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 |
|---|---|---|---|---|---|
| Virtue Capital Management, LLC | 9,291 | $756.3K | 0.15% | +9,291 | New |
| TownSquare Capital, LLC | 9,188 | $761.2K | 0.01% | −15,485−62.8% | Reduced |
| Financial Management Network Inc | 9,573 | $778.0K | 0.23% | −117−1.2% | Reduced |
| Agf Management Ltd | 9,418 | $780.3K | 0.00% | +195+2.1% | Added |
| Machina Capital S.A.S. | 9,468 | $784.4K | 0.51% | +9,468 | New |
| Moors & Cabot, Inc. | 9,479 | $785.3K | 0.05% | −1,726−15.4% | Reduced |
| Ameritas Advisory Services, LLC | 8,119 | $786.6K | 0.04% | +1,400+20.8% | Added |
| Equitable Holdings, Inc. | 9,657 | $800.1K | 0.01% | −563−5.5% | Reduced |
| Yorktown Management & Research Co Inc | 9,700 | $803.6K | 0.84% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 9,700 | $803.6K | 0.01% | 00.0% | Unchanged |
| RW Investment Management LLC | 9,724 | $805.6K | 0.12% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 9,773 | $809.7K | 0.00% | −4,257−30.3% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 9,915 | $821.5K | 0.25% | −1,024−9.4% | Reduced |
| Western Wealth Management, LLC | 9,972 | $826.2K | 0.06% | −785−7.3% | Reduced |
| Advisors Asset Management, Inc. | 9,995 | $828.1K | 0.02% | +9,995 | New |
| Laurion Capital Management LP | 10,000 | $828.5K | 0.03% | 00.0% | Unchanged |
| Qtron Investments LLC | 10,127 | $839.0K | 0.14% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 10,155 | $841.3K | 0.01% | −1,395−12.1% | Reduced |
| Red Door Wealth Management, LLC | 10,180 | $843.4K | 0.18% | +40.0% | Added |
| Clear Harbor Asset Management, LLC | 10,203 | $845.3K | 0.08% | +78+0.8% | Added |
| Beaumont Financial Advisors, LLC | 10,220 | $846.7K | 0.08% | 00.0% | Unchanged |
| Connectus Wealth, LLC | 10,289 | $852.5K | 0.02% | +10,289 | New |
| Wealthcare Advisory Partners LLC | 10,356 | $858.0K | 0.03% | +75+0.7% | Added |
| Paradigm Asset Management Co LLC | 10,454 | $866.1K | 0.23% | 00.0% | Unchanged |
| Lincoln National Corp | 10,525 | $872.0K | 0.02% | +274+2.7% | Added |
| TCW Group Inc | 10,474 | $875.4K | 0.01% | +10,474 | New |
| MAI Capital Management | 10,575 | $876.1K | 0.01% | +267+2.6% | Added |
| Davenport & Co LLC | 10,575 | $876.1K | 0.01% | +4,975+88.8% | Added |
| Bradley Foster & Sargent Inc | 10,637 | $881.3K | 0.02% | +387+3.8% | Added |
| Zhang Financial LLC | 10,665 | $883.6K | 0.08% | −190−1.8% | Reduced |
| Illinois Municipal Retirement Fund | 10,757 | $891.0K | 0.01% | +10,757 | New |
| Kraematon Investment Advisors, Inc | 10,759 | $891.4K | 0.98% | −1,807−14.4% | Reduced |
| New York Life Investment Management LLC | 10,800 | $894.8K | 0.01% | +1,184+12.3% | Added |
| Chemistry Wealth Management LLC | 10,804 | $895.1K | 0.27% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 10,805 | $895.2K | 0.40% | +1,195+12.4% | Added |
| Trueblood Wealth Management, LLC | 10,900 | $903.1K | 0.57% | +10,900 | New |
| Boston Private Wealth LLC | 11,034 | $914.1K | 0.02% | +19+0.2% | Added |
| Driehaus Capital Management LLC | 11,062 | $916.5K | 0.01% | +7,341+197.3% | Added |
| Assenagon Asset Management S.A. | 11,153 | $924.0K | 0.00% | −377,597−97.1% | Reduced |
| Grayhawk Investment Strategies Inc. | 11,174 | $925.8K | 0.48% | +11,174 | New |
| Lynx Capital Group Ltd | 11,187 | $926.8K | 0.69% | +11,187 | New |
| JTC Employer Solutions Trusteee Ltd | 11,119 | $930.0K | 0.08% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 11,246 | $931.7K | 0.05% | −97−0.9% | Reduced |
| Metis Global Partners, LLC | 11,291 | $935.5K | 0.04% | −1,633−12.6% | Reduced |
| Zimmermann Investment Management & Planning LLC | 11,328 | $938.5K | 0.38% | +2,324+25.8% | Added |
| Douglas Lane & Associates, LLC | 11,403 | $944.7K | 0.01% | −2,300−16.8% | Reduced |
| Spire Wealth Management | 11,266 | $948.5K | 0.03% | +28+0.2% | Added |
| O'Shaughnessy Asset Management, LLC | 11,574 | $958.9K | 0.01% | +2,803+32.0% | Added |
| AE Wealth Management LLC | 11,146 | $966.9K | 0.00% | −3,114−21.8% | Reduced |
| Canandaigua National Bank & Trust Co | 11,768 | $975.0K | 0.15% | −170−1.4% | Reduced |
| Wealthfront Advisers LLC | 11,777 | $975.7K | 0.00% | +886+8.1% | Added |
| Curated Wealth Partners LLC | 11,879 | $984.2K | 0.16% | −2,115−15.1% | Reduced |
| Element Pointe Advisors, LLC | 12,002 | $994.4K | 0.28% | −346−2.8% | Reduced |
| James J. Burns & Company, LLC | 12,033 | $997.0K | 0.24% | 00.0% | Unchanged |
| Headlands Technologies LLC | 12,071 | $1.00M | 0.30% | +9,399+351.8% | Added |
| CWA Asset Management Group, LLC | 12,310 | $1.02M | 0.07% | +114+0.9% | Added |
| Fort Pitt Capital Group, LLC | 12,316 | $1.02M | 0.03% | +27+0.2% | Added |
| Ossiam | 12,427 | $1.03M | 0.02% | −10,277−45.3% | Reduced |
| ProVise Management Group, LLC | 12,479 | $1.03M | 0.09% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 12,589 | $1.04M | 0.04% | +284+2.3% | Added |
| Kestra Private Wealth Services, LLC | 12,595 | $1.04M | 0.03% | +91+0.7% | Added |
| Wetherby Asset Management Inc | 12,666 | $1.05M | 0.05% | +224+1.8% | Added |
| Robertson Stephens Wealth Management, LLC | 12,876 | $1.07M | 0.07% | +147+1.2% | Added |
| Cetera Investment Advisers | 12,898 | $1.07M | 0.01% | +302+2.4% | Added |
| Vestcor Inc | 13,026 | $1.08M | 0.04% | −171−1.3% | Reduced |
| Harbor Capital Advisors, Inc. | 13,078 | $1.08M | 0.21% | −51−0.4% | Reduced |
| CIBC World Markets Inc. | 13,145 | $1.09M | 0.00% | −3,858−22.7% | Reduced |
| Keybank National Association | 13,146 | $1.09M | 0.00% | −875−6.2% | Reduced |
| CFM Wealth Partners LLC | 13,163 | $1.09M | 0.25% | +96+0.7% | Added |
| Independent Advisor Alliance | 13,273 | $1.10M | 0.04% | −999−7.0% | Reduced |
| Fulton Bank, N.A. | 13,367 | $1.11M | 0.05% | −1,540−10.3% | Reduced |
| Investment Management Corp of Ontario | 13,384 | $1.11M | 0.03% | +13,384 | New |
| Atlas Capital Advisors LLC | 13,426 | $1.11M | 0.16% | +11,676+667.2% | Added |
| Commerce Bank | 13,496 | $1.12M | 0.01% | +20+0.1% | Added |
| Guardian Investment Management | 13,500 | $1.12M | 0.95% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 13,500 | $1.12M | 0.01% | +13,500 | New |
| Choate Investment Advisors | 13,723 | $1.14M | 0.04% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 13,788 | $1.14M | 0.01% | −3,410−19.8% | Reduced |
| Private Advisor Group, LLC | 13,829 | $1.15M | 0.01% | +262+1.9% | Added |
| Level Four Advisory Services, LLC | 13,877 | $1.15M | 0.06% | −2,962−17.6% | Reduced |
| First National Bank Sioux Falls | 14,027 | $1.16M | 0.60% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 14,530 | $1.20M | 0.17% | +792+5.8% | Added |
| U S Global Investors Inc | 14,550 | $1.21M | 0.08% | +14,550 | New |
| Walter & Keenan Financial Consulting Co | 14,626 | $1.21M | 0.43% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 14,672 | $1.22M | 0.13% | −300−2.0% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 14,827 | $1.23M | 0.30% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 14,859 | $1.23M | 0.23% | −130−0.9% | Reduced |
| Van Eck Associates Corp | 15,077 | $1.25M | 0.00% | +2,871+23.5% | Added |
| MML Investors Services, LLC | 15,128 | $1.25M | 0.01% | +1,066+7.6% | Added |
| Global Endowment Management, LP | 15,164 | $1.26M | 0.14% | −8,131−34.9% | Reduced |
| Banco Santander, S.A. | 15,429 | $1.28M | 0.02% | −3,224−17.3% | Reduced |
| J.W. Cole Advisors, Inc. | 15,467 | $1.28M | 0.08% | +1,226+8.6% | Added |
| Lansing Street Advisors | 15,560 | $1.29M | 0.67% | +15,560 | New |
| Tokio Marine Asset Management Co Ltd | 15,572 | $1.29M | 0.07% | +593+4.0% | Added |
| IHT Wealth Management, LLC | 15,641 | $1.30M | 0.06% | −1,018−6.1% | Reduced |
| CIBC World Markets Corp | 16,018 | $1.33M | 0.01% | +16,018 | New |
| Glenmede Trust Co NA | 16,116 | $1.34M | 0.01% | +6,202+62.6% | Added |
| DRW Securities, LLC | 16,209 | $1.34M | 0.04% | +2,909+21.9% | Added |
| AXS Investments LLC | 16,471 | $1.36M | 0.33% | +16,471 | New |
| Dantai Capital Ltd | 16,535 | $1.37M | 1.73% | +16,535 | New |