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, Q4 2023
Institutional positions in KKR & Co. Inc. as of Dec 31, 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
- 918
- +139 vs. Q3 2023
- Shares held
- 504.1M
- −39.5K (0.0%) vs. Q3 2023
- Total value
- $41.8B
- +$10.7B (+34.6%) vs. Q3 2023
- New holders
- 193
- 277 more added
- Sold out
- 54
- 316 more reduced
13 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Trust Co NA | 747 | $61.9K | 0.01% | −387−34.1% | Reduced |
| Valley National Advisers Inc | 789 | $65.0K | 0.01% | +714+952.0% | Added |
| Canton Hathaway, LLC | 800 | $66.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 822 | $68.1K | 0.01% | +557+210.2% | Added |
| NBT Bank N A | 860 | $71.3K | 0.01% | +860 | New |
| Concord Wealth Partners | 968 | $80.2K | 0.02% | −2,329−70.6% | Reduced |
| Sound Income Strategies, LLC | 975 | $80.8K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 976 | $80.9K | 0.01% | +571+141.0% | Added |
| Perkins Coie Trust Co | 984 | $81.5K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 990 | $82.0K | 0.00% | −420−29.8% | Reduced |
| Delta Asset Management LLC | 991 | $82.1K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,000 | $82.8K | 0.01% | 00.0% | Unchanged |
| Motco | 1,000 | $82.8K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,000 | $82.8K | 0.02% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 1,000 | $82.8K | 0.07% | +1,000 | New |
| Whittier Trust Co of Nevada Inc | 1,100 | $91.1K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,525 | $93.9K | 0.06% | +1,525 | New |
| Parkside Financial Bank & Trust | 1,224 | $101.4K | 0.02% | −11−0.9% | Reduced |
| Westpac Banking Corp | 1,247 | $103.3K | 0.01% | +483+63.2% | Added |
| Rosenberg Matthew Hamilton | 1,260 | $104.4K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,264 | $104.7K | 0.01% | +493+63.9% | Added |
| Stephenson National Bank & Trust | 1,272 | $105.4K | 0.05% | +1,272 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,355 | $112.2K | 0.01% | +755+125.8% | Added |
| HHM Wealth Advisors, LLC | 1,400 | $116.0K | 0.02% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,433 | $119.0K | 0.01% | +1,433 | New |
| LFA - Lugano Financial Advisors SA | 1,450 | $120.1K | 0.09% | −1,400−49.1% | Reduced |
| Hoey Investments, Inc | 1,569 | $130.0K | 0.04% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,626 | $135.0K | 0.08% | +3+0.2% | Added |
| Bogart Wealth, LLC | 1,702 | $141.0K | 0.01% | −43−2.5% | Reduced |
| Fifth Third Bancorp | 1,727 | $143.1K | 0.00% | −285−14.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,891 | $156.7K | 0.03% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,894 | $156.9K | 0.02% | +4+0.2% | Added |
| MidAtlantic Capital Management, Inc. | 1,897 | $157.2K | 0.15% | +1,897 | New |
| Alta Advisers Ltd | 1,900 | $157.4K | 0.08% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,933 | $160.1K | 0.02% | +1,075+125.3% | Added |
| St Germain D J Co Inc | 1,973 | $163.5K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,000 | $165.7K | 0.02% | 00.0% | Unchanged |
| Granite FO LLC | 2,000 | $165.7K | 0.11% | 00.0% | Unchanged |
| Smithfield Trust Co | 2,049 | $171.0K | 0.01% | +213+11.6% | Added |
| Huntington National Bank | 2,075 | $171.9K | 0.00% | +351+20.4% | Added |
| Brown Brothers Harriman & Co | 2,086 | $172.8K | 0.00% | −651−23.8% | Reduced |
| Hamilton Capital Partners Inc. | 2,100 | $174.0K | 0.03% | +2,100 | New |
| Intact Investment Management Inc. | 2,200 | $182.3K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 2,222 | $184.2K | 0.03% | −212−8.7% | Reduced |
| Sunbelt Securities, Inc. | 2,271 | $188.2K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co | 2,292 | $189.9K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,316 | $192.0K | 0.03% | +1,755+312.8% | Added |
| CAPROCK Group, Inc. | 2,429 | $201.2K | 0.01% | +2,429 | New |
| Cedar Brook Financial Partners, LLC | 2,461 | $201.5K | 0.04% | +2,461 | New |
| Campbell & CO Investment Adviser LLC | 2,440 | $202.2K | 0.02% | +2,440 | New |
| Benedetti & Gucer, Inc. | 2,444 | $202.5K | 0.11% | +2,444 | New |
| Flagship Harbor Advisors, LLC | 2,445 | $202.5K | 0.01% | +2,445 | New |
| Steel Peak Wealth Management LLC | 2,463 | $204.0K | 0.01% | −2,996−54.9% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,480 | $205.5K | 0.02% | +2,480 | New |
| Intellectus Partners, LLC | 2,500 | $207.1K | 0.06% | +2,500 | New |
| Fortis Advisors, LLC | 2,500 | $207.1K | 0.15% | +2,500 | New |
| Ballast, Inc. | 2,500 | $207.1K | 0.07% | +2,500 | New |
| RFG Advisory, LLC | 2,504 | $207.5K | 0.01% | +2,504 | New |
| Silvercrest Asset Management Group LLC | 2,505 | $207.5K | 0.00% | +2,505 | New |
| Keystone Financial Group | 2,505 | $207.6K | 0.04% | +2,505 | New |
| American Trust | 2,532 | $209.8K | 0.02% | +2,532 | New |
| Newbridge Financial Services Group, Inc. | 2,547 | $211.0K | 0.10% | −423−14.2% | Reduced |
| TFC Financial Management | 2,550 | $211.3K | 0.04% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 2,560 | $212.0K | 0.00% | −60−2.3% | Reduced |
| Hexagon Capital Partners LLC | 2,571 | $212.9K | 0.05% | +10.0% | Added |
| Guyasuta Investment Advisors Inc | 2,609 | $216.2K | 0.02% | +2,609 | New |
| Middleton & Co Inc | 2,622 | $217.2K | 0.03% | +2,622 | New |
| American Capital Advisory, LLC | 2,625 | $217.5K | 0.16% | +2,625 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 2,630 | $217.9K | 0.04% | +2,630 | New |
| Washington Trust Bank | 2,644 | $219.1K | 0.02% | +2,644 | New |
| Meadow Creek Wealth Advisors LLC | 2,676 | $221.7K | 0.22% | +2,676 | New |
| William Blair Investment Management, LLC | 2,684 | $222.4K | 0.00% | −989−26.9% | Reduced |
| Crestwood Advisors Group LLC | 2,706 | $224.2K | 0.01% | +2,706 | New |
| Allstate Corp | 2,709 | $224.4K | 0.02% | +2,709 | New |
| Northwest Bancshares, Inc. | 2,725 | $225.8K | 0.04% | +2,725 | New |
| Verition Fund Management LLC | 2,746 | $227.5K | 0.00% | +2,746 | New |
| Camden Capital, LLC | 2,754 | $228.2K | 0.02% | +2,754 | New |
| Aviance Capital Partners, LLC | 2,757 | $228.4K | 0.05% | +2,757 | New |
| Global Retirement Partners, LLC | 2,808 | $229.0K | 0.01% | +996+55.0% | Added |
| Montag A & Associates Inc | 2,794 | $231.5K | 0.01% | +128+4.8% | Added |
| Virtus Family Office LLC | 2,796 | $231.6K | 0.39% | −3,374−54.7% | Reduced |
| Evergreen Capital Management LLC | 2,806 | $232.5K | 0.01% | +2,806 | New |
| Abn Amro Investment Solutions | 2,858 | $236.8K | 0.00% | +2,858 | New |
| Pine Valley Investments Ltd Liability Co | 2,882 | $238.8K | 0.02% | +2,882 | New |
| Johnson Financial Group, Inc. | 2,889 | $239.4K | 0.01% | +2,889 | New |
| Northside Capital Management, LLC | 2,903 | $240.5K | 0.08% | +2,903 | New |
| EntryPoint Capital, LLC | 2,980 | $246.9K | 0.24% | +2,980 | New |
| Cadent Capital Advisors, LLC | 3,000 | $248.6K | 0.13% | −450−13.0% | Reduced |
| Wellington Shields & Co., LLC | 3,000 | $248.6K | 0.09% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 3,000 | $248.6K | 0.16% | +3,000 | New |
| Childress Capital Advisors, LLC | 3,001 | $248.6K | 0.07% | +3,001 | New |
| Manchester Capital Management LLC | 3,001 | $248.6K | 0.03% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 3,014 | $249.7K | 0.03% | −482−13.8% | Reduced |
| Sand Hill Global Advisors, LLC | 3,043 | $252.1K | 0.01% | +3,043 | New |
| Evercore Wealth Management, LLC | 3,055 | $253.1K | 0.00% | +3,055 | New |
| Bokf, NA | 3,058 | $253.4K | 0.00% | +64+2.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 3,059 | $253.5K | 0.01% | +3,059 | New |
| Coldstream Capital Management Inc | 3,072 | $254.5K | 0.01% | +3,072 | New |
| Apella Capital, LLC | 3,193 | $255.3K | 0.01% | +3,193 | New |
| Cornerstone Advisory, LLC | 3,085 | $255.6K | 0.04% | +3,085 | New |