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 |
|---|---|---|---|---|---|
| Engineers Gate Manager LP | 54,587 | $3.06M | 0.12% | +29,684+119.2% | Added |
| Heron Bay Capital Management | 54,614 | $3.06M | 0.85% | +38,002+228.8% | Added |
| Alps Advisors Inc | 55,750 | $3.12M | 0.03% | −1,850−3.2% | Reduced |
| Sierra Capital LLC | 55,848 | $3.13M | 0.50% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 52,189 | $3.18M | 0.94% | +10.0% | Added |
| Gabelli & Co Investment Advisers, Inc. | 59,500 | $3.33M | 0.56% | +59,500 | New |
| Coastal Bridge Advisors, LLC | 60,035 | $3.36M | 0.82% | −3,980−6.2% | Reduced |
| Consolidated Press International Holdings Ltd | 60,040 | $3.36M | 1.05% | +60,040 | New |
| Gulf International Bank (UK) Ltd | 60,133 | $3.37M | 0.08% | −13,210−18.0% | Reduced |
| Teton Advisors, Inc. | 60,500 | $3.39M | 0.94% | 00.0% | Unchanged |
| Karani Asset Management LLC | 60,851 | $3.41M | 3.44% | −5,195−7.9% | Reduced |
| Sendero Wealth Management, LLC | 62,101 | $3.48M | 0.76% | +17,856+40.4% | Added |
| Amalgamated Bank | 64,019 | $3.58M | 0.03% | +6,374+11.1% | Added |
| D.A. Davidson & Co. | 64,089 | $3.59M | 0.04% | +5,022+8.5% | Added |
| Russell Investments Group, Ltd. | 64,539 | $3.61M | 0.01% | −5,139−7.4% | Reduced |
| Nissay Asset Management Corp | 64,634 | $3.62M | 0.03% | +3,365+5.5% | Added |
| Assetmark, Inc | 64,999 | $3.64M | 0.01% | +8,557+15.2% | Added |
| Close Asset Management Ltd | 65,934 | $3.69M | 0.17% | +6,750+11.4% | Added |
| Janney Montgomery Scott LLC | 67,305 | $3.77M | 0.01% | +758+1.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 67,577 | $3.78M | 0.01% | −865−1.3% | Reduced |
| Saba Capital Management, L.P. | 67,638 | $3.79M | 0.12% | +67,638 | New |
| Neuberger Berman Group LLC | 67,938 | $3.80M | 0.00% | +8,268+13.9% | Added |
| Osborne Partners Capital Management, LLC | 68,710 | $3.85M | 0.28% | +9,140+15.3% | Added |
| Shell Asset Management Co | 69,411 | $3.89M | 0.15% | −917−1.3% | Reduced |
| Janus Henderson Group PLC | 72,067 | $4.04M | 0.00% | −7,313−9.2% | Reduced |
| Beck Mack & Oliver LLC | 72,142 | $4.04M | 0.11% | −250.0% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 73,418 | $4.12M | 0.85% | 00.0% | Unchanged |
| Truist Financial Corp | 73,853 | $4.14M | 0.01% | −10,177−12.1% | Reduced |
| Public Sector Pension Investment Board | 74,741 | $4.19M | 0.03% | +6,000+8.7% | Added |
| Allianz Asset Management GmbH | 74,933 | $4.20M | 0.01% | +2,549+3.5% | Added |
| Menlo Advisors LLC | 76,800 | $4.30M | 2.71% | −800−1.0% | Reduced |
| Beach Investment Counsel Inc | 78,100 | $4.37M | 0.52% | −2,400−3.0% | Reduced |
| Pearl River Capital, LLC | 78,211 | $4.38M | 0.71% | +27,211+53.4% | Added |
| Daiwa Securities Group Inc. | 78,941 | $4.42M | 0.03% | +5,890+8.1% | Added |
| Sterling Investment Advisors, Ltd. | 79,126 | $4.43M | 1.47% | +52+0.1% | Added |
| Captrust Financial Advisors | 79,991 | $4.48M | 0.02% | +34,836+77.1% | Added |
| Alberta Investment Management Corp | 80,200 | $4.49M | 0.04% | 00.0% | Unchanged |
| Rational Advisors LLC | 80,700 | $4.52M | 0.37% | −8,100−9.1% | Reduced |
| Campbell Capital Management Inc | 80,810 | $4.53M | 2.54% | +50,810+169.4% | Added |
| Brinker Capital Investments, LLC | 80,831 | $4.53M | 0.05% | −10,712−11.7% | Reduced |
| Orion Portfolio Solutions, LLC | 80,831 | $4.53M | 0.05% | −10,712−11.7% | Reduced |
| Financial Counselors Inc | 81,037 | $4.54M | 0.09% | −70.0% | Reduced |
| Accuvest Global Advisors | 81,151 | $4.54M | 2.33% | −7,859−8.8% | Reduced |
| American Century Companies Inc | 83,187 | $4.66M | 0.00% | −1,042−1.2% | Reduced |
| Triangle Securities Wealth Management | 83,846 | $4.70M | 1.62% | +1,387+1.7% | Added |
| Brookfield Asset Management Inc. | 84,213 | $4.72M | 0.02% | −51,499−37.9% | Reduced |
| Old Well Partners, LLC | 84,923 | $4.76M | 4.29% | 00.0% | Unchanged |
| F/M Investments LLC | 86,155 | $4.82M | 3.56% | +86,155 | New |
| Price Jennifer C. | 86,155 | $4.82M | 1.66% | +86,155 | New |
| BNP Paribas Arbitrage, SA | 86,650 | $4.85M | 0.01% | −96,200−52.6% | Reduced |
| Commonwealth Equity Services, LLC | 89,742 | $5.03M | 0.01% | −5,108−5.4% | Reduced |
| Texas Yale Capital Corp. | 90,038 | $5.04M | 0.24% | −1,558−1.7% | Reduced |
| Covey Capital Advisors, LLC | 91,047 | $5.10M | 7.39% | −27,543−23.2% | Reduced |
| First Trust Advisors LP | 92,152 | $5.16M | 0.01% | +92,152 | New |
| CI Private Wealth, LLC | 94,833 | $5.31M | 0.01% | −159,322−62.7% | Reduced |
| Public Employees Retirement Association of Colorado | 94,878 | $5.31M | 0.03% | +1,569+1.7% | Added |
| Handelsbanken Fonder AB | 96,836 | $5.42M | 0.03% | +4,953+5.4% | Added |
| KBC Group NV | 97,102 | $5.44M | 0.02% | +11,883+13.9% | Added |
| HighTower Advisors, LLC | 97,433 | $5.45M | 0.01% | +2,337+2.5% | Added |
| Jane Street Group, LLC | 98,597 | $5.52M | 0.01% | +85,810+671.1% | Added |
| PenderFund Capital Management Ltd. | 76,020 | $5.64M | 1.75% | −22,600−22.9% | Reduced |
| EverSource Wealth Advisors, LLC | 101,769 | $5.70M | 0.63% | +211+0.2% | Added |
| Jennison Associates LLC | 108,061 | $6.05M | 0.00% | −26,395−19.6% | Reduced |
| Chickasaw Capital Management LLC | 108,883 | $6.10M | 0.34% | −775−0.7% | Reduced |
| Forsta Ap-Fonden | 108,900 | $6.10M | 0.07% | +6,700+6.6% | Added |
| MYDA Advisors LLC | 110,000 | $6.16M | 2.41% | +100,000+1,000.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 110,211 | $6.17M | 0.03% | −94−0.1% | Reduced |
| Advisor Group Holdings, Inc. | 110,534 | $6.19M | 0.01% | −10,114−8.4% | Reduced |
| Utah Retirement Systems | 110,800 | $6.20M | 0.09% | +9,000+8.8% | Added |
| B & T Capital Management DBA Alpha Capital Management | 136,928 | $6.36M | 1.59% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 113,632 | $6.36M | 1.51% | −731−0.6% | Reduced |
| IFM Investors Pty Ltd | 114,417 | $6.41M | 0.08% | +13,530+13.4% | Added |
| Federation des caisses Desjardins du Quebec | 115,971 | $6.49M | 0.06% | +10,550+10.0% | Added |
| FineMark National Bank & Trust | 117,317 | $6.57M | 0.27% | +95,203+430.5% | Added |
| Lountzis Asset Management, LLC | 107,675 | $6.65M | 3.67% | −2,846−2.6% | Reduced |
| Equitable Trust Co | 120,199 | $6.73M | 0.51% | −1,340−1.1% | Reduced |
| Perennial Advisors, LLC | 122,872 | $6.88M | 1.75% | +272+0.2% | Added |
| Buffington Mohr McNeal | 123,348 | $6.91M | 1.49% | −823−0.7% | Reduced |
| First Republic Investment Management, Inc. | 125,751 | $7.04M | 0.04% | −13,459−9.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 125,825 | $7.05M | 0.12% | +5,880+4.9% | Added |
| GoodHaven Capital Management, LLC | 126,240 | $7.07M | 4.24% | −100−0.1% | Reduced |
| Stephens Inc | 129,299 | $7.24M | 0.13% | +4,578+3.7% | Added |
| Jackson Square Partners, LLC | 129,311 | $7.24M | 0.21% | −42,357−24.7% | Reduced |
| Qube Research & Technologies Ltd | 129,312 | $7.24M | 0.03% | −167,048−56.4% | Reduced |
| Atria Wealth Solutions, Inc. | 129,743 | $7.27M | 0.10% | −8,451−6.1% | Reduced |
| SOL Capital Management CO | 131,625 | $7.37M | 1.12% | +270+0.2% | Added |
| Voya Investment Management LLC | 135,971 | $7.61M | 0.01% | +62,911+86.1% | Added |
| Palisade Capital Management LLC | 136,598 | $7.65M | 0.20% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 136,950 | $7.67M | 0.47% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 137,428 | $7.70M | 0.62% | 00.0% | Unchanged |
| USS Investment Management Ltd | 138,842 | $7.78M | 0.09% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 143,616 | $8.04M | 0.17% | +143,616 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 145,413 | $8.14M | 0.10% | +10,100+7.5% | Added |
| SeaTown Holdings Pte. Ltd. | 146,900 | $8.23M | 1.28% | −31,000−17.4% | Reduced |
| Private Wealth Partners, LLC | 148,615 | $8.32M | 0.77% | +4,679+3.3% | Added |
| Hantz Financial Services, Inc. | 148,647 | $8.32M | 0.21% | +5,556+3.9% | Added |
| Coronation Fund Managers Ltd. | 148,899 | $8.34M | 0.22% | −11,520−7.2% | Reduced |
| Nomura Asset Management Co Ltd | 150,976 | $8.45M | 0.04% | +11,167+8.0% | Added |
| Capital Research Global Investors | 151,824 | $8.50M | 0.00% | +151,824 | New |
| Susquehanna International Group, LLP | 154,927 | $8.68M | 0.01% | −47,424−23.4% | Reduced |