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 |
|---|---|---|---|---|---|
| Jessup Wealth Management, Inc | 6,787 | $380.1K | 0.20% | −4,440−39.5% | Reduced |
| Virtu Financial LLC | 6,771 | $379.0K | 0.03% | +6,771 | New |
| Wolverine Trading, LLC | 6,754 | $377.9K | 0.01% | +6,754 | New |
| Golden State Equity Partners | 6,730 | $376.9K | 0.11% | +2,656+65.2% | Added |
| Caption Management, LLC | 6,600 | $369.6K | 0.07% | −24,246−78.6% | Reduced |
| Welch & Forbes LLC | 6,550 | $366.8K | 0.01% | 00.0% | Unchanged |
| Dakota Wealth Management | 6,525 | $365.4K | 0.02% | +714+12.3% | Added |
| Principle Wealth Partners LLC | 6,500 | $364.0K | 0.04% | 00.0% | Unchanged |
| Veritable, L.P. | 6,468 | $362.2K | 0.01% | −80−1.2% | Reduced |
| Greenhaven Road Investment Management, L.P. | 645,700 | $361.6K | 18.32% | −16,000−2.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,386 | $357.6K | 0.04% | +6,386 | New |
| O'Shaughnessy Asset Management, LLC | 6,277 | $351.5K | 0.01% | +894+16.6% | Added |
| JustInvest LLC | 6,240 | $349.5K | 0.01% | +1,085+21.0% | Added |
| Samalin Investment Counsel, LLC | 6,157 | $344.8K | 0.19% | +15+0.2% | Added |
| Siemens Fonds Invest GmbH | 6,172 | $343.9K | 0.03% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 5,621 | $337.0K | 0.11% | −27,207−82.9% | Reduced |
| Family Management Corp | 6,007 | $336.4K | 0.07% | −111−1.8% | Reduced |
| Northeast Investment Management | 6,000 | $336.0K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 6,009 | $336.0K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 5,970 | $334.3K | 0.06% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 5,967 | $334.2K | 0.01% | −10.0% | Reduced |
| Transcend Wealth Collective, LLC | 5,959 | $333.7K | 0.03% | −15−0.3% | Reduced |
| Empowered Funds, LLC | 5,940 | $332.6K | 0.01% | +5,940 | New |
| EA Series Trust | 5,940 | $332.6K | 0.01% | +5,940 | New |
| Tower Research Capital LLC (TRC) | 5,889 | $329.8K | 0.01% | +5,297+894.8% | Added |
| Davenport & Co LLC | 5,888 | $329.7K | 0.00% | −3,281−35.8% | Reduced |
| XTX Topco Ltd | 5,875 | $329.0K | 0.06% | +782+15.4% | Added |
| Arlington Financial Advisors, LLC | 5,865 | $328.4K | 0.12% | −6−0.1% | Reduced |
| Glenmede Trust Co NA | 6,246 | $328.0K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 6,348 | $326.9K | 0.32% | −200−3.1% | Reduced |
| Integrated Wealth Concepts LLC | 5,832 | $326.6K | 0.01% | +36+0.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,800 | $325.0K | 0.02% | +290+5.3% | Added |
| HB Wealth Management, LLC | 5,766 | $322.9K | 0.01% | +638+12.4% | Added |
| Farther Finance Advisors, LLC | 5,655 | $316.7K | 0.07% | +1,388+32.5% | Added |
| Good Life Advisors, LLC | 5,567 | $311.8K | 0.04% | 00.0% | Unchanged |
| AXA S.A. | 5,555 | $311.1K | 0.00% | +117+2.2% | Added |
| Steel Peak Wealth Management LLC | 5,455 | $305.5K | 0.02% | 00.0% | Unchanged |
| PRW Wealth Management LLC | 5,020 | $304.6K | 0.10% | 00.0% | Unchanged |
| Virtus Family Office LLC | 5,363 | $300.3K | 0.56% | −4,189−43.9% | Reduced |
| NFC Investments, LLC | 5,340 | $299.0K | 0.10% | +5,340 | New |
| Seelaus Asset Management LLC | 5,295 | $297.0K | 0.23% | +5,295 | New |
| First Horizon Advisors, Inc. | 5,220 | $292.3K | 0.01% | −410−7.3% | Reduced |
| KCM Investment Advisors LLC | 5,203 | $291.4K | 0.01% | −25,218−82.9% | Reduced |
| Sweeney & Michel, LLC | 4,685 | $286.7K | 0.15% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 5,058 | $283.2K | 0.01% | 00.0% | Unchanged |
| First Bank & Trust | 5,006 | $280.3K | 0.07% | −137−2.7% | Reduced |
| Fidelis Capital Partners, LLC | 4,971 | $278.4K | 0.10% | +916+22.6% | Added |
| Symmetry Partners, LLC | 4,908 | $275.0K | 0.01% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 4,901 | $274.5K | 0.00% | −249−4.8% | Reduced |
| Clearwater Capital Advisors, LLC | 4,845 | $271.3K | 0.03% | −500−9.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 4,840 | $271.0K | 0.03% | 00.0% | Unchanged |
| Eschler Asset Management LLP | 4,815 | $269.6K | 0.38% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,800 | $268.8K | 0.06% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 4,785 | $268.0K | 0.05% | −5−0.1% | Reduced |
| 9258 Wealth Management, LLC | 4,781 | $267.7K | 0.05% | −133−2.7% | Reduced |
| First City Capital Management, Inc. | 4,750 | $266.0K | 0.16% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 4,700 | $263.2K | 0.11% | 00.0% | Unchanged |
| Fusion Capital, LLC | 4,678 | $262.0K | 0.15% | +14+0.3% | Added |
| Acadian Asset Management LLC | 4,648 | $260.0K | 0.00% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 4,198 | $259.5K | 0.16% | +4,198 | New |
| BancorpSouth Bank | 4,599 | $257.6K | 0.02% | −262−5.4% | Reduced |
| Prospera Financial Services Inc | 4,565 | $255.7K | 0.01% | +30+0.7% | Added |
| Boothbay Fund Management, LLC | 4,563 | $255.5K | 0.01% | +4,563 | New |
| Ieq Capital, LLC | 4,543 | $254.4K | 0.01% | −1,648−26.6% | Reduced |
| Hodges Capital Management Inc. | 0 | $252.0K | 0.01% | −5,150−100.0% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 4,500 | $252.0K | 0.06% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 4,500 | $252.0K | 0.05% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,500 | $252.0K | 0.03% | −33−0.7% | Reduced |
| Ethic Inc. | 4,483 | $251.1K | 0.01% | +72+1.6% | Added |
| Register Financial Advisors LLC | 4,433 | $248.2K | 0.18% | −246−5.3% | Reduced |
| RDA Financial Network | 4,416 | $247.3K | 0.10% | +126+2.9% | Added |
| Umb Bank N A | 4,374 | $244.9K | 0.00% | −1,375−23.9% | Reduced |
| Ameritas Advisory Services, LLC | 4,444 | $243.9K | 0.03% | −17,454−79.7% | Reduced |
| Bank of Nova Scotia | 4,314 | $241.6K | 0.00% | −107−2.4% | Reduced |
| LFA - Lugano Financial Advisors SA | 4,300 | $240.8K | 0.16% | +4,300 | New |
| Scotia Capital Inc. | 4,245 | $237.7K | 0.00% | −904−17.6% | Reduced |
| Lido Advisors, LLC | 4,240 | $237.5K | 0.00% | +425+11.1% | Added |
| Leonteq Securities AG | 4,238 | $237.3K | 0.02% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 4,237 | $237.3K | 0.01% | +10.0% | Added |
| Signaturefd, LLC | 4,223 | $236.5K | 0.01% | +790+23.0% | Added |
| GWM Advisors LLC | 4,168 | $233.4K | 0.00% | −195−4.5% | Reduced |
| Crossmark Global Holdings, Inc. | 3,889 | $233.0K | 0.01% | +3,889 | New |
| Watershed Private Wealth LLC | 4,157 | $232.8K | 0.14% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,130 | $231.3K | 0.00% | −485−10.5% | Reduced |
| Valeo Financial Advisors, LLC | 4,122 | $230.8K | 0.01% | −1,666−28.8% | Reduced |
| EP Wealth Advisors, LLC | 25,455 | $230.0K | 0.00% | −12,329−32.6% | Reduced |
| MONECO Advisors, LLC | 4,072 | $228.0K | 0.06% | −39−0.9% | Reduced |
| Kavar Capital Partners Group, LLC | 4,022 | $225.2K | 0.05% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 4,020 | $225.1K | 0.04% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 4,019 | $225.0K | 0.03% | −9−0.2% | Reduced |
| UniSuper Management Pty Ltd | 4,000 | $224.0K | 0.00% | +4,000 | New |
| Echo Street Capital Management LLC | 3,987 | $223.3K | 0.00% | +3,987 | New |
| Fort Sheridan Advisors LLC | 3,975 | $222.6K | 0.05% | +3,975 | New |
| Knightsbridge Asset Management, LLC | 3,965 | $222.0K | 0.07% | −4,401−52.6% | Reduced |
| Operose Advisors LLC | 3,925 | $219.8K | 0.10% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 3,899 | $218.3K | 0.01% | +858+28.2% | Added |
| Inceptionr LLC | 3,857 | $216.0K | 0.12% | +3,857 | New |
| Ssi Investment Management LLC | 3,811 | $213.4K | 0.01% | −811−17.5% | Reduced |
| Ade, LLC | 3,805 | $213.1K | 0.15% | +3,805 | New |
| Bragg Financial Advisors, Inc | 3,777 | $211.5K | 0.01% | +3,777 | New |