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 |
|---|---|---|---|---|---|
| Cubist Systematic Strategies, LLC | 100 | $5.25K | 0.00% | −177,980−99.9% | Reduced |
| Missouri Trust & Investment Co | 100 | $5.25K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $5.25K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 99 | $5.20K | 0.00% | −3−2.9% | Reduced |
| Macroview Investment Management LLC | 89 | $4.70K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 80 | $4.20K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 80 | $4.20K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 77 | $4.04K | 0.00% | +1+1.3% | Added |
| Colonial Trust Co | 78 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 69 | $3.62K | 0.00% | +69 | New |
| Clearstead Advisors, LLC | 68 | $3.57K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 65 | $3.41K | 0.00% | +65 | New |
| Earnest Partners LLC | 59 | $3.10K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 59 | $3.10K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 51 | $2.68K | 0.00% | −20−28.2% | Reduced |
| Bell Investment Advisors, Inc | 46 | $2.42K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 45 | $2.36K | 0.00% | +14+45.2% | Added |
| Ridgewood Investments LLC | 42 | $2.21K | 0.00% | +42 | New |
| JNBA Financial Advisors | 39 | $2.05K | 0.00% | +39 | New |
| Penserra Capital Management LLC | 46 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $1.73K | 0.00% | −53−61.6% | Reduced |
| Sutton Wealth Advisors Inc. | 33 | $1.73K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 31 | $1.63K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 30 | $1.58K | 0.00% | +4+15.4% | Added |
| Grove Bank & Trust | 27 | $1.42K | 0.00% | +27 | New |
| Rise Advisors, LLC | 25 | $1.33K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 25 | $1.31K | 0.00% | −57−69.5% | Reduced |
| Insight Financial Services | 25 | $1.31K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 23 | $1.21K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 21 | $1.00K | 0.00% | −37−63.8% | Reduced |
| Steward Financial Group LLC | 32 | $1.00K | 0.00% | +15+88.2% | Added |
| Raffa Wealth Management, LLC | 17 | $893 | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 16 | $840 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 17 | $767 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 13 | $683 | 0.00% | −1,481−99.1% | Reduced |
| Gradient Investments LLC | 8 | $420 | 0.00% | −5−38.5% | Reduced |
| Delos Wealth Advisors, LLC | 3 | $158 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $53 | 0.00% | −26−96.3% | Reduced |
| Clear Street Markets LLC | 5 | $0 | 0.00% | −6,484−99.9% | Reduced |
| Avion Wealth | 14 | $0 | 0.00% | +14 | New |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −2,839,800−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −309,593−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −252,150−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −241,000−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −170,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −157,961−100.0% | Sold out |
| NorthCrest Asset Manangement, LLC | 0 | $0 | 0.00% | −153,571−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −149,139−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −110,698−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −98,000−100.0% | Sold out |
| Maltese Capital Management LLC | 0 | $0 | 0.00% | −79,200−100.0% | Sold out |
| Noble Path Asset Management LP | 0 | $0 | 0.00% | −73,100−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −69,836−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −55,853−100.0% | Sold out |
| American Trust Investment Advisors, LLC | 0 | $0 | 0.00% | −49,710−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −49,628−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −44,087−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −41,804−100.0% | Sold out |
| Black Swift Group, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −38,284−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −37,203−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −31,302−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −25,775−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −24,028−100.0% | Sold out |
| Stamos Capital Partners, L.P. | 0 | $0 | 0.00% | −21,440−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −19,052−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −18,774−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −14,788−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −14,475−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −12,880−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −12,300−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −11,921−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −10,312−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −9,212−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −8,407−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −8,200−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −7,407−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −5,628−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −5,509−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −5,484−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −5,430−100.0% | Sold out |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −4,865−100.0% | Sold out |
| Aviance Capital Partners, LLC | 0 | $0 | 0.00% | −4,712−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −4,241−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,943−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,027−100.0% | Sold out |
| AM Squared Ltd | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Affiance Financial, LLC | 0 | $0 | 0.00% | −1,003−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −928−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −382−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −336−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −321−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Freedom Wealth Alliance, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |