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 |
|---|---|---|---|---|---|
| Kraematon Investment Advisors, Inc | 15,821 | $732.0K | 0.85% | −82−0.5% | Reduced |
| TownSquare Capital, LLC | 15,790 | $731.0K | 0.02% | +4,906+45.1% | Added |
| D.A. Davidson & Co. | 15,743 | $729.0K | 0.01% | −583−3.6% | Reduced |
| Lansing Street Advisors | 15,301 | $708.0K | 0.55% | +9,101+146.8% | Added |
| SG Americas Securities, LLC | 15,242 | $706.0K | 0.01% | +9,862+183.3% | 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 |
| Belpointe Asset Management LLC | 14,731 | $682.0K | 0.05% | +1,790+13.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 14,626 | $677.0K | 0.01% | 00.0% | Unchanged |
| UBP Investment Advisors SA | 14,409 | $670.0K | 0.27% | +10,401+259.5% | 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 |
| Robertson Stephens Wealth Management, LLC | 13,987 | $647.0K | 0.06% | +97+0.7% | Added |
| First National Bank Sioux Falls | 13,888 | $643.0K | 0.82% | −1,070−7.2% | Reduced |
| American Trust | 13,853 | $641.0K | 0.05% | −3,016−17.9% | Reduced |
| Canandaigua National Corp | 13,823 | $640.0K | 0.11% | −895−6.1% | Reduced |
| Guardian Investment Management | 13,750 | $636.0K | 0.55% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 13,706 | $634.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| 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 |
| Great Valley Advisor Group, Inc. | 13,312 | $616.0K | 0.03% | −4,094−23.5% | Reduced |
| CWA Asset Management Group, LLC | 13,246 | $613.0K | 0.06% | +492+3.9% | Added |
| Yorktown Management & Research Co Inc | 12,860 | $595.0K | 0.77% | +3,160+32.6% | Added |
| Baird Financial Group, Inc. | 12,745 | $590.0K | 0.00% | −159−1.2% | Reduced |
| Blair William & Co | 12,650 | $586.0K | 0.00% | −579−4.4% | Reduced |
| Guggenheim Capital LLC | 12,455 | $577.0K | 0.00% | −4,947−28.4% | Reduced |
| Fort Pitt Capital Group, LLC | 12,304 | $570.0K | 0.02% | −999−7.5% | Reduced |
| MetLife Investment Management | 12,051 | $557.8K | 0.00% | +926+8.3% | Added |
| Mission Wealth Management, LP | 12,030 | $557.0K | 0.03% | −469−3.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 11,966 | $554.0K | 0.03% | +4,229+54.7% | 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 |
| Kestra Private Wealth Services, LLC | 11,835 | $548.0K | 0.03% | +322+2.8% | Added |
| Prudential PLC | 11,742 | $544.0K | 0.01% | −219−1.8% | Reduced |
| Van Eck Associates Corp | 11,678 | $541.0K | 0.00% | −192−1.6% | Reduced |
| FORA Capital, LLC | 11,532 | $534.0K | 0.11% | −17,863−60.8% | Reduced |
| Fiduciary Group LLC | 9,400 | $533.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| Wolverine Trading, LLC | 11,174 | $529.0K | 0.02% | −24,630−68.8% | Reduced |
| Spire Wealth Management | 11,313 | $524.0K | 0.02% | −1,415−11.1% | Reduced |
| Moors & Cabot, Inc. | 11,143 | $516.0K | 0.04% | −1,523−12.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 11,119 | $515.0K | 0.07% | 00.0% | Unchanged |
| 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 |
| Xponance, Inc. | 10,842 | $502.0K | 0.01% | +4,508+71.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 10,829 | $501.0K | 0.02% | −3,428−24.0% | Reduced |
| Zhang Financial LLC | 10,586 | $490.0K | 0.08% | +345+3.4% | Added |
| Geneos Wealth Management Inc. | 10,474 | $489.0K | 0.02% | +9,372+850.5% | Added |
| Beaumont Financial Partners, LLC | 10,420 | $482.0K | 0.04% | 00.0% | Unchanged |
| Aries Wealth Management | 10,210 | $473.0K | 0.21% | +10,210 | New |
| First Pacific Advisors, LP | 10,200 | $472.0K | 0.01% | +4,026+65.2% | Added |
| 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 |
| 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 |
| Institute for Wealth Management, LLC. | 9,928 | $460.0K | 0.09% | +194+2.0% | 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 |
| Krilogy Financial LLC | 9,833 | $455.0K | 0.05% | +10.0% | Added |
| ProVise Management Group, LLC | 9,690 | $449.0K | 0.05% | −500−4.9% | Reduced |
| Maven Securities LTD | 9,674 | $448.0K | 0.08% | −1,326−12.1% | Reduced |
| MAI Capital Management | 9,532 | $441.0K | 0.01% | +145+1.5% | Added |
| 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 |
| Phocas Financial Corp. | 9,395 | $435.0K | 0.07% | −550−5.5% | Reduced |
| Advisory Services Network, LLC | 9,378 | $433.0K | 0.01% | −661−6.6% | Reduced |
| Smith Shellnut Wilson LLC | 9,328 | $432.0K | 0.27% | 00.0% | Unchanged |
| Diversified Trust Co | 9,258 | $429.0K | 0.02% | 00.0% | Unchanged |
| Sciencast Management LP | 7,757 | $429.0K | 0.10% | +7,757 | New |
| AE Wealth Management LLC | 9,235 | $427.0K | 0.00% | +1,335+16.9% | Added |
| Caption Management, LLC | 9,200 | $426.0K | 0.04% | +9,200 | New |
| NewEdge Wealth, LLC | 9,100 | $421.0K | 0.02% | +9,100 | New |
| 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 |
| Mutual Advisors, LLC | 8,968 | $415.0K | 0.03% | +1,180+15.2% | Added |
| 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 |
| Sawgrass Asset Management LLC | 8,832 | $409.0K | 0.05% | −81−0.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,820 | $408.0K | 0.04% | +2,082+30.9% | Added |
| American Portfolios Advisors | 8,612 | $398.7K | 0.02% | −30.0% | Reduced |
| Parallel Advisors, LLC | 8,578 | $397.0K | 0.02% | −42−0.5% | Reduced |
| Old National Bancorp | 8,529 | $395.0K | 0.01% | +8,529 | New |
| Corsair Capital Management, L.P. | 8,221 | $381.0K | 0.14% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 8,171 | $378.0K | 0.05% | +316+4.0% | Added |
| Banque Cantonale Vaudoise | 8,100 | $375.0K | 0.02% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 7,879 | $365.0K | 0.14% | −16−0.2% | Reduced |
| Masso Torrence Wealth Management Inc. | 7,797 | $361.0K | 0.32% | +20.0% | Added |
| JustInvest LLC | 7,638 | $354.0K | 0.02% | −1,474−16.2% | Reduced |
| Henshaw Capital LLC | 7,572 | $350.5K | 0.02% | 00.0% | Unchanged |
| 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 |
| Linscomb & Williams, Inc. | 7,515 | $348.0K | 0.02% | −6,874−47.8% | Reduced |
| Visionary Wealth Advisors | 7,304 | $338.0K | 0.03% | +300+4.3% | Added |
| Diligent Investors, LLC | 7,217 | $334.0K | 0.11% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,196 | $333.0K | 0.01% | +7,196 | New |
| Brighton Jones LLC | 7,172 | $332.0K | 0.02% | −65−0.9% | Reduced |