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, 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.
| 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, Q3 2022
Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Motco | 1,000 | $43.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,000 | $43.0K | 0.02% | 00.0% | Unchanged |
| Riverview Trust Co | 1,046 | $45.0K | 0.04% | +1,046 | New |
| Washington Trust Advisors, Inc. | 1,074 | $46.0K | 0.00% | +25+2.4% | Added |
| Signaturefd, LLC | 1,070 | $46.0K | 0.00% | +120+12.6% | Added |
| Whittier Trust Co of Nevada Inc | 1,100 | $47.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 1,159 | $49.0K | 0.01% | +127+12.3% | Added |
| Perkins Coie Trust Co | 1,194 | $51.0K | 0.02% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 1,520 | $65.0K | 0.04% | +3+0.2% | Added |
| Hoey Investments, Inc | 1,569 | $67.0K | 0.03% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,605 | $69.0K | 0.05% | +5+0.3% | Added |
| Arrow Financial Corp | 1,670 | $72.0K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 1,685 | $74.0K | 0.04% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,745 | $75.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,750 | $75.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,751 | $76.0K | 0.07% | +1,427+440.4% | Added |
| Alta Advisers Ltd | 1,900 | $82.0K | 0.05% | +1,900 | New |
| Smithfield Trust Co | 1,926 | $83.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,950 | $84.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,993 | $86.0K | 0.02% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,000 | $86.0K | 0.02% | +2,000 | New |
| Tower Research Capital LLC (TRC) | 2,095 | $90.0K | 0.00% | −15,596−88.2% | Reduced |
| Western Pacific Wealth Management, LP | 2,231 | $95.0K | 0.10% | −518−18.8% | Reduced |
| Eagle Bay Advisors LLC | 2,200 | $95.0K | 0.06% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,344 | $101.0K | 0.00% | −56−2.3% | Reduced |
| Crewe Advisors LLC | 2,409 | $104.0K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 2,550 | $110.0K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,590 | $111.0K | 0.03% | −258−9.1% | Reduced |
| Fifth Third Bancorp | 2,747 | $118.0K | 0.00% | −126−4.4% | Reduced |
| Investors Asset Management of Georgia Inc | 3,000 | $129.0K | 0.07% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 3,000 | $129.0K | 0.09% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 3,000 | $129.0K | 0.06% | +3,000 | New |
| Rosenberg Matthew Hamilton | 3,064 | $132.0K | 0.05% | +780+34.2% | Added |
| Newbridge Financial Services Group, Inc. | 3,323 | $143.0K | 0.08% | +3+0.1% | Added |
| Carmichael Hill & Associates, Inc. | 3,319 | $143.0K | 0.08% | +10+0.3% | Added |
| FourThought Financial, LLC | 3,446 | $148.0K | 0.02% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 3,555 | $153.0K | 0.05% | 00.0% | Unchanged |
| Whittier Trust Co | 3,590 | $154.0K | 0.00% | +3,337+1,319.0% | Added |
| Compagnie Lombard Odier SCmA | 3,615 | $155.0K | 0.00% | −2,035−36.0% | Reduced |
| Power Corp of Canada | 3,680 | $158.0K | 0.02% | +3,680 | New |
| Asahi Life Asset Management Co., Ltd. | 3,840 | $165.0K | 0.05% | +3,840 | New |
| Itau Unibanco Holding S.A. | 3,896 | $168.0K | 0.01% | +3,896 | New |
| Montag A & Associates Inc | 4,191 | $180.0K | 0.01% | +2,512+149.6% | Added |
| Leonteq Securities AG | 4,238 | $182.2K | 0.01% | −433−9.3% | Reduced |
| SRS Capital Advisors, Inc. | 4,275 | $184.0K | 0.03% | −73−1.7% | Reduced |
| Huntington National Bank | 4,415 | $190.0K | 0.00% | −802−15.4% | Reduced |
| Ossiam | 4,560 | $196.0K | 0.01% | +4,560 | New |
| SG Americas Securities, LLC | 4,611 | $198.0K | 0.00% | −10,631−69.7% | Reduced |
| Seeyond | 4,628 | $199.0K | 0.02% | −251−5.1% | Reduced |
| Lido Advisors, LLC | 4,669 | $200.0K | 0.00% | +276+6.3% | Added |
| Aft, Forsyth & Sober, LLC | 4,700 | $202.0K | 0.10% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 4,712 | $203.0K | 0.05% | +10.0% | Added |
| First City Capital Management, Inc. | 4,750 | $204.0K | 0.13% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,776 | $205.0K | 0.03% | −4−0.1% | Reduced |
| TrinityPoint Wealth, LLC | 4,790 | $206.0K | 0.05% | +5+0.1% | Added |
| Williams Jones Wealth Management, LLC. | 4,825 | $207.0K | 0.00% | −424−8.1% | Reduced |
| Eschler Asset Management LLP | 4,815 | $207.0K | 0.46% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 4,844 | $208.0K | 0.16% | −206−4.1% | Reduced |
| Greenleaf Trust | 4,839 | $208.0K | 0.00% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 4,908 | $211.0K | 0.01% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 4,943 | $213.0K | 0.05% | +20.0% | Added |
| Sentinel Trust Co Lba | 5,000 | $215.0K | 0.04% | 00.0% | Unchanged |
| Operose Advisors LLC | 5,000 | $215.0K | 0.14% | 00.0% | Unchanged |
| Black Swift Group, LLC | 5,000 | $215.0K | 0.11% | +5,000 | New |
| Ashfield Capital Partners, LLC | 5,018 | $216.0K | 0.02% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 5,058 | $217.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,650 | $218.0K | 0.00% | +1,840+65.5% | Added |
| KCM Investment Advisors LLC | 5,100 | $219.0K | 0.01% | +300+6.3% | Added |
| First Horizon Advisors, Inc. | 5,177 | $222.0K | 0.01% | +192+3.9% | Added |
| Duncker Streett & Co Inc | 5,175 | $223.0K | 0.06% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 5,186 | $223.0K | 0.04% | +5,186 | New |
| Veriti Management LLC | 5,274 | $227.0K | 0.03% | −76−1.4% | Reduced |
| Corient Capital Partners, LLC | 4,910 | $227.0K | 0.02% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 5,294 | $228.0K | 0.00% | +5,294 | New |
| Hodges Capital Management Inc. | 5,373 | $231.0K | 0.04% | +10+0.2% | Added |
| Chesapeake Wealth Management | 5,402 | $232.0K | 0.11% | −14,046−72.2% | Reduced |
| American Trust | 5,409 | $233.0K | 0.02% | −8,444−61.0% | Reduced |
| PRW Wealth Management LLC | 5,412 | $233.0K | 0.11% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 5,451 | $234.0K | 0.00% | −664−10.9% | Reduced |
| Steel Peak Wealth Management LLC | 5,445 | $234.0K | 0.02% | −421−7.2% | Reduced |
| Capital Planning Advisors, LLC | 5,470 | $235.0K | 0.06% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 5,500 | $237.0K | 0.03% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 5,539 | $238.0K | 0.07% | −443−7.4% | Reduced |
| Good Life Advisors, LLC | 5,567 | $239.0K | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 5,585 | $240.0K | 0.03% | +55+1.0% | Added |
| Alyeska Investment Group, L.P. | 5,693 | $245.0K | 0.00% | +5,693 | New |
| Meiji Yasuda Asset Management Co Ltd. | 5,760 | $248.0K | 0.01% | −840−12.7% | Reduced |
| Acadian Asset Management LLC | 5,780 | $248.0K | 0.00% | +5,780 | New |
| Transcend Wealth Collective, LLC | 5,827 | $251.0K | 0.03% | 00.0% | Unchanged |
| Highland Capital Management Fund Advisors, L.P. | 5,866 | $252.0K | 0.02% | 00.0% | Unchanged |
| Arlington Financial Advisors, LLC | 5,865 | $252.0K | 0.13% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 5,900 | $254.0K | 0.02% | +1,150+24.2% | Added |
| Carnegie Capital Asset Management, LLC | 5,959 | $256.0K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 6,018 | $257.0K | 0.00% | −56−0.9% | Reduced |
| Northeast Investment Management | 6,000 | $258.0K | 0.02% | 00.0% | Unchanged |
| Family Management Corp | 6,003 | $258.0K | 0.07% | 00.0% | Unchanged |
| American International Group, Inc. | 6,001 | $258.0K | 0.00% | +15+0.3% | Added |
| Lazard Asset Management LLC | 6,031 | $259.0K | 0.00% | +31+0.5% | Added |
| Ieq Capital, LLC | 6,099 | $262.0K | 0.01% | −390−6.0% | Reduced |
| Samalin Investment Counsel, LLC | 6,112 | $263.0K | 0.19% | +15+0.2% | Added |