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 |
|---|---|---|---|---|---|
| Itau Unibanco Holding S.A. | 1,230 | $75.8K | 0.00% | +1,230 | New |
| Parkside Financial Bank & Trust | 1,235 | $76.1K | 0.02% | +219+21.6% | Added |
| Rosenberg Matthew Hamilton | 1,260 | $77.6K | 0.03% | −238−15.9% | Reduced |
| HHM Wealth Advisors, LLC | 1,400 | $86.2K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 1,410 | $86.9K | 0.00% | +81+6.1% | Added |
| Hoey Investments, Inc | 1,569 | $96.7K | 0.03% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,623 | $100.0K | 0.07% | +5+0.3% | Added |
| Huntington National Bank | 1,724 | $106.2K | 0.00% | −3−0.2% | Reduced |
| Bogart Wealth, LLC | 1,745 | $107.5K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,750 | $107.8K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,812 | $108.3K | 0.01% | +226+14.2% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,805 | $111.0K | 0.00% | −145−7.4% | Reduced |
| Smithfield Trust Co | 1,836 | $114.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,890 | $116.4K | 0.01% | +5+0.3% | Added |
| GPS Wealth Strategies Group, LLC | 1,891 | $116.5K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,900 | $117.0K | 0.07% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,973 | $121.5K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,000 | $123.2K | 0.02% | 00.0% | Unchanged |
| Granite FO LLC | 2,000 | $123.2K | 0.09% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,012 | $123.9K | 0.00% | −26−1.3% | Reduced |
| Baker Avenue Asset Management, LP | 2,049 | $126.2K | 0.01% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 2,200 | $135.5K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,271 | $139.9K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 2,292 | $141.2K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 2,434 | $150.0K | 0.04% | +322+15.2% | Added |
| Carmel Capital Partners, LLC | 2,436 | $150.1K | 0.07% | +512+26.6% | Added |
| TFC Financial Management | 2,550 | $157.1K | 0.04% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,570 | $158.3K | 0.04% | −103−3.9% | Reduced |
| iA Global Asset Management Inc. | 2,620 | $161.0K | 0.00% | +2,620 | New |
| Montag A & Associates Inc | 2,666 | $164.2K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,672 | $164.6K | 0.08% | +2,672 | New |
| Bokf, NA | 2,994 | $165.9K | 0.00% | +18+0.6% | Added |
| Brown Brothers Harriman & Co | 2,737 | $168.6K | 0.00% | +1,512+123.4% | Added |
| LFA - Lugano Financial Advisors SA | 2,850 | $175.6K | 0.15% | −1,450−33.7% | Reduced |
| Cutler Group LP | 2,888 | $177.0K | 0.03% | −5,148−64.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,970 | $182.9K | 0.09% | −362−10.9% | Reduced |
| Wellington Shields & Co., LLC | 3,000 | $184.8K | 0.05% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,001 | $184.9K | 0.03% | +3,001 | New |
| Ostrum Asset Management | 3,234 | $199.2K | 0.02% | −23−0.7% | Reduced |
| Keel Point, LLC | 3,286 | $202.4K | 0.03% | +3,286 | New |
| Concord Wealth Partners | 3,297 | $203.1K | 0.04% | +1,369+71.0% | Added |
| Summit Financial, LLC | 3,346 | $206.1K | 0.02% | +3,346 | New |
| Carmichael Hill & Associates, Inc. | 3,357 | $206.8K | 0.10% | +9+0.3% | Added |
| Dynamic Advisor Solutions LLC | 3,368 | $207.4K | 0.01% | +3,368 | New |
| Avantax Advisory Services, Inc. | 3,371 | $207.7K | 0.00% | +3,371 | New |
| Dorsey & Whitney Trust CO LLC | 3,380 | $208.2K | 0.02% | +3,380 | New |
| Capstone Investment Advisors, LLC | 3,413 | $210.2K | 0.01% | +3,413 | New |
| Graham Capital Management, L.P. | 3,421 | $210.7K | 0.01% | +3,421 | New |
| Cadent Capital Advisors, LLC | 3,450 | $212.5K | 0.10% | +3,450 | New |
| Vident Advisory, LLC | 3,476 | $214.1K | 0.01% | +3,476 | New |
| Aspen Grove Capital, LLC | 3,482 | $214.5K | 0.08% | +3,482 | New |
| Mayflower Financial Advisors, LLC | 3,496 | $215.4K | 0.03% | +3,496 | New |
| Quantinno Capital Management LP | 3,503 | $216.0K | 0.01% | +3,503 | New |
| Panagora Asset Management Inc | 3,532 | $217.6K | 0.00% | +3,532 | New |
| Gitterman Wealth Management, LLC | 3,551 | $218.7K | 0.10% | +3,551 | New |
| Citizens National Bank Trust Department | 3,555 | $219.0K | 0.06% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 3,566 | $219.7K | 0.18% | +365+11.4% | Added |
| Sigma Planning Corp | 3,572 | $220.1K | 0.01% | +3,572 | New |
| Compagnie Lombard Odier SCmA | 3,615 | $222.7K | 0.01% | 00.0% | Unchanged |
| L.M. Kohn & Company | 3,645 | $224.5K | 0.08% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 3,665 | $225.0K | 0.00% | +3,665 | New |
| Greenleaf Trust | 3,663 | $225.6K | 0.00% | +3,663 | New |
| TFB Advisors LLC | 3,672 | $226.2K | 0.27% | +3,672 | New |
| William Blair Investment Management, LLC | 3,673 | $226.3K | 0.00% | +8+0.2% | Added |
| Resurgent Financial Advisors LLC | 3,708 | $228.4K | 0.16% | −2−0.1% | Reduced |
| Desjardins Global Asset Management Inc. | 3,716 | $228.9K | 0.02% | +3,716 | New |
| Driehaus Capital Management LLC | 3,721 | $229.2K | 0.00% | −1,180−24.1% | Reduced |
| Lakeview Capital Partners, LLC | 3,734 | $230.0K | 0.04% | −36−1.0% | Reduced |
| TAGStone Capital, Inc. | 3,745 | $231.0K | 0.17% | +10+0.3% | Added |
| Johnson Investment Counsel Inc | 3,756 | $231.3K | 0.00% | +3,756 | New |
| Apollon Wealth Management, LLC | 3,760 | $231.6K | 0.01% | +170+4.7% | Added |
| Ssi Investment Management LLC | 3,766 | $232.0K | 0.02% | −45−1.2% | Reduced |
| Bragg Financial Advisors, Inc | 3,777 | $232.7K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 3,800 | $234.1K | 0.00% | −574−13.1% | Reduced |
| Ade, LLC | 3,805 | $234.4K | 0.18% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 3,899 | $240.2K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,915 | $241.0K | 0.03% | +296+8.2% | Added |
| Veriti Management LLC | 3,916 | $241.2K | 0.03% | +3,916 | New |
| Operose Advisors LLC | 3,925 | $241.8K | 0.10% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 3,905 | $243.0K | 0.01% | +16+0.4% | Added |
| Knightsbridge Asset Management, LLC | 3,940 | $243.0K | 0.08% | −25−0.6% | Reduced |
| Exchange Traded Concepts, LLC | 3,957 | $243.8K | 0.01% | +3,929+14,032.1% | Added |
| GWM Advisors LLC | 3,963 | $244.1K | 0.00% | −205−4.9% | Reduced |
| Hodges Capital Management Inc. | 4,007 | $247.0K | 0.03% | +4,007 | Added |
| Brevan Howard Capital Management LP | 4,016 | $247.4K | 0.07% | +4,016 | New |
| Kavar Capital Partners Group, LLC | 4,022 | $247.7K | 0.05% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 4,035 | $248.6K | 0.01% | +4,035 | New |
| Fort Sheridan Advisors LLC | 4,078 | $251.2K | 0.06% | +103+2.6% | Added |
| EP Wealth Advisors, LLC | 4,110 | $253.2K | 0.00% | −21,345−83.9% | Reduced |
| Nisa Investment Advisors, LLC | 4,120 | $253.8K | 0.00% | −10−0.2% | Reduced |
| Watershed Private Wealth LLC | 4,157 | $256.1K | 0.16% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 4,189 | $258.0K | 0.07% | +117+2.9% | Added |
| Sherbrooke Park Advisers LLC | 4,230 | $260.6K | 0.08% | −5,837−58.0% | Reduced |
| Venture Visionary Partners LLC | 4,238 | $261.1K | 0.02% | +10.0% | Added |
| Fidelis Capital Partners, LLC | 4,297 | $264.7K | 0.09% | −674−13.6% | Reduced |
| We Are One Seven, LLC | 4,333 | $266.9K | 0.02% | +4,333 | New |
| Arkadios Wealth Advisors | 4,398 | $270.9K | 0.03% | −102−2.3% | Reduced |
| UniSuper Management Pty Ltd | 4,400 | $271.0K | 0.00% | +400+10.0% | Added |
| Register Financial Advisors LLC | 4,436 | $273.3K | 0.20% | +3+0.1% | Added |
| PRW Wealth Management LLC | 5,020 | $276.4K | 0.11% | 00.0% | Unchanged |