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 |
|---|---|---|---|---|---|
| Granite FO LLC | 2,000 | $103.8K | 0.08% | +2,000 | New |
| MBM Wealth Consultants, LLC | 2,165 | $101.0K | 0.05% | +480+28.5% | Added |
| Concord Wealth Partners | 2,078 | $96.5K | 0.03% | +2,078 | New |
| Baker Avenue Asset Management, LP | 2,054 | $95.3K | 0.01% | +2,054 | New |
| Wellington Shields Capital Management, LLC | 2,000 | $92.8K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,950 | $91.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,926 | $90.0K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,900 | $88.0K | 0.05% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,750 | $81.2K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,745 | $81.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,727 | $80.2K | 0.00% | −1,020−37.1% | Reduced |
| Arrow Financial Corp | 1,670 | $78.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,609 | $75.0K | 0.05% | +4+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 1,594 | $74.0K | 0.01% | +1,594 | New |
| Hoey Investments, Inc | 1,569 | $72.8K | 0.03% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,504 | $69.8K | 0.02% | −14,500−90.6% | Reduced |
| Zions Bancorporation, N.A. | 1,494 | $69.4K | 0.01% | +1,494 | New |
| Hollencrest Capital Management | 1,360 | $63.1K | 0.01% | +1,360 | New |
| AM Squared Ltd | 1,300 | $60.3K | 0.04% | +1,300 | New |
| Column Capital Advisors, LLC | 1,241 | $57.6K | 0.01% | +590+90.6% | Added |
| Perkins Coie Trust Co | 1,194 | $55.4K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,100 | $51.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,060 | $49.2K | 0.01% | +594+127.5% | Added |
| Affiance Financial, LLC | 1,003 | $46.6K | 0.02% | +1,003 | New |
| Accurate Wealth Management, LLC | 928 | $46.5K | 0.02% | +928 | New |
| Delta Asset Management LLC | 1,001 | $46.5K | 0.01% | +1,001 | New |
| Trust Co of Vermont | 1,000 | $46.4K | 0.00% | 00.0% | Unchanged |
| Motco | 1,000 | $46.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 980 | $45.5K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 974 | $45.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 945 | $44.0K | 0.01% | −30−3.1% | Reduced |
| SkyView Investment Advisors, LLC | 939 | $44.0K | 0.01% | +70+8.1% | Added |
| Kistler-Tiffany Companies, LLC | 910 | $42.2K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 800 | $37.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 719 | $33.4K | 0.01% | +216+42.9% | Added |
| Quadrant Capital Group LLC | 714 | $33.1K | 0.00% | +529+285.9% | Added |
| Carolinas Wealth Consulting LLC | 607 | $28.2K | 0.01% | +1+0.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $27.8K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 568 | $26.4K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 550 | $25.5K | 0.00% | −85−13.4% | Reduced |
| Institutional & Family Asset Management, LLC | 542 | $25.1K | 0.00% | +2+0.4% | Added |
| CVA Family Office, LLC | 535 | $24.8K | 0.01% | −45−7.8% | Reduced |
| Allworth Financial LP | 533 | $24.7K | 0.00% | +533 | New |
| Deseret Mutual Benefit Administrators | 531 | $24.6K | 0.01% | −97−15.4% | Reduced |
| Arlington Partners LLC | 530 | $24.6K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 512 | $23.8K | 0.00% | +12+2.4% | Added |
| Trustcore Financial Services, LLC | 500 | $23.2K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $23.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 488 | $22.7K | 0.00% | +384+369.2% | Added |
| Hazlett, Burt & Watson, Inc. | 450 | $22.0K | 0.02% | +250+125.0% | Added |
| Proequities, Inc. | 454 | $21.1K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 453 | $21.0K | 0.01% | +1+0.2% | Added |
| Focused Wealth Management, Inc | 448 | $20.8K | 0.00% | +1+0.2% | Added |
| Riggs Asset Managment Co. Inc. | 418 | $19.4K | 0.01% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 382 | $17.7K | 0.01% | +382 | New |
| Covestor Ltd | 368 | $17.0K | 0.01% | −1,383−79.0% | Reduced |
| Pinnacle Bancorp, Inc. | 368 | $17.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 352 | $16.3K | 0.00% | −46−11.6% | Reduced |
| Blume Capital Management, Inc. | 350 | $16.2K | 0.01% | +350 | New |
| MinichMacGregor Wealth Management, LLC | 336 | $15.6K | 0.01% | +336 | New |
| Massmutual Trust Co FSB | 314 | $15.0K | 0.00% | −245−43.8% | Reduced |
| American National Bank | 321 | $15.0K | 0.00% | +321 | New |
| Endurance Wealth Management, Inc. | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 285 | $13.2K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 273 | $13.0K | 0.01% | −773−73.9% | Reduced |
| RFP Financial Group LLC | 255 | $11.8K | 0.01% | +255 | New |
| Pinebridge Investments, L.P. | 254 | $11.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 251 | $11.7K | 0.01% | +251 | New |
| Creative Financial Designs Inc | 206 | $9.55K | 0.00% | +1+0.5% | Added |
| Freedom Wealth Alliance, LLC | 200 | $9.28K | 0.01% | +200 | New |
| Core Alternative Capital | 199 | $9.25K | 0.00% | −406−67.1% | Reduced |
| Webster Bank, N. A. | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 190 | $8.82K | 0.00% | +59+45.0% | Added |
| Plante Moran Financial Advisors, LLC | 188 | $8.73K | 0.00% | +188 | New |
| Pathway Financial Advisers, LLC | 183 | $8.49K | 0.00% | +183 | New |
| Glassman Wealth Services | 176 | $8.17K | 0.00% | +30+20.5% | Added |
| Salem Investment Counselors Inc | 175 | $8.12K | 0.00% | +175 | New |
| Kayne Anderson Rudnick Investment Management LLC | 172 | $7.98K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 150 | $6.96K | 0.00% | +150 | New |
| Atticus Wealth Management, LLC | 133 | $6.17K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 125 | $5.82K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 120 | $5.57K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 116 | $5.38K | 0.00% | +116 | New |
| Heritage Wealth Management, LLC | 114 | $5.29K | 0.00% | +91+395.7% | Added |
| Missouri Trust & Investment Co | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 115 | $5.00K | 0.00% | +115 | New |
| Beaird Harris Wealth Management, LLC | 107 | $4.97K | 0.00% | +107 | New |
| Washington Trust Co | 102 | $4.74K | 0.00% | −263−72.1% | Reduced |
| Comerica Securities,inc. | 102 | $4.74K | 0.00% | +102 | New |
| Glen Eagle Advisors, LLC | 100 | $4.64K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 89 | $4.14K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 86 | $3.99K | 0.00% | +14+19.4% | Added |
| Exchange Traded Concepts, LLC | 82 | $3.81K | 0.00% | +14+20.6% | Added |
| Ameritas Investment Partners, Inc. | 80 | $3.71K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 80 | $3.71K | 0.00% | +80 | New |
| Colonial Trust Co | 78 | $3.65K | 0.00% | +78 | New |
| Bellevue Asset Management, LLC | 76 | $3.49K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 71 | $3.30K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 68 | $3.16K | 0.00% | −222−76.6% | Reduced |
| Capital Advisors, Ltd. LLC | 71 | $3.00K | 0.00% | +9+14.5% | Added |