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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 59,670 | $3.13M | 0.00% | −48,972−45.1% | Reduced |
| Kayne Anderson Capital Advisors LP | 59,750 | $3.14M | 0.09% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 60,500 | $3.18M | 0.84% | −500−0.8% | Reduced |
| Nissay Asset Management Corp | 61,269 | $3.22M | 0.03% | −2,024−3.2% | Reduced |
| Bleakley Financial Group, LLC | 61,504 | $3.23M | 0.11% | −11,015−15.2% | Reduced |
| Sawtooth Solutions, LLC | 61,878 | $3.25M | 0.09% | +53,054+601.2% | Added |
| Teacher Retirement System of Texas | 62,254 | $3.27M | 0.02% | +352+0.6% | Added |
| Candriam Luxembourg S.C.A. | 68,149 | $3.29M | 0.02% | +38,779+132.0% | Added |
| Intech Investment Management LLC | 62,895 | $3.30M | 0.03% | +1,345+2.2% | Added |
| Coastal Bridge Advisors, LLC | 64,015 | $3.36M | 0.85% | −812−1.3% | Reduced |
| Karani Asset Management LLC | 66,046 | $3.47M | 3.67% | −34−0.1% | Reduced |
| Janney Montgomery Scott LLC | 66,547 | $3.50M | 0.01% | +18,494+38.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 68,442 | $3.59M | 0.01% | −1,118−1.6% | Reduced |
| Public Sector Pension Investment Board | 68,741 | $3.61M | 0.03% | +8,742+14.6% | Added |
| Russell Investments Group, Ltd. | 69,678 | $3.65M | 0.01% | −31,219−30.9% | Reduced |
| Shell Asset Management Co | 70,328 | $3.69M | 0.15% | +70,328 | New |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 73,418 | $3.77M | 0.86% | +73,418 | New |
| Beck Mack & Oliver LLC | 72,167 | $3.79M | 0.11% | −11,530−13.8% | Reduced |
| Allianz Asset Management GmbH | 72,384 | $3.80M | 0.01% | −279−0.4% | Reduced |
| Daiwa Securities Group Inc. | 73,051 | $3.84M | 0.03% | +10,865+17.5% | Added |
| Voya Investment Management LLC | 73,060 | $3.84M | 0.00% | −892−1.2% | Reduced |
| Gulf International Bank (UK) Ltd | 73,343 | $3.85M | 0.08% | −19,916−21.4% | Reduced |
| Global Endowment Management, LP | 74,017 | $3.89M | 0.41% | −5,319−6.7% | Reduced |
| Menlo Advisors LLC | 77,600 | $4.08M | 2.80% | −955−1.2% | Reduced |
| Sterling Investment Advisors, Ltd. | 79,074 | $4.15M | 1.40% | +230+0.3% | Added |
| Janus Henderson Group PLC | 79,380 | $4.17M | 0.00% | −1,064−1.3% | Reduced |
| Alberta Investment Management Corp | 80,200 | $4.21M | 0.04% | +80,200 | New |
| Beach Investment Counsel Inc | 80,500 | $4.23M | 0.56% | 00.0% | Unchanged |
| Financial Counselors Inc | 81,044 | $4.26M | 0.09% | −106−0.1% | Reduced |
| Triangle Securities Wealth Management | 82,459 | $4.33M | 1.55% | −499−0.6% | Reduced |
| American Century Companies Inc | 84,229 | $4.41M | 0.00% | +5,737+7.3% | Added |
| Truist Financial Corp | 84,030 | $4.41M | 0.01% | −13,899−14.2% | Reduced |
| Old Well Partners, LLC | 84,923 | $4.46M | 3.53% | −2,000−2.3% | Reduced |
| KBC Group NV | 85,219 | $4.48M | 0.02% | +52,892+163.6% | Added |
| Rational Advisors LLC | 88,800 | $4.66M | 0.38% | −1,200−1.3% | Reduced |
| Accuvest Global Advisors | 89,010 | $4.67M | 2.11% | −91,410−50.7% | Reduced |
| Brinker Capital Investments, LLC | 91,543 | $4.81M | 0.06% | −579−0.6% | Reduced |
| Orion Portfolio Solutions, LLC | 91,543 | $4.81M | 0.06% | +91,543 | New |
| Texas Yale Capital Corp. | 91,596 | $4.81M | 0.24% | +140+0.2% | Added |
| Handelsbanken Fonder AB | 91,883 | $4.83M | 0.03% | +4,873+5.6% | Added |
| Public Employees Retirement Association of Colorado | 93,309 | $4.90M | 0.03% | −7,161−7.1% | Reduced |
| Commonwealth Equity Services, LLC | 94,850 | $4.98M | 0.01% | +3,936+4.3% | Added |
| HighTower Advisors, LLC | 95,096 | $5.00M | 0.01% | −2,497−2.6% | Reduced |
| Point72 Europe (London) LLP | 95,900 | $5.04M | 1.51% | −29,800−23.7% | Reduced |
| IFM Investors Pty Ltd | 100,887 | $5.30M | 0.08% | +2,963+3.0% | Added |
| EverSource Wealth Advisors, LLC | 101,558 | $5.33M | 0.66% | +990+1.0% | Added |
| Utah Retirement Systems | 101,800 | $5.35M | 0.08% | +400+0.4% | Added |
| Forsta Ap-Fonden | 102,200 | $5.37M | 0.06% | −20,100−16.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 105,421 | $5.54M | 0.06% | +2,644+2.6% | Added |
| Chickasaw Capital Management LLC | 109,658 | $5.76M | 0.31% | −3,075−2.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 110,305 | $5.79M | 0.03% | −4,999−4.3% | Reduced |
| Lountzis Asset Management, LLC | 110,521 | $5.80M | 3.44% | +1,417+1.3% | Added |
| Twinbeech Capital LP | 111,105 | $5.84M | 0.12% | −744,526−87.0% | Reduced |
| CIBC Private Wealth Group, LLC | 38,033 | $5.85M | 0.02% | +8,122+27.2% | Added |
| Mirador Capital Partners LP | 114,363 | $6.01M | 1.42% | −213−0.2% | Reduced |
| Covey Capital Advisors, LLC | 118,590 | $6.23M | 9.93% | −18,965−13.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 119,945 | $6.30M | 0.12% | +18,614+18.4% | Added |
| Advisor Group Holdings, Inc. | 120,648 | $6.33M | 0.01% | −4,876−3.9% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 136,928 | $6.36M | 1.59% | 00.0% | Unchanged |
| Equitable Trust Co | 121,539 | $6.38M | 0.50% | −8,079−6.2% | Reduced |
| Kettle Hill Capital Management, LLC | 121,826 | $6.40M | 1.47% | +121,826 | New |
| Perennial Advisors, LLC | 122,600 | $6.44M | 1.84% | −1,813−1.5% | Reduced |
| Buffington Mohr McNeal | 124,171 | $6.52M | 1.49% | −129−0.1% | Reduced |
| Stephens Inc | 124,721 | $6.55M | 0.13% | −680−0.5% | Reduced |
| GoodHaven Capital Management, LLC | 126,340 | $6.64M | 4.27% | +65+0.1% | Added |
| SOL Capital Management CO | 131,355 | $6.90M | 1.13% | +2,225+1.7% | Added |
| PenderFund Capital Management Ltd. | 98,620 | $7.00M | 2.20% | −26,670−21.3% | Reduced |
| Alta Fox Capital Management, LLC | 133,460 | $7.01M | 6.62% | −131,823−49.7% | Reduced |
| Jennison Associates LLC | 134,456 | $7.06M | 0.01% | −6,332,608−97.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 134,590 | $7.07M | 0.03% | +7,344+5.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 135,313 | $7.11M | 0.10% | +3,200+2.4% | Added |
| Brookfield Asset Management Inc. | 135,712 | $7.13M | 0.03% | +45,176+49.9% | Added |
| Palisade Capital Management LLC | 136,598 | $7.17M | 0.19% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 136,950 | $7.19M | 0.46% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 137,428 | $7.22M | 0.55% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 138,194 | $7.26M | 0.11% | +1,374+1.0% | Added |
| USS Investment Management Ltd | 138,842 | $7.29M | 0.10% | −4,240−3.0% | Reduced |
| First Republic Investment Management, Inc. | 139,210 | $7.31M | 0.02% | +9,293+7.2% | Added |
| Nomura Asset Management Co Ltd | 139,809 | $7.34M | 0.04% | +6,144+4.6% | Added |
| Hantz Financial Services, Inc. | 143,091 | $7.51M | 0.20% | +10,000+7.5% | Added |
| Private Wealth Partners, LLC | 143,936 | $7.56M | 0.75% | +1,935+1.4% | Added |
| Toronto Dominion Bank | 150,497 | $7.90M | 0.01% | −16,443−9.8% | Reduced |
| Rovida Advisors Inc. | 151,327 | $7.95M | 3.10% | +42,005+38.4% | Added |
| Arizona State Retirement System | 152,828 | $8.03M | 0.07% | +546+0.4% | Added |
| Prudential Financial Inc | 175,909 | $8.22M | 0.01% | +85,714+95.0% | Added |
| Coronation Fund Managers Ltd. | 160,419 | $8.43M | 0.22% | +160,419 | New |
| North Star Investment Management Corp. | 163,542 | $8.59M | 0.71% | −25,149−13.3% | Reduced |
| Jackson Square Partners, LLC | 171,668 | $9.02M | 0.24% | −77,284−31.0% | Reduced |
| Levin Capital Strategies, L.P. | 172,516 | $9.06M | 1.14% | +226+0.1% | Added |
| SeaTown Holdings Pte. Ltd. | 177,900 | $9.34M | 1.27% | +115,400+184.6% | Added |
| Gateway Investment Advisers LLC | 179,598 | $9.43M | 0.12% | +87,671+95.4% | Added |
| BNP Paribas Arbitrage, SA | 182,850 | $9.60M | 0.02% | +19,492+11.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 193,234 | $10.1M | 0.02% | +16,213+9.2% | Added |
| Newport Capital Group, LLC | 220,167 | $10.2M | 11.75% | +220,167 | New |
| The PNC Financial Services Group, Inc. | 195,428 | $10.3M | 0.01% | −7,035−3.5% | Reduced |
| Pictet Asset Management SA | 195,887 | $10.3M | 0.01% | +5,081+2.7% | Added |
| Adirondack Retirement Specialists, Inc. | 204,780 | $10.4M | 8.70% | −15,387−7.0% | Reduced |
| Caldwell Investment Management Ltd. | 200,000 | $10.5M | 10.41% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 201,872 | $10.6M | 0.68% | +31,310+18.4% | Added |
| Susquehanna International Group, LLP | 202,351 | $10.6M | 0.02% | −73,459−26.6% | Reduced |