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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 11,966 | $554.0K | 0.03% | +4,229+54.7% | Added |
| Mission Wealth Management, LP | 12,030 | $557.0K | 0.03% | −469−3.8% | Reduced |
| MetLife Investment Management | 12,051 | $557.8K | 0.00% | +926+8.3% | Added |
| Fort Pitt Capital Group, LLC | 12,304 | $570.0K | 0.02% | −999−7.5% | Reduced |
| Guggenheim Capital LLC | 12,455 | $577.0K | 0.00% | −4,947−28.4% | Reduced |
| Blair William & Co | 12,650 | $586.0K | 0.00% | −579−4.4% | Reduced |
| Baird Financial Group, Inc. | 12,745 | $590.0K | 0.00% | −159−1.2% | Reduced |
| Yorktown Management & Research Co Inc | 12,860 | $595.0K | 0.77% | +3,160+32.6% | Added |
| CWA Asset Management Group, LLC | 13,246 | $613.0K | 0.06% | +492+3.9% | Added |
| Great Valley Advisor Group, Inc. | 13,312 | $616.0K | 0.03% | −4,094−23.5% | Reduced |
| J.W. Cole Advisors, Inc. | 13,464 | $623.0K | 0.05% | −2,194−14.0% | Reduced |
| Toroso Investments, LLC | 13,459 | $623.0K | 0.02% | +9,586+247.5% | Added |
| Moody National Bank Trust Division | 13,575 | $628.0K | 0.07% | −15,700−53.6% | Reduced |
| Commerce Bank | 13,570 | $628.0K | 0.01% | +60+0.4% | Added |
| Douglas Lane & Associates, LLC | 13,706 | $634.0K | 0.01% | 00.0% | Unchanged |
| Guardian Investment Management | 13,750 | $636.0K | 0.55% | 00.0% | Unchanged |
| Canandaigua National Corp | 13,823 | $640.0K | 0.11% | −895−6.1% | Reduced |
| American Trust | 13,853 | $641.0K | 0.05% | −3,016−17.9% | Reduced |
| First National Bank Sioux Falls | 13,888 | $643.0K | 0.82% | −1,070−7.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 13,987 | $647.0K | 0.06% | +97+0.7% | Added |
| Chemistry Wealth Management LLC | 14,112 | $653.0K | 0.25% | +1,781+14.4% | Added |
| Next Level Private LLC | 14,112 | $653.0K | 0.25% | +14,112 | New |
| UBP Investment Advisors SA | 14,409 | $670.0K | 0.27% | +10,401+259.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 14,626 | $677.0K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 14,731 | $682.0K | 0.05% | +1,790+13.8% | Added |
| Element Pointe Advisors, LLC | 14,895 | $689.0K | 0.29% | −3,502−19.0% | Reduced |
| Bokf, NA | 14,887 | $689.0K | 0.01% | −1,201−7.5% | Reduced |
| SG Americas Securities, LLC | 15,242 | $706.0K | 0.01% | +9,862+183.3% | Added |
| Lansing Street Advisors | 15,301 | $708.0K | 0.55% | +9,101+146.8% | Added |
| D.A. Davidson & Co. | 15,743 | $729.0K | 0.01% | −583−3.6% | Reduced |
| TownSquare Capital, LLC | 15,790 | $731.0K | 0.02% | +4,906+45.1% | Added |
| Kraematon Investment Advisors, Inc | 15,821 | $732.0K | 0.85% | −82−0.5% | Reduced |
| Welch & Forbes LLC | 15,895 | $736.0K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 15,908 | $737.0K | 0.03% | −742−4.5% | Reduced |
| Paradigm Asset Management Co LLC | 16,204 | $750.1K | 0.23% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 16,234 | $751.0K | 0.07% | −145−0.9% | Reduced |
| Davenport & Co LLC | 16,344 | $757.0K | 0.01% | −980−5.7% | Reduced |
| Curated Wealth Partners LLC | 16,406 | $761.0K | 0.22% | +4,952+43.2% | Added |
| Raymond James Trust N.A. | 16,633 | $770.0K | 0.03% | +1,290+8.4% | Added |
| Essex Financial Services, Inc. | 16,983 | $786.0K | 0.09% | −4,984−22.7% | Reduced |
| Cumberland Partners Ltd | 17,000 | $787.0K | 0.08% | +13,500+385.7% | Added |
| Empowered Funds, LLC | 17,061 | $790.0K | 0.10% | −28,998−63.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 17,106 | $792.0K | 0.31% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 17,167 | $795.0K | 0.13% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 17,375 | $804.0K | 0.08% | 00.0% | Unchanged |
| Walleye Trading LLC | 17,417 | $806.0K | 0.02% | +17,417 | New |
| Next Capital Management LLC | 17,503 | $810.0K | 0.60% | +20+0.1% | Added |
| Tower Research Capital LLC (TRC) | 17,691 | $818.0K | 0.02% | −15,929−47.4% | Reduced |
| State of Alaska, Department of Revenue | 17,707 | $819.0K | 0.01% | −24,610−58.2% | Reduced |
| Roundview Capital LLC | 17,734 | $821.0K | 0.10% | −168−0.9% | Reduced |
| Snowden Capital Advisors LLC | 17,971 | $831.0K | 0.04% | −3,709−17.1% | Reduced |
| Ar Asset Management Inc | 18,000 | $833.0K | 0.24% | 00.0% | Unchanged |
| CWM Advisors, LLC | 18,360 | $850.0K | 0.11% | −1,807−9.0% | Reduced |
| Brown Brothers Harriman & Co | 18,400 | $852.0K | 0.01% | −544−2.9% | Reduced |
| Seven Post Investment Office LP | 18,700 | $866.0K | 0.32% | 00.0% | Unchanged |
| Keybank National Association | 18,720 | $867.0K | 0.00% | −4,670−20.0% | Reduced |
| Cetera Investment Advisers | 18,741 | $868.0K | 0.01% | +1,851+11.0% | Added |
| Allstate Corp | 18,960 | $878.0K | 0.03% | +354+1.9% | Added |
| Achmea Investment Management B.V. | 19,149 | $887.0K | 0.03% | −622−3.1% | Reduced |
| Ameritas Advisory Services, LLC | 19,175 | $888.0K | 0.05% | +8,900+86.6% | Added |
| CIBC Private Wealth Group, LLC | 19,268 | $892.0K | 0.00% | −1,135−5.6% | Reduced |
| CIBC World Markets Inc. | 19,372 | $897.0K | 0.00% | +2,016+11.6% | Added |
| Chesapeake Wealth Management | 19,448 | $900.0K | 0.38% | −6,167−24.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 19,705 | $912.0K | 0.12% | +1,400+7.6% | Added |
| Regions Financial Corp | 20,024 | $927.0K | 0.01% | −97−0.5% | Reduced |
| Compton Capital Management Inc | 20,350 | $942.0K | 0.52% | 00.0% | Unchanged |
| Interval Partners, LP | 20,433 | $946.0K | 0.07% | +20,433 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 20,245 | $958.0K | 0.04% | −1,085−5.1% | Reduced |
| Oxford Financial Group Ltd | 21,164 | $980.0K | 0.14% | −177−0.8% | Reduced |
| Western Wealth Management, LLC | 21,358 | $989.0K | 0.06% | −10.0% | Reduced |
| Lee Danner & Bass Inc | 21,400 | $991.0K | 0.10% | −200−0.9% | Reduced |
| Vestcor Inc | 21,634 | $1.00M | 0.04% | +6,607+44.0% | Added |
| Axiom Investment Management LLC | 22,429 | $1.04M | 2.98% | +60+0.3% | Added |
| First Hawaiian Bank | 23,180 | $1.07M | 0.04% | −10,170−30.5% | Reduced |
| Natixis | 23,376 | $1.09M | 0.00% | −225,452−90.6% | Reduced |
| Mercer Global Advisors Inc | 23,490 | $1.09M | 0.01% | −28,599−54.9% | Reduced |
| Estate Counselors, LLC | 23,913 | $1.11M | 0.16% | +23,913 | New |
| Cross Staff Investments Inc | 24,247 | $1.12M | 1.24% | −413−1.7% | Reduced |
| Gotham Asset Management, LLC | 24,704 | $1.14M | 0.04% | +20,693+515.9% | Added |
| Bray Capital Advisors | 24,889 | $1.15M | 0.34% | +70+0.3% | Added |
| Kamunting Street Capital Management, L.P. | 25,000 | $1.16M | 1.89% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 25,270 | $1.17M | 0.35% | +7,870+45.2% | Added |
| GWM Advisors LLC | 25,766 | $1.19M | 0.02% | +3,083+13.6% | Added |
| Group One Trading, L.P. | 25,791 | $1.19M | 0.03% | +25,791 | New |
| Seven Eight Capital, LP | 26,000 | $1.20M | 0.49% | +19,367+292.0% | Added |
| Greenline Partners, LLC | 26,140 | $1.21M | 0.26% | +2,869+12.3% | Added |
| Mackenzie Financial Corp | 26,180 | $1.21M | 0.00% | −11,180−29.9% | Reduced |
| M&T Bank Corp | 26,365 | $1.21M | 0.01% | −150−0.6% | Reduced |
| Pinnacle Associates Ltd | 26,519 | $1.23M | 0.03% | +10.0% | Added |
| MML Investors Services, LLC | 26,599 | $1.23M | 0.01% | −3,349−11.2% | Reduced |
| Duality Advisers, LP | 26,876 | $1.24M | 0.12% | +22+0.1% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 27,442 | $1.26M | 1.13% | 00.0% | Unchanged |
| CenterBook Partners LP | 27,258 | $1.26M | 0.27% | +18,185+200.4% | Added |
| Independent Advisor Alliance | 27,645 | $1.28M | 0.07% | +10,726+63.4% | Added |
| Assetmark, Inc | 28,156 | $1.30M | 0.01% | +12,161+76.0% | Added |
| Chicago Partners Investment Group LLC | 23,508 | $1.30M | 0.09% | +223+1.0% | Added |
| Umb Bank N A | 28,228 | $1.31M | 0.02% | −106,355−79.0% | Reduced |
| Pearl River Capital, LLC | 28,525 | $1.32M | 0.31% | +19,786+226.4% | Added |
| Vontobel Holding Ltd. | 27,904 | $1.32M | 0.01% | −23,056−45.2% | Reduced |
| Byrne Asset Management LLC | 28,806 | $1.33M | 0.98% | −1,906−6.2% | Reduced |