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 |
|---|---|---|---|---|---|
| Swiss Life Asset Management Ltd | 35,691 | $2.96M | 0.04% | +393+1.1% | Added |
| Guardian Wealth Management, Inc. | 35,849 | $2.97M | 2.51% | −54−0.2% | Reduced |
| Sawtooth Solutions, LLC | 36,137 | $2.99M | 0.08% | −476−1.3% | Reduced |
| Bleakley Financial Group, LLC | 36,137 | $2.99M | 0.10% | −476−1.3% | Reduced |
| Kize Capital LP | 36,175 | $3.00M | 1.77% | −217,104−85.7% | Reduced |
| Close Asset Management Ltd | 36,229 | $3.00M | 0.13% | −29,042−44.5% | Reduced |
| Mesirow Financial Investment Management, Inc. | 38,121 | $3.16M | 0.12% | +38,121 | New |
| Nordea Investment Management AB | 39,047 | $3.24M | 0.00% | +133+0.3% | Added |
| Allianz Asset Management GmbH | 39,662 | $3.29M | 0.01% | −8,173−17.1% | Reduced |
| Xponance, Inc. | 40,823 | $3.38M | 0.04% | +170+0.4% | Added |
| Rothschild Investment LLC | 41,033 | $3.40M | 0.29% | +41,033 | New |
| IFP Advisors, Inc | 41,075 | $3.40M | 0.16% | +213+0.5% | Added |
| Creative Planning | 41,311 | $3.42M | 0.01% | +5,392+15.0% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 41,863 | $3.47M | 0.69% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 41,889 | $3.47M | 0.02% | +3,377+8.8% | Added |
| Northwestern Mutual Wealth Management Co | 42,412 | $3.51M | 0.00% | +8,978+26.9% | Added |
| Curbstone Financial Management Corp | 42,548 | $3.53M | 0.80% | −1,650−3.7% | Reduced |
| Marvin & Palmer Associates Inc | 42,580 | $3.53M | 3.94% | +42,580 | New |
| O'Rourke & Company, Inc | 43,581 | $3.61M | 2.33% | −235−0.5% | Reduced |
| Jefferies Financial Group Inc. | 43,790 | $3.63M | 0.06% | +43,790 | New |
| CIBC Private Wealth Group, LLC | 44,483 | $3.69M | 0.01% | −204−0.5% | Reduced |
| Walleye Capital LLC | 44,951 | $3.72M | 0.05% | +44,951 | New |
| Staley Capital Advisers Inc | 45,000 | $3.73M | 0.19% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 45,067 | $3.73M | 0.09% | +30.0% | Added |
| Swedbank AB | 45,436 | $3.76M | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 46,521 | $3.85M | 0.30% | +30,173+184.6% | Added |
| Alps Advisors Inc | 46,750 | $3.87M | 0.03% | −4,050−8.0% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 46,970 | $3.89M | 0.05% | −1,864−3.8% | Reduced |
| Quadrature Capital Ltd | 47,456 | $3.93M | 0.07% | +47,456 | New |
| Qsemble Capital Management, LP | 47,844 | $3.96M | 0.99% | +47,844 | New |
| Captrust Financial Advisors | 47,875 | $3.97M | 0.01% | −2,092−4.2% | Reduced |
| Samjo Management, LLC | 48,075 | $3.98M | 1.41% | +48,075 | New |
| Acadian Asset Management LLC | 48,347 | $4.00M | 0.02% | +40,006+479.6% | Added |
| Cacti Asset Management LLC | 48,130 | $4.01M | 0.35% | −1,000−2.0% | Reduced |
| Franklin Resources Inc | 49,052 | $4.06M | 0.00% | −962,534−95.2% | Reduced |
| Gulf International Bank (UK) Ltd | 49,395 | $4.09M | 0.12% | −6,019−10.9% | Reduced |
| Jessup Wealth Management, Inc | 49,755 | $4.12M | 2.06% | −49,104−49.7% | Reduced |
| Teton Advisors, Inc. | 50,000 | $4.14M | 1.35% | −10,500−17.4% | Reduced |
| Elo Mutual Pension Insurance Co | 50,200 | $4.16M | 0.11% | −365−0.7% | Reduced |
| Maryland State Retirement & Pension System | 51,629 | $4.28M | 0.09% | +2,311+4.7% | Added |
| Waterfront Wealth Inc. | 52,190 | $4.32M | 1.27% | 00.0% | Unchanged |
| Bain Capital Public Equity, LP | 53,187 | $4.41M | 3.52% | +53,187 | New |
| F/M Investments LLC | 54,355 | $4.50M | 2.56% | −18,200−25.1% | Reduced |
| Price Jennifer C. | 54,355 | $4.50M | 2.99% | −18,200−25.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 54,400 | $4.51M | 0.05% | 00.0% | Unchanged |
| Sendero Wealth Management, LLC | 54,440 | $4.51M | 0.85% | −12,706−18.9% | Reduced |
| Grand Jean Capital Management Inc | 54,526 | $4.52M | 1.35% | +1,200+2.3% | Added |
| Gabelli & Co Investment Advisers, Inc. | 55,500 | $4.60M | 0.86% | −3,500−5.9% | Reduced |
| Schroder Investment Management Group | 55,841 | $4.63M | 0.01% | +6,419+13.0% | Added |
| Sierra Capital LLC | 55,848 | $4.63M | 0.68% | 00.0% | Unchanged |
| KBC Group NV | 56,459 | $4.68M | 0.02% | −39,413−41.1% | Reduced |
| Alta Fox Capital Management, LLC | 56,460 | $4.68M | 2.99% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 57,090 | $4.73M | 0.07% | +57,090 | New |
| Coastal Bridge Advisors, LLC | 57,686 | $4.78M | 1.22% | −2,271−3.8% | Reduced |
| Engle Capital Management, L.P. | 58,000 | $4.81M | 1.68% | +58,000 | New |
| Kestra Advisory Services, LLC | 58,434 | $4.84M | 0.04% | −3,294−5.3% | Reduced |
| Absolute Gestao de Investimentos Ltda. | 59,374 | $4.92M | 1.92% | +59,374 | New |
| Andra AP-fonden | 59,400 | $4.92M | 0.26% | +23,700+66.4% | Added |
| D.A. Davidson & Co. | 59,685 | $4.94M | 0.05% | +1,467+2.5% | Added |
| Amalgamated Bank | 60,655 | $5.03M | 0.04% | −3,374−5.3% | Reduced |
| Beck Mack & Oliver LLC | 62,166 | $5.15M | 0.12% | −860−1.4% | Reduced |
| Janus Henderson Group PLC | 62,265 | $5.16M | 0.00% | −7,001−10.1% | Reduced |
| Heron Bay Capital Management | 62,793 | $5.20M | 1.20% | +1,829+3.0% | Added |
| Strategic Blueprint, LLC | 63,406 | $5.25M | 0.43% | +1,531+2.5% | Added |
| Beach Investment Counsel Inc | 63,900 | $5.29M | 0.65% | −27,400−30.0% | Reduced |
| British Columbia Investment Management Corp | 66,187 | $5.48M | 0.04% | +11,263+20.5% | Added |
| Nissay Asset Management Corp | 66,357 | $5.50M | 0.04% | −708−1.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 69,594 | $5.77M | 0.01% | +30,368+77.4% | Added |
| Osborne Partners Capital Management, LLC | 70,420 | $5.83M | 0.38% | −200−0.3% | Reduced |
| Daiwa Securities Group Inc. | 70,625 | $5.85M | 0.04% | −13,555−16.1% | Reduced |
| Aquatic Capital Management LLC | 72,700 | $6.02M | 0.15% | +72,700 | New |
| Assetmark, Inc | 72,921 | $6.04M | 0.02% | −269−0.4% | Reduced |
| Iridian Asset Management LLC | 73,601 | $6.10M | 1.11% | −6,239−7.8% | Reduced |
| Toronto Dominion Bank | 75,165 | $6.23M | 0.01% | −36,697−32.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 75,295 | $6.24M | 1.94% | −884−1.2% | Reduced |
| PenderFund Capital Management Ltd. | 57,020 | $6.26M | 2.04% | −14,040−19.8% | Reduced |
| Menlo Advisors LLC | 75,590 | $6.26M | 3.85% | −1,210−1.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 76,448 | $6.33M | 0.13% | +8,658+12.8% | Added |
| Public Sector Pension Investment Board | 76,773 | $6.36M | 0.05% | +1,632+2.2% | Added |
| Brinker Capital Investments, LLC | 78,126 | $6.42M | 0.07% | −4,167−5.1% | Reduced |
| Orion Portfolio Solutions, LLC | 78,126 | $6.42M | 0.07% | −4,167−5.1% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 77,514 | $6.42M | 0.67% | −109,342−58.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 78,055 | $6.47M | 0.02% | +40,019+105.2% | Added |
| Russell Investments Group, Ltd. | 78,144 | $6.50M | 0.01% | +26,431+51.1% | Added |
| Capital Fund Management S.A. | 79,222 | $6.56M | 0.08% | +79,222 | New |
| Old Well Partners, LLC | 79,623 | $6.60M | 6.14% | −4,550−5.4% | Reduced |
| Community Trust & Investment Co | 79,847 | $6.62M | 0.51% | +79,847 | New |
| Truist Financial Corp | 80,236 | $6.65M | 0.01% | +1,114+1.4% | Added |
| Financial Counselors Inc | 80,937 | $6.71M | 0.12% | −230−0.3% | Reduced |
| Triangle Securities Wealth Management | 82,782 | $6.86M | 2.13% | −644−0.8% | Reduced |
| Campbell Capital Management Inc | 83,752 | $6.94M | 3.25% | +83,752 | New |
| Voss Capital, LLC | 85,000 | $7.04M | 0.69% | −245,000−74.2% | Reduced |
| Texas Yale Capital Corp. | 85,969 | $7.12M | 0.34% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 87,427 | $7.24M | 0.16% | −25,414−22.5% | Reduced |
| Jackson Square Partners, LLC | 89,080 | $7.38M | 0.24% | −10,647−10.7% | Reduced |
| Covey Capital Advisors, LLC | 90,387 | $7.49M | 9.50% | −660−0.7% | Reduced |
| Public Employees Retirement Association of Colorado | 90,833 | $7.53M | 0.03% | −3,466−3.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 92,586 | $7.67M | 0.07% | −17,996−16.3% | Reduced |
| Basswood Capital Management, L.L.C. | 92,926 | $7.70M | 0.50% | −104,735−53.0% | Reduced |
| Janney Montgomery Scott LLC | 94,144 | $7.80M | 0.03% | +3,155+3.5% | Added |