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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 105,760 | $6.51M | 0.03% | −4,451−4.0% | Reduced |
| Forsta Ap-Fonden | 104,100 | $6.41M | 0.07% | −4,800−4.4% | Reduced |
| EverSource Wealth Advisors, LLC | 103,531 | $6.38M | 0.68% | +1,762+1.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 102,800 | $6.33M | 0.03% | +102,800 | New |
| Jackson Square Partners, LLC | 99,727 | $6.14M | 0.21% | −29,584−22.9% | Reduced |
| Jessup Wealth Management, Inc | 98,859 | $6.09M | 3.51% | +92,072+1,356.6% | Added |
| PenderFund Capital Management Ltd. | 71,060 | $5.95M | 1.78% | −4,960−6.5% | Reduced |
| KBC Group NV | 95,872 | $5.91M | 0.02% | −1,230−1.3% | Reduced |
| Public Employees Retirement Association of Colorado | 94,299 | $5.81M | 0.03% | −579−0.6% | Reduced |
| CI Private Wealth, LLC | 94,064 | $5.80M | 0.01% | −769−0.8% | Reduced |
| American Century Companies Inc | 92,950 | $5.73M | 0.00% | +9,763+11.7% | Added |
| Neuberger Berman Group LLC | 92,631 | $5.71M | 0.01% | +24,693+36.3% | Added |
| Point72 Europe (London) LLP | 92,300 | $5.69M | 0.77% | +92,300 | New |
| Beach Investment Counsel Inc | 91,300 | $5.62M | 0.70% | +13,200+16.9% | Added |
| Covey Capital Advisors, LLC | 91,047 | $5.61M | 7.96% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 90,989 | $5.61M | 0.02% | +23,684+35.2% | Added |
| HighTower Advisors, LLC | 87,677 | $5.39M | 0.01% | −9,756−10.0% | Reduced |
| Texas Yale Capital Corp. | 85,969 | $5.30M | 0.24% | −4,069−4.5% | Reduced |
| Old Well Partners, LLC | 84,173 | $5.19M | 4.49% | −750−0.9% | Reduced |
| Daiwa Securities Group Inc. | 84,180 | $5.18M | 0.04% | +5,239+6.6% | Added |
| MYDA Advisors LLC | 84,000 | $5.17M | 1.94% | −26,000−23.6% | Reduced |
| Triangle Securities Wealth Management | 83,426 | $5.14M | 1.83% | −420−0.5% | Reduced |
| 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 |
| Financial Counselors Inc | 81,167 | $5.00M | 0.10% | +130+0.2% | Added |
| Iridian Asset Management LLC | 79,840 | $4.92M | 1.00% | −286,819−78.2% | Reduced |
| Truist Financial Corp | 79,122 | $4.87M | 0.01% | +5,269+7.1% | Added |
| Menlo Advisors LLC | 76,800 | $4.73M | 3.11% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 76,179 | $4.69M | 1.64% | −2,947−3.7% | Reduced |
| Cinctive Capital Management LP | 75,160 | $4.63M | 0.25% | −104,661−58.2% | Reduced |
| Public Sector Pension Investment Board | 75,141 | $4.63M | 0.03% | +400+0.5% | Added |
| Assetmark, Inc | 73,190 | $4.51M | 0.02% | +8,191+12.6% | 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 |
| Osborne Partners Capital Management, LLC | 70,620 | $4.35M | 0.32% | +1,910+2.8% | Added |
| Janus Henderson Group PLC | 69,266 | $4.27M | 0.00% | −2,801−3.9% | Reduced |
| Accuvest Global Advisors | 69,183 | $4.26M | 2.34% | −11,968−14.7% | Reduced |
| Rational Advisors LLC | 68,500 | $4.22M | 0.38% | −12,200−15.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 67,790 | $4.18M | 0.10% | +45,655+206.3% | Added |
| Sendero Wealth Management, LLC | 67,146 | $4.14M | 0.89% | +5,045+8.1% | Added |
| Bayesian Capital Management, LP | 67,100 | $4.13M | 0.47% | +67,100 | New |
| Nissay Asset Management Corp | 67,065 | $4.13M | 0.04% | +2,431+3.8% | Added |
| BNP Paribas Arbitrage, SA | 66,046 | $4.07M | 0.01% | −20,604−23.8% | Reduced |
| Close Asset Management Ltd | 65,271 | $4.02M | 0.21% | −663−1.0% | Reduced |
| Amalgamated Bank | 64,029 | $3.94M | 0.03% | +100.0% | Added |
| First Trust Advisors LP | 63,804 | $3.93M | 0.00% | −28,348−30.8% | Reduced |
| Beck Mack & Oliver LLC | 63,026 | $3.88M | 0.10% | −9,116−12.6% | Reduced |
| Strategic Blueprint, LLC | 61,875 | $3.81M | 0.35% | +41,915+210.0% | Added |
| Kestra Advisory Services, LLC | 61,728 | $3.80M | 0.04% | +28,211+84.2% | Added |
| Retireful, LLC | 61,036 | $3.76M | 1.79% | +61,036 | New |
| Heron Bay Capital Management | 60,964 | $3.76M | 1.01% | +6,350+11.6% | Added |
| Teton Advisors, Inc. | 60,500 | $3.73M | 1.15% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 59,957 | $3.69M | 0.99% | −78−0.1% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 59,000 | $3.63M | 0.59% | −500−0.8% | Reduced |
| D.A. Davidson & Co. | 58,218 | $3.59M | 0.04% | −5,871−9.2% | Reduced |
| Pacific Capital Partners Ltd | 57,500 | $3.54M | 2.14% | +57,500 | New |
| Alta Fox Capital Management, LLC | 56,460 | $3.48M | 3.81% | +56,460 | New |
| Sierra Capital LLC | 55,848 | $3.44M | 0.55% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 55,414 | $3.41M | 0.10% | −4,719−7.8% | Reduced |
| British Columbia Investment Management Corp | 54,924 | $3.38M | 0.03% | +563+1.0% | Added |
| ArrowMark Colorado Holdings LLC | 54,400 | $3.35M | 0.04% | 00.0% | Unchanged |
| Grand Jean Capital Management Inc | 53,326 | $3.35M | 1.04% | 00.0% | Unchanged |
| Aviva PLC | 52,915 | $3.26M | 0.01% | +29,119+122.4% | Added |
| Pearl River Capital, LLC | 52,467 | $3.23M | 0.51% | −25,744−32.9% | Reduced |
| Russell Investments Group, Ltd. | 51,713 | $3.19M | 0.01% | −12,826−19.9% | Reduced |
| Alps Advisors Inc | 50,800 | $3.13M | 0.03% | −4,950−8.9% | Reduced |
| Elo Mutual Pension Insurance Co | 50,565 | $3.12M | 0.10% | +961+1.9% | Added |
| Captrust Financial Advisors | 49,967 | $3.08M | 0.01% | −30,024−37.5% | Reduced |
| Schroder Investment Management Group | 49,422 | $3.04M | 0.00% | +2,489+5.3% | Added |
| Maryland State Retirement & Pension System | 49,318 | $3.04M | 0.07% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 49,130 | $3.03M | 0.29% | 00.0% | Unchanged |
| Ally Financial Inc. | 49,000 | $3.02M | 0.44% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 48,834 | $3.01M | 0.05% | +4,240+9.5% | Added |
| Samjo Capital LLC | 48,250 | $2.97M | 1.17% | +48,250 | New |
| Tredje AP-fonden | 48,071 | $2.96M | 0.04% | −4,523−8.6% | Reduced |
| Allianz Asset Management GmbH | 47,835 | $2.95M | 0.01% | −27,098−36.2% | Reduced |
| Kayne Anderson Capital Advisors LP | 47,200 | $2.91M | 0.09% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 46,812 | $2.88M | 0.02% | +1,236+2.7% | Added |
| Waterfront Wealth Inc. | 52,190 | $2.88M | 0.94% | +10.0% | Added |
| Swedbank AB | 45,436 | $2.80M | 0.01% | +45,436 | New |
| Pinnacle Financial Partners Inc | 45,064 | $2.78M | 0.07% | −46−0.1% | 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 |
| CIBC Private Wealth Group, LLC | 44,687 | $2.75M | 0.01% | −2,622−5.5% | Reduced |
| Curbstone Financial Management Corp | 44,198 | $2.72M | 0.67% | −1,300−2.9% | Reduced |
| O'Rourke & Company, Inc | 43,816 | $2.70M | 1.97% | −251−0.6% | Reduced |
| Legacy Capital Wealth Partners, LLC | 43,502 | $2.68M | 0.74% | −865−1.9% | Reduced |
| Karani Asset Management LLC | 43,017 | $2.65M | 3.82% | −17,834−29.3% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 41,863 | $2.64M | 0.56% | −31,555−43.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 42,432 | $2.63M | 0.23% | −1,646−3.7% | Reduced |
| Mirabella Financial Services LLP | 42,340 | $2.61M | 0.37% | +42,340 | New |
| Rothschild Investment Corp | 41,033 | $2.53M | 0.21% | +2,030+5.2% | Added |
| IFP Advisors, Inc | 40,862 | $2.52M | 0.11% | +209+0.5% | Added |
| Xponance, Inc. | 40,653 | $2.50M | 0.03% | +1,159+2.9% | Added |
| Cobalt Capital Management, Inc. | 40,000 | $2.46M | 0.94% | +40,000 | New |
| Nordea Investment Management AB | 38,914 | $2.43M | 0.00% | −729−1.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 39,226 | $2.42M | 0.00% | −28,351−42.0% | Reduced |
| Saba Capital Management, L.P. | 38,728 | $2.39M | 0.08% | −28,910−42.7% | Reduced |
| Cetera Advisor Networks LLC | 38,512 | $2.37M | 0.01% | +1,494+4.0% | Added |
| Intech Investment Management LLC | 38,291 | $2.36M | 0.03% | +897+2.4% | Added |