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 |
|---|---|---|---|---|---|
| Bleakley Financial Group, LLC | 72,519 | $3.37M | 0.12% | +72,519 | New |
| Allianz Asset Management GmbH | 72,663 | $3.37M | 0.01% | +667+0.9% | Added |
| Noble Path Asset Management LP | 73,100 | $3.39M | 4.14% | −15,900−17.9% | Reduced |
| Voya Investment Management LLC | 73,952 | $3.43M | 0.00% | −175−0.2% | Reduced |
| Squarepoint Ops LLC | 76,303 | $3.54M | 0.03% | −96,492−55.8% | Reduced |
| American Century Companies Inc | 78,492 | $3.64M | 0.00% | +6,942+9.7% | Added |
| Menlo Advisors LLC | 78,555 | $3.65M | 2.74% | −22,000−21.9% | Reduced |
| Sterling Investment Advisors, Ltd. | 78,844 | $3.66M | 1.31% | +304+0.4% | Added |
| Maltese Capital Management LLC | 79,200 | $3.68M | 1.02% | −20,500−20.6% | Reduced |
| Global Endowment Management, LP | 79,336 | $3.68M | 0.41% | −133,721−62.8% | Reduced |
| Janus Henderson Group PLC | 80,444 | $3.73M | 0.00% | +7,073+9.6% | Added |
| Beach Investment Counsel Inc | 80,500 | $3.74M | 0.47% | 00.0% | Unchanged |
| Financial Counselors Inc | 81,150 | $3.77M | 0.08% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 82,958 | $3.85M | 1.41% | +392+0.5% | Added |
| Beck Mack & Oliver LLC | 83,697 | $3.89M | 0.11% | −141,670−62.9% | Reduced |
| Evermore Global Advisors, LLC | 86,155 | $4.00M | 15.20% | 00.0% | Unchanged |
| Old Well Partners, LLC | 86,923 | $4.03M | 3.49% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 87,010 | $4.04M | 0.03% | −45,075−34.1% | Reduced |
| Rational Advisors LLC | 90,000 | $4.18M | 0.35% | 00.0% | Unchanged |
| Prudential Financial Inc | 90,195 | $4.19M | 0.01% | +37,675+71.7% | Added |
| Brookfield Asset Management Inc. | 90,536 | $4.20M | 0.02% | −54,380−37.5% | Reduced |
| Commonwealth Equity Services, LLC | 90,914 | $4.22M | 0.01% | −6,190−6.4% | Reduced |
| Texas Yale Capital Corp. | 91,456 | $4.25M | 0.24% | +1,093+1.2% | Added |
| Gateway Investment Advisers LLC | 91,927 | $4.27M | 0.05% | +802+0.9% | Added |
| Brinker Capital Investments, LLC | 92,122 | $4.28M | 0.09% | −544−0.6% | Reduced |
| Gulf International Bank (UK) Ltd | 93,259 | $4.33M | 0.08% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 97,593 | $4.54M | 0.01% | +5,213+5.6% | Added |
| IFM Investors Pty Ltd | 97,924 | $4.55M | 0.08% | 00.0% | Unchanged |
| Truist Financial Corp | 97,929 | $4.55M | 0.01% | −25,076−20.4% | Reduced |
| Aquatic Capital Management LLC | 98,000 | $4.55M | 0.33% | +98,000 | New |
| D. E. Shaw & Co., Inc. | 98,527 | $4.57M | 0.01% | +23,211+30.8% | Added |
| Kovitz Investment Group Partners, LLC | 99,097 | $4.60M | 0.09% | −34,329−25.7% | Reduced |
| Public Employees Retirement Association of Colorado | 100,470 | $4.66M | 0.03% | +21,290+26.9% | Added |
| EverSource Wealth Advisors, LLC | 100,568 | $4.67M | 0.71% | +100,551+591,476.5% | Added |
| Russell Investments Group, Ltd. | 100,897 | $4.69M | 0.01% | −297,581−74.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 101,331 | $4.70M | 0.09% | +23,744+30.6% | Added |
| Utah Retirement Systems | 101,400 | $4.71M | 0.07% | −1,000−1.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 102,777 | $4.77M | 0.06% | −4,287−4.0% | Reduced |
| Neuberger Berman Group LLC | 108,642 | $5.04M | 0.00% | +7,657+7.6% | Added |
| Rovida Advisors Inc. | 109,322 | $5.07M | 1.87% | +109,322 | New |
| Swiss Life Asset Management Ltd | 110,698 | $5.16M | 0.09% | −260.0% | Reduced |
| Victory Capital Management Inc | 111,360 | $5.17M | 0.01% | +6,499+6.2% | Added |
| Chickasaw Capital Management LLC | 112,733 | $5.23M | 0.28% | −1,290−1.1% | Reduced |
| Mirador Capital Partners LP | 114,576 | $5.32M | 1.26% | −9,167−7.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 115,304 | $5.35M | 0.03% | −13,863−10.7% | Reduced |
| Engineers Gate Manager LP | 121,011 | $5.62M | 0.34% | +68,249+129.4% | Added |
| Forsta Ap-Fonden | 122,300 | $5.68M | 0.06% | +11,000+9.9% | Added |
| Buffington Mohr McNeal | 124,300 | $5.77M | 1.34% | −3,596−2.8% | Reduced |
| Perennial Advisors, LLC | 124,413 | $5.78M | 1.84% | −5,214−4.0% | Reduced |
| Stephens Inc | 125,401 | $5.82M | 0.12% | −23,104−15.6% | Reduced |
| Advisor Group Holdings, Inc. | 125,524 | $5.83M | 0.01% | +4,302+3.5% | Added |
| Point72 Europe (London) LLP | 125,700 | $5.83M | 1.51% | +125,700 | New |
| GoodHaven Capital Management, LLC | 126,275 | $5.86M | 3.94% | +500+0.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 127,246 | $5.91M | 0.03% | +37,251+41.4% | Added |
| SOL Capital Management CO | 129,130 | $5.99M | 1.06% | +3,010+2.4% | Added |
| Equitable Trust Co | 129,618 | $6.02M | 0.47% | −5,625−4.2% | Reduced |
| First Republic Investment Management, Inc. | 129,917 | $6.03M | 0.01% | −37,808−22.5% | Reduced |
| Lountzis Asset Management, LLC | 109,104 | $6.11M | 3.67% | −3,361−3.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 132,113 | $6.13M | 0.09% | −16,100−10.9% | Reduced |
| Hantz Financial Services, Inc. | 133,091 | $6.18M | 0.19% | +10,292+8.4% | Added |
| Nomura Asset Management Co Ltd | 133,665 | $6.20M | 0.04% | −71,153−34.7% | Reduced |
| Palisade Capital Management LLC | 136,598 | $6.34M | 0.17% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 136,820 | $6.35M | 0.10% | +487+0.4% | Added |
| B & T Capital Management DBA Alpha Capital Management | 136,928 | $6.36M | 1.59% | −216−0.2% | Reduced |
| Northeast Financial Consultants Inc | 136,950 | $6.36M | 0.43% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 137,428 | $6.38M | 0.51% | +25,083+22.3% | Added |
| Covey Capital Advisors, LLC | 137,555 | $6.39M | 10.40% | −1,500−1.1% | Reduced |
| Private Wealth Partners, LLC | 142,001 | $6.59M | 0.75% | −1,986−1.4% | Reduced |
| USS Investment Management Ltd | 143,082 | $6.64M | 0.10% | +4,771+3.4% | Added |
| 1832 Asset Management L.P. | 149,139 | $6.92M | 0.01% | −581,300−79.6% | Reduced |
| Arizona State Retirement System | 152,282 | $7.07M | 0.07% | −2,293−1.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 153,571 | $7.13M | 0.40% | +93+0.1% | Added |
| ExodusPoint Capital Management, LP | 157,961 | $7.33M | 0.11% | +68,018+75.6% | Added |
| BNP Paribas Arbitrage, SA | 163,358 | $7.58M | 0.02% | −41,844−20.4% | Reduced |
| Toronto Dominion Bank | 166,940 | $7.75M | 0.01% | +53,882+47.7% | Added |
| PenderFund Capital Management Ltd. | 125,290 | $7.88M | 2.35% | −1,370−1.1% | Reduced |
| ING Groep NV | 170,000 | $7.89M | 0.08% | +170,000 | New |
| Punch & Associates Investment Management, Inc. | 170,562 | $7.92M | 0.51% | +2,126+1.3% | Added |
| Levin Capital Strategies, L.P. | 172,290 | $8.00M | 1.08% | −6,000−3.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 177,021 | $8.26M | 0.02% | +18,151+11.4% | Added |
| Cubist Systematic Strategies, LLC | 178,080 | $8.27M | 0.07% | +49,012+38.0% | Added |
| Accuvest Global Advisors | 180,420 | $8.38M | 2.78% | +89,884+99.3% | Added |
| Knightsbridge Asset Management, LLC | 188,506 | $8.75M | 1.66% | −11,774−5.9% | Reduced |
| North Star Investment Management Corp. | 188,691 | $8.76M | 0.78% | −1,960−1.0% | Reduced |
| Pictet Asset Management SA | 190,806 | $8.86M | 0.01% | +2,577+1.4% | Added |
| Royal London Asset Management Ltd | 197,793 | $9.18M | 0.04% | +12,243+6.6% | Added |
| Caldwell Investment Management Ltd. | 200,000 | $9.30M | 9.82% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 202,463 | $9.40M | 0.01% | −13,266−6.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 202,586 | $9.40M | 0.07% | +8,295+4.3% | Added |
| HSBC Holdings PLC | 206,635 | $9.57M | 0.01% | +74,760+56.7% | Added |
| Storebrand Asset Management AS | 209,561 | $9.73M | 0.05% | −2,647−1.2% | Reduced |
| Zuckerman Investment Group, LLC | 211,681 | $9.83M | 1.55% | +2,117+1.0% | Added |
| Adell Harriman & Carpenter Inc | 215,184 | $9.99M | 1.15% | −5,873−2.7% | Reduced |
| Adirondack Retirement Specialists, Inc. | 220,167 | $10.2M | 11.53% | −812−0.4% | Reduced |
| Citigroup Inc | 220,220 | $10.2M | 0.01% | −14,488−6.2% | Reduced |
| DnB Asset Management AS | 222,884 | $10.3M | 0.07% | −560−0.3% | Reduced |
| Gamble Jones Investment Counsel | 223,560 | $10.4M | 0.78% | −4,920−2.2% | Reduced |
| Ensign Peak Advisors, Inc | 225,460 | $10.5M | 0.02% | +69,150+44.2% | Added |
| Crescent Park Management, L.P. | 229,454 | $10.7M | 3.38% | −24,285−9.6% | Reduced |
| Asset Management One Co.,Ltd. | 228,344 | $10.7M | 0.05% | −10,919−4.6% | Reduced |