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, Q3 2023
Institutional positions in KKR & Co. Inc. as of Sep 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
- 792
- +45 vs. Q2 2023
- Shares held
- 505.6M
- +26.7M (+5.6%) vs. Q2 2023
- Total value
- $31.1B
- +$4.36B (+16.3%) vs. Q2 2023
- New holders
- 102
- 266 more added
- Sold out
- 57
- 256 more reduced
11 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $189 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $392 | 0.00% | +6+600.0% | Added |
| Cornerstone Planning Group LLC | 7 | $431 | 0.00% | +7 | New |
| Gradient Investments LLC | 8 | $493 | 0.00% | −10−55.6% | Reduced |
| DHJJ Financial Advisors, Ltd. | 10 | $616 | 0.00% | +10 | New |
| Zions Bancorporation, N.A. | 13 | $801 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $1.05K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 17 | $1.05K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 20 | $1.23K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $1.29K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 25 | $1.54K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 25 | $1.57K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 29 | $1.79K | 0.00% | +29 | New |
| Tucker Asset Management LLC | 30 | $1.85K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 33 | $2.03K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 46 | $2.83K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 52 | $3.20K | 0.00% | +20+62.5% | Added |
| Earnest Partners LLC | 59 | $3.63K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 61 | $3.76K | 0.00% | +14+29.8% | Added |
| Colonial Trust Co | 65 | $3.99K | 0.00% | −13−16.7% | Reduced |
| Capital Advisors, Ltd. LLC | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 57 | $4.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 69 | $4.00K | 0.00% | +21+43.8% | Added |
| Bellevue Asset Management, LLC | 66 | $4.07K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 66 | $4.07K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 71 | $4.37K | 0.00% | −2−2.7% | Reduced |
| JNBA Financial Advisors | 78 | $4.80K | 0.00% | +39+100.0% | Added |
| Washington Trust Co | 80 | $4.93K | 0.00% | −4−4.8% | Reduced |
| Valley National Advisers Inc | 75 | $5.00K | 0.00% | +75 | New |
| Highlander Capital Management, LLC | 79 | $5.00K | 0.00% | +79 | New |
| Steward Financial Group LLC | 82 | $5.00K | 0.00% | +82 | New |
| Missouri Trust & Investment Co | 90 | $5.54K | 0.00% | −10−10.0% | Reduced |
| Ronald Blue Trust, Inc. | 107 | $6.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 113 | $7.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 120 | $7.39K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 125 | $7.72K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 133 | $8.19K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 137 | $8.44K | 0.00% | +104+315.2% | Added |
| Glassman Wealth Services | 175 | $10.8K | 0.00% | +2+1.2% | Added |
| Washington Trust Advisors, Inc. | 175 | $10.8K | 0.00% | +175 | New |
| Flaharty Asset Management, LLC | 180 | $11.1K | 0.00% | +180 | New |
| Pathway Financial Advisers, LLC | 184 | $11.4K | 0.00% | +184 | New |
| Glen Eagle Advisors, LLC | 192 | $11.8K | 0.00% | +92+92.0% | Added |
| Creative Financial Designs Inc | 207 | $12.8K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 209 | $12.9K | 0.00% | +209 | New |
| Kayne Anderson Rudnick Investment Management LLC | 214 | $13.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 232 | $14.3K | 0.00% | +82+54.7% | Added |
| Core Alternative Capital | 232 | $14.3K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 265 | $14.7K | 0.00% | −10−3.6% | Reduced |
| Resources Management Corp | 250 | $15.0K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 255 | $15.7K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 273 | $16.8K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 284 | $17.5K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 304 | $18.7K | 0.00% | +235+340.6% | Added |
| AdvisorNet Financial, Inc | 324 | $20.0K | 0.00% | +179+123.4% | Added |
| Hollencrest Capital Management | 337 | $20.8K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 361 | $22.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 355 | $22.0K | 0.02% | +2+0.6% | Added |
| Pinnacle Bancorp, Inc. | 368 | $22.7K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 426 | $24.8K | 0.00% | +426 | New |
| Quadrant Capital Group LLC | 405 | $24.9K | 0.00% | −12−2.9% | Reduced |
| KB Financial Partners, LLC | 407 | $25.0K | 0.01% | +407 | New |
| Riggs Asset Managment Co. Inc. | 418 | $25.7K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 419 | $25.8K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 419 | $25.8K | 0.01% | +419 | New |
| Catalyst Capital Advisors LLC | 420 | $25.9K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 450 | $27.0K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 453 | $27.9K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 492 | $30.3K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 500 | $30.8K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 500 | $30.8K | 0.01% | +1+0.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $31.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 504 | $31.1K | 0.01% | +1+0.2% | Added |
| SJS Investment Consulting Inc. | 522 | $32.2K | 0.01% | +4+0.8% | Added |
| Geneos Wealth Management Inc. | 537 | $33.1K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 546 | $33.6K | 0.01% | +1+0.2% | Added |
| Arcadia Investment Management Corp | 568 | $35.0K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 561 | $35.0K | 0.01% | +539+2,450.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $37.0K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 644 | $39.7K | 0.02% | −32−4.7% | Reduced |
| Column Capital Advisors, LLC | 651 | $40.1K | 0.01% | −590−47.5% | Reduced |
| NBC Securities, Inc. | 700 | $43.0K | 0.00% | +700 | New |
| Massmutual Trust Co FSB | 714 | $44.0K | 0.00% | +379+113.1% | Added |
| Westpac Banking Corp | 764 | $47.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 771 | $47.5K | 0.01% | +156+25.4% | Added |
| Canton Hathaway, LLC | 800 | $49.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 858 | $52.9K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 945 | $58.2K | 0.04% | +945 | New |
| TSFG, LLC | 974 | $60.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 975 | $60.1K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 984 | $60.6K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 991 | $61.0K | 0.01% | 00.0% | Unchanged |
| Motco | 1,000 | $61.6K | 0.00% | −19−1.9% | Reduced |
| Trust Co of Vermont | 1,000 | $61.6K | 0.00% | 00.0% | Unchanged |
| American National Bank | 1,000 | $61.6K | 0.01% | +1,000 | New |
| Ramirez Asset Management, Inc. | 1,000 | $61.6K | 0.01% | +1,000 | New |
| Cary Street Partner Investment Advisory LLC | 1,018 | $62.7K | 0.00% | −158−13.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,100 | $67.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,134 | $69.9K | 0.01% | +351+44.8% | Added |