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 |
|---|---|---|---|---|---|
| Synovus Financial Corp | 8,160 | $502.9K | 0.01% | −10.0% | Reduced |
| Capula Management Ltd | 8,100 | $499.0K | 0.03% | +8,100 | New |
| SG Americas Securities, LLC | 7,999 | $493.0K | 0.01% | +7,999 | New |
| Ethic Inc. | 7,975 | $491.3K | 0.02% | +3,492+77.9% | Added |
| Sage Rhino Capital LLC | 7,907 | $487.1K | 0.14% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 7,832 | $482.5K | 0.37% | −65−0.8% | Reduced |
| Fountainhead AM, LLC | 7,729 | $476.1K | 0.17% | −1,208−13.5% | Reduced |
| Glenview Trust Co | 7,662 | $472.0K | 0.01% | +197+2.6% | Added |
| CWM, LLC | 7,579 | $467.0K | 0.00% | +62+0.8% | Added |
| Yousif Capital Management, LLC | 7,581 | $467.0K | 0.01% | +490+6.9% | Added |
| Guinness Asset Management LTD | 7,570 | $466.3K | 0.01% | −853−10.1% | Reduced |
| Stratos Wealth Advisors, LLC | 7,548 | $465.0K | 0.03% | +7,548 | New |
| Linscomb & Williams, Inc. | 7,515 | $462.9K | 0.03% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 7,511 | $462.7K | 0.08% | −19,557−72.3% | Reduced |
| Parallel Advisors, LLC | 7,452 | $459.0K | 0.02% | −1,317−15.0% | Reduced |
| Arete Wealth Advisors, LLC | 7,381 | $454.7K | 0.08% | +380+5.4% | Added |
| Bank of Nova Scotia | 7,380 | $454.6K | 0.00% | +3,066+71.1% | Added |
| Marks Group Wealth Management, Inc | 7,334 | $451.8K | 0.06% | +21+0.3% | Added |
| AQR Capital Management LLC | 7,173 | $441.9K | 0.00% | +7,173 | New |
| Forum Financial Management, LP | 7,151 | $440.5K | 0.01% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 7,148 | $440.3K | 0.08% | +20.0% | Added |
| Golden State Equity Partners | 7,130 | $439.2K | 0.12% | +400+5.9% | Added |
| Visionary Wealth Advisors | 7,116 | $438.3K | 0.04% | −119−1.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 7,085 | $436.4K | 0.03% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 6,968 | $429.2K | 0.00% | +6,968 | New |
| Advisory Services Network, LLC | 6,896 | $424.8K | 0.01% | −1,068−13.4% | Reduced |
| Diligent Investors, LLC | 6,893 | $424.6K | 0.13% | 00.0% | Unchanged |
| American International Group, Inc. | 6,872 | $423.3K | 0.00% | −425−5.8% | Reduced |
| Old National Bancorp | 6,869 | $423.1K | 0.01% | −10−0.1% | Reduced |
| Cigna Investments Inc | 6,814 | $420.0K | 0.10% | 00.0% | Unchanged |
| Empowered Funds, LLC | 6,780 | $417.6K | 0.01% | +840+14.1% | Added |
| Dana Investment Advisors, Inc. | 6,759 | $416.4K | 0.02% | +6,759 | New |
| Meiji Yasuda Asset Management Co Ltd. | 6,720 | $414.0K | 0.02% | +920+15.9% | Added |
| Sequoia Financial Advisors, LLC | 6,712 | $413.4K | 0.01% | −452−6.3% | Reduced |
| La Banque Postale Asset Management SA | 6,663 | $410.4K | 0.01% | +6,663 | New |
| Welch & Forbes LLC | 6,550 | $403.5K | 0.01% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 6,500 | $400.4K | 0.04% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 6,719 | $397.6K | 0.02% | +2,275+51.2% | Added |
| NewEdge Wealth, LLC | 6,430 | $396.1K | 0.01% | −915−12.5% | Reduced |
| Nalls Sherbakoff Group, LLC | 6,348 | $391.0K | 0.38% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 6,300 | $388.1K | 0.01% | −700−10.0% | Reduced |
| Bartlett & Co. LLC | 6,300 | $388.0K | 0.01% | −700−10.0% | Reduced |
| Virtus Family Office LLC | 6,170 | $380.1K | 0.69% | +807+15.0% | Added |
| JustInvest LLC | 6,107 | $376.2K | 0.01% | −133−2.1% | Reduced |
| Farther Finance Advisors, LLC | 6,057 | $373.1K | 0.06% | +402+7.1% | Added |
| HB Wealth Management, LLC | 6,050 | $372.7K | 0.01% | +284+4.9% | Added |
| Family Management Corp | 6,003 | $369.8K | 0.08% | −4−0.1% | Reduced |
| Northeast Investment Management | 6,000 | $369.6K | 0.02% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 6,000 | $369.0K | 0.00% | −9−0.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 5,967 | $367.6K | 0.01% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 5,871 | $361.6K | 0.21% | −286−4.6% | Reduced |
| Arlington Financial Advisors, LLC | 5,865 | $361.3K | 0.13% | 00.0% | Unchanged |
| Oak Thistle LLC | 5,862 | $361.1K | 0.11% | −5,608−48.9% | Reduced |
| Integrated Wealth Concepts LLC | 5,853 | $360.5K | 0.01% | +21+0.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 5,785 | $356.4K | 0.12% | +5,785 | New |
| KCM Investment Advisors LLC | 5,736 | $353.3K | 0.02% | +533+10.2% | Added |
| Davenport & Co LLC | 5,600 | $345.0K | 0.00% | −288−4.9% | Reduced |
| Good Life Advisors, LLC | 5,567 | $342.9K | 0.04% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 5,537 | $341.1K | 0.06% | −433−7.3% | Reduced |
| Greenhaven Road Investment Management, L.P. | 553,700 | $341.1K | 17.11% | −92,000−14.2% | Reduced |
| Steel Peak Wealth Management LLC | 5,459 | $336.3K | 0.02% | +4+0.1% | Added |
| Transcend Wealth Collective, LLC | 5,459 | $336.3K | 0.03% | −500−8.4% | Reduced |
| Lido Advisors, LLC | 5,383 | $331.6K | 0.00% | +1,143+27.0% | Added |
| QRG Capital Management, Inc. | 5,361 | $330.2K | 0.01% | +5,361 | New |
| Signaturefd, LLC | 5,331 | $328.4K | 0.01% | +1,108+26.2% | Added |
| Ieq Capital, LLC | 5,302 | $326.6K | 0.01% | +759+16.7% | Added |
| Dakota Wealth Management | 5,260 | $324.0K | 0.01% | −1,265−19.4% | Reduced |
| Horizon Kinetics Asset Management LLC | 5,058 | $311.6K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 4,985 | $307.1K | 0.01% | −235−4.5% | Reduced |
| Prospera Financial Services Inc | 4,948 | $304.8K | 0.01% | +383+8.4% | Added |
| Leonteq Securities AG | 4,939 | $304.2K | 0.03% | +701+16.5% | Added |
| Fortress Wealth Group, LLC | 5,141 | $303.3K | 0.20% | +943+22.5% | Added |
| Symmetry Partners, LLC | 4,908 | $302.0K | 0.02% | 00.0% | Unchanged |
| D. E. Shaw & Co., Inc. | 4,900 | $301.8K | 0.00% | −5,784−54.1% | Reduced |
| First Bank & Trust | 4,898 | $301.7K | 0.08% | −108−2.2% | Reduced |
| Clearwater Capital Advisors, LLC | 4,845 | $298.5K | 0.04% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 4,840 | $298.1K | 0.04% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 4,831 | $297.6K | 0.06% | +50+1.0% | Added |
| Integrated Investment Consultants, LLC | 4,830 | $297.5K | 0.11% | +4,830 | New |
| Eschler Asset Management LLP | 4,815 | $296.6K | 0.35% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,800 | $295.7K | 0.07% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 4,794 | $295.3K | 0.06% | +9+0.2% | Added |
| Sweeney & Michel, LLC | 4,698 | $293.2K | 0.15% | +13+0.3% | Added |
| First City Capital Management, Inc. | 4,750 | $292.6K | 0.18% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 4,700 | $289.5K | 0.12% | 00.0% | Unchanged |
| Fusion Capital, LLC | 4,690 | $288.9K | 0.16% | +12+0.3% | Added |
| Calamos Wealth Management LLC | 4,636 | $285.6K | 0.02% | +4,636 | New |
| BancorpSouth Bank | 4,583 | $282.4K | 0.02% | −16−0.3% | Reduced |
| RDA Financial Network | 4,572 | $281.6K | 0.12% | +156+3.5% | Added |
| Kovack Advisors, Inc. | 4,533 | $279.3K | 0.04% | +514+12.8% | Added |
| Gateway Advisory, LLC | 4,500 | $277.2K | 0.06% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 4,500 | $277.2K | 0.06% | 00.0% | Unchanged |
| PRW Wealth Management LLC | 5,020 | $276.4K | 0.11% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 4,436 | $273.3K | 0.20% | +3+0.1% | Added |
| UniSuper Management Pty Ltd | 4,400 | $271.0K | 0.00% | +400+10.0% | Added |
| Arkadios Wealth Advisors | 4,398 | $270.9K | 0.03% | −102−2.3% | Reduced |
| We Are One Seven, LLC | 4,333 | $266.9K | 0.02% | +4,333 | New |
| Fidelis Capital Partners, LLC | 4,297 | $264.7K | 0.09% | −674−13.6% | Reduced |
| Venture Visionary Partners LLC | 4,238 | $261.1K | 0.02% | +10.0% | Added |
| Sherbrooke Park Advisers LLC | 4,230 | $260.6K | 0.08% | −5,837−58.0% | Reduced |