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 |
|---|---|---|---|---|---|
| US Bancorp | 32,989 | $1.73M | 0.00% | −2,774−7.8% | Reduced |
| TD Waterhouse Canada Inc. | 32,529 | $1.71M | 0.02% | −299−0.9% | Reduced |
| Mackenzie Financial Corp | 32,347 | $1.70M | 0.00% | −6,939−17.7% | Reduced |
| HBK Sorce Advisory LLC | 31,744 | $1.67M | 0.08% | +31,744 | New |
| CM Wealth Advisors LLC | 32,828 | $1.65M | 0.32% | +32,828 | New |
| Caption Management, LLC | 30,846 | $1.62M | 0.35% | +30,846 | New |
| Vestcor Inc | 30,597 | $1.61M | 0.06% | +17,339+130.8% | Added |
| KCM Investment Advisors LLC | 30,421 | $1.60M | 0.06% | +25,307+494.9% | Added |
| Greenline Partners, LLC | 30,411 | $1.60M | 0.30% | +2,789+10.1% | Added |
| Barr E S & Co | 30,375 | $1.60M | 0.13% | 00.0% | Unchanged |
| Campbell Capital Management Inc | 30,000 | $1.58M | 1.21% | +30,000 | New |
| Dai-Ichi Life Insurance Company, Ltd | 29,975 | $1.57M | 0.03% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 29,895 | $1.57M | 0.18% | +4,278+16.7% | Added |
| FORA Capital, LLC | 29,245 | $1.54M | 0.15% | +10,326+54.6% | Added |
| Pinnacle Associates Ltd | 28,737 | $1.51M | 0.03% | +1,528+5.6% | Added |
| InterOcean Capital Group, LLC | 28,500 | $1.50M | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 28,482 | $1.50M | 0.00% | +472+1.7% | Added |
| Gotham Asset Management, LLC | 28,364 | $1.49M | 0.04% | +2,086+7.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 28,005 | $1.47M | 0.00% | +3,612+14.8% | Added |
| EP Wealth Advisors, LLC | 37,784 | $1.46M | 0.03% | +37,784 | New |
| Byrne Asset Management LLC | 27,181 | $1.43M | 1.02% | +480+1.8% | Added |
| Steward Partners Investment Advisory, LLC | 27,098 | $1.42M | 0.02% | −381−1.4% | Reduced |
| Creative Planning | 26,932 | $1.41M | 0.00% | −2,666−9.0% | Reduced |
| Aaron Wealth Advisors | 26,518 | $1.39M | 0.19% | +86+0.3% | Added |
| Chicago Partners Investment Group LLC | 26,308 | $1.38M | 0.08% | +2,126+8.8% | Added |
| M&T Bank Corp | 25,823 | $1.36M | 0.01% | −1,531−5.6% | Reduced |
| Integrated Advisors Network LLC | 25,530 | $1.34M | 0.08% | −876−3.3% | Reduced |
| Capital Analysts, LLC | 25,238 | $1.32M | 0.08% | +14,028+125.1% | Added |
| McKinley Capital Management LLC /Delaware | 24,994 | $1.31M | 0.17% | +102+0.4% | Added |
| Engineers Gate Manager LP | 24,903 | $1.31M | 0.05% | −96,108−79.4% | Reduced |
| Bray Capital Advisors | 24,650 | $1.29M | 0.38% | −315−1.3% | Reduced |
| CenterBook Partners LP | 24,021 | $1.26M | 0.18% | −1,585−6.2% | Reduced |
| Checchi Capital Advisers, LLC | 23,238 | $1.22M | 0.12% | +23,238 | New |
| Riverpark Capital Management LLC | 22,656 | $1.19M | 2.39% | −3,734−14.1% | Reduced |
| Oxford Financial Group Ltd | 22,515 | $1.18M | 0.13% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 22,232 | $1.17M | 0.00% | −4,757−17.6% | Reduced |
| APG Asset Management N.V. | 24,026 | $1.16M | 0.00% | −536,661−95.7% | Reduced |
| FineMark National Bank & Trust | 22,114 | $1.16M | 0.05% | +240+1.1% | Added |
| Cross Staff Investments Inc | 22,026 | $1.16M | 1.14% | −2,283−9.4% | Reduced |
| Ameritas Advisory Services, LLC | 21,898 | $1.15M | 0.06% | −1,557−6.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 21,266 | $1.12M | 0.13% | +21,266 | New |
| Lee Danner & Bass Inc | 21,200 | $1.11M | 0.10% | −500−2.3% | Reduced |
| IFP Advisors, Inc | 41,769 | $1.08M | 0.05% | −242−0.6% | Reduced |
| Xponance, Inc. | 20,266 | $1.06M | 0.02% | +157+0.8% | Added |
| Prudential PLC | 20,221 | $1.06M | 0.01% | −2,623−11.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 19,986 | $1.05M | 0.02% | +19,986 | New |
| MML Investors Services, LLC | 19,634 | $1.03M | 0.01% | −7,340−27.2% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 19,166 | $1.01M | 0.03% | −6,675−25.8% | Reduced |
| Baader Bank INC | 18,879 | $991.5K | 0.07% | +18,879 | New |
| Gsa Capital Partners LLP | 18,749 | $985.0K | 0.10% | +12,230+187.6% | Added |
| Vinva Investment Management Ltd | 19,160 | $983.9K | 0.08% | +19,160 | New |
| Seven Post Investment Office LP | 18,700 | $982.1K | 0.35% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 18,662 | $980.0K | 0.00% | −4,615−19.8% | Reduced |
| Southeast Asset Advisors Inc. | 18,201 | $955.9K | 0.14% | +1,034+6.0% | Added |
| La Banque Postale Asset Management SA | 18,050 | $948.0K | 0.02% | −1,257−6.5% | Reduced |
| Ar Asset Management Inc | 18,000 | $945.0K | 0.25% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 16,117 | $942.3K | 0.56% | +16,117 | New |
| Roundview Capital LLC | 17,837 | $936.8K | 0.10% | −61−0.3% | Reduced |
| Next Capital Management LLC | 17,483 | $918.2K | 0.44% | 00.0% | Unchanged |
| Franklin Street Advisors Inc | 17,375 | $913.0K | 0.08% | 00.0% | Unchanged |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 17,467 | $896.9K | 0.88% | −9,975−36.3% | Reduced |
| TownSquare Capital, LLC | 17,061 | $896.0K | 0.02% | −1,621−8.7% | Reduced |
| Baird Financial Group, Inc. | 16,937 | $889.5K | 0.00% | +4,755+39.0% | Added |
| Level Four Advisory Services, LLC | 16,784 | $881.5K | 0.06% | −7,015−29.5% | Reduced |
| Belpointe Asset Management LLC | 16,778 | $881.2K | 0.05% | +4,256+34.0% | Added |
| Heron Bay Capital Management | 16,612 | $872.5K | 0.34% | +2,645+18.9% | Added |
| IHT Wealth Management, LLC | 16,605 | $872.1K | 0.05% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 16,363 | $859.0K | 0.03% | −916−5.3% | Reduced |
| Essex Financial Services, Inc. | 15,998 | $840.2K | 0.09% | −122−0.8% | Reduced |
| Epoch Investment Partners, Inc. | 15,869 | $833.4K | 0.00% | −1,062,051−98.5% | Reduced |
| River & Mercantile Asset Management LLP | 15,661 | $822.0K | 0.17% | +4,220+36.9% | Added |
| Independent Advisor Alliance | 15,530 | $815.6K | 0.04% | +216+1.4% | Added |
| Curated Wealth Partners LLC | 15,453 | $811.6K | 0.18% | −1,065−6.4% | Reduced |
| Lansing Street Advisors | 15,438 | $810.8K | 0.51% | +42+0.3% | Added |
| Toroso Investments, LLC | 15,358 | $807.0K | 0.03% | +956+6.6% | Added |
| Boulder Hill Capital Management LP | 15,000 | $787.8K | 0.63% | +15,000 | New |
| Squarepoint Ops LLC | 14,856 | $780.2K | 0.01% | −61,447−80.5% | Reduced |
| Keybank National Association | 14,715 | $772.8K | 0.00% | −386−2.6% | Reduced |
| Boston Private Wealth LLC | 14,684 | $771.2K | 0.01% | +2,753+23.1% | Added |
| Walter & Keenan Financial Consulting Co | 14,626 | $768.2K | 0.29% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 14,593 | $766.4K | 0.05% | +8,969+159.5% | Added |
| State of Alaska, Department of Revenue | 14,412 | $756.0K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 14,283 | $750.0K | 0.00% | −3,489−19.6% | Reduced |
| Thrivent Financial for Lutherans | 14,221 | $747.0K | 0.00% | +14,221 | New |
| Basso Capital Management, L.P. | 14,200 | $745.8K | 0.72% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 14,153 | $743.3K | 0.01% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 14,027 | $736.7K | 0.51% | 00.0% | Unchanged |
| Cetera Investment Advisers | 13,984 | $734.4K | 0.01% | −2,000−12.5% | Reduced |
| J.W. Cole Advisors, Inc. | 13,977 | $734.1K | 0.05% | +61+0.4% | Added |
| Gilbert & Cook, Inc. | 13,935 | $731.9K | 0.13% | +512+3.8% | Added |
| Chemistry Wealth Management LLC | 13,877 | $728.8K | 0.25% | −170−1.2% | Reduced |
| AE Wealth Management LLC | 13,769 | $723.2K | 0.00% | +2,324+20.3% | Added |
| Ossiam | 13,738 | $721.5K | 0.01% | +5,409+64.9% | Added |
| Kraematon Investment Advisors, Inc | 13,611 | $714.9K | 0.83% | −686−4.8% | Reduced |
| Harbor Capital Advisors, Inc. | 13,263 | $696.6K | 0.20% | +13,263 | New |
| CFM Wealth Partners LLC | 13,253 | $696.0K | 0.19% | −948−6.7% | Reduced |
| Snowden Capital Advisors LLC | 13,100 | $688.0K | 0.03% | +1,163+9.7% | Added |
| Commerce Bank | 12,801 | $672.3K | 0.01% | +336+2.7% | Added |
| Guardian Investment Management | 13,750 | $671.7K | 0.52% | +250+1.9% | Added |
| Jane Street Group, LLC | 12,787 | $671.6K | 0.00% | −15,321−54.5% | Reduced |