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 |
|---|---|---|---|---|---|
| Siemens Fonds Invest GmbH | 6,172 | $265.0K | 0.03% | 00.0% | Unchanged |
| JustInvest LLC | 6,207 | $267.0K | 0.01% | −1,431−18.7% | Reduced |
| Cigna Investments Inc | 6,192 | $267.0K | 0.06% | 00.0% | Unchanged |
| BancorpSouth Bank | 6,199 | $267.0K | 0.03% | +6,199 | New |
| Clearwater Capital Advisors, LLC | 6,290 | $270.0K | 0.04% | +6,290 | New |
| Masso Torrence Wealth Management Inc. | 6,315 | $272.0K | 0.24% | −1,482−19.0% | Reduced |
| Gateway Advisory, LLC | 6,427 | $276.0K | 0.07% | +20.0% | Added |
| Brighton Jones LLC | 6,459 | $278.0K | 0.02% | −713−9.9% | Reduced |
| Veritable, L.P. | 6,483 | $279.0K | 0.01% | +1,211+23.0% | Added |
| Dynamic Technology Lab Private Ltd | 6,580 | $283.0K | 0.03% | +6,580 | New |
| Cinctive Capital Management LP | 6,744 | $290.0K | 0.01% | +6,744 | New |
| Regent Investment Management LLC | 7,000 | $301.0K | 0.09% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 7,031 | $302.0K | 0.14% | +7,031 | New |
| Obermeyer Wood Investment Counsel, LLLP | 7,085 | $305.0K | 0.02% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 7,141 | $307.0K | 0.07% | +20.0% | Added |
| Visionary Wealth Advisors | 7,159 | $308.0K | 0.03% | −145−2.0% | Reduced |
| Diligent Investors, LLC | 7,192 | $309.0K | 0.11% | −25−0.3% | Reduced |
| NewEdge Wealth, LLC | 7,238 | $311.0K | 0.01% | −1,862−20.5% | Reduced |
| Dakota Wealth Management | 7,381 | $317.0K | 0.03% | −150−2.0% | Reduced |
| Global Retirement Partners, LLC | 6,626 | $322.0K | 0.02% | +11+0.2% | Added |
| Linscomb & Williams, Inc. | 7,515 | $323.0K | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 7,500 | $323.0K | 0.01% | +304+4.2% | Added |
| Simplex Trading, LLC | 7,569 | $325.0K | 0.01% | +7,569 | New |
| Henshaw Capital LLC | 7,572 | $325.6K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 7,738 | $333.0K | 0.00% | +1,355+21.2% | Added |
| Sage Rhino Capital LLC | 7,887 | $339.0K | 0.14% | +8+0.1% | Added |
| Firethorn Wealth Partners, LLC | 8,045 | $346.0K | 0.32% | −190−2.3% | Reduced |
| Banque Cantonale Vaudoise | 8,100 | $348.0K | 0.02% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 8,140 | $350.0K | 0.12% | +1,001+14.0% | Added |
| Corsair Capital Management, L.P. | 8,221 | $354.0K | 0.16% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 8,287 | $356.0K | 0.01% | −1,091−11.6% | Reduced |
| Marks Group Wealth Management, Inc | 8,383 | $360.0K | 0.05% | +212+2.6% | Added |
| Smith Shellnut Wilson LLC | 8,508 | $366.0K | 0.24% | −820−8.8% | Reduced |
| Old National Bancorp | 8,554 | $368.0K | 0.01% | +25+0.3% | Added |
| American Portfolios Advisors | 8,577 | $368.8K | 0.02% | −35−0.4% | Reduced |
| Cetera Investment Advisers | 8,575 | $369.0K | 0.01% | −10,166−54.2% | Reduced |
| Parallel Advisors, LLC | 8,586 | $369.0K | 0.02% | +8+0.1% | Added |
| Sawgrass Asset Management LLC | 8,736 | $376.0K | 0.05% | −96−1.1% | Reduced |
| Segment Wealth Management, LLC | 8,850 | $381.0K | 0.05% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 8,850 | $381.0K | 0.05% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 8,966 | $386.0K | 0.02% | −20.0% | Reduced |
| Rathbone Brothers plc | 9,000 | $387.0K | 0.00% | 00.0% | Unchanged |
| E&G Advisors, LP | 9,000 | $387.0K | 0.14% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 9,082 | $391.0K | 0.01% | −786−8.0% | Reduced |
| Diversified Trust Co | 9,177 | $395.0K | 0.02% | −81−0.9% | Reduced |
| First Hawaiian Bank | 9,285 | $400.0K | 0.02% | −13,895−59.9% | Reduced |
| Financial Management Network Inc | 8,466 | $401.0K | 0.20% | +2,736+47.7% | Added |
| Geneos Wealth Management Inc. | 9,372 | $402.0K | 0.03% | −1,102−10.5% | Reduced |
| MAI Capital Management | 9,614 | $413.0K | 0.01% | +82+0.9% | Added |
| Yorktown Management & Research Co Inc | 9,700 | $417.0K | 0.54% | −3,160−24.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,691 | $417.0K | 0.04% | +871+9.9% | Added |
| Arete Wealth Advisors, LLC | 9,703 | $417.0K | 0.04% | +4,337+80.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 9,717 | $418.0K | 0.02% | −1,112−10.3% | Reduced |
| Welch & Forbes LLC | 9,764 | $420.0K | 0.01% | −6,131−38.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 9,770 | $420.0K | 0.01% | −4,856−33.2% | Reduced |
| Krilogy Financial LLC | 9,833 | $423.0K | 0.05% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 9,928 | $427.0K | 0.10% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 9,932 | $427.0K | 0.06% | +522+5.5% | Added |
| Phocas Financial Corp. | 9,970 | $429.0K | 0.07% | +575+6.1% | Added |
| Intact Investment Management Inc. | 10,000 | $430.0K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,107 | $435.0K | 0.03% | −1,036−9.3% | Reduced |
| Clear Harbor Asset Management, LLC | 10,125 | $435.0K | 0.06% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 10,150 | $436.0K | 0.02% | +10,150 | New |
| Spire Wealth Management | 10,236 | $440.0K | 0.03% | −1,077−9.5% | Reduced |
| Beaumont Financial Partners, LLC | 10,420 | $448.0K | 0.04% | 00.0% | Unchanged |
| AE Wealth Management LLC | 10,625 | $457.0K | 0.00% | +1,390+15.1% | Added |
| Bradley Foster & Sargent Inc | 10,866 | $467.0K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 10,897 | $468.0K | 0.03% | +34+0.3% | Added |
| Wealthcare Advisory Partners LLC | 10,877 | $468.0K | 0.03% | +10,877 | New |
| Baird Financial Group, Inc. | 11,017 | $474.0K | 0.00% | −1,728−13.6% | Reduced |
| Beacon Pointe Advisors, LLC | 11,048 | $475.0K | 0.01% | −894−7.5% | Reduced |
| Virtus Family Office LLC | 11,060 | $476.0K | 1.22% | +11,060 | New |
| JTC Employer Solutions Trusteee Ltd | 11,119 | $478.0K | 0.08% | 00.0% | Unchanged |
| Xponance, Inc. | 11,127 | $478.0K | 0.01% | +285+2.6% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 11,132 | $479.0K | 0.21% | +1,002+9.9% | Added |
| Guggenheim Capital LLC | 11,320 | $486.0K | 0.00% | −1,135−9.1% | Reduced |
| Fountainhead AM, LLC | 11,344 | $488.0K | 0.25% | +1,346+13.5% | Added |
| Silvant Capital Management LLC | 11,466 | $493.0K | 0.03% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 11,478 | $494.0K | 0.13% | 00.0% | Unchanged |
| Aries Wealth Management | 10,210 | $497.0K | 0.22% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 11,600 | $499.0K | 0.01% | +1,400+13.7% | Added |
| Vontobel Holding Ltd. | 11,676 | $502.0K | 0.01% | −16,228−58.2% | Reduced |
| MetLife Investment Management | 11,767 | $506.0K | 0.00% | −284−2.4% | Reduced |
| Van Eck Associates Corp | 11,862 | $510.0K | 0.00% | +184+1.6% | Added |
| National Asset Management, Inc. | 11,864 | $511.0K | 0.02% | −4,044−25.4% | Reduced |
| Zhang Financial LLC | 11,876 | $511.0K | 0.08% | +1,290+12.2% | Added |
| Mission Wealth Management, LP | 12,035 | $518.0K | 0.03% | +50.0% | Added |
| Alpha Paradigm Partners, LLC | 12,127 | $521.0K | 0.23% | +12,127 | New |
| Fort Pitt Capital Group, LLC | 12,304 | $529.0K | 0.02% | 00.0% | Unchanged |
| Blair William & Co | 12,329 | $530.0K | 0.00% | −321−2.5% | Reduced |
| CWM Advisors, LLC | 12,402 | $533.0K | 0.08% | −5,958−32.5% | Reduced |
| ProVise Management Group, LLC | 12,479 | $537.0K | 0.06% | +2,789+28.8% | Added |
| Fiduciary Group LLC | 9,558 | $539.0K | 0.07% | +158+1.7% | Added |
| Moody National Bank Trust Division | 12,715 | $547.0K | 0.06% | −860−6.3% | Reduced |
| Strategic Wealth Advisors Group, LLC | 12,715 | $547.0K | 0.02% | +12,715 | New |
| Prudential PLC | 12,856 | $553.0K | 0.01% | +1,114+9.5% | Added |
| Commerce Bank | 12,900 | $555.0K | 0.00% | −670−4.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 12,930 | $556.0K | 0.03% | +964+8.1% | Added |
| Sendero Wealth Management, LLC | 13,128 | $565.0K | 0.24% | +13,128 | New |
| Canandaigua National Corp | 13,161 | $566.0K | 0.10% | −662−4.8% | Reduced |