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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.

Other share classesKKRSKKRTKKR.PD

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.

Institutional holdersQ2 2023: 758 institutions
Q1 2021: 651 institutionsQ2 2021: 704 institutionsQ3 2021: 745 institutionsQ4 2021: 833 institutionsQ1 2022: 786 institutionsQ2 2022: 732 institutionsQ3 2022: 709 institutionsQ4 2022: 730 institutionsQ1 2023: 742 institutionsQ2 2023: 758 institutionsQ3 2023: 792 institutionsQ4 2023: 918 institutionsQ1 2024: 1,033 institutionsQ2 2024: 1,068 institutionsQ3 2024: 1,172 institutionsQ4 2024: 1,324 institutionsQ1 2025: 1,290 institutionsQ2 2025: 1,331 institutionsQ3 2025: 1,377 institutionsQ4 2025: 1,403 institutionsQ1 2026: 1,285 institutionsQ2 2026: 1,284 institutions
Value heldQ2 2023: $26.8B
Q1 2021: $22.1BQ2 2021: $26.5BQ3 2021: $27.1BQ4 2021: $33.1BQ1 2022: $26.0BQ2 2022: $21.1BQ3 2022: $20.2BQ4 2022: $22.1BQ1 2023: $25.2BQ2 2023: $26.8BQ3 2023: $31.1BQ4 2023: $41.8BQ1 2024: $50.8BQ2 2024: $56.4BQ3 2024: $69.3BQ4 2024: $78.9BQ1 2025: $61.8BQ2 2025: $71.4BQ3 2025: $68.9BQ4 2025: $69.3BQ1 2026: $49.0BQ2 2026: $50.2B
Institutions holding KKR and their total value by quarter
QuarterHoldersValue
Q2 20261,284$50.2B
Q1 20261,285$49.0B
Q4 20251,403$69.3B
Q3 20251,377$68.9B
Q2 20251,331$71.4B
Q1 20251,290$61.8B
Q4 20241,324$78.9B
Q3 20241,172$69.3B
Q2 20241,068$56.4B
Q1 20241,033$50.8B
Q4 2023918$41.8B
Q3 2023792$31.1B
Q2 2023758$26.8B
Q1 2023742$25.2B
Q4 2022730$22.1B
Q3 2022709$20.2B
Q2 2022732$21.1B
Q1 2022786$26.0B
Q4 2021833$33.1B
Q3 2021745$27.1B
Q2 2021704$26.5B
Q1 2021651$22.1B

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q1 2023.

Institutions holding KKR in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Fusion Capital, LLC4,678$262.0K0.15%+14+0.3%Added
Aft, Forsyth & Sober, LLC4,700$263.2K0.11%00.0%Unchanged
First City Capital Management, Inc.4,750$266.0K0.16%00.0%Unchanged
9258 Wealth Management, LLC4,781$267.7K0.05%−133−2.7%Reduced
TrinityPoint Wealth, LLC4,785$268.0K0.05%−5−0.1%Reduced
Duncker Streett & Co Inc4,800$268.8K0.06%00.0%Unchanged
Eschler Asset Management LLP4,815$269.6K0.38%00.0%Unchanged
Edgemoor Investment Advisors, Inc.4,840$271.0K0.03%00.0%Unchanged
Clearwater Capital Advisors, LLC4,845$271.3K0.03%−500−9.4%Reduced
Driehaus Capital Management LLC4,901$274.5K0.00%−249−4.8%Reduced
Symmetry Partners, LLC4,908$275.0K0.01%00.0%Unchanged
Fidelis Capital Partners, LLC4,971$278.4K0.10%+916+22.6%Added
First Bank & Trust5,006$280.3K0.07%−137−2.7%Reduced
Horizon Kinetics Asset Management LLC5,058$283.2K0.01%00.0%Unchanged
Sweeney & Michel, LLC4,685$286.7K0.15%00.0%Unchanged
KCM Investment Advisors LLC5,203$291.4K0.01%−25,218−82.9%Reduced
First Horizon Advisors, Inc.5,220$292.3K0.01%−410−7.3%Reduced
Seelaus Asset Management LLC5,295$297.0K0.23%+5,295New
NFC Investments, LLC5,340$299.0K0.10%+5,340New
Virtus Family Office LLC5,363$300.3K0.56%−4,189−43.9%Reduced
PRW Wealth Management LLC5,020$304.6K0.10%00.0%Unchanged
Steel Peak Wealth Management LLC5,455$305.5K0.02%00.0%Unchanged
AXA S.A.5,555$311.1K0.00%+117+2.2%Added
Good Life Advisors, LLC5,567$311.8K0.04%00.0%Unchanged
Farther Finance Advisors, LLC5,655$316.7K0.07%+1,388+32.5%Added
HB Wealth Management, LLC5,766$322.9K0.01%+638+12.4%Added
Meiji Yasuda Asset Management Co Ltd.5,800$325.0K0.02%+290+5.3%Added
Integrated Wealth Concepts LLC5,832$326.6K0.01%+36+0.6%Added
Nalls Sherbakoff Group, LLC6,348$326.9K0.32%−200−3.1%Reduced
Glenmede Trust Co NA6,246$328.0K0.00%00.0%Unchanged
Arlington Financial Advisors, LLC5,865$328.4K0.12%−6−0.1%Reduced
XTX Topco Ltd5,875$329.0K0.06%+782+15.4%Added
Davenport & Co LLC5,888$329.7K0.00%−3,281−35.8%Reduced
Tower Research Capital LLC (TRC)5,889$329.8K0.01%+5,297+894.8%Added
Empowered Funds, LLC5,940$332.6K0.01%+5,940New
EA Series Trust5,940$332.6K0.01%+5,940New
Transcend Wealth Collective, LLC5,959$333.7K0.03%−15−0.3%Reduced
Carnegie Capital Asset Management, LLC5,967$334.2K0.01%−10.0%Reduced
Institute for Wealth Management, LLC.5,970$334.3K0.06%00.0%Unchanged
Northeast Investment Management6,000$336.0K0.02%00.0%Unchanged
Lazard Asset Management LLC6,009$336.0K0.00%00.0%Unchanged
Family Management Corp6,007$336.4K0.07%−111−1.8%Reduced
CM Wealth Advisors LLC5,621$337.0K0.11%−27,207−82.9%Reduced
Siemens Fonds Invest GmbH6,172$343.9K0.03%00.0%Unchanged
Samalin Investment Counsel, LLC6,157$344.8K0.19%+15+0.2%Added
JustInvest LLC6,240$349.5K0.01%+1,085+21.0%Added
O'Shaughnessy Asset Management, LLC6,277$351.5K0.01%+894+16.6%Added
Procyon Private Wealth Partners, LLC6,386$357.6K0.04%+6,386New
Greenhaven Road Investment Management, L.P.645,700$361.6K18.32%−16,000−2.4%Reduced
Veritable, L.P.6,468$362.2K0.01%−80−1.2%Reduced
Principle Wealth Partners LLC6,500$364.0K0.04%00.0%Unchanged
Dakota Wealth Management6,525$365.4K0.02%+714+12.3%Added
Welch & Forbes LLC6,550$366.8K0.01%00.0%Unchanged
Caption Management, LLC6,600$369.6K0.07%−24,246−78.6%Reduced
Golden State Equity Partners6,730$376.9K0.11%+2,656+65.2%Added
Wolverine Trading, LLC6,754$377.9K0.01%+6,754New
Virtu Financial LLC6,771$379.0K0.03%+6,771New
Jessup Wealth Management, Inc6,787$380.1K0.20%−4,440−39.5%Reduced
Cigna Investments Inc6,814$382.0K0.07%+741+12.2%Added
Old National Bancorp6,879$385.2K0.01%+15+0.2%Added
Diligent Investors, LLC6,893$386.0K0.11%00.0%Unchanged
Pathstone Family Office, LLC6,925$387.8K0.01%−21−0.3%Reduced
Arete Wealth Advisors, LLC7,001$392.0K0.04%−874−11.1%Reduced
Bartlett & Co. LLC7,000$392.0K0.01%+7,000New
Bartlett & Co. Wealth Management LLC7,000$392.0K0.01%+7,000New
Obermeyer Wood Investment Counsel, LLLP7,085$396.8K0.03%00.0%Unchanged
Yousif Capital Management, LLC7,091$397.1K0.00%+441+6.6%Added
Moloney Securities Asset Management, LLC7,146$400.2K0.07%+20.0%Added
Forum Financial Management, LP7,151$400.5K0.01%00.0%Unchanged
Sequoia Financial Advisors, LLC7,164$401.2K0.01%+552+8.3%Added
Visionary Wealth Advisors7,235$405.2K0.03%+281+4.0%Added
American International Group, Inc.7,297$408.6K0.00%+1,540+26.8%Added
Marks Group Wealth Management, Inc7,313$409.5K0.05%−1,285−14.9%Reduced
NewEdge Wealth, LLC7,345$411.3K0.01%−265−3.5%Reduced
Glenview Trust Co7,465$418.0K0.01%+277+3.9%Added
Akaris Global Partners, LP7,500$420.0K0.11%+7,500New
Linscomb & Williams, Inc.7,515$420.8K0.02%00.0%Unchanged
CWM, LLC7,517$421.0K0.00%+546+7.8%Added
Fund Management at Engine No. 1 LLC7,529$421.6K0.08%+532+7.6%Added
Two Sigma Securities, LLC7,717$432.2K0.04%+7,717New
Firethorn Wealth Partners, LLC7,897$442.2K0.33%−131−1.6%Reduced
Sage Rhino Capital LLC7,907$442.8K0.12%+30.0%Added
Coldstream Capital Management Inc7,918$443.4K0.01%−46−0.6%Reduced
Advisory Services Network, LLC7,964$446.0K0.01%−533−6.3%Reduced
Cutler Group LP8,036$450.0K0.11%+8,036New
Banque Cantonale Vaudoise8,100$453.0K0.02%00.0%Unchanged
Synovus Financial Corp8,161$457.1K0.01%−384−4.5%Reduced
Corsair Capital Management, L.P.8,189$458.6K0.16%00.0%Unchanged
Lincoln National Corp8,289$464.2K0.01%+3,118+60.3%Added
Guinness Asset Management LTD8,423$471.7K0.01%−1,497−15.1%Reduced
Smith Shellnut Wilson LLC8,508$476.4K0.27%00.0%Unchanged
Sawgrass Asset Management LLC8,586$480.8K0.06%00.0%Unchanged
E&G Advisors, LP8,600$481.6K0.17%−400−4.4%Reduced
Fiduciary Group LLC8,700$487.2K0.06%−858−9.0%Reduced
Parallel Advisors, LLC8,769$491.1K0.02%−241−2.7%Reduced
Segment Wealth Management, LLC8,850$495.6K0.05%00.0%Unchanged
Fountainhead AM, LLC8,937$500.5K0.18%−1,907−17.6%Reduced
Mutual Advisors, LLC8,952$501.3K0.02%−599−6.3%Reduced
Wealthfront Advisers LLC9,039$506.2K0.00%+1,732+23.7%Added
Aries Wealth Management9,210$515.8K0.20%00.0%Unchanged