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 |
|---|---|---|---|---|---|
| Lee Danner & Bass Inc | 21,200 | $1.11M | 0.10% | −500−2.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 21,266 | $1.12M | 0.13% | +21,266 | New |
| Ameritas Advisory Services, LLC | 21,898 | $1.15M | 0.06% | −1,557−6.6% | Reduced |
| Cross Staff Investments Inc | 22,026 | $1.16M | 1.14% | −2,283−9.4% | Reduced |
| FineMark National Bank & Trust | 22,114 | $1.16M | 0.05% | +240+1.1% | Added |
| APG Asset Management N.V. | 24,026 | $1.16M | 0.00% | −536,661−95.7% | Reduced |
| CIBC Asset Management Inc | 22,232 | $1.17M | 0.00% | −4,757−17.6% | Reduced |
| Oxford Financial Group Ltd | 22,515 | $1.18M | 0.13% | 00.0% | Unchanged |
| Riverpark Capital Management LLC | 22,656 | $1.19M | 2.39% | −3,734−14.1% | Reduced |
| Checchi Capital Advisers, LLC | 23,238 | $1.22M | 0.12% | +23,238 | New |
| CenterBook Partners LP | 24,021 | $1.26M | 0.18% | −1,585−6.2% | Reduced |
| Bray Capital Advisors | 24,650 | $1.29M | 0.38% | −315−1.3% | Reduced |
| Engineers Gate Manager LP | 24,903 | $1.31M | 0.05% | −96,108−79.4% | Reduced |
| McKinley Capital Management LLC /Delaware | 24,994 | $1.31M | 0.17% | +102+0.4% | Added |
| Capital Analysts, LLC | 25,238 | $1.32M | 0.08% | +14,028+125.1% | Added |
| Integrated Advisors Network LLC | 25,530 | $1.34M | 0.08% | −876−3.3% | Reduced |
| M&T Bank Corp | 25,823 | $1.36M | 0.01% | −1,531−5.6% | Reduced |
| Chicago Partners Investment Group LLC | 26,308 | $1.38M | 0.08% | +2,126+8.8% | Added |
| Aaron Wealth Advisors | 26,518 | $1.39M | 0.19% | +86+0.3% | Added |
| Creative Planning | 26,932 | $1.41M | 0.00% | −2,666−9.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 27,098 | $1.42M | 0.02% | −381−1.4% | Reduced |
| Byrne Asset Management LLC | 27,181 | $1.43M | 1.02% | +480+1.8% | Added |
| EP Wealth Advisors, LLC | 37,784 | $1.46M | 0.03% | +37,784 | New |
| Mirae Asset Global Investments Co., Ltd. | 28,005 | $1.47M | 0.00% | +3,612+14.8% | Added |
| Gotham Asset Management, LLC | 28,364 | $1.49M | 0.04% | +2,086+7.9% | Added |
| Northwestern Mutual Wealth Management Co | 28,482 | $1.50M | 0.00% | +472+1.7% | Added |
| InterOcean Capital Group, LLC | 28,500 | $1.50M | 0.05% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 28,737 | $1.51M | 0.03% | +1,528+5.6% | Added |
| FORA Capital, LLC | 29,245 | $1.54M | 0.15% | +10,326+54.6% | Added |
| Baker Tilly Wealth Management, LLC | 29,895 | $1.57M | 0.18% | +4,278+16.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 29,975 | $1.57M | 0.03% | 00.0% | Unchanged |
| Campbell Capital Management Inc | 30,000 | $1.58M | 1.21% | +30,000 | New |
| Barr E S & Co | 30,375 | $1.60M | 0.13% | 00.0% | Unchanged |
| Greenline Partners, LLC | 30,411 | $1.60M | 0.30% | +2,789+10.1% | Added |
| KCM Investment Advisors LLC | 30,421 | $1.60M | 0.06% | +25,307+494.9% | Added |
| Vestcor Inc | 30,597 | $1.61M | 0.06% | +17,339+130.8% | Added |
| Caption Management, LLC | 30,846 | $1.62M | 0.35% | +30,846 | New |
| CM Wealth Advisors LLC | 32,828 | $1.65M | 0.32% | +32,828 | New |
| HBK Sorce Advisory LLC | 31,744 | $1.67M | 0.08% | +31,744 | New |
| Mackenzie Financial Corp | 32,347 | $1.70M | 0.00% | −6,939−17.7% | Reduced |
| TD Waterhouse Canada Inc. | 32,529 | $1.71M | 0.02% | −299−0.9% | Reduced |
| US Bancorp | 32,989 | $1.73M | 0.00% | −2,774−7.8% | Reduced |
| Larson Financial Group LLC | 33,288 | $1.75M | 0.19% | +528+1.6% | Added |
| Vetamer Capital Management, L.P. | 33,424 | $1.76M | 2.42% | +33,424 | New |
| Royce & Associates LP | 33,646 | $1.77M | 0.02% | +2,788+9.0% | Added |
| Andra AP-fonden | 33,800 | $1.78M | 0.05% | −23,500−41.0% | Reduced |
| Wesbanco Bank Inc | 33,977 | $1.78M | 0.08% | −2,379−6.5% | Reduced |
| Nordea Investment Management AB | 34,956 | $1.81M | 0.00% | −1,168−3.2% | Reduced |
| Ingalls & Snyder LLC | 34,535 | $1.81M | 0.09% | −300−0.9% | Reduced |
| Crestline Management, LP | 35,000 | $1.84M | 0.22% | +35,000 | New |
| RiverPark Advisors, LLC | 35,423 | $1.86M | 1.24% | −8,469−19.3% | Reduced |
| Private Advisor Group, LLC | 35,602 | $1.87M | 0.02% | −2,508−6.6% | Reduced |
| Avitas Wealth Management LLC | 35,741 | $1.88M | 0.37% | −131−0.4% | Reduced |
| Cetera Advisor Networks LLC | 36,771 | $1.93M | 0.01% | −1,003−2.7% | Reduced |
| Guardian Wealth Management, Inc. | 36,967 | $1.94M | 1.87% | +3,802+11.5% | Added |
| Cresset Asset Management, LLC | 37,167 | $1.95M | 0.04% | −30−0.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 39,099 | $2.05M | 0.04% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 39,214 | $2.06M | 0.02% | −2,601−6.2% | Reduced |
| Connable Office Inc | 39,888 | $2.09M | 0.30% | −397−1.0% | Reduced |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 40,000 | $2.10M | 0.12% | 00.0% | Unchanged |
| Rock Creek Group, LP | 40,000 | $2.10M | 0.27% | −10,000−20.0% | Reduced |
| Rothschild Investment Corp | 40,067 | $2.10M | 0.18% | +305+0.8% | Added |
| Okabena Investment Services Inc | 40,592 | $2.13M | 1.52% | −3,569−8.1% | Reduced |
| Northwest & Ethical Investments L.P. | 42,142 | $2.21M | 0.07% | −7,372−14.9% | Reduced |
| O'Rourke & Company, Inc | 43,171 | $2.27M | 1.73% | −1,093−2.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 43,327 | $2.28M | 0.01% | +1,764+4.2% | Added |
| Sendero Wealth Management, LLC | 44,245 | $2.32M | 0.71% | +16,603+60.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 44,909 | $2.33M | 0.15% | −1,804−3.9% | Reduced |
| Schroder Investment Management Group | 44,567 | $2.34M | 0.00% | −11,615−20.7% | Reduced |
| Elo Mutual Pension Insurance Co | 44,693 | $2.35M | 0.07% | +1,428+3.3% | Added |
| Maryland State Retirement & Pension System | 44,974 | $2.36M | 0.05% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 44,987 | $2.36M | 0.00% | −53,540−54.3% | Reduced |
| Staley Capital Advisers Inc | 45,100 | $2.37M | 0.13% | 00.0% | Unchanged |
| Captrust Financial Advisors | 45,155 | $2.37M | 0.01% | −1,114−2.4% | Reduced |
| Pinnacle Financial Partners Inc | 45,173 | $2.37M | 0.06% | +1,290+2.9% | Added |
| National Bank of Canada | 47,548 | $2.50M | 0.01% | −283−0.6% | Reduced |
| Franklin Resources Inc | 47,787 | $2.51M | 0.00% | −997−2.0% | Reduced |
| Westpac Banking Corp | 47,846 | $2.51M | 0.03% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 48,548 | $2.55M | 0.62% | −2,200−4.3% | Reduced |
| Ally Financial Inc. | 49,000 | $2.57M | 0.38% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 49,130 | $2.58M | 0.24% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 49,836 | $2.62M | 0.03% | +286+0.6% | Added |
| Chai Trust Co LLC | 50,000 | $2.63M | 0.35% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 50,150 | $2.66M | 1.07% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 51,000 | $2.68M | 0.43% | +29,923+142.0% | Added |
| Kovitz Investment Group Partners, LLC | 51,726 | $2.72M | 0.05% | −47,371−47.8% | Reduced |
| Waterfront Wealth Inc. | 52,188 | $2.74M | 0.90% | −2,249−4.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 54,400 | $2.86M | 0.03% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 54,415 | $2.86M | 0.45% | +151+0.3% | Added |
| Grand Jean Capital Management Inc | 54,862 | $2.88M | 1.11% | +2,422+4.6% | Added |
| Sierra Capital LLC | 55,848 | $2.93M | 0.48% | +60+0.1% | Added |
| Assetmark, Inc | 56,442 | $2.96M | 0.01% | +8,168+16.9% | Added |
| Alps Advisors Inc | 57,600 | $3.03M | 0.03% | −1,700−2.9% | Reduced |
| Amalgamated Bank | 57,645 | $3.03M | 0.03% | −36−0.1% | Reduced |
| Pinnbrook Capital Management LP | 58,277 | $3.06M | 1.79% | +58,277 | New |
| Strategic Blueprint, LLC | 58,623 | $3.08M | 0.32% | +24,986+74.3% | Added |
| D.A. Davidson & Co. | 59,067 | $3.10M | 0.03% | +42,347+253.3% | Added |
| Close Asset Management Ltd | 59,184 | $3.11M | 0.15% | 00.0% | Unchanged |
| Tredje AP-fonden | 59,418 | $3.12M | 0.05% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 59,570 | $3.13M | 0.23% | +59,570 | New |