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 |
|---|---|---|---|---|---|
| Balentine LLC | 5,707 | $264.0K | 0.01% | −519−8.3% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 5,700 | $264.0K | 0.03% | 00.0% | Unchanged |
| Financial Management Network Inc | 5,730 | $268.0K | 0.14% | +1,550+37.1% | Added |
| Transcend Wealth Collective, LLC | 5,827 | $270.0K | 0.03% | −27−0.5% | Reduced |
| Arlington Financial Advisors, LLC | 5,865 | $271.0K | 0.12% | 00.0% | Unchanged |
| Highland Capital Management Fund Advisors, L.P. | 5,866 | $272.0K | 0.02% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 5,866 | $272.0K | 0.02% | −7−0.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 5,959 | $276.0K | 0.01% | +500+9.2% | Added |
| Lazard Asset Management LLC | 6,000 | $277.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 5,986 | $277.0K | 0.00% | +164+2.8% | Added |
| Fund Management at Engine No. 1 LLC | 5,982 | $277.0K | 0.07% | +1,032+20.8% | Added |
| Northeast Investment Management | 6,000 | $278.0K | 0.02% | 00.0% | Unchanged |
| Family Management Corp | 6,003 | $278.0K | 0.08% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 6,074 | $280.0K | 0.00% | +1,864+44.3% | Added |
| Redpoint Investment Management Pty Ltd | 6,069 | $281.0K | 0.03% | +6,069 | New |
| Samalin Investment Counsel, LLC | 6,097 | $282.0K | 0.20% | +271+4.7% | Added |
| Yousif Capital Management, LLC | 6,115 | $283.0K | 0.00% | −2,115−25.7% | Reduced |
| First Citizens Bank & Trust Co | 6,150 | $284.0K | 0.01% | −5,425−46.9% | Reduced |
| Siemens Fonds Invest GmbH | 6,172 | $286.0K | 0.03% | 00.0% | Unchanged |
| Cigna Investments Inc | 6,192 | $287.0K | 0.06% | +373+6.4% | Added |
| Virtu Financial LLC | 6,264 | $290.0K | 0.02% | −538−7.9% | Reduced |
| CWM, LLC | 6,383 | $295.0K | 0.00% | +3,204+100.8% | Added |
| Gateway Advisory, LLC | 6,425 | $297.0K | 0.13% | +335+5.5% | Added |
| Ieq Capital, LLC | 6,489 | $300.0K | 0.01% | +472+7.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 6,600 | $306.0K | 0.02% | +830+14.4% | Added |
| Global Retirement Partners, LLC | 6,615 | $306.0K | 0.02% | 00.0% | Unchanged |
| Cordasco Financial Network | 6,888 | $319.0K | 0.23% | +16+0.2% | Added |
| Coldstream Capital Management Inc | 6,944 | $322.0K | 0.01% | −84−1.2% | Reduced |
| Regent Investment Management LLC | 7,000 | $324.0K | 0.09% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 7,085 | $328.0K | 0.02% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 7,139 | $330.0K | 0.08% | +20.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 7,139 | $330.0K | 0.11% | +1,173+19.7% | Added |
| Brighton Jones LLC | 7,172 | $332.0K | 0.02% | −65−0.9% | Reduced |
| Jump Financial, LLC | 7,196 | $333.0K | 0.01% | +7,196 | New |
| Diligent Investors, LLC | 7,217 | $334.0K | 0.11% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 7,304 | $338.0K | 0.03% | +300+4.3% | Added |
| Linscomb & Williams, Inc. | 7,515 | $348.0K | 0.02% | −6,874−47.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 7,519 | $349.0K | 0.00% | −658,081−98.9% | Reduced |
| Dakota Wealth Management | 7,531 | $349.0K | 0.03% | −960−11.3% | Reduced |
| Henshaw Capital LLC | 7,572 | $350.5K | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 7,638 | $354.0K | 0.02% | −1,474−16.2% | Reduced |
| Masso Torrence Wealth Management Inc. | 7,797 | $361.0K | 0.32% | +20.0% | Added |
| Sage Rhino Capital LLC | 7,879 | $365.0K | 0.14% | −16−0.2% | Reduced |
| Banque Cantonale Vaudoise | 8,100 | $375.0K | 0.02% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 8,171 | $378.0K | 0.05% | +316+4.0% | Added |
| Corsair Capital Management, L.P. | 8,221 | $381.0K | 0.14% | 00.0% | Unchanged |
| Old National Bancorp | 8,529 | $395.0K | 0.01% | +8,529 | New |
| Parallel Advisors, LLC | 8,578 | $397.0K | 0.02% | −42−0.5% | Reduced |
| American Portfolios Advisors | 8,612 | $398.7K | 0.02% | −30.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,820 | $408.0K | 0.04% | +2,082+30.9% | Added |
| Sawgrass Asset Management LLC | 8,832 | $409.0K | 0.05% | −81−0.9% | Reduced |
| Segment Wealth Management, LLC | 8,850 | $410.0K | 0.05% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 8,850 | $410.0K | 0.05% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 8,968 | $415.0K | 0.03% | +1,180+15.2% | Added |
| Rathbone Brothers plc | 9,000 | $417.0K | 0.00% | 00.0% | Unchanged |
| E&G Advisors, LP | 9,000 | $417.0K | 0.14% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 9,100 | $421.0K | 0.02% | +9,100 | New |
| Caption Management, LLC | 9,200 | $426.0K | 0.04% | +9,200 | New |
| AE Wealth Management LLC | 9,235 | $427.0K | 0.00% | +1,335+16.9% | Added |
| Diversified Trust Co | 9,258 | $429.0K | 0.02% | 00.0% | Unchanged |
| Sciencast Management LP | 7,757 | $429.0K | 0.10% | +7,757 | New |
| Smith Shellnut Wilson LLC | 9,328 | $432.0K | 0.27% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 9,378 | $433.0K | 0.01% | −661−6.6% | Reduced |
| Phocas Financial Corp. | 9,395 | $435.0K | 0.07% | −550−5.5% | Reduced |
| Sawtooth Solutions, LLC | 9,410 | $436.0K | 0.06% | +2,065+28.1% | Added |
| Teza Capital Management LLC | 9,429 | $436.0K | 0.17% | +9,429 | New |
| MAI Capital Management | 9,532 | $441.0K | 0.01% | +145+1.5% | Added |
| Maven Securities LTD | 9,674 | $448.0K | 0.08% | −1,326−12.1% | Reduced |
| ProVise Management Group, LLC | 9,690 | $449.0K | 0.05% | −500−4.9% | Reduced |
| Krilogy Financial LLC | 9,833 | $455.0K | 0.05% | +10.0% | Added |
| Guinness Asset Management LTD | 9,868 | $457.0K | 0.02% | −1,667−14.5% | Reduced |
| Firethorn Wealth Partners, LLC | 8,235 | $457.0K | 0.37% | +19+0.2% | Added |
| Institute for Wealth Management, LLC. | 9,928 | $460.0K | 0.09% | +194+2.0% | Added |
| Fountainhead AM, LLC | 9,998 | $463.0K | 0.25% | −539−5.1% | Reduced |
| Intact Investment Management Inc. | 10,000 | $463.0K | 0.01% | 00.0% | Unchanged |
| GenTrust, LLC | 10,000 | $463.0K | 0.04% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 10,125 | $469.0K | 0.06% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 10,130 | $469.0K | 0.19% | +10.0% | Added |
| First Pacific Advisors, LP | 10,200 | $472.0K | 0.01% | +4,026+65.2% | Added |
| Aries Wealth Management | 10,210 | $473.0K | 0.21% | +10,210 | New |
| Beaumont Financial Partners, LLC | 10,420 | $482.0K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10,474 | $489.0K | 0.02% | +9,372+850.5% | Added |
| Zhang Financial LLC | 10,586 | $490.0K | 0.08% | +345+3.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 10,829 | $501.0K | 0.02% | −3,428−24.0% | Reduced |
| Xponance, Inc. | 10,842 | $502.0K | 0.01% | +4,508+71.2% | Added |
| Bradley Foster & Sargent Inc | 10,866 | $503.0K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 10,863 | $503.0K | 0.03% | +163+1.5% | Added |
| JTC Employer Solutions Trusteee Ltd | 11,119 | $515.0K | 0.07% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 11,143 | $516.0K | 0.04% | −1,523−12.0% | Reduced |
| Spire Wealth Management | 11,313 | $524.0K | 0.02% | −1,415−11.1% | Reduced |
| Wolverine Trading, LLC | 11,174 | $529.0K | 0.02% | −24,630−68.8% | Reduced |
| Silvant Capital Management LLC | 11,466 | $531.0K | 0.13% | −300−2.5% | Reduced |
| Principal Street Partners, LLC | 11,478 | $531.0K | 0.14% | 00.0% | Unchanged |
| Fiduciary Group LLC | 9,400 | $533.0K | 0.07% | 00.0% | Unchanged |
| FORA Capital, LLC | 11,532 | $534.0K | 0.11% | −17,863−60.8% | Reduced |
| Van Eck Associates Corp | 11,678 | $541.0K | 0.00% | −192−1.6% | Reduced |
| Prudential PLC | 11,742 | $544.0K | 0.01% | −219−1.8% | Reduced |
| Kestra Private Wealth Services, LLC | 11,835 | $548.0K | 0.03% | +322+2.8% | Added |
| Beacon Pointe Advisors, LLC | 11,942 | $553.0K | 0.01% | −3,007−20.1% | Reduced |
| Gilbert & Cook, Inc. | 11,942 | $553.0K | 0.10% | +1,138+10.5% | Added |