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 |
|---|---|---|---|---|---|
| Glenmede Trust Co NA | 6,246 | $328.0K | 0.00% | −59−0.9% | Reduced |
| Oak Thistle LLC | 6,217 | $326.5K | 0.19% | +6,217 | New |
| Cloverfields Capital Group, LP | 6,196 | $325.4K | 0.10% | −45,328−88.0% | Reduced |
| Ieq Capital, LLC | 6,191 | $325.2K | 0.01% | +1,393+29.0% | Added |
| Siemens Fonds Invest GmbH | 6,172 | $324.2K | 0.03% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 6,142 | $322.6K | 0.19% | +15+0.2% | Added |
| Family Management Corp | 6,118 | $321.3K | 0.07% | +115+1.9% | Added |
| Cigna Investments Inc | 6,073 | $319.0K | 0.06% | −126−2.0% | Reduced |
| Northeast Investment Management | 6,000 | $315.1K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 6,009 | $315.0K | 0.00% | −22−0.4% | Reduced |
| Transcend Wealth Collective, LLC | 5,974 | $313.8K | 0.03% | +147+2.5% | Added |
| Institute for Wealth Management, LLC. | 5,970 | $313.5K | 0.06% | −146−2.4% | Reduced |
| Carnegie Capital Asset Management, LLC | 5,968 | $313.4K | 0.01% | −9−0.2% | Reduced |
| PEAK6 Investments LLC | 5,927 | $311.3K | 0.02% | −3,044−33.9% | Reduced |
| Arlington Financial Advisors, LLC | 5,871 | $308.3K | 0.12% | +6+0.1% | Added |
| Dakota Wealth Management | 5,811 | $305.2K | 0.02% | −920−13.7% | Reduced |
| Integrated Wealth Concepts LLC | 5,796 | $304.0K | 0.01% | +5,796 | New |
| Valeo Financial Advisors, LLC | 5,788 | $304.0K | 0.01% | +751+14.9% | Added |
| American International Group, Inc. | 5,757 | $302.4K | 0.00% | −127−2.2% | Reduced |
| Umb Bank N A | 5,749 | $301.9K | 0.00% | −245−4.1% | Reduced |
| Stonnington Group, LLC | 5,800 | $301.6K | 0.08% | +5,800 | New |
| First Horizon Advisors, Inc. | 5,630 | $295.7K | 0.01% | +228+4.2% | Added |
| Sherbrooke Park Advisers LLC | 5,600 | $294.1K | 0.44% | +5,600 | New |
| Good Life Advisors, LLC | 5,567 | $292.4K | 0.04% | 00.0% | Unchanged |
| Regions Financial Corp | 5,549 | $291.0K | 0.00% | −140−2.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,510 | $289.0K | 0.01% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 5,455 | $286.5K | 0.02% | +5+0.1% | Added |
| AXA S.A. | 5,438 | $285.6K | 0.00% | +5,438 | New |
| O'Shaughnessy Asset Management, LLC | 5,383 | $282.7K | 0.00% | +5,383 | New |
| Pittenger & Anderson Inc | 5,375 | $282.3K | 0.01% | −1,525−22.1% | Reduced |
| Clearwater Capital Advisors, LLC | 5,345 | $280.7K | 0.03% | −945−15.0% | Reduced |
| Lincoln National Corp | 5,171 | $271.6K | 0.01% | +5,171 | New |
| JustInvest LLC | 5,155 | $270.8K | 0.01% | +181+3.6% | Added |
| Driehaus Capital Management LLC | 5,150 | $270.5K | 0.00% | −342−6.2% | Reduced |
| Scotia Capital Inc. | 5,149 | $270.5K | 0.00% | +5,149 | New |
| First Bank & Trust | 5,143 | $270.1K | 0.07% | +382+8.0% | Added |
| HB Wealth Management, LLC | 5,128 | $269.3K | 0.00% | +313+6.5% | Added |
| Huntington National Bank | 5,122 | $269.0K | 0.00% | +707+16.0% | Added |
| XTX Topco Ltd | 5,093 | $267.5K | 0.06% | +5,093 | New |
| PRW Wealth Management LLC | 5,020 | $266.4K | 0.10% | −280−5.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 5,058 | $265.6K | 0.01% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 4,983 | $261.7K | 0.06% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 4,914 | $258.1K | 0.05% | −21−0.4% | Reduced |
| Symmetry Partners, LLC | 4,908 | $258.0K | 0.01% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 5,150 | $257.0K | 0.02% | −234−4.3% | Reduced |
| Sweeney & Michel, LLC | 4,685 | $255.5K | 0.14% | +4,685 | New |
| BancorpSouth Bank | 4,861 | $255.3K | 0.02% | +41+0.9% | Added |
| Edgemoor Investment Advisors, Inc. | 4,840 | $254.2K | 0.03% | −260−5.1% | Reduced |
| Eschler Asset Management LLP | 4,815 | $252.9K | 0.20% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,800 | $252.1K | 0.06% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 4,750 | $252.1K | 0.15% | −4−0.1% | Reduced |
| TrinityPoint Wealth, LLC | 4,790 | $251.6K | 0.05% | −30−0.6% | Reduced |
| Mirabella Financial Services LLP | 4,782 | $251.2K | 0.05% | −482−9.2% | Reduced |
| Aft, Forsyth & Sober, LLC | 4,700 | $246.8K | 0.12% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 4,679 | $245.7K | 0.19% | −271−5.5% | Reduced |
| Fusion Capital, LLC | 4,664 | $244.9K | 0.14% | +4,664 | New |
| Acadian Asset Management LLC | 4,648 | $244.0K | 0.00% | −2,884−38.3% | Reduced |
| Phocas Financial Corp. | 4,625 | $242.9K | 0.03% | −5,195−52.9% | Reduced |
| Ssi Investment Management LLC | 4,622 | $242.7K | 0.02% | −1,290−21.8% | Reduced |
| Nisa Investment Advisors, LLC | 4,615 | $242.0K | 0.00% | −35−0.8% | Reduced |
| Prospera Financial Services Inc | 4,535 | $238.2K | 0.01% | +10.0% | Added |
| Arkadios Wealth Advisors | 4,533 | $238.1K | 0.03% | −246−5.1% | Reduced |
| Global Retirement Partners, LLC | 4,611 | $236.6K | 0.01% | −1,731−27.3% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 4,500 | $236.3K | 0.05% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 4,500 | $236.0K | 0.05% | −1,424−24.0% | Reduced |
| Compton Capital Management Inc | 4,450 | $233.7K | 0.50% | −13,050−74.6% | Reduced |
| Bank of Nova Scotia | 4,421 | $232.1K | 0.00% | −6,369−59.0% | Reduced |
| Ethic Inc. | 4,411 | $231.7K | 0.01% | +4,411 | New |
| GWM Advisors LLC | 4,363 | $229.1K | 0.00% | −3,320−43.2% | Reduced |
| Sigma Planning Corp | 4,292 | $225.5K | 0.01% | +4,292 | New |
| RDA Financial Network | 4,290 | $225.3K | 0.10% | −225−5.0% | Reduced |
| Farther Finance Advisors, LLC | 4,267 | $224.1K | 0.07% | +4,151+3,578.4% | Added |
| Leonteq Securities AG | 4,238 | $222.6K | 0.02% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 4,236 | $222.5K | 0.01% | −125−2.9% | Reduced |
| Machina Capital S.A.S. | 4,212 | $221.2K | 0.19% | +4,212 | New |
| Watershed Private Wealth LLC | 4,157 | $218.3K | 0.15% | +4,157 | New |
| Asset Management Corp | 4,150 | $217.9K | 0.17% | +4,150 | New |
| MONECO Advisors, LLC | 4,111 | $215.9K | 0.06% | +4,111 | New |
| Golden State Equity Partners | 4,074 | $214.0K | 0.12% | +4,074 | New |
| Kovack Advisors, Inc. | 4,028 | $211.5K | 0.03% | +4,028 | New |
| Kavar Capital Partners Group, LLC | 4,022 | $211.2K | 0.05% | −474−10.5% | Reduced |
| Laidlaw Wealth Management LLC | 4,020 | $211.1K | 0.04% | +4,020 | New |
| Hudson Value Partners, LLC | 4,015 | $210.9K | 0.12% | +4,015 | New |
| Nicola Wealth Management Ltd. | 4,000 | $210.2K | 0.02% | +4,000 | New |
| Fidelis Capital Partners, LLC | 4,055 | $208.9K | 0.09% | +4,055 | New |
| Balentine LLC | 3,949 | $207.4K | 0.01% | +3,949 | New |
| Operose Advisors LLC | 3,925 | $206.1K | 0.10% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 3,908 | $205.2K | 0.16% | +3,908 | New |
| Financial Architects, Inc | 3,879 | $203.7K | 0.03% | +3,879 | New |
| We Are One Seven, LLC | 3,823 | $200.8K | 0.01% | +3,823 | New |
| Lido Advisors, LLC | 3,815 | $200.4K | 0.00% | +3,815 | New |
| Resurgent Financial Advisors LLC | 3,728 | $195.8K | 0.13% | −250−6.3% | Reduced |
| Bokf, NA | 3,626 | $190.4K | 0.00% | −17,533−82.9% | Reduced |
| Compagnie Lombard Odier SCmA | 3,615 | $189.9K | 0.00% | −971−21.2% | Reduced |
| Citizens National Bank Trust Department | 3,555 | $186.7K | 0.05% | 00.0% | Unchanged |
| Power Corp of Canada | 3,680 | $184.2K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,433 | $180.3K | 0.00% | +32+0.9% | Added |
| Carmichael Hill & Associates, Inc. | 3,338 | $175.3K | 0.09% | +9+0.3% | Added |
| Newbridge Financial Services Group, Inc. | 3,329 | $174.8K | 0.09% | +3+0.1% | Added |
| Ostrum Asset Management | 3,253 | $170.8K | 0.01% | +3,253 | New |