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 |
|---|---|---|---|---|---|
| Border to Coast Pensions Partnership Ltd | 572,824 | $35.8M | 0.95% | −20,000−3.4% | Reduced |
| State Board of Administration of Florida Retirement System | 592,312 | $36.5M | 0.09% | +980+0.2% | Added |
| Lakewood Capital Management, LP | 620,100 | $38.2M | 3.48% | −27,000−4.2% | Reduced |
| Deutsche Bank AG | 630,057 | $38.8M | 0.03% | −75,489−10.7% | Reduced |
| LMR Partners LLP | 638,538 | $39.3M | 0.88% | +638,538 | New |
| SeaTown Holdings Pte. Ltd. | 645,900 | $39.8M | 3.68% | +499,000+339.7% | Added |
| Private Capital Management, LLC | 660,167 | $40.7M | 4.91% | −15,725−2.3% | Reduced |
| Balyasny Asset Management LLC | 663,363 | $40.9M | 0.11% | −377,374−36.3% | Reduced |
| Meitav Dash Investments Ltd | 652,943 | $41.1M | 0.67% | −1,094,923−62.6% | Reduced |
| Korea Investment CORP | 680,011 | $41.9M | 0.12% | +41,495+6.5% | Added |
| Mariner, LLC | 691,769 | $42.6M | 0.11% | +27,098+4.1% | Added |
| Partners Group Holding AG | 709,129 | $43.7M | 4.09% | −44,514−5.9% | Reduced |
| Envestnet Asset Management Inc | 724,474 | $44.6M | 0.02% | +337,094+87.0% | Added |
| Enstar Group LTD | 732,313 | $45.1M | 14.94% | 00.0% | Unchanged |
| Corvex Management LP | 749,582 | $46.2M | 2.62% | +142,163+23.4% | Added |
| Royal Bank of Canada | 755,564 | $46.5M | 0.01% | +54,123+7.7% | Added |
| Rhumbline Advisers | 769,635 | $47.4M | 0.06% | −12,335−1.6% | Reduced |
| Price T Rowe Associates Inc | 779,649 | $48.0M | 0.01% | −98,527−11.2% | Reduced |
| Ariel Investments, LLC | 810,986 | $50.0M | 0.53% | −75,245−8.5% | Reduced |
| Susquehanna International Group, LLP | 825,311 | $50.8M | 0.08% | +670,384+432.7% | Added |
| First Republic Investment Management, Inc. | 854,226 | $52.6M | 0.15% | +728,475+579.3% | Added |
| Gabelli Funds LLC | 865,200 | $53.3M | 0.43% | +1,450+0.2% | Added |
| Ceredex Value Advisors LLC | 877,100 | $54.0M | 0.95% | +877,100 | New |
| LGT Capital Partners Ltd. | 882,000 | $54.3M | 1.96% | 00.0% | Unchanged |
| HRT Financial LP | 890,621 | $54.9M | 0.55% | +890,621 | New |
| California State Teachers Retirement System | 940,626 | $57.9M | 0.09% | −50,563−5.1% | Reduced |
| Barclays PLC | 944,291 | $58.2M | 0.04% | −219,076−18.8% | Reduced |
| National Pension Service | 951,131 | $58.5M | 0.09% | −6,250−0.7% | Reduced |
| Bank of Montreal | 917,785 | $59.2M | 0.03% | −63,700−6.5% | Reduced |
| Franklin Resources Inc | 1,011,586 | $62.3M | 0.03% | +975,862+2,731.7% | Added |
| TD Asset Management Inc | 1,036,118 | $63.8M | 0.08% | −1,382−0.1% | Reduced |
| Hudson Way Capital Management LLC | 1,041,664 | $64.2M | 12.62% | +89,314+9.4% | Added |
| Raymond James & Associates | 1,066,557 | $65.7M | 0.06% | +18,322+1.7% | Added |
| Frontier Capital Management Co LLC | 1,077,443 | $66.4M | 0.73% | +82,462+8.3% | Added |
| Clearbridge Investments, LLC | 1,116,505 | $68.8M | 0.07% | +81,464+7.9% | Added |
| Zurich Insurance Group Ltd | 1,127,024 | $69.4M | 0.73% | −35,697−3.1% | Reduced |
| Amundi | 1,171,351 | $70.6M | 0.03% | +115,916+11.0% | Added |
| Dimensional Fund Advisors LP | 1,181,884 | $72.8M | 0.02% | +2,552+0.2% | Added |
| California Public Employees Retirement System | 1,193,575 | $73.5M | 0.06% | +72,433+6.5% | Added |
| Credit Suisse AG | 1,254,725 | $77.3M | 0.08% | +57,942+4.8% | Added |
| Egerton Capital (UK) LLP | 1,394,577 | $85.9M | 1.00% | −57,310−3.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,422,873 | $87.6M | 0.07% | −33,063−2.3% | Reduced |
| Lord, Abbett & Co. LLC | 1,429,920 | $88.1M | 0.33% | +150,425+11.8% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 1,451,800 | $89.4M | 1.08% | +2,777+0.2% | Added |
| Putnam Investments LLC | 1,542,464 | $95.0M | 0.14% | −18,528−1.2% | Reduced |
| Macquarie Group Ltd | 1,605,326 | $98.9M | 0.12% | −63,849−3.8% | Reduced |
| Ameriprise Financial Inc | 1,612,644 | $99.3M | 0.03% | −200,122−11.0% | Reduced |
| Point72 Asset Management, L.P. | 1,623,600 | $100.0M | 0.34% | +1,181,700+267.4% | Added |
| Blacksheep Fund Management Ltd | 1,634,434 | $100.7M | 47.17% | −663,300−28.9% | Reduced |
| Wells Fargo & Company | 1,782,976 | $109.8M | 0.03% | +24,756+1.4% | Added |
| Holocene Advisors, LP | 1,814,089 | $111.7M | 0.50% | +1,199,077+195.0% | Added |
| UBS Asset Management Americas Inc | 1,947,442 | $120.0M | 0.05% | +226,625+13.2% | Added |
| Jane Street Group, LLC | 1,972,969 | $121.5M | 0.19% | +1,874,372+1,901.0% | Added |
| Charles Schwab Investment Management Inc | 2,125,318 | $130.9M | 0.04% | −48,522−2.2% | Reduced |
| Eminence Capital, LP | 2,170,674 | $133.7M | 2.65% | −62,663−2.8% | Reduced |
| Nuveen Asset Management, LLC | 2,213,018 | $136.3M | 0.05% | +26,460+1.2% | Added |
| Ci Investments Inc. | 2,230,737 | $137.4M | 0.77% | −87,559−3.8% | Reduced |
| Goldman Sachs Group Inc | 2,234,310 | $137.6M | 0.03% | +722,282+47.8% | Added |
| Bank of New York Mellon Corp | 2,353,905 | $145.0M | 0.03% | −1,897−0.1% | Reduced |
| Junto Capital Management LP | 2,484,268 | $153.0M | 3.62% | +539,197+27.7% | Added |
| Samlyn Capital, LLC | 2,658,283 | $163.8M | 2.90% | +768,206+40.6% | Added |
| Brown Advisory Inc | 3,324,280 | $204.8M | 0.34% | +64,297+2.0% | Added |
| Kempen Capital Management N.V. | 3,487,265 | $214.8M | 3.97% | +946,945+37.3% | Added |
| Darsana Capital Partners LP | 4,000,000 | $246.4M | 12.08% | 00.0% | Unchanged |
| Morgan Stanley | 4,040,665 | $248.9M | 0.03% | −115,226−2.8% | Reduced |
| Citadel Advisors LLC | 4,123,718 | $254.0M | 0.27% | +4,074,550+8,287.0% | Added |
| Northern Trust Corp | 4,183,003 | $257.7M | 0.05% | +209,719+5.3% | Added |
| JPMorgan Chase & Co | 4,240,952 | $261.2M | 0.03% | +2,414,418+132.2% | Added |
| Millennium Management LLC | 4,732,644 | $291.5M | 0.30% | +2,796,668+144.5% | Added |
| Wellington Management Group LLP | 5,072,541 | $312.5M | 0.06% | +3,794,837+297.0% | Added |
| Legal & General Group Plc | 5,372,017 | $330.9M | 0.12% | −72,641−1.3% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 6,564,382 | $404.4M | 3.90% | 00.0% | Unchanged |
| Vulcan Value Partners, LLC | 6,918,569 | $426.1M | 6.49% | −1,119,211−13.9% | Reduced |
| FMR LLC | 6,924,278 | $426.5M | 0.04% | +378,516+5.8% | Added |
| Norges Bank | 7,176,541 | $442.1M | 0.09% | +121,980+1.7% | Added |
| Bank of America Corp | 7,843,002 | $483.1M | 0.06% | +399,645+5.4% | Added |
| Diamond Hill Capital Management Inc | 8,244,231 | $507.8M | 2.46% | −1,336,897−14.0% | Reduced |
| Geode Capital Management, LLC | 8,948,957 | $550.5M | 0.07% | +794,282+9.7% | Added |
| First Manhattan Co | 9,149,034 | $557.8M | 2.06% | +419,181+4.8% | Added |
| Massachusetts Financial Services Co | 9,837,613 | $606.0M | 0.21% | −245,424−2.4% | Reduced |
| ValueAct Holdings, L.P.SuperinvestorValueAct Capital | 11,420,908 | $703.5M | 15.80% | −9,114,325−44.4% | Reduced |
| State Street Corp | 12,222,714 | $752.9M | 0.04% | +535,896+4.6% | Added |
| Manufacturers Life Insurance Company, The | 13,287,649 | $818.5M | 0.48% | +465,124+3.6% | Added |
| Invesco Ltd. | 14,991,011 | $923.4M | 0.25% | +1,910,419+14.6% | Added |
| Capital World Investors | 16,579,878 | $1.02B | 0.20% | +5,905,454+55.3% | Added |
| Akre Capital Management LLCSuperinvestorAkre Capital Management | 16,910,607 | $1.04B | 9.56% | +1,676,739+11.0% | Added |
| T. Rowe Price Investment Management, Inc. | 23,444,907 | $1.44B | 1.02% | +588,986+2.6% | Added |
| Principal Financial Group Inc | 24,271,969 | $1.50B | 1.07% | +50,448+0.2% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 26,910,677 | $1.66B | 3.23% | −2,249,633−7.7% | Reduced |
| BlackRock Inc. | 37,917,906 | $2.34B | 0.07% | +1,196,583+3.3% | Added |
| Vanguard Group Inc | 39,941,257 | $2.46B | 0.06% | +475,118+1.2% | Added |
| Capital International Investors | 42,003,664 | $2.59B | 0.66% | +2,257,720+5.7% | Added |
| Alkeon Capital Management LLC | 0 | $0 | 0.00% | −818,076−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −313,808−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −298,788−100.0% | Sold out |
| Newport Capital Group, LLC | 0 | $0 | 0.00% | −220,182−100.0% | Sold out |
| Rovida Advisors Inc. | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −143,616−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −84,213−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −69,411−100.0% | Sold out |