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 |
|---|---|---|---|---|---|
| MONECO Advisors, LLC | 4,189 | $258.0K | 0.07% | +117+2.9% | Added |
| Watershed Private Wealth LLC | 4,157 | $256.1K | 0.16% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,120 | $253.8K | 0.00% | −10−0.2% | Reduced |
| EP Wealth Advisors, LLC | 4,110 | $253.2K | 0.00% | −21,345−83.9% | Reduced |
| Fort Sheridan Advisors LLC | 4,078 | $251.2K | 0.06% | +103+2.6% | Added |
| Summit Trail Advisors, LLC | 4,035 | $248.6K | 0.01% | +4,035 | New |
| Kavar Capital Partners Group, LLC | 4,022 | $247.7K | 0.05% | 00.0% | Unchanged |
| Brevan Howard Capital Management LP | 4,016 | $247.4K | 0.07% | +4,016 | New |
| Hodges Capital Management Inc. | 4,007 | $247.0K | 0.03% | +4,007 | Added |
| GWM Advisors LLC | 3,963 | $244.1K | 0.00% | −205−4.9% | Reduced |
| Exchange Traded Concepts, LLC | 3,957 | $243.8K | 0.01% | +3,929+14,032.1% | Added |
| Crossmark Global Holdings, Inc. | 3,905 | $243.0K | 0.01% | +16+0.4% | Added |
| Knightsbridge Asset Management, LLC | 3,940 | $243.0K | 0.08% | −25−0.6% | Reduced |
| Operose Advisors LLC | 3,925 | $241.8K | 0.10% | 00.0% | Unchanged |
| Veriti Management LLC | 3,916 | $241.2K | 0.03% | +3,916 | New |
| Tradition Wealth Management, LLC | 3,915 | $241.0K | 0.03% | +296+8.2% | Added |
| Edge Capital Group, LLC | 3,899 | $240.2K | 0.02% | 00.0% | Unchanged |
| Ade, LLC | 3,805 | $234.4K | 0.18% | 00.0% | Unchanged |
| Umb Bank N A | 3,800 | $234.1K | 0.00% | −574−13.1% | Reduced |
| Bragg Financial Advisors, Inc | 3,777 | $232.7K | 0.01% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 3,766 | $232.0K | 0.02% | −45−1.2% | Reduced |
| Apollon Wealth Management, LLC | 3,760 | $231.6K | 0.01% | +170+4.7% | Added |
| Johnson Investment Counsel Inc | 3,756 | $231.3K | 0.00% | +3,756 | New |
| TAGStone Capital, Inc. | 3,745 | $231.0K | 0.17% | +10+0.3% | Added |
| Lakeview Capital Partners, LLC | 3,734 | $230.0K | 0.04% | −36−1.0% | Reduced |
| Driehaus Capital Management LLC | 3,721 | $229.2K | 0.00% | −1,180−24.1% | Reduced |
| Desjardins Global Asset Management Inc. | 3,716 | $228.9K | 0.02% | +3,716 | New |
| Resurgent Financial Advisors LLC | 3,708 | $228.4K | 0.16% | −2−0.1% | Reduced |
| William Blair Investment Management, LLC | 3,673 | $226.3K | 0.00% | +8+0.2% | Added |
| TFB Advisors LLC | 3,672 | $226.2K | 0.27% | +3,672 | New |
| Greenleaf Trust | 3,663 | $225.6K | 0.00% | +3,663 | New |
| Peapack Gladstone Financial Corp | 3,665 | $225.0K | 0.00% | +3,665 | New |
| L.M. Kohn & Company | 3,645 | $224.5K | 0.08% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 3,615 | $222.7K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 3,572 | $220.1K | 0.01% | +3,572 | New |
| Western Pacific Wealth Management, LP | 3,566 | $219.7K | 0.18% | +365+11.4% | Added |
| Citizens National Bank Trust Department | 3,555 | $219.0K | 0.06% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 3,551 | $218.7K | 0.10% | +3,551 | New |
| Panagora Asset Management Inc | 3,532 | $217.6K | 0.00% | +3,532 | New |
| Quantinno Capital Management LP | 3,503 | $216.0K | 0.01% | +3,503 | New |
| Mayflower Financial Advisors, LLC | 3,496 | $215.4K | 0.03% | +3,496 | New |
| Aspen Grove Capital, LLC | 3,482 | $214.5K | 0.08% | +3,482 | New |
| Vident Advisory, LLC | 3,476 | $214.1K | 0.01% | +3,476 | New |
| Cadent Capital Advisors, LLC | 3,450 | $212.5K | 0.10% | +3,450 | New |
| Graham Capital Management, L.P. | 3,421 | $210.7K | 0.01% | +3,421 | New |
| Capstone Investment Advisors, LLC | 3,413 | $210.2K | 0.01% | +3,413 | New |
| Dorsey & Whitney Trust CO LLC | 3,380 | $208.2K | 0.02% | +3,380 | New |
| Avantax Advisory Services, Inc. | 3,371 | $207.7K | 0.00% | +3,371 | New |
| Dynamic Advisor Solutions LLC | 3,368 | $207.4K | 0.01% | +3,368 | New |
| Carmichael Hill & Associates, Inc. | 3,357 | $206.8K | 0.10% | +9+0.3% | Added |
| Summit Financial, LLC | 3,346 | $206.1K | 0.02% | +3,346 | New |
| Concord Wealth Partners | 3,297 | $203.1K | 0.04% | +1,369+71.0% | Added |
| Keel Point, LLC | 3,286 | $202.4K | 0.03% | +3,286 | New |
| Ostrum Asset Management | 3,234 | $199.2K | 0.02% | −23−0.7% | Reduced |
| Manchester Capital Management LLC | 3,001 | $184.9K | 0.03% | +3,001 | New |
| Wellington Shields & Co., LLC | 3,000 | $184.8K | 0.05% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,970 | $182.9K | 0.09% | −362−10.9% | Reduced |
| Cutler Group LP | 2,888 | $177.0K | 0.03% | −5,148−64.1% | Reduced |
| LFA - Lugano Financial Advisors SA | 2,850 | $175.6K | 0.15% | −1,450−33.7% | Reduced |
| Brown Brothers Harriman & Co | 2,737 | $168.6K | 0.00% | +1,512+123.4% | Added |
| Bokf, NA | 2,994 | $165.9K | 0.00% | +18+0.6% | Added |
| Headlands Technologies LLC | 2,672 | $164.6K | 0.08% | +2,672 | New |
| Montag A & Associates Inc | 2,666 | $164.2K | 0.01% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 2,620 | $161.0K | 0.00% | +2,620 | New |
| Hexagon Capital Partners LLC | 2,570 | $158.3K | 0.04% | −103−3.9% | Reduced |
| TFC Financial Management | 2,550 | $157.1K | 0.04% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 2,436 | $150.1K | 0.07% | +512+26.6% | Added |
| ORG Partners LLC | 2,434 | $150.0K | 0.04% | +322+15.2% | Added |
| Whittier Trust Co | 2,292 | $141.2K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,271 | $139.9K | 0.02% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 2,200 | $135.5K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2,049 | $126.2K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 2,012 | $123.9K | 0.00% | −26−1.3% | Reduced |
| Wellington Shields Capital Management, LLC | 2,000 | $123.2K | 0.02% | 00.0% | Unchanged |
| Granite FO LLC | 2,000 | $123.2K | 0.09% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,973 | $121.5K | 0.01% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,900 | $117.0K | 0.07% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,891 | $116.5K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,890 | $116.4K | 0.01% | +5+0.3% | Added |
| Smithfield Trust Co | 1,836 | $114.0K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,805 | $111.0K | 0.00% | −145−7.4% | Reduced |
| Global Retirement Partners, LLC | 1,812 | $108.3K | 0.01% | +226+14.2% | Added |
| Atlas Capital Advisors LLC | 1,750 | $107.8K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,745 | $107.5K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,724 | $106.2K | 0.00% | −3−0.2% | Reduced |
| Tower View Investment Management & Research LLC | 1,623 | $100.0K | 0.07% | +5+0.3% | Added |
| Hoey Investments, Inc | 1,569 | $96.7K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 1,410 | $86.9K | 0.00% | +81+6.1% | Added |
| HHM Wealth Advisors, LLC | 1,400 | $86.2K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,260 | $77.6K | 0.03% | −238−15.9% | Reduced |
| Parkside Financial Bank & Trust | 1,235 | $76.1K | 0.02% | +219+21.6% | Added |
| Itau Unibanco Holding S.A. | 1,230 | $75.8K | 0.00% | +1,230 | New |
| Private Trust Co NA | 1,134 | $69.9K | 0.01% | +351+44.8% | Added |
| Whittier Trust Co of Nevada Inc | 1,100 | $67.8K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,018 | $62.7K | 0.00% | −158−13.4% | Reduced |
| Motco | 1,000 | $61.6K | 0.00% | −19−1.9% | Reduced |
| Trust Co of Vermont | 1,000 | $61.6K | 0.00% | 00.0% | Unchanged |
| American National Bank | 1,000 | $61.6K | 0.01% | +1,000 | New |
| Ramirez Asset Management, Inc. | 1,000 | $61.6K | 0.01% | +1,000 | New |
| Delta Asset Management LLC | 991 | $61.0K | 0.01% | 00.0% | Unchanged |