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 |
|---|---|---|---|---|---|
| Krilogy Financial LLC | 9,832 | $575.0K | 0.06% | −1,697−14.7% | Reduced |
| Phocas Financial Corp. | 9,945 | $581.0K | 0.07% | +1,450+17.1% | Added |
| Intact Investment Management Inc. | 10,000 | $585.0K | 0.01% | +1,200+13.6% | Added |
| GenTrust, LLC | 10,000 | $585.0K | 0.04% | +10,000 | New |
| Advisory Services Network, LLC | 10,039 | $587.0K | 0.02% | +2,278+29.4% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 10,129 | $592.0K | 0.20% | +10.0% | Added |
| Clear Harbor Asset Management, LLC | 10,125 | $592.0K | 0.07% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 10,190 | $596.0K | 0.06% | −450−4.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 10,236 | $598.0K | 0.00% | +10,236 | New |
| Zhang Financial LLC | 10,241 | $599.0K | 0.10% | +4,893+91.5% | Added |
| Ameritas Advisory Services, LLC | 10,275 | $601.0K | 0.02% | +3,320+47.7% | Added |
| Panagora Asset Management Inc | 10,325 | $604.0K | 0.00% | −459−4.3% | Reduced |
| Beaumont Financial Partners, LLC | 10,420 | $609.0K | 0.05% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 10,537 | $616.0K | 0.27% | −1,434−12.0% | Reduced |
| Systematic Alpha Investments, LLC | 10,600 | $620.0K | 0.03% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 10,700 | $626.0K | 0.04% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 10,804 | $632.0K | 0.10% | +589+5.8% | Added |
| Bradley Foster & Sargent Inc | 10,866 | $635.0K | 0.01% | −994−8.4% | Reduced |
| TownSquare Capital, LLC | 10,884 | $636.0K | 0.02% | +2,495+29.7% | Added |
| Maven Securities LTD | 11,000 | $643.0K | 0.13% | +11,000 | New |
| JTC Employer Solutions Trusteee Ltd | 11,119 | $650.0K | 0.07% | 00.0% | Unchanged |
| MetLife Investment Management | 11,125 | $650.5K | 0.00% | +11,125 | New |
| American National Registered Investment Advisor, Inc. | 11,275 | $659.0K | 0.24% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 11,478 | $671.0K | 0.15% | −450−3.8% | Reduced |
| Kestra Private Wealth Services, LLC | 11,513 | $673.0K | 0.03% | +278+2.5% | Added |
| Guinness Asset Management LTD | 11,535 | $674.0K | 0.03% | −2,015−14.9% | Reduced |
| First Citizens Bank & Trust Co | 11,575 | $677.0K | 0.03% | −2,386−17.1% | Reduced |
| Silvant Capital Management LLC | 11,766 | $688.0K | 0.13% | 00.0% | Unchanged |
| Van Eck Associates Corp | 11,870 | $694.0K | 0.00% | +1,984+20.1% | Added |
| Prudential PLC | 11,961 | $699.0K | 0.01% | +11,961 | New |
| Chemistry Wealth Management LLC | 12,331 | $721.0K | 0.25% | +12,331 | New |
| Mission Wealth Management, LP | 12,499 | $731.0K | 0.03% | +459+3.8% | Added |
| Moors & Cabot, Inc. | 12,666 | $741.0K | 0.05% | +2,582+25.6% | Added |
| Spire Wealth Management | 12,728 | $744.0K | 0.02% | −3,135−19.8% | Reduced |
| CWA Asset Management Group, LLC | 12,754 | $746.0K | 0.06% | +314+2.5% | Added |
| Baird Financial Group, Inc. | 12,904 | $754.0K | 0.00% | −3,944−23.4% | Reduced |
| Belpointe Asset Management LLC | 12,941 | $757.0K | 0.05% | +852+7.0% | Added |
| Bank Hapoalim BM | 13,047 | $763.0K | 0.08% | −10,074−43.6% | Reduced |
| Blair William & Co | 13,229 | $774.0K | 0.00% | −19,253−59.3% | Reduced |
| Fort Pitt Capital Group, LLC | 13,303 | $778.0K | 0.03% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 13,315 | $779.0K | 0.02% | −8,000−37.5% | Reduced |
| Commerce Bank | 13,510 | $790.0K | 0.01% | +3,178+30.8% | Added |
| Douglas Lane & Associates, LLC | 13,706 | $801.0K | 0.01% | −115−0.8% | Reduced |
| Guardian Investment Management | 13,750 | $803.0K | 0.62% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 13,890 | $812.0K | 0.07% | +6,254+81.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 14,257 | $834.0K | 0.03% | −13,885−49.3% | Reduced |
| Linscomb & Williams, Inc. | 14,389 | $841.0K | 0.04% | +10+0.1% | Added |
| ETF Managers Group, LLC | 14,317 | $849.0K | 0.02% | +285+2.0% | Added |
| Curated Wealth Partners LLC | 11,454 | $852.0K | 0.29% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 14,626 | $855.0K | 0.01% | +1,800+14.0% | Added |
| Canandaigua National Corp | 14,718 | $861.0K | 0.13% | +8,025+119.9% | Added |
| Beacon Pointe Advisors, LLC | 14,949 | $874.0K | 0.01% | +4,710+46.0% | Added |
| First National Bank Sioux Falls | 14,958 | $875.0K | 0.91% | 00.0% | Unchanged |
| Vestcor Inc | 15,027 | $879.0K | 0.03% | +8,551+132.0% | Added |
| Park Avenue Securities LLC | 15,108 | $883.0K | 0.02% | +11,927+374.9% | Added |
| Raymond James Trust N.A. | 15,343 | $898.0K | 0.03% | +3,243+26.8% | Added |
| J.W. Cole Advisors, Inc. | 15,658 | $915.0K | 0.06% | −949−5.7% | Reduced |
| American National Insurance Co | 15,700 | $918.0K | 0.25% | 00.0% | Unchanged |
| Welch & Forbes LLC | 15,895 | $929.0K | 0.01% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 15,903 | $930.0K | 0.88% | −284−1.8% | Reduced |
| Crossmark Global Holdings, Inc. | 15,940 | $932.0K | 0.02% | +2,860+21.9% | Added |
| BlueCrest Capital Management Ltd | 15,972 | $934.0K | 0.08% | −233,426−93.6% | Reduced |
| Assetmark, Inc | 15,995 | $935.0K | 0.00% | +11,298+240.5% | Added |
| Bokf, NA | 16,088 | $941.0K | 0.02% | +5,145+47.0% | Added |
| Professional Financial Advisors, LLC | 16,117 | $942.0K | 0.41% | +72+0.4% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 16,171 | $946.0K | 0.07% | −12,919−44.4% | Reduced |
| Paradigm Asset Management Co LLC | 16,204 | $947.4K | 0.25% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 16,326 | $955.0K | 0.01% | +5,861+56.0% | Added |
| IHT Wealth Management, LLC | 16,379 | $958.0K | 0.07% | +1,056+6.9% | Added |
| National Asset Management, Inc. | 16,650 | $974.0K | 0.03% | +409+2.5% | Added |
| American Trust | 16,869 | $986.0K | 0.07% | −1,392−7.6% | Reduced |
| Cetera Investment Advisers | 16,890 | $988.0K | 0.01% | +1,795+11.9% | Added |
| NN Investment Partners Holdings N.V. | 16,900 | $988.0K | 0.01% | +3,400+25.2% | Added |
| Independent Advisor Alliance | 16,919 | $989.0K | 0.05% | −6,812−28.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 17,106 | $1.00M | 0.34% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 17,167 | $1.00M | 0.13% | 00.0% | Unchanged |
| Davenport & Co LLC | 17,324 | $1.01M | 0.01% | +767+4.6% | Added |
| CIBC World Markets Inc. | 17,356 | $1.01M | 0.00% | −50,733−74.5% | Reduced |
| Franklin Street Advisors Inc | 17,375 | $1.02M | 0.08% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 17,400 | $1.02M | 0.34% | +17,400 | New |
| Guggenheim Capital LLC | 17,402 | $1.02M | 0.01% | +4,500+34.9% | Added |
| Great Valley Advisor Group, Inc. | 17,406 | $1.02M | 0.06% | +4,645+36.4% | Added |
| Next Capital Management LLC | 17,483 | $1.02M | 0.71% | 00.0% | Unchanged |
| Paloma Partners Management Co | 17,536 | $1.02M | 0.08% | −26,756−60.4% | Reduced |
| Roundview Capital LLC | 17,902 | $1.05M | 0.11% | +371+2.1% | Added |
| Ar Asset Management Inc | 18,000 | $1.05M | 0.27% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 18,305 | $1.07M | 0.12% | +4,703+34.6% | Added |
| Ayalon Holdings Ltd. | 18,334 | $1.07M | 0.36% | −2,230−10.8% | Reduced |
| Element Pointe Advisors, LLC | 18,397 | $1.08M | 0.36% | −6,346−25.6% | Reduced |
| Allstate Corp | 18,606 | $1.09M | 0.03% | −31,404−62.8% | Reduced |
| Seven Post Investment Office LP | 18,700 | $1.09M | 0.33% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 18,944 | $1.11M | 0.01% | +1,094+6.1% | Added |
| Achmea Investment Management B.V. | 19,771 | $1.16M | 0.03% | −21,014−51.5% | Reduced |
| HAP Trading, LLC | 19,797 | $1.16M | 0.13% | −7,663−27.9% | Reduced |
| Leverage Partners Absolute Return Fund SPC | 20,000 | $1.17M | 0.83% | −1,753−8.1% | Reduced |
| Regions Financial Corp | 20,121 | $1.18M | 0.01% | −650−3.1% | Reduced |
| Cutler Group LP | 20,139 | $1.18M | 0.11% | +20,139 | New |
| CWM Advisors, LLC | 20,167 | $1.18M | 0.14% | −903−4.3% | Reduced |
| Chicago Partners Investment Group LLC | 23,285 | $1.18M | 0.09% | +1,421+6.5% | Added |
| Compton Capital Management Inc | 20,350 | $1.19M | 0.33% | 00.0% | Unchanged |