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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.

Other share classesKKRSKKRTKKR.PD

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.

Institutional holdersQ1 2022: 786 institutions
Q1 2021: 651 institutionsQ2 2021: 704 institutionsQ3 2021: 745 institutionsQ4 2021: 833 institutionsQ1 2022: 786 institutionsQ2 2022: 732 institutionsQ3 2022: 709 institutionsQ4 2022: 730 institutionsQ1 2023: 742 institutionsQ2 2023: 758 institutionsQ3 2023: 792 institutionsQ4 2023: 918 institutionsQ1 2024: 1,033 institutionsQ2 2024: 1,068 institutionsQ3 2024: 1,172 institutionsQ4 2024: 1,324 institutionsQ1 2025: 1,290 institutionsQ2 2025: 1,331 institutionsQ3 2025: 1,377 institutionsQ4 2025: 1,403 institutionsQ1 2026: 1,285 institutionsQ2 2026: 1,284 institutions
Value heldQ1 2022: $26.0B
Q1 2021: $22.1BQ2 2021: $26.5BQ3 2021: $27.1BQ4 2021: $33.1BQ1 2022: $26.0BQ2 2022: $21.1BQ3 2022: $20.2BQ4 2022: $22.1BQ1 2023: $25.2BQ2 2023: $26.8BQ3 2023: $31.1BQ4 2023: $41.8BQ1 2024: $50.8BQ2 2024: $56.4BQ3 2024: $69.3BQ4 2024: $78.9BQ1 2025: $61.8BQ2 2025: $71.4BQ3 2025: $68.9BQ4 2025: $69.3BQ1 2026: $49.0BQ2 2026: $50.2B
Institutions holding KKR and their total value by quarter
QuarterHoldersValue
Q2 20261,284$50.2B
Q1 20261,285$49.0B
Q4 20251,403$69.3B
Q3 20251,377$68.9B
Q2 20251,331$71.4B
Q1 20251,290$61.8B
Q4 20241,324$78.9B
Q3 20241,172$69.3B
Q2 20241,068$56.4B
Q1 20241,033$50.8B
Q4 2023918$41.8B
Q3 2023792$31.1B
Q2 2023758$26.8B
Q1 2023742$25.2B
Q4 2022730$22.1B
Q3 2022709$20.2B
Q2 2022732$21.1B
Q1 2022786$26.0B
Q4 2021833$33.1B
Q3 2021745$27.1B
Q2 2021704$26.5B
Q1 2021651$22.1B

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q4 2021.

Institutions holding KKR in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
9258 Wealth Management, LLC4,814$281.0K0.07%+56+1.2%Added
TrinityPoint Wealth, LLC4,785$280.0K0.05%00.0%Unchanged
Veritable, L.P.4,770$279.0K0.00%−58−1.2%Reduced
First City Capital Management, Inc.4,750$278.0K0.15%00.0%Unchanged
RDA Financial Network4,728$276.0K0.12%−1,317−21.8%Reduced
Overbrook Management Corp4,700$275.0K0.06%−762−14.0%Reduced
Aviance Capital Partners, LLC4,711$275.0K0.05%00.0%Unchanged
Aft, Forsyth & Sober, LLC4,700$275.0K0.11%00.0%Unchanged
Brown Advisory Securities, LLC4,655$273.0K0.16%+30+0.6%Added
Leonteq Securities AG4,595$268.7K0.01%+957+26.3%Added
SRS Capital Advisors, Inc.4,584$268.0K0.04%−327−6.7%Reduced
WealthPLAN Partners, LLC5,252$268.0K0.02%+115+2.2%Added
WealthPlan Investment Management, LLC5,252$268.0K0.02%+5,252New
RNC Capital Management LLC4,500$263.0K0.01%+4,500New
Alpha Cubed Investments, LLC4,350$254.0K0.02%+4,350New
Evergreen Capital Management LLC4,329$253.0K0.01%−63−1.4%Reduced
Mayflower Financial Advisors, LLC4,322$253.0K0.03%+357+9.0%Added
Philadelphia Trust Co4,320$253.0K0.02%+4,320New
Financial Management Network Inc4,180$251.0K0.13%+1,000+31.4%Added
Level Four Advisory Services, LLC4,280$250.0K0.02%+516+13.7%Added
Forum Financial Management, LP–$249.0K0.01%––
Glenmede Trust Co NA4,210$245.0K0.00%+411+10.8%Added
Silvercrest Asset Management Group LLC4,182$245.0K0.00%+1,441+52.6%Added
Arete Wealth Advisors, LLC4,160$243.0K0.02%+4,160New
Sigma Planning Corp4,131$242.0K0.01%−6,009−59.3%Reduced
Change Path, LLC4,140$242.0K0.01%−1,325−24.2%Reduced
Lido Advisors, LLC4,114$240.0K0.00%+4,114New
Proequities, Inc.4,090$239.0K0.02%−1,486−26.6%Reduced
HB Wealth Management, LLC4,086$239.0K0.00%+788+23.9%Added
Financial Architects, Inc4,066$238.0K0.03%−408−9.1%Reduced
MONECO Advisors, LLC4,055$237.0K0.09%00.0%Unchanged
Gotham Asset Management, LLC4,011$235.0K0.01%−2,015−33.4%Reduced
FDx Advisors, Inc.4,000$234.0K0.01%+4,000New
Venture Visionary Partners LLC3,976$232.0K0.02%00.0%Unchanged
Boothbay Fund Management, LLC3,928$230.0K0.01%+3,928New
Toroso Investments, LLC3,873$226.0K0.01%+360+10.2%Added
ASB Consultores, LLC3,824$224.0K0.09%−339−8.1%Reduced
First Bank & Trust3,826$224.0K0.07%+513+15.5%Added
Mount Yale Investment Advisors, LLC3,827$224.0K0.02%+791+26.1%Added
Greenleaf Trust3,839$224.0K0.00%+3,839New
Ade, LLC3,805$222.0K0.21%00.0%Unchanged
Baldwin Investment Management, LLC3,800$222.0K0.06%00.0%Unchanged
Resurgent Financial Advisors LLC3,790$222.0K0.14%+120+3.3%Added
Appleton Partners Inc3,725$218.0K0.02%−100−2.6%Reduced
EP Wealth Advisors, LLC3,723$218.0K0.00%+183+5.2%Added
55I, LLC3,730$218.0K0.01%+266+7.7%Added
Livforsakringsbolaget Skandia, Omsesidigt3,700$216.0K0.01%00.0%Unchanged
CTC Capital Management, LLC3,700$216.0K0.58%+3,700New
We Are One Seven, LLC3,673$215.0K0.02%−1,250−25.4%Reduced
TAGStone Capital, Inc.3,681$215.0K0.18%+10+0.3%Added
XML Financial, LLC3,656$214.0K0.03%+3,656New
Assenagon Asset Management S.A.3,614$211.0K0.00%−62,419−94.5%Reduced
Profund Advisors LLC3,607$211.0K0.01%−476−11.7%Reduced
Legacy Advisors, LLC3,585$210.0K0.04%+3,585New
Prospera Financial Services Inc3,570$209.0K0.01%−509−12.5%Reduced
Sequoia Financial Advisors, LLC3,570$209.0K0.01%+3,570New
Sunbelt Securities, Inc.3,499$208.0K0.04%−1,100−23.9%Reduced
Gitterman Wealth Management, LLC3,551$208.0K0.17%+3,551New
Cumberland Partners Ltd3,500$204.0K0.02%+3,500New
Stratos Wealth Partners, LTD.3,475$203.0K0.00%−8,709−71.5%Reduced
Western Pacific Wealth Management, LP3,346$195.0K0.14%00.0%Unchanged
Newbridge Financial Services Group, Inc.3,317$194.0K0.10%−197−5.6%Reduced
Carmichael Hill & Associates, Inc.3,300$193.0K0.10%−91−2.7%Reduced
CWM, LLC3,179$186.0K0.00%+385+13.8%Added
Citizens National Bank Trust Department3,555$181.0K0.07%00.0%Unchanged
Fortis Advisors, LLC3,000$175.0K0.10%00.0%Unchanged
MUFG Americas Holdings Corp2,883$169.0K0.00%00.0%Unchanged
Hexagon Capital Partners LLC2,848$167.0K0.04%−182−6.0%Reduced
Stelac Advisory Services LLC2,750$161.0K0.06%00.0%Unchanged
Penserra Capital Management LLC2,665$155.0K0.00%+156+6.2%Added
TFC Financial Management2,550$149.0K0.04%00.0%Unchanged
Turim 21 Investimentos Ltda.2,500$146.0K0.06%−2,500−50.0%Reduced
FourThought Financial, LLC2,471$135.0K0.02%+1,285+108.3%Added
Concord Wealth Partners2,078$122.0K0.03%00.0%Unchanged
Bessemer Group Inc2,025$119.0K0.00%−319−13.6%Reduced
Smithfield Trust Co1,926$113.0K0.01%+1,926New
GPS Wealth Strategies Group, LLC1,896$111.0K0.03%00.0%Unchanged
Bogart Wealth, LLC1,745$102.0K0.01%+43+2.5%Added
MBM Wealth Consultants, LLC1,685$99.0K0.04%00.0%Unchanged
Montag A & Associates Inc1,679$98.0K0.01%00.0%Unchanged
Arrow Financial Corp1,670$98.0K0.01%00.0%Unchanged
Fifth Third Bancorp1,662$97.0K0.00%−615−27.0%Reduced
Perkins Coie Trust Co1,635$96.0K0.03%+483+41.9%Added
Arlington Partners LLC1,633$95.0K0.03%00.0%Unchanged
Tower View Investment Management & Research LLC1,600$94.0K0.05%−150−8.6%Reduced
Hoey Investments, Inc1,569$92.0K0.03%00.0%Unchanged
First Horizon Advisors, Inc.1,520$89.0K0.00%−163−9.7%Reduced
Harbor Investment Advisory, LLC1,519$89.0K0.01%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC1,497$88.0K0.02%−251−14.4%Reduced
Sandy Cove Advisors, LLC1,500$88.0K0.07%00.0%Unchanged
Parkside Investments, LLC1,405$82.0K0.02%+1,405New
Private Capital Group, LLC1,364$80.0K0.02%+24+1.8%Added
CVA Family Office, LLC1,215$71.0K0.02%+660+118.9%Added
TSFG, LLC1,174$69.0K0.02%+250+27.1%Added
Sound Income Strategies, LLC1,141$67.0K0.01%+980+608.7%Added
Elequin Capital LP1,122$66.0K0.01%+1,122New
Whittier Trust Co of Nevada Inc1,100$64.0K0.00%00.0%Unchanged
Geneos Wealth Management Inc.1,102$64.0K0.00%00.0%Unchanged
Focused Wealth Management, Inc1,065$62.0K0.01%+1+0.1%Added
Washington Trust Advisors, Inc.1,010$59.0K0.00%+36+3.7%Added