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 |
|---|---|---|---|---|---|
| Commonwealth Equity Services, LLC | 94,850 | $4.98M | 0.01% | +3,936+4.3% | Added |
| Public Employees Retirement Association of Colorado | 93,309 | $4.90M | 0.03% | −7,161−7.1% | Reduced |
| Handelsbanken Fonder AB | 91,883 | $4.83M | 0.03% | +4,873+5.6% | Added |
| Texas Yale Capital Corp. | 91,596 | $4.81M | 0.24% | +140+0.2% | Added |
| 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 |
| Accuvest Global Advisors | 89,010 | $4.67M | 2.11% | −91,410−50.7% | Reduced |
| Rational Advisors LLC | 88,800 | $4.66M | 0.38% | −1,200−1.3% | Reduced |
| KBC Group NV | 85,219 | $4.48M | 0.02% | +52,892+163.6% | Added |
| Old Well Partners, LLC | 84,923 | $4.46M | 3.53% | −2,000−2.3% | Reduced |
| Truist Financial Corp | 84,030 | $4.41M | 0.01% | −13,899−14.2% | Reduced |
| American Century Companies Inc | 84,229 | $4.41M | 0.00% | +5,737+7.3% | Added |
| Triangle Securities Wealth Management | 82,459 | $4.33M | 1.55% | −499−0.6% | Reduced |
| Financial Counselors Inc | 81,044 | $4.26M | 0.09% | −106−0.1% | Reduced |
| Beach Investment Counsel Inc | 80,500 | $4.23M | 0.56% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 80,200 | $4.21M | 0.04% | +80,200 | New |
| Janus Henderson Group PLC | 79,380 | $4.17M | 0.00% | −1,064−1.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 79,074 | $4.15M | 1.40% | +230+0.3% | Added |
| Menlo Advisors LLC | 77,600 | $4.08M | 2.80% | −955−1.2% | Reduced |
| Global Endowment Management, LP | 74,017 | $3.89M | 0.41% | −5,319−6.7% | Reduced |
| Gulf International Bank (UK) Ltd | 73,343 | $3.85M | 0.08% | −19,916−21.4% | Reduced |
| Voya Investment Management LLC | 73,060 | $3.84M | 0.00% | −892−1.2% | Reduced |
| Daiwa Securities Group Inc. | 73,051 | $3.84M | 0.03% | +10,865+17.5% | Added |
| Allianz Asset Management GmbH | 72,384 | $3.80M | 0.01% | −279−0.4% | Reduced |
| Beck Mack & Oliver LLC | 72,167 | $3.79M | 0.11% | −11,530−13.8% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 73,418 | $3.77M | 0.86% | +73,418 | New |
| Shell Asset Management Co | 70,328 | $3.69M | 0.15% | +70,328 | New |
| Russell Investments Group, Ltd. | 69,678 | $3.65M | 0.01% | −31,219−30.9% | Reduced |
| Public Sector Pension Investment Board | 68,741 | $3.61M | 0.03% | +8,742+14.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 68,442 | $3.59M | 0.01% | −1,118−1.6% | Reduced |
| Janney Montgomery Scott LLC | 66,547 | $3.50M | 0.01% | +18,494+38.5% | Added |
| Karani Asset Management LLC | 66,046 | $3.47M | 3.67% | −34−0.1% | Reduced |
| Coastal Bridge Advisors, LLC | 64,015 | $3.36M | 0.85% | −812−1.3% | Reduced |
| Intech Investment Management LLC | 62,895 | $3.30M | 0.03% | +1,345+2.2% | Added |
| Candriam Luxembourg S.C.A. | 68,149 | $3.29M | 0.02% | +38,779+132.0% | Added |
| Teacher Retirement System of Texas | 62,254 | $3.27M | 0.02% | +352+0.6% | Added |
| Sawtooth Solutions, LLC | 61,878 | $3.25M | 0.09% | +53,054+601.2% | Added |
| Bleakley Financial Group, LLC | 61,504 | $3.23M | 0.11% | −11,015−15.2% | Reduced |
| Nissay Asset Management Corp | 61,269 | $3.22M | 0.03% | −2,024−3.2% | Reduced |
| Teton Advisors, Inc. | 60,500 | $3.18M | 0.84% | −500−0.8% | Reduced |
| Kayne Anderson Capital Advisors LP | 59,750 | $3.14M | 0.09% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 59,670 | $3.13M | 0.00% | −48,972−45.1% | Reduced |
| Osborne Partners Capital Management, LLC | 59,570 | $3.13M | 0.23% | +59,570 | New |
| Tredje AP-fonden | 59,418 | $3.12M | 0.05% | 00.0% | Unchanged |
| Close Asset Management Ltd | 59,184 | $3.11M | 0.15% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 59,067 | $3.10M | 0.03% | +42,347+253.3% | Added |
| Strategic Blueprint, LLC | 58,623 | $3.08M | 0.32% | +24,986+74.3% | Added |
| Pinnbrook Capital Management LP | 58,277 | $3.06M | 1.79% | +58,277 | New |
| Amalgamated Bank | 57,645 | $3.03M | 0.03% | −36−0.1% | Reduced |
| Alps Advisors Inc | 57,600 | $3.03M | 0.03% | −1,700−2.9% | Reduced |
| Assetmark, Inc | 56,442 | $2.96M | 0.01% | +8,168+16.9% | Added |
| Sierra Capital LLC | 55,848 | $2.93M | 0.48% | +60+0.1% | Added |
| Grand Jean Capital Management Inc | 54,862 | $2.88M | 1.11% | +2,422+4.6% | Added |
| Proficio Capital Partners LLC | 54,415 | $2.86M | 0.45% | +151+0.3% | Added |
| ArrowMark Colorado Holdings LLC | 54,400 | $2.86M | 0.03% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 52,188 | $2.74M | 0.90% | −2,249−4.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 51,726 | $2.72M | 0.05% | −47,371−47.8% | Reduced |
| Pearl River Capital, LLC | 51,000 | $2.68M | 0.43% | +29,923+142.0% | Added |
| Cowen Prime Advisors LLC | 50,150 | $2.66M | 1.07% | 00.0% | Unchanged |
| Chai Trust Co LLC | 50,000 | $2.63M | 0.35% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 49,836 | $2.62M | 0.03% | +286+0.6% | Added |
| Cacti Asset Management LLC | 49,130 | $2.58M | 0.24% | 00.0% | Unchanged |
| Ally Financial Inc. | 49,000 | $2.57M | 0.38% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 48,548 | $2.55M | 0.62% | −2,200−4.3% | Reduced |
| Westpac Banking Corp | 47,846 | $2.51M | 0.03% | 00.0% | Unchanged |
| Franklin Resources Inc | 47,787 | $2.51M | 0.00% | −997−2.0% | Reduced |
| National Bank of Canada | 47,548 | $2.50M | 0.01% | −283−0.6% | Reduced |
| Pinnacle Financial Partners Inc | 45,173 | $2.37M | 0.06% | +1,290+2.9% | Added |
| Captrust Financial Advisors | 45,155 | $2.37M | 0.01% | −1,114−2.4% | Reduced |
| Staley Capital Advisers Inc | 45,100 | $2.37M | 0.13% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 44,987 | $2.36M | 0.00% | −53,540−54.3% | Reduced |
| Maryland State Retirement & Pension System | 44,974 | $2.36M | 0.05% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 44,693 | $2.35M | 0.07% | +1,428+3.3% | Added |
| Schroder Investment Management Group | 44,567 | $2.34M | 0.00% | −11,615−20.7% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 44,909 | $2.33M | 0.15% | −1,804−3.9% | Reduced |
| Sendero Wealth Management, LLC | 44,245 | $2.32M | 0.71% | +16,603+60.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 43,327 | $2.28M | 0.01% | +1,764+4.2% | Added |
| O'Rourke & Company, Inc | 43,171 | $2.27M | 1.73% | −1,093−2.5% | Reduced |
| Northwest & Ethical Investments L.P. | 42,142 | $2.21M | 0.07% | −7,372−14.9% | Reduced |
| Okabena Investment Services Inc | 40,592 | $2.13M | 1.52% | −3,569−8.1% | Reduced |
| Rothschild Investment Corp | 40,067 | $2.10M | 0.18% | +305+0.8% | Added |
| Rock Creek Group, LP | 40,000 | $2.10M | 0.27% | −10,000−20.0% | Reduced |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 40,000 | $2.10M | 0.12% | 00.0% | Unchanged |
| Connable Office Inc | 39,888 | $2.09M | 0.30% | −397−1.0% | Reduced |
| Kestra Advisory Services, LLC | 39,214 | $2.06M | 0.02% | −2,601−6.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 39,099 | $2.05M | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 37,167 | $1.95M | 0.04% | −30−0.1% | Reduced |
| Guardian Wealth Management, Inc. | 36,967 | $1.94M | 1.87% | +3,802+11.5% | Added |
| Cetera Advisor Networks LLC | 36,771 | $1.93M | 0.01% | −1,003−2.7% | Reduced |
| Avitas Wealth Management LLC | 35,741 | $1.88M | 0.37% | −131−0.4% | Reduced |
| Private Advisor Group, LLC | 35,602 | $1.87M | 0.02% | −2,508−6.6% | Reduced |
| RiverPark Advisors, LLC | 35,423 | $1.86M | 1.24% | −8,469−19.3% | Reduced |
| Crestline Management, LP | 35,000 | $1.84M | 0.22% | +35,000 | New |
| Ingalls & Snyder LLC | 34,535 | $1.81M | 0.09% | −300−0.9% | Reduced |
| Nordea Investment Management AB | 34,956 | $1.81M | 0.00% | −1,168−3.2% | Reduced |
| Wesbanco Bank Inc | 33,977 | $1.78M | 0.08% | −2,379−6.5% | Reduced |
| Andra AP-fonden | 33,800 | $1.78M | 0.05% | −23,500−41.0% | Reduced |
| Royce & Associates LP | 33,646 | $1.77M | 0.02% | +2,788+9.0% | Added |
| Vetamer Capital Management, L.P. | 33,424 | $1.76M | 2.42% | +33,424 | New |
| Larson Financial Group LLC | 33,288 | $1.75M | 0.19% | +528+1.6% | Added |