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, Q1 2022
Institutional positions in KKR & Co. Inc. as of Mar 31, 2022. 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
- 786
- −37 vs. Q4 2021
- Shares held
- 444.2M
- +894.5K (+0.2%) vs. Q4 2021
- Total value
- $26.0B
- −$7.02B (−21.3%) vs. Q4 2021
- New holders
- 89
- 301 more added
- Sold out
- 126
- 250 more reduced
10 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Investors Research Corp | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $994 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 25 | $1.00K | 0.00% | −15,713−99.8% | Reduced |
| Schubert & Co | 19 | $1.00K | 0.00% | −9−32.1% | Reduced |
| Capital Advisors, Ltd. LLC | 18 | $1.00K | 0.00% | +10+125.0% | Added |
| Insight Financial Services | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 25 | $1.00K | 0.00% | +25 | New |
| Sutton Wealth Advisors Inc. | 24 | $1.40K | 0.00% | +3+14.3% | Added |
| Cribstone Capital Management, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 40 | $2.00K | 0.00% | +40 | New |
| Jones Financial Companies LLLP | 44 | $3.00K | 0.00% | −4−8.3% | Reduced |
| Financial Management Professionals, Inc. | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 55 | $3.00K | 0.00% | +55 | New |
| Bellevue Asset Management, LLC | 71 | $4.00K | 0.00% | −3−4.1% | Reduced |
| Clearstead Advisors, LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 62 | $4.00K | 0.00% | −1−1.6% | Reduced |
| Covington Capital Management | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 67 | $4.00K | 0.00% | +18+36.7% | Added |
| Loomis Sayles & Co L P | 82 | $5.00K | 0.00% | −920−91.8% | Reduced |
| Macroview Investment Management LLC | 88 | $5.00K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 83 | $5.00K | 0.00% | −4−4.6% | Reduced |
| AdvisorNet Financial, Inc | 85 | $5.00K | 0.00% | +75+750.0% | Added |
| Meeder Asset Management Inc | 77 | $5.00K | 0.00% | +77 | New |
| Glen Eagle Advisors, LLC | 100 | $5.85K | 0.00% | +100 | New |
| Pinebridge Investments, L.P. | 100 | $6.00K | 0.00% | −300−75.0% | Reduced |
| Wolff Wiese Magana LLC | 99 | $6.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 100 | $6.00K | 0.00% | +100 | New |
| Beaird Harris Wealth Management, LLC | 108 | $6.00K | 0.00% | +108 | New |
| South State Corp. | 126 | $7.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 125 | $7.00K | 0.00% | −1−0.8% | Reduced |
| Islay Capital Management, LLC | 126 | $7.00K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 114 | $7.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 137 | $8.00K | 0.00% | −1,684−92.5% | Reduced |
| Ellevest, Inc. | 131 | $8.00K | 0.00% | +131 | New |
| Syverson Strege & Co | 130 | $8.00K | 0.01% | +130 | New |
| Atticus Wealth Management, LLC | 133 | $8.00K | 0.00% | +133 | New |
| Curi Capital | 157 | $9.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 150 | $9.00K | 0.00% | +150 | New |
| Whittier Trust Co | 180 | $11.0K | 0.00% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 181 | $11.0K | 0.00% | +181 | New |
| Creative Financial Designs Inc | 204 | $12.0K | 0.00% | +1+0.5% | Added |
| Webster Bank, N. A. | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 215 | $13.0K | 0.00% | +186+641.4% | Added |
| PSI Advisors, LLC | 285 | $17.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 298 | $17.0K | 0.00% | +46+18.3% | Added |
| Endurance Wealth Management, Inc. | 300 | $18.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 312 | $18.0K | 0.01% | +312 | New |
| Covestor Ltd | 323 | $19.0K | 0.01% | +289+850.0% | Added |
| Leelyn Smith, LLC | 335 | $20.0K | 0.01% | +335 | New |
| Earnest Partners LLC | 359 | $21.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 368 | $22.0K | 0.00% | +11+3.1% | Added |
| Pinnacle Bancorp, Inc. | 368 | $22.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 400 | $23.0K | 0.00% | −1,352−77.2% | Reduced |
| Charter Oak Capital Management, LLC | 385 | $23.0K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 418 | $24.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 407 | $24.0K | 0.01% | +315+342.4% | Added |
| Massmutual Trust Co FSB | 429 | $25.0K | 0.00% | −13−2.9% | Reduced |
| SOA Wealth Advisors, LLC. | 452 | $26.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 473 | $28.0K | 0.00% | +473 | New |
| BerganKDV Wealth Management, LLC | 500 | $29.0K | 0.00% | −100−16.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $29.0K | 0.00% | −31−5.8% | Reduced |
| Tradewinds Capital Management, LLC | 500 | $29.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 500 | $29.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 500 | $29.0K | 0.01% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 500 | $29.2K | 0.01% | +500 | New |
| Tradition Wealth Management, LLC | 508 | $30.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 537 | $31.0K | 0.00% | +2+0.4% | Added |
| Disciplined Investments, LLC | 532 | $31.0K | 0.01% | +32+6.4% | Added |
| Carolinas Wealth Consulting LLC | 546 | $32.0K | 0.01% | +1+0.2% | Added |
| Arcadia Investment Management Corp | 568 | $33.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 568 | $33.0K | 0.00% | +86+17.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 610 | $36.0K | 0.00% | −2−0.3% | Reduced |
| Howe & Rusling Inc | 650 | $38.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 650 | $38.0K | 0.00% | +650 | New |
| Denali Advisors LLC | 700 | $41.0K | 0.02% | +300+75.0% | Added |
| Cambridge Trust Co | 710 | $42.0K | 0.00% | +410+136.7% | Added |
| Rosenberg Matthew Hamilton | 760 | $44.0K | 0.02% | −233−23.5% | Reduced |
| CenterStar Asset Management, LLC | – | $46.0K | 0.03% | – | New |
| Canton Hathaway, LLC | 800 | $47.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 910 | $53.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 900 | $53.0K | 0.08% | +900 | New |
| Selective Wealth Management, Inc. | 1,000 | $58.0K | 0.02% | 00.0% | Unchanged |
| Motco | 1,000 | $58.0K | 0.00% | +1,000 | New |
| Washington Trust Advisors, Inc. | 1,010 | $59.0K | 0.00% | +36+3.7% | Added |
| Focused Wealth Management, Inc | 1,065 | $62.0K | 0.01% | +1+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 1,100 | $64.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,102 | $64.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 1,122 | $66.0K | 0.01% | +1,122 | New |
| Sound Income Strategies, LLC | 1,141 | $67.0K | 0.01% | +980+608.7% | Added |
| TSFG, LLC | 1,174 | $69.0K | 0.02% | +250+27.1% | Added |
| CVA Family Office, LLC | 1,215 | $71.0K | 0.02% | +660+118.9% | Added |
| Private Capital Group, LLC | 1,364 | $80.0K | 0.02% | +24+1.8% | Added |
| Parkside Investments, LLC | 1,405 | $82.0K | 0.02% | +1,405 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,497 | $88.0K | 0.02% | −251−14.4% | Reduced |
| Sandy Cove Advisors, LLC | 1,500 | $88.0K | 0.07% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,520 | $89.0K | 0.00% | −163−9.7% | Reduced |
| Harbor Investment Advisory, LLC | 1,519 | $89.0K | 0.01% | 00.0% | Unchanged |