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 |
|---|---|---|---|---|---|
| Ossiam | 12,664 | $709.2K | 0.01% | −1,074−7.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 12,611 | $706.2K | 0.01% | +225+1.8% | Added |
| Van Eck Associates Corp | 12,583 | $705.0K | 0.00% | +385+3.2% | Added |
| Gilbert & Cook, Inc. | 12,511 | $700.6K | 0.11% | −1,424−10.2% | Reduced |
| ProVise Management Group, LLC | 12,479 | $698.8K | 0.06% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 12,450 | $697.2K | 0.01% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,420 | $695.5K | 0.04% | +454+3.8% | Added |
| Cetera Investment Advisers | 12,363 | $692.3K | 0.01% | −1,621−11.6% | Reduced |
| Element Pointe Advisors, LLC | 12,348 | $691.5K | 0.22% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 12,289 | $688.2K | 0.03% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 12,216 | $684.1K | 0.05% | +20+0.2% | Added |
| Metis Global Partners, LLC | 12,127 | $679.1K | 0.04% | −2,466−16.9% | Reduced |
| Ensign Peak Advisors, Inc | 12,100 | $677.6K | 0.00% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 12,066 | $675.7K | 0.03% | −28−0.2% | Reduced |
| Canandaigua National Bank & Trust Co | 12,040 | $674.2K | 0.11% | −243−2.0% | Reduced |
| James J. Burns & Company, LLC | 12,013 | $673.0K | 0.17% | 00.0% | Unchanged |
| Triumph Capital Management | 12,015 | $672.8K | 0.30% | +12,015 | New |
| Kestra Private Wealth Services, LLC | 11,698 | $655.1K | 0.02% | +269+2.4% | Added |
| First Pacific Advisors, LP | 11,600 | $649.6K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 11,493 | $643.6K | 0.01% | −365−3.1% | Reduced |
| Oak Thistle LLC | 11,470 | $642.3K | 0.34% | +5,253+84.5% | Added |
| Krilogy Financial LLC | 11,346 | $635.4K | 0.06% | +1,914+20.3% | Added |
| Silvant Capital Management LLC | 11,343 | $635.2K | 0.04% | −18−0.2% | Reduced |
| Spire Wealth Management | 11,241 | $629.5K | 0.02% | −107−0.9% | Reduced |
| Zhang Financial LLC | 11,168 | $625.4K | 0.06% | −150−1.3% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 11,119 | $622.0K | 0.06% | 00.0% | Unchanged |
| National Asset Management, Inc. | 10,970 | $614.3K | 0.01% | −1,209−9.9% | Reduced |
| Financial Management Network Inc | 10,858 | $613.5K | 0.21% | +849+8.5% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 10,937 | $612.5K | 0.20% | +10.0% | Added |
| Boston Private Wealth LLC | 10,911 | $611.0K | 0.01% | −3,773−25.7% | Reduced |
| New York Life Investment Management LLC | 10,880 | $609.3K | 0.01% | +10,880 | New |
| Diversified Trust Co | 10,797 | $604.6K | 0.02% | +1,575+17.1% | Added |
| MAI Capital Management | 10,697 | $599.1K | 0.01% | +26+0.2% | Added |
| D. E. Shaw & Co., Inc. | 10,684 | $598.3K | 0.00% | −34,303−76.3% | Reduced |
| Assenagon Asset Management S.A. | 10,653 | $596.6K | 0.00% | +477+4.7% | Added |
| Toroso Investments, LLC | 10,556 | $591.0K | 0.02% | −4,802−31.3% | Reduced |
| Machina Capital S.A.S. | 10,551 | $590.9K | 0.34% | +6,339+150.5% | Added |
| Paradigm Asset Management Co LLC | 10,454 | $585.4K | 0.16% | +9,000+619.0% | Added |
| Moors & Cabot, Inc. | 10,405 | $582.7K | 0.04% | −324−3.0% | Reduced |
| Guggenheim Capital LLC | 10,386 | $581.6K | 0.00% | +736+7.6% | Added |
| Western Wealth Management, LLC | 10,322 | $578.0K | 0.05% | −260−2.5% | Reduced |
| Wealthcare Advisory Partners LLC | 10,265 | $574.9K | 0.03% | −330−3.1% | Reduced |
| Principal Street Partners, LLC | 10,262 | $574.7K | 0.14% | −145−1.4% | Reduced |
| Bradley Foster & Sargent Inc | 10,250 | $574.0K | 0.01% | −471−4.4% | Reduced |
| Beaumont Financial Advisors, LLC | 10,220 | $572.3K | 0.05% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 10,125 | $567.0K | 0.06% | 00.0% | Unchanged |
| Cipher Capital LP | 10,106 | $565.9K | 0.10% | +10,106 | New |
| Sherbrooke Park Advisers LLC | 10,067 | $563.8K | 0.30% | +4,467+79.8% | Added |
| Equitable Holdings, Inc. | 9,985 | $559.2K | 0.01% | −359−3.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 9,924 | $555.7K | 0.02% | −1,452−12.8% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 9,865 | $552.4K | 0.15% | +535+5.7% | Added |
| RW Investment Management LLC | 9,724 | $544.5K | 0.11% | +24+0.2% | Added |
| Yorktown Management & Research Co Inc | 9,700 | $543.2K | 0.58% | 00.0% | Unchanged |
| Agf Management Ltd | 9,654 | $540.6K | 0.00% | +9,654 | New |
| Rathbone Brothers plc | 9,635 | $539.6K | 0.01% | +635+7.1% | Added |
| Verition Fund Management LLC | 9,542 | $534.4K | 0.01% | +9,542 | New |
| Advisor Resource Council | 9,378 | $525.2K | 0.31% | −3,180−25.3% | Reduced |
| SYSTM Wealth Solutions LLC | 9,325 | $522.2K | 0.07% | +127+1.4% | Added |
| Aries Wealth Management | 9,210 | $515.8K | 0.20% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 9,039 | $506.2K | 0.00% | +1,732+23.7% | Added |
| Mutual Advisors, LLC | 8,952 | $501.3K | 0.02% | −599−6.3% | Reduced |
| Fountainhead AM, LLC | 8,937 | $500.5K | 0.18% | −1,907−17.6% | Reduced |
| Segment Wealth Management, LLC | 8,850 | $495.6K | 0.05% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 8,769 | $491.1K | 0.02% | −241−2.7% | Reduced |
| Fiduciary Group LLC | 8,700 | $487.2K | 0.06% | −858−9.0% | Reduced |
| E&G Advisors, LP | 8,600 | $481.6K | 0.17% | −400−4.4% | Reduced |
| Sawgrass Asset Management LLC | 8,586 | $480.8K | 0.06% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 8,508 | $476.4K | 0.27% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 8,423 | $471.7K | 0.01% | −1,497−15.1% | Reduced |
| Lincoln National Corp | 8,289 | $464.2K | 0.01% | +3,118+60.3% | Added |
| Corsair Capital Management, L.P. | 8,189 | $458.6K | 0.16% | 00.0% | Unchanged |
| Synovus Financial Corp | 8,161 | $457.1K | 0.01% | −384−4.5% | Reduced |
| Banque Cantonale Vaudoise | 8,100 | $453.0K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 8,036 | $450.0K | 0.11% | +8,036 | New |
| Advisory Services Network, LLC | 7,964 | $446.0K | 0.01% | −533−6.3% | Reduced |
| Coldstream Capital Management Inc | 7,918 | $443.4K | 0.01% | −46−0.6% | Reduced |
| Sage Rhino Capital LLC | 7,907 | $442.8K | 0.12% | +30.0% | Added |
| Firethorn Wealth Partners, LLC | 7,897 | $442.2K | 0.33% | −131−1.6% | Reduced |
| Two Sigma Securities, LLC | 7,717 | $432.2K | 0.04% | +7,717 | New |
| Fund Management at Engine No. 1 LLC | 7,529 | $421.6K | 0.08% | +532+7.6% | Added |
| CWM, LLC | 7,517 | $421.0K | 0.00% | +546+7.8% | Added |
| Linscomb & Williams, Inc. | 7,515 | $420.8K | 0.02% | 00.0% | Unchanged |
| Akaris Global Partners, LP | 7,500 | $420.0K | 0.11% | +7,500 | New |
| Glenview Trust Co | 7,465 | $418.0K | 0.01% | +277+3.9% | Added |
| NewEdge Wealth, LLC | 7,345 | $411.3K | 0.01% | −265−3.5% | Reduced |
| Marks Group Wealth Management, Inc | 7,313 | $409.5K | 0.05% | −1,285−14.9% | Reduced |
| American International Group, Inc. | 7,297 | $408.6K | 0.00% | +1,540+26.8% | Added |
| Visionary Wealth Advisors | 7,235 | $405.2K | 0.03% | +281+4.0% | Added |
| Sequoia Financial Advisors, LLC | 7,164 | $401.2K | 0.01% | +552+8.3% | Added |
| Forum Financial Management, LP | 7,151 | $400.5K | 0.01% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 7,146 | $400.2K | 0.07% | +20.0% | Added |
| Yousif Capital Management, LLC | 7,091 | $397.1K | 0.00% | +441+6.6% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 7,085 | $396.8K | 0.03% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 7,001 | $392.0K | 0.04% | −874−11.1% | Reduced |
| Bartlett & Co. LLC | 7,000 | $392.0K | 0.01% | +7,000 | New |
| Bartlett & Co. Wealth Management LLC | 7,000 | $392.0K | 0.01% | +7,000 | New |
| Pathstone Family Office, LLC | 6,925 | $387.8K | 0.01% | −21−0.3% | Reduced |
| Diligent Investors, LLC | 6,893 | $386.0K | 0.11% | 00.0% | Unchanged |
| Old National Bancorp | 6,879 | $385.2K | 0.01% | +15+0.2% | Added |
| Cigna Investments Inc | 6,814 | $382.0K | 0.07% | +741+12.2% | Added |