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 |
|---|---|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | 12,745 | $669.4K | 0.05% | −186−1.4% | Reduced |
| Moody National Bank Trust Division | 12,740 | $669.1K | 0.06% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 12,629 | $663.3K | 0.05% | +1,744+16.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,598 | $657.9K | 0.01% | +12,598 | New |
| ProVise Management Group, LLC | 12,479 | $655.4K | 0.06% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 12,450 | $653.9K | 0.01% | +218+1.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 12,386 | $650.5K | 0.01% | +1,392+12.7% | Added |
| Element Pointe Advisors, LLC | 12,348 | $648.5K | 0.22% | 00.0% | Unchanged |
| Advisor Resource Council | 12,558 | $646.7K | 0.16% | +12,558 | New |
| Fort Pitt Capital Group, LLC | 12,289 | $645.4K | 0.02% | −15−0.1% | Reduced |
| Canandaigua National Bank & Trust Co | 12,283 | $645.0K | 0.11% | +12,283 | New |
| Van Eck Associates Corp | 12,198 | $641.0K | 0.00% | −4,073−25.0% | Reduced |
| CWA Asset Management Group, LLC | 12,196 | $640.5K | 0.05% | −1,487−10.9% | Reduced |
| National Asset Management, Inc. | 12,179 | $639.6K | 0.02% | +40+0.3% | Added |
| Ensign Peak Advisors, Inc | 12,100 | $635.5K | 0.00% | −213,360−94.6% | Reduced |
| Mission Wealth Management, LP | 12,094 | $635.2K | 0.03% | +65+0.5% | Added |
| James J. Burns & Company, LLC | 12,013 | $631.0K | 0.16% | +12,013 | New |
| Wetherby Asset Management Inc | 11,966 | $628.5K | 0.04% | −46−0.4% | Reduced |
| Beacon Pointe Advisors, LLC | 11,858 | $622.8K | 0.01% | +765+6.9% | Added |
| MetLife Investment Management | 11,849 | $622.3K | 0.00% | +25+0.2% | Added |
| Blair William & Co | 11,775 | $618.4K | 0.00% | +144+1.2% | Added |
| First Pacific Advisors, LP | 11,600 | $609.2K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 11,429 | $600.2K | 0.02% | +17+0.1% | Added |
| Vestmark Advisory Solutions, Inc. | 11,376 | $597.5K | 0.03% | +1,362+13.6% | Added |
| Silvant Capital Management LLC | 11,361 | $596.7K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 11,348 | $596.0K | 0.02% | +1,190+11.7% | Added |
| Zhang Financial LLC | 11,318 | $594.4K | 0.07% | −707−5.9% | Reduced |
| Jessup Wealth Management, Inc | 11,227 | $589.6K | 0.35% | +30.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 11,119 | $584.0K | 0.06% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 11,000 | $577.7K | 0.02% | +11,000 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 10,936 | $574.4K | 0.21% | +20.0% | Added |
| Fountainhead AM, LLC | 10,844 | $569.5K | 0.22% | −500−4.4% | Reduced |
| Moors & Cabot, Inc. | 10,729 | $563.5K | 0.04% | +950+9.7% | Added |
| Bradley Foster & Sargent Inc | 10,721 | $563.1K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 10,671 | $560.4K | 0.01% | +95+0.9% | Added |
| Wealthcare Advisory Partners LLC | 10,595 | $556.5K | 0.02% | −269−2.5% | Reduced |
| Western Wealth Management, LLC | 10,582 | $555.8K | 0.05% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 10,500 | $551.5K | 0.14% | +5,343+103.6% | Added |
| Principal Street Partners, LLC | 10,407 | $546.6K | 0.14% | −385−3.6% | Reduced |
| Equitable Holdings, Inc. | 10,344 | $543.3K | 0.01% | +674+7.0% | Added |
| Beaumont Financial Advisors, LLC | 10,220 | $536.8K | 0.05% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 10,176 | $534.4K | 0.00% | −630,007−98.4% | Reduced |
| Clear Harbor Asset Management, LLC | 10,125 | $531.8K | 0.06% | 00.0% | Unchanged |
| MYDA Advisors LLC | 10,000 | $525.2K | 0.22% | −5,000−33.3% | Reduced |
| Intact Investment Management Inc. | 10,000 | $525.2K | 0.02% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 9,920 | $521.0K | 0.01% | +838+9.2% | Added |
| Financial Management Network Inc | 10,009 | $510.6K | 0.21% | +372+3.9% | Added |
| Yorktown Management & Research Co Inc | 9,700 | $509.4K | 0.55% | 00.0% | Unchanged |
| RW Investment Management LLC | 9,700 | $509.4K | 0.14% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 9,650 | $506.8K | 0.00% | +2,181+29.2% | Added |
| Fiduciary Group LLC | 9,558 | $502.0K | 0.07% | 00.0% | Unchanged |
| Virtus Family Office LLC | 9,552 | $501.7K | 0.99% | −413−4.1% | Reduced |
| Mutual Advisors, LLC | 9,551 | $501.6K | 0.02% | +634+7.1% | Added |
| Krilogy Financial LLC | 9,432 | $495.4K | 0.04% | −401−4.1% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 9,330 | $490.0K | 0.15% | +420+4.7% | Added |
| Diversified Trust Co | 9,222 | $484.3K | 0.02% | −122−1.3% | Reduced |
| Aries Wealth Management | 9,210 | $483.7K | 0.20% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 9,198 | $483.1K | 0.07% | −21,609−70.1% | Reduced |
| Davenport & Co LLC | 9,169 | $481.5K | 0.00% | −2,199−19.3% | Reduced |
| Parallel Advisors, LLC | 9,010 | $473.2K | 0.02% | +61+0.7% | Added |
| Rathbone Brothers plc | 9,000 | $472.7K | 0.00% | 00.0% | Unchanged |
| E&G Advisors, LP | 9,000 | $472.7K | 0.18% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 8,859 | $465.0K | 0.01% | +8,859 | New |
| Segment Wealth Management, LLC | 8,850 | $464.8K | 0.05% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 8,830 | $463.8K | 0.03% | −542−5.8% | Reduced |
| Marks Group Wealth Management, Inc | 8,598 | $451.6K | 0.06% | +178+2.1% | Added |
| Sawgrass Asset Management LLC | 8,586 | $450.9K | 0.06% | −150−1.7% | Reduced |
| Synovus Financial Corp | 8,545 | $448.9K | 0.01% | −388−4.3% | Reduced |
| Smith Shellnut Wilson LLC | 8,508 | $446.8K | 0.27% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 8,497 | $446.3K | 0.01% | +151+1.8% | Added |
| Sciencast Management LP | 9,242 | $444.6K | 0.59% | +9,242 | New |
| Knightsbridge Asset Management, LLC | 8,366 | $439.0K | 0.08% | −180,140−95.6% | Reduced |
| Corsair Capital Management, L.P. | 8,189 | $430.1K | 0.16% | −13−0.2% | Reduced |
| Firethorn Wealth Partners, LLC | 8,028 | $427.5K | 0.33% | +18+0.2% | Added |
| Banque Cantonale Vaudoise | 8,100 | $426.0K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 7,964 | $418.3K | 0.01% | −16−0.2% | Reduced |
| Sage Rhino Capital LLC | 7,904 | $415.1K | 0.12% | +18+0.2% | Added |
| Arete Wealth Advisors, LLC | 7,875 | $414.0K | 0.03% | −15−0.2% | Reduced |
| NewEdge Wealth, LLC | 7,610 | $399.7K | 0.02% | +761+11.1% | Added |
| Linscomb & Williams, Inc. | 7,515 | $394.7K | 0.02% | −6,864−47.7% | Reduced |
| Wealthfront Advisers LLC | 7,307 | $383.8K | 0.00% | +2,703+58.7% | Added |
| Glenview Trust Co | 7,188 | $377.5K | 0.01% | +831+13.1% | Added |
| Forum Financial Management, LP | 7,151 | $375.6K | 0.01% | +2,632+58.2% | Added |
| Moloney Securities Asset Management, LLC | 7,144 | $375.2K | 0.07% | +20.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 7,085 | $372.1K | 0.03% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 6,997 | $367.5K | 0.07% | +649+10.2% | Added |
| CWM, LLC | 6,971 | $366.0K | 0.00% | +194+2.9% | Added |
| Pathstone Family Office, LLC | 6,946 | $365.3K | 0.01% | −35−0.5% | Reduced |
| Visionary Wealth Advisors | 6,954 | $365.2K | 0.03% | −500−6.7% | Reduced |
| Diligent Investors, LLC | 6,893 | $362.0K | 0.11% | 00.0% | Unchanged |
| Old National Bancorp | 6,864 | $360.5K | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 6,650 | $349.3K | 0.00% | +245+3.8% | Added |
| Greenhaven Road Investment Management, L.P. | 661,700 | $347.5K | 19.95% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 6,612 | $347.2K | 0.01% | +407+6.6% | Added |
| Quantamental Technologies LLC | 6,584 | $345.8K | 0.19% | −10,748−62.0% | Reduced |
| Welch & Forbes LLC | 6,550 | $344.0K | 0.01% | −3,214−32.9% | Reduced |
| Veritable, L.P. | 6,548 | $343.9K | 0.01% | −27−0.4% | Reduced |
| Principle Wealth Partners LLC | 6,500 | $341.4K | 0.04% | −2,350−26.6% | Reduced |
| Nalls Sherbakoff Group, LLC | 6,548 | $336.2K | 0.33% | +6,548 | New |
| Veriti Management LLC | 6,291 | $330.4K | 0.04% | +1,008+19.1% | Added |