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, Q2 2022
Institutional positions in KKR & Co. Inc. as of Jun 30, 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
- 732
- −41 vs. Q1 2022
- Shares held
- 455.5M
- +12.7M (+2.9%) vs. Q1 2022
- Total value
- $21.1B
- −$4.81B (−18.6%) vs. Q1 2022
- New holders
- 71
- 269 more added
- Sold out
- 112
- 250 more reduced
13 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 3 | $0 | 0.00% | −41−93.2% | Reduced |
| Investors Research Corp | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 8 | $0 | 0.00% | +8 | New |
| TCI Wealth Advisors, Inc. | 6 | $0 | 0.00% | +6 | New |
| CoreCap Advisors, LLC | 6 | $0 | 0.00% | +6 | New |
| Steward Financial Group LLC | 17 | $0 | 0.00% | +17 | New |
| Oliver Lagore Vanvalin Investment Group | 5 | $0 | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 17 | $787 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 26 | $1.00K | 0.00% | +8+44.4% | Added |
| Insight Financial Services | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 25 | $1.00K | 0.00% | +6+31.6% | Added |
| FinTrust Capital Advisors, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Ronald Blue Trust, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Oxler Private Wealth LLC | 25 | $1.17K | 0.00% | +25 | New |
| Sutton Wealth Advisors Inc. | 33 | $1.53K | 0.00% | +9+37.5% | Added |
| Loomis Sayles & Co L P | 33 | $2.00K | 0.00% | −49−59.8% | Reduced |
| Cribstone Capital Management, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 45 | $2.00K | 0.00% | +45 | New |
| Fieldpoint Private Securities, LLC | 34 | $2.00K | 0.00% | +34 | New |
| Larson Financial Group LLC | 53 | $2.00K | 0.00% | +53 | New |
| Bell Investment Advisors, Inc | 46 | $2.00K | 0.00% | +46 | New |
| Earnest Partners LLC | 59 | $3.00K | 0.00% | −300−83.6% | Reduced |
| Clearstead Advisors, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 72 | $3.00K | 0.00% | +5+7.5% | Added |
| Bellevue Asset Management, LLC | 74 | $3.00K | 0.00% | +3+4.2% | Added |
| Financial Management Professionals, Inc. | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 71 | $3.00K | 0.00% | +71 | New |
| Edge Capital Group, LLC | 71 | $3.00K | 0.00% | +71 | New |
| Exchange Traded Concepts, LLC | 78 | $4.00K | 0.00% | −47−37.6% | Reduced |
| Meeder Asset Management Inc | 77 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 89 | $4.00K | 0.01% | +1+1.1% | Added |
| Lindbrook Capital, LLC | 83 | $4.00K | 0.00% | +83 | New |
| Glen Eagle Advisors, LLC | 100 | $4.63K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 114 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 99 | $5.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 109 | $5.00K | 0.00% | +24+28.2% | Added |
| Central Trust Co | 120 | $6.00K | 0.00% | −5,862−98.0% | Reduced |
| Atticus Wealth Management, LLC | 133 | $6.00K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 125 | $6.00K | 0.01% | −1−0.8% | Reduced |
| Curi Capital | 157 | $7.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 135 | $7.00K | 0.00% | +135 | New |
| Glassman Wealth Services | 164 | $8.00K | 0.00% | +102+164.5% | Added |
| Ameritas Investment Partners, Inc. | 180 | $8.00K | 0.00% | +180 | New |
| Enterprise Trust & Investment Co | 163 | $8.00K | 0.00% | +163 | New |
| Axim Planning & Wealth | 174 | $8.00K | 0.01% | +174 | New |
| Creative Financial Designs Inc | 205 | $9.00K | 0.00% | +1+0.5% | Added |
| Webster Bank, N. A. | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 266 | $12.0K | 0.01% | −1,098−80.5% | Reduced |
| Whittier Trust Co | 253 | $12.0K | 0.00% | +73+40.6% | Added |
| Pinebridge Investments, L.P. | 254 | $12.0K | 0.00% | +154+154.0% | Added |
| PSI Advisors, LLC | 285 | $13.0K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 289 | $13.0K | 0.00% | +159+122.3% | Added |
| Cambridge Trust Co | 300 | $14.0K | 0.00% | −410−57.7% | Reduced |
| Endurance Wealth Management, Inc. | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 299 | $14.0K | 0.00% | +299 | New |
| Covestor Ltd | 324 | $15.0K | 0.01% | +1+0.3% | Added |
| Quadrant Capital Group LLC | 336 | $16.0K | 0.00% | +253+304.8% | Added |
| CVA Family Office, LLC | 370 | $17.0K | 0.00% | −845−69.5% | Reduced |
| Washington Trust Co | 370 | $17.0K | 0.00% | +2+0.5% | Added |
| Pinnacle Bancorp, Inc. | 368 | $17.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 385 | $18.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 398 | $18.0K | 0.00% | +100+33.6% | Added |
| Parkside Financial Bank & Trust | 415 | $19.0K | 0.01% | +8+2.0% | Added |
| Riggs Asset Managment Co. Inc. | 418 | $19.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 452 | $20.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 434 | $20.0K | 0.00% | +5+1.2% | Added |
| Focused Wealth Management, Inc | 446 | $21.0K | 0.00% | −619−58.1% | Reduced |
| Denali Advisors LLC | 500 | $23.0K | 0.01% | −200−28.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $23.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 504 | $23.0K | 0.00% | +4+0.8% | Added |
| Trustcore Financial Services, LLC | 500 | $23.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $23.0K | 0.01% | +500 | New |
| Tradition Wealth Management, LLC | 508 | $24.0K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 530 | $25.0K | 0.01% | −1,103−67.5% | Reduced |
| Institutional & Family Asset Management, LLC | 538 | $25.0K | 0.00% | +1+0.2% | Added |
| Disciplined Investments, LLC | 532 | $25.0K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 568 | $26.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 605 | $28.0K | 0.01% | +59+10.8% | Added |
| Core Alternative Capital | 605 | $28.0K | 0.01% | +390+181.4% | Added |
| Deseret Mutual Benefit Administrators | 595 | $28.0K | 0.01% | +595 | New |
| Howe & Rusling Inc | 650 | $30.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 694 | $32.0K | 0.00% | −3,396−83.0% | Reduced |
| Canton Hathaway, LLC | 800 | $37.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 910 | $42.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 900 | $42.0K | 0.02% | +900 | New |
| SkyView Investment Advisors, LLC | 939 | $43.0K | 0.01% | +939 | New |
| Signaturefd, LLC | 950 | $44.0K | 0.00% | +382+67.3% | Added |
| TSFG, LLC | 974 | $45.0K | 0.02% | −200−17.0% | Reduced |
| Private Trust Co NA | 975 | $45.0K | 0.01% | +975 | New |
| Motco | 1,000 | $46.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,000 | $46.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,000 | $46.0K | 0.00% | +1,000 | New |
| Cutler Group LP | 1,032 | $47.0K | 0.01% | −19,107−94.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,031 | $48.0K | 0.01% | −466−31.1% | Reduced |
| Washington Trust Advisors, Inc. | 1,049 | $49.0K | 0.00% | +39+3.9% | Added |
| Mach-1 Financial Group, Inc. | 1,060 | $49.0K | 0.03% | +1,060 | New |