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 |
|---|---|---|---|---|---|
| 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 |
| American Portfolios Advisors | 8,615 | $503.7K | 0.02% | −15−0.2% | Reduced |
| Dakota Wealth Management | 8,491 | $496.0K | 0.04% | −1,459−14.7% | Reduced |
| 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 |
| Firethorn Wealth Partners, LLC | 8,216 | $480.0K | 0.36% | +18+0.2% | Added |
| Banque Cantonale Vaudoise | 8,100 | $474.0K | 0.02% | −10,700−56.9% | Reduced |
| Fiduciary Group LLC | 9,400 | $471.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| Marks Group Wealth Management, Inc | 7,855 | $459.0K | 0.06% | +382+5.1% | Added |
| Masso Torrence Wealth Management Inc. | 7,795 | $456.0K | 0.37% | +10.0% | 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 |
| Vestmark Advisory Solutions, Inc. | 7,737 | $452.0K | 0.03% | +2,923+60.7% | Added |
| Henshaw Capital LLC | 7,572 | $442.7K | 0.03% | +4,007+112.4% | 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 |
| Brighton Jones LLC | 7,237 | $423.0K | 0.02% | +578+8.7% | Added |
| Diligent Investors, LLC | 7,217 | $422.0K | 0.12% | +10.0% | Added |
| Moloney Securities Asset Management, LLC | 7,137 | $417.0K | 0.08% | −199−2.7% | Reduced |
| 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 |
| Coldstream Capital Management Inc | 7,028 | $411.0K | 0.01% | +153+2.2% | Added |
| Visionary Wealth Advisors | 7,004 | $410.0K | 0.03% | −20−0.3% | Reduced |
| Regent Investment Management LLC | 7,000 | $409.0K | 0.09% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 6,986 | $408.0K | 0.09% | +28+0.4% | Added |
| Cordasco Financial Network | 6,872 | $402.0K | 0.26% | +14+0.2% | Added |
| Virtu Financial LLC | 6,802 | $398.0K | 0.03% | −8,443−55.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 6,738 | $394.0K | 0.03% | +730+12.2% | Added |
| Seven Eight Capital, LP | 6,633 | $388.0K | 0.05% | +6,633 | New |
| Asahi Life Asset Management Co., Ltd. | 6,580 | $385.0K | 0.05% | +6,580 | New |
| Xponance, Inc. | 6,334 | $370.0K | 0.01% | +359+6.0% | Added |
| Clearwater Capital Advisors, LLC | 6,290 | $368.0K | 0.04% | +1,010+19.1% | Added |
| Balentine LLC | 6,226 | $364.0K | 0.01% | +2,813+82.4% | Added |
| 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 |
| Lansing Street Advisors | 6,200 | $358.0K | 0.23% | +6,200 | New |
| Gateway Advisory, LLC | 6,090 | $356.0K | 0.10% | +166+2.8% | Added |
| 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 |
| Northeast Investment Management | 6,000 | $351.0K | 0.02% | 00.0% | Unchanged |
| Family Management Corp | 6,003 | $351.0K | 0.10% | 00.0% | Unchanged |
| 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 |
| Global Wealth Management Investment Advisory, Inc. | 5,966 | $349.0K | 0.10% | +925+18.3% | Added |
| Telemus Capital, LLC | 5,955 | $348.0K | 0.03% | 00.0% | Unchanged |
| Ascent Group, LLC | 5,936 | $347.0K | 0.04% | +1,715+40.6% | 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 |
| 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 |
| Samalin Investment Counsel, LLC | 5,826 | $341.0K | 0.21% | −744−11.3% | Reduced |
| 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 |
| 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 |
| 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 |
| Global Retirement Partners, LLC | 6,615 | $331.0K | 0.03% | +6,615 | New |
| AIA Group Ltd | 5,639 | $330.0K | 0.01% | +1,837+48.3% | Added |
| 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 |
| Edgemoor Investment Advisors, Inc. | 5,500 | $322.0K | 0.03% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 5,470 | $320.0K | 0.07% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 5,459 | $319.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 5,437 | $317.0K | 0.07% | −3,692−40.4% | Reduced |
| PRW Wealth Management LLC | 5,400 | $316.0K | 0.14% | +5,400 | New |
| SG Americas Securities, LLC | 5,380 | $315.0K | 0.00% | −12,847−70.5% | Reduced |
| Boston Trust Walden Corp | 5,350 | $313.0K | 0.00% | +5,350 | New |
| Kovack Advisors, Inc. | 5,337 | $312.0K | 0.03% | +923+20.9% | Added |
| Glenview Trust Co | 5,314 | $311.0K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 5,300 | $310.0K | 0.10% | 00.0% | Unchanged |
| 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 |
| Game Plan Financial Advisors, LLC | 5,200 | $304.0K | 0.18% | −125−2.3% | Reduced |
| 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 |
| Horizon Kinetics Asset Management LLC | 5,058 | $296.0K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 5,017 | $294.0K | 0.15% | −184−3.5% | Reduced |
| Stratos Wealth Advisors, LLC | 5,012 | $293.0K | 0.02% | −165−3.2% | Reduced |
| Ashfield Capital Partners, LLC | 5,018 | $293.0K | 0.02% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 5,000 | $292.0K | 0.21% | −1,000−16.7% | Reduced |
| Operose Advisors LLC | 5,000 | $292.0K | 0.20% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 5,000 | $292.0K | 0.04% | +5,000 | New |
| Seeyond | 4,977 | $291.0K | 0.03% | −2,778−35.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 4,975 | $291.0K | 0.00% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 4,978 | $291.0K | 0.01% | +178+3.7% | Added |
| Campbell & CO Investment Adviser LLC | 4,982 | $291.0K | 0.08% | +4,982 | New |
| Fund Management at Engine No. 1 LLC | 4,950 | $289.0K | 0.07% | +4,950 | New |
| Symmetry Partners, LLC | 4,908 | $287.0K | 0.02% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,883 | $286.0K | 0.04% | +989+25.4% | Added |
| Asset Management Corp | 4,829 | $282.0K | 0.17% | +6+0.1% | Added |
| Laidlaw Wealth Management LLC | 4,830 | $282.0K | 0.05% | +275+6.0% | Added |
| Patten Group, Inc. | 4,801 | $281.0K | 0.08% | +10+0.2% | Added |