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 |
|---|---|---|---|---|---|
| Vestcor Inc | 13,258 | $570.0K | 0.02% | −8,376−38.7% | Reduced |
| Laurion Capital Management LP | 13,258 | $570.0K | 0.02% | +13,258 | New |
| Robertson Stephens Wealth Management, LLC | 13,310 | $572.0K | 0.06% | −677−4.8% | Reduced |
| J.W. Cole Advisors, Inc. | 13,395 | $576.0K | 0.05% | −69−0.5% | Reduced |
| Kestra Private Wealth Services, LLC | 13,417 | $577.0K | 0.03% | +1,582+13.4% | Added |
| Douglas Lane & Associates, LLC | 13,540 | $582.0K | 0.01% | −166−1.2% | Reduced |
| CWA Asset Management Group, LLC | 13,683 | $588.0K | 0.06% | +437+3.3% | Added |
| Toroso Investments, LLC | 13,698 | $589.0K | 0.02% | +239+1.8% | Added |
| Guardian Investment Management | 13,750 | $591.0K | 0.61% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 13,820 | $594.0K | 0.00% | +13,820 | New |
| Cipher Capital LP | 13,820 | $594.0K | 0.10% | +13,820 | New |
| Snowden Capital Advisors LLC | 13,844 | $595.0K | 0.03% | −4,127−23.0% | Reduced |
| Davenport & Co LLC | 13,832 | $595.0K | 0.01% | −2,512−15.4% | Reduced |
| Heron Bay Capital Management | 13,971 | $601.0K | 0.41% | +13,971 | New |
| TownSquare Capital, LLC | 14,016 | $602.0K | 0.02% | −1,774−11.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 14,013 | $603.0K | 0.02% | −66,527−82.6% | Reduced |
| First National Bank Sioux Falls | 14,027 | $603.0K | 0.63% | +139+1.0% | Added |
| Umb Bank N A | 14,064 | $605.0K | 0.01% | −14,164−50.2% | Reduced |
| Chemistry Wealth Management LLC | 14,192 | $610.0K | 0.24% | +80+0.6% | Added |
| Bokf, NA | 14,335 | $616.0K | 0.01% | −552−3.7% | Reduced |
| UBP Investment Advisors SA | 14,409 | $620.0K | 0.32% | 00.0% | Unchanged |
| Marshall Wace, LLP | 14,472 | $622.0K | 0.00% | +14,472 | New |
| Kraematon Investment Advisors, Inc | 14,481 | $623.0K | 0.80% | −1,340−8.5% | Reduced |
| Walter & Keenan Financial Consulting Co | 14,626 | $629.0K | 0.27% | −2,480−14.5% | Reduced |
| Element Pointe Advisors, LLC | 14,819 | $637.0K | 0.37% | −76−0.5% | Reduced |
| Great Valley Advisor Group, Inc. | 14,872 | $640.0K | 0.04% | +1,560+11.7% | Added |
| D.A. Davidson & Co. | 15,005 | $645.0K | 0.01% | −738−4.7% | Reduced |
| Lansing Street Advisors | 15,347 | $660.0K | 0.51% | +46+0.3% | Added |
| Maven Securities LTD | 15,374 | $661.0K | 0.03% | +5,700+58.9% | Added |
| Gilbert & Cook, Inc. | 13,274 | $662.0K | 0.15% | +1,332+11.2% | Added |
| State of Alaska, Department of Revenue | 15,477 | $665.0K | 0.01% | −2,230−12.6% | Reduced |
| Paradigm Asset Management Co LLC | 16,004 | $688.2K | 0.23% | −200−1.2% | Reduced |
| Curated Wealth Partners LLC | 16,171 | $696.0K | 0.20% | −235−1.4% | Reduced |
| Essex Financial Services, Inc. | 16,333 | $702.0K | 0.08% | −650−3.8% | Reduced |
| Belpointe Asset Management LLC | 16,892 | $727.0K | 0.05% | +2,161+14.7% | Added |
| Keybank National Association | 17,017 | $732.0K | 0.00% | −1,703−9.1% | Reduced |
| Southeast Asset Advisors Inc. | 17,167 | $738.0K | 0.13% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 17,375 | $747.0K | 0.08% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 17,496 | $752.0K | 0.06% | +1,262+7.8% | Added |
| Next Capital Management LLC | 17,503 | $753.0K | 0.57% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 17,647 | $759.0K | 0.16% | +17,647 | New |
| Horizon Investments, LLC | 17,706 | $761.0K | 0.02% | +17,706 | New |
| Empowered Funds, LLC | 17,745 | $763.0K | 0.07% | +684+4.0% | Added |
| Raymond James Trust N.A. | 17,827 | $766.0K | 0.03% | +1,194+7.2% | Added |
| Baker Tilly Wealth Management, LLC | 17,952 | $772.0K | 0.11% | −1,753−8.9% | Reduced |
| Roundview Capital LLC | 17,970 | $773.0K | 0.10% | +236+1.3% | Added |
| Ar Asset Management Inc | 18,000 | $774.0K | 0.23% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 18,650 | $802.0K | 0.20% | −6,620−26.2% | Reduced |
| Seven Post Investment Office LP | 18,700 | $804.0K | 0.31% | 00.0% | Unchanged |
| Allstate Corp | 18,771 | $807.0K | 0.02% | −189−1.0% | Reduced |
| GWM Advisors LLC | 18,826 | $809.0K | 0.01% | −6,940−26.9% | Reduced |
| Mercer Global Advisors Inc | 18,907 | $813.0K | 0.00% | −4,583−19.5% | Reduced |
| Achmea Investment Management B.V. | 19,149 | $824.0K | 0.03% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 19,215 | $825.0K | 0.00% | −11,972−38.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 19,200 | $826.0K | 0.01% | +11,681+155.4% | Added |
| Compton Capital Management Inc | 19,350 | $832.0K | 0.56% | −1,000−4.9% | Reduced |
| Regions Financial Corp | 19,603 | $843.0K | 0.01% | −421−2.1% | Reduced |
| Ameritas Advisory Services, LLC | 20,150 | $866.0K | 0.05% | +975+5.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 20,245 | $876.0K | 0.07% | 00.0% | Unchanged |
| Interval Partners, LP | 20,433 | $879.0K | 0.05% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 20,579 | $885.0K | 0.13% | −585−2.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 21,268 | $915.0K | 0.00% | −24,710−53.7% | Reduced |
| Lee Danner & Bass Inc | 21,600 | $929.0K | 0.10% | +200+0.9% | Added |
| Western Wealth Management, LLC | 21,734 | $936.0K | 0.05% | +376+1.8% | Added |
| Natixis | 21,906 | $959.0K | 0.00% | −1,470−6.3% | Reduced |
| Axiom Investment Management LLC | 22,491 | $968.0K | 1.93% | +62+0.3% | Added |
| Jag Capital Management, LLC | 23,005 | $989.0K | 0.14% | −105,789−82.1% | Reduced |
| MYDA Advisors LLC | 23,000 | $989.0K | 0.55% | +23,000 | New |
| Quantbot Technologies LP | 23,204 | $997.0K | 0.08% | +23,204 | New |
| Man Group plc | 23,788 | $1.02M | 0.00% | +23,788 | New |
| Estate Counselors, LLC | 23,913 | $1.03M | 0.16% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 24,283 | $1.04M | 1.17% | +36+0.1% | Added |
| FineMark National Bank & Trust | 24,693 | $1.06M | 0.05% | −14,684−37.3% | Reduced |
| Bray Capital Advisors | 24,965 | $1.07M | 0.34% | +76+0.3% | Added |
| TAP Consulting, LLC | 25,075 | $1.08M | 0.29% | −32,713−56.6% | Reduced |
| Gotham Asset Management, LLC | 25,679 | $1.10M | 0.03% | +975+3.9% | Added |
| McKinley Capital Management LLC /Delaware | 25,850 | $1.11M | 0.15% | −11,198−30.2% | Reduced |
| Independent Advisor Alliance | 26,195 | $1.13M | 0.07% | −1,450−5.2% | Reduced |
| Aaron Wealth Advisors | 26,183 | $1.13M | 0.21% | +26,183 | New |
| CFM Wealth Partners LLC | 26,494 | $1.14M | 0.36% | −3,528−11.8% | Reduced |
| MML Investors Services, LLC | 26,484 | $1.14M | 0.01% | −115−0.4% | Reduced |
| M&T Bank Corp | 26,632 | $1.15M | 0.01% | +267+1.0% | Added |
| Pinnacle Associates Ltd | 26,719 | $1.15M | 0.03% | +200+0.8% | Added |
| CIBC Private Wealth Group, LLC | 26,786 | $1.15M | 0.00% | +7,518+39.0% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 27,442 | $1.19M | 1.15% | 00.0% | Unchanged |
| Greenline Partners, LLC | 27,622 | $1.19M | 0.27% | +1,482+5.7% | Added |
| Byrne Asset Management LLC | 27,721 | $1.19M | 0.92% | −1,085−3.8% | Reduced |
| Integrated Advisors Network LLC | 27,873 | $1.20M | 0.08% | −1,269−4.4% | Reduced |
| InterOcean Capital Group, LLC | 28,500 | $1.23M | 0.05% | −10,000−26.0% | Reduced |
| Chicago Partners Investment Group LLC | 23,413 | $1.23M | 0.09% | −95−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 28,713 | $1.24M | 0.02% | −2,758−8.8% | Reduced |
| Candriam Luxembourg S.C.A. | 29,494 | $1.27M | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 29,802 | $1.28M | 0.07% | +175+0.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 29,975 | $1.29M | 0.03% | +25,000+502.5% | Added |
| Pearl River Capital, LLC | 30,087 | $1.29M | 0.24% | +1,562+5.5% | Added |
| Barr E S & Co | 30,825 | $1.32M | 0.12% | +400+1.3% | Added |
| Royce & Associates LP | 30,858 | $1.33M | 0.02% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 31,207 | $1.34M | 0.03% | 00.0% | Unchanged |
| Creative Planning | 31,473 | $1.35M | 0.00% | +1,005+3.3% | Added |
| KBC Group NV | 32,297 | $1.39M | 0.01% | −52−0.2% | Reduced |