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 |
|---|---|---|---|---|---|
| JTC Employer Solutions Trusteee Ltd | 11,119 | $516.0K | 0.04% | 00.0% | Unchanged |
| Capital Analysts, LLC | 11,210 | $521.0K | 0.03% | +10,371+1,236.1% | Added |
| Jessup Wealth Management, Inc | 11,224 | $521.0K | 0.33% | +11,224 | New |
| Fountainhead AM, LLC | 11,344 | $527.0K | 0.24% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 11,361 | $527.4K | 0.04% | −105−0.9% | Reduced |
| Davenport & Co LLC | 11,368 | $528.0K | 0.00% | −2,464−17.8% | Reduced |
| Kestra Private Wealth Services, LLC | 11,412 | $529.7K | 0.03% | −2,005−14.9% | Reduced |
| River & Mercantile Asset Management LLP | 11,441 | $531.0K | 0.11% | +11,441 | New |
| AE Wealth Management LLC | 11,445 | $531.3K | 0.00% | +820+7.7% | Added |
| First Pacific Advisors, LP | 11,600 | $538.5K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 11,631 | $539.9K | 0.00% | −698−5.7% | Reduced |
| MetLife Investment Management | 11,824 | $548.9K | 0.00% | +57+0.5% | Added |
| Vontobel Holding Ltd. | 12,232 | $552.9K | 0.01% | +556+4.8% | Added |
| Inceptionr LLC | 11,921 | $553.4K | 0.29% | +11,921 | New |
| Boston Private Wealth LLC | 11,931 | $553.8K | 0.01% | +11,931 | New |
| Snowden Capital Advisors LLC | 11,937 | $554.1K | 0.02% | −1,907−13.8% | Reduced |
| Canandaigua National Corp | 12,006 | $557.0K | 0.09% | −1,155−8.8% | Reduced |
| Wetherby Asset Management Inc | 12,012 | $557.6K | 0.04% | +1,115+10.2% | Added |
| Zhang Financial LLC | 12,025 | $558.2K | 0.07% | +149+1.3% | Added |
| Mission Wealth Management, LP | 12,029 | $558.4K | 0.03% | −60.0% | Reduced |
| National Asset Management, Inc. | 12,139 | $563.5K | 0.02% | +275+2.3% | Added |
| Baird Financial Group, Inc. | 12,182 | $565.0K | 0.00% | +1,165+10.6% | Added |
| Bayesian Capital Management, LP | 12,300 | $571.0K | 0.08% | +12,300 | New |
| Fort Pitt Capital Group, LLC | 12,304 | $571.2K | 0.02% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 12,348 | $573.2K | 0.20% | −2,471−16.7% | Reduced |
| Commerce Bank | 12,465 | $578.6K | 0.00% | −435−3.4% | Reduced |
| ProVise Management Group, LLC | 12,479 | $579.3K | 0.06% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 12,522 | $581.3K | 0.04% | −4,370−25.9% | Reduced |
| Moody National Bank Trust Division | 12,740 | $592.0K | 0.05% | +25+0.2% | Added |
| Aigen Investment Management, LP | 12,880 | $597.9K | 0.08% | +12,880 | New |
| Robertson Stephens Wealth Management, LLC | 12,931 | $600.3K | 0.06% | −379−2.8% | Reduced |
| Vestcor Inc | 13,258 | $615.0K | 0.02% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 13,423 | $623.1K | 0.11% | +149+1.1% | Added |
| Guardian Investment Management | 13,500 | $626.7K | 0.60% | −250−1.8% | Reduced |
| CWA Asset Management Group, LLC | 13,683 | $635.2K | 0.05% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 13,916 | $646.0K | 0.05% | +521+3.9% | Added |
| Heron Bay Capital Management | 13,967 | $648.3K | 0.40% | −40.0% | Reduced |
| First National Bank Sioux Falls | 14,027 | $651.1K | 0.47% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 14,047 | $652.1K | 0.25% | −145−1.0% | Reduced |
| Douglas Lane & Associates, LLC | 14,153 | $657.0K | 0.01% | +613+4.5% | Added |
| Basso Capital Management, L.P. | 14,200 | $659.2K | 0.71% | +14,200 | New |
| CFM Wealth Partners LLC | 14,201 | $659.2K | 0.20% | −12,293−46.4% | Reduced |
| Kraematon Investment Advisors, Inc | 14,297 | $663.7K | 0.72% | −184−1.3% | Reduced |
| Linscomb & Williams, Inc. | 14,379 | $667.5K | 0.03% | +6,864+91.3% | Added |
| State of Alaska, Department of Revenue | 14,412 | $669.0K | 0.01% | −1,065−6.9% | Reduced |
| Toroso Investments, LLC | 14,402 | $669.0K | 0.03% | +704+5.1% | Added |
| Great Valley Advisor Group, Inc. | 14,475 | $671.9K | 0.03% | −397−2.7% | Reduced |
| Walter & Keenan Financial Consulting Co | 14,626 | $678.9K | 0.27% | 00.0% | Unchanged |
| Interval Partners, LP | 14,788 | $686.5K | 0.05% | −5,645−27.6% | Reduced |
| MYDA Advisors LLC | 15,000 | $696.3K | 0.50% | −8,000−34.8% | Reduced |
| Keybank National Association | 15,101 | $701.0K | 0.00% | −1,916−11.3% | Reduced |
| Independent Advisor Alliance | 15,314 | $711.0K | 0.09% | −10,881−41.5% | Reduced |
| Lansing Street Advisors | 15,396 | $714.7K | 0.49% | +49+0.3% | Added |
| Cetera Investment Advisers | 15,984 | $742.0K | 0.01% | +7,409+86.4% | Added |
| Essex Financial Services, Inc. | 16,120 | $748.0K | 0.08% | −213−1.3% | Reduced |
| Van Eck Associates Corp | 16,271 | $755.0K | 0.00% | +4,409+37.2% | Added |
| Curated Wealth Partners LLC | 16,518 | $766.8K | 0.19% | +347+2.1% | Added |
| IHT Wealth Management, LLC | 16,605 | $770.8K | 0.05% | −891−5.1% | Reduced |
| D.A. Davidson & Co. | 16,720 | $776.2K | 0.01% | +1,715+11.4% | Added |
| Southeast Asset Advisors Inc. | 17,167 | $796.9K | 0.13% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 17,279 | $802.0K | 0.03% | −548−3.1% | Reduced |
| Quantamental Technologies LLC | 17,332 | $804.6K | 0.37% | +17,332 | New |
| Franklin Street Advisors Inc | 17,375 | $807.0K | 0.08% | 00.0% | Unchanged |
| Compton Capital Management Inc | 17,500 | $812.0K | 0.59% | −1,850−9.6% | Reduced |
| Next Capital Management LLC | 17,483 | $812.0K | 0.44% | −20−0.1% | Reduced |
| Mercer Global Advisors Inc | 17,772 | $825.0K | 0.00% | −1,135−6.0% | Reduced |
| Roundview Capital LLC | 17,898 | $830.8K | 0.09% | −72−0.4% | Reduced |
| Ar Asset Management Inc | 18,000 | $836.0K | 0.24% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 18,682 | $867.2K | 0.02% | +4,666+33.3% | Added |
| Seven Post Investment Office LP | 18,700 | $868.1K | 0.31% | 00.0% | Unchanged |
| Empowered Funds, LLC | 18,774 | $871.5K | 0.06% | +1,029+5.8% | Added |
| FORA Capital, LLC | 18,919 | $878.2K | 0.14% | +18,919 | New |
| Allstate Corp | 19,052 | $884.4K | 0.03% | +281+1.5% | Added |
| Allstate Investment Management Co | 19,052 | $884.4K | 0.03% | +19,052 | New |
| Alpha Paradigm Partners, LLC | 19,094 | $886.0K | 0.37% | +6,967+57.5% | Added |
| La Banque Postale Asset Management SA | 19,307 | $896.2K | 0.03% | +19,307 | New |
| Xponance, Inc. | 20,109 | $933.5K | 0.02% | +8,982+80.7% | Added |
| Axiom Investment Management LLC | 21,053 | $977.3K | 2.54% | −1,438−6.4% | Reduced |
| Pearl River Capital, LLC | 21,077 | $978.4K | 0.17% | −9,010−29.9% | Reduced |
| Bokf, NA | 21,159 | $982.2K | 0.02% | +6,824+47.6% | Added |
| Stamos Capital Partners, L.P. | 21,440 | $995.2K | 0.31% | +2,790+15.0% | Added |
| Lee Danner & Bass Inc | 21,700 | $1.01M | 0.09% | +100+0.5% | Added |
| FineMark National Bank & Trust | 21,874 | $1.02M | 0.05% | −2,819−11.4% | Reduced |
| Oxford Financial Group Ltd | 22,515 | $1.05M | 0.12% | +1,936+9.4% | Added |
| Prudential PLC | 22,844 | $1.06M | 0.01% | +9,988+77.7% | Added |
| CIBC Private Wealth Group, LLC | 29,911 | $1.06M | 0.00% | +3,125+11.7% | Added |
| TD Private Client Wealth LLC | 23,221 | $1.08M | 0.05% | −6,581−22.1% | Reduced |
| CIBC World Markets Inc. | 23,277 | $1.08M | 0.00% | −9,756−29.5% | Reduced |
| Ameritas Advisory Services, LLC | 23,455 | $1.09M | 0.05% | +3,305+16.4% | Added |
| IFP Advisors, Inc | 42,011 | $1.10M | 0.03% | −15,296−26.7% | Reduced |
| Level Four Advisory Services, LLC | 23,799 | $1.10M | 0.08% | +23,799 | New |
| Estate Counselors, LLC | 24,028 | $1.12M | 0.16% | +115+0.5% | Added |
| Cross Staff Investments Inc | 24,309 | $1.13M | 1.18% | +26+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 24,393 | $1.13M | 0.00% | +3,125+14.7% | Added |
| McKinley Capital Management LLC /Delaware | 24,892 | $1.16M | 0.15% | −958−3.7% | Reduced |
| Bray Capital Advisors | 24,965 | $1.16M | 0.36% | 00.0% | Unchanged |
| CenterBook Partners LP | 25,606 | $1.19M | 0.20% | −27,375−51.7% | Reduced |
| Baker Tilly Wealth Management, LLC | 25,617 | $1.19M | 0.15% | +7,665+42.7% | Added |
| Man Group plc | 25,775 | $1.20M | 0.00% | +1,987+8.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 25,841 | $1.20M | 0.03% | +16,124+165.9% | Added |