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 |
|---|---|---|---|---|---|
| Smith Shellnut Wilson LLC | 9,328 | $695.0K | 0.34% | 00.0% | Unchanged |
| IBM Retirement Fund | 9,271 | $691.0K | 0.09% | −6,248−40.3% | Reduced |
| Harvest Fund Management Co., Ltd | 9,129 | $683.0K | 0.12% | +5,819+175.8% | Added |
| E&G Advisors, LP | 9,000 | $670.0K | 0.17% | 00.0% | Unchanged |
| Diversified Trust Co | 8,958 | $667.0K | 0.02% | −1,351−13.1% | Reduced |
| Yousif Capital Management, LLC | 8,860 | $660.0K | 0.01% | +8,860 | New |
| Segment Wealth Management, LLC | 8,850 | $659.0K | 0.07% | −600−6.3% | Reduced |
| Principle Wealth Partners LLC | 8,850 | $659.0K | 0.07% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 8,800 | $656.0K | 0.02% | −2,200−20.0% | Reduced |
| American Portfolios Advisors | 8,630 | $643.0K | 0.02% | −2,496−22.4% | Reduced |
| Corsair Capital Management, L.P. | 8,526 | $635.0K | 0.12% | −375−4.2% | Reduced |
| Phocas Financial Corp. | 8,495 | $633.0K | 0.08% | +350+4.3% | Added |
| Stonnington Group, LLC | 8,800 | $631.0K | 0.14% | +1,100+14.3% | Added |
| Mutual Advisors, LLC | 8,453 | $630.0K | 0.03% | +700+9.0% | Added |
| TownSquare Capital, LLC | 8,389 | $625.0K | 0.02% | +8,389 | New |
| Wedbush Securities Inc | 8,352 | $622.0K | 0.03% | −472−5.3% | Reduced |
| First Midwest Bank Trust Division | 8,329 | $621.0K | 0.08% | +3,150+60.8% | Added |
| Firethorn Wealth Partners, LLC | 8,198 | $611.0K | 0.46% | +8,198 | New |
| Forum Financial Management, LP | – | $598.0K | 0.03% | – | New |
| Integrated Investment Consultants, LLC | 7,860 | $586.0K | 0.16% | +2,182+38.4% | Added |
| Masso Torrence Wealth Management Inc. | 7,794 | $581.0K | 0.41% | +7,794 | New |
| Advisory Services Network, LLC | 7,761 | $578.0K | 0.02% | +567+7.9% | Added |
| Seeyond | 7,755 | $577.0K | 0.05% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 7,636 | $568.0K | 0.05% | +7,636 | New |
| Snowden Capital Advisors LLC | 7,548 | $562.0K | 0.03% | +267+3.7% | Added |
| Marks Group Wealth Management, Inc | 7,473 | $557.0K | 0.07% | −768−9.3% | Reduced |
| CoreCap Advisors, LLC | 7,455 | $555.0K | 0.04% | +7,455 | New |
| Moloney Securities Asset Management, LLC | 7,336 | $547.0K | 0.09% | +20.0% | Added |
| Parallax Volatility Advisers, L.P. | 7,322 | $545.0K | 0.01% | +2,268+44.9% | Added |
| Winton Group Ltd | 7,230 | $539.0K | 0.03% | +189+2.7% | Added |
| Diligent Investors, LLC | 7,216 | $538.0K | 0.15% | −3,503−32.7% | Reduced |
| Kingsview Wealth Management, LLC | 7,159 | $533.0K | 0.02% | +421+6.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 7,085 | $528.0K | 0.03% | 00.0% | Unchanged |
| Redpoint Investment Management Pty Ltd | 7,064 | $526.0K | 0.04% | +3,765+114.1% | Added |
| Focus Financial Network, Inc. | 7,052 | $525.4K | 0.08% | +24+0.3% | Added |
| Visionary Wealth Advisors | 7,024 | $523.0K | 0.04% | −100−1.4% | Reduced |
| Regent Investment Management LLC | 7,000 | $522.0K | 0.11% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 6,958 | $518.0K | 0.12% | +6,958 | New |
| Ameritas Advisory Services, LLC | 6,955 | $518.0K | 0.02% | +6,955 | New |
| Coldstream Capital Management Inc | 6,875 | $512.0K | 0.02% | −1,125−14.1% | Reduced |
| Cordasco Financial Network | 6,858 | $511.0K | 0.32% | +11+0.2% | Added |
| Canandaigua National Corp | 6,693 | $499.0K | 0.07% | +6,693 | New |
| Acadian Asset Management LLC | 6,690 | $498.0K | 0.00% | −162,232−96.0% | Reduced |
| Brighton Jones LLC | 6,659 | $496.0K | 0.02% | +107+1.6% | Added |
| Samalin Investment Counsel, LLC | 6,570 | $489.0K | 0.29% | −189−2.8% | Reduced |
| Vestcor Inc | 6,476 | $482.0K | 0.02% | −1,241−16.1% | Reduced |
| AE Wealth Management LLC | 6,344 | $473.0K | 0.00% | +689+12.2% | Added |
| Good Life Advisors, LLC | 6,333 | $472.0K | 0.06% | +766+13.8% | Added |
| Fortress Wealth Group, LLC | 6,811 | $469.0K | 0.35% | +846+14.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,240 | $465.0K | 0.03% | +780+14.3% | Added |
| Siemens Fonds Invest GmbH | 6,172 | $461.0K | 0.03% | +6,172 | New |
| Duncker Streett & Co Inc | 6,175 | $460.0K | 0.08% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 6,174 | $460.0K | 0.01% | 00.0% | Unchanged |
| RDA Financial Network | 6,045 | $450.0K | 0.18% | +103+1.7% | Added |
| Gotham Asset Management, LLC | 6,026 | $449.0K | 0.01% | −1,367−18.5% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,008 | $448.0K | 0.04% | +645+12.0% | Added |
| Regency Capital Management Inc. | 6,000 | $447.0K | 0.28% | −2,000−25.0% | Reduced |
| Northeast Investment Management | 6,000 | $447.0K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 6,000 | $447.0K | 0.00% | 00.0% | Unchanged |
| Family Management Corp | 6,003 | $447.0K | 0.12% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 5,999 | $447.0K | 0.03% | +75+1.3% | Added |
| American International Group, Inc. | 5,977 | $445.0K | 0.00% | −222−3.6% | Reduced |
| Xponance, Inc. | 5,975 | $445.0K | 0.01% | +17+0.3% | Added |
| Telemus Capital, LLC | 5,955 | $444.0K | 0.04% | +2,455+70.1% | Added |
| Laurel Wealth Advisors, Inc. | 5,950 | $443.0K | 0.03% | +190+3.3% | Added |
| Gateway Advisory, LLC | 5,924 | $441.0K | 0.09% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 5,874 | $438.0K | 0.03% | +10.0% | Added |
| Highland Capital Management Fund Advisors, L.P. | 5,866 | $437.0K | 0.06% | 00.0% | Unchanged |
| Arlington Financial Advisors, LLC | 5,865 | $437.0K | 0.15% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 5,845 | $435.0K | 0.03% | +6+0.1% | Added |
| Transcend Wealth Collective, LLC | 5,774 | $430.0K | 0.04% | +60+1.1% | Added |
| Brewin Dolphin Wealth Management Ltd | 5,700 | $425.0K | 0.05% | 00.0% | Unchanged |
| Proequities, Inc. | 5,576 | $415.0K | 0.02% | −648−10.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 5,500 | $410.0K | 0.04% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 5,470 | $408.0K | 0.08% | 00.0% | Unchanged |
| Overbrook Management Corp | 5,462 | $407.0K | 0.08% | −600−9.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 5,459 | $407.0K | 0.01% | +459+9.2% | Added |
| Change Path, LLC | 5,465 | $407.0K | 0.02% | +517+10.4% | Added |
| Zhang Financial LLC | 5,348 | $398.0K | 0.07% | +5,348 | New |
| Game Plan Financial Advisors, LLC | 5,325 | $397.0K | 0.21% | −100−1.8% | Reduced |
| Glenview Trust Co | 5,314 | $396.0K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,300 | $395.0K | 0.08% | 00.0% | Unchanged |
| US Bancorp | 5,290 | $394.0K | 0.00% | +651+14.0% | Added |
| Clearwater Capital Advisors, LLC | 5,280 | $393.0K | 0.04% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 5,250 | $391.0K | 0.00% | +6+0.1% | Added |
| Huntington National Bank | 5,245 | $391.0K | 0.00% | +737+16.3% | Added |
| Schneider Downs Wealth Management Advisors, LP | 5,250 | $391.0K | 0.09% | +5,250 | New |
| State of Wyoming | 5,201 | $387.0K | 0.18% | −1,404−21.3% | Reduced |
| Stratos Wealth Advisors, LLC | 5,177 | $386.0K | 0.03% | +3+0.1% | Added |
| Veriti Management LLC | 5,156 | $384.0K | 0.05% | −23−0.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 5,058 | $377.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 5,041 | $376.0K | 0.11% | +611+13.8% | Added |
| G2 Capital Management, LLC | 5,042 | $376.0K | 0.14% | +5,042 | New |
| Ashfield Capital Partners, LLC | 5,018 | $374.0K | 0.02% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 5,000 | $373.0K | 0.16% | 00.0% | Unchanged |
| Emfo, LLC | 5,000 | $373.0K | 0.33% | 00.0% | Unchanged |
| Operose Advisors LLC | 5,000 | $373.0K | 0.30% | +5,000 | New |
| Dai-Ichi Life Insurance Company, Ltd | 4,975 | $371.0K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 4,923 | $367.0K | 0.04% | +1,406+40.0% | Added |
| WealthPLAN Partners, LLC | 5,137 | $366.0K | 0.02% | −38−0.7% | Reduced |