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 |
|---|---|---|---|---|---|
| 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 |
| Fifth Third Bancorp | 2,873 | $133.0K | 0.00% | +1,211+72.9% | Added |
| Hexagon Capital Partners LLC | 2,848 | $132.0K | 0.04% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,810 | $130.0K | 0.00% | −39,855−93.4% | Reduced |
| Prospera Financial Services Inc | 2,790 | $129.0K | 0.01% | −780−21.8% | Reduced |
| Western Pacific Wealth Management, LP | 2,749 | $127.0K | 0.12% | −597−17.8% | Reduced |
| TFC Financial Management | 2,550 | $118.0K | 0.04% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 2,500 | $116.0K | 0.10% | 00.0% | Unchanged |
| 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 |
| Rosenberg Matthew Hamilton | 2,284 | $107.0K | 0.04% | +1,524+200.5% | Added |
| SeaCrest Wealth Management, LLC | 2,292 | $106.0K | 0.01% | +2,292 | New |
| Eagle Bay Advisors LLC | 2,200 | $101.8K | 0.06% | +2,200 | New |
| 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 |
| GPS Wealth Strategies Group, LLC | 1,993 | $92.0K | 0.02% | +97+5.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,950 | $90.0K | 0.00% | +1,300+200.0% | Added |
| Smithfield Trust Co | 1,926 | $89.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 1,758 | $82.0K | 0.01% | +1,358+339.5% | Added |
| Atlas Capital Advisors LLC | 1,750 | $81.0K | 0.01% | +1,750 | New |
| Bogart Wealth, LLC | 1,745 | $81.0K | 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 |
| Arrow Financial Corp | 1,670 | $77.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,600 | $74.0K | 0.05% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,569 | $73.0K | 0.03% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 1,517 | $70.0K | 0.04% | −14,600−90.6% | Reduced |
| Sound Income Strategies, LLC | 1,291 | $60.0K | 0.01% | +150+13.1% | Added |
| Elequin Capital LP | 1,259 | $58.0K | 0.01% | +137+12.2% | Added |
| Perkins Coie Trust Co | 1,194 | $55.0K | 0.02% | −441−27.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,100 | $51.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,049 | $49.0K | 0.00% | +39+3.9% | Added |
| Mach-1 Financial Group, Inc. | 1,060 | $49.0K | 0.03% | +1,060 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,031 | $48.0K | 0.01% | −466−31.1% | Reduced |
| Cutler Group LP | 1,032 | $47.0K | 0.01% | −19,107−94.9% | Reduced |
| Motco | 1,000 | $46.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,000 | $46.0K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,000 | $46.0K | 0.00% | +1,000 | New |
| TSFG, LLC | 974 | $45.0K | 0.02% | −200−17.0% | Reduced |
| Private Trust Co NA | 975 | $45.0K | 0.01% | +975 | New |
| Signaturefd, LLC | 950 | $44.0K | 0.00% | +382+67.3% | Added |
| SkyView Investment Advisors, LLC | 939 | $43.0K | 0.01% | +939 | New |
| Kistler-Tiffany Companies, LLC | 910 | $42.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 900 | $42.0K | 0.02% | +900 | New |
| Canton Hathaway, LLC | 800 | $37.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 694 | $32.0K | 0.00% | −3,396−83.0% | Reduced |
| Howe & Rusling Inc | 650 | $30.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 605 | $28.0K | 0.01% | +59+10.8% | Added |
| Core Alternative Capital | 605 | $28.0K | 0.01% | +390+181.4% | Added |
| Deseret Mutual Benefit Administrators | 595 | $28.0K | 0.01% | +595 | New |
| Arcadia Investment Management Corp | 568 | $26.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 530 | $25.0K | 0.01% | −1,103−67.5% | Reduced |
| Institutional & Family Asset Management, LLC | 538 | $25.0K | 0.00% | +1+0.2% | Added |
| Disciplined Investments, LLC | 532 | $25.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 508 | $24.0K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 500 | $23.0K | 0.01% | −200−28.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $23.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 504 | $23.0K | 0.00% | +4+0.8% | Added |
| Trustcore Financial Services, LLC | 500 | $23.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $23.0K | 0.01% | +500 | New |
| Focused Wealth Management, Inc | 446 | $21.0K | 0.00% | −619−58.1% | Reduced |
| SOA Wealth Advisors, LLC. | 452 | $20.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 434 | $20.0K | 0.00% | +5+1.2% | Added |
| Parkside Financial Bank & Trust | 415 | $19.0K | 0.01% | +8+2.0% | Added |
| Riggs Asset Managment Co. Inc. | 418 | $19.0K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 385 | $18.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 398 | $18.0K | 0.00% | +100+33.6% | Added |
| CVA Family Office, LLC | 370 | $17.0K | 0.00% | −845−69.5% | Reduced |
| Washington Trust Co | 370 | $17.0K | 0.00% | +2+0.5% | Added |
| Pinnacle Bancorp, Inc. | 368 | $17.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 336 | $16.0K | 0.00% | +253+304.8% | Added |
| Covestor Ltd | 324 | $15.0K | 0.01% | +1+0.3% | Added |
| Cambridge Trust Co | 300 | $14.0K | 0.00% | −410−57.7% | Reduced |
| Endurance Wealth Management, Inc. | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 299 | $14.0K | 0.00% | +299 | New |
| PSI Advisors, LLC | 285 | $13.0K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 289 | $13.0K | 0.00% | +159+122.3% | Added |
| Private Capital Group, LLC | 266 | $12.0K | 0.01% | −1,098−80.5% | Reduced |
| Whittier Trust Co | 253 | $12.0K | 0.00% | +73+40.6% | Added |
| Pinebridge Investments, L.P. | 254 | $12.0K | 0.00% | +154+154.0% | Added |
| Creative Financial Designs Inc | 205 | $9.00K | 0.00% | +1+0.5% | Added |
| Webster Bank, N. A. | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 164 | $8.00K | 0.00% | +102+164.5% | Added |
| Ameritas Investment Partners, Inc. | 180 | $8.00K | 0.00% | +180 | New |
| Enterprise Trust & Investment Co | 163 | $8.00K | 0.00% | +163 | New |
| Axim Planning & Wealth | 174 | $8.00K | 0.01% | +174 | New |
| Curi Capital | 157 | $7.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 135 | $7.00K | 0.00% | +135 | New |
| Central Trust Co | 120 | $6.00K | 0.00% | −5,862−98.0% | Reduced |
| Atticus Wealth Management, LLC | 133 | $6.00K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 125 | $6.00K | 0.01% | −1−0.8% | Reduced |
| Brewin Dolphin Ltd | 114 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 99 | $5.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 109 | $5.00K | 0.00% | +24+28.2% | Added |
| Glen Eagle Advisors, LLC | 100 | $4.63K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 78 | $4.00K | 0.00% | −47−37.6% | Reduced |
| Meeder Asset Management Inc | 77 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 80 | $4.00K | 0.00% | 00.0% | Unchanged |