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 |
|---|---|---|---|---|---|
| Ashfield Capital Partners, LLC | 5,018 | $293.0K | 0.02% | 00.0% | Unchanged |
| State of Wyoming | 5,017 | $294.0K | 0.15% | −184−3.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 5,058 | $296.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 5,175 | $303.0K | 0.06% | −1,000−16.2% | Reduced |
| Veriti Management LLC | 5,187 | $303.0K | 0.04% | +31+0.6% | Added |
| Game Plan Financial Advisors, LLC | 5,200 | $304.0K | 0.18% | −125−2.3% | Reduced |
| Huntington National Bank | 5,243 | $307.0K | 0.00% | −20.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,249 | $307.0K | 0.00% | −10.0% | Reduced |
| New England Research & Management, Inc. | 5,250 | $307.0K | 0.16% | +5,250 | New |
| Wellington Shields & Co., LLC | 5,300 | $310.0K | 0.10% | 00.0% | Unchanged |
| Glenview Trust Co | 5,314 | $311.0K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 5,337 | $312.0K | 0.03% | +923+20.9% | Added |
| Boston Trust Walden Corp | 5,350 | $313.0K | 0.00% | +5,350 | New |
| SG Americas Securities, LLC | 5,380 | $315.0K | 0.00% | −12,847−70.5% | Reduced |
| PRW Wealth Management LLC | 5,400 | $316.0K | 0.14% | +5,400 | New |
| Harvest Fund Management Co., Ltd | 5,437 | $317.0K | 0.07% | −3,692−40.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 5,459 | $319.0K | 0.01% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 5,470 | $320.0K | 0.07% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 5,500 | $322.0K | 0.03% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 5,567 | $326.0K | 0.04% | −766−12.1% | Reduced |
| Buckingham Strategic Partners | 5,572 | $326.0K | 0.03% | +1,395+33.4% | Added |
| Kaizen Financial Strategies | 5,579 | $326.0K | 0.26% | +1,910+52.1% | Added |
| AIA Group Ltd | 5,639 | $330.0K | 0.01% | +1,837+48.3% | Added |
| Global Retirement Partners, LLC | 6,615 | $331.0K | 0.03% | +6,615 | New |
| Fortress Wealth Group, LLC | 5,696 | $333.0K | 0.26% | −1,115−16.4% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 5,700 | $333.0K | 0.04% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 5,780 | $337.0K | 0.00% | −910−13.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,770 | $337.0K | 0.02% | −470−7.5% | Reduced |
| Oak Thistle LLC | 5,751 | $337.0K | 0.18% | +5,751 | New |
| American International Group, Inc. | 5,822 | $340.0K | 0.00% | −155−2.6% | Reduced |
| Cigna Investments Inc | 5,819 | $340.0K | 0.04% | +1,800+44.8% | Added |
| Samalin Investment Counsel, LLC | 5,826 | $341.0K | 0.21% | −744−11.3% | Reduced |
| Hodges Capital Management Inc. | 5,854 | $342.0K | 0.03% | +9+0.2% | Added |
| Transcend Wealth Collective, LLC | 5,854 | $342.0K | 0.03% | +80+1.4% | Added |
| Steel Peak Wealth Management LLC | 5,873 | $343.0K | 0.02% | −10.0% | Reduced |
| Highland Capital Management Fund Advisors, L.P. | 5,866 | $343.0K | 0.05% | 00.0% | Unchanged |
| Arlington Financial Advisors, LLC | 5,865 | $343.0K | 0.13% | 00.0% | Unchanged |
| Ascent Group, LLC | 5,936 | $347.0K | 0.04% | +1,715+40.6% | Added |
| Telemus Capital, LLC | 5,955 | $348.0K | 0.03% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 5,966 | $349.0K | 0.10% | +925+18.3% | Added |
| Central Trust Co | 5,982 | $350.0K | 0.01% | −7,320−55.0% | Reduced |
| Lazard Asset Management LLC | 6,000 | $350.0K | 0.00% | 00.0% | Unchanged |
| Northeast Investment Management | 6,000 | $351.0K | 0.02% | 00.0% | Unchanged |
| Family Management Corp | 6,003 | $351.0K | 0.10% | 00.0% | Unchanged |
| Simplex Trading, LLC | 6,027 | $352.0K | 0.01% | +5,149+586.4% | Added |
| Ieq Capital, LLC | 6,017 | $352.0K | 0.01% | +6,017 | New |
| Gateway Advisory, LLC | 6,090 | $356.0K | 0.10% | +166+2.8% | Added |
| Lansing Street Advisors | 6,200 | $358.0K | 0.23% | +6,200 | New |
| Siemens Fonds Invest GmbH | 6,172 | $361.0K | 0.03% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 6,174 | $361.0K | 0.00% | 00.0% | Unchanged |
| Balentine LLC | 6,226 | $364.0K | 0.01% | +2,813+82.4% | Added |
| Clearwater Capital Advisors, LLC | 6,290 | $368.0K | 0.04% | +1,010+19.1% | Added |
| Xponance, Inc. | 6,334 | $370.0K | 0.01% | +359+6.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 6,580 | $385.0K | 0.05% | +6,580 | New |
| Seven Eight Capital, LP | 6,633 | $388.0K | 0.05% | +6,633 | New |
| Tokio Marine Asset Management Co Ltd | 6,738 | $394.0K | 0.03% | +730+12.2% | Added |
| Virtu Financial LLC | 6,802 | $398.0K | 0.03% | −8,443−55.4% | Reduced |
| Cordasco Financial Network | 6,872 | $402.0K | 0.26% | +14+0.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,986 | $408.0K | 0.09% | +28+0.4% | Added |
| Regent Investment Management LLC | 7,000 | $409.0K | 0.09% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 7,004 | $410.0K | 0.03% | −20−0.3% | Reduced |
| Coldstream Capital Management Inc | 7,028 | $411.0K | 0.01% | +153+2.2% | Added |
| Integrated Investment Consultants, LLC | 7,083 | $414.0K | 0.12% | −777−9.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 7,085 | $414.0K | 0.02% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 7,137 | $417.0K | 0.08% | −199−2.7% | Reduced |
| Diligent Investors, LLC | 7,217 | $422.0K | 0.12% | +10.0% | Added |
| Brighton Jones LLC | 7,237 | $423.0K | 0.02% | +578+8.7% | Added |
| Sawtooth Solutions, LLC | 7,345 | $429.0K | 0.05% | −6,129−45.5% | Reduced |
| Two Sigma Securities, LLC | 7,331 | $429.0K | 0.06% | +7,331 | New |
| Henshaw Capital LLC | 7,572 | $442.7K | 0.03% | +4,007+112.4% | Added |
| Vestmark Advisory Solutions, Inc. | 7,737 | $452.0K | 0.03% | +2,923+60.7% | Added |
| Mutual Advisors, LLC | 7,788 | $455.0K | 0.03% | −665−7.9% | Reduced |
| Paradigm Financial Partners, LLC | 8,076 | $455.0K | 0.10% | +8,076 | New |
| Masso Torrence Wealth Management Inc. | 7,795 | $456.0K | 0.37% | +10.0% | Added |
| Marks Group Wealth Management, Inc | 7,855 | $459.0K | 0.06% | +382+5.1% | Added |
| Sage Rhino Capital LLC | 7,895 | $462.0K | 0.14% | −2,609−24.8% | Reduced |
| AE Wealth Management LLC | 7,900 | $462.0K | 0.00% | +1,556+24.5% | Added |
| Fiduciary Group LLC | 9,400 | $471.0K | 0.06% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 8,100 | $474.0K | 0.02% | −10,700−56.9% | Reduced |
| Firethorn Wealth Partners, LLC | 8,216 | $480.0K | 0.36% | +18+0.2% | Added |
| Yousif Capital Management, LLC | 8,230 | $481.0K | 0.01% | −630−7.1% | Reduced |
| Corsair Capital Management, L.P. | 8,221 | $481.0K | 0.12% | −305−3.6% | Reduced |
| Dakota Wealth Management | 8,491 | $496.0K | 0.04% | −1,459−14.7% | Reduced |
| American Portfolios Advisors | 8,615 | $503.7K | 0.02% | −15−0.2% | Reduced |
| Parallel Advisors, LLC | 8,620 | $511.0K | 0.02% | +8,242+2,180.4% | Added |
| Pearl River Capital, LLC | 8,739 | $511.0K | 0.14% | +8,739 | New |
| Segment Wealth Management, LLC | 8,850 | $517.0K | 0.05% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 8,850 | $517.0K | 0.05% | 00.0% | Unchanged |
| IBM Retirement Fund | 8,871 | $519.0K | 0.07% | −400−4.3% | Reduced |
| Sawgrass Asset Management LLC | 8,913 | $521.0K | 0.05% | +8,913 | New |
| Rathbone Brothers plc | 9,000 | $526.0K | 0.01% | −3,275−26.7% | Reduced |
| E&G Advisors, LP | 9,000 | $526.0K | 0.14% | 00.0% | Unchanged |
| CenterBook Partners LP | 9,073 | $530.0K | 0.19% | +4,829+113.8% | Added |
| JustInvest LLC | 9,112 | $533.0K | 0.03% | −7,425−44.9% | Reduced |
| Diversified Trust Co | 9,258 | $541.0K | 0.02% | +300+3.3% | Added |
| Smith Shellnut Wilson LLC | 9,328 | $545.0K | 0.29% | 00.0% | Unchanged |
| People's United Financial, Inc. | 9,386 | $549.0K | 0.02% | −1,361−12.7% | Reduced |
| MAI Capital Management | 9,387 | $549.0K | 0.01% | −20−0.2% | Reduced |
| Yorktown Management & Research Co Inc | 9,700 | $567.0K | 0.48% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 9,734 | $569.0K | 0.09% | +342+3.6% | Added |