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 |
|---|---|---|---|---|---|
| US Bancorp | 35,905 | $1.54M | 0.00% | +3,813+11.9% | Added |
| Avitas Wealth Management LLC | 35,625 | $1.53M | 0.35% | +527+1.5% | Added |
| Brandywine Global Investment Management, LLC | 35,596 | $1.53M | 0.01% | −548,599−93.9% | Reduced |
| Cetera Advisor Networks LLC | 35,132 | $1.51M | 0.02% | +484+1.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 34,929 | $1.50M | 0.03% | +392+1.1% | Added |
| IFP Advisors, Inc | 57,307 | $1.50M | 0.04% | +2,872+5.3% | Added |
| Larson Financial Group LLC | 34,760 | $1.50M | 0.21% | +34,707+65,484.9% | Added |
| Northwestern Mutual Wealth Management Co | 33,040 | $1.42M | 0.00% | +798+2.5% | Added |
| CIBC World Markets Inc. | 33,033 | $1.42M | 0.01% | +13,661+70.5% | Added |
| KBC Group NV | 32,297 | $1.39M | 0.01% | −52−0.2% | Reduced |
| Creative Planning | 31,473 | $1.35M | 0.00% | +1,005+3.3% | Added |
| Illinois Municipal Retirement Fund | 31,207 | $1.34M | 0.03% | 00.0% | Unchanged |
| Royce & Associates LP | 30,858 | $1.33M | 0.02% | 00.0% | Unchanged |
| Barr E S & Co | 30,825 | $1.32M | 0.12% | +400+1.3% | Added |
| Pearl River Capital, LLC | 30,087 | $1.29M | 0.24% | +1,562+5.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 29,975 | $1.29M | 0.03% | +25,000+502.5% | Added |
| TD Private Client Wealth LLC | 29,802 | $1.28M | 0.07% | +175+0.6% | Added |
| Candriam Luxembourg S.C.A. | 29,494 | $1.27M | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 28,713 | $1.24M | 0.02% | −2,758−8.8% | Reduced |
| Chicago Partners Investment Group LLC | 23,413 | $1.23M | 0.09% | −95−0.4% | Reduced |
| InterOcean Capital Group, LLC | 28,500 | $1.23M | 0.05% | −10,000−26.0% | Reduced |
| Integrated Advisors Network LLC | 27,873 | $1.20M | 0.08% | −1,269−4.4% | Reduced |
| Byrne Asset Management LLC | 27,721 | $1.19M | 0.92% | −1,085−3.8% | Reduced |
| Greenline Partners, LLC | 27,622 | $1.19M | 0.27% | +1,482+5.7% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 27,442 | $1.19M | 1.15% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 26,786 | $1.15M | 0.00% | +7,518+39.0% | Added |
| Pinnacle Associates Ltd | 26,719 | $1.15M | 0.03% | +200+0.8% | Added |
| M&T Bank Corp | 26,632 | $1.15M | 0.01% | +267+1.0% | Added |
| 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 |
| 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 |
| McKinley Capital Management LLC /Delaware | 25,850 | $1.11M | 0.15% | −11,198−30.2% | Reduced |
| Gotham Asset Management, LLC | 25,679 | $1.10M | 0.03% | +975+3.9% | Added |
| TAP Consulting, LLC | 25,075 | $1.08M | 0.29% | −32,713−56.6% | Reduced |
| Bray Capital Advisors | 24,965 | $1.07M | 0.34% | +76+0.3% | Added |
| FineMark National Bank & Trust | 24,693 | $1.06M | 0.05% | −14,684−37.3% | Reduced |
| Cross Staff Investments Inc | 24,283 | $1.04M | 1.17% | +36+0.1% | Added |
| Estate Counselors, LLC | 23,913 | $1.03M | 0.16% | 00.0% | Unchanged |
| Man Group plc | 23,788 | $1.02M | 0.00% | +23,788 | New |
| Quantbot Technologies LP | 23,204 | $997.0K | 0.08% | +23,204 | New |
| 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 |
| Axiom Investment Management LLC | 22,491 | $968.0K | 1.93% | +62+0.3% | Added |
| Natixis | 21,906 | $959.0K | 0.00% | −1,470−6.3% | Reduced |
| Western Wealth Management, LLC | 21,734 | $936.0K | 0.05% | +376+1.8% | Added |
| Lee Danner & Bass Inc | 21,600 | $929.0K | 0.10% | +200+0.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 21,268 | $915.0K | 0.00% | −24,710−53.7% | Reduced |
| Oxford Financial Group Ltd | 20,579 | $885.0K | 0.13% | −585−2.8% | Reduced |
| Interval Partners, LP | 20,433 | $879.0K | 0.05% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 20,245 | $876.0K | 0.07% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 20,150 | $866.0K | 0.05% | +975+5.1% | Added |
| Regions Financial Corp | 19,603 | $843.0K | 0.01% | −421−2.1% | Reduced |
| Compton Capital Management Inc | 19,350 | $832.0K | 0.56% | −1,000−4.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 19,200 | $826.0K | 0.01% | +11,681+155.4% | Added |
| Allspring Global Investments Holdings, LLC | 19,215 | $825.0K | 0.00% | −11,972−38.4% | Reduced |
| Achmea Investment Management B.V. | 19,149 | $824.0K | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 18,907 | $813.0K | 0.00% | −4,583−19.5% | Reduced |
| GWM Advisors LLC | 18,826 | $809.0K | 0.01% | −6,940−26.9% | Reduced |
| Allstate Corp | 18,771 | $807.0K | 0.02% | −189−1.0% | Reduced |
| Seven Post Investment Office LP | 18,700 | $804.0K | 0.31% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 18,650 | $802.0K | 0.20% | −6,620−26.2% | Reduced |
| Ar Asset Management Inc | 18,000 | $774.0K | 0.23% | 00.0% | Unchanged |
| Roundview Capital LLC | 17,970 | $773.0K | 0.10% | +236+1.3% | Added |
| Baker Tilly Wealth Management, LLC | 17,952 | $772.0K | 0.11% | −1,753−8.9% | Reduced |
| Raymond James Trust N.A. | 17,827 | $766.0K | 0.03% | +1,194+7.2% | Added |
| Empowered Funds, LLC | 17,745 | $763.0K | 0.07% | +684+4.0% | Added |
| Horizon Investments, LLC | 17,706 | $761.0K | 0.02% | +17,706 | New |
| Blueshift Asset Management, LLC | 17,647 | $759.0K | 0.16% | +17,647 | New |
| Next Capital Management LLC | 17,503 | $753.0K | 0.57% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 17,496 | $752.0K | 0.06% | +1,262+7.8% | Added |
| Franklin Street Advisors Inc | 17,375 | $747.0K | 0.08% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 17,167 | $738.0K | 0.13% | 00.0% | Unchanged |
| Keybank National Association | 17,017 | $732.0K | 0.00% | −1,703−9.1% | Reduced |
| Belpointe Asset Management LLC | 16,892 | $727.0K | 0.05% | +2,161+14.7% | Added |
| Essex Financial Services, Inc. | 16,333 | $702.0K | 0.08% | −650−3.8% | Reduced |
| Curated Wealth Partners LLC | 16,171 | $696.0K | 0.20% | −235−1.4% | Reduced |
| Paradigm Asset Management Co LLC | 16,004 | $688.2K | 0.23% | −200−1.2% | Reduced |
| State of Alaska, Department of Revenue | 15,477 | $665.0K | 0.01% | −2,230−12.6% | Reduced |
| Gilbert & Cook, Inc. | 13,274 | $662.0K | 0.15% | +1,332+11.2% | Added |
| Maven Securities LTD | 15,374 | $661.0K | 0.03% | +5,700+58.9% | Added |
| Lansing Street Advisors | 15,347 | $660.0K | 0.51% | +46+0.3% | Added |
| D.A. Davidson & Co. | 15,005 | $645.0K | 0.01% | −738−4.7% | Reduced |
| Great Valley Advisor Group, Inc. | 14,872 | $640.0K | 0.04% | +1,560+11.7% | Added |
| Element Pointe Advisors, LLC | 14,819 | $637.0K | 0.37% | −76−0.5% | Reduced |
| Walter & Keenan Financial Consulting Co | 14,626 | $629.0K | 0.27% | −2,480−14.5% | Reduced |
| Kraematon Investment Advisors, Inc | 14,481 | $623.0K | 0.80% | −1,340−8.5% | Reduced |
| Marshall Wace, LLP | 14,472 | $622.0K | 0.00% | +14,472 | New |
| UBP Investment Advisors SA | 14,409 | $620.0K | 0.32% | 00.0% | Unchanged |
| Bokf, NA | 14,335 | $616.0K | 0.01% | −552−3.7% | Reduced |
| Chemistry Wealth Management LLC | 14,192 | $610.0K | 0.24% | +80+0.6% | Added |
| Umb Bank N A | 14,064 | $605.0K | 0.01% | −14,164−50.2% | 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 |
| TownSquare Capital, LLC | 14,016 | $602.0K | 0.02% | −1,774−11.2% | Reduced |
| Heron Bay Capital Management | 13,971 | $601.0K | 0.41% | +13,971 | 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 |
| 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 |