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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
TSFG, LLC974$45.0K0.02%00.0%Unchanged
Sound Income Strategies, LLC980$45.5K0.01%00.0%Unchanged
Trust Co of Vermont1,000$46.4K0.00%00.0%Unchanged
Motco1,000$46.4K0.00%00.0%Unchanged
Delta Asset Management LLC1,001$46.5K0.01%+1,001New
Accurate Wealth Management, LLC928$46.5K0.02%+928New
Affiance Financial, LLC1,003$46.6K0.02%+1,003New
Parkside Financial Bank & Trust1,060$49.2K0.01%+594+127.5%Added
Whittier Trust Co of Nevada Inc1,100$51.1K0.00%00.0%Unchanged
Perkins Coie Trust Co1,194$55.4K0.02%00.0%Unchanged
Column Capital Advisors, LLC1,241$57.6K0.01%+590+90.6%Added
AM Squared Ltd1,300$60.3K0.04%+1,300New
Hollencrest Capital Management1,360$63.1K0.01%+1,360New
Zions Bancorporation, N.A.1,494$69.4K0.01%+1,494New
Paradigm Asset Management Co LLC1,504$69.8K0.02%−14,500−90.6%Reduced
Hoey Investments, Inc1,569$72.8K0.03%00.0%Unchanged
Cary Street Partner Investment Advisory LLC1,594$74.0K0.01%+1,594New
Tower View Investment Management & Research LLC1,609$75.0K0.05%+4+0.2%Added
Arrow Financial Corp1,670$78.0K0.01%00.0%Unchanged
Fifth Third Bancorp1,727$80.2K0.00%−1,020−37.1%Reduced
Bogart Wealth, LLC1,745$81.0K0.01%00.0%Unchanged
Atlas Capital Advisors LLC1,750$81.2K0.01%00.0%Unchanged
Alta Advisers Ltd1,900$88.0K0.05%00.0%Unchanged
Smithfield Trust Co1,926$90.0K0.01%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.1,950$91.0K0.00%00.0%Unchanged
Wellington Shields Capital Management, LLC2,000$92.8K0.01%00.0%Unchanged
Baker Avenue Asset Management, LP2,054$95.3K0.01%+2,054New
Concord Wealth Partners2,078$96.5K0.03%+2,078New
MBM Wealth Consultants, LLC2,165$101.0K0.05%+480+28.5%Added
Granite FO LLC2,000$103.8K0.08%+2,000New
Crewe Advisors LLC2,343$108.8K0.02%−66−2.7%Reduced
Whittier Trust Co2,472$114.7K0.00%−1,118−31.1%Reduced
TFC Financial Management2,550$118.4K0.03%00.0%Unchanged
Montag A & Associates Inc2,666$123.7K0.01%−1,525−36.4%Reduced
Hexagon Capital Partners LLC2,757$128.0K0.04%+167+6.4%Added
Tradition Wealth Management, LLC2,919$135.0K0.02%+2,231+324.3%Added
Wellington Shields & Co., LLC3,000$139.3K0.03%00.0%Unchanged
Fortis Advisors, LLC3,000$139.3K0.11%00.0%Unchanged
U.S. Capital Wealth Advisors, LLC3,027$140.5K0.01%+3,027New
Bessemer Group Inc3,042$141.0K0.00%+698+29.8%Added
Rosenberg Matthew Hamilton3,064$142.2K0.05%00.0%Unchanged
GWM Advisors LLC7,683$143.7K0.00%−11,143−59.2%Reduced
SRS Capital Advisors, Inc.3,159$146.6K0.02%−1,116−26.1%Reduced
Western Pacific Wealth Management, LP3,201$148.6K0.12%+970+43.5%Added
Newbridge Financial Services Group, Inc.3,326$154.4K0.09%+3+0.1%Added
Carmichael Hill & Associates, Inc.3,329$154.5K0.09%+10+0.3%Added
Signaturefd, LLC3,401$157.9K0.00%+2,331+217.9%Added
Citizens National Bank Trust Department3,555$165.0K0.05%00.0%Unchanged
Power Corp of Canada3,680$170.8K0.03%00.0%Unchanged
Operose Advisors LLC3,925$182.2K0.10%−1,075−21.5%Reduced
Walleye Trading LLC3,943$183.0K0.00%+3,943New
Resurgent Financial Advisors LLC3,978$184.7K0.10%+3,978New
Leonteq Securities AG4,238$196.7K0.01%00.0%Unchanged
Itau Unibanco Holding S.A.4,241$198.2K0.01%+345+8.9%Added
Venture Visionary Partners LLC4,361$202.4K0.01%+4,361New
Huntington National Bank4,415$204.9K0.00%00.0%Unchanged
Kavar Capital Partners Group, LLC4,496$208.7K0.05%+4,496New
Schneider Downs Wealth Management Advisors, LP4,500$208.9K0.05%+4,500New
RDA Financial Network4,515$209.6K0.11%+4,515New
Forum Financial Management, LP4,519$209.8K0.01%+4,519New
Prospera Financial Services Inc4,534$210.5K0.01%+4,534New
Compagnie Lombard Odier SCmA4,586$213.0K0.01%+971+26.9%Added
Wealthfront Advisers LLC4,604$213.7K0.00%+4,604New
Seeyond4,617$214.3K0.02%−11−0.2%Reduced
Nisa Investment Advisors, LLC4,650$216.0K0.00%00.0%Unchanged
Aft, Forsyth & Sober, LLC4,700$218.2K0.10%00.0%Unchanged
Aviance Capital Partners, LLC4,712$218.7K0.05%00.0%Unchanged
First City Capital Management, Inc.4,754$220.7K0.13%+4+0.1%Added
First Bank & Trust4,761$221.0K0.06%+4,761New
Arkadios Wealth Advisors4,779$221.8K0.03%+3+0.1%Added
Ieq Capital, LLC4,798$222.7K0.01%−1,301−21.3%Reduced
Duncker Streett & Co Inc4,800$222.8K0.05%−375−7.2%Reduced
Eschler Asset Management LLP4,815$223.5K0.42%00.0%Unchanged
HB Wealth Management, LLC4,815$223.5K0.00%+4,815New
TrinityPoint Wealth, LLC4,820$223.7K0.05%+30+0.6%Added
BancorpSouth Bank4,820$223.8K0.02%−1,379−22.2%Reduced
Buckingham Strategic Partners4,865$225.8K0.02%+4,865New
Symmetry Partners, LLC4,908$228.0K0.01%00.0%Unchanged
Pathstone Family Office, LLC6,981$228.2K0.00%+6,981New
9258 Wealth Management, LLC4,935$229.1K0.05%−8−0.2%Reduced
Register Financial Advisors LLC4,950$229.8K0.15%+4,950New
JustInvest LLC4,974$230.9K0.01%−1,233−19.9%Reduced
Capital Planning Advisors, LLC4,983$231.3K0.05%−487−8.9%Reduced
Valeo Financial Advisors, LLC5,037$233.8K0.01%+5,037New
Horizon Kinetics Asset Management LLC5,058$234.8K0.00%00.0%Unchanged
Edgemoor Investment Advisors, Inc.5,100$236.7K0.03%−400−7.3%Reduced
KCM Investment Advisors LLC5,114$237.0K0.01%+14+0.3%Added
Exos TFP Holdings LLC5,157$239.4K0.07%−1,874−26.7%Reduced
Mirabella Financial Services LLP5,264$244.4K0.02%+5,264New
Veriti Management LLC5,283$245.2K0.03%+9+0.2%Added
PRW Wealth Management LLC5,300$246.0K0.11%−112−2.1%Reduced
Comerica Bank4,609$247.0K0.00%+4,609New
Hodges Capital Management Inc.5,384$250.0K0.02%+11+0.2%Added
Dymon Asia Capital (Singapore) Pte. Ltd.5,400$250.7K0.59%+5,400New
First Horizon Advisors, Inc.5,402$250.8K0.01%+225+4.3%Added
Oppenheimer Asset Management Inc.5,430$252.1K0.00%−39,625−87.9%Reduced
Steel Peak Wealth Management LLC5,450$253.0K0.02%+5+0.1%Added
American Trust5,484$254.6K0.02%+75+1.4%Added
Driehaus Capital Management LLC5,492$254.9K0.00%+198+3.7%Added
SageView Advisory Group, LLC5,509$255.7K0.02%+5,509New