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 |
|---|---|---|---|---|---|
| Veritable, L.P. | 6,483 | $279.0K | 0.01% | +1,211+23.0% | Added |
| Brighton Jones LLC | 6,459 | $278.0K | 0.02% | −713−9.9% | Reduced |
| Gateway Advisory, LLC | 6,427 | $276.0K | 0.07% | +20.0% | Added |
| Masso Torrence Wealth Management Inc. | 6,315 | $272.0K | 0.24% | −1,482−19.0% | Reduced |
| Clearwater Capital Advisors, LLC | 6,290 | $270.0K | 0.04% | +6,290 | New |
| 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 |
| Siemens Fonds Invest GmbH | 6,172 | $265.0K | 0.03% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 6,112 | $263.0K | 0.19% | +15+0.2% | Added |
| Ieq Capital, LLC | 6,099 | $262.0K | 0.01% | −390−6.0% | Reduced |
| Lazard Asset Management LLC | 6,031 | $259.0K | 0.00% | +31+0.5% | Added |
| 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 |
| Glenmede Trust Co NA | 6,018 | $257.0K | 0.00% | −56−0.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 5,959 | $256.0K | 0.01% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 5,900 | $254.0K | 0.02% | +1,150+24.2% | Added |
| 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 |
| Transcend Wealth Collective, LLC | 5,827 | $251.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Alyeska Investment Group, L.P. | 5,693 | $245.0K | 0.00% | +5,693 | New |
| Two Sigma Securities, LLC | 5,585 | $240.0K | 0.03% | +55+1.0% | Added |
| Good Life Advisors, LLC | 5,567 | $239.0K | 0.04% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 5,539 | $238.0K | 0.07% | −443−7.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 5,500 | $237.0K | 0.03% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 5,470 | $235.0K | 0.06% | 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 |
| 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 |
| Chesapeake Wealth Management | 5,402 | $232.0K | 0.11% | −14,046−72.2% | Reduced |
| Hodges Capital Management Inc. | 5,373 | $231.0K | 0.04% | +10+0.2% | Added |
| Driehaus Capital Management LLC | 5,294 | $228.0K | 0.00% | +5,294 | 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 |
| 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 |
| First Horizon Advisors, Inc. | 5,177 | $222.0K | 0.01% | +192+3.9% | Added |
| KCM Investment Advisors LLC | 5,100 | $219.0K | 0.01% | +300+6.3% | Added |
| Nisa Investment Advisors, LLC | 4,650 | $218.0K | 0.00% | +1,840+65.5% | Added |
| Horizon Kinetics Asset Management LLC | 5,058 | $217.0K | 0.00% | 00.0% | Unchanged |
| Ashfield Capital Partners, LLC | 5,018 | $216.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| 9258 Wealth Management, LLC | 4,943 | $213.0K | 0.05% | +20.0% | Added |
| Symmetry Partners, LLC | 4,908 | $211.0K | 0.01% | 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 |
| 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 |
| TrinityPoint Wealth, LLC | 4,790 | $206.0K | 0.05% | +5+0.1% | Added |
| Arkadios Wealth Advisors | 4,776 | $205.0K | 0.03% | −4−0.1% | Reduced |
| First City Capital Management, Inc. | 4,750 | $204.0K | 0.13% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 4,712 | $203.0K | 0.05% | +10.0% | Added |
| Aft, Forsyth & Sober, LLC | 4,700 | $202.0K | 0.10% | 00.0% | Unchanged |
| Lido Advisors, LLC | 4,669 | $200.0K | 0.00% | +276+6.3% | Added |
| Seeyond | 4,628 | $199.0K | 0.02% | −251−5.1% | Reduced |
| SG Americas Securities, LLC | 4,611 | $198.0K | 0.00% | −10,631−69.7% | Reduced |
| Ossiam | 4,560 | $196.0K | 0.01% | +4,560 | New |
| Huntington National Bank | 4,415 | $190.0K | 0.00% | −802−15.4% | Reduced |
| SRS Capital Advisors, Inc. | 4,275 | $184.0K | 0.03% | −73−1.7% | Reduced |
| Leonteq Securities AG | 4,238 | $182.2K | 0.01% | −433−9.3% | Reduced |
| Montag A & Associates Inc | 4,191 | $180.0K | 0.01% | +2,512+149.6% | Added |
| Itau Unibanco Holding S.A. | 3,896 | $168.0K | 0.01% | +3,896 | New |
| Asahi Life Asset Management Co., Ltd. | 3,840 | $165.0K | 0.05% | +3,840 | New |
| Power Corp of Canada | 3,680 | $158.0K | 0.02% | +3,680 | New |
| Compagnie Lombard Odier SCmA | 3,615 | $155.0K | 0.00% | −2,035−36.0% | Reduced |
| Whittier Trust Co | 3,590 | $154.0K | 0.00% | +3,337+1,319.0% | Added |
| Citizens National Bank Trust Department | 3,555 | $153.0K | 0.05% | 00.0% | Unchanged |
| FourThought Financial, LLC | 3,446 | $148.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Rosenberg Matthew Hamilton | 3,064 | $132.0K | 0.05% | +780+34.2% | Added |
| 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 |
| Fifth Third Bancorp | 2,747 | $118.0K | 0.00% | −126−4.4% | Reduced |
| Hexagon Capital Partners LLC | 2,590 | $111.0K | 0.03% | −258−9.1% | Reduced |
| TFC Financial Management | 2,550 | $110.0K | 0.03% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,409 | $104.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,344 | $101.0K | 0.00% | −56−2.3% | 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 |
| Tower Research Capital LLC (TRC) | 2,095 | $90.0K | 0.00% | −15,596−88.2% | Reduced |
| 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 |
| Benjamin F. Edwards & Company, Inc. | 1,950 | $84.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,926 | $83.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,900 | $82.0K | 0.05% | +1,900 | New |
| Covestor Ltd | 1,751 | $76.0K | 0.07% | +1,427+440.4% | Added |
| Atlas Capital Advisors LLC | 1,750 | $75.3K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,745 | $75.0K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 1,685 | $74.0K | 0.04% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,670 | $72.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,605 | $69.0K | 0.05% | +5+0.3% | Added |
| Hoey Investments, Inc | 1,569 | $67.0K | 0.03% | 00.0% | Unchanged |