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 |
|---|---|---|---|---|---|
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 38,036 | $2.34M | 0.01% | +1,603+4.4% | Added |
| Kingswood Wealth Advisors, LLC | 37,534 | $2.31M | 0.40% | +37,534 | New |
| Northwest & Ethical Investments L.P. | 37,271 | $2.30M | 0.08% | −4,130−10.0% | Reduced |
| Tower Research Capital LLC (TRC) | 37,215 | $2.29M | 0.07% | +31,326+531.9% | Added |
| Gateway Investment Advisers LLC | 36,921 | $2.27M | 0.03% | 00.0% | Unchanged |
| 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 |
| Candriam Luxembourg S.C.A. | 36,022 | $2.22M | 0.02% | −970−2.6% | Reduced |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 36,000 | $2.22M | 0.12% | −4,000−10.0% | Reduced |
| Creative Planning | 35,919 | $2.21M | 0.00% | +4,033+12.6% | Added |
| Guardian Wealth Management, Inc. | 35,903 | $2.21M | 2.07% | +30+0.1% | Added |
| Andra AP-fonden | 35,700 | $2.20M | 0.13% | −300−0.8% | Reduced |
| Capital Analysts, LLC | 35,452 | $2.18M | 0.12% | +5,502+18.4% | Added |
| Cresset Asset Management, LLC | 35,317 | $2.18M | 0.02% | −9,906−21.9% | Reduced |
| Swiss Life Asset Management Ltd | 35,298 | $2.17M | 0.03% | +35,298 | New |
| Avitas Wealth Management LLC | 34,871 | $2.15M | 0.41% | −768−2.2% | Reduced |
| Sabal Trust CO | 34,828 | $2.15M | 0.14% | +963+2.8% | Added |
| US Bancorp | 34,260 | $2.11M | 0.00% | +1,632+5.0% | Added |
| Larson Financial Group LLC | 33,778 | $2.08M | 0.20% | +283+0.8% | Added |
| Royce & Associates LP | 33,646 | $2.07M | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 33,434 | $2.06M | 0.00% | +3,809+12.9% | Added |
| Badgley Phelps Wealth Managers, LLC | 32,970 | $2.03M | 0.07% | +1,730+5.5% | Added |
| Teza Capital Management LLC | 32,940 | $2.03M | 0.33% | +32,940 | New |
| Ingalls & Snyder LLC | 32,135 | $1.98M | 0.10% | −2,400−6.9% | Reduced |
| HBK Sorce Advisory LLC | 31,723 | $1.95M | 0.09% | 00.0% | Unchanged |
| Connable Office Inc | 31,584 | $1.95M | 0.27% | −8,304−20.8% | Reduced |
| Prudential Financial Inc | 31,577 | $1.95M | 0.00% | −1,025−3.1% | Reduced |
| Rathbone Brothers plc | 31,195 | $1.92M | 0.01% | +21,560+223.8% | Added |
| TD Waterhouse Canada Inc. | 30,995 | $1.92M | 0.02% | +564+1.9% | Added |
| Proficio Capital Partners LLC | 30,555 | $1.88M | 0.25% | +104+0.3% | Added |
| ExodusPoint Capital Management, LP | 30,552 | $1.88M | 0.02% | +30,552 | New |
| Dai-Ichi Life Insurance Company, Ltd | 29,975 | $1.85M | 0.04% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 29,613 | $1.82M | 0.00% | −3,369−10.2% | Reduced |
| Barr E S & Co | 29,275 | $1.80M | 0.13% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 28,813 | $1.77M | 1.38% | +1,280+4.6% | Added |
| RiverPark Advisors, LLC | 28,478 | $1.75M | 1.58% | −4,948−14.8% | Reduced |
| Regions Financial Corp | 28,458 | $1.75M | 0.02% | +2,247+8.6% | Added |
| Steward Partners Investment Advisory, LLC | 28,134 | $1.73M | 0.03% | +1,520+5.7% | Added |
| InterOcean Capital Group, LLC | 27,983 | $1.72M | 0.05% | −864−3.0% | Reduced |
| Comerica Bank | 27,304 | $1.68M | 0.01% | −283,945−91.2% | Reduced |
| Atria Investments LLC | 27,142 | $1.67M | 0.03% | +1,321+5.1% | Added |
| Gotham Asset Management, LLC | 27,134 | $1.67M | 0.03% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 26,861 | $1.65M | 0.21% | +198+0.7% | Added |
| Wesbanco Bank Inc | 25,763 | $1.59M | 0.07% | −3,658−12.4% | Reduced |
| Vetamer Capital Management, L.P. | 25,755 | $1.59M | 2.92% | −4,740−15.5% | Reduced |
| McKinley Capital Management LLC /Delaware | 25,647 | $1.58M | 0.22% | +440+1.7% | Added |
| Blair William & Co | 25,526 | $1.57M | 0.01% | +8,041+46.0% | Added |
| Mackenzie Financial Corp | 26,190 | $1.55M | 0.00% | −4,832−15.6% | Reduced |
| TownSquare Capital, LLC | 24,673 | $1.52M | 0.03% | +629+2.6% | Added |
| Checchi Capital Advisers, LLC | 24,660 | $1.52M | 0.14% | +1,235+5.3% | Added |
| Chicago Partners Investment Group LLC | 27,443 | $1.52M | 0.08% | −4,000−12.7% | Reduced |
| Bridgewater Associates, LP | 24,410 | $1.50M | 0.01% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 23,591 | $1.45M | 0.02% | +10,980+87.1% | Added |
| Bellwether Advisors, LLC | 23,505 | $1.45M | 0.39% | +23,505 | New |
| Global Endowment Management, LP | 23,295 | $1.43M | 0.15% | +23,295 | New |
| Procyon Private Wealth Partners, LLC | 23,048 | $1.42M | 0.15% | +16,662+260.9% | Added |
| CIBC Asset Management Inc | 22,769 | $1.40M | 0.01% | +524+2.4% | Added |
| Ossiam | 22,704 | $1.40M | 0.02% | +10,040+79.3% | Added |
| Integrated Advisors Network LLC | 22,640 | $1.39M | 0.09% | −783−3.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 22,296 | $1.37M | 0.00% | +22,296 | New |
| Bray Capital Advisors | 21,920 | $1.35M | 0.41% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 21,887 | $1.35M | 0.02% | −2,394−9.9% | Reduced |
| Clearstead Advisors, LLC | 21,357 | $1.32M | 0.08% | −2,732−11.3% | Reduced |
| Riverpark Capital Management LLC | 21,230 | $1.31M | 2.37% | −1,426−6.3% | Reduced |
| Oxford Financial Group Ltd | 20,579 | $1.27M | 0.11% | −90.0% | Reduced |
| Prudential PLC | 20,475 | $1.26M | 0.01% | −2,515−10.9% | Reduced |
| Mission Wealth Management, LP | 20,134 | $1.24M | 0.05% | +8,068+66.9% | Added |
| Edmond de Rothschild Holding S.A. | 19,986 | $1.23M | 0.03% | 00.0% | Unchanged |
| National Asset Management, Inc. | 19,786 | $1.22M | 0.03% | +8,816+80.4% | Added |
| Lee Danner & Bass Inc | 19,721 | $1.22M | 0.11% | −1,000−4.8% | Reduced |
| Pinnacle Associates Ltd | 19,489 | $1.20M | 0.02% | −614−3.1% | Reduced |
| MetLife Investment Management | 19,433 | $1.20M | 0.01% | +17+0.1% | Added |
| Cross Staff Investments Inc | 19,382 | $1.19M | 1.17% | −965−4.7% | Reduced |
| Raymond James Trust N.A. | 19,326 | $1.19M | 0.04% | +619+3.3% | Added |
| Bessemer Group Inc | 19,326 | $1.19M | 0.00% | −455−2.3% | Reduced |
| Seven Post Investment Office LP | 18,700 | $1.15M | 0.32% | 00.0% | Unchanged |
| Banco Santander, S.A. | 18,653 | $1.15M | 0.02% | +18,653 | New |
| APG Asset Management N.V. | 18,556 | $1.14M | 0.00% | −2,700−12.7% | Reduced |
| M&T Bank Corp | 18,465 | $1.14M | 0.00% | +1,845+11.1% | Added |
| Ar Asset Management Inc | 18,000 | $1.11M | 0.31% | 00.0% | Unchanged |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 17,467 | $1.10M | 0.95% | 00.0% | Unchanged |
| Next Capital Management LLC | 17,483 | $1.08M | 0.49% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 17,438 | $1.07M | 0.00% | +70+0.4% | Added |
| Franklin Street Advisors Inc | 17,375 | $1.07M | 0.09% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 17,198 | $1.07M | 0.01% | −3,307−16.1% | Reduced |
| Wedbush Securities Inc | 17,170 | $1.06M | 0.05% | +17,170 | New |
| Southeast Asset Advisors Inc. | 17,167 | $1.06M | 0.15% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 17,003 | $1.05M | 0.00% | −445−2.6% | Reduced |
| Level Four Advisory Services, LLC | 16,839 | $1.04M | 0.07% | +2,914+20.9% | Added |
| Stamos Capital Partners, L.P. | 16,800 | $1.03M | 0.23% | +16,800 | New |
| IHT Wealth Management, LLC | 16,659 | $1.03M | 0.05% | −899−5.1% | Reduced |
| Virtu Financial LLC | 16,348 | $1.01M | 0.10% | +9,577+141.4% | Added |
| Jump Financial, LLC | 16,156 | $995.2K | 0.04% | +16,156 | New |
| Ensign Peak Advisors, Inc | 15,200 | $936.3K | 0.00% | +3,100+25.6% | Added |
| Yelin Lapidot Holdings Management Ltd. | 14,827 | $927.4K | 0.23% | +14,827 | New |
| Rock Creek Group, LP | 15,000 | $924.0K | 0.12% | −35,000−70.0% | Reduced |
| River & Mercantile Asset Management LLP | 14,989 | $923.4K | 0.22% | −672−4.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 14,979 | $922.7K | 0.06% | +971+6.9% | Added |
| Essex Financial Services, Inc. | 14,972 | $922.3K | 0.11% | −900−5.7% | Reduced |
| Fulton Bank, N.A. | 14,907 | $918.3K | 0.05% | +14,907 | New |