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 |
|---|---|---|---|---|---|
| Sapient Capital LLC | 3,094 | $256.3K | 0.01% | +3,094 | New |
| Leo Wealth, LLC | 3,081 | $257.4K | 0.03% | +3,081 | New |
| Zions Bancorporation, N.A. | 3,130 | $259.3K | 0.02% | +3,117+23,976.9% | Added |
| Seelaus Asset Management LLC | 3,140 | $260.1K | 0.25% | +3,140 | New |
| Numerai GP LLC | 3,159 | $261.7K | 0.09% | +3,159 | New |
| Sovereign Financial Group, Inc. | 3,160 | $261.8K | 0.08% | +3,160 | New |
| Masso Torrence Wealth Management Inc. | 3,162 | $262.0K | 0.18% | +3,162 | New |
| Belpointe Asset Management LLC | 3,168 | $262.5K | 0.02% | +3,168 | New |
| XML Financial, LLC | 3,170 | $262.7K | 0.03% | +3,170 | New |
| Cypress Wealth Services, LLC | 3,187 | $264.0K | 0.07% | +3,187 | New |
| Sivia Capital Partners, LLC | 3,195 | $264.7K | 0.20% | +3,195 | New |
| Valeo Financial Advisors, LLC | 3,208 | $265.8K | 0.01% | +3,208 | New |
| Stratos Wealth Partners, LTD. | 3,222 | $266.9K | 0.00% | +3,222 | New |
| Keel Point, LLC | 3,225 | $267.2K | 0.03% | −61−1.9% | Reduced |
| Ostrum Asset Management | 3,247 | $269.0K | 0.02% | +13+0.4% | Added |
| Dorsey & Whitney Trust CO LLC | 3,323 | $275.3K | 0.02% | −57−1.7% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,365 | $278.8K | 0.12% | +8+0.2% | Added |
| FreeGulliver LLC | 3,373 | $279.4K | 0.37% | +3,373 | New |
| Glenview Trust Co | 3,375 | $279.6K | 0.01% | −4,287−56.0% | Reduced |
| We Are One Seven, LLC | 3,391 | $281.0K | 0.02% | −942−21.7% | Reduced |
| Legacy Advisors, LLC | 3,414 | $282.9K | 0.04% | +3,414 | New |
| Fundamentun, LLC | 3,428 | $284.0K | 0.03% | +3,428 | New |
| Aspen Grove Capital, LLC | 3,433 | $286.5K | 0.09% | −49−1.4% | Reduced |
| Johnson Investment Counsel Inc | 3,466 | $287.1K | 0.00% | −290−7.7% | Reduced |
| Panagora Asset Management Inc | 3,532 | $292.6K | 0.00% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 3,551 | $294.2K | 0.13% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 3,555 | $294.5K | 0.07% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 3,567 | $295.5K | 0.00% | +196+5.8% | Added |
| TFB Advisors LLC | 3,601 | $298.3K | 0.15% | −71−1.9% | Reduced |
| Compagnie Lombard Odier SCmA | 3,615 | $299.5K | 0.01% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 3,597 | $301.0K | 0.02% | −1,311−26.7% | Reduced |
| Wealth Alliance | 3,638 | $301.4K | 0.04% | +3,638 | New |
| L.M. Kohn & Company | 3,645 | $302.0K | 0.10% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 3,657 | $303.0K | 0.00% | +3,657 | New |
| Dynamic Advisor Solutions LLC | 3,732 | $303.3K | 0.01% | +364+10.8% | Added |
| Lakeview Capital Partners, LLC | 3,668 | $303.9K | 0.05% | −66−1.8% | Reduced |
| Peapack Gladstone Financial Corp | 3,666 | $305.0K | 0.01% | +10.0% | Added |
| Summit Financial, LLC | 3,694 | $306.0K | 0.02% | +348+10.4% | Added |
| Western Pacific Wealth Management, LP | 3,701 | $306.6K | 0.22% | +135+3.8% | Added |
| Resurgent Financial Advisors LLC | 3,708 | $307.2K | 0.19% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,709 | $307.3K | 0.07% | +3,709 | New |
| Greenleaf Trust | 3,741 | $309.9K | 0.00% | +78+2.1% | Added |
| Ssi Investment Management LLC | 3,752 | $310.9K | 0.02% | −14−0.4% | Reduced |
| TAGStone Capital, Inc. | 3,753 | $311.0K | 0.20% | +8+0.2% | Added |
| Desjardins Global Asset Management Inc. | 3,767 | $312.1K | 0.03% | +51+1.4% | Added |
| Umb Bank N A | 3,800 | $314.8K | 0.00% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 3,768 | $315.0K | 0.00% | +3,768 | New |
| Ade, LLC | 3,805 | $315.2K | 0.22% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 3,850 | $319.0K | 0.04% | +3,850 | New |
| Edge Capital Group, LLC | 3,899 | $323.0K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,915 | $324.0K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 3,925 | $325.2K | 0.13% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 4,001 | $331.5K | 0.09% | +61+1.5% | Added |
| Hodges Capital Management Inc. | 4,012 | $332.0K | 0.02% | +5+0.1% | Added |
| Venture Visionary Partners LLC | 4,039 | $334.6K | 0.02% | −199−4.7% | Reduced |
| Essex Savings Bank | 4,057 | $336.1K | 0.10% | +4,057 | New |
| Ethic Inc. | 4,062 | $336.5K | 0.01% | −3,913−49.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,134 | $342.5K | 0.02% | +3,116+306.1% | Added |
| Watershed Private Wealth LLC | 4,157 | $344.4K | 0.19% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 4,165 | $345.1K | 0.08% | +4,165 | New |
| Fort Sheridan Advisors LLC | 4,181 | $346.4K | 0.07% | +103+2.5% | Added |
| Axxcess Wealth Management, LLC | 4,182 | $346.5K | 0.01% | +4,182 | New |
| MONECO Advisors, LLC | 4,189 | $347.1K | 0.07% | 00.0% | Unchanged |
| Boulder Hill Capital Management LP | 4,200 | $348.0K | 0.19% | +4,200 | New |
| Concurrent Investment Advisors, LLC | 4,236 | $350.9K | 0.02% | +4,236 | New |
| Crossmark Global Holdings, Inc. | 4,279 | $355.0K | 0.01% | +374+9.6% | Added |
| BlueCrest Capital Management Ltd | 4,300 | $356.3K | 0.06% | +4,300 | New |
| Kovack Advisors, Inc. | 4,304 | $356.6K | 0.04% | −229−5.1% | Reduced |
| SageView Advisory Group, LLC | 4,063 | $356.6K | 0.02% | +4,063 | New |
| GWM Advisors LLC | 4,367 | $361.8K | 0.00% | +404+10.2% | Added |
| Allspring Global Investments Holdings, LLC | 4,398 | $364.4K | 0.00% | +4,332+6,563.6% | Added |
| UniSuper Management Pty Ltd | 4,400 | $364.5K | 0.00% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 4,409 | $365.3K | 0.01% | +374+9.3% | Added |
| Clearwater Capital Advisors, LLC | 4,416 | $365.9K | 0.04% | −429−8.9% | Reduced |
| Register Financial Advisors LLC | 4,439 | $367.8K | 0.25% | +3+0.1% | Added |
| Gateway Advisory, LLC | 4,500 | $372.8K | 0.07% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 4,500 | $372.8K | 0.10% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 4,500 | $372.8K | 0.06% | +4,500 | New |
| Guggenheim Capital LLC | 4,524 | $374.8K | 0.00% | −4,571−50.3% | Reduced |
| Calamos Wealth Management LLC | 4,528 | $375.1K | 0.02% | −108−2.3% | Reduced |
| Family Management Corp | 4,538 | $376.0K | 0.08% | −1,465−24.4% | Reduced |
| CIC Wealth, LLC | 4,555 | $377.4K | 0.12% | +4,555 | New |
| Leonteq Securities AG | 4,565 | $378.2K | 0.05% | −374−7.6% | Reduced |
| RDA Financial Network | 4,614 | $382.3K | 0.14% | +42+0.9% | Added |
| Resources Investment Advisors, LLC. | 4,615 | $382.4K | 0.01% | +4,615 | New |
| Arkadios Wealth Advisors | 4,665 | $386.5K | 0.03% | +267+6.1% | Added |
| Aft, Forsyth & Sober, LLC | 4,700 | $389.0K | 0.15% | 00.0% | Unchanged |
| Fusion Capital, LLC | 4,701 | $389.4K | 0.20% | +11+0.2% | Added |
| Ieq Capital, LLC | 4,701 | $389.5K | 0.01% | −601−11.3% | Reduced |
| First City Capital Management, Inc. | 4,750 | $393.5K | 0.23% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,800 | $397.7K | 0.08% | 00.0% | Unchanged |
| Eschler Asset Management LLP | 4,815 | $399.0K | 0.32% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,816 | $399.0K | 0.01% | −132−2.7% | Reduced |
| TrinityPoint Wealth, LLC | 4,820 | $399.3K | 0.07% | +26+0.5% | Added |
| 9258 Wealth Management, LLC | 4,832 | $400.3K | 0.07% | +10.0% | Added |
| JustInvest LLC | 4,835 | $400.6K | 0.01% | −1,272−20.8% | Reduced |
| Edgemoor Investment Advisors, Inc. | 4,840 | $401.0K | 0.04% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 4,881 | $404.4K | 0.32% | +4,756+3,804.8% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 4,975 | $412.0K | 0.01% | −25,000−83.4% | Reduced |
| First Horizon Advisors, Inc. | 4,985 | $413.0K | 0.01% | 00.0% | Unchanged |