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 |
|---|---|---|---|---|---|
| KBC Group NV | 97,102 | $5.44M | 0.02% | +11,883+13.9% | Added |
| Handelsbanken Fonder AB | 96,836 | $5.42M | 0.03% | +4,953+5.4% | Added |
| Public Employees Retirement Association of Colorado | 94,878 | $5.31M | 0.03% | +1,569+1.7% | Added |
| CI Private Wealth, LLC | 94,833 | $5.31M | 0.01% | −159,322−62.7% | Reduced |
| First Trust Advisors LP | 92,152 | $5.16M | 0.01% | +92,152 | New |
| Covey Capital Advisors, LLC | 91,047 | $5.10M | 7.39% | −27,543−23.2% | Reduced |
| Texas Yale Capital Corp. | 90,038 | $5.04M | 0.24% | −1,558−1.7% | Reduced |
| Commonwealth Equity Services, LLC | 89,742 | $5.03M | 0.01% | −5,108−5.4% | Reduced |
| BNP Paribas Arbitrage, SA | 86,650 | $4.85M | 0.01% | −96,200−52.6% | Reduced |
| 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 |
| Old Well Partners, LLC | 84,923 | $4.76M | 4.29% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 84,213 | $4.72M | 0.02% | −51,499−37.9% | Reduced |
| Triangle Securities Wealth Management | 83,846 | $4.70M | 1.62% | +1,387+1.7% | Added |
| American Century Companies Inc | 83,187 | $4.66M | 0.00% | −1,042−1.2% | Reduced |
| Accuvest Global Advisors | 81,151 | $4.54M | 2.33% | −7,859−8.8% | Reduced |
| Financial Counselors Inc | 81,037 | $4.54M | 0.09% | −70.0% | Reduced |
| 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 |
| Campbell Capital Management Inc | 80,810 | $4.53M | 2.54% | +50,810+169.4% | Added |
| Rational Advisors LLC | 80,700 | $4.52M | 0.37% | −8,100−9.1% | Reduced |
| Alberta Investment Management Corp | 80,200 | $4.49M | 0.04% | 00.0% | Unchanged |
| Captrust Financial Advisors | 79,991 | $4.48M | 0.02% | +34,836+77.1% | Added |
| Sterling Investment Advisors, Ltd. | 79,126 | $4.43M | 1.47% | +52+0.1% | Added |
| Daiwa Securities Group Inc. | 78,941 | $4.42M | 0.03% | +5,890+8.1% | Added |
| Pearl River Capital, LLC | 78,211 | $4.38M | 0.71% | +27,211+53.4% | Added |
| Beach Investment Counsel Inc | 78,100 | $4.37M | 0.52% | −2,400−3.0% | Reduced |
| Menlo Advisors LLC | 76,800 | $4.30M | 2.71% | −800−1.0% | Reduced |
| Allianz Asset Management GmbH | 74,933 | $4.20M | 0.01% | +2,549+3.5% | Added |
| Public Sector Pension Investment Board | 74,741 | $4.19M | 0.03% | +6,000+8.7% | Added |
| Truist Financial Corp | 73,853 | $4.14M | 0.01% | −10,177−12.1% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 73,418 | $4.12M | 0.85% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 72,142 | $4.04M | 0.11% | −250.0% | Reduced |
| Janus Henderson Group PLC | 72,067 | $4.04M | 0.00% | −7,313−9.2% | Reduced |
| Shell Asset Management Co | 69,411 | $3.89M | 0.15% | −917−1.3% | Reduced |
| Osborne Partners Capital Management, LLC | 68,710 | $3.85M | 0.28% | +9,140+15.3% | Added |
| Neuberger Berman Group LLC | 67,938 | $3.80M | 0.00% | +8,268+13.9% | Added |
| Saba Capital Management, L.P. | 67,638 | $3.79M | 0.12% | +67,638 | New |
| Raymond James Financial Services Advisors, Inc. | 67,577 | $3.78M | 0.01% | −865−1.3% | Reduced |
| Janney Montgomery Scott LLC | 67,305 | $3.77M | 0.01% | +758+1.1% | Added |
| Close Asset Management Ltd | 65,934 | $3.69M | 0.17% | +6,750+11.4% | Added |
| Assetmark, Inc | 64,999 | $3.64M | 0.01% | +8,557+15.2% | Added |
| Nissay Asset Management Corp | 64,634 | $3.62M | 0.03% | +3,365+5.5% | Added |
| Russell Investments Group, Ltd. | 64,539 | $3.61M | 0.01% | −5,139−7.4% | Reduced |
| D.A. Davidson & Co. | 64,089 | $3.59M | 0.04% | +5,022+8.5% | Added |
| Amalgamated Bank | 64,019 | $3.58M | 0.03% | +6,374+11.1% | Added |
| Sendero Wealth Management, LLC | 62,101 | $3.48M | 0.76% | +17,856+40.4% | Added |
| Karani Asset Management LLC | 60,851 | $3.41M | 3.44% | −5,195−7.9% | Reduced |
| Teton Advisors, Inc. | 60,500 | $3.39M | 0.94% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 60,133 | $3.37M | 0.08% | −13,210−18.0% | Reduced |
| Consolidated Press International Holdings Ltd | 60,040 | $3.36M | 1.05% | +60,040 | New |
| Coastal Bridge Advisors, LLC | 60,035 | $3.36M | 0.82% | −3,980−6.2% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 59,500 | $3.33M | 0.56% | +59,500 | New |
| Waterfront Wealth Inc. | 52,189 | $3.18M | 0.94% | +10.0% | Added |
| Sierra Capital LLC | 55,848 | $3.13M | 0.50% | 00.0% | Unchanged |
| Alps Advisors Inc | 55,750 | $3.12M | 0.03% | −1,850−3.2% | Reduced |
| Heron Bay Capital Management | 54,614 | $3.06M | 0.85% | +38,002+228.8% | Added |
| Engineers Gate Manager LP | 54,587 | $3.06M | 0.12% | +29,684+119.2% | Added |
| ArrowMark Colorado Holdings LLC | 54,400 | $3.05M | 0.03% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 54,361 | $3.04M | 0.03% | +4,525+9.1% | Added |
| Grand Jean Capital Management Inc | 53,326 | $2.99M | 1.01% | −1,536−2.8% | Reduced |
| Tredje AP-fonden | 52,594 | $2.95M | 0.04% | −6,824−11.5% | Reduced |
| Rock Creek Group, LP | 50,000 | $2.80M | 0.41% | +10,000+25.0% | Added |
| Elo Mutual Pension Insurance Co | 49,604 | $2.78M | 0.08% | +4,911+11.0% | Added |
| Maryland State Retirement & Pension System | 49,318 | $2.76M | 0.06% | +4,344+9.7% | Added |
| Citadel Advisors LLC | 49,168 | $2.75M | 0.00% | −3,572,117−98.6% | Reduced |
| Cacti Asset Management LLC | 49,130 | $2.75M | 0.25% | 00.0% | Unchanged |
| Ally Financial Inc. | 49,000 | $2.74M | 0.38% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 48,250 | $2.70M | 0.93% | −1,900−3.8% | Reduced |
| CIBC Private Wealth Group, LLC | 47,309 | $2.65M | 0.01% | +9,276+24.4% | Added |
| Kayne Anderson Capital Advisors LP | 47,200 | $2.64M | 0.08% | −12,550−21.0% | Reduced |
| Schroder Investment Management Group | 46,933 | $2.63M | 0.00% | +2,366+5.3% | Added |
| Teacher Retirement System of Texas | 45,576 | $2.55M | 0.02% | −16,678−26.8% | Reduced |
| Curbstone Financial Management Corp | 45,498 | $2.55M | 0.61% | −3,050−6.3% | Reduced |
| Cresset Asset Management, LLC | 45,223 | $2.53M | 0.02% | +8,056+21.7% | Added |
| Pinnacle Financial Partners Inc | 45,110 | $2.53M | 0.06% | −63−0.1% | Reduced |
| 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 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 44,594 | $2.50M | 0.04% | +5,495+14.1% | Added |
| Tudor Investment Corp Et Al | 44,440 | $2.49M | 0.04% | +44,440 | New |
| Legacy Capital Wealth Partners, LLC | 44,367 | $2.48M | 2.06% | +44,367 | New |
| O'Rourke & Company, Inc | 44,067 | $2.47M | 1.73% | +896+2.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 44,078 | $2.47M | 0.09% | −831−1.9% | Reduced |
| Northwest & Ethical Investments L.P. | 41,401 | $2.32M | 0.07% | −741−1.8% | Reduced |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 40,000 | $2.24M | 0.12% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 39,937 | $2.24M | 0.07% | −21,567−35.1% | Reduced |
| Sawtooth Solutions, LLC | 39,930 | $2.24M | 0.06% | −21,948−35.5% | Reduced |
| Nordea Investment Management AB | 39,643 | $2.24M | 0.00% | +4,687+13.4% | Added |
| Connable Office Inc | 39,888 | $2.23M | 0.31% | 00.0% | Unchanged |
| Xponance, Inc. | 39,494 | $2.21M | 0.03% | +19,228+94.9% | Added |
| Rothschild Investment Corp | 39,003 | $2.18M | 0.18% | −1,064−2.7% | Reduced |
| Intech Investment Management LLC | 37,394 | $2.09M | 0.02% | −25,501−40.5% | Reduced |
| Cetera Advisor Networks LLC | 37,018 | $2.07M | 0.01% | +247+0.7% | Added |
| Candriam Luxembourg S.C.A. | 36,992 | $2.07M | 0.01% | −31,157−45.7% | Reduced |
| Gateway Investment Advisers LLC | 36,921 | $2.07M | 0.02% | −142,677−79.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 36,433 | $2.04M | 0.01% | −6,894−15.9% | Reduced |
| Andra AP-fonden | 36,000 | $2.02M | 0.05% | +2,200+6.5% | Added |
| Guardian Wealth Management, Inc. | 35,873 | $2.01M | 1.83% | −1,094−3.0% | Reduced |
| Franklin Resources Inc | 35,724 | $2.00M | 0.00% | −12,063−25.2% | Reduced |
| Avitas Wealth Management LLC | 35,639 | $2.00M | 0.36% | −102−0.3% | Reduced |