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 |
|---|---|---|---|---|---|
| Capital Planning Advisors, LLC | 4,983 | $261.7K | 0.06% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 5,058 | $265.6K | 0.01% | 00.0% | Unchanged |
| PRW Wealth Management LLC | 5,020 | $266.4K | 0.10% | −280−5.3% | Reduced |
| XTX Topco Ltd | 5,093 | $267.5K | 0.06% | +5,093 | New |
| Huntington National Bank | 5,122 | $269.0K | 0.00% | +707+16.0% | Added |
| HB Wealth Management, LLC | 5,128 | $269.3K | 0.00% | +313+6.5% | Added |
| First Bank & Trust | 5,143 | $270.1K | 0.07% | +382+8.0% | Added |
| Scotia Capital Inc. | 5,149 | $270.5K | 0.00% | +5,149 | New |
| Driehaus Capital Management LLC | 5,150 | $270.5K | 0.00% | −342−6.2% | Reduced |
| JustInvest LLC | 5,155 | $270.8K | 0.01% | +181+3.6% | Added |
| Lincoln National Corp | 5,171 | $271.6K | 0.01% | +5,171 | New |
| Clearwater Capital Advisors, LLC | 5,345 | $280.7K | 0.03% | −945−15.0% | Reduced |
| Pittenger & Anderson Inc | 5,375 | $282.3K | 0.01% | −1,525−22.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,383 | $282.7K | 0.00% | +5,383 | New |
| AXA S.A. | 5,438 | $285.6K | 0.00% | +5,438 | New |
| Steel Peak Wealth Management LLC | 5,455 | $286.5K | 0.02% | +5+0.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,510 | $289.0K | 0.01% | 00.0% | Unchanged |
| Regions Financial Corp | 5,549 | $291.0K | 0.00% | −140−2.5% | Reduced |
| Good Life Advisors, LLC | 5,567 | $292.4K | 0.04% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 5,600 | $294.1K | 0.44% | +5,600 | New |
| First Horizon Advisors, Inc. | 5,630 | $295.7K | 0.01% | +228+4.2% | Added |
| Stonnington Group, LLC | 5,800 | $301.6K | 0.08% | +5,800 | New |
| Umb Bank N A | 5,749 | $301.9K | 0.00% | −245−4.1% | Reduced |
| American International Group, Inc. | 5,757 | $302.4K | 0.00% | −127−2.2% | Reduced |
| Valeo Financial Advisors, LLC | 5,788 | $304.0K | 0.01% | +751+14.9% | Added |
| Integrated Wealth Concepts LLC | 5,796 | $304.0K | 0.01% | +5,796 | New |
| Dakota Wealth Management | 5,811 | $305.2K | 0.02% | −920−13.7% | Reduced |
| Arlington Financial Advisors, LLC | 5,871 | $308.3K | 0.12% | +6+0.1% | Added |
| PEAK6 Investments LLC | 5,927 | $311.3K | 0.02% | −3,044−33.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 5,968 | $313.4K | 0.01% | −9−0.2% | Reduced |
| Institute for Wealth Management, LLC. | 5,970 | $313.5K | 0.06% | −146−2.4% | Reduced |
| Transcend Wealth Collective, LLC | 5,974 | $313.8K | 0.03% | +147+2.5% | Added |
| Lazard Asset Management LLC | 6,009 | $315.0K | 0.00% | −22−0.4% | Reduced |
| Northeast Investment Management | 6,000 | $315.1K | 0.02% | 00.0% | Unchanged |
| Cigna Investments Inc | 6,073 | $319.0K | 0.06% | −126−2.0% | Reduced |
| Family Management Corp | 6,118 | $321.3K | 0.07% | +115+1.9% | Added |
| Samalin Investment Counsel, LLC | 6,142 | $322.6K | 0.19% | +15+0.2% | Added |
| Siemens Fonds Invest GmbH | 6,172 | $324.2K | 0.03% | 00.0% | Unchanged |
| Ieq Capital, LLC | 6,191 | $325.2K | 0.01% | +1,393+29.0% | Added |
| Cloverfields Capital Group, LP | 6,196 | $325.4K | 0.10% | −45,328−88.0% | Reduced |
| Oak Thistle LLC | 6,217 | $326.5K | 0.19% | +6,217 | New |
| Glenmede Trust Co NA | 6,246 | $328.0K | 0.00% | −59−0.9% | Reduced |
| Veriti Management LLC | 6,291 | $330.4K | 0.04% | +1,008+19.1% | Added |
| Nalls Sherbakoff Group, LLC | 6,548 | $336.2K | 0.33% | +6,548 | New |
| Principle Wealth Partners LLC | 6,500 | $341.4K | 0.04% | −2,350−26.6% | Reduced |
| Veritable, L.P. | 6,548 | $343.9K | 0.01% | −27−0.4% | Reduced |
| Welch & Forbes LLC | 6,550 | $344.0K | 0.01% | −3,214−32.9% | Reduced |
| Quantamental Technologies LLC | 6,584 | $345.8K | 0.19% | −10,748−62.0% | Reduced |
| Sequoia Financial Advisors, LLC | 6,612 | $347.2K | 0.01% | +407+6.6% | Added |
| Greenhaven Road Investment Management, L.P. | 661,700 | $347.5K | 19.95% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 6,650 | $349.3K | 0.00% | +245+3.8% | Added |
| Old National Bancorp | 6,864 | $360.5K | 0.01% | 00.0% | Unchanged |
| Diligent Investors, LLC | 6,893 | $362.0K | 0.11% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 6,954 | $365.2K | 0.03% | −500−6.7% | Reduced |
| Pathstone Family Office, LLC | 6,946 | $365.3K | 0.01% | −35−0.5% | Reduced |
| CWM, LLC | 6,971 | $366.0K | 0.00% | +194+2.9% | Added |
| Fund Management at Engine No. 1 LLC | 6,997 | $367.5K | 0.07% | +649+10.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 7,085 | $372.1K | 0.03% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 7,144 | $375.2K | 0.07% | +20.0% | Added |
| Forum Financial Management, LP | 7,151 | $375.6K | 0.01% | +2,632+58.2% | Added |
| Glenview Trust Co | 7,188 | $377.5K | 0.01% | +831+13.1% | Added |
| Wealthfront Advisers LLC | 7,307 | $383.8K | 0.00% | +2,703+58.7% | Added |
| Linscomb & Williams, Inc. | 7,515 | $394.7K | 0.02% | −6,864−47.7% | Reduced |
| NewEdge Wealth, LLC | 7,610 | $399.7K | 0.02% | +761+11.1% | Added |
| Arete Wealth Advisors, LLC | 7,875 | $414.0K | 0.03% | −15−0.2% | Reduced |
| Sage Rhino Capital LLC | 7,904 | $415.1K | 0.12% | +18+0.2% | Added |
| Coldstream Capital Management Inc | 7,964 | $418.3K | 0.01% | −16−0.2% | Reduced |
| Banque Cantonale Vaudoise | 8,100 | $426.0K | 0.02% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 8,028 | $427.5K | 0.33% | +18+0.2% | Added |
| Corsair Capital Management, L.P. | 8,189 | $430.1K | 0.16% | −13−0.2% | Reduced |
| Knightsbridge Asset Management, LLC | 8,366 | $439.0K | 0.08% | −180,140−95.6% | Reduced |
| Sciencast Management LP | 9,242 | $444.6K | 0.59% | +9,242 | New |
| Advisory Services Network, LLC | 8,497 | $446.3K | 0.01% | +151+1.8% | Added |
| Smith Shellnut Wilson LLC | 8,508 | $446.8K | 0.27% | 00.0% | Unchanged |
| Synovus Financial Corp | 8,545 | $448.9K | 0.01% | −388−4.3% | Reduced |
| Sawgrass Asset Management LLC | 8,586 | $450.9K | 0.06% | −150−1.7% | Reduced |
| Marks Group Wealth Management, Inc | 8,598 | $451.6K | 0.06% | +178+2.1% | Added |
| Geneos Wealth Management Inc. | 8,830 | $463.8K | 0.03% | −542−5.8% | Reduced |
| Segment Wealth Management, LLC | 8,850 | $464.8K | 0.05% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,859 | $465.0K | 0.01% | +8,859 | New |
| Rathbone Brothers plc | 9,000 | $472.7K | 0.00% | 00.0% | Unchanged |
| E&G Advisors, LP | 9,000 | $472.7K | 0.18% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 9,010 | $473.2K | 0.02% | +61+0.7% | Added |
| Davenport & Co LLC | 9,169 | $481.5K | 0.00% | −2,199−19.3% | Reduced |
| SYSTM Wealth Solutions LLC | 9,198 | $483.1K | 0.07% | −21,609−70.1% | Reduced |
| Aries Wealth Management | 9,210 | $483.7K | 0.20% | 00.0% | Unchanged |
| Diversified Trust Co | 9,222 | $484.3K | 0.02% | −122−1.3% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 9,330 | $490.0K | 0.15% | +420+4.7% | Added |
| Krilogy Financial LLC | 9,432 | $495.4K | 0.04% | −401−4.1% | Reduced |
| Mutual Advisors, LLC | 9,551 | $501.6K | 0.02% | +634+7.1% | Added |
| Virtus Family Office LLC | 9,552 | $501.7K | 0.99% | −413−4.1% | Reduced |
| Fiduciary Group LLC | 9,558 | $502.0K | 0.07% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 9,650 | $506.8K | 0.00% | +2,181+29.2% | Added |
| Yorktown Management & Research Co Inc | 9,700 | $509.4K | 0.55% | 00.0% | Unchanged |
| RW Investment Management LLC | 9,700 | $509.4K | 0.14% | 00.0% | Unchanged |
| Financial Management Network Inc | 10,009 | $510.6K | 0.21% | +372+3.9% | Added |
| Guinness Asset Management LTD | 9,920 | $521.0K | 0.01% | +838+9.2% | Added |
| MYDA Advisors LLC | 10,000 | $525.2K | 0.22% | −5,000−33.3% | Reduced |
| Intact Investment Management Inc. | 10,000 | $525.2K | 0.02% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 10,125 | $531.8K | 0.06% | 00.0% | Unchanged |