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, 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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Meiji Yasuda Asset Management Co Ltd. | 5,510 | $256.0K | 0.01% | −250−4.3% | Reduced |
| Good Life Advisors, LLC | 5,567 | $258.4K | 0.04% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 5,624 | $261.1K | 0.02% | +438+8.4% | Added |
| International Assets Investment Management, LLC | 5,628 | $261.3K | 0.03% | +5,628 | New |
| Regions Financial Corp | 5,689 | $264.0K | 0.00% | −13,914−71.0% | Reduced |
| Transcend Wealth Collective, LLC | 5,827 | $270.5K | 0.03% | 00.0% | Unchanged |
| Arlington Financial Advisors, LLC | 5,865 | $272.3K | 0.11% | 00.0% | Unchanged |
| American International Group, Inc. | 5,884 | $273.1K | 0.00% | −117−1.9% | Reduced |
| Ssi Investment Management LLC | 5,912 | $274.4K | 0.02% | +5,912 | New |
| Gateway Advisory, LLC | 5,924 | $275.0K | 0.07% | −503−7.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 5,977 | $277.5K | 0.01% | +18+0.3% | Added |
| Umb Bank N A | 5,994 | $278.0K | 0.00% | −8,070−57.4% | Reduced |
| Family Management Corp | 6,003 | $278.7K | 0.07% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 6,031 | $279.0K | 0.00% | 00.0% | Unchanged |
| Northeast Investment Management | 6,000 | $279.0K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 6,116 | $283.9K | 0.06% | −3,812−38.4% | Reduced |
| Samalin Investment Counsel, LLC | 6,127 | $284.4K | 0.18% | +15+0.2% | Added |
| Siemens Fonds Invest GmbH | 6,172 | $286.5K | 0.03% | 00.0% | Unchanged |
| Cigna Investments Inc | 6,199 | $288.0K | 0.06% | +7+0.1% | Added |
| Sequoia Financial Advisors, LLC | 6,205 | $288.0K | 0.01% | +6,205 | New |
| Clearwater Capital Advisors, LLC | 6,290 | $292.0K | 0.04% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 6,305 | $292.7K | 0.00% | +287+4.8% | Added |
| Global Retirement Partners, LLC | 6,342 | $294.4K | 0.02% | −284−4.3% | Reduced |
| Fund Management at Engine No. 1 LLC | 6,348 | $294.7K | 0.07% | +809+14.6% | Added |
| Glenview Trust Co | 6,357 | $295.1K | 0.01% | +6,357 | New |
| Yousif Capital Management, LLC | 6,405 | $297.3K | 0.00% | +954+17.5% | Added |
| Clear Street Markets LLC | 6,489 | $301.0K | 0.06% | +6,488+648,800.0% | Added |
| Gsa Capital Partners LLP | 6,519 | $303.0K | 0.04% | +6,519 | New |
| Veritable, L.P. | 6,575 | $305.2K | 0.01% | +92+1.4% | Added |
| Dakota Wealth Management | 6,731 | $312.4K | 0.02% | −650−8.8% | Reduced |
| CWM, LLC | 6,777 | $315.0K | 0.00% | −961−12.4% | Reduced |
| NewEdge Wealth, LLC | 6,849 | $317.9K | 0.01% | −389−5.4% | Reduced |
| Old National Bancorp | 6,864 | $319.0K | 0.01% | −1,690−19.8% | Reduced |
| Diligent Investors, LLC | 6,893 | $319.9K | 0.10% | −299−4.2% | Reduced |
| Pittenger & Anderson Inc | 6,900 | $320.3K | 0.02% | +1,000+16.9% | Added |
| Regent Investment Management LLC | 7,000 | $325.0K | 0.09% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 7,085 | $328.9K | 0.02% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 7,142 | $331.6K | 0.07% | +10.0% | Added |
| CWM Advisors, LLC | 7,407 | $343.8K | 0.04% | −4,995−40.3% | Reduced |
| Visionary Wealth Advisors | 7,454 | $346.0K | 0.03% | +295+4.1% | Added |
| Guggenheim Capital LLC | 7,469 | $346.7K | 0.00% | −3,851−34.0% | Reduced |
| Acadian Asset Management LLC | 7,532 | $349.0K | 0.00% | +1,752+30.3% | Added |
| Sage Rhino Capital LLC | 7,886 | $366.1K | 0.12% | −10.0% | Reduced |
| Private Advisor Group, LLC | 38,110 | $366.1K | 0.02% | +797+2.1% | Added |
| Arete Wealth Advisors, LLC | 7,890 | $366.2K | 0.03% | −1,813−18.7% | Reduced |
| Coldstream Capital Management Inc | 7,980 | $370.4K | 0.01% | +7,980 | New |
| Firethorn Wealth Partners, LLC | 8,010 | $371.8K | 0.31% | −35−0.4% | Reduced |
| Cerity Partners LLC | 7,975 | $375.5K | 0.00% | +7,975 | New |
| Banque Cantonale Vaudoise | 8,100 | $376.0K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,188 | $380.0K | 0.02% | +6,093+290.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,200 | $380.6K | 0.00% | −28,215−77.5% | Reduced |
| Corsair Capital Management, L.P. | 8,202 | $380.7K | 0.14% | −19−0.2% | Reduced |
| Ossiam | 8,329 | $386.6K | 0.01% | +3,769+82.7% | Added |
| Advisory Services Network, LLC | 8,346 | $387.4K | 0.01% | +59+0.7% | Added |
| Cutler Group LP | 8,407 | $390.0K | 0.05% | +7,248+625.4% | Added |
| Marks Group Wealth Management, Inc | 8,420 | $390.9K | 0.05% | +37+0.4% | Added |
| Smith Shellnut Wilson LLC | 8,508 | $394.9K | 0.24% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 8,736 | $405.5K | 0.06% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 8,824 | $409.6K | 0.06% | −1,108−11.2% | Reduced |
| Segment Wealth Management, LLC | 8,850 | $410.8K | 0.05% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 8,850 | $410.8K | 0.05% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 8,910 | $413.6K | 0.13% | +770+9.5% | Added |
| Mutual Advisors, LLC | 8,917 | $413.9K | 0.02% | −49−0.5% | Reduced |
| Synovus Financial Corp | 8,933 | $414.7K | 0.00% | +8,933 | New |
| Parallel Advisors, LLC | 8,949 | $415.4K | 0.02% | +363+4.2% | Added |
| PEAK6 Investments LLC | 8,971 | $416.4K | 0.02% | +8,971 | New |
| Rathbone Brothers plc | 9,000 | $417.8K | 0.00% | 00.0% | Unchanged |
| E&G Advisors, LP | 9,000 | $417.8K | 0.16% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 9,082 | $421.6K | 0.01% | 00.0% | Unchanged |
| Aries Wealth Management | 9,210 | $427.5K | 0.18% | −1,000−9.8% | Reduced |
| Echo Street Capital Management LLC | 9,212 | $427.6K | 0.00% | +9,212 | New |
| Diversified Trust Co | 9,344 | $434.0K | 0.02% | +167+1.8% | Added |
| Geneos Wealth Management Inc. | 9,372 | $435.0K | 0.03% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 10,017 | $436.0K | 0.01% | −9,132−47.7% | Reduced |
| Fiduciary Group LLC | 9,558 | $443.7K | 0.06% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 9,670 | $448.9K | 0.01% | −43,882−81.9% | Reduced |
| Yorktown Management & Research Co Inc | 9,700 | $450.3K | 0.55% | 00.0% | Unchanged |
| RW Investment Management LLC | 9,700 | $450.3K | 0.18% | +9,700 | New |
| Welch & Forbes LLC | 9,764 | $453.2K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 9,779 | $453.9K | 0.03% | −328−3.2% | Reduced |
| Phocas Financial Corp. | 9,820 | $455.8K | 0.07% | −150−1.5% | Reduced |
| Krilogy Financial LLC | 9,833 | $456.4K | 0.04% | 00.0% | Unchanged |
| Virtus Family Office LLC | 9,965 | $462.6K | 1.03% | −1,095−9.9% | Reduced |
| Financial Management Network Inc | 9,637 | $463.5K | 0.21% | +1,171+13.8% | Added |
| Intact Investment Management Inc. | 10,000 | $464.2K | 0.02% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 10,014 | $464.9K | 0.02% | −2,916−22.6% | Reduced |
| Clear Harbor Asset Management, LLC | 10,125 | $470.0K | 0.06% | 00.0% | Unchanged |
| Spire Wealth Management | 10,158 | $472.0K | 0.03% | −78−0.8% | Reduced |
| Beaumont Financial Advisors, LLC | 10,220 | $474.4K | 0.05% | +10,220 | New |
| First Trust Advisors LP | 10,312 | $478.7K | 0.00% | −244,330−96.0% | Reduced |
| MAI Capital Management | 10,576 | $490.9K | 0.01% | +962+10.0% | Added |
| Western Wealth Management, LLC | 10,582 | $491.2K | 0.05% | −11,152−51.3% | Reduced |
| Bradley Foster & Sargent Inc | 10,721 | $497.7K | 0.01% | −145−1.3% | Reduced |
| Bank of Nova Scotia | 10,790 | $500.9K | 0.00% | +10,790 | New |
| Principal Street Partners, LLC | 10,792 | $501.0K | 0.13% | −686−6.0% | Reduced |
| Wealthcare Advisory Partners LLC | 10,864 | $504.3K | 0.02% | −13−0.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 10,885 | $505.3K | 0.04% | +1,194+12.3% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 10,934 | $507.6K | 0.20% | −198−1.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 10,994 | $510.3K | 0.01% | +1,224+12.5% | Added |
| Beacon Pointe Advisors, LLC | 11,093 | $515.0K | 0.01% | +45+0.4% | Added |