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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.

Other share classesKKRSKKRTKKR.PD

13F holders, Q3 2022

Institutional positions in KKR & Co. Inc. as of Sep 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
709
−14 vs. Q2 2022
Shares held
470.1M
+14.7M (+3.2%) vs. Q2 2022
Total value
$20.2B
−$858.5M (−4.1%) vs. Q2 2022
New holders
65
237 more added
Sold out
79
248 more reduced

9 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2022: 709 institutions
Q1 2021: 651 institutionsQ2 2021: 704 institutionsQ3 2021: 745 institutionsQ4 2021: 833 institutionsQ1 2022: 786 institutionsQ2 2022: 732 institutionsQ3 2022: 709 institutionsQ4 2022: 730 institutionsQ1 2023: 742 institutionsQ2 2023: 758 institutionsQ3 2023: 792 institutionsQ4 2023: 918 institutionsQ1 2024: 1,033 institutionsQ2 2024: 1,068 institutionsQ3 2024: 1,172 institutionsQ4 2024: 1,324 institutionsQ1 2025: 1,290 institutionsQ2 2025: 1,331 institutionsQ3 2025: 1,377 institutionsQ4 2025: 1,403 institutionsQ1 2026: 1,285 institutionsQ2 2026: 1,284 institutions
Value heldQ3 2022: $20.2B
Q1 2021: $22.1BQ2 2021: $26.5BQ3 2021: $27.1BQ4 2021: $33.1BQ1 2022: $26.0BQ2 2022: $21.1BQ3 2022: $20.2BQ4 2022: $22.1BQ1 2023: $25.2BQ2 2023: $26.8BQ3 2023: $31.1BQ4 2023: $41.8BQ1 2024: $50.8BQ2 2024: $56.4BQ3 2024: $69.3BQ4 2024: $78.9BQ1 2025: $61.8BQ2 2025: $71.4BQ3 2025: $68.9BQ4 2025: $69.3BQ1 2026: $49.0BQ2 2026: $50.2B
Institutions holding KKR and their total value by quarter
QuarterHoldersValue
Q2 20261,284$50.2B
Q1 20261,285$49.0B
Q4 20251,403$69.3B
Q3 20251,377$68.9B
Q2 20251,331$71.4B
Q1 20251,290$61.8B
Q4 20241,324$78.9B
Q3 20241,172$69.3B
Q2 20241,068$56.4B
Q1 20241,033$50.8B
Q4 2023918$41.8B
Q3 2023792$31.1B
Q2 2023758$26.8B
Q1 2023742$25.2B
Q4 2022730$22.1B
Q3 2022709$20.2B
Q2 2022732$21.1B
Q1 2022786$26.0B
Q4 2021833$33.1B
Q3 2021745$27.1B
Q2 2021704$26.5B
Q1 2021651$22.1B

Institutions, Q3 2022

Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q2 2022.

Institutions holding KKR in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Gradient Investments LLC8$00.00%00.0%Unchanged
TCI Wealth Advisors, Inc.6$00.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group5$00.00%00.0%Unchanged
Clear Street Markets LLC1$00.00%+1New
Wipfli Financial Advisors LLC,1$00.00%+1New
Delos Wealth Advisors, LLC3$00.00%+3New
Abound Wealth Management4$1930.00%+4New
Raffa Wealth Management, LLC17$7310.00%00.0%Unchanged
FinTrust Capital Advisors, LLC17$1.00K0.00%00.0%Unchanged
Insight Financial Services25$1.00K0.00%00.0%Unchanged
Rise Advisors, LLC25$1.00K0.00%00.0%Unchanged
Schubert & Co30$1.00K0.00%+5+20.0%Added
Investors Research Corp12$1.00K0.00%+8+200.0%Added
First Financial Corp16$1.00K0.00%+16New
EverSource Wealth Advisors, LLC17$1.00K0.00%+17New
Castleview Partners, LLC21$1.00K0.00%+21New
Heritage Wealth Management, LLC23$1.00K0.00%+23New
Oxler Private Wealth LLC25$1.09K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.33$1.42K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd46$2.00K0.00%−3,386−98.7%Reduced
Financial Management Professionals, Inc.57$2.00K0.00%00.0%Unchanged
Cribstone Capital Management, LLC40$2.00K0.00%00.0%Unchanged
Bell Investment Advisors, Inc46$2.00K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.41$2.00K0.00%+32+355.6%Added
Ameritas Investment Partners, Inc.80$3.00K0.00%−100−55.6%Reduced
Meeder Asset Management Inc77$3.00K0.00%00.0%Unchanged
Exchange Traded Concepts, LLC68$3.00K0.00%−10−12.8%Reduced
Sandy Spring Bank80$3.00K0.00%00.0%Unchanged
Harbour Investments, Inc.71$3.00K0.00%00.0%Unchanged
Earnest Partners LLC59$3.00K0.00%00.0%Unchanged
Covington Capital Management60$3.00K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC72$3.00K0.00%00.0%Unchanged
Bellevue Asset Management, LLC76$3.00K0.00%+2+2.7%Added
Capital Advisors, Ltd. LLC62$3.00K0.00%+36+138.5%Added
Osterweis Capital Management Inc59$3.00K0.00%+59New
Householder Group Estate & Retirement Specialist, LLC75$3.00K0.00%+75New
Missouri Trust & Investment Co100$4.00K0.00%00.0%Unchanged
Macroview Investment Management LLC89$4.00K0.01%00.0%Unchanged
Lindbrook Capital, LLC104$4.00K0.00%+21+25.3%Added
Almanack Investment Partners, LLC.92$4.00K0.00%+92New
Glen Eagle Advisors, LLC100$4.30K0.00%00.0%Unchanged
Central Trust Co120$5.00K0.00%00.0%Unchanged
Islay Capital Management, LLC125$5.00K0.01%00.0%Unchanged
Dark Forest Capital Management LP120$5.00K0.00%+120New
Glassman Wealth Services146$6.00K0.00%−18−11.0%Reduced
Atticus Wealth Management, LLC133$6.00K0.00%00.0%Unchanged
AdvisorNet Financial, Inc131$6.00K0.00%+22+20.2%Added
Axim Planning & Wealth174$7.00K0.01%00.0%Unchanged
Kayne Anderson Rudnick Investment Management LLC172$7.00K0.00%+172New
Quadrant Capital Group LLC185$8.00K0.00%−151−44.9%Reduced
Hazlett, Burt & Watson, Inc.200$8.00K0.01%+200New
Creative Financial Designs Inc205$9.00K0.00%00.0%Unchanged
Webster Bank, N. A.200$9.00K0.00%00.0%Unchanged
Wolff Wiese Magana LLC215$9.00K0.01%+116+117.2%Added
MUFG Americas Holdings Corp215$9.00K0.00%+215New
Pinebridge Investments, L.P.254$11.0K0.00%00.0%Unchanged
PSI Advisors, LLC285$12.0K0.01%00.0%Unchanged
Clearstead Advisors, LLC290$12.0K0.00%+222+326.5%Added
Denali Advisors LLC300$13.0K0.01%−200−40.0%Reduced
Cambridge Trust Co300$13.0K0.00%00.0%Unchanged
Endurance Wealth Management, Inc.300$13.0K0.00%00.0%Unchanged
Washington Trust Co365$15.0K0.00%−5−1.4%Reduced
Pinnacle Bancorp, Inc.368$16.0K0.01%00.0%Unchanged
HM Payson & Co398$17.0K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.418$18.0K0.01%00.0%Unchanged
Psagot Value Holdings Ltd. / (Israel)407$18.0K0.01%+407New
Focused Wealth Management, Inc447$19.0K0.00%+1+0.2%Added
SOA Wealth Advisors, LLC.452$19.0K0.01%00.0%Unchanged
Proequities, Inc.454$20.0K0.00%−240−34.6%Reduced
Parkside Financial Bank & Trust466$20.0K0.01%+51+12.3%Added
Harel Insurance Investments & Financial Services Ltd.500$22.0K0.00%00.0%Unchanged
Highlander Capital Management, LLC500$22.0K0.01%00.0%Unchanged
BerganKDV Wealth Management, LLC500$22.0K0.00%−4−0.8%Reduced
Trustcore Financial Services, LLC500$22.0K0.00%00.0%Unchanged
SJS Investment Consulting Inc.503$22.0K0.01%+503New
Mach-1 Financial Group, Inc.535$23.0K0.02%−525−49.5%Reduced
Arlington Partners LLC530$23.0K0.01%00.0%Unchanged
Institutional & Family Asset Management, LLC540$23.0K0.00%+2+0.4%Added
Disciplined Investments, LLC532$23.0K0.01%00.0%Unchanged
Arcadia Investment Management Corp568$24.0K0.01%00.0%Unchanged
Massmutual Trust Co FSB559$24.0K0.00%+125+28.8%Added
CVA Family Office, LLC580$25.0K0.01%+210+56.8%Added
Bank Julius Baer & Co. Ltd, Zurich610$26.0K0.00%−38,406−98.4%Reduced
Livforsakringsbolaget Skandia, Omsesidigt600$26.0K0.00%−2,600−81.3%Reduced
Core Alternative Capital605$26.0K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC606$26.0K0.01%+1+0.2%Added
Brown Brothers Harriman & Co635$27.0K0.00%−17,765−96.5%Reduced
Deseret Mutual Benefit Administrators628$27.0K0.01%+33+5.5%Added
NuWave Investment Management, LLC637$27.0K0.03%+637New
Column Capital Advisors, LLC651$28.0K0.01%+651New
Tradition Wealth Management, LLC688$30.0K0.00%+180+35.4%Added
Canton Hathaway, LLC800$34.0K0.01%00.0%Unchanged
Capital Analysts, LLC839$36.0K0.00%−919−52.3%Reduced
Howe & Rusling Inc843$36.0K0.00%+193+29.7%Added
SkyView Investment Advisors, LLC869$37.0K0.01%−70−7.5%Reduced
Kistler-Tiffany Companies, LLC910$39.0K0.01%00.0%Unchanged
Sound Income Strategies, LLC980$42.0K0.01%−311−24.1%Reduced
Private Trust Co NA975$42.0K0.01%00.0%Unchanged
TSFG, LLC974$42.0K0.02%00.0%Unchanged
Trust Co of Vermont1,000$43.0K0.00%00.0%Unchanged