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 |
|---|---|---|---|---|---|
| Trust Co of Vermont | 1,000 | $56.0K | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 1,000 | $56.0K | 0.05% | +1,000 | New |
| Parkside Financial Bank & Trust | 1,016 | $56.9K | 0.01% | −74−6.8% | Reduced |
| Motco | 1,019 | $57.1K | 0.00% | +19+1.9% | Added |
| Whittier Trust Co of Nevada Inc | 1,100 | $61.6K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,176 | $65.9K | 0.00% | −418−26.2% | Reduced |
| SkyView Investment Advisors, LLC | 361 | $66.0K | 0.02% | −578−61.6% | Reduced |
| Brown Brothers Harriman & Co | 1,225 | $68.6K | 0.00% | −133−9.8% | Reduced |
| Column Capital Advisors, LLC | 1,241 | $69.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,329 | $74.4K | 0.00% | +272+25.7% | Added |
| HHM Wealth Advisors, LLC | 1,400 | $78.4K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,498 | $83.9K | 0.03% | −1,257−45.6% | Reduced |
| Hoey Investments, Inc | 1,569 | $87.9K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,586 | $88.8K | 0.00% | −3,025−65.6% | Reduced |
| Tower View Investment Management & Research LLC | 1,618 | $91.0K | 0.06% | +5+0.3% | Added |
| Arrow Financial Corp | 1,670 | $93.5K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,727 | $96.7K | 0.00% | −3,395−66.3% | Reduced |
| Bogart Wealth, LLC | 1,745 | $97.7K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,750 | $98.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,836 | $103.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,852 | $103.7K | 0.01% | −491−21.0% | Reduced |
| SRS Capital Advisors, Inc. | 1,885 | $105.6K | 0.01% | +6+0.3% | Added |
| GPS Wealth Strategies Group, LLC | 1,891 | $105.9K | 0.02% | −5−0.3% | Reduced |
| Alta Advisers Ltd | 1,900 | $106.4K | 0.06% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 1,924 | $107.7K | 0.06% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,928 | $108.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,950 | $109.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,973 | $110.5K | 0.01% | +1,973 | New |
| Granite FO LLC | 2,000 | $112.0K | 0.08% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,000 | $112.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,038 | $114.1K | 0.00% | +292+16.7% | Added |
| Baker Avenue Asset Management, LP | 2,049 | $114.8K | 0.01% | −33−1.6% | Reduced |
| ORG Partners LLC | 2,112 | $119.3K | 0.02% | +2,112 | New |
| Intact Investment Management Inc. | 2,200 | $123.2K | 0.01% | −7,800−78.0% | Reduced |
| Sunbelt Securities, Inc. | 2,271 | $127.2K | 0.02% | −447−16.4% | Reduced |
| Whittier Trust Co | 2,292 | $128.4K | 0.00% | −180−7.3% | Reduced |
| Endurance Wealth Management, Inc. | 2,300 | $129.0K | 0.02% | 00.0% | Unchanged |
| TFC Financial Management | 2,550 | $142.8K | 0.04% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 2,620 | $147.0K | 0.08% | 00.0% | Unchanged |
| Montag A & Associates Inc | 2,666 | $149.3K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,673 | $149.7K | 0.04% | +10.0% | Added |
| Bokf, NA | 2,976 | $166.7K | 0.00% | −650−17.9% | Reduced |
| Wellington Shields & Co., LLC | 3,000 | $168.0K | 0.04% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 3,126 | $175.1K | 0.09% | +3,126 | New |
| Western Pacific Wealth Management, LP | 3,201 | $179.3K | 0.14% | 00.0% | Unchanged |
| Ostrum Asset Management | 3,257 | $182.4K | 0.02% | +4+0.1% | Added |
| Newbridge Financial Services Group, Inc. | 3,332 | $186.6K | 0.09% | +3+0.1% | Added |
| Carmichael Hill & Associates, Inc. | 3,348 | $187.5K | 0.09% | +10+0.3% | Added |
| Citizens National Bank Trust Department | 3,555 | $199.1K | 0.05% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,590 | $201.0K | 0.01% | +3,590 | New |
| Compagnie Lombard Odier SCmA | 3,615 | $202.4K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,619 | $203.0K | 0.02% | +500+16.0% | Added |
| L.M. Kohn & Company | 3,645 | $204.1K | 0.08% | +3,645 | New |
| William Blair Investment Management, LLC | 3,665 | $205.2K | 0.00% | +3,665 | New |
| New Republic Capital, LLC | 3,704 | $207.4K | 0.14% | +3,704 | New |
| Resurgent Financial Advisors LLC | 3,710 | $207.8K | 0.14% | −18−0.5% | Reduced |
| TAGStone Capital, Inc. | 3,735 | $209.0K | 0.15% | +3,735 | New |
| Lakeview Capital Partners, LLC | 3,770 | $211.1K | 0.04% | +3,770 | New |
| Bragg Financial Advisors, Inc | 3,777 | $211.5K | 0.01% | +3,777 | New |
| Ade, LLC | 3,805 | $213.1K | 0.15% | +3,805 | New |
| Ssi Investment Management LLC | 3,811 | $213.4K | 0.01% | −811−17.5% | Reduced |
| Inceptionr LLC | 3,857 | $216.0K | 0.12% | +3,857 | New |
| Edge Capital Group, LLC | 3,899 | $218.3K | 0.01% | +858+28.2% | Added |
| Operose Advisors LLC | 3,925 | $219.8K | 0.10% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 3,965 | $222.0K | 0.07% | −4,401−52.6% | Reduced |
| Fort Sheridan Advisors LLC | 3,975 | $222.6K | 0.05% | +3,975 | New |
| Echo Street Capital Management LLC | 3,987 | $223.3K | 0.00% | +3,987 | New |
| UniSuper Management Pty Ltd | 4,000 | $224.0K | 0.00% | +4,000 | New |
| Kovack Advisors, Inc. | 4,019 | $225.0K | 0.03% | −9−0.2% | Reduced |
| Laidlaw Wealth Management LLC | 4,020 | $225.1K | 0.04% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 4,022 | $225.2K | 0.05% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 4,072 | $228.0K | 0.06% | −39−0.9% | Reduced |
| EP Wealth Advisors, LLC | 25,455 | $230.0K | 0.00% | −12,329−32.6% | Reduced |
| Valeo Financial Advisors, LLC | 4,122 | $230.8K | 0.01% | −1,666−28.8% | Reduced |
| Nisa Investment Advisors, LLC | 4,130 | $231.3K | 0.00% | −485−10.5% | Reduced |
| Watershed Private Wealth LLC | 4,157 | $232.8K | 0.14% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,889 | $233.0K | 0.01% | +3,889 | New |
| GWM Advisors LLC | 4,168 | $233.4K | 0.00% | −195−4.5% | Reduced |
| Signaturefd, LLC | 4,223 | $236.5K | 0.01% | +790+23.0% | Added |
| Venture Visionary Partners LLC | 4,237 | $237.3K | 0.01% | +10.0% | Added |
| Leonteq Securities AG | 4,238 | $237.3K | 0.02% | 00.0% | Unchanged |
| Lido Advisors, LLC | 4,240 | $237.5K | 0.00% | +425+11.1% | Added |
| Scotia Capital Inc. | 4,245 | $237.7K | 0.00% | −904−17.6% | Reduced |
| LFA - Lugano Financial Advisors SA | 4,300 | $240.8K | 0.16% | +4,300 | New |
| Bank of Nova Scotia | 4,314 | $241.6K | 0.00% | −107−2.4% | Reduced |
| Ameritas Advisory Services, LLC | 4,444 | $243.9K | 0.03% | −17,454−79.7% | Reduced |
| Umb Bank N A | 4,374 | $244.9K | 0.00% | −1,375−23.9% | Reduced |
| RDA Financial Network | 4,416 | $247.3K | 0.10% | +126+2.9% | Added |
| Register Financial Advisors LLC | 4,433 | $248.2K | 0.18% | −246−5.3% | Reduced |
| Ethic Inc. | 4,483 | $251.1K | 0.01% | +72+1.6% | Added |
| Arkadios Wealth Advisors | 4,500 | $252.0K | 0.03% | −33−0.7% | Reduced |
| Hodges Capital Management Inc. | 0 | $252.0K | 0.01% | −5,150−100.0% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 4,500 | $252.0K | 0.06% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 4,500 | $252.0K | 0.05% | 00.0% | Unchanged |
| Ieq Capital, LLC | 4,543 | $254.4K | 0.01% | −1,648−26.6% | Reduced |
| Boothbay Fund Management, LLC | 4,563 | $255.5K | 0.01% | +4,563 | New |
| Prospera Financial Services Inc | 4,565 | $255.7K | 0.01% | +30+0.7% | Added |
| BancorpSouth Bank | 4,599 | $257.6K | 0.02% | −262−5.4% | Reduced |
| Fortress Wealth Group, LLC | 4,198 | $259.5K | 0.16% | +4,198 | New |
| Acadian Asset Management LLC | 4,648 | $260.0K | 0.00% | 00.0% | Unchanged |