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 |
|---|---|---|---|---|---|
| Professional Financial Advisors, LLC | 1,520 | $65.0K | 0.04% | +3+0.2% | Added |
| Perkins Coie Trust Co | 1,194 | $51.0K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 1,159 | $49.0K | 0.01% | +127+12.3% | Added |
| Whittier Trust Co of Nevada Inc | 1,100 | $47.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,074 | $46.0K | 0.00% | +25+2.4% | Added |
| Signaturefd, LLC | 1,070 | $46.0K | 0.00% | +120+12.6% | Added |
| Riverview Trust Co | 1,046 | $45.0K | 0.04% | +1,046 | New |
| Trust Co of Vermont | 1,000 | $43.0K | 0.00% | 00.0% | Unchanged |
| Motco | 1,000 | $43.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,000 | $43.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 980 | $42.0K | 0.01% | −311−24.1% | Reduced |
| Private Trust Co NA | 975 | $42.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 974 | $42.0K | 0.02% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 910 | $39.0K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 869 | $37.0K | 0.01% | −70−7.5% | Reduced |
| Capital Analysts, LLC | 839 | $36.0K | 0.00% | −919−52.3% | Reduced |
| Howe & Rusling Inc | 843 | $36.0K | 0.00% | +193+29.7% | Added |
| Canton Hathaway, LLC | 800 | $34.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 688 | $30.0K | 0.00% | +180+35.4% | Added |
| Column Capital Advisors, LLC | 651 | $28.0K | 0.01% | +651 | New |
| Brown Brothers Harriman & Co | 635 | $27.0K | 0.00% | −17,765−96.5% | Reduced |
| Deseret Mutual Benefit Administrators | 628 | $27.0K | 0.01% | +33+5.5% | Added |
| NuWave Investment Management, LLC | 637 | $27.0K | 0.03% | +637 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 610 | $26.0K | 0.00% | −38,406−98.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $26.0K | 0.00% | −2,600−81.3% | Reduced |
| Core Alternative Capital | 605 | $26.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 606 | $26.0K | 0.01% | +1+0.2% | Added |
| CVA Family Office, LLC | 580 | $25.0K | 0.01% | +210+56.8% | Added |
| Arcadia Investment Management Corp | 568 | $24.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 559 | $24.0K | 0.00% | +125+28.8% | Added |
| Mach-1 Financial Group, Inc. | 535 | $23.0K | 0.02% | −525−49.5% | Reduced |
| Arlington Partners LLC | 530 | $23.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 540 | $23.0K | 0.00% | +2+0.4% | Added |
| Disciplined Investments, LLC | 532 | $23.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $22.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 500 | $22.0K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 500 | $22.0K | 0.00% | −4−0.8% | Reduced |
| Trustcore Financial Services, LLC | 500 | $22.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 503 | $22.0K | 0.01% | +503 | New |
| Proequities, Inc. | 454 | $20.0K | 0.00% | −240−34.6% | Reduced |
| Parkside Financial Bank & Trust | 466 | $20.0K | 0.01% | +51+12.3% | Added |
| Focused Wealth Management, Inc | 447 | $19.0K | 0.00% | +1+0.2% | Added |
| SOA Wealth Advisors, LLC. | 452 | $19.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 418 | $18.0K | 0.01% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 407 | $18.0K | 0.01% | +407 | New |
| HM Payson & Co | 398 | $17.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 368 | $16.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 365 | $15.0K | 0.00% | −5−1.4% | Reduced |
| Denali Advisors LLC | 300 | $13.0K | 0.01% | −200−40.0% | Reduced |
| Cambridge Trust Co | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 285 | $12.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 290 | $12.0K | 0.00% | +222+326.5% | Added |
| Pinebridge Investments, L.P. | 254 | $11.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 205 | $9.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 215 | $9.00K | 0.01% | +116+117.2% | Added |
| MUFG Americas Holdings Corp | 215 | $9.00K | 0.00% | +215 | New |
| Quadrant Capital Group LLC | 185 | $8.00K | 0.00% | −151−44.9% | Reduced |
| Hazlett, Burt & Watson, Inc. | 200 | $8.00K | 0.01% | +200 | New |
| Axim Planning & Wealth | 174 | $7.00K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 172 | $7.00K | 0.00% | +172 | New |
| Glassman Wealth Services | 146 | $6.00K | 0.00% | −18−11.0% | Reduced |
| Atticus Wealth Management, LLC | 133 | $6.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 131 | $6.00K | 0.00% | +22+20.2% | Added |
| Central Trust Co | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 125 | $5.00K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 120 | $5.00K | 0.00% | +120 | New |
| Glen Eagle Advisors, LLC | 100 | $4.30K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 89 | $4.00K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 104 | $4.00K | 0.00% | +21+25.3% | Added |
| Almanack Investment Partners, LLC. | 92 | $4.00K | 0.00% | +92 | New |
| Ameritas Investment Partners, Inc. | 80 | $3.00K | 0.00% | −100−55.6% | Reduced |
| Meeder Asset Management Inc | 77 | $3.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 68 | $3.00K | 0.00% | −10−12.8% | Reduced |
| Sandy Spring Bank | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 71 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 72 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 76 | $3.00K | 0.00% | +2+2.7% | Added |
| Capital Advisors, Ltd. LLC | 62 | $3.00K | 0.00% | +36+138.5% | Added |
| Osterweis Capital Management Inc | 59 | $3.00K | 0.00% | +59 | New |
| Householder Group Estate & Retirement Specialist, LLC | 75 | $3.00K | 0.00% | +75 | New |
| Harvest Fund Management Co., Ltd | 46 | $2.00K | 0.00% | −3,386−98.7% | Reduced |
| Financial Management Professionals, Inc. | 57 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 41 | $2.00K | 0.00% | +32+355.6% | Added |
| Sutton Wealth Advisors Inc. | 33 | $1.42K | 0.00% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 25 | $1.09K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 30 | $1.00K | 0.00% | +5+20.0% | Added |
| Investors Research Corp | 12 | $1.00K | 0.00% | +8+200.0% | Added |
| First Financial Corp | 16 | $1.00K | 0.00% | +16 | New |
| EverSource Wealth Advisors, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Castleview Partners, LLC | 21 | $1.00K | 0.00% | +21 | New |