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 |
|---|---|---|---|---|---|
| Baird Financial Group, Inc. | 16,617 | $1.38M | 0.00% | −821−4.7% | Reduced |
| Baader Bank INC | 16,880 | $1.39M | 0.12% | +2,334+16.0% | Added |
| LB Partners LLC | 17,100 | $1.42M | 1.55% | +17,100 | New |
| Southeast Asset Advisors Inc. | 17,167 | $1.42M | 0.19% | 00.0% | Unchanged |
| Hunting Hill Global Capital, LLC | 17,221 | $1.43M | 1.08% | +17,221 | New |
| Toroso Investments, LLC | 17,314 | $1.43M | 0.03% | +6,303+57.2% | Added |
| Franklin Street Advisors Inc | 17,375 | $1.44M | 0.12% | 00.0% | Unchanged |
| Wedbush Securities Inc | 17,429 | $1.44M | 0.06% | +259+1.5% | Added |
| Next Capital Management LLC | 17,483 | $1.45M | 0.62% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 17,506 | $1.45M | 0.04% | −1,820−9.4% | Reduced |
| Bessemer Group Inc | 17,607 | $1.46M | 0.00% | −1,719−8.9% | Reduced |
| Mercer Global Advisors Inc | 17,675 | $1.46M | 0.00% | +3,226+22.3% | Added |
| Ar Asset Management Inc | 18,000 | $1.49M | 0.39% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 18,088 | $1.51M | 0.10% | +6,521+56.4% | Added |
| Okabena Investment Services Inc | 18,250 | $1.51M | 0.59% | −10,563−36.7% | Reduced |
| Seven Post Investment Office LP | 18,700 | $1.55M | 0.40% | 00.0% | Unchanged |
| Sciencast Management LP | 18,795 | $1.56M | 0.85% | +9,959+112.7% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 18,829 | $1.56M | 0.05% | −23,603−55.6% | Reduced |
| Riverpark Capital Management LLC | 19,179 | $1.59M | 2.43% | −2,051−9.7% | Reduced |
| Pinnacle Associates Ltd | 19,426 | $1.61M | 0.03% | −63−0.3% | Reduced |
| Pathstone Holdings, LLC | 19,451 | $1.61M | 0.01% | +19,451 | New |
| Cross Staff Investments Inc | 19,512 | $1.62M | 1.43% | +130+0.7% | Added |
| Moody National Bank Trust Division | 19,558 | $1.62M | 0.13% | +6,818+53.5% | Added |
| National Asset Management, Inc. | 19,600 | $1.62M | 0.04% | −186−0.9% | Reduced |
| MetLife Investment Management | 19,641 | $1.63M | 0.01% | +208+1.1% | Added |
| Lee Danner & Bass Inc | 19,721 | $1.63M | 0.14% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 20,156 | $1.67M | 0.06% | +22+0.1% | Added |
| Prudential PLC | 20,430 | $1.69M | 0.02% | −45−0.2% | Reduced |
| Oxford Financial Group Ltd | 20,579 | $1.70M | 0.13% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 20,812 | $1.72M | 0.03% | −1,075−4.9% | Reduced |
| Edmond de Rothschild Holding S.A. | 20,872 | $1.73M | 0.03% | +886+4.4% | Added |
| Black Swift Group, LLC | 21,000 | $1.74M | 0.52% | +21,000 | New |
| Tredje AP-fonden | 21,066 | $1.75M | 0.02% | −27,005−56.2% | Reduced |
| CIBC Asset Management Inc | 21,314 | $1.77M | 0.01% | −1,455−6.4% | Reduced |
| Clearstead Advisors, LLC | 21,373 | $1.77M | 0.09% | +16+0.1% | Added |
| Two Sigma Investments, LP | 21,800 | $1.81M | 0.00% | +21,800 | New |
| Integrated Advisors Network LLC | 21,803 | $1.81M | 0.10% | −837−3.7% | Reduced |
| Warren Averett Asset Management, LLC | 21,876 | $1.81M | 0.07% | +21,876 | New |
| Bray Capital Advisors | 21,920 | $1.82M | 0.50% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 22,074 | $1.83M | 0.21% | +22,074 | New |
| Siemens Fonds Invest GmbH | 22,751 | $1.88M | 0.15% | +11,236+97.6% | Added |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 23,500 | $1.95M | 0.13% | −12,500−34.7% | Reduced |
| Principal Securities, Inc. | 23,572 | $1.95M | 0.07% | +23,572 | New |
| Kayne Anderson Capital Advisors LP | 23,600 | $1.96M | 0.06% | −23,600−50.0% | Reduced |
| Checchi Capital Advisers, LLC | 23,970 | $1.99M | 0.16% | −690−2.8% | Reduced |
| Thrivent Financial for Lutherans | 24,208 | $2.01M | 0.00% | +24,208 | New |
| RiverPark Advisors, LLC | 24,272 | $2.01M | 1.85% | −4,206−14.8% | Reduced |
| Bridgewater Associates, LP | 24,410 | $2.02M | 0.01% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 24,717 | $2.05M | 0.17% | +1,669+7.2% | Added |
| Pacific Capital Partners Ltd | 25,000 | $2.07M | 1.56% | −32,500−56.5% | Reduced |
| Fortitude Family Office, LLC | 25,054 | $2.08M | 1.54% | +25,054 | New |
| InterOcean Capital Group, LLC | 25,150 | $2.08M | 0.06% | −2,833−10.1% | Reduced |
| M&T Bank Corp | 25,572 | $2.12M | 0.01% | +7,107+38.5% | Added |
| McKinley Capital Management LLC /Delaware | 25,904 | $2.15M | 0.28% | +257+1.0% | Added |
| Regions Financial Corp | 26,058 | $2.16M | 0.02% | −2,400−8.4% | Reduced |
| Wesbanco Bank Inc | 26,123 | $2.16M | 0.12% | +360+1.4% | Added |
| Bayesian Capital Management, LP | 26,150 | $2.17M | 0.23% | −40,950−61.0% | Reduced |
| Gotham Asset Management, LLC | 26,363 | $2.18M | 0.04% | −771−2.8% | Reduced |
| Teacher Retirement System of Texas | 26,439 | $2.19M | 0.01% | −20,373−43.5% | Reduced |
| Blair William & Co | 26,642 | $2.21M | 0.01% | +1,116+4.4% | Added |
| Sit Investment Associates Inc | 27,075 | $2.24M | 0.05% | +27,075 | New |
| Rathbone Brothers plc | 27,330 | $2.26M | 0.01% | −3,865−12.4% | Reduced |
| Aigen Investment Management, LP | 27,336 | $2.26M | 0.40% | +27,336 | New |
| HBK Sorce Advisory LLC | 27,878 | $2.31M | 0.09% | −3,845−12.1% | Reduced |
| Jump Financial, LLC | 27,881 | $2.31M | 0.07% | +11,725+72.6% | Added |
| TD Waterhouse Canada Inc. | 28,457 | $2.31M | 0.02% | −2,538−8.2% | Reduced |
| Retireful, LLC | 28,239 | $2.34M | 1.02% | −32,797−53.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 28,294 | $2.34M | 0.03% | +160+0.6% | Added |
| Tower Research Capital LLC (TRC) | 29,051 | $2.41M | 0.03% | −8,164−21.9% | Reduced |
| Barr E S & Co | 29,075 | $2.41M | 0.16% | −200−0.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 29,310 | $2.43M | 0.00% | −303−1.0% | Reduced |
| Teza Capital Management LLC | 29,433 | $2.44M | 0.41% | −3,507−10.6% | Reduced |
| Atria Investments LLC | 29,652 | $2.46M | 0.04% | +2,510+9.2% | Added |
| Intech Investment Management LLC | 29,938 | $2.48M | 0.04% | −8,353−21.8% | Reduced |
| Comerica Bank | 29,978 | $2.48M | 0.01% | +2,674+9.8% | Added |
| Varma Mutual Pension Insurance Co | 30,300 | $2.51M | 0.03% | +30,300 | New |
| CenterBook Partners LP | 30,433 | $2.52M | 0.31% | +16,358+116.2% | Added |
| Proficio Capital Partners LLC | 30,579 | $2.53M | 0.31% | +24+0.1% | Added |
| Louisbourg Investments Inc. | 37,522 | $2.56M | 0.77% | +37,522 | New |
| B. Metzler seel. Sohn & Co. AG | 30,948 | $2.56M | 0.03% | +7,357+31.2% | Added |
| Chicago Partners Investment Group LLC | 30,860 | $2.57M | 0.12% | +3,417+12.5% | Added |
| Legacy Capital Wealth Partners, LLC | 31,159 | $2.58M | 0.73% | −12,343−28.4% | Reduced |
| Connable Office Inc | 31,514 | $2.61M | 0.32% | −70−0.2% | Reduced |
| Quantbot Technologies LP | 31,611 | $2.62M | 0.15% | +31,611 | New |
| Mackenzie Financial Corp | 31,631 | $2.62M | 0.00% | +5,441+20.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 31,729 | $2.63M | 0.01% | +9,433+42.3% | Added |
| Maltese Capital Management LLC | 31,800 | $2.63M | 0.74% | +31,800 | New |
| Ingalls & Snyder LLC | 32,135 | $2.66M | 0.12% | 00.0% | Unchanged |
| Larson Financial Group LLC | 32,275 | $2.67M | 0.23% | −1,503−4.4% | Reduced |
| Capital Analysts, LLC | 32,363 | $2.68M | 0.13% | −3,089−8.7% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 32,437 | $2.69M | 0.07% | −346,480−91.4% | Reduced |
| SG Americas Securities, LLC | 32,939 | $2.73M | 0.03% | +24,940+311.8% | Added |
| Royce & Associates LP | 33,646 | $2.79M | 0.03% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 34,186 | $2.83M | 0.32% | −3,348−8.9% | Reduced |
| US Bancorp | 34,231 | $2.84M | 0.00% | −29−0.1% | Reduced |
| Sabal Trust CO | 34,831 | $2.89M | 0.18% | +30.0% | Added |
| Rational Advisors LLC | 35,000 | $2.90M | 0.30% | −33,500−48.9% | Reduced |
| Avitas Wealth Management LLC | 35,277 | $2.92M | 0.49% | +406+1.2% | Added |
| Accuvest Global Advisors | 35,584 | $2.95M | 3.14% | −33,599−48.6% | Reduced |
| Cresset Asset Management, LLC | 35,772 | $2.96M | 0.02% | +455+1.3% | Added |