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 |
|---|---|---|---|---|---|
| Western Pacific Wealth Management, LP | 3,201 | $168.1K | 0.13% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,119 | $164.0K | 0.02% | +200+6.9% | Added |
| Edge Capital Group, LLC | 3,041 | $159.7K | 0.01% | +3,041 | New |
| Bessemer Group Inc | 3,000 | $158.0K | 0.00% | −42−1.4% | Reduced |
| Wellington Shields & Co., LLC | 3,000 | $157.6K | 0.04% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 3,000 | $157.6K | 0.10% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,755 | $144.7K | 0.05% | −309−10.1% | Reduced |
| Hexagon Capital Partners LLC | 2,672 | $140.4K | 0.04% | −85−3.1% | Reduced |
| Montag A & Associates Inc | 2,666 | $140.0K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,718 | $139.6K | 0.02% | +2,718 | New |
| Industrial Alliance Investment Management Inc. | 2,620 | $138.0K | 0.00% | −35,300−93.1% | Reduced |
| TFC Financial Management | 2,550 | $133.9K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co | 2,472 | $129.8K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,343 | $123.1K | 0.02% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 2,300 | $121.0K | 0.02% | +2,000+666.7% | Added |
| MBM Wealth Consultants, LLC | 2,165 | $114.0K | 0.05% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2,082 | $109.3K | 0.01% | +28+1.4% | Added |
| Granite FO LLC | 2,000 | $106.1K | 0.07% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,000 | $105.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,950 | $102.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,928 | $101.3K | 0.03% | −150−7.2% | Reduced |
| Carmel Capital Partners, LLC | 1,924 | $101.0K | 0.06% | +1,924 | New |
| Alta Advisers Ltd | 1,900 | $99.8K | 0.06% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,896 | $99.6K | 0.02% | +1,896 | New |
| SRS Capital Advisors, Inc. | 1,879 | $98.7K | 0.01% | −1,280−40.5% | Reduced |
| Smithfield Trust Co | 1,836 | $97.0K | 0.01% | −90−4.7% | Reduced |
| Atlas Capital Advisors LLC | 1,750 | $91.9K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,746 | $91.7K | 0.00% | +19+1.1% | Added |
| Bogart Wealth, LLC | 1,745 | $91.6K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 1,670 | $87.7K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,613 | $85.0K | 0.06% | +4+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 1,594 | $83.7K | 0.01% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,569 | $82.4K | 0.03% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,564 | $82.1K | 0.01% | +1,034+195.1% | Added |
| Paradigm Asset Management Co LLC | 1,454 | $76.4K | 0.02% | −50−3.3% | Reduced |
| HHM Wealth Advisors, LLC | 1,400 | $73.5K | 0.02% | +1,400 | New |
| Brown Brothers Harriman & Co | 1,358 | $71.3K | 0.00% | +808+146.9% | Added |
| Column Capital Advisors, LLC | 1,241 | $65.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,100 | $57.8K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 1,094 | $57.5K | 0.02% | −100−8.4% | Reduced |
| Parkside Financial Bank & Trust | 1,090 | $57.3K | 0.02% | +30+2.8% | Added |
| Allworth Financial LP | 1,057 | $55.5K | 0.00% | +524+98.3% | Added |
| Trust Co of Vermont | 1,000 | $52.5K | 0.00% | 00.0% | Unchanged |
| Motco | 1,000 | $52.5K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 991 | $52.0K | 0.01% | −10−1.0% | Reduced |
| Sound Income Strategies, LLC | 975 | $51.2K | 0.01% | −5−0.5% | Reduced |
| TSFG, LLC | 974 | $51.0K | 0.02% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 939 | $49.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 910 | $47.8K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 872 | $45.8K | 0.01% | +872 | New |
| Webster Bank, N. A. | 859 | $45.1K | 0.01% | +659+329.5% | Added |
| Private Trust Co NA | 801 | $42.1K | 0.01% | −144−15.2% | Reduced |
| Canton Hathaway, LLC | 800 | $42.0K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 694 | $37.0K | 0.00% | −9,323−93.1% | Reduced |
| Hollencrest Capital Management | 687 | $36.1K | 0.00% | −673−49.5% | Reduced |
| Lindbrook Capital, LLC | 614 | $32.2K | 0.00% | +126+25.8% | Added |
| Carolinas Wealth Consulting LLC | 607 | $31.9K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 605 | $31.8K | 0.01% | +70+13.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $31.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 592 | $31.0K | 0.00% | −7,596−92.8% | Reduced |
| Arcadia Investment Management Corp | 568 | $29.8K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 543 | $28.5K | 0.00% | +1+0.2% | Added |
| Quadrant Capital Group LLC | 543 | $28.5K | 0.00% | −171−23.9% | Reduced |
| Disciplined Investments, LLC | 533 | $28.0K | 0.01% | +515+2,861.1% | Added |
| Deseret Mutual Benefit Administrators | 531 | $27.9K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 522 | $27.4K | 0.01% | −197−27.4% | Reduced |
| Massmutual Trust Co FSB | 514 | $27.0K | 0.00% | +200+63.7% | Added |
| BerganKDV Wealth Management, LLC | 512 | $26.9K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 500 | $26.3K | 0.01% | +500 | New |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $26.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 492 | $25.8K | 0.00% | −22,729−97.9% | Reduced |
| Proequities, Inc. | 454 | $23.8K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 453 | $23.8K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 448 | $23.6K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 450 | $23.0K | 0.02% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 418 | $22.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 368 | $19.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 357 | $19.0K | 0.02% | −11−3.0% | Reduced |
| HM Payson & Co | 352 | $18.5K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 285 | $15.0K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 284 | $14.9K | 0.00% | +284 | New |
| Riverview Trust Co | 273 | $14.3K | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 254 | $13.3K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 255 | $13.0K | 0.00% | +209+454.3% | Added |
| Quarry LP | 235 | $12.3K | 0.01% | −16−6.4% | Reduced |
| Creative Financial Designs Inc | 206 | $10.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 202 | $10.6K | 0.00% | +12+6.3% | Added |
| Blume Capital Management, Inc. | 200 | $10.5K | 0.00% | −150−42.9% | Reduced |
| Core Alternative Capital | 194 | $10.2K | 0.00% | −5−2.5% | Reduced |
| Pathway Financial Advisers, LLC | 183 | $9.63K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 172 | $9.03K | 0.00% | −4−2.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 172 | $9.03K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 37 | $9.00K | 0.00% | +37 | New |
| Salem Investment Counselors Inc | 150 | $7.88K | 0.00% | −25−14.3% | Reduced |
| Armstrong Advisory Group, Inc | 150 | $7.88K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 133 | $6.99K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 127 | $6.67K | 0.00% | +127 | New |
| Islay Capital Management, LLC | 125 | $6.59K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 120 | $6.30K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 113 | $6.00K | 0.00% | +113 | New |