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 |
|---|---|---|---|---|---|
| Lakeview Capital Partners, LLC | 3,770 | $211.1K | 0.04% | +3,770 | New |
| TAGStone Capital, Inc. | 3,735 | $209.0K | 0.15% | +3,735 | New |
| Resurgent Financial Advisors LLC | 3,710 | $207.8K | 0.14% | −18−0.5% | Reduced |
| New Republic Capital, LLC | 3,704 | $207.4K | 0.14% | +3,704 | New |
| William Blair Investment Management, LLC | 3,665 | $205.2K | 0.00% | +3,665 | New |
| L.M. Kohn & Company | 3,645 | $204.1K | 0.08% | +3,645 | New |
| Tradition Wealth Management, LLC | 3,619 | $203.0K | 0.02% | +500+16.0% | Added |
| Compagnie Lombard Odier SCmA | 3,615 | $202.4K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 3,590 | $201.0K | 0.01% | +3,590 | New |
| Citizens National Bank Trust Department | 3,555 | $199.1K | 0.05% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3,348 | $187.5K | 0.09% | +10+0.3% | Added |
| Newbridge Financial Services Group, Inc. | 3,332 | $186.6K | 0.09% | +3+0.1% | Added |
| Ostrum Asset Management | 3,257 | $182.4K | 0.02% | +4+0.1% | Added |
| Western Pacific Wealth Management, LP | 3,201 | $179.3K | 0.14% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 3,126 | $175.1K | 0.09% | +3,126 | New |
| Wellington Shields & Co., LLC | 3,000 | $168.0K | 0.04% | 00.0% | Unchanged |
| Bokf, NA | 2,976 | $166.7K | 0.00% | −650−17.9% | Reduced |
| Hexagon Capital Partners LLC | 2,673 | $149.7K | 0.04% | +10.0% | Added |
| Montag A & Associates Inc | 2,666 | $149.3K | 0.01% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 2,620 | $147.0K | 0.08% | 00.0% | Unchanged |
| TFC Financial Management | 2,550 | $142.8K | 0.04% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 2,300 | $129.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 2,292 | $128.4K | 0.00% | −180−7.3% | Reduced |
| Sunbelt Securities, Inc. | 2,271 | $127.2K | 0.02% | −447−16.4% | Reduced |
| Intact Investment Management Inc. | 2,200 | $123.2K | 0.01% | −7,800−78.0% | Reduced |
| ORG Partners LLC | 2,112 | $119.3K | 0.02% | +2,112 | New |
| Baker Avenue Asset Management, LP | 2,049 | $114.8K | 0.01% | −33−1.6% | Reduced |
| Fifth Third Bancorp | 2,038 | $114.1K | 0.00% | +292+16.7% | Added |
| Granite FO LLC | 2,000 | $112.0K | 0.08% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,000 | $112.0K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,973 | $110.5K | 0.01% | +1,973 | New |
| Benjamin F. Edwards & Company, Inc. | 1,950 | $109.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,928 | $108.0K | 0.02% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 1,924 | $107.7K | 0.06% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,900 | $106.4K | 0.06% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,891 | $105.9K | 0.02% | −5−0.3% | Reduced |
| SRS Capital Advisors, Inc. | 1,885 | $105.6K | 0.01% | +6+0.3% | Added |
| Crewe Advisors LLC | 1,852 | $103.7K | 0.01% | −491−21.0% | Reduced |
| Smithfield Trust Co | 1,836 | $103.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,750 | $98.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,745 | $97.7K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,727 | $96.7K | 0.00% | −3,395−66.3% | Reduced |
| Arrow Financial Corp | 1,670 | $93.5K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,618 | $91.0K | 0.06% | +5+0.3% | Added |
| Global Retirement Partners, LLC | 1,586 | $88.8K | 0.00% | −3,025−65.6% | Reduced |
| Hoey Investments, Inc | 1,569 | $87.9K | 0.03% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,498 | $83.9K | 0.03% | −1,257−45.6% | Reduced |
| HHM Wealth Advisors, LLC | 1,400 | $78.4K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,329 | $74.4K | 0.00% | +272+25.7% | Added |
| Column Capital Advisors, LLC | 1,241 | $69.5K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,225 | $68.6K | 0.00% | −133−9.8% | Reduced |
| SkyView Investment Advisors, LLC | 361 | $66.0K | 0.02% | −578−61.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,176 | $65.9K | 0.00% | −418−26.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,100 | $61.6K | 0.00% | 00.0% | Unchanged |
| Motco | 1,019 | $57.1K | 0.00% | +19+1.9% | Added |
| Parkside Financial Bank & Trust | 1,016 | $56.9K | 0.01% | −74−6.8% | Reduced |
| Trust Co of Vermont | 1,000 | $56.0K | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 1,000 | $56.0K | 0.05% | +1,000 | New |
| Delta Asset Management LLC | 991 | $55.5K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 984 | $55.1K | 0.02% | −110−10.1% | Reduced |
| TSFG, LLC | 974 | $55.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 975 | $54.6K | 0.01% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 872 | $48.8K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 870 | $48.7K | 0.01% | −40−4.4% | Reduced |
| Webster Bank, N. A. | 858 | $48.0K | 0.01% | −1−0.1% | Reduced |
| Canton Hathaway, LLC | 800 | $45.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 783 | $43.8K | 0.01% | −18−2.2% | Reduced |
| Westpac Banking Corp | 764 | $42.8K | 0.00% | −47,082−98.4% | Reduced |
| Achmea Investment Management B.V. | 694 | $39.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 676 | $37.9K | 0.01% | +145+27.3% | Added |
| Lindbrook Capital, LLC | 615 | $34.4K | 0.00% | +1+0.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $33.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 575 | $32.2K | 0.01% | −30−5.0% | Reduced |
| Arcadia Investment Management Corp | 568 | $31.8K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 545 | $30.5K | 0.00% | +2+0.4% | Added |
| Geneos Wealth Management Inc. | 537 | $30.1K | 0.00% | −8,293−93.9% | Reduced |
| Disciplined Investments, LLC | 525 | $29.4K | 0.02% | −8−1.5% | Reduced |
| SJS Investment Consulting Inc. | 518 | $29.0K | 0.01% | −4−0.8% | Reduced |
| Silicon Valley Capital Partners | 503 | $28.2K | 0.01% | +503 | New |
| BerganKDV Wealth Management, LLC | 500 | $28.0K | 0.00% | −12−2.3% | Reduced |
| WR Wealth Planners, LLC | 500 | $28.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $28.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 499 | $28.0K | 0.01% | +51+11.4% | Added |
| TD Private Client Wealth LLC | 492 | $27.6K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 450 | $26.0K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 459 | $25.7K | 0.02% | +224+95.3% | Added |
| SOA Wealth Advisors, LLC. | 453 | $25.3K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 420 | $23.5K | 0.00% | −10,580−96.2% | Reduced |
| Arlington Partners LLC | 419 | $23.5K | 0.00% | −1,145−73.2% | Reduced |
| Riggs Asset Managment Co. Inc. | 418 | $23.4K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 417 | $23.4K | 0.00% | −126−23.2% | Reduced |
| Safeguard Financial, LLC | 411 | $23.0K | 0.01% | +411 | New |
| Pinnacle Bancorp, Inc. | 368 | $20.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 353 | $20.0K | 0.02% | −4−1.1% | Reduced |
| Hollencrest Capital Management | 337 | $18.9K | 0.00% | −350−50.9% | Reduced |
| Massmutual Trust Co FSB | 335 | $18.8K | 0.00% | −179−34.8% | Reduced |
| PSI Advisors, LLC | 285 | $16.0K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 284 | $15.9K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 275 | $15.4K | 0.00% | −332−54.7% | Reduced |
| Riverview Trust Co | 273 | $15.3K | 0.01% | 00.0% | Unchanged |