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 |
|---|---|---|---|---|---|
| Ingalls & Snyder LLC | 34,535 | $1.93M | 0.09% | 00.0% | Unchanged |
| Sabal Trust CO | 33,865 | $1.90M | 0.12% | +33,865 | New |
| Royce & Associates LP | 33,646 | $1.88M | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 33,517 | $1.88M | 0.02% | −5,697−14.5% | Reduced |
| Larson Financial Group LLC | 33,495 | $1.88M | 0.19% | +207+0.6% | Added |
| RiverPark Advisors, LLC | 33,426 | $1.87M | 1.72% | −1,997−5.6% | Reduced |
| Chicago Partners Investment Group LLC | 31,443 | $1.85M | 0.10% | +5,135+19.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 32,982 | $1.85M | 0.00% | +4,977+17.8% | Added |
| US Bancorp | 32,628 | $1.83M | 0.00% | −361−1.1% | Reduced |
| Creative Planning | 31,886 | $1.79M | 0.00% | +4,954+18.4% | Added |
| HBK Sorce Advisory LLC | 31,723 | $1.78M | 0.08% | −21−0.1% | Reduced |
| Mackenzie Financial Corp | 31,022 | $1.75M | 0.00% | −1,325−4.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 31,240 | $1.75M | 0.06% | +31,240 | New |
| TD Waterhouse Canada Inc. | 30,431 | $1.74M | 0.02% | −2,098−6.4% | Reduced |
| Vestcor Inc | 30,597 | $1.71M | 0.06% | 00.0% | Unchanged |
| Vetamer Capital Management, L.P. | 30,495 | $1.71M | 2.64% | −2,929−8.8% | Reduced |
| Proficio Capital Partners LLC | 30,451 | $1.71M | 0.23% | −23,964−44.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 29,975 | $1.68M | 0.04% | 00.0% | Unchanged |
| CenterBook Partners LP | 29,718 | $1.66M | 0.21% | +5,697+23.7% | Added |
| Northwestern Mutual Wealth Management Co | 29,625 | $1.66M | 0.00% | +1,143+4.0% | Added |
| Wesbanco Bank Inc | 29,421 | $1.65M | 0.07% | −4,556−13.4% | Reduced |
| Barr E S & Co | 29,275 | $1.64M | 0.12% | −1,100−3.6% | Reduced |
| InterOcean Capital Group, LLC | 28,847 | $1.62M | 0.05% | +347+1.2% | Added |
| Capital Analysts, LLC | 29,950 | $1.61M | 0.09% | +4,712+18.7% | Added |
| Okabena Investment Services Inc | 27,533 | $1.54M | 1.13% | −13,059−32.2% | Reduced |
| Prudential Financial Inc | 32,602 | $1.52M | 0.00% | −143,307−81.5% | Reduced |
| Byrne Asset Management LLC | 27,146 | $1.52M | 0.99% | −35−0.1% | Reduced |
| Gotham Asset Management, LLC | 27,134 | $1.52M | 0.03% | −1,230−4.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 27,068 | $1.52M | 0.16% | −2,827−9.5% | Reduced |
| Aaron Wealth Advisors | 26,663 | $1.49M | 0.19% | +145+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 26,614 | $1.49M | 0.02% | −484−1.8% | Reduced |
| Regions Financial Corp | 26,211 | $1.47M | 0.01% | +20,662+372.4% | Added |
| Atria Investments LLC | 25,821 | $1.45M | 0.03% | +25,821 | New |
| McKinley Capital Management LLC /Delaware | 25,207 | $1.41M | 0.19% | +213+0.9% | Added |
| Bridgewater Associates, LP | 24,410 | $1.37M | 0.01% | +24,410 | New |
| Kovitz Investment Group Partners, LLC | 24,281 | $1.36M | 0.02% | −27,445−53.1% | Reduced |
| Clearstead Advisors, LLC | 24,089 | $1.35M | 0.08% | +24,021+35,325.0% | Added |
| TownSquare Capital, LLC | 24,044 | $1.35M | 0.02% | +6,983+40.9% | Added |
| Aviva PLC | 23,796 | $1.33M | 0.01% | −548,872−95.8% | Reduced |
| MML Investors Services, LLC | 23,556 | $1.32M | 0.01% | +3,922+20.0% | Added |
| Checchi Capital Advisers, LLC | 23,425 | $1.31M | 0.12% | +187+0.8% | Added |
| Integrated Advisors Network LLC | 23,423 | $1.31M | 0.08% | −2,107−8.3% | Reduced |
| Private Advisor Group, LLC | 22,800 | $1.30M | 0.01% | −12,802−36.0% | Reduced |
| Prudential PLC | 22,990 | $1.29M | 0.02% | +2,769+13.7% | Added |
| Riverpark Capital Management LLC | 22,656 | $1.27M | 2.25% | 00.0% | Unchanged |
| AXS Investments LLC | 22,452 | $1.26M | 0.34% | +22,452 | New |
| CIBC Asset Management Inc | 22,245 | $1.25M | 0.00% | +13+0.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 22,135 | $1.24M | 0.03% | +2,969+15.5% | Added |
| Bray Capital Advisors | 21,920 | $1.23M | 0.37% | −2,730−11.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,505 | $1.16M | 0.02% | +7,907+62.8% | Added |
| Lee Danner & Bass Inc | 20,721 | $1.16M | 0.10% | −479−2.3% | Reduced |
| Oxford Financial Group Ltd | 20,588 | $1.15M | 0.11% | −1,927−8.6% | Reduced |
| Cross Staff Investments Inc | 20,347 | $1.14M | 1.05% | −1,679−7.6% | Reduced |
| Pinnacle Associates Ltd | 20,103 | $1.13M | 0.02% | −8,634−30.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 19,986 | $1.12M | 0.02% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 19,960 | $1.12M | 0.11% | −38,663−66.0% | Reduced |
| Bessemer Group Inc | 19,781 | $1.11M | 0.00% | +16,781+559.4% | Added |
| APG Asset Management N.V. | 21,256 | $1.09M | 0.00% | −2,770−11.5% | Reduced |
| MetLife Investment Management | 19,416 | $1.09M | 0.01% | +7,567+63.9% | Added |
| IFP Advisors, Inc | 40,653 | $1.05M | 0.05% | −1,116−2.7% | Reduced |
| Baader Bank INC | 18,747 | $1.05M | 0.09% | −132−0.7% | Reduced |
| Seven Post Investment Office LP | 18,700 | $1.05M | 0.32% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 18,707 | $1.05M | 0.03% | +2,344+14.3% | Added |
| Ar Asset Management Inc | 18,000 | $1.01M | 0.27% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 17,558 | $983.3K | 0.05% | +953+5.7% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 17,467 | $980.5K | 0.75% | 00.0% | Unchanged |
| Blair William & Co | 17,485 | $979.2K | 0.00% | +5,710+48.5% | Added |
| Next Capital Management LLC | 17,483 | $979.0K | 0.45% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 17,448 | $977.0K | 0.00% | −1,214−6.5% | Reduced |
| Franklin Street Advisors Inc | 17,375 | $973.0K | 0.08% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 17,368 | $972.6K | 0.00% | +431+2.5% | Added |
| Quadrature Capital Ltd | 17,237 | $965.4K | 0.02% | +17,237 | New |
| Southeast Asset Advisors Inc. | 17,167 | $961.4K | 0.14% | −1,034−5.7% | Reduced |
| M&T Bank Corp | 16,620 | $931.2K | 0.00% | −9,203−35.6% | Reduced |
| Vinva Investment Management Ltd | 16,094 | $900.5K | 0.08% | −3,066−16.0% | Reduced |
| Essex Financial Services, Inc. | 15,872 | $888.8K | 0.10% | −126−0.8% | Reduced |
| River & Mercantile Asset Management LLP | 15,661 | $877.0K | 0.17% | 00.0% | Unchanged |
| Lansing Street Advisors | 15,484 | $867.1K | 0.50% | +46+0.3% | Added |
| Curated Wealth Partners LLC | 15,252 | $854.1K | 0.17% | −201−1.3% | Reduced |
| Independent Advisor Alliance | 15,135 | $847.6K | 0.04% | −395−2.5% | Reduced |
| Walter & Keenan Financial Consulting Co | 14,626 | $819.1K | 0.30% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 14,337 | $803.0K | 0.00% | +54+0.4% | Added |
| J.W. Cole Advisors, Inc. | 14,211 | $795.8K | 0.06% | +234+1.7% | Added |
| Epoch Investment Partners, Inc. | 14,114 | $790.4K | 0.00% | −1,755−11.1% | Reduced |
| AE Wealth Management LLC | 14,092 | $789.1K | 0.00% | +323+2.3% | Added |
| First National Bank Sioux Falls | 14,027 | $785.5K | 0.50% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 14,008 | $784.4K | 0.05% | +1,379+10.9% | Added |
| Keybank National Association | 14,002 | $784.1K | 0.00% | −713−4.8% | Reduced |
| Level Four Advisory Services, LLC | 13,925 | $779.8K | 0.05% | −2,859−17.0% | Reduced |
| Chemistry Wealth Management LLC | 13,877 | $777.1K | 0.25% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 13,752 | $770.1K | 0.03% | +652+5.0% | Added |
| Kraematon Investment Advisors, Inc | 13,627 | $763.1K | 0.84% | +16+0.1% | Added |
| Douglas Lane & Associates, LLC | 13,553 | $759.0K | 0.01% | −600−4.2% | Reduced |
| Guardian Investment Management | 13,500 | $756.0K | 0.65% | −250−1.8% | Reduced |
| Harbor Capital Advisors, Inc. | 13,475 | $754.6K | 0.15% | +212+1.6% | Added |
| Commerce Bank | 13,190 | $738.6K | 0.01% | +389+3.0% | Added |
| CFM Wealth Partners LLC | 12,977 | $726.7K | 0.18% | −276−2.1% | Reduced |
| Red Door Wealth Management, LLC | 12,924 | $723.7K | 0.16% | +12,924 | New |
| Moody National Bank Trust Division | 12,740 | $713.4K | 0.05% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 12,729 | $712.8K | 0.05% | −16−0.1% | Reduced |