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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 99,429 | $8.24M | 0.75% | −4,102−4.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 99,936 | $8.28M | 0.04% | −5,824−5.5% | Reduced |
| Forsta Ap-Fonden | 101,100 | $8.38M | 0.08% | −3,000−2.9% | Reduced |
| Chickasaw Capital Management LLC | 102,673 | $8.51M | 0.45% | −6,010−5.5% | Reduced |
| Tiaa Trust, National Association | 102,954 | $8.53M | 0.03% | +102,954 | New |
| Lountzis Asset Management, LLC | 106,748 | $8.84M | 4.83% | −927−0.9% | Reduced |
| Candriam Luxembourg S.C.A. | 108,030 | $8.95M | 0.06% | +72,008+199.9% | Added |
| Ensign Peak Advisors, Inc | 108,095 | $8.96M | 0.02% | +92,895+611.2% | Added |
| American Century Companies Inc | 109,467 | $9.07M | 0.01% | +16,517+17.8% | Added |
| Stephens Inc | 113,634 | $9.41M | 0.16% | −10,393−8.4% | Reduced |
| CI Private Wealth, LLC | 114,552 | $9.49M | 0.02% | +20,488+21.8% | Added |
| Utah Retirement Systems | 115,000 | $9.53M | 0.12% | +3,900+3.5% | Added |
| Mirador Capital Partners LP | 115,031 | $9.53M | 2.02% | −200.0% | Reduced |
| Crestline Management, LP | 115,376 | $9.56M | 0.89% | +70,376+156.4% | Added |
| Equitable Trust Co | 115,546 | $9.57M | 0.72% | −2,091−1.8% | Reduced |
| Advisor Group Holdings, Inc. | 115,770 | $9.59M | 0.02% | −65,105−36.0% | Reduced |
| Cookson Peirce & Co Inc | 116,312 | $9.64M | 0.58% | +116,312 | New |
| Federated Hermes, Inc. | 117,605 | $9.74M | 0.02% | +117,605 | New |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 117,747 | $9.75M | 0.67% | 00.0% | Unchanged |
| B & T Capital Management DBA Alpha Capital Management | 118,265 | $9.80M | 2.02% | −6,327−5.1% | Reduced |
| IFM Investors Pty Ltd | 119,138 | $9.87M | 0.12% | 00.0% | Unchanged |
| Buffington Mohr McNeal | 119,382 | $9.89M | 1.99% | −1,307−1.1% | Reduced |
| Perennial Advisors, LLC | 122,003 | $10.1M | 2.49% | −1,228−1.0% | Reduced |
| Atria Wealth Solutions, Inc. | 123,957 | $10.3M | 0.13% | −3,912−3.1% | Reduced |
| Calamos Advisors LLC | 124,072 | $10.3M | 0.05% | +785+0.6% | Added |
| Unisphere Establishment | 125,000 | $10.4M | 0.11% | +125,000 | New |
| GoodHaven Capital Management, LLC | 125,265 | $10.4M | 4.50% | −975−0.8% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 126,330 | $10.5M | 2.59% | +126,330 | New |
| Gateway Investment Advisers LLC | 127,147 | $10.5M | 0.12% | +90,226+244.4% | Added |
| Aviva PLC | 128,878 | $10.7M | 0.04% | +75,963+143.6% | Added |
| SOL Capital Management CO | 129,127 | $10.7M | 1.45% | −1,610−1.2% | Reduced |
| FineMark National Bank & Trust | 131,122 | $10.9M | 0.44% | +14,662+12.6% | Added |
| Commonwealth Equity Services, LLC | 132,867 | $11.0M | 0.02% | −53,093−28.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 133,075 | $11.0M | 0.14% | −20,138−13.1% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 134,098 | $11.1M | 0.30% | +101,128+306.7% | Added |
| Schonfeld Strategic Advisors LLC | 134,196 | $11.1M | 0.09% | −255,391−65.6% | Reduced |
| Voya Investment Management LLC | 134,209 | $11.1M | 0.01% | +940+0.7% | Added |
| BNP Paribas Arbitrage, SA | 134,641 | $11.2M | 0.02% | +68,595+103.9% | Added |
| SeaTown Holdings Pte. Ltd. | 134,811 | $11.2M | 1.53% | −511,089−79.1% | Reduced |
| Capital Group Private Client Services, Inc. | 135,173 | $11.2M | 0.12% | +135,173 | New |
| Palisade Capital Management LLC | 135,598 | $11.2M | 0.30% | −1,000−0.7% | Reduced |
| Northeast Financial Consultants Inc | 136,950 | $11.3M | 0.63% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 136,988 | $11.3M | 0.18% | +8,339+6.5% | Added |
| City of London Investment Management Co Ltd | 137,428 | $11.4M | 0.93% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 138,535 | $11.5M | 0.53% | +138,535 | New |
| USS Investment Management Ltd | 140,868 | $11.7M | 0.10% | +236+0.2% | Added |
| Balyasny Asset Management LLC | 143,977 | $11.9M | 0.03% | −519,386−78.3% | Reduced |
| Private Wealth Partners, LLC | 144,455 | $12.0M | 1.01% | −1,560−1.1% | Reduced |
| Callodine Capital Management, LP | 145,000 | $12.0M | 3.16% | −121,610−45.6% | Reduced |
| Partners Capital Investment Group, LLP | 145,672 | $12.1M | 0.26% | −48,742−25.1% | Reduced |
| Alyeska Investment Group, L.P. | 145,907 | $12.1M | 0.08% | −218,823−60.0% | Reduced |
| Cobalt Capital Management, Inc. | 150,000 | $12.4M | 4.33% | +110,000+275.0% | Added |
| Hudson Bay Capital Management LP | 150,000 | $12.4M | 0.11% | +150,000 | New |
| Capital Research Global Investors | 151,939 | $12.6M | 0.00% | −902−0.6% | Reduced |
| HighTower Advisors, LLC | 155,248 | $12.9M | 0.02% | +67,571+77.1% | Added |
| Citigroup Inc | 156,510 | $13.0M | 0.02% | −38,705−19.8% | Reduced |
| HST Ventures, LLC | 156,975 | $13.0M | 4.59% | −10,944−6.5% | Reduced |
| North Star Investment Management Corp. | 157,365 | $13.0M | 1.00% | −2,697−1.7% | Reduced |
| Arizona State Retirement System | 161,768 | $13.4M | 0.10% | −9,239−5.4% | Reduced |
| Bank of Nova Scotia | 163,386 | $13.5M | 0.03% | +156,006+2,113.9% | Added |
| First Trust Advisors LP | 164,945 | $13.7M | 0.01% | +101,141+158.5% | Added |
| Matthew 25 Management Corp | 165,000 | $13.7M | 4.78% | −43,500−20.9% | Reduced |
| FIL Ltd | 166,055 | $13.8M | 0.01% | −79,548−32.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 166,672 | $13.8M | 0.03% | −109,142−39.6% | Reduced |
| Levin Capital Strategies, L.P. | 167,725 | $13.9M | 1.54% | −5,379−3.1% | Reduced |
| Coronation Fund Managers Ltd. | 169,581 | $14.0M | 0.39% | −77,878−31.5% | Reduced |
| Factory Mutual Insurance Co | 170,000 | $14.1M | 0.17% | +170,000 | New |
| Handelsbanken Fonder AB | 176,988 | $14.7M | 0.07% | +67,833+62.1% | Added |
| Victory Capital Management Inc | 177,677 | $14.7M | 0.02% | −67,227−27.5% | Reduced |
| The PNC Financial Services Group, Inc. | 178,592 | $14.8M | 0.01% | −7,846−4.2% | Reduced |
| Dark Forest Capital Management LP | 179,468 | $14.9M | 2.23% | +23,690+15.2% | Added |
| Spinecap SAS | 180,010 | $14.9M | 28.16% | +180,010 | New |
| Aryeh Capital Management Ltd. | 188,300 | $15.6M | 9.43% | −51,500−21.5% | Reduced |
| Nomura Asset Management Co Ltd | 195,442 | $16.2M | 0.07% | +45,577+30.4% | Added |
| Governors Lane LP | 198,946 | $16.5M | 4.26% | −242,954−55.0% | Reduced |
| Caldwell Investment Management Ltd. | 200,000 | $16.6M | 12.76% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 202,185 | $16.8M | 0.98% | +844+0.4% | Added |
| Zuckerman Investment Group, LLC | 204,955 | $17.0M | 2.19% | −9,073−4.2% | Reduced |
| Pictet Asset Management Holding SA | 210,178 | $17.4M | 0.02% | +4,900+2.4% | Added |
| Oppenheimer & Co Inc | 215,333 | $17.8M | 0.33% | −27,871−11.5% | Reduced |
| HSBC Holdings PLC | 220,572 | $18.3M | 0.02% | +47,866+27.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 222,894 | $18.5M | 0.11% | −403−0.2% | Reduced |
| Adell Harriman & Carpenter Inc | 224,815 | $18.6M | 1.72% | +1,814+0.8% | Added |
| Cerity Partners LLC | 225,095 | $18.6M | 0.06% | +3,304+1.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 226,181 | $18.7M | 0.07% | +15,476+7.3% | Added |
| DnB Asset Management AS | 227,221 | $18.8M | 0.10% | +1,491+0.7% | Added |
| Crescent Park Management, L.P. | 230,997 | $19.1M | 5.92% | −11,208−4.6% | Reduced |
| BBR Partners, LLC | 231,047 | $19.1M | 1.96% | −75,611−24.7% | Reduced |
| Asset Management One Co.,Ltd. | 230,657 | $19.3M | 0.08% | −875−0.4% | Reduced |
| Jackson Hill Advisors, LLC | 238,500 | $19.8M | 12.16% | −25,500−9.7% | Reduced |
| Cinctive Capital Management LP | 240,550 | $19.9M | 1.40% | +165,390+220.1% | Added |
| Global Frontier Investments LLC | 241,000 | $20.0M | 6.86% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 249,528 | $20.7M | 0.06% | +3,755+1.5% | Added |
| Point72 Europe (London) LLP | 250,957 | $20.8M | 2.61% | +158,657+171.9% | Added |
| LPL Financial LLC | 256,378 | $21.2M | 0.01% | +17,719+7.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 268,041 | $21.4M | 0.04% | +10,208+4.0% | Added |
| XN LP | 258,936 | $21.5M | 1.42% | +258,936 | New |
| National Bank of Canada | 271,525 | $22.1M | 0.04% | −52,544−16.2% | Reduced |
| HRT Financial LP | 268,443 | $22.2M | 0.16% | −622,178−69.9% | Reduced |
| Public Employees Retirement System of Ohio | 279,889 | $23.2M | 0.09% | +16,640+6.3% | Added |