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 |
|---|---|---|---|---|---|
| Perkins Coie Trust Co | 984 | $60.6K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 975 | $60.1K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 974 | $60.0K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 945 | $58.2K | 0.04% | +945 | New |
| Webster Bank, N. A. | 858 | $52.9K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 800 | $49.0K | 0.02% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 771 | $47.5K | 0.01% | +156+25.4% | Added |
| Westpac Banking Corp | 764 | $47.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 714 | $44.0K | 0.00% | +379+113.1% | Added |
| NBC Securities, Inc. | 700 | $43.0K | 0.00% | +700 | New |
| Column Capital Advisors, LLC | 651 | $40.1K | 0.01% | −590−47.5% | Reduced |
| Deseret Mutual Benefit Administrators | 644 | $39.7K | 0.02% | −32−4.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 600 | $37.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 561 | $35.0K | 0.01% | +539+2,450.0% | Added |
| Arcadia Investment Management Corp | 568 | $35.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 546 | $33.6K | 0.01% | +1+0.2% | Added |
| Geneos Wealth Management Inc. | 537 | $33.1K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 522 | $32.2K | 0.01% | +4+0.8% | Added |
| Silicon Valley Capital Partners | 504 | $31.1K | 0.01% | +1+0.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $31.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 500 | $30.8K | 0.01% | +1+0.2% | Added |
| WR Wealth Planners, LLC | 500 | $30.8K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 492 | $30.3K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 453 | $27.9K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 450 | $27.0K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 420 | $25.9K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 419 | $25.8K | 0.01% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 419 | $25.8K | 0.01% | +419 | New |
| Riggs Asset Managment Co. Inc. | 418 | $25.7K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 407 | $25.0K | 0.01% | +407 | New |
| Quadrant Capital Group LLC | 405 | $24.9K | 0.00% | −12−2.9% | Reduced |
| Ofi Invest Asset Management | 426 | $24.8K | 0.00% | +426 | New |
| Pinnacle Bancorp, Inc. | 368 | $22.7K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 361 | $22.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 355 | $22.0K | 0.02% | +2+0.6% | Added |
| Hollencrest Capital Management | 337 | $20.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 324 | $20.0K | 0.00% | +179+123.4% | Added |
| Baystate Wealth Management LLC | 304 | $18.7K | 0.00% | +235+340.6% | Added |
| Avalon Trust Co | 284 | $17.5K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 273 | $16.8K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 255 | $15.7K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 250 | $15.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 265 | $14.7K | 0.00% | −10−3.6% | Reduced |
| Core Alternative Capital | 232 | $14.3K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 232 | $14.3K | 0.00% | +82+54.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 214 | $13.2K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 209 | $12.9K | 0.00% | +209 | New |
| Creative Financial Designs Inc | 207 | $12.8K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 192 | $11.8K | 0.00% | +92+92.0% | Added |
| Pathway Financial Advisers, LLC | 184 | $11.4K | 0.00% | +184 | New |
| Flaharty Asset Management, LLC | 180 | $11.1K | 0.00% | +180 | New |
| Glassman Wealth Services | 175 | $10.8K | 0.00% | +2+1.2% | Added |
| Washington Trust Advisors, Inc. | 175 | $10.8K | 0.00% | +175 | New |
| JFS Wealth Advisors, LLC | 137 | $8.44K | 0.00% | +104+315.2% | Added |
| Atticus Wealth Management, LLC | 133 | $8.19K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 125 | $7.72K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 120 | $7.39K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 113 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 107 | $6.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 90 | $5.54K | 0.00% | −10−10.0% | Reduced |
| Valley National Advisers Inc | 75 | $5.00K | 0.00% | +75 | New |
| Highlander Capital Management, LLC | 79 | $5.00K | 0.00% | +79 | New |
| Steward Financial Group LLC | 82 | $5.00K | 0.00% | +82 | New |
| Washington Trust Co | 80 | $4.93K | 0.00% | −4−4.8% | Reduced |
| JNBA Financial Advisors | 78 | $4.80K | 0.00% | +39+100.0% | Added |
| VisionPoint Advisory Group, LLC | 71 | $4.37K | 0.00% | −2−2.7% | Reduced |
| Bellevue Asset Management, LLC | 66 | $4.07K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 66 | $4.07K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 57 | $4.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 69 | $4.00K | 0.00% | +21+43.8% | Added |
| Colonial Trust Co | 65 | $3.99K | 0.00% | −13−16.7% | Reduced |
| Harbour Investments, Inc. | 61 | $3.76K | 0.00% | +14+29.8% | Added |
| Earnest Partners LLC | 59 | $3.63K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 52 | $3.20K | 0.00% | +20+62.5% | Added |
| Bell Investment Advisors, Inc | 46 | $2.83K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 33 | $2.03K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 30 | $1.85K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 29 | $1.79K | 0.00% | +29 | New |
| Rise Advisors, LLC | 25 | $1.57K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 25 | $1.54K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $1.29K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 20 | $1.23K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 17 | $1.05K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $1.05K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 13 | $801 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 10 | $616 | 0.00% | +10 | New |
| Gradient Investments LLC | 8 | $493 | 0.00% | −10−55.6% | Reduced |
| Cornerstone Planning Group LLC | 7 | $431 | 0.00% | +7 | New |
| Tfo-TDC, LLC | 7 | $392 | 0.00% | +6+600.0% | Added |
| Delos Wealth Advisors, LLC | 3 | $189 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Alkeon Capital Management LLC | 0 | $0 | 0.00% | −818,076−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −313,808−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −298,788−100.0% | Sold out |
| Newport Capital Group, LLC | 0 | $0 | 0.00% | −220,182−100.0% | Sold out |
| Rovida Advisors Inc. | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −143,616−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −84,213−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −69,411−100.0% | Sold out |