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, Q2 2023
Institutional positions in KKR & Co. Inc. as of Jun 30, 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
- 758
- +19 vs. Q1 2023
- Shares held
- 479.2M
- −387.1K (−0.1%) vs. Q1 2023
- Total value
- $26.8B
- +$1.62B (+6.4%) vs. Q1 2023
- New holders
- 74
- 244 more added
- Sold out
- 55
- 278 more reduced
3 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $56 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 311,249 | $62 | 0.01% | +311,249 | New |
| Delos Wealth Advisors, LLC | 3 | $168 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 13 | $728 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 17 | $767 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $952 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 22 | $1.00K | 0.00% | −233−91.4% | Reduced |
| Gradient Investments LLC | 18 | $1.01K | 0.00% | +10+125.0% | Added |
| Castleview Partners, LLC | 20 | $1.12K | 0.00% | −10−33.3% | Reduced |
| Versant Capital Management, Inc | 21 | $1.18K | 0.00% | +21 | New |
| Fiduciary Alliance LLC | 22 | $1.23K | 0.00% | +22 | New |
| ICA Group Wealth Management, LLC | 23 | $1.29K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 25 | $1.40K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 25 | $1.42K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 26 | $1.46K | 0.00% | +26 | New |
| Exchange Traded Concepts, LLC | 28 | $1.57K | 0.00% | +3+12.0% | Added |
| Tucker Asset Management LLC | 30 | $1.68K | 0.00% | +30 | New |
| Park Place Capital Corp | 31 | $1.74K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 32 | $1.79K | 0.00% | −422−93.0% | Reduced |
| JFS Wealth Advisors, LLC | 33 | $1.85K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 33 | $1.85K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 48 | $2.00K | 0.00% | +2+4.3% | Added |
| JNBA Financial Advisors | 39 | $2.18K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 42 | $2.35K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 46 | $2.58K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 47 | $2.63K | 0.00% | −4−7.8% | Reduced |
| Financial Management Professionals, Inc. | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 59 | $3.30K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 60 | $3.36K | 0.00% | −20−25.0% | Reduced |
| Bellevue Asset Management, LLC | 66 | $3.70K | 0.00% | −11−14.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 66 | $3.70K | 0.00% | +7+11.9% | Added |
| Baystate Wealth Management LLC | 69 | $3.88K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 73 | $4.09K | 0.00% | +73 | New |
| Colonial Trust Co | 78 | $4.36K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 84 | $4.70K | 0.00% | −15−15.2% | Reduced |
| Macroview Investment Management LLC | 90 | $5.02K | 0.01% | +1+1.1% | Added |
| Missouri Trust & Investment Co | 100 | $5.60K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $5.60K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 113 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 107 | $6.00K | 0.00% | +86+409.5% | Added |
| Central Trust Co | 120 | $6.72K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 121 | $6.78K | 0.00% | +121 | New |
| Islay Capital Management, LLC | 125 | $7.02K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 133 | $7.45K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 145 | $8.12K | 0.00% | −57−28.2% | Reduced |
| Armstrong Advisory Group, Inc | 150 | $8.40K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 173 | $9.69K | 0.00% | +1+0.6% | Added |
| Hanson & Doremus Investment Management | 180 | $10.0K | 0.00% | +180 | New |
| Blume Capital Management, Inc. | 200 | $11.2K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 207 | $11.6K | 0.00% | +1+0.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 214 | $12.0K | 0.00% | +42+24.4% | Added |
| Core Alternative Capital | 232 | $13.0K | 0.00% | +38+19.6% | Added |
| Resources Management Corp | 250 | $14.0K | 0.00% | +213+575.7% | Added |
| Pinebridge Investments, L.P. | 254 | $14.2K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 255 | $14.3K | 0.01% | +255 | New |
| PCA Investment Advisory Services Inc. | 263 | $14.8K | 0.01% | +263 | New |
| Riverview Trust Co | 273 | $15.3K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 275 | $15.4K | 0.00% | −332−54.7% | Reduced |
| Avalon Trust Co | 284 | $15.9K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 285 | $16.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 335 | $18.8K | 0.00% | −179−34.8% | Reduced |
| Hollencrest Capital Management | 337 | $18.9K | 0.00% | −350−50.9% | Reduced |
| Covestor Ltd | 353 | $20.0K | 0.02% | −4−1.1% | Reduced |
| Pinnacle Bancorp, Inc. | 368 | $20.6K | 0.01% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 411 | $23.0K | 0.01% | +411 | New |
| Quadrant Capital Group LLC | 417 | $23.4K | 0.00% | −126−23.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 418 | $23.4K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 419 | $23.5K | 0.00% | −1,145−73.2% | Reduced |
| Catalyst Capital Advisors LLC | 420 | $23.5K | 0.00% | −10,580−96.2% | Reduced |
| SOA Wealth Advisors, LLC. | 453 | $25.3K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 459 | $25.7K | 0.02% | +224+95.3% | Added |
| Hazlett, Burt & Watson, Inc. | 450 | $26.0K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 492 | $27.6K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 499 | $28.0K | 0.01% | +51+11.4% | Added |
| BerganKDV Wealth Management, LLC | 500 | $28.0K | 0.00% | −12−2.3% | Reduced |
| WR Wealth Planners, LLC | 500 | $28.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $28.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 503 | $28.2K | 0.01% | +503 | New |
| SJS Investment Consulting Inc. | 518 | $29.0K | 0.01% | −4−0.8% | Reduced |
| Disciplined Investments, LLC | 525 | $29.4K | 0.02% | −8−1.5% | Reduced |
| Geneos Wealth Management Inc. | 537 | $30.1K | 0.00% | −8,293−93.9% | Reduced |
| Institutional & Family Asset Management, LLC | 545 | $30.5K | 0.00% | +2+0.4% | Added |
| Arcadia Investment Management Corp | 568 | $31.8K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 575 | $32.2K | 0.01% | −30−5.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $33.6K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 615 | $34.4K | 0.00% | +1+0.2% | Added |
| Deseret Mutual Benefit Administrators | 676 | $37.9K | 0.01% | +145+27.3% | Added |
| Achmea Investment Management B.V. | 694 | $39.0K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 764 | $42.8K | 0.00% | −47,082−98.4% | Reduced |
| Private Trust Co NA | 783 | $43.8K | 0.01% | −18−2.2% | Reduced |
| Canton Hathaway, LLC | 800 | $45.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 858 | $48.0K | 0.01% | −1−0.1% | Reduced |
| Kistler-Tiffany Companies, LLC | 870 | $48.7K | 0.01% | −40−4.4% | Reduced |
| WealthPLAN Partners, LLC | 872 | $48.8K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 975 | $54.6K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 974 | $55.0K | 0.02% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 984 | $55.1K | 0.02% | −110−10.1% | Reduced |
| Delta Asset Management LLC | 991 | $55.5K | 0.01% | 00.0% | Unchanged |