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 |
|---|---|---|---|---|---|
| Assenagon Asset Management S.A. | 10,176 | $534.4K | 0.00% | −630,007−98.4% | Reduced |
| Beaumont Financial Advisors, LLC | 10,220 | $536.8K | 0.05% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 10,344 | $543.3K | 0.01% | +674+7.0% | Added |
| Principal Street Partners, LLC | 10,407 | $546.6K | 0.14% | −385−3.6% | Reduced |
| Exos TFP Holdings LLC | 10,500 | $551.5K | 0.14% | +5,343+103.6% | Added |
| Western Wealth Management, LLC | 10,582 | $555.8K | 0.05% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 10,595 | $556.5K | 0.02% | −269−2.5% | Reduced |
| MAI Capital Management | 10,671 | $560.4K | 0.01% | +95+0.9% | Added |
| Bradley Foster & Sargent Inc | 10,721 | $563.1K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,729 | $563.5K | 0.04% | +950+9.7% | Added |
| Fountainhead AM, LLC | 10,844 | $569.5K | 0.22% | −500−4.4% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 10,936 | $574.4K | 0.21% | +20.0% | Added |
| Catalyst Capital Advisors LLC | 11,000 | $577.7K | 0.02% | +11,000 | New |
| JTC Employer Solutions Trusteee Ltd | 11,119 | $584.0K | 0.06% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 11,227 | $589.6K | 0.35% | +30.0% | Added |
| Zhang Financial LLC | 11,318 | $594.4K | 0.07% | −707−5.9% | Reduced |
| Spire Wealth Management | 11,348 | $596.0K | 0.02% | +1,190+11.7% | Added |
| Silvant Capital Management LLC | 11,361 | $596.7K | 0.04% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 11,376 | $597.5K | 0.03% | +1,362+13.6% | Added |
| Kestra Private Wealth Services, LLC | 11,429 | $600.2K | 0.02% | +17+0.1% | Added |
| First Pacific Advisors, LP | 11,600 | $609.2K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 11,775 | $618.4K | 0.00% | +144+1.2% | Added |
| MetLife Investment Management | 11,849 | $622.3K | 0.00% | +25+0.2% | Added |
| Beacon Pointe Advisors, LLC | 11,858 | $622.8K | 0.01% | +765+6.9% | Added |
| Wetherby Asset Management Inc | 11,966 | $628.5K | 0.04% | −46−0.4% | Reduced |
| James J. Burns & Company, LLC | 12,013 | $631.0K | 0.16% | +12,013 | New |
| Mission Wealth Management, LP | 12,094 | $635.2K | 0.03% | +65+0.5% | Added |
| Ensign Peak Advisors, Inc | 12,100 | $635.5K | 0.00% | −213,360−94.6% | Reduced |
| National Asset Management, Inc. | 12,179 | $639.6K | 0.02% | +40+0.3% | Added |
| CWA Asset Management Group, LLC | 12,196 | $640.5K | 0.05% | −1,487−10.9% | Reduced |
| Van Eck Associates Corp | 12,198 | $641.0K | 0.00% | −4,073−25.0% | Reduced |
| Canandaigua National Bank & Trust Co | 12,283 | $645.0K | 0.11% | +12,283 | New |
| Fort Pitt Capital Group, LLC | 12,289 | $645.4K | 0.02% | −15−0.1% | Reduced |
| Advisor Resource Council | 12,558 | $646.7K | 0.16% | +12,558 | New |
| Element Pointe Advisors, LLC | 12,348 | $648.5K | 0.22% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 12,386 | $650.5K | 0.01% | +1,392+12.7% | Added |
| Vontobel Holding Ltd. | 12,450 | $653.9K | 0.01% | +218+1.8% | Added |
| ProVise Management Group, LLC | 12,479 | $655.4K | 0.06% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,598 | $657.9K | 0.01% | +12,598 | New |
| Tokio Marine Asset Management Co Ltd | 12,629 | $663.3K | 0.05% | +1,744+16.0% | Added |
| Moody National Bank Trust Division | 12,740 | $669.1K | 0.06% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 12,745 | $669.4K | 0.05% | −186−1.4% | Reduced |
| Jane Street Group, LLC | 12,787 | $671.6K | 0.00% | −15,321−54.5% | Reduced |
| Guardian Investment Management | 13,750 | $671.7K | 0.52% | +250+1.9% | Added |
| Commerce Bank | 12,801 | $672.3K | 0.01% | +336+2.7% | Added |
| Snowden Capital Advisors LLC | 13,100 | $688.0K | 0.03% | +1,163+9.7% | Added |
| CFM Wealth Partners LLC | 13,253 | $696.0K | 0.19% | −948−6.7% | Reduced |
| Harbor Capital Advisors, Inc. | 13,263 | $696.6K | 0.20% | +13,263 | New |
| Kraematon Investment Advisors, Inc | 13,611 | $714.9K | 0.83% | −686−4.8% | Reduced |
| Ossiam | 13,738 | $721.5K | 0.01% | +5,409+64.9% | Added |
| AE Wealth Management LLC | 13,769 | $723.2K | 0.00% | +2,324+20.3% | Added |
| Chemistry Wealth Management LLC | 13,877 | $728.8K | 0.25% | −170−1.2% | Reduced |
| Gilbert & Cook, Inc. | 13,935 | $731.9K | 0.13% | +512+3.8% | Added |
| J.W. Cole Advisors, Inc. | 13,977 | $734.1K | 0.05% | +61+0.4% | Added |
| Cetera Investment Advisers | 13,984 | $734.4K | 0.01% | −2,000−12.5% | Reduced |
| First National Bank Sioux Falls | 14,027 | $736.7K | 0.51% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 14,153 | $743.3K | 0.01% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 14,200 | $745.8K | 0.72% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 14,221 | $747.0K | 0.00% | +14,221 | New |
| Mercer Global Advisors Inc | 14,283 | $750.0K | 0.00% | −3,489−19.6% | Reduced |
| State of Alaska, Department of Revenue | 14,412 | $756.0K | 0.01% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 14,593 | $766.4K | 0.05% | +8,969+159.5% | Added |
| Walter & Keenan Financial Consulting Co | 14,626 | $768.2K | 0.29% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 14,684 | $771.2K | 0.01% | +2,753+23.1% | Added |
| Keybank National Association | 14,715 | $772.8K | 0.00% | −386−2.6% | Reduced |
| Squarepoint Ops LLC | 14,856 | $780.2K | 0.01% | −61,447−80.5% | Reduced |
| Boulder Hill Capital Management LP | 15,000 | $787.8K | 0.63% | +15,000 | New |
| Toroso Investments, LLC | 15,358 | $807.0K | 0.03% | +956+6.6% | Added |
| Lansing Street Advisors | 15,438 | $810.8K | 0.51% | +42+0.3% | Added |
| Curated Wealth Partners LLC | 15,453 | $811.6K | 0.18% | −1,065−6.4% | Reduced |
| Independent Advisor Alliance | 15,530 | $815.6K | 0.04% | +216+1.4% | Added |
| River & Mercantile Asset Management LLP | 15,661 | $822.0K | 0.17% | +4,220+36.9% | Added |
| Epoch Investment Partners, Inc. | 15,869 | $833.4K | 0.00% | −1,062,051−98.5% | Reduced |
| Essex Financial Services, Inc. | 15,998 | $840.2K | 0.09% | −122−0.8% | Reduced |
| Raymond James Trust N.A. | 16,363 | $859.0K | 0.03% | −916−5.3% | Reduced |
| IHT Wealth Management, LLC | 16,605 | $872.1K | 0.05% | 00.0% | Unchanged |
| Heron Bay Capital Management | 16,612 | $872.5K | 0.34% | +2,645+18.9% | Added |
| Belpointe Asset Management LLC | 16,778 | $881.2K | 0.05% | +4,256+34.0% | Added |
| Level Four Advisory Services, LLC | 16,784 | $881.5K | 0.06% | −7,015−29.5% | Reduced |
| Baird Financial Group, Inc. | 16,937 | $889.5K | 0.00% | +4,755+39.0% | Added |
| TownSquare Capital, LLC | 17,061 | $896.0K | 0.02% | −1,621−8.7% | Reduced |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 17,467 | $896.9K | 0.88% | −9,975−36.3% | Reduced |
| Franklin Street Advisors Inc | 17,375 | $913.0K | 0.08% | 00.0% | Unchanged |
| Next Capital Management LLC | 17,483 | $918.2K | 0.44% | 00.0% | Unchanged |
| Roundview Capital LLC | 17,837 | $936.8K | 0.10% | −61−0.3% | Reduced |
| Professional Financial Advisors, LLC | 16,117 | $942.3K | 0.56% | +16,117 | New |
| Ar Asset Management Inc | 18,000 | $945.0K | 0.25% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 18,050 | $948.0K | 0.02% | −1,257−6.5% | Reduced |
| Southeast Asset Advisors Inc. | 18,201 | $955.9K | 0.14% | +1,034+6.0% | Added |
| CIBC World Markets Inc. | 18,662 | $980.0K | 0.00% | −4,615−19.8% | Reduced |
| Seven Post Investment Office LP | 18,700 | $982.1K | 0.35% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 19,160 | $983.9K | 0.08% | +19,160 | New |
| Gsa Capital Partners LLP | 18,749 | $985.0K | 0.10% | +12,230+187.6% | Added |
| Baader Bank INC | 18,879 | $991.5K | 0.07% | +18,879 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 19,166 | $1.01M | 0.03% | −6,675−25.8% | Reduced |
| MML Investors Services, LLC | 19,634 | $1.03M | 0.01% | −7,340−27.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 19,986 | $1.05M | 0.02% | +19,986 | New |
| Prudential PLC | 20,221 | $1.06M | 0.01% | −2,623−11.5% | Reduced |
| Xponance, Inc. | 20,266 | $1.06M | 0.02% | +157+0.8% | Added |
| IFP Advisors, Inc | 41,769 | $1.08M | 0.05% | −242−0.6% | Reduced |