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 |
|---|---|---|---|---|---|
| Mirador Capital Partners LP | 115,051 | $7.09M | 1.61% | +1,419+1.2% | Added |
| FineMark National Bank & Trust | 116,460 | $7.17M | 0.31% | −857−0.7% | Reduced |
| Equitable Trust Co | 117,637 | $7.25M | 0.60% | −2,562−2.1% | Reduced |
| IFM Investors Pty Ltd | 119,138 | $7.34M | 0.10% | +4,721+4.1% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 117,747 | $7.42M | 0.55% | −89,435−43.2% | Reduced |
| Buffington Mohr McNeal | 120,689 | $7.43M | 1.69% | −2,659−2.2% | Reduced |
| Perennial Advisors, LLC | 123,231 | $7.59M | 2.05% | +359+0.3% | Added |
| Calamos Advisors LLC | 123,287 | $7.59M | 0.04% | +123,287 | New |
| Stephens Inc | 124,027 | $7.64M | 0.15% | −5,272−4.1% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 124,592 | $7.67M | 1.80% | −12,336−9.0% | Reduced |
| GoodHaven Capital Management, LLC | 126,240 | $7.78M | 4.08% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 127,869 | $7.88M | 0.11% | −1,874−1.4% | Reduced |
| Adirondack Retirement Specialists, Inc. | 128,087 | $7.89M | 6.13% | −42,204−24.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 128,649 | $7.92M | 0.14% | +2,824+2.2% | Added |
| SOL Capital Management CO | 130,737 | $8.05M | 1.25% | −888−0.7% | Reduced |
| Voya Investment Management LLC | 133,269 | $8.21M | 0.01% | −2,702−2.0% | Reduced |
| Palisade Capital Management LLC | 136,598 | $8.41M | 0.23% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 136,950 | $8.44M | 0.53% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 137,428 | $8.47M | 0.74% | 00.0% | Unchanged |
| USS Investment Management Ltd | 140,632 | $8.66M | 0.10% | +1,790+1.3% | Added |
| Private Wealth Partners, LLC | 146,015 | $8.99M | 0.86% | −2,600−1.7% | Reduced |
| Nomura Asset Management Co Ltd | 149,865 | $9.23M | 0.04% | −1,111−0.7% | Reduced |
| Capital Research Global Investors | 152,841 | $9.42M | 0.00% | +1,017+0.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 153,213 | $9.44M | 0.13% | +7,800+5.4% | Added |
| Dark Forest Capital Management LP | 155,778 | $9.60M | 0.81% | +155,778 | New |
| Standard Life Aberdeen plc | 159,687 | $9.84M | 0.03% | −73,812−31.6% | Reduced |
| North Star Investment Management Corp. | 160,062 | $9.86M | 0.83% | −3,069−1.9% | Reduced |
| Kiwi Wealth Investments Limited Partnership | 162,923 | $10.0M | 1.09% | +162,923 | New |
| HST Ventures, LLC | 167,919 | $10.3M | 3.71% | +167,919 | New |
| Arizona State Retirement System | 171,007 | $10.5M | 0.09% | −1,294−0.8% | Reduced |
| HSBC Holdings PLC | 172,706 | $10.6M | 0.01% | −12,538−6.8% | Reduced |
| Levin Capital Strategies, L.P. | 173,104 | $10.7M | 1.33% | −120.0% | Reduced |
| Advisor Group Holdings, Inc. | 180,875 | $11.1M | 0.02% | +70,341+63.6% | Added |
| Commonwealth Equity Services, LLC | 185,960 | $11.5M | 0.02% | +96,218+107.2% | Added |
| The PNC Financial Services Group, Inc. | 186,438 | $11.5M | 0.01% | +826+0.4% | Added |
| Capital Group Investment Management Pte. Ltd. | 186,856 | $11.5M | 0.75% | −64,144−25.6% | Reduced |
| Partners Capital Investment Group, LLP | 194,414 | $12.0M | 0.29% | −8,792−4.3% | Reduced |
| Citigroup Inc | 195,215 | $12.0M | 0.02% | +25,724+15.2% | Added |
| Basswood Capital Management, L.L.C. | 197,661 | $12.2M | 0.93% | −42,402−17.7% | Reduced |
| Caldwell Investment Management Ltd. | 200,000 | $12.2M | 11.90% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 201,341 | $12.4M | 0.79% | −361−0.2% | Reduced |
| SEI Investments Co | 203,578 | $12.5M | 0.02% | −103,080−33.6% | Reduced |
| Pictet Asset Management Holding SA | 205,278 | $12.6M | 0.02% | +205,278 | New |
| Matthew 25 Management Corp | 208,500 | $12.8M | 4.89% | −26,500−11.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 210,705 | $13.0M | 0.06% | +22,435+11.9% | Added |
| Consolidated Press International Holdings Ltd | 212,127 | $13.1M | 3.59% | +152,087+253.3% | Added |
| Zuckerman Investment Group, LLC | 214,028 | $13.2M | 1.89% | +1,050+0.5% | Added |
| Cerity Partners LLC | 221,791 | $13.7M | 0.07% | −7,445−3.2% | Reduced |
| Canada Pension Plan Investment Board | 222,760 | $13.7M | 0.02% | 00.0% | Unchanged |
| Adell Harriman & Carpenter Inc | 223,001 | $13.7M | 1.43% | +1,334+0.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 223,297 | $13.8M | 0.09% | +910.0% | Added |
| DnB Asset Management AS | 225,730 | $13.9M | 0.08% | +6,306+2.9% | Added |
| Asset Management One Co.,Ltd. | 231,532 | $14.3M | 0.06% | −17,761−7.1% | Reduced |
| LPL Financial LLC | 238,659 | $14.7M | 0.01% | +555+0.2% | Added |
| Aryeh Capital Management Ltd. | 239,800 | $14.8M | 11.89% | 00.0% | Unchanged |
| Global Frontier Investments LLC | 241,000 | $14.8M | 6.43% | 00.0% | Unchanged |
| Crescent Park Management, L.P. | 242,205 | $14.9M | 4.63% | +3,639+1.5% | Added |
| Oppenheimer & Co Inc | 243,204 | $15.0M | 0.31% | −6,477−2.6% | Reduced |
| Victory Capital Management Inc | 244,904 | $15.1M | 0.02% | −2,322−0.9% | Reduced |
| FIL Ltd | 245,603 | $15.1M | 0.02% | −27,862−10.2% | Reduced |
| Royal London Asset Management Ltd | 245,773 | $15.1M | 0.05% | +40,879+20.0% | Added |
| Coronation Fund Managers Ltd. | 247,459 | $15.2M | 0.46% | +98,560+66.2% | Added |
| Kize Capital LP | 253,279 | $15.6M | 9.68% | −172,924−40.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 257,833 | $15.9M | 0.03% | +33,944+15.2% | Added |
| Capital International Inc | 262,306 | $16.2M | 0.31% | +13,436+5.4% | Added |
| Public Employees Retirement System of Ohio | 263,249 | $16.2M | 0.07% | −29,162−10.0% | Reduced |
| Jackson Hill Advisors, LLC | 264,000 | $16.3M | 11.64% | 00.0% | Unchanged |
| Callodine Capital Management, LP | 266,610 | $16.4M | 4.58% | −62,711−19.0% | Reduced |
| Storebrand Asset Management AS | 270,085 | $16.6M | 0.08% | +56,082+26.2% | Added |
| Robeco Institutional Asset Management B.V. | 275,814 | $17.0M | 0.05% | −51,858−15.8% | Reduced |
| Alliancebernstein L.P. | 281,021 | $17.3M | 0.01% | −1,377−0.5% | Reduced |
| Treasurer of the State of North Carolina | 283,825 | $17.5M | 0.09% | +1,440+0.5% | Added |
| Tudor Investment Corp Et Al | 298,457 | $18.4M | 0.27% | +254,017+571.6% | Added |
| Bollard Group LLC | 301,955 | $18.6M | 0.68% | +535+0.2% | Added |
| BBR Partners, LLC | 306,658 | $18.9M | 2.12% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 321,460 | $19.8M | 0.06% | +7,561+2.4% | Added |
| National Bank of Canada | 324,069 | $20.0M | 0.04% | −29,734−8.4% | Reduced |
| Voss Capital, LLC | 330,000 | $20.3M | 2.56% | −55,000−14.3% | Reduced |
| Colony Group LLC | 335,309 | $20.7M | 0.31% | −2,264−0.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 342,942 | $21.1M | 0.05% | −11,334−3.2% | Reduced |
| State of New Jersey Common Pension Fund D | 347,784 | $21.4M | 0.08% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 364,730 | $22.5M | 0.15% | +364,730 | New |
| Gamco Investors, Inc. Et Al | 372,950 | $23.0M | 0.27% | −6,700−1.8% | Reduced |
| United Capital Financial Advisers, LLC | 373,244 | $23.0M | 0.15% | −48,501−11.5% | Reduced |
| Prana Capital Management, LP | 376,083 | $23.2M | 1.51% | +174,074+86.2% | Added |
| Weiss Multi-Strategy Advisers LLC | 378,917 | $23.3M | 0.57% | +163,917+76.2% | Added |
| Rockefeller Capital Management L.P. | 379,409 | $23.4M | 0.09% | +17,006+4.7% | Added |
| Assenagon Asset Management S.A. | 388,750 | $23.9M | 0.08% | +378,097+3,549.2% | Added |
| Schonfeld Strategic Advisors LLC | 389,587 | $24.0M | 0.22% | +193,047+98.2% | Added |
| Great West Life Assurance Co | 424,712 | $26.2M | 0.06% | +44,933+11.8% | Added |
| Stifel Financial Corp | 433,139 | $26.7M | 0.04% | +12,249+2.9% | Added |
| Governors Lane LP | 441,900 | $27.2M | 5.25% | −55,100−11.1% | Reduced |
| Qube Research & Technologies Ltd | 472,989 | $29.1M | 0.09% | +343,677+265.8% | Added |
| New York State Common Retirement Fund | 491,396 | $30.3M | 0.04% | −97,059−16.5% | Reduced |
| Triple Frond Partners LLC | 493,692 | $30.4M | 3.86% | 00.0% | Unchanged |
| UBS Group AG | 496,351 | $30.6M | 0.01% | −33,617−6.3% | Reduced |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 511,000 | $31.5M | 0.23% | 00.0% | Unchanged |
| River Road Asset Management, LLC | 548,334 | $33.8M | 0.48% | −78,117−12.5% | Reduced |
| Natixis Advisors, L.P. | 556,237 | $34.3M | 0.10% | −1,837−0.3% | Reduced |
| STRS Ohio | 576,228 | $35.5M | 0.16% | −108,728−15.9% | Reduced |