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 |
|---|---|---|---|---|---|
| Aigen Investment Management, LP | 12,880 | $597.9K | 0.08% | +12,880 | New |
| Moody National Bank Trust Division | 12,740 | $592.0K | 0.05% | +25+0.2% | Added |
| Belpointe Asset Management LLC | 12,522 | $581.3K | 0.04% | −4,370−25.9% | Reduced |
| ProVise Management Group, LLC | 12,479 | $579.3K | 0.06% | 00.0% | Unchanged |
| Commerce Bank | 12,465 | $578.6K | 0.00% | −435−3.4% | Reduced |
| Element Pointe Advisors, LLC | 12,348 | $573.2K | 0.20% | −2,471−16.7% | Reduced |
| Fort Pitt Capital Group, LLC | 12,304 | $571.2K | 0.02% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 12,300 | $571.0K | 0.08% | +12,300 | New |
| Baird Financial Group, Inc. | 12,182 | $565.0K | 0.00% | +1,165+10.6% | Added |
| National Asset Management, Inc. | 12,139 | $563.5K | 0.02% | +275+2.3% | Added |
| Mission Wealth Management, LP | 12,029 | $558.4K | 0.03% | −60.0% | Reduced |
| Zhang Financial LLC | 12,025 | $558.2K | 0.07% | +149+1.3% | Added |
| Wetherby Asset Management Inc | 12,012 | $557.6K | 0.04% | +1,115+10.2% | Added |
| Canandaigua National Corp | 12,006 | $557.0K | 0.09% | −1,155−8.8% | Reduced |
| Snowden Capital Advisors LLC | 11,937 | $554.1K | 0.02% | −1,907−13.8% | Reduced |
| Boston Private Wealth LLC | 11,931 | $553.8K | 0.01% | +11,931 | New |
| Inceptionr LLC | 11,921 | $553.4K | 0.29% | +11,921 | New |
| Vontobel Holding Ltd. | 12,232 | $552.9K | 0.01% | +556+4.8% | Added |
| MetLife Investment Management | 11,824 | $548.9K | 0.00% | +57+0.5% | Added |
| Blair William & Co | 11,631 | $539.9K | 0.00% | −698−5.7% | Reduced |
| First Pacific Advisors, LP | 11,600 | $538.5K | 0.01% | 00.0% | Unchanged |
| AE Wealth Management LLC | 11,445 | $531.3K | 0.00% | +820+7.7% | Added |
| River & Mercantile Asset Management LLP | 11,441 | $531.0K | 0.11% | +11,441 | New |
| Kestra Private Wealth Services, LLC | 11,412 | $529.7K | 0.03% | −2,005−14.9% | Reduced |
| Davenport & Co LLC | 11,368 | $528.0K | 0.00% | −2,464−17.8% | Reduced |
| Silvant Capital Management LLC | 11,361 | $527.4K | 0.04% | −105−0.9% | Reduced |
| Fountainhead AM, LLC | 11,344 | $527.0K | 0.24% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 11,224 | $521.0K | 0.33% | +11,224 | New |
| Capital Analysts, LLC | 11,210 | $521.0K | 0.03% | +10,371+1,236.1% | Added |
| JTC Employer Solutions Trusteee Ltd | 11,119 | $516.0K | 0.04% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 11,093 | $515.0K | 0.01% | +45+0.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 10,994 | $510.3K | 0.01% | +1,224+12.5% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 10,934 | $507.6K | 0.20% | −198−1.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 10,885 | $505.3K | 0.04% | +1,194+12.3% | Added |
| Wealthcare Advisory Partners LLC | 10,864 | $504.3K | 0.02% | −13−0.1% | Reduced |
| Principal Street Partners, LLC | 10,792 | $501.0K | 0.13% | −686−6.0% | Reduced |
| Bank of Nova Scotia | 10,790 | $500.9K | 0.00% | +10,790 | New |
| Bradley Foster & Sargent Inc | 10,721 | $497.7K | 0.01% | −145−1.3% | Reduced |
| Western Wealth Management, LLC | 10,582 | $491.2K | 0.05% | −11,152−51.3% | Reduced |
| MAI Capital Management | 10,576 | $490.9K | 0.01% | +962+10.0% | Added |
| First Trust Advisors LP | 10,312 | $478.7K | 0.00% | −244,330−96.0% | Reduced |
| Beaumont Financial Advisors, LLC | 10,220 | $474.4K | 0.05% | +10,220 | New |
| Spire Wealth Management | 10,158 | $472.0K | 0.03% | −78−0.8% | Reduced |
| Clear Harbor Asset Management, LLC | 10,125 | $470.0K | 0.06% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 10,014 | $464.9K | 0.02% | −2,916−22.6% | Reduced |
| Intact Investment Management Inc. | 10,000 | $464.2K | 0.02% | 00.0% | Unchanged |
| Financial Management Network Inc | 9,637 | $463.5K | 0.21% | +1,171+13.8% | Added |
| Virtus Family Office LLC | 9,965 | $462.6K | 1.03% | −1,095−9.9% | Reduced |
| Krilogy Financial LLC | 9,833 | $456.4K | 0.04% | 00.0% | Unchanged |
| Phocas Financial Corp. | 9,820 | $455.8K | 0.07% | −150−1.5% | Reduced |
| Moors & Cabot, Inc. | 9,779 | $453.9K | 0.03% | −328−3.2% | Reduced |
| Welch & Forbes LLC | 9,764 | $453.2K | 0.01% | 00.0% | Unchanged |
| 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 |
| Equitable Holdings, Inc. | 9,670 | $448.9K | 0.01% | −43,882−81.9% | Reduced |
| Fiduciary Group LLC | 9,558 | $443.7K | 0.06% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 10,017 | $436.0K | 0.01% | −9,132−47.7% | Reduced |
| Geneos Wealth Management Inc. | 9,372 | $435.0K | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 9,344 | $434.0K | 0.02% | +167+1.8% | Added |
| Echo Street Capital Management LLC | 9,212 | $427.6K | 0.00% | +9,212 | New |
| Aries Wealth Management | 9,210 | $427.5K | 0.18% | −1,000−9.8% | Reduced |
| Guinness Asset Management LTD | 9,082 | $421.6K | 0.01% | 00.0% | Unchanged |
| 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 |
| PEAK6 Investments LLC | 8,971 | $416.4K | 0.02% | +8,971 | New |
| Parallel Advisors, LLC | 8,949 | $415.4K | 0.02% | +363+4.2% | Added |
| Synovus Financial Corp | 8,933 | $414.7K | 0.00% | +8,933 | New |
| Mutual Advisors, LLC | 8,917 | $413.9K | 0.02% | −49−0.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 8,910 | $413.6K | 0.13% | +770+9.5% | Added |
| 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 |
| Sawtooth Solutions, LLC | 8,824 | $409.6K | 0.06% | −1,108−11.2% | Reduced |
| Sawgrass Asset Management LLC | 8,736 | $405.5K | 0.06% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 8,508 | $394.9K | 0.24% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 8,420 | $390.9K | 0.05% | +37+0.4% | Added |
| Cutler Group LP | 8,407 | $390.0K | 0.05% | +7,248+625.4% | Added |
| Advisory Services Network, LLC | 8,346 | $387.4K | 0.01% | +59+0.7% | Added |
| Ossiam | 8,329 | $386.6K | 0.01% | +3,769+82.7% | Added |
| Corsair Capital Management, L.P. | 8,202 | $380.7K | 0.14% | −19−0.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8,200 | $380.6K | 0.00% | −28,215−77.5% | Reduced |
| Tower Research Capital LLC (TRC) | 8,188 | $380.0K | 0.02% | +6,093+290.8% | Added |
| Banque Cantonale Vaudoise | 8,100 | $376.0K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 7,975 | $375.5K | 0.00% | +7,975 | New |
| Firethorn Wealth Partners, LLC | 8,010 | $371.8K | 0.31% | −35−0.4% | Reduced |
| Coldstream Capital Management Inc | 7,980 | $370.4K | 0.01% | +7,980 | New |
| Arete Wealth Advisors, LLC | 7,890 | $366.2K | 0.03% | −1,813−18.7% | Reduced |
| Private Advisor Group, LLC | 38,110 | $366.1K | 0.02% | +797+2.1% | Added |
| Sage Rhino Capital LLC | 7,886 | $366.1K | 0.12% | −10.0% | Reduced |
| Acadian Asset Management LLC | 7,532 | $349.0K | 0.00% | +1,752+30.3% | Added |
| Guggenheim Capital LLC | 7,469 | $346.7K | 0.00% | −3,851−34.0% | Reduced |
| Visionary Wealth Advisors | 7,454 | $346.0K | 0.03% | +295+4.1% | Added |
| CWM Advisors, LLC | 7,407 | $343.8K | 0.04% | −4,995−40.3% | Reduced |
| Moloney Securities Asset Management, LLC | 7,142 | $331.6K | 0.07% | +10.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 7,085 | $328.9K | 0.02% | 00.0% | Unchanged |
| Regent Investment Management LLC | 7,000 | $325.0K | 0.09% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 6,900 | $320.3K | 0.02% | +1,000+16.9% | Added |
| Diligent Investors, LLC | 6,893 | $319.9K | 0.10% | −299−4.2% | Reduced |
| Old National Bancorp | 6,864 | $319.0K | 0.01% | −1,690−19.8% | Reduced |
| NewEdge Wealth, LLC | 6,849 | $317.9K | 0.01% | −389−5.4% | Reduced |
| CWM, LLC | 6,777 | $315.0K | 0.00% | −961−12.4% | Reduced |