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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.

Other share classesKKRSKKRTKKR.PD

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.

Institutional holdersQ1 2023: 742 institutions
Q1 2021: 651 institutionsQ2 2021: 704 institutionsQ3 2021: 745 institutionsQ4 2021: 833 institutionsQ1 2022: 786 institutionsQ2 2022: 732 institutionsQ3 2022: 709 institutionsQ4 2022: 730 institutionsQ1 2023: 742 institutionsQ2 2023: 758 institutionsQ3 2023: 792 institutionsQ4 2023: 918 institutionsQ1 2024: 1,033 institutionsQ2 2024: 1,068 institutionsQ3 2024: 1,172 institutionsQ4 2024: 1,324 institutionsQ1 2025: 1,290 institutionsQ2 2025: 1,331 institutionsQ3 2025: 1,377 institutionsQ4 2025: 1,403 institutionsQ1 2026: 1,285 institutionsQ2 2026: 1,284 institutions
Value heldQ1 2023: $25.2B
Q1 2021: $22.1BQ2 2021: $26.5BQ3 2021: $27.1BQ4 2021: $33.1BQ1 2022: $26.0BQ2 2022: $21.1BQ3 2022: $20.2BQ4 2022: $22.1BQ1 2023: $25.2BQ2 2023: $26.8BQ3 2023: $31.1BQ4 2023: $41.8BQ1 2024: $50.8BQ2 2024: $56.4BQ3 2024: $69.3BQ4 2024: $78.9BQ1 2025: $61.8BQ2 2025: $71.4BQ3 2025: $68.9BQ4 2025: $69.3BQ1 2026: $49.0BQ2 2026: $50.2B
Institutions holding KKR and their total value by quarter
QuarterHoldersValue
Q2 20261,284$50.2B
Q1 20261,285$49.0B
Q4 20251,403$69.3B
Q3 20251,377$68.9B
Q2 20251,331$71.4B
Q1 20251,290$61.8B
Q4 20241,324$78.9B
Q3 20241,172$69.3B
Q2 20241,068$56.4B
Q1 20241,033$50.8B
Q4 2023918$41.8B
Q3 2023792$31.1B
Q2 2023758$26.8B
Q1 2023742$25.2B
Q4 2022730$22.1B
Q3 2022709$20.2B
Q2 2022732$21.1B
Q1 2022786$26.0B
Q4 2021833$33.1B
Q3 2021745$27.1B
Q2 2021704$26.5B
Q1 2021651$22.1B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q4 2022.

Institutions holding KKR in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Allworth Financial LP1,057$55.5K0.00%+524+98.3%Added
Parkside Financial Bank & Trust1,090$57.3K0.02%+30+2.8%Added
Perkins Coie Trust Co1,094$57.5K0.02%−100−8.4%Reduced
Whittier Trust Co of Nevada Inc1,100$57.8K0.00%00.0%Unchanged
Column Capital Advisors, LLC1,241$65.2K0.01%00.0%Unchanged
Brown Brothers Harriman & Co1,358$71.3K0.00%+808+146.9%Added
HHM Wealth Advisors, LLC1,400$73.5K0.02%+1,400New
Paradigm Asset Management Co LLC1,454$76.4K0.02%−50−3.3%Reduced
Arlington Partners LLC1,564$82.1K0.01%+1,034+195.1%Added
Hoey Investments, Inc1,569$82.4K0.03%00.0%Unchanged
Cary Street Partner Investment Advisory LLC1,594$83.7K0.01%00.0%Unchanged
Tower View Investment Management & Research LLC1,613$85.0K0.06%+4+0.2%Added
Arrow Financial Corp1,670$87.7K0.01%00.0%Unchanged
Bogart Wealth, LLC1,745$91.6K0.01%00.0%Unchanged
Fifth Third Bancorp1,746$91.7K0.00%+19+1.1%Added
Atlas Capital Advisors LLC1,750$91.9K0.01%00.0%Unchanged
Smithfield Trust Co1,836$97.0K0.01%−90−4.7%Reduced
SRS Capital Advisors, Inc.1,879$98.7K0.01%−1,280−40.5%Reduced
GPS Wealth Strategies Group, LLC1,896$99.6K0.02%+1,896New
Alta Advisers Ltd1,900$99.8K0.06%00.0%Unchanged
Carmel Capital Partners, LLC1,924$101.0K0.06%+1,924New
Concord Wealth Partners1,928$101.3K0.03%−150−7.2%Reduced
Benjamin F. Edwards & Company, Inc.1,950$102.0K0.00%00.0%Unchanged
Wellington Shields Capital Management, LLC2,000$105.0K0.01%00.0%Unchanged
Granite FO LLC2,000$106.1K0.07%00.0%Unchanged
Baker Avenue Asset Management, LP2,082$109.3K0.01%+28+1.4%Added
MBM Wealth Consultants, LLC2,165$114.0K0.05%00.0%Unchanged
Endurance Wealth Management, Inc.2,300$121.0K0.02%+2,000+666.7%Added
Crewe Advisors LLC2,343$123.1K0.02%00.0%Unchanged
Whittier Trust Co2,472$129.8K0.00%00.0%Unchanged
TFC Financial Management2,550$133.9K0.03%00.0%Unchanged
Industrial Alliance Investment Management Inc.2,620$138.0K0.00%−35,300−93.1%Reduced
Sunbelt Securities, Inc.2,718$139.6K0.02%+2,718New
Montag A & Associates Inc2,666$140.0K0.01%00.0%Unchanged
Hexagon Capital Partners LLC2,672$140.4K0.04%−85−3.1%Reduced
Rosenberg Matthew Hamilton2,755$144.7K0.05%−309−10.1%Reduced
Wellington Shields & Co., LLC3,000$157.6K0.04%00.0%Unchanged
Fortis Advisors, LLC3,000$157.6K0.10%00.0%Unchanged
Bessemer Group Inc3,000$158.0K0.00%−42−1.4%Reduced
Edge Capital Group, LLC3,041$159.7K0.01%+3,041New
Tradition Wealth Management, LLC3,119$164.0K0.02%+200+6.9%Added
Western Pacific Wealth Management, LP3,201$168.1K0.13%00.0%Unchanged
Ostrum Asset Management3,253$170.8K0.01%+3,253New
Newbridge Financial Services Group, Inc.3,329$174.8K0.09%+3+0.1%Added
Carmichael Hill & Associates, Inc.3,338$175.3K0.09%+9+0.3%Added
Signaturefd, LLC3,433$180.3K0.00%+32+0.9%Added
Power Corp of Canada3,680$184.2K0.02%00.0%Unchanged
Citizens National Bank Trust Department3,555$186.7K0.05%00.0%Unchanged
Compagnie Lombard Odier SCmA3,615$189.9K0.00%−971−21.2%Reduced
Bokf, NA3,626$190.4K0.00%−17,533−82.9%Reduced
Resurgent Financial Advisors LLC3,728$195.8K0.13%−250−6.3%Reduced
Lido Advisors, LLC3,815$200.4K0.00%+3,815New
We Are One Seven, LLC3,823$200.8K0.01%+3,823New
Financial Architects, Inc3,879$203.7K0.03%+3,879New
Masso Torrence Wealth Management Inc.3,908$205.2K0.16%+3,908New
Operose Advisors LLC3,925$206.1K0.10%00.0%Unchanged
Balentine LLC3,949$207.4K0.01%+3,949New
Fidelis Capital Partners, LLC4,055$208.9K0.09%+4,055New
Nicola Wealth Management Ltd.4,000$210.2K0.02%+4,000New
Hudson Value Partners, LLC4,015$210.9K0.12%+4,015New
Laidlaw Wealth Management LLC4,020$211.1K0.04%+4,020New
Kavar Capital Partners Group, LLC4,022$211.2K0.05%−474−10.5%Reduced
Kovack Advisors, Inc.4,028$211.5K0.03%+4,028New
Golden State Equity Partners4,074$214.0K0.12%+4,074New
MONECO Advisors, LLC4,111$215.9K0.06%+4,111New
Asset Management Corp4,150$217.9K0.17%+4,150New
Watershed Private Wealth LLC4,157$218.3K0.15%+4,157New
Machina Capital S.A.S.4,212$221.2K0.19%+4,212New
Venture Visionary Partners LLC4,236$222.5K0.01%−125−2.9%Reduced
Leonteq Securities AG4,238$222.6K0.02%00.0%Unchanged
Farther Finance Advisors, LLC4,267$224.1K0.07%+4,151+3,578.4%Added
RDA Financial Network4,290$225.3K0.10%−225−5.0%Reduced
Sigma Planning Corp4,292$225.5K0.01%+4,292New
GWM Advisors LLC4,363$229.1K0.00%−3,320−43.2%Reduced
Ethic Inc.4,411$231.7K0.01%+4,411New
Bank of Nova Scotia4,421$232.1K0.00%−6,369−59.0%Reduced
Compton Capital Management Inc4,450$233.7K0.50%−13,050−74.6%Reduced
Gateway Advisory, LLC4,500$236.0K0.05%−1,424−24.0%Reduced
Schneider Downs Wealth Management Advisors, LP4,500$236.3K0.05%00.0%Unchanged
Global Retirement Partners, LLC4,611$236.6K0.01%−1,731−27.3%Reduced
Arkadios Wealth Advisors4,533$238.1K0.03%−246−5.1%Reduced
Prospera Financial Services Inc4,535$238.2K0.01%+10.0%Added
Nisa Investment Advisors, LLC4,615$242.0K0.00%−35−0.8%Reduced
Ssi Investment Management LLC4,622$242.7K0.02%−1,290−21.8%Reduced
Phocas Financial Corp.4,625$242.9K0.03%−5,195−52.9%Reduced
Acadian Asset Management LLC4,648$244.0K0.00%−2,884−38.3%Reduced
Fusion Capital, LLC4,664$244.9K0.14%+4,664New
Register Financial Advisors LLC4,679$245.7K0.19%−271−5.5%Reduced
Aft, Forsyth & Sober, LLC4,700$246.8K0.12%00.0%Unchanged
Mirabella Financial Services LLP4,782$251.2K0.05%−482−9.2%Reduced
TrinityPoint Wealth, LLC4,790$251.6K0.05%−30−0.6%Reduced
First City Capital Management, Inc.4,750$252.1K0.15%−4−0.1%Reduced
Duncker Streett & Co Inc4,800$252.1K0.06%00.0%Unchanged
Eschler Asset Management LLP4,815$252.9K0.20%00.0%Unchanged
Edgemoor Investment Advisors, Inc.4,840$254.2K0.03%−260−5.1%Reduced
BancorpSouth Bank4,861$255.3K0.02%+41+0.9%Added
Sweeney & Michel, LLC4,685$255.5K0.14%+4,685New
Hodges Capital Management Inc.5,150$257.0K0.02%−234−4.3%Reduced
Symmetry Partners, LLC4,908$258.0K0.01%00.0%Unchanged
9258 Wealth Management, LLC4,914$258.1K0.05%−21−0.4%Reduced