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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 117,605 | $9.74M | 0.02% | +117,605 | New |
| Cookson Peirce & Co Inc | 116,312 | $9.64M | 0.58% | +116,312 | New |
| Advisor Group Holdings, Inc. | 115,770 | $9.59M | 0.02% | −65,105−36.0% | Reduced |
| Equitable Trust Co | 115,546 | $9.57M | 0.72% | −2,091−1.8% | Reduced |
| Crestline Management, LP | 115,376 | $9.56M | 0.89% | +70,376+156.4% | Added |
| Mirador Capital Partners LP | 115,031 | $9.53M | 2.02% | −200.0% | Reduced |
| Utah Retirement Systems | 115,000 | $9.53M | 0.12% | +3,900+3.5% | Added |
| CI Private Wealth, LLC | 114,552 | $9.49M | 0.02% | +20,488+21.8% | Added |
| Stephens Inc | 113,634 | $9.41M | 0.16% | −10,393−8.4% | Reduced |
| American Century Companies Inc | 109,467 | $9.07M | 0.01% | +16,517+17.8% | Added |
| Ensign Peak Advisors, Inc | 108,095 | $8.96M | 0.02% | +92,895+611.2% | Added |
| Candriam Luxembourg S.C.A. | 108,030 | $8.95M | 0.06% | +72,008+199.9% | Added |
| Lountzis Asset Management, LLC | 106,748 | $8.84M | 4.83% | −927−0.9% | Reduced |
| Tiaa Trust, National Association | 102,954 | $8.53M | 0.03% | +102,954 | New |
| Chickasaw Capital Management LLC | 102,673 | $8.51M | 0.45% | −6,010−5.5% | Reduced |
| Forsta Ap-Fonden | 101,100 | $8.38M | 0.08% | −3,000−2.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 99,936 | $8.28M | 0.04% | −5,824−5.5% | Reduced |
| EverSource Wealth Advisors, LLC | 99,429 | $8.24M | 0.75% | −4,102−4.0% | Reduced |
| Janney Montgomery Scott LLC | 94,144 | $7.80M | 0.03% | +3,155+3.5% | Added |
| Basswood Capital Management, L.L.C. | 92,926 | $7.70M | 0.50% | −104,735−53.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 92,586 | $7.67M | 0.07% | −17,996−16.3% | Reduced |
| Public Employees Retirement Association of Colorado | 90,833 | $7.53M | 0.03% | −3,466−3.7% | Reduced |
| Covey Capital Advisors, LLC | 90,387 | $7.49M | 9.50% | −660−0.7% | Reduced |
| Jackson Square Partners, LLC | 89,080 | $7.38M | 0.24% | −10,647−10.7% | Reduced |
| Hantz Financial Services, Inc. | 87,427 | $7.24M | 0.16% | −25,414−22.5% | Reduced |
| Texas Yale Capital Corp. | 85,969 | $7.12M | 0.34% | 00.0% | Unchanged |
| Voss Capital, LLC | 85,000 | $7.04M | 0.69% | −245,000−74.2% | Reduced |
| Campbell Capital Management Inc | 83,752 | $6.94M | 3.25% | +83,752 | New |
| Triangle Securities Wealth Management | 82,782 | $6.86M | 2.13% | −644−0.8% | Reduced |
| Financial Counselors Inc | 80,937 | $6.71M | 0.12% | −230−0.3% | Reduced |
| Truist Financial Corp | 80,236 | $6.65M | 0.01% | +1,114+1.4% | Added |
| Community Trust & Investment Co | 79,847 | $6.62M | 0.51% | +79,847 | New |
| Old Well Partners, LLC | 79,623 | $6.60M | 6.14% | −4,550−5.4% | Reduced |
| Capital Fund Management S.A. | 79,222 | $6.56M | 0.08% | +79,222 | New |
| Russell Investments Group, Ltd. | 78,144 | $6.50M | 0.01% | +26,431+51.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 78,055 | $6.47M | 0.02% | +40,019+105.2% | Added |
| Capital Group Investment Management Pte. Ltd. | 77,514 | $6.42M | 0.67% | −109,342−58.5% | Reduced |
| 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 |
| Public Sector Pension Investment Board | 76,773 | $6.36M | 0.05% | +1,632+2.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 76,448 | $6.33M | 0.13% | +8,658+12.8% | Added |
| Menlo Advisors LLC | 75,590 | $6.26M | 3.85% | −1,210−1.6% | Reduced |
| PenderFund Capital Management Ltd. | 57,020 | $6.26M | 2.04% | −14,040−19.8% | Reduced |
| Sterling Investment Advisors, Ltd. | 75,295 | $6.24M | 1.94% | −884−1.2% | Reduced |
| Toronto Dominion Bank | 75,165 | $6.23M | 0.01% | −36,697−32.8% | Reduced |
| Iridian Asset Management LLC | 73,601 | $6.10M | 1.11% | −6,239−7.8% | Reduced |
| Assetmark, Inc | 72,921 | $6.04M | 0.02% | −269−0.4% | Reduced |
| Aquatic Capital Management LLC | 72,700 | $6.02M | 0.15% | +72,700 | New |
| Daiwa Securities Group Inc. | 70,625 | $5.85M | 0.04% | −13,555−16.1% | Reduced |
| Osborne Partners Capital Management, LLC | 70,420 | $5.83M | 0.38% | −200−0.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 69,594 | $5.77M | 0.01% | +30,368+77.4% | Added |
| Nissay Asset Management Corp | 66,357 | $5.50M | 0.04% | −708−1.1% | Reduced |
| British Columbia Investment Management Corp | 66,187 | $5.48M | 0.04% | +11,263+20.5% | Added |
| Beach Investment Counsel Inc | 63,900 | $5.29M | 0.65% | −27,400−30.0% | Reduced |
| Strategic Blueprint, LLC | 63,406 | $5.25M | 0.43% | +1,531+2.5% | Added |
| Heron Bay Capital Management | 62,793 | $5.20M | 1.20% | +1,829+3.0% | Added |
| Janus Henderson Group PLC | 62,265 | $5.16M | 0.00% | −7,001−10.1% | Reduced |
| Beck Mack & Oliver LLC | 62,166 | $5.15M | 0.12% | −860−1.4% | Reduced |
| Amalgamated Bank | 60,655 | $5.03M | 0.04% | −3,374−5.3% | Reduced |
| D.A. Davidson & Co. | 59,685 | $4.94M | 0.05% | +1,467+2.5% | Added |
| Andra AP-fonden | 59,400 | $4.92M | 0.26% | +23,700+66.4% | Added |
| Absolute Gestao de Investimentos Ltda. | 59,374 | $4.92M | 1.92% | +59,374 | New |
| Kestra Advisory Services, LLC | 58,434 | $4.84M | 0.04% | −3,294−5.3% | Reduced |
| Engle Capital Management, L.P. | 58,000 | $4.81M | 1.68% | +58,000 | New |
| Coastal Bridge Advisors, LLC | 57,686 | $4.78M | 1.22% | −2,271−3.8% | Reduced |
| Worldquant Millennium Advisors LLC | 57,090 | $4.73M | 0.07% | +57,090 | New |
| Alta Fox Capital Management, LLC | 56,460 | $4.68M | 2.99% | 00.0% | Unchanged |
| KBC Group NV | 56,459 | $4.68M | 0.02% | −39,413−41.1% | Reduced |
| Sierra Capital LLC | 55,848 | $4.63M | 0.68% | 00.0% | Unchanged |
| Schroder Investment Management Group | 55,841 | $4.63M | 0.01% | +6,419+13.0% | Added |
| Gabelli & Co Investment Advisers, Inc. | 55,500 | $4.60M | 0.86% | −3,500−5.9% | Reduced |
| Grand Jean Capital Management Inc | 54,526 | $4.52M | 1.35% | +1,200+2.3% | Added |
| Sendero Wealth Management, LLC | 54,440 | $4.51M | 0.85% | −12,706−18.9% | Reduced |
| ArrowMark Colorado Holdings LLC | 54,400 | $4.51M | 0.05% | 00.0% | Unchanged |
| 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 |
| Bain Capital Public Equity, LP | 53,187 | $4.41M | 3.52% | +53,187 | New |
| Waterfront Wealth Inc. | 52,190 | $4.32M | 1.27% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 51,629 | $4.28M | 0.09% | +2,311+4.7% | Added |
| Elo Mutual Pension Insurance Co | 50,200 | $4.16M | 0.11% | −365−0.7% | Reduced |
| Teton Advisors, Inc. | 50,000 | $4.14M | 1.35% | −10,500−17.4% | Reduced |
| Jessup Wealth Management, Inc | 49,755 | $4.12M | 2.06% | −49,104−49.7% | Reduced |
| Gulf International Bank (UK) Ltd | 49,395 | $4.09M | 0.12% | −6,019−10.9% | Reduced |
| Franklin Resources Inc | 49,052 | $4.06M | 0.00% | −962,534−95.2% | Reduced |
| Cacti Asset Management LLC | 48,130 | $4.01M | 0.35% | −1,000−2.0% | Reduced |
| Acadian Asset Management LLC | 48,347 | $4.00M | 0.02% | +40,006+479.6% | Added |
| Samjo Management, LLC | 48,075 | $3.98M | 1.41% | +48,075 | New |
| Captrust Financial Advisors | 47,875 | $3.97M | 0.01% | −2,092−4.2% | Reduced |
| Qsemble Capital Management, LP | 47,844 | $3.96M | 0.99% | +47,844 | New |
| Quadrature Capital Ltd | 47,456 | $3.93M | 0.07% | +47,456 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 46,970 | $3.89M | 0.05% | −1,864−3.8% | Reduced |
| Alps Advisors Inc | 46,750 | $3.87M | 0.03% | −4,050−8.0% | Reduced |
| Virtu Financial LLC | 46,521 | $3.85M | 0.30% | +30,173+184.6% | Added |
| Swedbank AB | 45,436 | $3.76M | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 45,067 | $3.73M | 0.09% | +30.0% | Added |
| Staley Capital Advisers Inc | 45,000 | $3.73M | 0.19% | 00.0% | Unchanged |
| Walleye Capital LLC | 44,951 | $3.72M | 0.05% | +44,951 | New |
| CIBC Private Wealth Group, LLC | 44,483 | $3.69M | 0.01% | −204−0.5% | Reduced |
| Jefferies Financial Group Inc. | 43,790 | $3.63M | 0.06% | +43,790 | New |
| O'Rourke & Company, Inc | 43,581 | $3.61M | 2.33% | −235−0.5% | Reduced |