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 |
|---|---|---|---|---|---|
| TD Asset Management Inc | 1,037,500 | $58.1M | 0.07% | −22,830−2.2% | Reduced |
| Balyasny Asset Management LLC | 1,040,737 | $58.3M | 0.16% | +76,092+7.9% | Added |
| Raymond James & Associates | 1,048,235 | $58.7M | 0.05% | +19,480+1.9% | Added |
| Amundi | 1,055,435 | $59.6M | 0.03% | −7,056−0.7% | Reduced |
| California Public Employees Retirement System | 1,121,142 | $62.8M | 0.05% | +30,780+2.8% | Added |
| Zurich Insurance Group Ltd | 1,162,721 | $65.1M | 0.68% | −93,646−7.5% | Reduced |
| Barclays PLC | 1,163,367 | $65.1M | 0.04% | +372,148+47.0% | Added |
| Dimensional Fund Advisors LP | 1,179,332 | $66.0M | 0.02% | +11,819+1.0% | Added |
| Credit Suisse AG | 1,196,783 | $67.0M | 0.07% | +16,890+1.4% | Added |
| Wellington Management Group LLP | 1,277,704 | $71.6M | 0.01% | +1,008,309+374.3% | Added |
| Lord, Abbett & Co. LLC | 1,279,495 | $71.7M | 0.25% | +3,260+0.3% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 1,449,023 | $81.1M | 0.97% | +22,000+1.5% | Added |
| Egerton Capital (UK) LLP | 1,451,887 | $81.3M | 0.84% | −2,399,841−62.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,455,936 | $81.5M | 0.06% | −84,510−5.5% | Reduced |
| Goldman Sachs Group Inc | 1,512,028 | $84.7M | 0.02% | −1,772,232−54.0% | Reduced |
| Putnam Investments LLC | 1,560,992 | $87.4M | 0.13% | −21,806−1.4% | Reduced |
| UBS Asset Management Americas Inc | 1,720,817 | $90.4M | 0.04% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,669,175 | $93.5M | 0.11% | −651,374−28.1% | Reduced |
| Meitav Dash Investments Ltd | 1,747,866 | $97.9M | 0.79% | +871,657+99.5% | Added |
| Wells Fargo & Company | 1,758,220 | $98.5M | 0.03% | −141,176−7.4% | Reduced |
| Ameriprise Financial Inc | 1,812,766 | $101.5M | 0.03% | +144,055+8.6% | Added |
| JPMorgan Chase & Co | 1,826,534 | $102.3M | 0.01% | +279,057+18.0% | Added |
| Samlyn Capital, LLC | 1,890,077 | $105.8M | 1.84% | −104,154−5.2% | Reduced |
| Millennium Management LLC | 1,935,976 | $108.4M | 0.11% | +1,609,372+492.8% | Added |
| Junto Capital Management LP | 1,945,071 | $108.9M | 2.76% | +740,332+61.5% | Added |
| Charles Schwab Investment Management Inc | 2,173,840 | $121.7M | 0.03% | +74,360+3.5% | Added |
| Nuveen Asset Management, LLC | 2,186,558 | $122.4M | 0.04% | +552,909+33.8% | Added |
| Eminence Capital, LP | 2,233,337 | $125.1M | 2.25% | −385,926−14.7% | Reduced |
| Blacksheep Fund Management Ltd | 2,297,734 | $128.7M | 40.92% | 00.0% | Unchanged |
| Ci Investments Inc. | 2,318,296 | $129.8M | 0.65% | −618,993−21.1% | Reduced |
| Bank of New York Mellon Corp | 2,355,802 | $131.9M | 0.03% | +46,458+2.0% | Added |
| Kempen Capital Management N.V. | 2,540,320 | $142.3M | 2.56% | +273,320+12.1% | Added |
| Brown Advisory Inc | 3,259,983 | $182.6M | 0.29% | −1,829−0.1% | Reduced |
| Northern Trust Corp | 3,973,284 | $222.5M | 0.04% | +123,705+3.2% | Added |
| Darsana Capital Partners LP | 4,000,000 | $224.0M | 14.45% | +4,000,000 | New |
| Morgan Stanley | 4,155,891 | $232.7M | 0.02% | +169,334+4.2% | Added |
| Legal & General Group Plc | 5,444,658 | $304.9M | 0.10% | +115,150+2.2% | Added |
| FMR LLC | 6,545,762 | $366.6M | 0.03% | +20,151+0.3% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 6,564,382 | $367.6M | 3.37% | 00.0% | Unchanged |
| Norges Bank | 7,054,561 | $395.1M | 0.08% | +893,043+14.5% | Added |
| Bank of America Corp | 7,443,357 | $416.8M | 0.05% | −832,275−10.1% | Reduced |
| Vulcan Value Partners, LLC | 8,037,780 | $450.2M | 5.65% | −377,134−4.5% | Reduced |
| Geode Capital Management, LLC | 8,154,675 | $455.8M | 0.05% | +455,361+5.9% | Added |
| First Manhattan Co | 8,729,853 | $483.7M | 1.77% | +322,299+3.8% | Added |
| Diamond Hill Capital Management Inc | 9,581,128 | $536.5M | 2.41% | −155,884−1.6% | Reduced |
| Massachusetts Financial Services Co | 10,083,037 | $564.7M | 0.19% | +130,573+1.3% | Added |
| Capital World Investors | 10,674,424 | $597.8M | 0.11% | +279,092+2.7% | Added |
| State Street Corp | 11,686,818 | $654.5M | 0.03% | +651,877+5.9% | Added |
| Manufacturers Life Insurance Company, The | 12,822,525 | $718.1M | 0.40% | −1,044,940−7.5% | Reduced |
| Invesco Ltd. | 13,080,592 | $732.5M | 0.19% | +1,583,926+13.8% | Added |
| Akre Capital Management LLCSuperinvestorAkre Capital Management | 15,233,868 | $853.1M | 7.11% | +57,500+0.4% | Added |
| ValueAct Holdings, L.P.SuperinvestorValueAct Capital | 20,535,233 | $1.15B | 17.88% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 22,855,921 | $1.28B | 0.87% | −3,614,496−13.7% | Reduced |
| Principal Financial Group Inc | 24,221,521 | $1.36B | 0.93% | −709,426−2.8% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 29,160,310 | $1.63B | 3.07% | +2,503,509+9.4% | Added |
| BlackRock Inc. | 36,721,323 | $2.06B | 0.06% | +1,881,997+5.4% | Added |
| Vanguard Group Inc | 39,466,139 | $2.21B | 0.05% | +40,918+0.1% | Added |
| Capital International Investors | 39,745,944 | $2.23B | 0.54% | −2,126,831−5.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −1,154,000−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −667,392−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −362,584−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −227,978−100.0% | Sold out |
| Alta Fox Capital Management, LLC | 0 | $0 | 0.00% | −133,460−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −121,826−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −95,900−100.0% | Sold out |
| Global Endowment Management, LP | 0 | $0 | 0.00% | −74,017−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −58,277−100.0% | Sold out |
| Chai Trust Co LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Greenline Partners, LLC | 0 | $0 | 0.00% | −30,411−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −29,245−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −21,266−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −18,749−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −18,050−100.0% | Sold out |
| Professional Financial Advisors, LLC | 0 | $0 | 0.00% | −16,117−100.0% | Sold out |
| Roundview Capital LLC | 0 | $0 | 0.00% | −17,837−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −16,778−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| State of Alaska, Department of Revenue | 0 | $0 | 0.00% | −14,412−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −14,221−100.0% | Sold out |
| Basso Capital Management, L.P. | 0 | $0 | 0.00% | −14,200−100.0% | Sold out |
| Exos TFP Holdings LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −8,859−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −9,242−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −6,584−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −6,291−100.0% | Sold out |
| Cloverfields Capital Group, LP | 0 | $0 | 0.00% | −6,196−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −5,927−100.0% | Sold out |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −5,375−100.0% | Sold out |
| Capital Planning Advisors, LLC | 0 | $0 | 0.00% | −4,983−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −4,782−100.0% | Sold out |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −4,625−100.0% | Sold out |
| Compton Capital Management Inc | 0 | $0 | 0.00% | −4,450−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −4,292−100.0% | Sold out |
| Hudson Value Partners, LLC | 0 | $0 | 0.00% | −4,015−100.0% | Sold out |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −3,949−100.0% | Sold out |
| Masso Torrence Wealth Management Inc. | 0 | $0 | 0.00% | −3,908−100.0% | Sold out |
| Financial Architects, Inc | 0 | $0 | 0.00% | −3,879−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −3,823−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −3,680−100.0% | Sold out |