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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 354,276 | $19.8M | 0.05% | +23,633+7.1% | Added |
| National Bank of Canada | 353,803 | $19.5M | 0.04% | +306,255+644.1% | Added |
| State of New Jersey Common Pension Fund D | 347,784 | $19.5M | 0.07% | +14,594+4.4% | Added |
| Colony Group LLC | 337,573 | $18.9M | 0.27% | +8,323+2.5% | Added |
| Callodine Capital Management, LP | 329,321 | $18.4M | 5.30% | −20,679−5.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 327,672 | $18.3M | 0.05% | −50,965−13.5% | Reduced |
| State of Wisconsin Investment Board | 313,899 | $17.6M | 0.05% | +17,190+5.8% | Added |
| Squarepoint Ops LLC | 313,808 | $17.6M | 0.10% | +298,952+2,012.3% | Added |
| BBR Partners, LLC | 306,658 | $17.2M | 1.90% | −1,346−0.4% | Reduced |
| SEI Investments Co | 306,658 | $17.2M | 0.03% | −60,302−16.4% | Reduced |
| Bollard Group LLC | 301,420 | $16.9M | 0.57% | +618+0.2% | Added |
| Twinbeech Capital LP | 298,788 | $16.7M | 0.33% | +187,683+168.9% | Added |
| Public Employees Retirement System of Ohio | 292,411 | $16.4M | 0.07% | +7,974+2.8% | Added |
| Alliancebernstein L.P. | 282,398 | $15.8M | 0.01% | +20,849+8.0% | Added |
| Treasurer of the State of North Carolina | 282,385 | $15.8M | 0.08% | +32,270+12.9% | Added |
| FIL Ltd | 273,465 | $15.3M | 0.02% | −43,656−13.8% | Reduced |
| Jackson Hill Advisors, LLC | 264,000 | $14.8M | 10.38% | +6,000+2.3% | Added |
| Capital Group Investment Management Pte. Ltd. | 251,000 | $14.1M | 0.70% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 249,681 | $14.0M | 0.28% | −53,100−17.5% | Reduced |
| Asset Management One Co.,Ltd. | 249,293 | $14.0M | 0.06% | +11,553+4.9% | Added |
| Capital International Inc | 248,870 | $13.9M | 0.25% | +23,652+10.5% | Added |
| Victory Capital Management Inc | 247,226 | $13.8M | 0.02% | −2,676−1.1% | Reduced |
| Global Frontier Investments LLC | 241,000 | $13.5M | 5.91% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 240,063 | $13.4M | 0.99% | +240,063 | New |
| Aryeh Capital Management Ltd. | 239,800 | $13.4M | 9.90% | 00.0% | Unchanged |
| Crescent Park Management, L.P. | 238,566 | $13.4M | 3.95% | +1,719+0.7% | Added |
| LPL Financial LLC | 238,104 | $13.3M | 0.01% | −130.0% | Reduced |
| Matthew 25 Management Corp | 235,000 | $13.2M | 4.86% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 233,499 | $13.1M | 0.03% | +3,861+1.7% | Added |
| Cerity Partners LLC | 229,236 | $12.8M | 0.05% | +2,719+1.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 223,889 | $12.5M | 0.03% | +30,655+15.9% | Added |
| Adell Harriman & Carpenter Inc | 221,667 | $12.5M | 1.27% | +2,785+1.3% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 223,206 | $12.5M | 0.08% | +14,841+7.1% | Added |
| Canada Pension Plan Investment Board | 222,760 | $12.5M | 0.02% | −29,414−11.7% | Reduced |
| DnB Asset Management AS | 219,424 | $12.3M | 0.07% | −2,624−1.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 215,000 | $12.0M | 0.26% | +215,000 | New |
| Storebrand Asset Management AS | 214,003 | $12.0M | 0.05% | +3,287+1.6% | Added |
| Zuckerman Investment Group, LLC | 212,978 | $11.9M | 1.71% | −724−0.3% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 207,182 | $11.6M | 0.83% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 204,894 | $11.5M | 0.04% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 203,206 | $11.4M | 0.24% | −88,983−30.5% | Reduced |
| Prana Capital Management, LP | 202,009 | $11.3M | 0.76% | +202,009 | New |
| Punch & Associates Investment Management, Inc. | 201,702 | $11.3M | 0.69% | −170−0.1% | Reduced |
| Caldwell Investment Management Ltd. | 200,000 | $11.2M | 8.46% | 00.0% | Unchanged |
| Pictet Asset Management SA | 199,734 | $11.2M | 0.01% | +3,847+2.0% | Added |
| Schonfeld Strategic Advisors LLC | 196,540 | $11.0M | 0.10% | +196,540 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 188,270 | $10.5M | 0.05% | +53,680+39.9% | Added |
| The PNC Financial Services Group, Inc. | 185,612 | $10.4M | 0.01% | −9,816−5.0% | Reduced |
| HSBC Holdings PLC | 185,244 | $10.4M | 0.01% | −45,835−19.8% | Reduced |
| Newport Capital Group, LLC | 220,182 | $10.2M | 5.13% | +150.0% | Added |
| Cinctive Capital Management LP | 179,821 | $10.1M | 0.39% | +179,821 | New |
| Rovida Advisors Inc. | 175,000 | $9.80M | 4.27% | +23,673+15.6% | Added |
| Levin Capital Strategies, L.P. | 173,116 | $9.69M | 1.12% | +600+0.3% | Added |
| Arizona State Retirement System | 172,301 | $9.65M | 0.08% | +19,473+12.7% | Added |
| Adirondack Retirement Specialists, Inc. | 170,291 | $9.54M | 7.48% | −34,489−16.8% | Reduced |
| Citigroup Inc | 169,491 | $9.49M | 0.01% | −39,417−18.9% | Reduced |
| North Star Investment Management Corp. | 163,131 | $9.14M | 0.74% | −411−0.3% | Reduced |
| Toronto Dominion Bank | 158,681 | $8.88M | 0.01% | +8,184+5.4% | Added |
| Susquehanna International Group, LLP | 154,927 | $8.68M | 0.01% | −47,424−23.4% | Reduced |
| Capital Research Global Investors | 151,824 | $8.50M | 0.00% | +151,824 | New |
| Nomura Asset Management Co Ltd | 150,976 | $8.45M | 0.04% | +11,167+8.0% | Added |
| Coronation Fund Managers Ltd. | 148,899 | $8.34M | 0.22% | −11,520−7.2% | Reduced |
| Hantz Financial Services, Inc. | 148,647 | $8.32M | 0.21% | +5,556+3.9% | Added |
| Private Wealth Partners, LLC | 148,615 | $8.32M | 0.77% | +4,679+3.3% | Added |
| SeaTown Holdings Pte. Ltd. | 146,900 | $8.23M | 1.28% | −31,000−17.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 145,413 | $8.14M | 0.10% | +10,100+7.5% | Added |
| Jefferies Financial Group Inc. | 143,616 | $8.04M | 0.17% | +143,616 | New |
| USS Investment Management Ltd | 138,842 | $7.78M | 0.09% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 137,428 | $7.70M | 0.62% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 136,950 | $7.67M | 0.47% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 136,598 | $7.65M | 0.20% | 00.0% | Unchanged |
| Voya Investment Management LLC | 135,971 | $7.61M | 0.01% | +62,911+86.1% | Added |
| SOL Capital Management CO | 131,625 | $7.37M | 1.12% | +270+0.2% | Added |
| Atria Wealth Solutions, Inc. | 129,743 | $7.27M | 0.10% | −8,451−6.1% | Reduced |
| Qube Research & Technologies Ltd | 129,312 | $7.24M | 0.03% | −167,048−56.4% | Reduced |
| Jackson Square Partners, LLC | 129,311 | $7.24M | 0.21% | −42,357−24.7% | Reduced |
| Stephens Inc | 129,299 | $7.24M | 0.13% | +4,578+3.7% | Added |
| GoodHaven Capital Management, LLC | 126,240 | $7.07M | 4.24% | −100−0.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 125,825 | $7.05M | 0.12% | +5,880+4.9% | Added |
| First Republic Investment Management, Inc. | 125,751 | $7.04M | 0.04% | −13,459−9.7% | Reduced |
| Buffington Mohr McNeal | 123,348 | $6.91M | 1.49% | −823−0.7% | Reduced |
| Perennial Advisors, LLC | 122,872 | $6.88M | 1.75% | +272+0.2% | Added |
| Equitable Trust Co | 120,199 | $6.73M | 0.51% | −1,340−1.1% | Reduced |
| Lountzis Asset Management, LLC | 107,675 | $6.65M | 3.67% | −2,846−2.6% | Reduced |
| FineMark National Bank & Trust | 117,317 | $6.57M | 0.27% | +95,203+430.5% | Added |
| Federation des caisses Desjardins du Quebec | 115,971 | $6.49M | 0.06% | +10,550+10.0% | Added |
| IFM Investors Pty Ltd | 114,417 | $6.41M | 0.08% | +13,530+13.4% | Added |
| Mirador Capital Partners LP | 113,632 | $6.36M | 1.51% | −731−0.6% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 136,928 | $6.36M | 1.59% | 00.0% | Unchanged |
| Utah Retirement Systems | 110,800 | $6.20M | 0.09% | +9,000+8.8% | Added |
| Advisor Group Holdings, Inc. | 110,534 | $6.19M | 0.01% | −10,114−8.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 110,211 | $6.17M | 0.03% | −94−0.1% | Reduced |
| MYDA Advisors LLC | 110,000 | $6.16M | 2.41% | +100,000+1,000.0% | Added |
| Forsta Ap-Fonden | 108,900 | $6.10M | 0.07% | +6,700+6.6% | Added |
| Chickasaw Capital Management LLC | 108,883 | $6.10M | 0.34% | −775−0.7% | Reduced |
| Jennison Associates LLC | 108,061 | $6.05M | 0.00% | −26,395−19.6% | Reduced |
| EverSource Wealth Advisors, LLC | 101,769 | $5.70M | 0.63% | +211+0.2% | Added |
| PenderFund Capital Management Ltd. | 76,020 | $5.64M | 1.75% | −22,600−22.9% | Reduced |
| Jane Street Group, LLC | 98,597 | $5.52M | 0.01% | +85,810+671.1% | Added |
| HighTower Advisors, LLC | 97,433 | $5.45M | 0.01% | +2,337+2.5% | Added |