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, Q1 2023
Institutional positions in KKR & Co. Inc. as of Mar 31, 2023. 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
- 742
- +25 vs. Q4 2022
- Shares held
- 479.6M
- +4.91M (+1.0%) vs. Q4 2022
- Total value
- $25.2B
- +$3.11B (+14.1%) vs. Q4 2022
- New holders
- 90
- 230 more added
- Sold out
- 65
- 273 more reduced
13 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Clear Street Markets LLC | 5 | $0 | 0.00% | −6,484−99.9% | Reduced |
| Avion Wealth | 14 | $0 | 0.00% | +14 | New |
| Tfo-TDC, LLC | 1 | $53 | 0.00% | −26−96.3% | Reduced |
| Delos Wealth Advisors, LLC | 3 | $158 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 8 | $420 | 0.00% | −5−38.5% | Reduced |
| Zions Bancorporation, N.A. | 13 | $683 | 0.00% | −1,481−99.1% | Reduced |
| FinTrust Capital Advisors, LLC | 17 | $767 | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 16 | $840 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $893 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 21 | $1.00K | 0.00% | −37−63.8% | Reduced |
| Steward Financial Group LLC | 32 | $1.00K | 0.00% | +15+88.2% | Added |
| ICA Group Wealth Management, LLC | 23 | $1.21K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 25 | $1.31K | 0.00% | −57−69.5% | Reduced |
| Insight Financial Services | 25 | $1.31K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 25 | $1.33K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 27 | $1.42K | 0.00% | +27 | New |
| Castleview Partners, LLC | 30 | $1.58K | 0.00% | +4+15.4% | Added |
| Park Place Capital Corp | 31 | $1.63K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 33 | $1.73K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $1.73K | 0.00% | −53−61.6% | Reduced |
| Penserra Capital Management LLC | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 39 | $2.05K | 0.00% | +39 | New |
| Ridgewood Investments LLC | 42 | $2.21K | 0.00% | +42 | New |
| Schubert & Co | 45 | $2.36K | 0.00% | +14+45.2% | Added |
| Bell Investment Advisors, Inc | 46 | $2.42K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 51 | $2.68K | 0.00% | −20−28.2% | Reduced |
| Financial Management Professionals, Inc. | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 59 | $3.10K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 59 | $3.10K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 65 | $3.41K | 0.00% | +65 | New |
| Clearstead Advisors, LLC | 68 | $3.57K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 69 | $3.62K | 0.00% | +69 | New |
| Capital Advisors, Ltd. LLC | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 78 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 77 | $4.04K | 0.00% | +1+1.3% | Added |
| Ameritas Investment Partners, Inc. | 80 | $4.20K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 80 | $4.20K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 89 | $4.70K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 99 | $5.20K | 0.00% | −3−2.9% | Reduced |
| Cubist Systematic Strategies, LLC | 100 | $5.25K | 0.00% | −177,980−99.9% | Reduced |
| Missouri Trust & Investment Co | 100 | $5.25K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $5.25K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 113 | $6.00K | 0.00% | +113 | New |
| Central Trust Co | 120 | $6.30K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 125 | $6.59K | 0.01% | 00.0% | Unchanged |
| Elequin Capital LP | 127 | $6.67K | 0.00% | +127 | New |
| Atticus Wealth Management, LLC | 133 | $6.99K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 150 | $7.88K | 0.00% | −25−14.3% | Reduced |
| Armstrong Advisory Group, Inc | 150 | $7.88K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 37 | $9.00K | 0.00% | +37 | New |
| Glassman Wealth Services | 172 | $9.03K | 0.00% | −4−2.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 172 | $9.03K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 183 | $9.63K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 194 | $10.2K | 0.00% | −5−2.5% | Reduced |
| Blume Capital Management, Inc. | 200 | $10.5K | 0.00% | −150−42.9% | Reduced |
| AdvisorNet Financial, Inc | 202 | $10.6K | 0.00% | +12+6.3% | Added |
| Creative Financial Designs Inc | 206 | $10.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 235 | $12.3K | 0.01% | −16−6.4% | Reduced |
| Harvest Fund Management Co., Ltd | 255 | $13.0K | 0.00% | +209+454.3% | Added |
| Pinebridge Investments, L.P. | 254 | $13.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 273 | $14.3K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 284 | $14.9K | 0.00% | +284 | New |
| PSI Advisors, LLC | 285 | $15.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 352 | $18.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 357 | $19.0K | 0.02% | −11−3.0% | Reduced |
| Pinnacle Bancorp, Inc. | 368 | $19.3K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 418 | $22.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 450 | $23.0K | 0.02% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 448 | $23.6K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 453 | $23.8K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 454 | $23.8K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 492 | $25.8K | 0.00% | −22,729−97.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $26.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 500 | $26.3K | 0.01% | +500 | New |
| BerganKDV Wealth Management, LLC | 512 | $26.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 514 | $27.0K | 0.00% | +200+63.7% | Added |
| SJS Investment Consulting Inc. | 522 | $27.4K | 0.01% | −197−27.4% | Reduced |
| Deseret Mutual Benefit Administrators | 531 | $27.9K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 533 | $28.0K | 0.01% | +515+2,861.1% | Added |
| Quadrant Capital Group LLC | 543 | $28.5K | 0.00% | −171−23.9% | Reduced |
| Institutional & Family Asset Management, LLC | 543 | $28.5K | 0.00% | +1+0.2% | Added |
| Arcadia Investment Management Corp | 568 | $29.8K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 592 | $31.0K | 0.00% | −7,596−92.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $31.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 605 | $31.8K | 0.01% | +70+13.1% | Added |
| Carolinas Wealth Consulting LLC | 607 | $31.9K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 614 | $32.2K | 0.00% | +126+25.8% | Added |
| Hollencrest Capital Management | 687 | $36.1K | 0.00% | −673−49.5% | Reduced |
| Achmea Investment Management B.V. | 694 | $37.0K | 0.00% | −9,323−93.1% | Reduced |
| Canton Hathaway, LLC | 800 | $42.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 801 | $42.1K | 0.01% | −144−15.2% | Reduced |
| Webster Bank, N. A. | 859 | $45.1K | 0.01% | +659+329.5% | Added |
| WealthPLAN Partners, LLC | 872 | $45.8K | 0.01% | +872 | New |
| Kistler-Tiffany Companies, LLC | 910 | $47.8K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 939 | $49.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 974 | $51.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 975 | $51.2K | 0.01% | −5−0.5% | Reduced |
| Delta Asset Management LLC | 991 | $52.0K | 0.01% | −10−1.0% | Reduced |
| Trust Co of Vermont | 1,000 | $52.5K | 0.00% | 00.0% | Unchanged |
| Motco | 1,000 | $52.5K | 0.00% | 00.0% | Unchanged |