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 |
|---|---|---|---|---|---|
| Virtu Financial LLC | 16,348 | $1.01M | 0.10% | +9,577+141.4% | Added |
| IHT Wealth Management, LLC | 16,659 | $1.03M | 0.05% | −899−5.1% | Reduced |
| Stamos Capital Partners, L.P. | 16,800 | $1.03M | 0.23% | +16,800 | New |
| Level Four Advisory Services, LLC | 16,839 | $1.04M | 0.07% | +2,914+20.9% | Added |
| CIBC World Markets Inc. | 17,003 | $1.05M | 0.00% | −445−2.6% | Reduced |
| Southeast Asset Advisors Inc. | 17,167 | $1.06M | 0.15% | 00.0% | Unchanged |
| Wedbush Securities Inc | 17,170 | $1.06M | 0.05% | +17,170 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 17,198 | $1.07M | 0.01% | −3,307−16.1% | Reduced |
| Franklin Street Advisors Inc | 17,375 | $1.07M | 0.09% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 17,438 | $1.07M | 0.00% | +70+0.4% | Added |
| Next Capital Management LLC | 17,483 | $1.08M | 0.49% | 00.0% | Unchanged |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 17,467 | $1.10M | 0.95% | 00.0% | Unchanged |
| Ar Asset Management Inc | 18,000 | $1.11M | 0.31% | 00.0% | Unchanged |
| M&T Bank Corp | 18,465 | $1.14M | 0.00% | +1,845+11.1% | Added |
| APG Asset Management N.V. | 18,556 | $1.14M | 0.00% | −2,700−12.7% | Reduced |
| Banco Santander, S.A. | 18,653 | $1.15M | 0.02% | +18,653 | New |
| Seven Post Investment Office LP | 18,700 | $1.15M | 0.32% | 00.0% | Unchanged |
| Bessemer Group Inc | 19,326 | $1.19M | 0.00% | −455−2.3% | Reduced |
| Raymond James Trust N.A. | 19,326 | $1.19M | 0.04% | +619+3.3% | Added |
| Cross Staff Investments Inc | 19,382 | $1.19M | 1.17% | −965−4.7% | Reduced |
| MetLife Investment Management | 19,433 | $1.20M | 0.01% | +17+0.1% | Added |
| Pinnacle Associates Ltd | 19,489 | $1.20M | 0.02% | −614−3.1% | Reduced |
| Lee Danner & Bass Inc | 19,721 | $1.22M | 0.11% | −1,000−4.8% | Reduced |
| National Asset Management, Inc. | 19,786 | $1.22M | 0.03% | +8,816+80.4% | Added |
| Edmond de Rothschild Holding S.A. | 19,986 | $1.23M | 0.03% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 20,134 | $1.24M | 0.05% | +8,068+66.9% | Added |
| Prudential PLC | 20,475 | $1.26M | 0.01% | −2,515−10.9% | Reduced |
| Oxford Financial Group Ltd | 20,579 | $1.27M | 0.11% | −90.0% | Reduced |
| Riverpark Capital Management LLC | 21,230 | $1.31M | 2.37% | −1,426−6.3% | Reduced |
| Clearstead Advisors, LLC | 21,357 | $1.32M | 0.08% | −2,732−11.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 21,887 | $1.35M | 0.02% | −2,394−9.9% | Reduced |
| Bray Capital Advisors | 21,920 | $1.35M | 0.41% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 22,296 | $1.37M | 0.00% | +22,296 | New |
| Integrated Advisors Network LLC | 22,640 | $1.39M | 0.09% | −783−3.3% | Reduced |
| Ossiam | 22,704 | $1.40M | 0.02% | +10,040+79.3% | Added |
| CIBC Asset Management Inc | 22,769 | $1.40M | 0.01% | +524+2.4% | Added |
| Procyon Private Wealth Partners, LLC | 23,048 | $1.42M | 0.15% | +16,662+260.9% | Added |
| Global Endowment Management, LP | 23,295 | $1.43M | 0.15% | +23,295 | New |
| Bellwether Advisors, LLC | 23,505 | $1.45M | 0.39% | +23,505 | New |
| B. Metzler seel. Sohn & Co. AG | 23,591 | $1.45M | 0.02% | +10,980+87.1% | Added |
| Bridgewater Associates, LP | 24,410 | $1.50M | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 27,443 | $1.52M | 0.08% | −4,000−12.7% | Reduced |
| Checchi Capital Advisers, LLC | 24,660 | $1.52M | 0.14% | +1,235+5.3% | Added |
| TownSquare Capital, LLC | 24,673 | $1.52M | 0.03% | +629+2.6% | Added |
| Mackenzie Financial Corp | 26,190 | $1.55M | 0.00% | −4,832−15.6% | Reduced |
| Blair William & Co | 25,526 | $1.57M | 0.01% | +8,041+46.0% | Added |
| McKinley Capital Management LLC /Delaware | 25,647 | $1.58M | 0.22% | +440+1.7% | Added |
| Vetamer Capital Management, L.P. | 25,755 | $1.59M | 2.92% | −4,740−15.5% | Reduced |
| Wesbanco Bank Inc | 25,763 | $1.59M | 0.07% | −3,658−12.4% | Reduced |
| Aaron Wealth Advisors | 26,861 | $1.65M | 0.21% | +198+0.7% | Added |
| Gotham Asset Management, LLC | 27,134 | $1.67M | 0.03% | 00.0% | Unchanged |
| Atria Investments LLC | 27,142 | $1.67M | 0.03% | +1,321+5.1% | Added |
| Comerica Bank | 27,304 | $1.68M | 0.01% | −283,945−91.2% | Reduced |
| InterOcean Capital Group, LLC | 27,983 | $1.72M | 0.05% | −864−3.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 28,134 | $1.73M | 0.03% | +1,520+5.7% | Added |
| Regions Financial Corp | 28,458 | $1.75M | 0.02% | +2,247+8.6% | Added |
| RiverPark Advisors, LLC | 28,478 | $1.75M | 1.58% | −4,948−14.8% | Reduced |
| Okabena Investment Services Inc | 28,813 | $1.77M | 1.38% | +1,280+4.6% | Added |
| Barr E S & Co | 29,275 | $1.80M | 0.13% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 29,613 | $1.82M | 0.00% | −3,369−10.2% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 29,975 | $1.85M | 0.04% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 30,552 | $1.88M | 0.02% | +30,552 | New |
| Proficio Capital Partners LLC | 30,555 | $1.88M | 0.25% | +104+0.3% | Added |
| TD Waterhouse Canada Inc. | 30,995 | $1.92M | 0.02% | +564+1.9% | Added |
| Rathbone Brothers plc | 31,195 | $1.92M | 0.01% | +21,560+223.8% | Added |
| Prudential Financial Inc | 31,577 | $1.95M | 0.00% | −1,025−3.1% | Reduced |
| Connable Office Inc | 31,584 | $1.95M | 0.27% | −8,304−20.8% | Reduced |
| HBK Sorce Advisory LLC | 31,723 | $1.95M | 0.09% | 00.0% | Unchanged |
| Ingalls & Snyder LLC | 32,135 | $1.98M | 0.10% | −2,400−6.9% | Reduced |
| Teza Capital Management LLC | 32,940 | $2.03M | 0.33% | +32,940 | New |
| Badgley Phelps Wealth Managers, LLC | 32,970 | $2.03M | 0.07% | +1,730+5.5% | Added |
| Northwestern Mutual Wealth Management Co | 33,434 | $2.06M | 0.00% | +3,809+12.9% | Added |
| Royce & Associates LP | 33,646 | $2.07M | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 33,778 | $2.08M | 0.20% | +283+0.8% | Added |
| US Bancorp | 34,260 | $2.11M | 0.00% | +1,632+5.0% | Added |
| Sabal Trust CO | 34,828 | $2.15M | 0.14% | +963+2.8% | Added |
| Avitas Wealth Management LLC | 34,871 | $2.15M | 0.41% | −768−2.2% | Reduced |
| Swiss Life Asset Management Ltd | 35,298 | $2.17M | 0.03% | +35,298 | New |
| Cresset Asset Management, LLC | 35,317 | $2.18M | 0.02% | −9,906−21.9% | Reduced |
| Capital Analysts, LLC | 35,452 | $2.18M | 0.12% | +5,502+18.4% | Added |
| Andra AP-fonden | 35,700 | $2.20M | 0.13% | −300−0.8% | Reduced |
| Guardian Wealth Management, Inc. | 35,903 | $2.21M | 2.07% | +30+0.1% | Added |
| Creative Planning | 35,919 | $2.21M | 0.00% | +4,033+12.6% | Added |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 36,000 | $2.22M | 0.12% | −4,000−10.0% | Reduced |
| Candriam Luxembourg S.C.A. | 36,022 | $2.22M | 0.02% | −970−2.6% | Reduced |
| Bleakley Financial Group, LLC | 36,613 | $2.26M | 0.08% | −3,324−8.3% | Reduced |
| Sawtooth Solutions, LLC | 36,613 | $2.26M | 0.07% | −3,317−8.3% | Reduced |
| Gateway Investment Advisers LLC | 36,921 | $2.27M | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 37,215 | $2.29M | 0.07% | +31,326+531.9% | Added |
| Northwest & Ethical Investments L.P. | 37,271 | $2.30M | 0.08% | −4,130−10.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 37,534 | $2.31M | 0.40% | +37,534 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 38,036 | $2.34M | 0.01% | +1,603+4.4% | Added |
| Intech Investment Management LLC | 38,291 | $2.36M | 0.03% | +897+2.4% | Added |
| Cetera Advisor Networks LLC | 38,512 | $2.37M | 0.01% | +1,494+4.0% | Added |
| Saba Capital Management, L.P. | 38,728 | $2.39M | 0.08% | −28,910−42.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 39,226 | $2.42M | 0.00% | −28,351−42.0% | Reduced |
| Nordea Investment Management AB | 38,914 | $2.43M | 0.00% | −729−1.8% | Reduced |
| Cobalt Capital Management, Inc. | 40,000 | $2.46M | 0.94% | +40,000 | New |
| Xponance, Inc. | 40,653 | $2.50M | 0.03% | +1,159+2.9% | Added |
| IFP Advisors, Inc | 40,862 | $2.52M | 0.11% | +209+0.5% | Added |