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 |
|---|---|---|---|---|---|
| Gateway Advisory, LLC | 4,500 | $277.2K | 0.06% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 4,500 | $277.2K | 0.06% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 4,533 | $279.3K | 0.04% | +514+12.8% | Added |
| RDA Financial Network | 4,572 | $281.6K | 0.12% | +156+3.5% | Added |
| BancorpSouth Bank | 4,583 | $282.4K | 0.02% | −16−0.3% | Reduced |
| Calamos Wealth Management LLC | 4,636 | $285.6K | 0.02% | +4,636 | New |
| Fusion Capital, LLC | 4,690 | $288.9K | 0.16% | +12+0.3% | Added |
| Aft, Forsyth & Sober, LLC | 4,700 | $289.5K | 0.12% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 4,750 | $292.6K | 0.18% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 4,698 | $293.2K | 0.15% | +13+0.3% | Added |
| TrinityPoint Wealth, LLC | 4,794 | $295.3K | 0.06% | +9+0.2% | Added |
| Duncker Streett & Co Inc | 4,800 | $295.7K | 0.07% | 00.0% | Unchanged |
| Eschler Asset Management LLP | 4,815 | $296.6K | 0.35% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 4,830 | $297.5K | 0.11% | +4,830 | New |
| 9258 Wealth Management, LLC | 4,831 | $297.6K | 0.06% | +50+1.0% | Added |
| Edgemoor Investment Advisors, Inc. | 4,840 | $298.1K | 0.04% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 4,845 | $298.5K | 0.04% | 00.0% | Unchanged |
| First Bank & Trust | 4,898 | $301.7K | 0.08% | −108−2.2% | Reduced |
| D. E. Shaw & Co., Inc. | 4,900 | $301.8K | 0.00% | −5,784−54.1% | Reduced |
| Symmetry Partners, LLC | 4,908 | $302.0K | 0.02% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 5,141 | $303.3K | 0.20% | +943+22.5% | Added |
| Leonteq Securities AG | 4,939 | $304.2K | 0.03% | +701+16.5% | Added |
| Prospera Financial Services Inc | 4,948 | $304.8K | 0.01% | +383+8.4% | Added |
| First Horizon Advisors, Inc. | 4,985 | $307.1K | 0.01% | −235−4.5% | Reduced |
| Horizon Kinetics Asset Management LLC | 5,058 | $311.6K | 0.01% | 00.0% | Unchanged |
| Dakota Wealth Management | 5,260 | $324.0K | 0.01% | −1,265−19.4% | Reduced |
| Ieq Capital, LLC | 5,302 | $326.6K | 0.01% | +759+16.7% | Added |
| Signaturefd, LLC | 5,331 | $328.4K | 0.01% | +1,108+26.2% | Added |
| QRG Capital Management, Inc. | 5,361 | $330.2K | 0.01% | +5,361 | New |
| Lido Advisors, LLC | 5,383 | $331.6K | 0.00% | +1,143+27.0% | Added |
| Transcend Wealth Collective, LLC | 5,459 | $336.3K | 0.03% | −500−8.4% | Reduced |
| Steel Peak Wealth Management LLC | 5,459 | $336.3K | 0.02% | +4+0.1% | Added |
| Greenhaven Road Investment Management, L.P. | 553,700 | $341.1K | 17.11% | −92,000−14.2% | Reduced |
| Institute for Wealth Management, LLC. | 5,537 | $341.1K | 0.06% | −433−7.3% | Reduced |
| Good Life Advisors, LLC | 5,567 | $342.9K | 0.04% | 00.0% | Unchanged |
| Davenport & Co LLC | 5,600 | $345.0K | 0.00% | −288−4.9% | Reduced |
| KCM Investment Advisors LLC | 5,736 | $353.3K | 0.02% | +533+10.2% | Added |
| Asahi Life Asset Management Co., Ltd. | 5,785 | $356.4K | 0.12% | +5,785 | New |
| Integrated Wealth Concepts LLC | 5,853 | $360.5K | 0.01% | +21+0.4% | Added |
| Oak Thistle LLC | 5,862 | $361.1K | 0.11% | −5,608−48.9% | Reduced |
| Arlington Financial Advisors, LLC | 5,865 | $361.3K | 0.13% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 5,871 | $361.6K | 0.21% | −286−4.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 5,967 | $367.6K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 6,000 | $369.0K | 0.00% | −9−0.1% | Reduced |
| Northeast Investment Management | 6,000 | $369.6K | 0.02% | 00.0% | Unchanged |
| Family Management Corp | 6,003 | $369.8K | 0.08% | −4−0.1% | Reduced |
| HB Wealth Management, LLC | 6,050 | $372.7K | 0.01% | +284+4.9% | Added |
| Farther Finance Advisors, LLC | 6,057 | $373.1K | 0.06% | +402+7.1% | Added |
| JustInvest LLC | 6,107 | $376.2K | 0.01% | −133−2.1% | Reduced |
| Virtus Family Office LLC | 6,170 | $380.1K | 0.69% | +807+15.0% | Added |
| Bartlett & Co. LLC | 6,300 | $388.0K | 0.01% | −700−10.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6,300 | $388.1K | 0.01% | −700−10.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 6,348 | $391.0K | 0.38% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 6,430 | $396.1K | 0.01% | −915−12.5% | Reduced |
| Ameritas Advisory Services, LLC | 6,719 | $397.6K | 0.02% | +2,275+51.2% | Added |
| Principle Wealth Partners LLC | 6,500 | $400.4K | 0.04% | 00.0% | Unchanged |
| Welch & Forbes LLC | 6,550 | $403.5K | 0.01% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 6,663 | $410.4K | 0.01% | +6,663 | New |
| Sequoia Financial Advisors, LLC | 6,712 | $413.4K | 0.01% | −452−6.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,720 | $414.0K | 0.02% | +920+15.9% | Added |
| Dana Investment Advisors, Inc. | 6,759 | $416.4K | 0.02% | +6,759 | New |
| Empowered Funds, LLC | 6,780 | $417.6K | 0.01% | +840+14.1% | Added |
| Cigna Investments Inc | 6,814 | $420.0K | 0.10% | 00.0% | Unchanged |
| Old National Bancorp | 6,869 | $423.1K | 0.01% | −10−0.1% | Reduced |
| American International Group, Inc. | 6,872 | $423.3K | 0.00% | −425−5.8% | Reduced |
| Diligent Investors, LLC | 6,893 | $424.6K | 0.13% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,896 | $424.8K | 0.01% | −1,068−13.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 6,968 | $429.2K | 0.00% | +6,968 | New |
| Obermeyer Wood Investment Counsel, LLLP | 7,085 | $436.4K | 0.03% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 7,116 | $438.3K | 0.04% | −119−1.6% | Reduced |
| Golden State Equity Partners | 7,130 | $439.2K | 0.12% | +400+5.9% | Added |
| Moloney Securities Asset Management, LLC | 7,148 | $440.3K | 0.08% | +20.0% | Added |
| Forum Financial Management, LP | 7,151 | $440.5K | 0.01% | 00.0% | Unchanged |
| AQR Capital Management LLC | 7,173 | $441.9K | 0.00% | +7,173 | New |
| Marks Group Wealth Management, Inc | 7,334 | $451.8K | 0.06% | +21+0.3% | Added |
| Bank of Nova Scotia | 7,380 | $454.6K | 0.00% | +3,066+71.1% | Added |
| Arete Wealth Advisors, LLC | 7,381 | $454.7K | 0.08% | +380+5.4% | Added |
| Parallel Advisors, LLC | 7,452 | $459.0K | 0.02% | −1,317−15.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 7,511 | $462.7K | 0.08% | −19,557−72.3% | Reduced |
| Linscomb & Williams, Inc. | 7,515 | $462.9K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 7,548 | $465.0K | 0.03% | +7,548 | New |
| Guinness Asset Management LTD | 7,570 | $466.3K | 0.01% | −853−10.1% | Reduced |
| Yousif Capital Management, LLC | 7,581 | $467.0K | 0.01% | +490+6.9% | Added |
| CWM, LLC | 7,579 | $467.0K | 0.00% | +62+0.8% | Added |
| Glenview Trust Co | 7,662 | $472.0K | 0.01% | +197+2.6% | Added |
| Fountainhead AM, LLC | 7,729 | $476.1K | 0.17% | −1,208−13.5% | Reduced |
| Firethorn Wealth Partners, LLC | 7,832 | $482.5K | 0.37% | −65−0.8% | Reduced |
| Sage Rhino Capital LLC | 7,907 | $487.1K | 0.14% | 00.0% | Unchanged |
| Ethic Inc. | 7,975 | $491.3K | 0.02% | +3,492+77.9% | Added |
| SG Americas Securities, LLC | 7,999 | $493.0K | 0.01% | +7,999 | New |
| Capula Management Ltd | 8,100 | $499.0K | 0.03% | +8,100 | New |
| Synovus Financial Corp | 8,160 | $502.9K | 0.01% | −10.0% | Reduced |
| Corsair Capital Management, L.P. | 8,185 | $504.2K | 0.17% | −40.0% | Reduced |
| Acadian Asset Management LLC | 8,341 | $512.0K | 0.00% | +3,693+79.5% | Added |
| Atom Investors LP | 8,374 | $515.8K | 0.12% | +8,374 | New |
| Sawgrass Asset Management LLC | 8,437 | $519.7K | 0.06% | −149−1.7% | Reduced |
| SYSTM Wealth Solutions LLC | 8,452 | $520.6K | 0.08% | −873−9.4% | Reduced |
| Smith Shellnut Wilson LLC | 8,508 | $524.1K | 0.32% | 00.0% | Unchanged |
| E&G Advisors, LP | 8,600 | $529.8K | 0.19% | 00.0% | Unchanged |
| Fiduciary Group LLC | 8,700 | $535.9K | 0.07% | 00.0% | Unchanged |