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 |
|---|---|---|---|---|---|
| Rothschild Investment Corp | 41,033 | $2.53M | 0.21% | +2,030+5.2% | Added |
| Mirabella Financial Services LLP | 42,340 | $2.61M | 0.37% | +42,340 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 42,432 | $2.63M | 0.23% | −1,646−3.7% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 41,863 | $2.64M | 0.56% | −31,555−43.0% | Reduced |
| Karani Asset Management LLC | 43,017 | $2.65M | 3.82% | −17,834−29.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 43,502 | $2.68M | 0.74% | −865−1.9% | Reduced |
| O'Rourke & Company, Inc | 43,816 | $2.70M | 1.97% | −251−0.6% | Reduced |
| Curbstone Financial Management Corp | 44,198 | $2.72M | 0.67% | −1,300−2.9% | Reduced |
| CIBC Private Wealth Group, LLC | 44,687 | $2.75M | 0.01% | −2,622−5.5% | Reduced |
| Staley Capital Advisers Inc | 45,000 | $2.77M | 0.15% | 00.0% | Unchanged |
| Crestline Management, LP | 45,000 | $2.77M | 0.33% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 45,064 | $2.78M | 0.07% | −46−0.1% | Reduced |
| Swedbank AB | 45,436 | $2.80M | 0.01% | +45,436 | New |
| Waterfront Wealth Inc. | 52,190 | $2.88M | 0.94% | +10.0% | Added |
| Teacher Retirement System of Texas | 46,812 | $2.88M | 0.02% | +1,236+2.7% | Added |
| Kayne Anderson Capital Advisors LP | 47,200 | $2.91M | 0.09% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 47,835 | $2.95M | 0.01% | −27,098−36.2% | Reduced |
| Tredje AP-fonden | 48,071 | $2.96M | 0.04% | −4,523−8.6% | Reduced |
| Samjo Capital LLC | 48,250 | $2.97M | 1.17% | +48,250 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 48,834 | $3.01M | 0.05% | +4,240+9.5% | Added |
| Ally Financial Inc. | 49,000 | $3.02M | 0.44% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 49,130 | $3.03M | 0.29% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 49,318 | $3.04M | 0.07% | 00.0% | Unchanged |
| Schroder Investment Management Group | 49,422 | $3.04M | 0.00% | +2,489+5.3% | Added |
| Captrust Financial Advisors | 49,967 | $3.08M | 0.01% | −30,024−37.5% | Reduced |
| Elo Mutual Pension Insurance Co | 50,565 | $3.12M | 0.10% | +961+1.9% | Added |
| Alps Advisors Inc | 50,800 | $3.13M | 0.03% | −4,950−8.9% | Reduced |
| Russell Investments Group, Ltd. | 51,713 | $3.19M | 0.01% | −12,826−19.9% | Reduced |
| Pearl River Capital, LLC | 52,467 | $3.23M | 0.51% | −25,744−32.9% | Reduced |
| Aviva PLC | 52,915 | $3.26M | 0.01% | +29,119+122.4% | Added |
| Grand Jean Capital Management Inc | 53,326 | $3.35M | 1.04% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 54,400 | $3.35M | 0.04% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 54,924 | $3.38M | 0.03% | +563+1.0% | Added |
| Gulf International Bank (UK) Ltd | 55,414 | $3.41M | 0.10% | −4,719−7.8% | Reduced |
| Sierra Capital LLC | 55,848 | $3.44M | 0.55% | 00.0% | Unchanged |
| Alta Fox Capital Management, LLC | 56,460 | $3.48M | 3.81% | +56,460 | New |
| Pacific Capital Partners Ltd | 57,500 | $3.54M | 2.14% | +57,500 | New |
| D.A. Davidson & Co. | 58,218 | $3.59M | 0.04% | −5,871−9.2% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 59,000 | $3.63M | 0.59% | −500−0.8% | Reduced |
| Coastal Bridge Advisors, LLC | 59,957 | $3.69M | 0.99% | −78−0.1% | Reduced |
| Teton Advisors, Inc. | 60,500 | $3.73M | 1.15% | 00.0% | Unchanged |
| Heron Bay Capital Management | 60,964 | $3.76M | 1.01% | +6,350+11.6% | Added |
| Retireful, LLC | 61,036 | $3.76M | 1.79% | +61,036 | New |
| Kestra Advisory Services, LLC | 61,728 | $3.80M | 0.04% | +28,211+84.2% | Added |
| Strategic Blueprint, LLC | 61,875 | $3.81M | 0.35% | +41,915+210.0% | Added |
| Beck Mack & Oliver LLC | 63,026 | $3.88M | 0.10% | −9,116−12.6% | Reduced |
| First Trust Advisors LP | 63,804 | $3.93M | 0.00% | −28,348−30.8% | Reduced |
| Amalgamated Bank | 64,029 | $3.94M | 0.03% | +100.0% | Added |
| Close Asset Management Ltd | 65,271 | $4.02M | 0.21% | −663−1.0% | Reduced |
| BNP Paribas Arbitrage, SA | 66,046 | $4.07M | 0.01% | −20,604−23.8% | Reduced |
| Nissay Asset Management Corp | 67,065 | $4.13M | 0.04% | +2,431+3.8% | Added |
| Bayesian Capital Management, LP | 67,100 | $4.13M | 0.47% | +67,100 | New |
| Sendero Wealth Management, LLC | 67,146 | $4.14M | 0.89% | +5,045+8.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 67,790 | $4.18M | 0.10% | +45,655+206.3% | Added |
| Rational Advisors LLC | 68,500 | $4.22M | 0.38% | −12,200−15.1% | Reduced |
| Accuvest Global Advisors | 69,183 | $4.26M | 2.34% | −11,968−14.7% | Reduced |
| Janus Henderson Group PLC | 69,266 | $4.27M | 0.00% | −2,801−3.9% | Reduced |
| Osborne Partners Capital Management, LLC | 70,620 | $4.35M | 0.32% | +1,910+2.8% | Added |
| F/M Investments LLC | 72,555 | $4.47M | 3.33% | −13,600−15.8% | Reduced |
| Price Jennifer C. | 72,555 | $4.47M | 2.58% | −13,600−15.8% | Reduced |
| Assetmark, Inc | 73,190 | $4.51M | 0.02% | +8,191+12.6% | Added |
| Public Sector Pension Investment Board | 75,141 | $4.63M | 0.03% | +400+0.5% | Added |
| Cinctive Capital Management LP | 75,160 | $4.63M | 0.25% | −104,661−58.2% | Reduced |
| Sterling Investment Advisors, Ltd. | 76,179 | $4.69M | 1.64% | −2,947−3.7% | Reduced |
| Menlo Advisors LLC | 76,800 | $4.73M | 3.11% | 00.0% | Unchanged |
| Truist Financial Corp | 79,122 | $4.87M | 0.01% | +5,269+7.1% | Added |
| Iridian Asset Management LLC | 79,840 | $4.92M | 1.00% | −286,819−78.2% | Reduced |
| Financial Counselors Inc | 81,167 | $5.00M | 0.10% | +130+0.2% | Added |
| Brinker Capital Investments, LLC | 82,293 | $5.07M | 0.06% | +1,462+1.8% | Added |
| Orion Portfolio Solutions, LLC | 82,293 | $5.07M | 0.06% | +1,462+1.8% | Added |
| Triangle Securities Wealth Management | 83,426 | $5.14M | 1.83% | −420−0.5% | Reduced |
| MYDA Advisors LLC | 84,000 | $5.17M | 1.94% | −26,000−23.6% | Reduced |
| Daiwa Securities Group Inc. | 84,180 | $5.18M | 0.04% | +5,239+6.6% | Added |
| Old Well Partners, LLC | 84,173 | $5.19M | 4.49% | −750−0.9% | Reduced |
| Texas Yale Capital Corp. | 85,969 | $5.30M | 0.24% | −4,069−4.5% | Reduced |
| HighTower Advisors, LLC | 87,677 | $5.39M | 0.01% | −9,756−10.0% | Reduced |
| Janney Montgomery Scott LLC | 90,989 | $5.61M | 0.02% | +23,684+35.2% | Added |
| Covey Capital Advisors, LLC | 91,047 | $5.61M | 7.96% | 00.0% | Unchanged |
| Beach Investment Counsel Inc | 91,300 | $5.62M | 0.70% | +13,200+16.9% | Added |
| Point72 Europe (London) LLP | 92,300 | $5.69M | 0.77% | +92,300 | New |
| Neuberger Berman Group LLC | 92,631 | $5.71M | 0.01% | +24,693+36.3% | Added |
| American Century Companies Inc | 92,950 | $5.73M | 0.00% | +9,763+11.7% | Added |
| CI Private Wealth, LLC | 94,064 | $5.80M | 0.01% | −769−0.8% | Reduced |
| Public Employees Retirement Association of Colorado | 94,299 | $5.81M | 0.03% | −579−0.6% | Reduced |
| KBC Group NV | 95,872 | $5.91M | 0.02% | −1,230−1.3% | Reduced |
| PenderFund Capital Management Ltd. | 71,060 | $5.95M | 1.78% | −4,960−6.5% | Reduced |
| Jessup Wealth Management, Inc | 98,859 | $6.09M | 3.51% | +92,072+1,356.6% | Added |
| Jackson Square Partners, LLC | 99,727 | $6.14M | 0.21% | −29,584−22.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 102,800 | $6.33M | 0.03% | +102,800 | New |
| EverSource Wealth Advisors, LLC | 103,531 | $6.38M | 0.68% | +1,762+1.7% | Added |
| Forsta Ap-Fonden | 104,100 | $6.41M | 0.07% | −4,800−4.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 105,760 | $6.51M | 0.03% | −4,451−4.0% | Reduced |
| Lountzis Asset Management, LLC | 107,675 | $6.63M | 3.70% | 00.0% | Unchanged |
| Jennison Associates LLC | 108,061 | $6.66M | 0.01% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 108,683 | $6.70M | 0.36% | −200−0.2% | Reduced |
| Handelsbanken Fonder AB | 109,155 | $6.72M | 0.04% | +12,319+12.7% | Added |
| Federation des caisses Desjardins du Quebec | 110,582 | $6.81M | 0.07% | −5,389−4.6% | Reduced |
| Utah Retirement Systems | 111,100 | $6.84M | 0.10% | +300+0.3% | Added |
| Toronto Dominion Bank | 111,862 | $6.89M | 0.01% | −46,819−29.5% | Reduced |
| Hantz Financial Services, Inc. | 112,841 | $6.95M | 0.18% | −35,806−24.1% | Reduced |