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 |
|---|---|---|---|---|---|
| Walter & Keenan Financial Consulting Co | 14,626 | $901.0K | 0.35% | 00.0% | Unchanged |
| Baader Bank INC | 14,546 | $896.0K | 0.08% | −4,201−22.4% | Reduced |
| Pathstone Family Office, LLC | 14,455 | $890.4K | 0.01% | +7,530+108.7% | Added |
| Mercer Global Advisors Inc | 14,449 | $890.0K | 0.00% | +112+0.8% | Added |
| Wolverine Trading, LLC | 14,344 | $883.6K | 0.01% | +7,590+112.4% | Added |
| Cannon Global Investment Management, LLC | 14,300 | $880.9K | 6.15% | +14,300 | New |
| Independent Advisor Alliance | 14,272 | $879.2K | 0.04% | −863−5.7% | Reduced |
| AE Wealth Management LLC | 14,260 | $878.4K | 0.01% | +168+1.2% | Added |
| J.W. Cole Advisors, Inc. | 14,241 | $877.3K | 0.06% | +30+0.2% | Added |
| CenterBook Partners LP | 14,075 | $867.0K | 0.11% | −15,643−52.6% | Reduced |
| MML Investors Services, LLC | 14,062 | $866.0K | 0.00% | −9,494−40.3% | Reduced |
| Epoch Investment Partners, Inc. | 14,030 | $864.2K | 0.01% | −84−0.6% | Reduced |
| First National Bank Sioux Falls | 14,027 | $864.1K | 0.52% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 14,030 | $864.0K | 0.09% | +14,030 | New |
| Keybank National Association | 14,021 | $863.7K | 0.00% | +19+0.1% | Added |
| Curated Wealth Partners LLC | 13,994 | $862.0K | 0.16% | −1,258−8.2% | Reduced |
| Gilbert & Cook, Inc. | 13,738 | $846.3K | 0.13% | +1,227+9.8% | Added |
| Choate Investment Advisors | 13,723 | $845.3K | 0.03% | +13,723 | New |
| Douglas Lane & Associates, LLC | 13,703 | $844.1K | 0.01% | +150+1.1% | Added |
| Private Advisor Group, LLC | 13,567 | $835.8K | 0.01% | −9,233−40.5% | Reduced |
| Guardian Investment Management | 13,500 | $831.6K | 0.76% | 00.0% | Unchanged |
| Commerce Bank | 13,476 | $830.1K | 0.01% | +286+2.2% | Added |
| DRW Securities, LLC | 13,300 | $819.0K | 0.07% | +13,300 | New |
| Vestcor Inc | 13,197 | $813.0K | 0.03% | −17,400−56.9% | Reduced |
| Harbor Capital Advisors, Inc. | 13,129 | $808.7K | 0.17% | −346−2.6% | Reduced |
| CFM Wealth Partners LLC | 13,067 | $804.9K | 0.21% | +90+0.7% | Added |
| Metis Global Partners, LLC | 12,924 | $796.1K | 0.04% | +797+6.6% | Added |
| Moody National Bank Trust Division | 12,740 | $784.8K | 0.05% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 12,729 | $784.1K | 0.05% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,596 | $775.9K | 0.01% | +233+1.9% | Added |
| Kraematon Investment Advisors, Inc | 12,566 | $774.1K | 0.95% | −1,061−7.8% | Reduced |
| Kestra Private Wealth Services, LLC | 12,504 | $770.2K | 0.02% | +806+6.9% | Added |
| ProVise Management Group, LLC | 12,479 | $768.7K | 0.07% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,442 | $766.4K | 0.04% | +22+0.2% | Added |
| Element Pointe Advisors, LLC | 12,348 | $760.6K | 0.24% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 12,305 | $758.0K | 0.03% | −1,447−10.5% | Reduced |
| Fort Pitt Capital Group, LLC | 12,289 | $757.0K | 0.03% | 00.0% | Unchanged |
| Van Eck Associates Corp | 12,206 | $752.0K | 0.00% | −377−3.0% | Reduced |
| Fifth Lane Capital, LP | 12,203 | $751.7K | 0.76% | +12,203 | New |
| CWA Asset Management Group, LLC | 12,196 | $751.3K | 0.06% | −20−0.2% | Reduced |
| James J. Burns & Company, LLC | 12,033 | $741.0K | 0.20% | +20+0.2% | Added |
| Canandaigua National Bank & Trust Co | 11,938 | $735.4K | 0.12% | −102−0.8% | Reduced |
| Redwood Investment Management, LLC | 11,936 | $735.0K | 0.06% | +11,936 | New |
| Vinva Investment Management Ltd | 11,567 | $723.5K | 0.07% | −4,527−28.1% | Reduced |
| Beacon Pointe Advisors, LLC | 11,550 | $711.5K | 0.01% | +57+0.5% | Added |
| Siemens Fonds Invest GmbH | 11,515 | $709.3K | 0.07% | +5,343+86.6% | Added |
| Silvant Capital Management LLC | 11,343 | $698.7K | 0.04% | 00.0% | Unchanged |
| Spire Wealth Management | 11,238 | $692.3K | 0.03% | −30.0% | Reduced |
| Moors & Cabot, Inc. | 11,205 | $690.2K | 0.05% | +800+7.7% | Added |
| Centiva Capital, LP | 11,174 | $688.3K | 0.03% | +11,174 | New |
| JTC Employer Solutions Trusteee Ltd | 11,119 | $685.0K | 0.06% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 11,015 | $678.6K | 0.01% | +104+1.0% | Added |
| Toroso Investments, LLC | 11,011 | $678.3K | 0.02% | +455+4.3% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 10,939 | $673.9K | 0.23% | +20.0% | Added |
| Wealthfront Advisers LLC | 10,891 | $670.9K | 0.00% | +1,852+20.5% | Added |
| Zhang Financial LLC | 10,855 | $668.7K | 0.07% | −313−2.8% | Reduced |
| Chemistry Wealth Management LLC | 10,804 | $665.5K | 0.22% | −3,073−22.1% | Reduced |
| Western Wealth Management, LLC | 10,757 | $662.6K | 0.06% | +435+4.2% | Added |
| Paradigm Asset Management Co LLC | 10,454 | $644.0K | 0.18% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 10,356 | $637.9K | 0.18% | +491+5.0% | Added |
| Concentric Capital Strategies, LP | 10,347 | $637.4K | 0.07% | +10,347 | New |
| Diversified Trust Co | 10,316 | $635.5K | 0.02% | −481−4.5% | Reduced |
| MAI Capital Management | 10,308 | $635.0K | 0.01% | −389−3.6% | Reduced |
| Wealthcare Advisory Partners LLC | 10,281 | $633.3K | 0.03% | +16+0.2% | Added |
| Lincoln National Corp | 10,251 | $631.5K | 0.01% | +1,962+23.7% | Added |
| Beaumont Financial Advisors, LLC | 10,220 | $629.6K | 0.06% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 10,220 | $629.6K | 0.01% | +235+2.4% | Added |
| Red Door Wealth Management, LLC | 10,176 | $626.8K | 0.16% | −2,748−21.3% | Reduced |
| Qtron Investments LLC | 10,127 | $623.8K | 0.12% | +10,127 | New |
| Clear Harbor Asset Management, LLC | 10,125 | $623.7K | 0.07% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 10,052 | $619.2K | 0.01% | −2,398−19.3% | Reduced |
| Banque Cantonale Vaudoise | 10,009 | $617.0K | 0.03% | +1,909+23.6% | Added |
| Laurion Capital Management LP | 10,000 | $616.0K | 0.02% | +10,000 | New |
| Glenmede Trust Co NA | 9,914 | $610.7K | 0.00% | +3,668+58.7% | Added |
| Advisor Resource Council | 9,878 | $608.5K | 0.40% | +500+5.3% | Added |
| RW Investment Management LLC | 9,724 | $599.0K | 0.11% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 9,700 | $597.5K | 0.01% | −70,500−87.9% | Reduced |
| Yorktown Management & Research Co Inc | 9,700 | $597.5K | 0.67% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 9,623 | $592.8K | 0.12% | −639−6.2% | Reduced |
| New York Life Investment Management LLC | 9,616 | $592.3K | 0.01% | −1,264−11.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 9,610 | $592.0K | 0.32% | +9,610 | New |
| Financial Management Network Inc | 9,690 | $579.1K | 0.19% | −1,168−10.8% | Reduced |
| Bradley Foster & Sargent Inc | 10,250 | $574.0K | 0.01% | 00.0% | Unchanged |
| Fund Management at Engine No. 1 LLC | 9,254 | $570.0K | 0.09% | +1,725+22.9% | Added |
| Agf Management Ltd | 9,223 | $568.1K | 0.00% | −431−4.5% | Reduced |
| Guggenheim Capital LLC | 9,095 | $560.3K | 0.00% | −1,291−12.4% | Reduced |
| Zimmermann Investment Management & Planning LLC | 9,004 | $554.6K | 0.27% | +9,004 | New |
| Mutual Advisors, LLC | 8,915 | $549.2K | 0.02% | −37−0.4% | Reduced |
| Aries Wealth Management | 9,060 | $546.7K | 0.21% | −150−1.6% | Reduced |
| Segment Wealth Management, LLC | 8,850 | $545.2K | 0.06% | 00.0% | Unchanged |
| Sciencast Management LP | 8,836 | $544.3K | 0.25% | +8,836 | New |
| O'Shaughnessy Asset Management, LLC | 8,771 | $540.3K | 0.01% | +2,494+39.7% | Added |
| Fiduciary Group LLC | 8,700 | $535.9K | 0.07% | 00.0% | Unchanged |
| E&G Advisors, LP | 8,600 | $529.8K | 0.19% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 8,508 | $524.1K | 0.32% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 8,452 | $520.6K | 0.08% | −873−9.4% | Reduced |
| Sawgrass Asset Management LLC | 8,437 | $519.7K | 0.06% | −149−1.7% | Reduced |
| Atom Investors LP | 8,374 | $515.8K | 0.12% | +8,374 | New |
| Acadian Asset Management LLC | 8,341 | $512.0K | 0.00% | +3,693+79.5% | Added |
| Corsair Capital Management, L.P. | 8,185 | $504.2K | 0.17% | −40.0% | Reduced |