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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 8,771 | $540.3K | 0.01% | +2,494+39.7% | Added |
| Sciencast Management LP | 8,836 | $544.3K | 0.25% | +8,836 | New |
| Segment Wealth Management, LLC | 8,850 | $545.2K | 0.06% | 00.0% | Unchanged |
| Aries Wealth Management | 9,060 | $546.7K | 0.21% | −150−1.6% | Reduced |
| Mutual Advisors, LLC | 8,915 | $549.2K | 0.02% | −37−0.4% | Reduced |
| Zimmermann Investment Management & Planning LLC | 9,004 | $554.6K | 0.27% | +9,004 | New |
| Guggenheim Capital LLC | 9,095 | $560.3K | 0.00% | −1,291−12.4% | Reduced |
| Agf Management Ltd | 9,223 | $568.1K | 0.00% | −431−4.5% | Reduced |
| Fund Management at Engine No. 1 LLC | 9,254 | $570.0K | 0.09% | +1,725+22.9% | Added |
| Bradley Foster & Sargent Inc | 10,250 | $574.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Network Inc | 9,690 | $579.1K | 0.19% | −1,168−10.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 9,610 | $592.0K | 0.32% | +9,610 | New |
| New York Life Investment Management LLC | 9,616 | $592.3K | 0.01% | −1,264−11.6% | Reduced |
| Principal Street Partners, LLC | 9,623 | $592.8K | 0.12% | −639−6.2% | Reduced |
| Alberta Investment Management Corp | 9,700 | $597.5K | 0.01% | −70,500−87.9% | Reduced |
| Yorktown Management & Research Co Inc | 9,700 | $597.5K | 0.67% | 00.0% | Unchanged |
| RW Investment Management LLC | 9,724 | $599.0K | 0.11% | 00.0% | Unchanged |
| Advisor Resource Council | 9,878 | $608.5K | 0.40% | +500+5.3% | Added |
| Glenmede Trust Co NA | 9,914 | $610.7K | 0.00% | +3,668+58.7% | Added |
| Laurion Capital Management LP | 10,000 | $616.0K | 0.02% | +10,000 | New |
| Banque Cantonale Vaudoise | 10,009 | $617.0K | 0.03% | +1,909+23.6% | Added |
| Vontobel Holding Ltd. | 10,052 | $619.2K | 0.01% | −2,398−19.3% | Reduced |
| Clear Harbor Asset Management, LLC | 10,125 | $623.7K | 0.07% | 00.0% | Unchanged |
| Qtron Investments LLC | 10,127 | $623.8K | 0.12% | +10,127 | New |
| Red Door Wealth Management, LLC | 10,176 | $626.8K | 0.16% | −2,748−21.3% | Reduced |
| Beaumont Financial Advisors, LLC | 10,220 | $629.6K | 0.06% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 10,220 | $629.6K | 0.01% | +235+2.4% | Added |
| Lincoln National Corp | 10,251 | $631.5K | 0.01% | +1,962+23.7% | Added |
| Wealthcare Advisory Partners LLC | 10,281 | $633.3K | 0.03% | +16+0.2% | Added |
| MAI Capital Management | 10,308 | $635.0K | 0.01% | −389−3.6% | Reduced |
| Diversified Trust Co | 10,316 | $635.5K | 0.02% | −481−4.5% | Reduced |
| Concentric Capital Strategies, LP | 10,347 | $637.4K | 0.07% | +10,347 | New |
| Global Wealth Management Investment Advisory, Inc. | 10,356 | $637.9K | 0.18% | +491+5.0% | Added |
| Paradigm Asset Management Co LLC | 10,454 | $644.0K | 0.18% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 10,757 | $662.6K | 0.06% | +435+4.2% | Added |
| Chemistry Wealth Management LLC | 10,804 | $665.5K | 0.22% | −3,073−22.1% | Reduced |
| Zhang Financial LLC | 10,855 | $668.7K | 0.07% | −313−2.8% | Reduced |
| Wealthfront Advisers LLC | 10,891 | $670.9K | 0.00% | +1,852+20.5% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 10,939 | $673.9K | 0.23% | +20.0% | Added |
| Toroso Investments, LLC | 11,011 | $678.3K | 0.02% | +455+4.3% | Added |
| Boston Private Wealth LLC | 11,015 | $678.6K | 0.01% | +104+1.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 11,119 | $685.0K | 0.06% | 00.0% | Unchanged |
| Centiva Capital, LP | 11,174 | $688.3K | 0.03% | +11,174 | New |
| Moors & Cabot, Inc. | 11,205 | $690.2K | 0.05% | +800+7.7% | Added |
| Spire Wealth Management | 11,238 | $692.3K | 0.03% | −30.0% | Reduced |
| Silvant Capital Management LLC | 11,343 | $698.7K | 0.04% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 11,515 | $709.3K | 0.07% | +5,343+86.6% | Added |
| Beacon Pointe Advisors, LLC | 11,550 | $711.5K | 0.01% | +57+0.5% | Added |
| Vinva Investment Management Ltd | 11,567 | $723.5K | 0.07% | −4,527−28.1% | Reduced |
| Redwood Investment Management, LLC | 11,936 | $735.0K | 0.06% | +11,936 | New |
| Canandaigua National Bank & Trust Co | 11,938 | $735.4K | 0.12% | −102−0.8% | Reduced |
| James J. Burns & Company, LLC | 12,033 | $741.0K | 0.20% | +20+0.2% | Added |
| CWA Asset Management Group, LLC | 12,196 | $751.3K | 0.06% | −20−0.2% | Reduced |
| Fifth Lane Capital, LP | 12,203 | $751.7K | 0.76% | +12,203 | New |
| Van Eck Associates Corp | 12,206 | $752.0K | 0.00% | −377−3.0% | Reduced |
| Fort Pitt Capital Group, LLC | 12,289 | $757.0K | 0.03% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 12,305 | $758.0K | 0.03% | −1,447−10.5% | Reduced |
| Element Pointe Advisors, LLC | 12,348 | $760.6K | 0.24% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,442 | $766.4K | 0.04% | +22+0.2% | Added |
| ProVise Management Group, LLC | 12,479 | $768.7K | 0.07% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 12,504 | $770.2K | 0.02% | +806+6.9% | Added |
| Kraematon Investment Advisors, Inc | 12,566 | $774.1K | 0.95% | −1,061−7.8% | Reduced |
| Cetera Investment Advisers | 12,596 | $775.9K | 0.01% | +233+1.9% | Added |
| Robertson Stephens Wealth Management, LLC | 12,729 | $784.1K | 0.05% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 12,740 | $784.8K | 0.05% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 12,924 | $796.1K | 0.04% | +797+6.6% | Added |
| CFM Wealth Partners LLC | 13,067 | $804.9K | 0.21% | +90+0.7% | Added |
| Harbor Capital Advisors, Inc. | 13,129 | $808.7K | 0.17% | −346−2.6% | Reduced |
| Vestcor Inc | 13,197 | $813.0K | 0.03% | −17,400−56.9% | Reduced |
| DRW Securities, LLC | 13,300 | $819.0K | 0.07% | +13,300 | New |
| Commerce Bank | 13,476 | $830.1K | 0.01% | +286+2.2% | Added |
| Guardian Investment Management | 13,500 | $831.6K | 0.76% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 13,567 | $835.8K | 0.01% | −9,233−40.5% | Reduced |
| Douglas Lane & Associates, LLC | 13,703 | $844.1K | 0.01% | +150+1.1% | Added |
| Choate Investment Advisors | 13,723 | $845.3K | 0.03% | +13,723 | New |
| Gilbert & Cook, Inc. | 13,738 | $846.3K | 0.13% | +1,227+9.8% | Added |
| Curated Wealth Partners LLC | 13,994 | $862.0K | 0.16% | −1,258−8.2% | Reduced |
| Keybank National Association | 14,021 | $863.7K | 0.00% | +19+0.1% | Added |
| Dynamic Technology Lab Private Ltd | 14,030 | $864.0K | 0.09% | +14,030 | New |
| First National Bank Sioux Falls | 14,027 | $864.1K | 0.52% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 14,030 | $864.2K | 0.01% | −84−0.6% | Reduced |
| MML Investors Services, LLC | 14,062 | $866.0K | 0.00% | −9,494−40.3% | Reduced |
| CenterBook Partners LP | 14,075 | $867.0K | 0.11% | −15,643−52.6% | Reduced |
| J.W. Cole Advisors, Inc. | 14,241 | $877.3K | 0.06% | +30+0.2% | Added |
| AE Wealth Management LLC | 14,260 | $878.4K | 0.01% | +168+1.2% | Added |
| Independent Advisor Alliance | 14,272 | $879.2K | 0.04% | −863−5.7% | Reduced |
| Cannon Global Investment Management, LLC | 14,300 | $880.9K | 6.15% | +14,300 | New |
| Wolverine Trading, LLC | 14,344 | $883.6K | 0.01% | +7,590+112.4% | Added |
| Mercer Global Advisors Inc | 14,449 | $890.0K | 0.00% | +112+0.8% | Added |
| Pathstone Family Office, LLC | 14,455 | $890.4K | 0.01% | +7,530+108.7% | Added |
| Baader Bank INC | 14,546 | $896.0K | 0.08% | −4,201−22.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 14,626 | $901.0K | 0.35% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 14,907 | $918.3K | 0.05% | +14,907 | New |
| Essex Financial Services, Inc. | 14,972 | $922.3K | 0.11% | −900−5.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 14,979 | $922.7K | 0.06% | +971+6.9% | Added |
| River & Mercantile Asset Management LLP | 14,989 | $923.4K | 0.22% | −672−4.3% | Reduced |
| Rock Creek Group, LP | 15,000 | $924.0K | 0.12% | −35,000−70.0% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 14,827 | $927.4K | 0.23% | +14,827 | New |
| Ensign Peak Advisors, Inc | 15,200 | $936.3K | 0.00% | +3,100+25.6% | Added |
| Jump Financial, LLC | 16,156 | $995.2K | 0.04% | +16,156 | New |