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 |
|---|---|---|---|---|---|
| Ingalls & Snyder LLC | 34,835 | $1.62M | 0.09% | −2,223−6.0% | Reduced |
| Strategic Blueprint, LLC | 33,637 | $1.56M | 0.18% | −13,031−27.9% | Reduced |
| TD Waterhouse Canada Inc. | 32,828 | $1.55M | 0.02% | −13,974−29.9% | Reduced |
| Guardian Wealth Management, Inc. | 33,165 | $1.54M | 1.52% | −6,536−16.5% | Reduced |
| Larson Financial Group LLC | 32,760 | $1.52M | 0.18% | −2,000−5.8% | Reduced |
| KBC Group NV | 32,327 | $1.50M | 0.01% | +30+0.1% | Added |
| Quadrature Capital Ltd | 31,302 | $1.45M | 0.04% | +31,302 | New |
| Royce & Associates LP | 30,858 | $1.43M | 0.02% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 30,807 | $1.43M | 0.18% | +30,807 | New |
| Chicago Partners Investment Group LLC | 24,182 | $1.43M | 0.09% | +769+3.3% | Added |
| Barr E S & Co | 30,375 | $1.41M | 0.12% | −450−1.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 29,975 | $1.39M | 0.03% | 00.0% | Unchanged |
| Creative Planning | 29,598 | $1.37M | 0.00% | −1,875−6.0% | Reduced |
| Candriam Luxembourg S.C.A. | 29,370 | $1.36M | 0.01% | −124−0.4% | Reduced |
| InterOcean Capital Group, LLC | 28,500 | $1.32M | 0.05% | 00.0% | Unchanged |
| Jane Street Group, LLC | 28,108 | $1.30M | 0.00% | −28,221−50.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 28,010 | $1.30M | 0.00% | −5,030−15.2% | Reduced |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 27,442 | $1.29M | 1.22% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 27,642 | $1.28M | 0.46% | +14,514+110.6% | Added |
| Greenline Partners, LLC | 27,622 | $1.28M | 0.25% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 27,479 | $1.28M | 0.02% | −1,234−4.3% | Reduced |
| M&T Bank Corp | 27,354 | $1.27M | 0.01% | +722+2.7% | Added |
| Pinnacle Associates Ltd | 27,209 | $1.26M | 0.03% | +490+1.8% | Added |
| CIBC Asset Management Inc | 26,989 | $1.25M | 0.01% | +26,989 | New |
| MML Investors Services, LLC | 26,974 | $1.25M | 0.01% | +490+1.9% | Added |
| Byrne Asset Management LLC | 26,701 | $1.24M | 0.90% | −1,020−3.7% | Reduced |
| Aaron Wealth Advisors | 26,432 | $1.23M | 0.18% | +249+1.0% | Added |
| Integrated Advisors Network LLC | 26,406 | $1.23M | 0.08% | −1,467−5.3% | Reduced |
| Riverpark Capital Management LLC | 26,390 | $1.23M | 2.83% | −43,315−62.1% | Reduced |
| Gotham Asset Management, LLC | 26,278 | $1.22M | 0.03% | +599+2.3% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 25,841 | $1.20M | 0.03% | +16,124+165.9% | Added |
| Man Group plc | 25,775 | $1.20M | 0.00% | +1,987+8.4% | Added |
| Baker Tilly Wealth Management, LLC | 25,617 | $1.19M | 0.15% | +7,665+42.7% | Added |
| CenterBook Partners LP | 25,606 | $1.19M | 0.20% | −27,375−51.7% | Reduced |
| Bray Capital Advisors | 24,965 | $1.16M | 0.36% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 24,892 | $1.16M | 0.15% | −958−3.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 24,393 | $1.13M | 0.00% | +3,125+14.7% | Added |
| Cross Staff Investments Inc | 24,309 | $1.13M | 1.18% | +26+0.1% | Added |
| Estate Counselors, LLC | 24,028 | $1.12M | 0.16% | +115+0.5% | Added |
| Level Four Advisory Services, LLC | 23,799 | $1.10M | 0.08% | +23,799 | New |
| IFP Advisors, Inc | 42,011 | $1.10M | 0.03% | −15,296−26.7% | Reduced |
| Ameritas Advisory Services, LLC | 23,455 | $1.09M | 0.05% | +3,305+16.4% | Added |
| CIBC World Markets Inc. | 23,277 | $1.08M | 0.00% | −9,756−29.5% | Reduced |
| TD Private Client Wealth LLC | 23,221 | $1.08M | 0.05% | −6,581−22.1% | Reduced |
| CIBC Private Wealth Group, LLC | 29,911 | $1.06M | 0.00% | +3,125+11.7% | Added |
| Prudential PLC | 22,844 | $1.06M | 0.01% | +9,988+77.7% | Added |
| Oxford Financial Group Ltd | 22,515 | $1.05M | 0.12% | +1,936+9.4% | Added |
| FineMark National Bank & Trust | 21,874 | $1.02M | 0.05% | −2,819−11.4% | Reduced |
| Lee Danner & Bass Inc | 21,700 | $1.01M | 0.09% | +100+0.5% | Added |
| Stamos Capital Partners, L.P. | 21,440 | $995.2K | 0.31% | +2,790+15.0% | Added |
| Bokf, NA | 21,159 | $982.2K | 0.02% | +6,824+47.6% | Added |
| Pearl River Capital, LLC | 21,077 | $978.4K | 0.17% | −9,010−29.9% | Reduced |
| Axiom Investment Management LLC | 21,053 | $977.3K | 2.54% | −1,438−6.4% | Reduced |
| Xponance, Inc. | 20,109 | $933.5K | 0.02% | +8,982+80.7% | Added |
| La Banque Postale Asset Management SA | 19,307 | $896.2K | 0.03% | +19,307 | New |
| Alpha Paradigm Partners, LLC | 19,094 | $886.0K | 0.37% | +6,967+57.5% | Added |
| 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 |
| FORA Capital, LLC | 18,919 | $878.2K | 0.14% | +18,919 | New |
| Empowered Funds, LLC | 18,774 | $871.5K | 0.06% | +1,029+5.8% | Added |
| Seven Post Investment Office LP | 18,700 | $868.1K | 0.31% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 18,682 | $867.2K | 0.02% | +4,666+33.3% | Added |
| Ar Asset Management Inc | 18,000 | $836.0K | 0.24% | 00.0% | Unchanged |
| Roundview Capital LLC | 17,898 | $830.8K | 0.09% | −72−0.4% | Reduced |
| Mercer Global Advisors Inc | 17,772 | $825.0K | 0.00% | −1,135−6.0% | Reduced |
| 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 |
| Franklin Street Advisors Inc | 17,375 | $807.0K | 0.08% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 17,332 | $804.6K | 0.37% | +17,332 | New |
| Raymond James Trust N.A. | 17,279 | $802.0K | 0.03% | −548−3.1% | Reduced |
| Southeast Asset Advisors Inc. | 17,167 | $796.9K | 0.13% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 16,720 | $776.2K | 0.01% | +1,715+11.4% | Added |
| IHT Wealth Management, LLC | 16,605 | $770.8K | 0.05% | −891−5.1% | Reduced |
| Curated Wealth Partners LLC | 16,518 | $766.8K | 0.19% | +347+2.1% | Added |
| Van Eck Associates Corp | 16,271 | $755.0K | 0.00% | +4,409+37.2% | Added |
| Essex Financial Services, Inc. | 16,120 | $748.0K | 0.08% | −213−1.3% | Reduced |
| Cetera Investment Advisers | 15,984 | $742.0K | 0.01% | +7,409+86.4% | Added |
| Lansing Street Advisors | 15,396 | $714.7K | 0.49% | +49+0.3% | Added |
| Independent Advisor Alliance | 15,314 | $711.0K | 0.09% | −10,881−41.5% | Reduced |
| Keybank National Association | 15,101 | $701.0K | 0.00% | −1,916−11.3% | Reduced |
| MYDA Advisors LLC | 15,000 | $696.3K | 0.50% | −8,000−34.8% | Reduced |
| Interval Partners, LP | 14,788 | $686.5K | 0.05% | −5,645−27.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 14,626 | $678.9K | 0.27% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 14,475 | $671.9K | 0.03% | −397−2.7% | Reduced |
| 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 |
| Linscomb & Williams, Inc. | 14,379 | $667.5K | 0.03% | +6,864+91.3% | Added |
| Kraematon Investment Advisors, Inc | 14,297 | $663.7K | 0.72% | −184−1.3% | Reduced |
| CFM Wealth Partners LLC | 14,201 | $659.2K | 0.20% | −12,293−46.4% | Reduced |
| Basso Capital Management, L.P. | 14,200 | $659.2K | 0.71% | +14,200 | New |
| Douglas Lane & Associates, LLC | 14,153 | $657.0K | 0.01% | +613+4.5% | Added |
| Chemistry Wealth Management LLC | 14,047 | $652.1K | 0.25% | −145−1.0% | Reduced |
| First National Bank Sioux Falls | 14,027 | $651.1K | 0.47% | 00.0% | Unchanged |
| Heron Bay Capital Management | 13,967 | $648.3K | 0.40% | −40.0% | Reduced |
| J.W. Cole Advisors, Inc. | 13,916 | $646.0K | 0.05% | +521+3.9% | Added |
| CWA Asset Management Group, LLC | 13,683 | $635.2K | 0.05% | 00.0% | Unchanged |
| Guardian Investment Management | 13,500 | $626.7K | 0.60% | −250−1.8% | Reduced |
| Gilbert & Cook, Inc. | 13,423 | $623.1K | 0.11% | +149+1.1% | Added |
| Vestcor Inc | 13,258 | $615.0K | 0.02% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 12,931 | $600.3K | 0.06% | −379−2.8% | Reduced |