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 |
|---|---|---|---|---|---|
| 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 |
| Obermeyer Wood Investment Counsel, LLLP | 7,085 | $328.0K | 0.02% | 00.0% | Unchanged |
| Regent Investment Management LLC | 7,000 | $324.0K | 0.09% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,944 | $322.0K | 0.01% | −84−1.2% | Reduced |
| Cordasco Financial Network | 6,888 | $319.0K | 0.23% | +16+0.2% | 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 |
| Ieq Capital, LLC | 6,489 | $300.0K | 0.01% | +472+7.8% | Added |
| Gateway Advisory, LLC | 6,425 | $297.0K | 0.13% | +335+5.5% | Added |
| CWM, LLC | 6,383 | $295.0K | 0.00% | +3,204+100.8% | Added |
| Virtu Financial LLC | 6,264 | $290.0K | 0.02% | −538−7.9% | Reduced |
| Cigna Investments Inc | 6,192 | $287.0K | 0.06% | +373+6.4% | Added |
| Siemens Fonds Invest GmbH | 6,172 | $286.0K | 0.03% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 6,150 | $284.0K | 0.01% | −5,425−46.9% | Reduced |
| Yousif Capital Management, LLC | 6,115 | $283.0K | 0.00% | −2,115−25.7% | Reduced |
| Samalin Investment Counsel, LLC | 6,097 | $282.0K | 0.20% | +271+4.7% | Added |
| Redpoint Investment Management Pty Ltd | 6,069 | $281.0K | 0.03% | +6,069 | New |
| Glenmede Trust Co NA | 6,074 | $280.0K | 0.00% | +1,864+44.3% | 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 |
| 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 |
| Carnegie Capital Asset Management, LLC | 5,959 | $276.0K | 0.01% | +500+9.2% | Added |
| 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 |
| Arlington Financial Advisors, LLC | 5,865 | $271.0K | 0.12% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 5,827 | $270.0K | 0.03% | −27−0.5% | Reduced |
| Financial Management Network Inc | 5,730 | $268.0K | 0.14% | +1,550+37.1% | Added |
| 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 |
| Compagnie Lombard Odier SCmA | 5,650 | $261.0K | 0.01% | −7,665−57.6% | Reduced |
| Kaizen Financial Strategies | 5,589 | $259.0K | 0.26% | +10+0.2% | Added |
| Good Life Advisors, LLC | 5,567 | $258.0K | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 5,530 | $256.0K | 0.05% | −1,801−24.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 5,500 | $255.0K | 0.03% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 5,470 | $253.0K | 0.07% | 00.0% | Unchanged |
| PRW Wealth Management LLC | 5,412 | $251.0K | 0.15% | +12+0.2% | Added |
| Arete Wealth Advisors, LLC | 5,366 | $249.0K | 0.03% | +1,206+29.0% | Added |
| 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 |
| Glenview Trust Co | 5,314 | $246.0K | 0.01% | 00.0% | Unchanged |
| Veritable, L.P. | 5,272 | $244.0K | 0.00% | +502+10.5% | Added |
| Williams Jones Wealth Management, LLC. | 5,249 | $243.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 5,217 | $241.0K | 0.00% | −26−0.5% | Reduced |
| Duncker Streett & Co Inc | 5,175 | $240.0K | 0.06% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 5,121 | $237.0K | 0.00% | +5,121 | New |
| 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 |
| 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 |
| 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 |
| 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 |
| 9258 Wealth Management, LLC | 4,941 | $229.0K | 0.06% | +127+2.6% | Added |
| 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 |
| O'Shaughnessy Asset Management, LLC | 4,883 | $226.0K | 0.00% | +4,883 | New |
| Seeyond | 4,879 | $225.0K | 0.03% | −98−2.0% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Urban Wealth Management, LLC | 4,735 | $219.0K | 0.74% | +4,735 | New |
| 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 |
| Leonteq Securities AG | 4,671 | $216.2K | 0.01% | +76+1.7% | Added |
| Legacy Advisors, LLC | 4,659 | $216.0K | 0.05% | +1,074+30.0% | Added |
| RDA Financial Network | 4,629 | $214.0K | 0.11% | −99−2.1% | Reduced |
| Alpha Cubed Investments, LLC | 4,540 | $210.0K | 0.02% | +190+4.4% | Added |
| Cadence Bank NA | 4,518 | $209.0K | 0.07% | +4,518 | New |
| RNC Capital Management LLC | 4,500 | $208.0K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,487 | $208.0K | 0.01% | – | – |
| Game Plan Financial Advisors, LLC | 4,500 | $207.0K | 0.17% | −700−13.5% | Reduced |
| Sequoia Financial Advisors, LLC | 4,434 | $205.0K | 0.01% | +864+24.2% | Added |
| First Bank & Trust | 4,415 | $204.0K | 0.07% | +589+15.4% | Added |
| Lido Advisors, LLC | 4,393 | $203.0K | 0.00% | +279+6.8% | Added |
| SRS Capital Advisors, Inc. | 4,348 | $201.0K | 0.03% | −236−5.1% | Reduced |
| Venture Visionary Partners LLC | 3,976 | $184.0K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 3,555 | $165.0K | 0.05% | 00.0% | Unchanged |
| FourThought Financial, LLC | 3,446 | $160.0K | 0.02% | +975+39.5% | Added |
| Harvest Fund Management Co., Ltd | 3,432 | $159.0K | 0.04% | −2,005−36.9% | Reduced |
| Scissortail Wealth Management, LLC | 2,124 | $158.0K | 0.06% | +2,124 | New |
| Edmond de Rothschild Holding S.A. | 3,400 | $157.0K | 0.00% | +3,400 | New |
| Newbridge Financial Services Group, Inc. | 3,320 | $154.0K | 0.10% | +3+0.1% | Added |
| Carmichael Hill & Associates, Inc. | 3,309 | $153.0K | 0.09% | +9+0.3% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,200 | $148.0K | 0.01% | −500−13.5% | Reduced |