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 |
|---|---|---|---|---|---|
| Evercore Wealth Management, LLC | 2,681 | $200.0K | 0.00% | +2,681 | New |
| TFC Financial Management | 2,550 | $190.0K | 0.06% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 2,509 | $186.0K | 0.00% | +500+24.9% | Added |
| Bessemer Group Inc | 2,344 | $175.0K | 0.00% | −196−7.7% | Reduced |
| Eagle Bay Advisors LLC | 2,300 | $171.0K | 0.11% | −2,700−54.0% | Reduced |
| Fifth Third Bancorp | 2,277 | $170.0K | 0.00% | +647+39.7% | Added |
| Scissortail Wealth Management, LLC | 2,124 | $158.0K | 0.06% | +2,124 | New |
| Concord Wealth Partners | 2,078 | $155.0K | 0.04% | +150+7.8% | Added |
| Edge Wealth Management LLC | 1,900 | $142.0K | 0.03% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,896 | $141.0K | 0.03% | +5+0.3% | Added |
| Quent Capital, LLC | 1,821 | $136.0K | 0.03% | +1,821 | New |
| Capital Analysts, LLC | 1,752 | $131.0K | 0.01% | −736−29.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,748 | $130.0K | 0.02% | −1,245−41.6% | Reduced |
| Tower View Investment Management & Research LLC | 1,750 | $130.0K | 0.07% | −250−12.5% | Reduced |
| Bogart Wealth, LLC | 1,702 | $127.0K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 1,685 | $126.0K | 0.05% | −1,500−47.1% | Reduced |
| Montag A & Associates Inc | 1,679 | $125.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,683 | $125.0K | 0.00% | +1,116+196.8% | Added |
| Arrow Financial Corp | 1,670 | $124.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,633 | $122.0K | 0.03% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,569 | $117.0K | 0.03% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,536 | $114.4K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,519 | $113.0K | 0.01% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,500 | $112.0K | 0.09% | +1,500 | New |
| Centaurus Financial, Inc. | 1,357 | $101.0K | 0.01% | −816−37.6% | Reduced |
| Private Capital Group, LLC | 1,340 | $100.0K | 0.02% | +18+1.4% | Added |
| FourThought Financial, LLC | 1,186 | $88.0K | 0.01% | +467+65.0% | Added |
| Perkins Coie Trust Co | 1,152 | $86.0K | 0.03% | −598−34.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,107 | $82.0K | 0.01% | −1,284−53.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,100 | $82.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,102 | $82.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,064 | $79.0K | 0.01% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 1,059 | $79.0K | 0.01% | +1,059 | New |
| Nomura Holdings Inc | 1,001 | $75.0K | 0.00% | −10,969−91.6% | Reduced |
| Loomis Sayles & Co L P | 1,002 | $75.0K | 0.00% | −1,335−57.1% | Reduced |
| Delta Asset Management LLC | 1,006 | $75.0K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,000 | $75.0K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,000 | $75.0K | 0.00% | +1,000 | New |
| Settian Capital LP | 1,000 | $75.0K | 0.06% | +1,000 | New |
| Carroll Financial Associates, Inc. | 964 | $74.0K | 0.00% | −136−12.4% | Reduced |
| Rosenberg Matthew Hamilton | 993 | $74.0K | 0.03% | +80+8.8% | Added |
| Washington Trust Advisors, Inc. | 974 | $73.0K | 0.00% | +974 | New |
| TSFG, LLC | 924 | $69.0K | 0.02% | +1+0.1% | Added |
| Kistler-Tiffany Companies, LLC | 910 | $68.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 878 | $65.0K | 0.00% | +592+207.0% | Added |
| Pacer Advisors, Inc. | 845 | $63.0K | 0.00% | +845 | New |
| Canton Hathaway, LLC | 800 | $60.0K | 0.02% | 00.0% | Unchanged |
| Howe & Rusling Inc | 650 | $48.0K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 612 | $46.0K | 0.00% | +612 | New |
| BerganKDV Wealth Management, LLC | 600 | $45.0K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 568 | $42.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 545 | $41.0K | 0.01% | +137+33.6% | Added |
| CVA Family Office, LLC | 555 | $41.0K | 0.01% | +555 | New |
| Institutional & Family Asset Management, LLC | 535 | $40.0K | 0.01% | +1+0.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 531 | $40.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 508 | $38.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 500 | $37.3K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 500 | $37.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 500 | $37.0K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 500 | $37.0K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 500 | $37.0K | 0.01% | +500 | New |
| Signaturefd, LLC | 482 | $36.0K | 0.00% | +138+40.1% | Added |
| Ahl Investment Management, Inc. | 470 | $35.0K | 0.03% | +470 | New |
| Massmutual Trust Co FSB | 442 | $33.0K | 0.00% | +4+0.9% | Added |
| SOA Wealth Advisors, LLC. | 452 | $33.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 418 | $31.0K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 400 | $30.0K | 0.01% | −5,800−93.5% | Reduced |
| AllSquare Wealth Management LLC | 400 | $30.0K | 0.02% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 400 | $30.0K | 0.00% | +400 | New |
| Charter Oak Capital Management, LLC | 385 | $29.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 378 | $28.0K | 0.00% | −5−1.3% | Reduced |
| Earnest Partners LLC | 359 | $27.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 368 | $27.0K | 0.01% | +42+12.9% | Added |
| Washington Trust Co | 357 | $27.0K | 0.00% | +259+264.3% | Added |
| NEXT Financial Group, Inc | 315 | $23.0K | 0.00% | +19+6.4% | Added |
| AlphaMark Advisors, LLC | 300 | $22.0K | 0.01% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 300 | $22.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 299 | $22.0K | 0.00% | +299 | New |
| Cambridge Trust Co | 300 | $22.0K | 0.00% | +300 | New |
| PSI Advisors, LLC | 285 | $21.0K | 0.01% | 00.0% | Unchanged |
| Castle Financial & Retirement Planning Associates, Inc. | 306 | $20.0K | 0.07% | +306 | New |
| HM Payson & Co | 252 | $19.0K | 0.00% | +252 | New |
| Bell Investment Advisors, Inc | 239 | $18.0K | 0.00% | +53+28.5% | Added |
| Dark Forest Capital Management LP | 203 | $15.0K | 0.01% | −5−2.4% | Reduced |
| Creative Financial Designs Inc | 203 | $15.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 200 | $15.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 180 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 161 | $12.0K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 157 | $11.0K | 0.00% | +157 | New |
| Exchange Traded Concepts, LLC | 126 | $9.00K | 0.00% | +2+1.6% | Added |
| Islay Capital Management, LLC | 126 | $9.00K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 126 | $9.00K | 0.00% | +126 | New |
| Pittenger & Anderson Inc | 125 | $9.00K | 0.00% | +125 | New |
| HWG Holdings LP | 117 | $9.00K | 0.00% | +117 | New |
| Brewin Dolphin Ltd | 114 | $8.00K | 0.00% | −764−87.0% | Reduced |
| Altshuler Shaham Ltd | 95 | $7.00K | 0.00% | −619−86.7% | Reduced |
| Macroview Investment Management LLC | 88 | $7.00K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 99 | $7.00K | 0.00% | +18+22.2% | Added |
| Missouri Trust & Investment Co | 100 | $7.00K | 0.00% | +100 | New |
| Quadrant Capital Group LLC | 87 | $6.00K | 0.00% | −10−10.3% | Reduced |