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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 5,035 | $417.1K | 0.00% | +915+22.2% | Added |
| Horizon Kinetics Asset Management LLC | 5,058 | $419.1K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 5,084 | $421.2K | 0.07% | −453−8.2% | Reduced |
| MGB Wealth Management, LLC | 5,100 | $422.5K | 0.21% | +5,100 | New |
| Fortress Wealth Group, LLC | 5,229 | $429.4K | 0.26% | +88+1.7% | Added |
| Baker Tilly Wealth Management, LLC | 5,240 | $434.1K | 0.07% | −2,271−30.2% | Reduced |
| Dakota Wealth Management | 5,377 | $445.5K | 0.02% | +117+2.2% | Added |
| QRG Capital Management, Inc. | 5,393 | $446.8K | 0.01% | +32+0.6% | Added |
| AXA S.A. | 5,450 | $451.5K | 0.00% | +5,450 | New |
| Arlington Financial Advisors, LLC | 5,465 | $452.8K | 0.14% | −400−6.8% | Reduced |
| Quantinno Capital Management LP | 5,533 | $458.0K | 0.02% | +2,030+58.0% | Added |
| Fidelis Capital Partners, LLC | 5,547 | $459.6K | 0.10% | +1,250+29.1% | Added |
| Lido Advisors, LLC | 5,575 | $461.9K | 0.00% | +192+3.6% | Added |
| Merit Financial Group, LLC | 5,576 | $462.0K | 0.01% | +5,576 | New |
| Deerfield Management Company, L.P. (Series C) | 5,610 | $464.8K | 0.01% | +5,610 | New |
| EP Wealth Advisors, LLC | 5,622 | $465.8K | 0.01% | +1,512+36.8% | Added |
| KCM Investment Advisors LLC | 5,633 | $466.7K | 0.02% | −103−1.8% | Reduced |
| First Bank & Trust | 5,658 | $468.8K | 0.11% | +760+15.5% | Added |
| Good Life Advisors, LLC | 5,664 | $469.3K | 0.05% | +97+1.7% | Added |
| Samalin Investment Counsel, LLC | 5,781 | $479.0K | 0.24% | −90−1.5% | Reduced |
| Transcend Wealth Collective, LLC | 5,787 | $479.5K | 0.04% | +328+6.0% | Added |
| Auxano Advisors, LLC | 5,895 | $488.4K | 0.16% | +5,895 | New |
| HighPoint Advisor Group LLC | 4,851 | $489.0K | 0.04% | +4,851 | New |
| Stamos Capital Partners, L.P. | 5,920 | $490.5K | 0.13% | −10,880−64.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 5,968 | $494.4K | 0.02% | +10.0% | Added |
| Lazard Asset Management LLC | 6,000 | $497.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,036 | $500.1K | 0.01% | +705+13.2% | Added |
| Old National Bancorp | 6,039 | $500.3K | 0.01% | −830−12.1% | Reduced |
| Bartlett & Co. LLC | 6,000 | $501.0K | 0.01% | −300−4.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6,000 | $501.5K | 0.01% | −300−4.8% | Reduced |
| Wolverine Trading, LLC | 6,056 | $501.7K | 0.00% | −8,288−57.8% | Reduced |
| Arete Wealth Advisors, LLC | 6,077 | $503.5K | 0.04% | −1,304−17.7% | Reduced |
| Cutler Group LP | 6,127 | $507.0K | 0.07% | +3,239+112.2% | Added |
| Lake Street Advisors Group, LLC | 6,132 | $508.0K | 0.03% | +6,132 | New |
| Apollon Wealth Management, LLC | 6,147 | $509.3K | 0.02% | +2,387+63.5% | Added |
| Quotient Wealth Partners, LLC | 6,196 | $513.3K | 0.02% | +6,196 | New |
| Fountainhead AM, LLC | 6,235 | $516.6K | 0.14% | −1,494−19.3% | Reduced |
| Nalls Sherbakoff Group, LLC | 6,348 | $525.9K | 0.47% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,499 | $538.5K | 0.01% | −397−5.8% | Reduced |
| Principle Wealth Partners LLC | 6,500 | $538.5K | 0.05% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 6,510 | $539.4K | 0.02% | −210−3.1% | Reduced |
| Welch & Forbes LLC | 6,550 | $542.7K | 0.01% | 00.0% | Unchanged |
| Diligent Investors, LLC | 6,594 | $546.3K | 0.15% | −299−4.3% | Reduced |
| Cannon Global Investment Management, LLC | 6,600 | $546.8K | 4.10% | −7,700−53.8% | Reduced |
| Vident Advisory, LLC | 6,624 | $548.8K | 0.01% | +3,148+90.6% | Added |
| Integrated Investment Consultants, LLC | 6,631 | $549.4K | 0.17% | +1,801+37.3% | Added |
| HB Wealth Management, LLC | 6,644 | $550.5K | 0.01% | +594+9.8% | Added |
| La Banque Postale Asset Management SA | 6,663 | $552.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6,672 | $552.8K | 0.04% | +615+10.2% | Added |
| Visionary Wealth Advisors | 6,716 | $556.4K | 0.04% | −400−5.6% | Reduced |
| NewEdge Wealth, LLC | 6,860 | $568.4K | 0.01% | +430+6.7% | Added |
| American International Group, Inc. | 6,879 | $569.9K | 0.00% | +7+0.1% | Added |
| Bridgefront Capital, LLC | 6,896 | $571.3K | 0.43% | +6,896 | New |
| Dana Investment Advisors, Inc. | 6,930 | $574.2K | 0.03% | +171+2.5% | Added |
| Guinness Asset Management LTD | 6,964 | $577.0K | 0.01% | −606−8.0% | Reduced |
| Linscomb & Williams, Inc. | 7,000 | $580.0K | 0.03% | −515−6.9% | Reduced |
| Ionic Capital Management LLC | 7,000 | $580.0K | 0.28% | +7,000 | New |
| Cigna Investments Inc | 7,006 | $580.0K | 0.12% | +192+2.8% | Added |
| Golden State Equity Partners | 7,005 | $580.4K | 0.14% | −125−1.8% | Reduced |
| Focus Financial Network Inc | 7,028 | $582.3K | 0.02% | +7,028 | New |
| Obermeyer Wood Investment Counsel, LLLP | 7,085 | $587.0K | 0.04% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 7,149 | $592.3K | 0.09% | +10.0% | Added |
| Fiduciary Family Office, LLC | 7,157 | $593.0K | 0.26% | +7,157 | New |
| Simplex Trading, LLC | 7,176 | $594.0K | 0.02% | +7,176 | New |
| CWM, LLC | 7,214 | $598.0K | 0.00% | −365−4.8% | Reduced |
| Sequoia Financial Advisors, LLC | 7,259 | $601.4K | 0.01% | +547+8.1% | Added |
| Oxford Asset Management LLP | 7,458 | $617.9K | 0.93% | +7,458 | New |
| Marks Group Wealth Management, Inc | 7,480 | $619.7K | 0.07% | +146+2.0% | Added |
| Parallel Advisors, LLC | 7,491 | $620.6K | 0.02% | +39+0.5% | Added |
| Mirabella Financial Services LLP | 7,541 | $624.8K | 0.09% | −34,799−82.2% | Reduced |
| AQR Capital Management LLC | 7,544 | $625.0K | 0.00% | +371+5.2% | Added |
| Stratos Wealth Advisors, LLC | 7,558 | $626.2K | 0.04% | +10+0.1% | Added |
| Empowered Funds, LLC | 7,613 | $630.7K | 0.02% | +833+12.3% | Added |
| Redwood Investment Management, LLC | 7,612 | $631.0K | 0.06% | −4,324−36.2% | Reduced |
| GAMMA Investing LLC | 7,303 | $632.3K | 0.17% | +7,303 | New |
| Envestnet Portfolio Solutions, Inc. | 7,689 | $637.0K | 0.00% | +721+10.3% | Added |
| Firethorn Wealth Partners, LLC | 7,724 | $639.9K | 0.42% | −108−1.4% | Reduced |
| Hanseatic Management Services Inc | 7,827 | $648.5K | 1.13% | +7,827 | New |
| Sage Rhino Capital LLC | 7,907 | $655.1K | 0.17% | 00.0% | Unchanged |
| Diversified Trust Co | 7,910 | $655.3K | 0.02% | −2,406−23.3% | Reduced |
| Yousif Capital Management, LLC | 7,924 | $656.5K | 0.01% | +343+4.5% | Added |
| Principal Street Partners, LLC | 7,956 | $659.2K | 0.16% | −1,667−17.3% | Reduced |
| Kavar Capital Partners Group, LLC | 8,044 | $666.4K | 0.07% | +4,022+100.0% | Added |
| Synovus Financial Corp | 8,123 | $673.4K | 0.01% | −37−0.5% | Reduced |
| Corsair Capital Management, L.P. | 8,185 | $678.1K | 0.22% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 8,232 | $682.0K | 0.18% | −2,124−20.5% | Reduced |
| SYSTM Wealth Solutions LLC | 8,289 | $686.8K | 0.10% | −163−1.9% | Reduced |
| Northeast Investment Management | 8,400 | $695.9K | 0.04% | +2,400+40.0% | Added |
| Forum Financial Management, LP | 8,450 | $700.1K | 0.01% | +1,299+18.2% | Added |
| Smith Shellnut Wilson LLC | 8,508 | $704.9K | 0.40% | 00.0% | Unchanged |
| Veriti Management LLC | 8,511 | $705.1K | 0.06% | +4,595+117.3% | Added |
| Vontobel Holding Ltd. | 8,592 | $711.8K | 0.01% | −1,460−14.5% | Reduced |
| Gridiron Partners, LLC | 8,617 | $713.9K | 0.50% | +8,617 | New |
| Fiduciary Group LLC | 8,700 | $720.8K | 0.08% | 00.0% | Unchanged |
| E&G Advisors, LP | 8,726 | $722.9K | 0.26% | +126+1.5% | Added |
| Prime Capital Investment Advisors, LLC | 8,801 | $729.2K | 0.01% | +8,801 | New |
| Segment Wealth Management, LLC | 8,850 | $733.2K | 0.06% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 8,858 | $733.9K | 0.08% | +421+5.0% | Added |
| Mutual Advisors, LLC | 8,990 | $744.8K | 0.03% | +75+0.8% | Added |
| Aries Wealth Management | 9,060 | $750.6K | 0.27% | 00.0% | Unchanged |