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 |
|---|---|---|---|---|---|
| Guardian Investment Management | 13,750 | $591.0K | 0.61% | 00.0% | Unchanged |
| Toroso Investments, LLC | 13,698 | $589.0K | 0.02% | +239+1.8% | Added |
| CWA Asset Management Group, LLC | 13,683 | $588.0K | 0.06% | +437+3.3% | Added |
| Douglas Lane & Associates, LLC | 13,540 | $582.0K | 0.01% | −166−1.2% | Reduced |
| Kestra Private Wealth Services, LLC | 13,417 | $577.0K | 0.03% | +1,582+13.4% | Added |
| J.W. Cole Advisors, Inc. | 13,395 | $576.0K | 0.05% | −69−0.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 13,310 | $572.0K | 0.06% | −677−4.8% | Reduced |
| 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 |
| Canandaigua National Corp | 13,161 | $566.0K | 0.10% | −662−4.8% | Reduced |
| Sendero Wealth Management, LLC | 13,128 | $565.0K | 0.24% | +13,128 | New |
| Vestmark Advisory Solutions, Inc. | 12,930 | $556.0K | 0.03% | +964+8.1% | Added |
| Commerce Bank | 12,900 | $555.0K | 0.00% | −670−4.9% | Reduced |
| Prudential PLC | 12,856 | $553.0K | 0.01% | +1,114+9.5% | 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 |
| Fiduciary Group LLC | 9,558 | $539.0K | 0.07% | +158+1.7% | Added |
| ProVise Management Group, LLC | 12,479 | $537.0K | 0.06% | +2,789+28.8% | Added |
| CWM Advisors, LLC | 12,402 | $533.0K | 0.08% | −5,958−32.5% | Reduced |
| Blair William & Co | 12,329 | $530.0K | 0.00% | −321−2.5% | Reduced |
| Fort Pitt Capital Group, LLC | 12,304 | $529.0K | 0.02% | 00.0% | Unchanged |
| Alpha Paradigm Partners, LLC | 12,127 | $521.0K | 0.23% | +12,127 | New |
| Mission Wealth Management, LP | 12,035 | $518.0K | 0.03% | +50.0% | 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 |
| Van Eck Associates Corp | 11,862 | $510.0K | 0.00% | +184+1.6% | Added |
| MetLife Investment Management | 11,767 | $506.0K | 0.00% | −284−2.4% | Reduced |
| Vontobel Holding Ltd. | 11,676 | $502.0K | 0.01% | −16,228−58.2% | Reduced |
| First Pacific Advisors, LP | 11,600 | $499.0K | 0.01% | +1,400+13.7% | Added |
| Aries Wealth Management | 10,210 | $497.0K | 0.22% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 11,478 | $494.0K | 0.13% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 11,466 | $493.0K | 0.03% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 11,344 | $488.0K | 0.25% | +1,346+13.5% | Added |
| Guggenheim Capital LLC | 11,320 | $486.0K | 0.00% | −1,135−9.1% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 11,132 | $479.0K | 0.21% | +1,002+9.9% | Added |
| 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 |
| Virtus Family Office LLC | 11,060 | $476.0K | 1.22% | +11,060 | New |
| Beacon Pointe Advisors, LLC | 11,048 | $475.0K | 0.01% | −894−7.5% | Reduced |
| Baird Financial Group, Inc. | 11,017 | $474.0K | 0.00% | −1,728−13.6% | Reduced |
| 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 |
| Bradley Foster & Sargent Inc | 10,866 | $467.0K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 10,625 | $457.0K | 0.00% | +1,390+15.1% | Added |
| Beaumont Financial Partners, LLC | 10,420 | $448.0K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 10,236 | $440.0K | 0.03% | −1,077−9.5% | Reduced |
| Ritholtz Wealth Management | 10,150 | $436.0K | 0.02% | +10,150 | New |
| 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 |
| Intact Investment Management Inc. | 10,000 | $430.0K | 0.01% | 00.0% | Unchanged |
| Phocas Financial Corp. | 9,970 | $429.0K | 0.07% | +575+6.1% | Added |
| 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 |
| Krilogy Financial LLC | 9,833 | $423.0K | 0.05% | 00.0% | Unchanged |
| 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 |
| BI Asset Management Fondsmaeglerselskab A/S | 9,717 | $418.0K | 0.02% | −1,112−10.3% | Reduced |
| 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 |
| MAI Capital Management | 9,614 | $413.0K | 0.01% | +82+0.9% | Added |
| Geneos Wealth Management Inc. | 9,372 | $402.0K | 0.03% | −1,102−10.5% | Reduced |
| Financial Management Network Inc | 8,466 | $401.0K | 0.20% | +2,736+47.7% | Added |
| First Hawaiian Bank | 9,285 | $400.0K | 0.02% | −13,895−59.9% | Reduced |
| Diversified Trust Co | 9,177 | $395.0K | 0.02% | −81−0.9% | Reduced |
| Guinness Asset Management LTD | 9,082 | $391.0K | 0.01% | −786−8.0% | 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 |
| Mutual Advisors, LLC | 8,966 | $386.0K | 0.02% | −20.0% | 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 |
| Sawgrass Asset Management LLC | 8,736 | $376.0K | 0.05% | −96−1.1% | 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 |
| American Portfolios Advisors | 8,577 | $368.8K | 0.02% | −35−0.4% | Reduced |
| Old National Bancorp | 8,554 | $368.0K | 0.01% | +25+0.3% | Added |
| Smith Shellnut Wilson LLC | 8,508 | $366.0K | 0.24% | −820−8.8% | Reduced |
| Marks Group Wealth Management, Inc | 8,383 | $360.0K | 0.05% | +212+2.6% | Added |
| Advisory Services Network, LLC | 8,287 | $356.0K | 0.01% | −1,091−11.6% | Reduced |
| Corsair Capital Management, L.P. | 8,221 | $354.0K | 0.16% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 8,140 | $350.0K | 0.12% | +1,001+14.0% | Added |
| Banque Cantonale Vaudoise | 8,100 | $348.0K | 0.02% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 8,045 | $346.0K | 0.32% | −190−2.3% | Reduced |
| Sage Rhino Capital LLC | 7,887 | $339.0K | 0.14% | +8+0.1% | Added |
| CWM, LLC | 7,738 | $333.0K | 0.00% | +1,355+21.2% | Added |
| Henshaw Capital LLC | 7,572 | $325.6K | 0.02% | 00.0% | Unchanged |
| Simplex Trading, LLC | 7,569 | $325.0K | 0.01% | +7,569 | New |
| 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 |
| Global Retirement Partners, LLC | 6,626 | $322.0K | 0.02% | +11+0.2% | Added |
| Dakota Wealth Management | 7,381 | $317.0K | 0.03% | −150−2.0% | Reduced |
| NewEdge Wealth, LLC | 7,238 | $311.0K | 0.01% | −1,862−20.5% | Reduced |
| Diligent Investors, LLC | 7,192 | $309.0K | 0.11% | −25−0.3% | Reduced |
| Visionary Wealth Advisors | 7,159 | $308.0K | 0.03% | −145−2.0% | Reduced |
| Moloney Securities Asset Management, LLC | 7,141 | $307.0K | 0.07% | +20.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 7,085 | $305.0K | 0.02% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 7,031 | $302.0K | 0.14% | +7,031 | New |
| Regent Investment Management LLC | 7,000 | $301.0K | 0.09% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 6,744 | $290.0K | 0.01% | +6,744 | New |
| Dynamic Technology Lab Private Ltd | 6,580 | $283.0K | 0.03% | +6,580 | New |