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 |
|---|---|---|---|---|---|
| Whittier Trust Co of Nevada Inc | 1,100 | $51.0K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,194 | $55.0K | 0.02% | −441−27.0% | Reduced |
| Elequin Capital LP | 1,259 | $58.0K | 0.01% | +137+12.2% | Added |
| Sound Income Strategies, LLC | 1,291 | $60.0K | 0.01% | +150+13.1% | Added |
| Professional Financial Advisors, LLC | 1,517 | $70.0K | 0.04% | −14,600−90.6% | Reduced |
| Hoey Investments, Inc | 1,569 | $73.0K | 0.03% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,600 | $74.0K | 0.05% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,670 | $77.0K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 1,685 | $78.0K | 0.04% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,679 | $78.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,745 | $81.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,750 | $81.0K | 0.01% | +1,750 | New |
| Capital Analysts, LLC | 1,758 | $82.0K | 0.01% | +1,358+339.5% | Added |
| Smithfield Trust Co | 1,926 | $89.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,950 | $90.0K | 0.00% | +1,300+200.0% | Added |
| GPS Wealth Strategies Group, LLC | 1,993 | $92.0K | 0.02% | +97+5.1% | Added |
| Concord Wealth Partners | 2,078 | $96.0K | 0.03% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 2,064 | $96.0K | 0.08% | +2,064 | New |
| Eagle Bay Advisors LLC | 2,200 | $101.8K | 0.06% | +2,200 | New |
| SeaCrest Wealth Management, LLC | 2,292 | $106.0K | 0.01% | +2,292 | New |
| Rosenberg Matthew Hamilton | 2,284 | $107.0K | 0.04% | +1,524+200.5% | Added |
| Bessemer Group Inc | 2,400 | $112.0K | 0.00% | +375+18.5% | Added |
| Crewe Advisors LLC | 2,409 | $112.0K | 0.02% | +2,259+1,506.0% | Added |
| Turim 21 Investimentos Ltda. | 2,500 | $116.0K | 0.10% | 00.0% | Unchanged |
| TFC Financial Management | 2,550 | $118.0K | 0.04% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 2,749 | $127.0K | 0.12% | −597−17.8% | Reduced |
| Prospera Financial Services Inc | 2,790 | $129.0K | 0.01% | −780−21.8% | Reduced |
| Nisa Investment Advisors, LLC | 2,810 | $130.0K | 0.00% | −39,855−93.4% | Reduced |
| Hexagon Capital Partners LLC | 2,848 | $132.0K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,873 | $133.0K | 0.00% | +1,211+72.9% | Added |
| Fortis Advisors, LLC | 3,000 | $139.0K | 0.09% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 3,000 | $139.0K | 0.07% | +3,000 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,200 | $148.0K | 0.01% | −500−13.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,309 | $153.0K | 0.09% | +9+0.3% | Added |
| Newbridge Financial Services Group, Inc. | 3,320 | $154.0K | 0.10% | +3+0.1% | Added |
| Edmond de Rothschild Holding S.A. | 3,400 | $157.0K | 0.00% | +3,400 | New |
| Scissortail Wealth Management, LLC | 2,124 | $158.0K | 0.06% | +2,124 | New |
| Harvest Fund Management Co., Ltd | 3,432 | $159.0K | 0.04% | −2,005−36.9% | Reduced |
| FourThought Financial, LLC | 3,446 | $160.0K | 0.02% | +975+39.5% | Added |
| Citizens National Bank Trust Department | 3,555 | $165.0K | 0.05% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 3,976 | $184.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4,348 | $201.0K | 0.03% | −236−5.1% | Reduced |
| Lido Advisors, LLC | 4,393 | $203.0K | 0.00% | +279+6.8% | Added |
| First Bank & Trust | 4,415 | $204.0K | 0.07% | +589+15.4% | Added |
| Sequoia Financial Advisors, LLC | 4,434 | $205.0K | 0.01% | +864+24.2% | Added |
| Game Plan Financial Advisors, LLC | 4,500 | $207.0K | 0.17% | −700−13.5% | Reduced |
| RNC Capital Management LLC | 4,500 | $208.0K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,487 | $208.0K | 0.01% | – | – |
| Cadence Bank NA | 4,518 | $209.0K | 0.07% | +4,518 | New |
| Alpha Cubed Investments, LLC | 4,540 | $210.0K | 0.02% | +190+4.4% | Added |
| RDA Financial Network | 4,629 | $214.0K | 0.11% | −99−2.1% | Reduced |
| Legacy Advisors, LLC | 4,659 | $216.0K | 0.05% | +1,074+30.0% | Added |
| Leonteq Securities AG | 4,671 | $216.2K | 0.01% | +76+1.7% | Added |
| Overbrook Management Corp | 4,700 | $218.0K | 0.06% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 4,711 | $218.0K | 0.05% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 4,700 | $218.0K | 0.10% | 00.0% | Unchanged |
| Urban Wealth Management, LLC | 4,735 | $219.0K | 0.74% | +4,735 | New |
| First City Capital Management, Inc. | 4,750 | $220.0K | 0.14% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 4,750 | $220.0K | 0.01% | +4,750 | New |
| Arkadios Wealth Advisors | 4,780 | $221.0K | 0.03% | −103−2.1% | Reduced |
| TrinityPoint Wealth, LLC | 4,785 | $221.0K | 0.05% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 4,786 | $222.0K | 0.00% | −41,166−89.6% | Reduced |
| Wealthfront Advisers LLC | 4,806 | $222.0K | 0.00% | −25,111−83.9% | Reduced |
| KCM Investment Advisors LLC | 4,800 | $222.0K | 0.01% | −178−3.6% | Reduced |
| Patten Group, Inc. | 4,576 | $223.0K | 0.07% | −225−4.7% | Reduced |
| Eschler Asset Management LLP | 4,815 | $223.0K | 0.45% | +4,815 | New |
| State of Wyoming | 4,844 | $224.0K | 0.14% | −173−3.4% | Reduced |
| Asset Management Corp | 4,836 | $224.0K | 0.17% | +7+0.1% | Added |
| Greenleaf Trust | 4,839 | $224.0K | 0.00% | +1,000+26.0% | Added |
| Seeyond | 4,879 | $225.0K | 0.03% | −98−2.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 4,883 | $226.0K | 0.00% | +4,883 | New |
| Symmetry Partners, LLC | 4,908 | $227.0K | 0.02% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 4,910 | $227.0K | 0.02% | +4,910 | New |
| 9258 Wealth Management, LLC | 4,941 | $229.0K | 0.06% | +127+2.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 4,975 | $230.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 4,985 | $230.0K | 0.01% | +3,465+228.0% | Added |
| Landscape Capital Management, L.L.C. | 4,967 | $230.0K | 0.03% | +4,967 | New |
| Sentinel Trust Co Lba | 5,000 | $231.0K | 0.04% | 00.0% | Unchanged |
| Operose Advisors LLC | 5,000 | $231.0K | 0.16% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 5,002 | $232.0K | 0.02% | −570−10.2% | Reduced |
| Ashfield Capital Partners, LLC | 5,018 | $232.0K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 5,017 | $232.0K | 0.02% | +5+0.1% | Added |
| Fortress Wealth Group, LLC | 5,050 | $234.0K | 0.20% | −646−11.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 5,058 | $234.0K | 0.00% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 5,121 | $237.0K | 0.00% | +5,121 | New |
| Duncker Streett & Co Inc | 5,175 | $240.0K | 0.06% | 00.0% | Unchanged |
| Huntington National Bank | 5,217 | $241.0K | 0.00% | −26−0.5% | Reduced |
| Williams Jones Wealth Management, LLC. | 5,249 | $243.0K | 0.00% | 00.0% | Unchanged |
| Veritable, L.P. | 5,272 | $244.0K | 0.00% | +502+10.5% | Added |
| Glenview Trust Co | 5,314 | $246.0K | 0.01% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 5,363 | $248.0K | 0.03% | −491−8.4% | Reduced |
| Veriti Management LLC | 5,350 | $248.0K | 0.03% | +163+3.1% | Added |
| Arete Wealth Advisors, LLC | 5,366 | $249.0K | 0.03% | +1,206+29.0% | Added |
| PRW Wealth Management LLC | 5,412 | $251.0K | 0.15% | +12+0.2% | Added |
| Capital Planning Advisors, LLC | 5,470 | $253.0K | 0.07% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 5,500 | $255.0K | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 5,530 | $256.0K | 0.05% | −1,801−24.6% | Reduced |
| Good Life Advisors, LLC | 5,567 | $258.0K | 0.04% | 00.0% | Unchanged |
| Kaizen Financial Strategies | 5,589 | $259.0K | 0.26% | +10+0.2% | Added |
| Compagnie Lombard Odier SCmA | 5,650 | $261.0K | 0.01% | −7,665−57.6% | Reduced |