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 |
|---|---|---|---|---|---|
| SYSTM Wealth Solutions LLC | 9,325 | $522.2K | 0.07% | +127+1.4% | Added |
| Advisor Resource Council | 9,378 | $525.2K | 0.31% | −3,180−25.3% | Reduced |
| Verition Fund Management LLC | 9,542 | $534.4K | 0.01% | +9,542 | New |
| Rathbone Brothers plc | 9,635 | $539.6K | 0.01% | +635+7.1% | Added |
| Agf Management Ltd | 9,654 | $540.6K | 0.00% | +9,654 | New |
| Yorktown Management & Research Co Inc | 9,700 | $543.2K | 0.58% | 00.0% | Unchanged |
| RW Investment Management LLC | 9,724 | $544.5K | 0.11% | +24+0.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 9,865 | $552.4K | 0.15% | +535+5.7% | Added |
| Vestmark Advisory Solutions, Inc. | 9,924 | $555.7K | 0.02% | −1,452−12.8% | Reduced |
| Equitable Holdings, Inc. | 9,985 | $559.2K | 0.01% | −359−3.5% | Reduced |
| Sherbrooke Park Advisers LLC | 10,067 | $563.8K | 0.30% | +4,467+79.8% | Added |
| Cipher Capital LP | 10,106 | $565.9K | 0.10% | +10,106 | New |
| Clear Harbor Asset Management, LLC | 10,125 | $567.0K | 0.06% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 10,220 | $572.3K | 0.05% | 00.0% | Unchanged |
| Bradley Foster & Sargent Inc | 10,250 | $574.0K | 0.01% | −471−4.4% | Reduced |
| Principal Street Partners, LLC | 10,262 | $574.7K | 0.14% | −145−1.4% | Reduced |
| Wealthcare Advisory Partners LLC | 10,265 | $574.9K | 0.03% | −330−3.1% | Reduced |
| Western Wealth Management, LLC | 10,322 | $578.0K | 0.05% | −260−2.5% | Reduced |
| Guggenheim Capital LLC | 10,386 | $581.6K | 0.00% | +736+7.6% | Added |
| Moors & Cabot, Inc. | 10,405 | $582.7K | 0.04% | −324−3.0% | Reduced |
| Paradigm Asset Management Co LLC | 10,454 | $585.4K | 0.16% | +9,000+619.0% | Added |
| Machina Capital S.A.S. | 10,551 | $590.9K | 0.34% | +6,339+150.5% | Added |
| Toroso Investments, LLC | 10,556 | $591.0K | 0.02% | −4,802−31.3% | Reduced |
| Assenagon Asset Management S.A. | 10,653 | $596.6K | 0.00% | +477+4.7% | Added |
| D. E. Shaw & Co., Inc. | 10,684 | $598.3K | 0.00% | −34,303−76.3% | Reduced |
| MAI Capital Management | 10,697 | $599.1K | 0.01% | +26+0.2% | Added |
| Diversified Trust Co | 10,797 | $604.6K | 0.02% | +1,575+17.1% | Added |
| New York Life Investment Management LLC | 10,880 | $609.3K | 0.01% | +10,880 | New |
| Boston Private Wealth LLC | 10,911 | $611.0K | 0.01% | −3,773−25.7% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 10,937 | $612.5K | 0.20% | +10.0% | Added |
| Financial Management Network Inc | 10,858 | $613.5K | 0.21% | +849+8.5% | Added |
| National Asset Management, Inc. | 10,970 | $614.3K | 0.01% | −1,209−9.9% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 11,119 | $622.0K | 0.06% | 00.0% | Unchanged |
| Zhang Financial LLC | 11,168 | $625.4K | 0.06% | −150−1.3% | Reduced |
| Spire Wealth Management | 11,241 | $629.5K | 0.02% | −107−0.9% | Reduced |
| Silvant Capital Management LLC | 11,343 | $635.2K | 0.04% | −18−0.2% | Reduced |
| Krilogy Financial LLC | 11,346 | $635.4K | 0.06% | +1,914+20.3% | Added |
| Oak Thistle LLC | 11,470 | $642.3K | 0.34% | +5,253+84.5% | Added |
| Beacon Pointe Advisors, LLC | 11,493 | $643.6K | 0.01% | −365−3.1% | Reduced |
| First Pacific Advisors, LP | 11,600 | $649.6K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 11,698 | $655.1K | 0.02% | +269+2.4% | Added |
| Triumph Capital Management | 12,015 | $672.8K | 0.30% | +12,015 | New |
| James J. Burns & Company, LLC | 12,013 | $673.0K | 0.17% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 12,040 | $674.2K | 0.11% | −243−2.0% | Reduced |
| Mission Wealth Management, LP | 12,066 | $675.7K | 0.03% | −28−0.2% | Reduced |
| Ensign Peak Advisors, Inc | 12,100 | $677.6K | 0.00% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 12,127 | $679.1K | 0.04% | −2,466−16.9% | Reduced |
| CWA Asset Management Group, LLC | 12,216 | $684.1K | 0.05% | +20+0.2% | Added |
| Fort Pitt Capital Group, LLC | 12,289 | $688.2K | 0.03% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 12,348 | $691.5K | 0.22% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,363 | $692.3K | 0.01% | −1,621−11.6% | Reduced |
| Wetherby Asset Management Inc | 12,420 | $695.5K | 0.04% | +454+3.8% | Added |
| Vontobel Holding Ltd. | 12,450 | $697.2K | 0.01% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 12,479 | $698.8K | 0.06% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 12,511 | $700.6K | 0.11% | −1,424−10.2% | Reduced |
| Van Eck Associates Corp | 12,583 | $705.0K | 0.00% | +385+3.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 12,611 | $706.2K | 0.01% | +225+1.8% | Added |
| Ossiam | 12,664 | $709.2K | 0.01% | −1,074−7.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 12,729 | $712.8K | 0.05% | −16−0.1% | Reduced |
| Moody National Bank Trust Division | 12,740 | $713.4K | 0.05% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 12,924 | $723.7K | 0.16% | +12,924 | New |
| CFM Wealth Partners LLC | 12,977 | $726.7K | 0.18% | −276−2.1% | Reduced |
| Commerce Bank | 13,190 | $738.6K | 0.01% | +389+3.0% | Added |
| Harbor Capital Advisors, Inc. | 13,475 | $754.6K | 0.15% | +212+1.6% | Added |
| Guardian Investment Management | 13,500 | $756.0K | 0.65% | −250−1.8% | Reduced |
| Douglas Lane & Associates, LLC | 13,553 | $759.0K | 0.01% | −600−4.2% | Reduced |
| Kraematon Investment Advisors, Inc | 13,627 | $763.1K | 0.84% | +16+0.1% | Added |
| Snowden Capital Advisors LLC | 13,752 | $770.1K | 0.03% | +652+5.0% | Added |
| Chemistry Wealth Management LLC | 13,877 | $777.1K | 0.25% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 13,925 | $779.8K | 0.05% | −2,859−17.0% | Reduced |
| Keybank National Association | 14,002 | $784.1K | 0.00% | −713−4.8% | Reduced |
| Tokio Marine Asset Management Co Ltd | 14,008 | $784.4K | 0.05% | +1,379+10.9% | Added |
| First National Bank Sioux Falls | 14,027 | $785.5K | 0.50% | 00.0% | Unchanged |
| AE Wealth Management LLC | 14,092 | $789.1K | 0.00% | +323+2.3% | Added |
| Epoch Investment Partners, Inc. | 14,114 | $790.4K | 0.00% | −1,755−11.1% | Reduced |
| J.W. Cole Advisors, Inc. | 14,211 | $795.8K | 0.06% | +234+1.7% | Added |
| Mercer Global Advisors Inc | 14,337 | $803.0K | 0.00% | +54+0.4% | Added |
| Walter & Keenan Financial Consulting Co | 14,626 | $819.1K | 0.30% | 00.0% | Unchanged |
| Independent Advisor Alliance | 15,135 | $847.6K | 0.04% | −395−2.5% | Reduced |
| Curated Wealth Partners LLC | 15,252 | $854.1K | 0.17% | −201−1.3% | Reduced |
| Lansing Street Advisors | 15,484 | $867.1K | 0.50% | +46+0.3% | Added |
| River & Mercantile Asset Management LLP | 15,661 | $877.0K | 0.17% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 15,872 | $888.8K | 0.10% | −126−0.8% | Reduced |
| Vinva Investment Management Ltd | 16,094 | $900.5K | 0.08% | −3,066−16.0% | Reduced |
| M&T Bank Corp | 16,620 | $931.2K | 0.00% | −9,203−35.6% | Reduced |
| Southeast Asset Advisors Inc. | 17,167 | $961.4K | 0.14% | −1,034−5.7% | Reduced |
| Quadrature Capital Ltd | 17,237 | $965.4K | 0.02% | +17,237 | New |
| Baird Financial Group, Inc. | 17,368 | $972.6K | 0.00% | +431+2.5% | Added |
| Franklin Street Advisors Inc | 17,375 | $973.0K | 0.08% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 17,448 | $977.0K | 0.00% | −1,214−6.5% | Reduced |
| Next Capital Management LLC | 17,483 | $979.0K | 0.45% | 00.0% | Unchanged |
| Blair William & Co | 17,485 | $979.2K | 0.00% | +5,710+48.5% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 17,467 | $980.5K | 0.75% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 17,558 | $983.3K | 0.05% | +953+5.7% | Added |
| Ar Asset Management Inc | 18,000 | $1.01M | 0.27% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 18,707 | $1.05M | 0.03% | +2,344+14.3% | Added |
| Seven Post Investment Office LP | 18,700 | $1.05M | 0.32% | 00.0% | Unchanged |
| Baader Bank INC | 18,747 | $1.05M | 0.09% | −132−0.7% | Reduced |
| IFP Advisors, Inc | 40,653 | $1.05M | 0.05% | −1,116−2.7% | Reduced |
| MetLife Investment Management | 19,416 | $1.09M | 0.01% | +7,567+63.9% | Added |