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 |
|---|---|---|---|---|---|
| PCA Investment Advisory Services Inc. | 263 | $14.8K | 0.01% | +263 | New |
| RFP Financial Group LLC | 255 | $14.3K | 0.01% | +255 | New |
| Pinebridge Investments, L.P. | 254 | $14.2K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 250 | $14.0K | 0.00% | +213+575.7% | Added |
| Core Alternative Capital | 232 | $13.0K | 0.00% | +38+19.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 214 | $12.0K | 0.00% | +42+24.4% | Added |
| Creative Financial Designs Inc | 207 | $11.6K | 0.00% | +1+0.5% | Added |
| Blume Capital Management, Inc. | 200 | $11.2K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 180 | $10.0K | 0.00% | +180 | New |
| Glassman Wealth Services | 173 | $9.69K | 0.00% | +1+0.6% | Added |
| Armstrong Advisory Group, Inc | 150 | $8.40K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 145 | $8.12K | 0.00% | −57−28.2% | Reduced |
| Atticus Wealth Management, LLC | 133 | $7.45K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 125 | $7.02K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 121 | $6.78K | 0.00% | +121 | New |
| Central Trust Co | 120 | $6.72K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 113 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 107 | $6.00K | 0.00% | +86+409.5% | Added |
| Missouri Trust & Investment Co | 100 | $5.60K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $5.60K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 90 | $5.02K | 0.01% | +1+1.1% | Added |
| Washington Trust Co | 84 | $4.70K | 0.00% | −15−15.2% | Reduced |
| Colonial Trust Co | 78 | $4.36K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 73 | $4.09K | 0.00% | +73 | New |
| Capital Advisors, Ltd. LLC | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 69 | $3.88K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 66 | $3.70K | 0.00% | −11−14.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 66 | $3.70K | 0.00% | +7+11.9% | Added |
| NewSquare Capital LLC | 60 | $3.36K | 0.00% | −20−25.0% | Reduced |
| Earnest Partners LLC | 59 | $3.30K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 47 | $2.63K | 0.00% | −4−7.8% | Reduced |
| Bell Investment Advisors, Inc | 46 | $2.58K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 42 | $2.35K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 39 | $2.18K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 48 | $2.00K | 0.00% | +2+4.3% | Added |
| JFS Wealth Advisors, LLC | 33 | $1.85K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 33 | $1.85K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 32 | $1.79K | 0.00% | −422−93.0% | Reduced |
| Park Place Capital Corp | 31 | $1.74K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 30 | $1.68K | 0.00% | +30 | New |
| Exchange Traded Concepts, LLC | 28 | $1.57K | 0.00% | +3+12.0% | Added |
| Coppell Advisory Solutions LLC | 26 | $1.46K | 0.00% | +26 | New |
| Rise Advisors, LLC | 25 | $1.42K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 25 | $1.40K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 23 | $1.29K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 22 | $1.23K | 0.00% | +22 | New |
| Versant Capital Management, Inc | 21 | $1.18K | 0.00% | +21 | New |
| Castleview Partners, LLC | 20 | $1.12K | 0.00% | −10−33.3% | Reduced |
| Gradient Investments LLC | 18 | $1.01K | 0.00% | +10+125.0% | Added |
| Harvest Fund Management Co., Ltd | 22 | $1.00K | 0.00% | −233−91.4% | Reduced |
| Raffa Wealth Management, LLC | 17 | $952 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 17 | $767 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 13 | $728 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $168 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 311,249 | $62 | 0.01% | +311,249 | New |
| Tfo-TDC, LLC | 1 | $56 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −1,154,000−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −667,392−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −362,584−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −227,978−100.0% | Sold out |
| Alta Fox Capital Management, LLC | 0 | $0 | 0.00% | −133,460−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −121,826−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −95,900−100.0% | Sold out |
| Global Endowment Management, LP | 0 | $0 | 0.00% | −74,017−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −58,277−100.0% | Sold out |
| Chai Trust Co LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Greenline Partners, LLC | 0 | $0 | 0.00% | −30,411−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −29,245−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −21,266−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −18,749−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −18,050−100.0% | Sold out |
| Professional Financial Advisors, LLC | 0 | $0 | 0.00% | −16,117−100.0% | Sold out |
| Roundview Capital LLC | 0 | $0 | 0.00% | −17,837−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −16,778−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| State of Alaska, Department of Revenue | 0 | $0 | 0.00% | −14,412−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −14,221−100.0% | Sold out |
| Basso Capital Management, L.P. | 0 | $0 | 0.00% | −14,200−100.0% | Sold out |
| Exos TFP Holdings LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −8,859−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −9,242−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −6,584−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −6,291−100.0% | Sold out |
| Cloverfields Capital Group, LP | 0 | $0 | 0.00% | −6,196−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −5,927−100.0% | Sold out |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −5,375−100.0% | Sold out |
| Capital Planning Advisors, LLC | 0 | $0 | 0.00% | −4,983−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −4,782−100.0% | Sold out |
| Phocas Financial Corp. | 0 | $0 | 0.00% | −4,625−100.0% | Sold out |
| Compton Capital Management Inc | 0 | $0 | 0.00% | −4,450−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −4,292−100.0% | Sold out |
| Hudson Value Partners, LLC | 0 | $0 | 0.00% | −4,015−100.0% | Sold out |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −3,949−100.0% | Sold out |
| Masso Torrence Wealth Management Inc. | 0 | $0 | 0.00% | −3,908−100.0% | Sold out |
| Financial Architects, Inc | 0 | $0 | 0.00% | −3,879−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −3,823−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −3,680−100.0% | Sold out |