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 |
|---|---|---|---|---|---|
| Dakota Wealth Management | 6,731 | $312.4K | 0.02% | −650−8.8% | Reduced |
| Veritable, L.P. | 6,575 | $305.2K | 0.01% | +92+1.4% | Added |
| Gsa Capital Partners LLP | 6,519 | $303.0K | 0.04% | +6,519 | New |
| Clear Street Markets LLC | 6,489 | $301.0K | 0.06% | +6,488+648,800.0% | Added |
| Yousif Capital Management, LLC | 6,405 | $297.3K | 0.00% | +954+17.5% | Added |
| Glenview Trust Co | 6,357 | $295.1K | 0.01% | +6,357 | New |
| Fund Management at Engine No. 1 LLC | 6,348 | $294.7K | 0.07% | +809+14.6% | Added |
| Global Retirement Partners, LLC | 6,342 | $294.4K | 0.02% | −284−4.3% | Reduced |
| Glenmede Trust Co NA | 6,305 | $292.7K | 0.00% | +287+4.8% | Added |
| Clearwater Capital Advisors, LLC | 6,290 | $292.0K | 0.04% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 6,205 | $288.0K | 0.01% | +6,205 | New |
| Cigna Investments Inc | 6,199 | $288.0K | 0.06% | +7+0.1% | Added |
| Siemens Fonds Invest GmbH | 6,172 | $286.5K | 0.03% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 6,127 | $284.4K | 0.18% | +15+0.2% | Added |
| Institute for Wealth Management, LLC. | 6,116 | $283.9K | 0.06% | −3,812−38.4% | Reduced |
| 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 |
| Family Management Corp | 6,003 | $278.7K | 0.07% | 00.0% | Unchanged |
| Umb Bank N A | 5,994 | $278.0K | 0.00% | −8,070−57.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 5,977 | $277.5K | 0.01% | +18+0.3% | Added |
| Gateway Advisory, LLC | 5,924 | $275.0K | 0.07% | −503−7.8% | Reduced |
| Ssi Investment Management LLC | 5,912 | $274.4K | 0.02% | +5,912 | New |
| American International Group, Inc. | 5,884 | $273.1K | 0.00% | −117−1.9% | Reduced |
| Arlington Financial Advisors, LLC | 5,865 | $272.3K | 0.11% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 5,827 | $270.5K | 0.03% | 00.0% | Unchanged |
| Regions Financial Corp | 5,689 | $264.0K | 0.00% | −13,914−71.0% | Reduced |
| International Assets Investment Management, LLC | 5,628 | $261.3K | 0.03% | +5,628 | New |
| Metis Global Partners, LLC | 5,624 | $261.1K | 0.02% | +438+8.4% | Added |
| Good Life Advisors, LLC | 5,567 | $258.4K | 0.04% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 5,510 | $256.0K | 0.01% | −250−4.3% | Reduced |
| SageView Advisory Group, LLC | 5,509 | $255.7K | 0.02% | +5,509 | New |
| Driehaus Capital Management LLC | 5,492 | $254.9K | 0.00% | +198+3.7% | Added |
| American Trust | 5,484 | $254.6K | 0.02% | +75+1.4% | Added |
| Steel Peak Wealth Management LLC | 5,450 | $253.0K | 0.02% | +5+0.1% | Added |
| Oppenheimer Asset Management Inc. | 5,430 | $252.1K | 0.00% | −39,625−87.9% | Reduced |
| First Horizon Advisors, Inc. | 5,402 | $250.8K | 0.01% | +225+4.3% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 5,400 | $250.7K | 0.59% | +5,400 | New |
| Hodges Capital Management Inc. | 5,384 | $250.0K | 0.02% | +11+0.2% | Added |
| Comerica Bank | 4,609 | $247.0K | 0.00% | +4,609 | New |
| PRW Wealth Management LLC | 5,300 | $246.0K | 0.11% | −112−2.1% | Reduced |
| Veriti Management LLC | 5,283 | $245.2K | 0.03% | +9+0.2% | Added |
| Mirabella Financial Services LLP | 5,264 | $244.4K | 0.02% | +5,264 | New |
| Exos TFP Holdings LLC | 5,157 | $239.4K | 0.07% | −1,874−26.7% | Reduced |
| KCM Investment Advisors LLC | 5,114 | $237.0K | 0.01% | +14+0.3% | Added |
| Edgemoor Investment Advisors, Inc. | 5,100 | $236.7K | 0.03% | −400−7.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 5,058 | $234.8K | 0.00% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 5,037 | $233.8K | 0.01% | +5,037 | New |
| Capital Planning Advisors, LLC | 4,983 | $231.3K | 0.05% | −487−8.9% | Reduced |
| JustInvest LLC | 4,974 | $230.9K | 0.01% | −1,233−19.9% | Reduced |
| Register Financial Advisors LLC | 4,950 | $229.8K | 0.15% | +4,950 | New |
| 9258 Wealth Management, LLC | 4,935 | $229.1K | 0.05% | −8−0.2% | Reduced |
| Pathstone Family Office, LLC | 6,981 | $228.2K | 0.00% | +6,981 | New |
| Symmetry Partners, LLC | 4,908 | $228.0K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 4,865 | $225.8K | 0.02% | +4,865 | New |
| BancorpSouth Bank | 4,820 | $223.8K | 0.02% | −1,379−22.2% | Reduced |
| TrinityPoint Wealth, LLC | 4,820 | $223.7K | 0.05% | +30+0.6% | Added |
| Eschler Asset Management LLP | 4,815 | $223.5K | 0.42% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 4,815 | $223.5K | 0.00% | +4,815 | New |
| Duncker Streett & Co Inc | 4,800 | $222.8K | 0.05% | −375−7.2% | Reduced |
| Ieq Capital, LLC | 4,798 | $222.7K | 0.01% | −1,301−21.3% | Reduced |
| Arkadios Wealth Advisors | 4,779 | $221.8K | 0.03% | +3+0.1% | Added |
| First Bank & Trust | 4,761 | $221.0K | 0.06% | +4,761 | New |
| First City Capital Management, Inc. | 4,754 | $220.7K | 0.13% | +4+0.1% | Added |
| Aviance Capital Partners, LLC | 4,712 | $218.7K | 0.05% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 4,700 | $218.2K | 0.10% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,650 | $216.0K | 0.00% | 00.0% | Unchanged |
| Seeyond | 4,617 | $214.3K | 0.02% | −11−0.2% | Reduced |
| Wealthfront Advisers LLC | 4,604 | $213.7K | 0.00% | +4,604 | New |
| Compagnie Lombard Odier SCmA | 4,586 | $213.0K | 0.01% | +971+26.9% | Added |
| Prospera Financial Services Inc | 4,534 | $210.5K | 0.01% | +4,534 | New |
| Forum Financial Management, LP | 4,519 | $209.8K | 0.01% | +4,519 | New |
| RDA Financial Network | 4,515 | $209.6K | 0.11% | +4,515 | New |
| Schneider Downs Wealth Management Advisors, LP | 4,500 | $208.9K | 0.05% | +4,500 | New |
| Kavar Capital Partners Group, LLC | 4,496 | $208.7K | 0.05% | +4,496 | New |
| Huntington National Bank | 4,415 | $204.9K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 4,361 | $202.4K | 0.01% | +4,361 | New |
| Itau Unibanco Holding S.A. | 4,241 | $198.2K | 0.01% | +345+8.9% | Added |
| Leonteq Securities AG | 4,238 | $196.7K | 0.01% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 3,978 | $184.7K | 0.10% | +3,978 | New |
| Walleye Trading LLC | 3,943 | $183.0K | 0.00% | +3,943 | New |
| Operose Advisors LLC | 3,925 | $182.2K | 0.10% | −1,075−21.5% | Reduced |
| Power Corp of Canada | 3,680 | $170.8K | 0.03% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 3,555 | $165.0K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,401 | $157.9K | 0.00% | +2,331+217.9% | Added |
| Carmichael Hill & Associates, Inc. | 3,329 | $154.5K | 0.09% | +10+0.3% | Added |
| Newbridge Financial Services Group, Inc. | 3,326 | $154.4K | 0.09% | +3+0.1% | Added |
| Western Pacific Wealth Management, LP | 3,201 | $148.6K | 0.12% | +970+43.5% | Added |
| SRS Capital Advisors, Inc. | 3,159 | $146.6K | 0.02% | −1,116−26.1% | Reduced |
| GWM Advisors LLC | 7,683 | $143.7K | 0.00% | −11,143−59.2% | Reduced |
| Rosenberg Matthew Hamilton | 3,064 | $142.2K | 0.05% | 00.0% | Unchanged |
| Bessemer Group Inc | 3,042 | $141.0K | 0.00% | +698+29.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 3,027 | $140.5K | 0.01% | +3,027 | New |
| Wellington Shields & Co., LLC | 3,000 | $139.3K | 0.03% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 3,000 | $139.3K | 0.11% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 2,919 | $135.0K | 0.02% | +2,231+324.3% | Added |
| Hexagon Capital Partners LLC | 2,757 | $128.0K | 0.04% | +167+6.4% | Added |
| Montag A & Associates Inc | 2,666 | $123.7K | 0.01% | −1,525−36.4% | Reduced |
| TFC Financial Management | 2,550 | $118.4K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 2,472 | $114.7K | 0.00% | −1,118−31.1% | Reduced |
| Crewe Advisors LLC | 2,343 | $108.8K | 0.02% | −66−2.7% | Reduced |