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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.

Other share classesKKRSKKRTKKR.PD

13F holders, Q4 2022

Institutional positions in KKR & Co. Inc. as of Dec 31, 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
730
+33 vs. Q3 2022
Shares held
475.1M
+5.51M (+1.2%) vs. Q3 2022
Total value
$22.1B
+$1.86B (+9.2%) vs. Q3 2022
New holders
100
236 more added
Sold out
67
259 more reduced

12 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 730 institutions
Q1 2021: 651 institutionsQ2 2021: 704 institutionsQ3 2021: 745 institutionsQ4 2021: 833 institutionsQ1 2022: 786 institutionsQ2 2022: 732 institutionsQ3 2022: 709 institutionsQ4 2022: 730 institutionsQ1 2023: 742 institutionsQ2 2023: 758 institutionsQ3 2023: 792 institutionsQ4 2023: 918 institutionsQ1 2024: 1,033 institutionsQ2 2024: 1,068 institutionsQ3 2024: 1,172 institutionsQ4 2024: 1,324 institutionsQ1 2025: 1,290 institutionsQ2 2025: 1,331 institutionsQ3 2025: 1,377 institutionsQ4 2025: 1,403 institutionsQ1 2026: 1,285 institutionsQ2 2026: 1,284 institutions
Value heldQ4 2022: $22.1B
Q1 2021: $22.1BQ2 2021: $26.5BQ3 2021: $27.1BQ4 2021: $33.1BQ1 2022: $26.0BQ2 2022: $21.1BQ3 2022: $20.2BQ4 2022: $22.1BQ1 2023: $25.2BQ2 2023: $26.8BQ3 2023: $31.1BQ4 2023: $41.8BQ1 2024: $50.8BQ2 2024: $56.4BQ3 2024: $69.3BQ4 2024: $78.9BQ1 2025: $61.8BQ2 2025: $71.4BQ3 2025: $68.9BQ4 2025: $69.3BQ1 2026: $49.0BQ2 2026: $50.2B
Institutions holding KKR and their total value by quarter
QuarterHoldersValue
Q2 20261,284$50.2B
Q1 20261,285$49.0B
Q4 20251,403$69.3B
Q3 20251,377$68.9B
Q2 20251,331$71.4B
Q1 20251,290$61.8B
Q4 20241,324$78.9B
Q3 20241,172$69.3B
Q2 20241,068$56.4B
Q1 20241,033$50.8B
Q4 2023918$41.8B
Q3 2023792$31.1B
Q2 2023758$26.8B
Q1 2023742$25.2B
Q4 2022730$22.1B
Q3 2022709$20.2B
Q2 2022732$21.1B
Q1 2022786$26.0B
Q4 2021833$33.1B
Q3 2021745$27.1B
Q2 2021704$26.5B
Q1 2021651$22.1B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q3 2022.

Institutions holding KKR in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Steward Financial Group LLC17$00.00%+17New
Delos Wealth Advisors, LLC3$1390.00%00.0%Unchanged
Stonebridge Capital Advisors LLC5$2320.00%+5New
McElhenny Sheffield Capital Management, LLC12$5570.00%+12New
Investors Research Corp12$5620.00%00.0%Unchanged
Gradient Investments LLC13$6030.00%+5+62.5%Added
My Personal CFO, LLC13$6030.00%+13New
First Financial Corp16$7420.00%00.0%Unchanged
CoreCap Advisors, LLC16$7430.00%+16New
FinTrust Capital Advisors, LLC17$7670.00%00.0%Unchanged
Raffa Wealth Management, LLC17$7890.00%00.0%Unchanged
Disciplined Investments, LLC18$8360.00%−514−96.6%Reduced
Park Place Capital Corp31$1.00K0.00%+31New
Fiduciary Alliance LLC22$1.02K0.00%+22New
ICA Group Wealth Management, LLC23$1.07K0.00%+23New
Insight Financial Services25$1.16K0.00%00.0%Unchanged
Rise Advisors, LLC25$1.17K0.00%00.0%Unchanged
Castleview Partners, LLC26$1.21K0.00%+5+23.8%Added
Tfo-TDC, LLC27$1.43K0.00%+27New
Schubert & Co31$1.44K0.00%+1+3.3%Added
Sutton Wealth Advisors Inc.33$1.53K0.00%00.0%Unchanged
Cribstone Capital Management, LLC40$1.86K0.00%00.0%Unchanged
Harvest Fund Management Co., Ltd46$2.00K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.58$2.00K0.00%+17+41.5%Added
Penserra Capital Management LLC46$2.00K0.00%+46New
Bell Investment Advisors, Inc46$2.13K0.00%00.0%Unchanged
Allspring Global Investments Holdings, LLC59$2.74K0.00%−19,156−99.7%Reduced
Earnest Partners LLC59$2.74K0.00%00.0%Unchanged
Money Concepts Capital Corp59$2.74K0.00%+59New
Capital Advisors, Ltd. LLC71$3.00K0.00%+9+14.5%Added
Financial Management Professionals, Inc.57$3.00K0.00%00.0%Unchanged
Clearstead Advisors, LLC68$3.16K0.00%−222−76.6%Reduced
Harbour Investments, Inc.71$3.30K0.00%00.0%Unchanged
Bellevue Asset Management, LLC76$3.49K0.00%00.0%Unchanged
Colonial Trust Co78$3.65K0.00%+78New
Ameritas Investment Partners, Inc.80$3.71K0.00%00.0%Unchanged
NewSquare Capital LLC80$3.71K0.00%+80New
Exchange Traded Concepts, LLC82$3.81K0.00%+14+20.6%Added
JFS Wealth Advisors, LLC86$3.99K0.00%+14+19.4%Added
Macroview Investment Management LLC89$4.14K0.01%00.0%Unchanged
Glen Eagle Advisors, LLC100$4.64K0.00%00.0%Unchanged
Washington Trust Co102$4.74K0.00%−263−72.1%Reduced
Comerica Securities,inc.102$4.74K0.00%+102New
Beaird Harris Wealth Management, LLC107$4.97K0.00%+107New
Missouri Trust & Investment Co100$5.00K0.00%00.0%Unchanged
Jones Financial Companies LLLP115$5.00K0.00%+115New
Heritage Wealth Management, LLC114$5.29K0.00%+91+395.7%Added
Farther Finance Advisors, LLC116$5.38K0.00%+116New
Central Trust Co120$5.57K0.00%00.0%Unchanged
Islay Capital Management, LLC125$5.82K0.01%00.0%Unchanged
Atticus Wealth Management, LLC133$6.17K0.00%00.0%Unchanged
Armstrong Advisory Group, Inc150$6.96K0.00%+150New
Kayne Anderson Rudnick Investment Management LLC172$7.98K0.00%00.0%Unchanged
Salem Investment Counselors Inc175$8.12K0.00%+175New
Glassman Wealth Services176$8.17K0.00%+30+20.5%Added
Pathway Financial Advisers, LLC183$8.49K0.00%+183New
Plante Moran Financial Advisors, LLC188$8.73K0.00%+188New
AdvisorNet Financial, Inc190$8.82K0.00%+59+45.0%Added
Webster Bank, N. A.200$9.00K0.00%00.0%Unchanged
Core Alternative Capital199$9.25K0.00%−406−67.1%Reduced
Freedom Wealth Alliance, LLC200$9.28K0.01%+200New
Creative Financial Designs Inc206$9.55K0.00%+1+0.5%Added
Quarry LP251$11.7K0.01%+251New
Pinebridge Investments, L.P.254$11.8K0.00%00.0%Unchanged
RFP Financial Group LLC255$11.8K0.01%+255New
Riverview Trust Co273$13.0K0.01%−773−73.9%Reduced
PSI Advisors, LLC285$13.2K0.01%00.0%Unchanged
Endurance Wealth Management, Inc.300$14.0K0.00%00.0%Unchanged
Massmutual Trust Co FSB314$15.0K0.00%−245−43.8%Reduced
American National Bank321$15.0K0.00%+321New
MinichMacGregor Wealth Management, LLC336$15.6K0.01%+336New
Blume Capital Management, Inc.350$16.2K0.01%+350New
HM Payson & Co352$16.3K0.00%−46−11.6%Reduced
Covestor Ltd368$17.0K0.01%−1,383−79.0%Reduced
Pinnacle Bancorp, Inc.368$17.0K0.01%00.0%Unchanged
Gyon Technologies Capital Management, LP382$17.7K0.01%+382New
Riggs Asset Managment Co. Inc.418$19.4K0.01%00.0%Unchanged
Focused Wealth Management, Inc448$20.8K0.00%+1+0.2%Added
SOA Wealth Advisors, LLC.453$21.0K0.01%+1+0.2%Added
Proequities, Inc.454$21.1K0.00%00.0%Unchanged
Hazlett, Burt & Watson, Inc.450$22.0K0.02%+250+125.0%Added
Lindbrook Capital, LLC488$22.7K0.00%+384+369.2%Added
Harel Insurance Investments & Financial Services Ltd.500$23.0K0.00%00.0%Unchanged
Trustcore Financial Services, LLC500$23.2K0.00%00.0%Unchanged
BerganKDV Wealth Management, LLC512$23.8K0.00%+12+2.4%Added
Arlington Partners LLC530$24.6K0.00%00.0%Unchanged
Deseret Mutual Benefit Administrators531$24.6K0.01%−97−15.4%Reduced
Allworth Financial LP533$24.7K0.00%+533New
CVA Family Office, LLC535$24.8K0.01%−45−7.8%Reduced
Institutional & Family Asset Management, LLC542$25.1K0.00%+2+0.4%Added
Brown Brothers Harriman & Co550$25.5K0.00%−85−13.4%Reduced
Arcadia Investment Management Corp568$26.4K0.01%00.0%Unchanged
Livforsakringsbolaget Skandia, Omsesidigt600$27.8K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC607$28.2K0.01%+1+0.2%Added
Quadrant Capital Group LLC714$33.1K0.00%+529+285.9%Added
SJS Investment Consulting Inc.719$33.4K0.01%+216+42.9%Added
Canton Hathaway, LLC800$37.0K0.01%00.0%Unchanged
Kistler-Tiffany Companies, LLC910$42.2K0.01%00.0%Unchanged
Private Trust Co NA945$44.0K0.01%−30−3.1%Reduced
SkyView Investment Advisors, LLC939$44.0K0.01%+70+8.1%Added