 | 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 |
| Ballew Advisors, Inc | 14,201 | $986.0K | 0.69% | +14,201 | New |
| Crossmark Global Holdings, Inc. | 13,080 | $974.0K | 0.02% | +9,700+287.0% | Added |
| Guggenheim Capital LLC | 12,902 | $961.0K | 0.01% | +7,301+130.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 12,826 | $959.0K | 0.01% | +12,826 | New |
| Great Valley Advisor Group, Inc. | 12,761 | $951.0K | 0.06% | −1,258−9.0% | Reduced |
| CWA Asset Management Group, LLC | 12,440 | $927.0K | 0.07% | 00.0% | Unchanged |
| Capital International Inc | 12,307 | $917.0K | 0.01% | −14,297−53.7% | Reduced |
| Rathbone Brothers plc | 12,275 | $914.0K | 0.01% | −1,125−8.4% | Reduced |
| Stratos Wealth Partners, LTD. | 12,184 | $908.0K | 0.02% | −833−6.4% | Reduced |
| Raymond James Trust N.A. | 12,100 | $901.0K | 0.03% | +392+3.3% | Added |
| Belpointe Asset Management LLC | 12,089 | $900.0K | 0.06% | −2,914−19.4% | Reduced |
| Mission Wealth Management, LP | 12,040 | $897.0K | 0.04% | −176−1.4% | Reduced |
| Fountainhead AM, LLC | 11,971 | $892.0K | 0.39% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 11,928 | $889.0K | 0.21% | −1,722−12.6% | Reduced |
| Bradley Foster & Sargent Inc | 11,860 | $884.0K | 0.02% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 11,766 | $877.0K | 0.15% | 00.0% | Unchanged |
| Krilogy Financial LLC | 11,529 | $859.0K | 0.09% | +1,686+17.1% | Added |
| Curated Wealth Partners LLC | 11,454 | $852.0K | 0.28% | −1,528−11.8% | Reduced |
| American National Registered Investment Advisor, Inc. | 11,275 | $840.0K | 0.28% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 11,235 | $837.0K | 0.04% | +766+7.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 11,119 | $829.0K | 0.10% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 11,098 | $826.8K | 0.01% | +31+0.3% | Added |
| Bokf, NA | 10,943 | $815.0K | 0.01% | +4,559+71.4% | Added |
| Panagora Asset Management Inc | 10,784 | $803.0K | 0.00% | −2,525−19.0% | Reduced |
| 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 |
| Wetherby Asset Management Inc | 10,700 | $797.0K | 0.04% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 10,640 | $793.0K | 0.07% | −465−4.2% | Reduced |
| Systematic Alpha Investments, LLC | 10,600 | $790.0K | 0.04% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 10,504 | $783.0K | 0.22% | 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 |
| Beaumont Financial Partners, LLC | 10,420 | $776.0K | 0.06% | 00.0% | Unchanged |
| Commerce Bank | 10,332 | $770.0K | 0.01% | +2,526+32.4% | Added |
| Beacon Pointe Advisors, LLC | 10,239 | $763.0K | 0.02% | +216+2.2% | 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 |
| 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 |
| Clear Harbor Asset Management, LLC | 10,125 | $754.0K | 0.08% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,084 | $751.0K | 0.05% | +74+0.7% | Added |
| GWM Advisors LLC | 9,969 | $743.0K | 0.01% | +3,644+57.6% | Added |
| Dakota Wealth Management | 9,950 | $741.0K | 0.08% | −87−0.9% | Reduced |
| Pensionfund DSM Netherlands | 9,900 | $738.0K | 0.09% | 00.0% | Unchanged |
| Van Eck Associates Corp | 9,886 | $737.0K | 0.00% | +9,886 | New |
| Yorktown Management & Research Co Inc | 9,700 | $723.0K | 0.49% | 00.0% | Unchanged |
| Capital One Financial Corp | 9,590 | $714.0K | 0.09% | 00.0% | Unchanged |
| Astrantus Ltd | 9,421 | $702.0K | 0.53% | +9,421 | New |
| MAI Capital Management | 9,407 | $701.0K | 0.01% | −20.0% | Reduced |
| 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 |