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 |
|---|---|---|---|---|---|
| APG Asset Management N.V. | 21,256 | $1.09M | 0.00% | −2,770−11.5% | Reduced |
| Bessemer Group Inc | 19,781 | $1.11M | 0.00% | +16,781+559.4% | Added |
| Strategic Blueprint, LLC | 19,960 | $1.12M | 0.11% | −38,663−66.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 19,986 | $1.12M | 0.02% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 20,103 | $1.13M | 0.02% | −8,634−30.0% | Reduced |
| Cross Staff Investments Inc | 20,347 | $1.14M | 1.05% | −1,679−7.6% | Reduced |
| Oxford Financial Group Ltd | 20,588 | $1.15M | 0.11% | −1,927−8.6% | Reduced |
| Lee Danner & Bass Inc | 20,721 | $1.16M | 0.10% | −479−2.3% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,505 | $1.16M | 0.02% | +7,907+62.8% | Added |
| Bray Capital Advisors | 21,920 | $1.23M | 0.37% | −2,730−11.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 22,135 | $1.24M | 0.03% | +2,969+15.5% | Added |
| CIBC Asset Management Inc | 22,245 | $1.25M | 0.00% | +13+0.1% | Added |
| AXS Investments LLC | 22,452 | $1.26M | 0.34% | +22,452 | New |
| Riverpark Capital Management LLC | 22,656 | $1.27M | 2.25% | 00.0% | Unchanged |
| Prudential PLC | 22,990 | $1.29M | 0.02% | +2,769+13.7% | Added |
| Private Advisor Group, LLC | 22,800 | $1.30M | 0.01% | −12,802−36.0% | Reduced |
| Integrated Advisors Network LLC | 23,423 | $1.31M | 0.08% | −2,107−8.3% | Reduced |
| Checchi Capital Advisers, LLC | 23,425 | $1.31M | 0.12% | +187+0.8% | Added |
| MML Investors Services, LLC | 23,556 | $1.32M | 0.01% | +3,922+20.0% | Added |
| Aviva PLC | 23,796 | $1.33M | 0.01% | −548,872−95.8% | Reduced |
| TownSquare Capital, LLC | 24,044 | $1.35M | 0.02% | +6,983+40.9% | Added |
| Clearstead Advisors, LLC | 24,089 | $1.35M | 0.08% | +24,021+35,325.0% | Added |
| Kovitz Investment Group Partners, LLC | 24,281 | $1.36M | 0.02% | −27,445−53.1% | Reduced |
| Bridgewater Associates, LP | 24,410 | $1.37M | 0.01% | +24,410 | New |
| McKinley Capital Management LLC /Delaware | 25,207 | $1.41M | 0.19% | +213+0.9% | Added |
| Atria Investments LLC | 25,821 | $1.45M | 0.03% | +25,821 | New |
| Regions Financial Corp | 26,211 | $1.47M | 0.01% | +20,662+372.4% | Added |
| Steward Partners Investment Advisory, LLC | 26,614 | $1.49M | 0.02% | −484−1.8% | Reduced |
| Aaron Wealth Advisors | 26,663 | $1.49M | 0.19% | +145+0.5% | Added |
| Baker Tilly Wealth Management, LLC | 27,068 | $1.52M | 0.16% | −2,827−9.5% | Reduced |
| Gotham Asset Management, LLC | 27,134 | $1.52M | 0.03% | −1,230−4.3% | Reduced |
| Byrne Asset Management LLC | 27,146 | $1.52M | 0.99% | −35−0.1% | Reduced |
| Prudential Financial Inc | 32,602 | $1.52M | 0.00% | −143,307−81.5% | Reduced |
| Okabena Investment Services Inc | 27,533 | $1.54M | 1.13% | −13,059−32.2% | Reduced |
| Capital Analysts, LLC | 29,950 | $1.61M | 0.09% | +4,712+18.7% | Added |
| InterOcean Capital Group, LLC | 28,847 | $1.62M | 0.05% | +347+1.2% | Added |
| Barr E S & Co | 29,275 | $1.64M | 0.12% | −1,100−3.6% | Reduced |
| Wesbanco Bank Inc | 29,421 | $1.65M | 0.07% | −4,556−13.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 29,625 | $1.66M | 0.00% | +1,143+4.0% | Added |
| CenterBook Partners LP | 29,718 | $1.66M | 0.21% | +5,697+23.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 29,975 | $1.68M | 0.04% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 30,451 | $1.71M | 0.23% | −23,964−44.0% | Reduced |
| Vetamer Capital Management, L.P. | 30,495 | $1.71M | 2.64% | −2,929−8.8% | Reduced |
| Vestcor Inc | 30,597 | $1.71M | 0.06% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 30,431 | $1.74M | 0.02% | −2,098−6.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 31,240 | $1.75M | 0.06% | +31,240 | New |
| Mackenzie Financial Corp | 31,022 | $1.75M | 0.00% | −1,325−4.1% | Reduced |
| HBK Sorce Advisory LLC | 31,723 | $1.78M | 0.08% | −21−0.1% | Reduced |
| Creative Planning | 31,886 | $1.79M | 0.00% | +4,954+18.4% | Added |
| US Bancorp | 32,628 | $1.83M | 0.00% | −361−1.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 32,982 | $1.85M | 0.00% | +4,977+17.8% | Added |
| Chicago Partners Investment Group LLC | 31,443 | $1.85M | 0.10% | +5,135+19.5% | Added |
| RiverPark Advisors, LLC | 33,426 | $1.87M | 1.72% | −1,997−5.6% | Reduced |
| Larson Financial Group LLC | 33,495 | $1.88M | 0.19% | +207+0.6% | Added |
| Kestra Advisory Services, LLC | 33,517 | $1.88M | 0.02% | −5,697−14.5% | Reduced |
| Royce & Associates LP | 33,646 | $1.88M | 0.02% | 00.0% | Unchanged |
| Sabal Trust CO | 33,865 | $1.90M | 0.12% | +33,865 | New |
| Ingalls & Snyder LLC | 34,535 | $1.93M | 0.09% | 00.0% | Unchanged |
| Avitas Wealth Management LLC | 35,639 | $2.00M | 0.36% | −102−0.3% | Reduced |
| Franklin Resources Inc | 35,724 | $2.00M | 0.00% | −12,063−25.2% | Reduced |
| Guardian Wealth Management, Inc. | 35,873 | $2.01M | 1.83% | −1,094−3.0% | Reduced |
| Andra AP-fonden | 36,000 | $2.02M | 0.05% | +2,200+6.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 36,433 | $2.04M | 0.01% | −6,894−15.9% | Reduced |
| Gateway Investment Advisers LLC | 36,921 | $2.07M | 0.02% | −142,677−79.4% | Reduced |
| Candriam Luxembourg S.C.A. | 36,992 | $2.07M | 0.01% | −31,157−45.7% | Reduced |
| Cetera Advisor Networks LLC | 37,018 | $2.07M | 0.01% | +247+0.7% | Added |
| Intech Investment Management LLC | 37,394 | $2.09M | 0.02% | −25,501−40.5% | Reduced |
| Rothschild Investment Corp | 39,003 | $2.18M | 0.18% | −1,064−2.7% | Reduced |
| Xponance, Inc. | 39,494 | $2.21M | 0.03% | +19,228+94.9% | Added |
| Connable Office Inc | 39,888 | $2.23M | 0.31% | 00.0% | Unchanged |
| Nordea Investment Management AB | 39,643 | $2.24M | 0.00% | +4,687+13.4% | Added |
| Sawtooth Solutions, LLC | 39,930 | $2.24M | 0.06% | −21,948−35.5% | Reduced |
| Bleakley Financial Group, LLC | 39,937 | $2.24M | 0.07% | −21,567−35.1% | Reduced |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 40,000 | $2.24M | 0.12% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 41,401 | $2.32M | 0.07% | −741−1.8% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 44,078 | $2.47M | 0.09% | −831−1.9% | Reduced |
| O'Rourke & Company, Inc | 44,067 | $2.47M | 1.73% | +896+2.1% | Added |
| Legacy Capital Wealth Partners, LLC | 44,367 | $2.48M | 2.06% | +44,367 | New |
| Tudor Investment Corp Et Al | 44,440 | $2.49M | 0.04% | +44,440 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 44,594 | $2.50M | 0.04% | +5,495+14.1% | Added |
| Staley Capital Advisers Inc | 45,000 | $2.52M | 0.14% | −100−0.2% | Reduced |
| Crestline Management, LP | 45,000 | $2.52M | 0.27% | +10,000+28.6% | Added |
| Pinnacle Financial Partners Inc | 45,110 | $2.53M | 0.06% | −63−0.1% | Reduced |
| Cresset Asset Management, LLC | 45,223 | $2.53M | 0.02% | +8,056+21.7% | Added |
| Curbstone Financial Management Corp | 45,498 | $2.55M | 0.61% | −3,050−6.3% | Reduced |
| Teacher Retirement System of Texas | 45,576 | $2.55M | 0.02% | −16,678−26.8% | Reduced |
| Schroder Investment Management Group | 46,933 | $2.63M | 0.00% | +2,366+5.3% | Added |
| Kayne Anderson Capital Advisors LP | 47,200 | $2.64M | 0.08% | −12,550−21.0% | Reduced |
| CIBC Private Wealth Group, LLC | 47,309 | $2.65M | 0.01% | +9,276+24.4% | Added |
| Cowen Prime Advisors LLC | 48,250 | $2.70M | 0.93% | −1,900−3.8% | Reduced |
| Ally Financial Inc. | 49,000 | $2.74M | 0.38% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 49,130 | $2.75M | 0.25% | 00.0% | Unchanged |
| Citadel Advisors LLC | 49,168 | $2.75M | 0.00% | −3,572,117−98.6% | Reduced |
| Maryland State Retirement & Pension System | 49,318 | $2.76M | 0.06% | +4,344+9.7% | Added |
| Elo Mutual Pension Insurance Co | 49,604 | $2.78M | 0.08% | +4,911+11.0% | Added |
| Rock Creek Group, LP | 50,000 | $2.80M | 0.41% | +10,000+25.0% | Added |
| Tredje AP-fonden | 52,594 | $2.95M | 0.04% | −6,824−11.5% | Reduced |
| Grand Jean Capital Management Inc | 53,326 | $2.99M | 1.01% | −1,536−2.8% | Reduced |
| British Columbia Investment Management Corp | 54,361 | $3.04M | 0.03% | +4,525+9.1% | Added |
| ArrowMark Colorado Holdings LLC | 54,400 | $3.05M | 0.03% | 00.0% | Unchanged |