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 |
|---|---|---|---|---|---|
| Marvin & Palmer Associates Inc | 42,580 | $3.53M | 3.94% | +42,580 | New |
| Curbstone Financial Management Corp | 42,548 | $3.53M | 0.80% | −1,650−3.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 42,412 | $3.51M | 0.00% | +8,978+26.9% | Added |
| Cetera Advisor Networks LLC | 41,889 | $3.47M | 0.02% | +3,377+8.8% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 41,863 | $3.47M | 0.69% | 00.0% | Unchanged |
| Creative Planning | 41,311 | $3.42M | 0.01% | +5,392+15.0% | Added |
| IFP Advisors, Inc | 41,075 | $3.40M | 0.16% | +213+0.5% | Added |
| Rothschild Investment LLC | 41,033 | $3.40M | 0.29% | +41,033 | New |
| Xponance, Inc. | 40,823 | $3.38M | 0.04% | +170+0.4% | Added |
| Allianz Asset Management GmbH | 39,662 | $3.29M | 0.01% | −8,173−17.1% | Reduced |
| Nordea Investment Management AB | 39,047 | $3.24M | 0.00% | +133+0.3% | Added |
| Mesirow Financial Investment Management, Inc. | 38,121 | $3.16M | 0.12% | +38,121 | New |
| Close Asset Management Ltd | 36,229 | $3.00M | 0.13% | −29,042−44.5% | Reduced |
| Kize Capital LP | 36,175 | $3.00M | 1.77% | −217,104−85.7% | 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 |
| Guardian Wealth Management, Inc. | 35,849 | $2.97M | 2.51% | −54−0.2% | Reduced |
| Swiss Life Asset Management Ltd | 35,691 | $2.96M | 0.04% | +393+1.1% | Added |
| Cresset Asset Management, LLC | 35,772 | $2.96M | 0.02% | +455+1.3% | Added |
| Accuvest Global Advisors | 35,584 | $2.95M | 3.14% | −33,599−48.6% | Reduced |
| Avitas Wealth Management LLC | 35,277 | $2.92M | 0.49% | +406+1.2% | Added |
| Rational Advisors LLC | 35,000 | $2.90M | 0.30% | −33,500−48.9% | Reduced |
| Sabal Trust CO | 34,831 | $2.89M | 0.18% | +30.0% | Added |
| US Bancorp | 34,231 | $2.84M | 0.00% | −29−0.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 34,186 | $2.83M | 0.32% | −3,348−8.9% | Reduced |
| Royce & Associates LP | 33,646 | $2.79M | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 32,939 | $2.73M | 0.03% | +24,940+311.8% | Added |
| Weiss Multi-Strategy Advisers LLC | 32,437 | $2.69M | 0.07% | −346,480−91.4% | Reduced |
| Capital Analysts, LLC | 32,363 | $2.68M | 0.13% | −3,089−8.7% | Reduced |
| Larson Financial Group LLC | 32,275 | $2.67M | 0.23% | −1,503−4.4% | Reduced |
| Ingalls & Snyder LLC | 32,135 | $2.66M | 0.12% | 00.0% | Unchanged |
| Maltese Capital Management LLC | 31,800 | $2.63M | 0.74% | +31,800 | New |
| Wealth Enhancement Advisory Services, LLC | 31,729 | $2.63M | 0.01% | +9,433+42.3% | Added |
| Mackenzie Financial Corp | 31,631 | $2.62M | 0.00% | +5,441+20.8% | Added |
| Quantbot Technologies LP | 31,611 | $2.62M | 0.15% | +31,611 | New |
| Connable Office Inc | 31,514 | $2.61M | 0.32% | −70−0.2% | Reduced |
| Legacy Capital Wealth Partners, LLC | 31,159 | $2.58M | 0.73% | −12,343−28.4% | Reduced |
| Chicago Partners Investment Group LLC | 30,860 | $2.57M | 0.12% | +3,417+12.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 30,948 | $2.56M | 0.03% | +7,357+31.2% | Added |
| Louisbourg Investments Inc. | 37,522 | $2.56M | 0.77% | +37,522 | New |
| Proficio Capital Partners LLC | 30,579 | $2.53M | 0.31% | +24+0.1% | Added |
| CenterBook Partners LP | 30,433 | $2.52M | 0.31% | +16,358+116.2% | Added |
| Varma Mutual Pension Insurance Co | 30,300 | $2.51M | 0.03% | +30,300 | New |
| Comerica Bank | 29,978 | $2.48M | 0.01% | +2,674+9.8% | Added |
| Intech Investment Management LLC | 29,938 | $2.48M | 0.04% | −8,353−21.8% | Reduced |
| Atria Investments LLC | 29,652 | $2.46M | 0.04% | +2,510+9.2% | Added |
| Teza Capital Management LLC | 29,433 | $2.44M | 0.41% | −3,507−10.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 29,310 | $2.43M | 0.00% | −303−1.0% | Reduced |
| Barr E S & Co | 29,075 | $2.41M | 0.16% | −200−0.7% | Reduced |
| Tower Research Capital LLC (TRC) | 29,051 | $2.41M | 0.03% | −8,164−21.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 28,294 | $2.34M | 0.03% | +160+0.6% | Added |
| Retireful, LLC | 28,239 | $2.34M | 1.02% | −32,797−53.7% | Reduced |
| TD Waterhouse Canada Inc. | 28,457 | $2.31M | 0.02% | −2,538−8.2% | Reduced |
| Jump Financial, LLC | 27,881 | $2.31M | 0.07% | +11,725+72.6% | Added |
| HBK Sorce Advisory LLC | 27,878 | $2.31M | 0.09% | −3,845−12.1% | Reduced |
| Aigen Investment Management, LP | 27,336 | $2.26M | 0.40% | +27,336 | New |
| Rathbone Brothers plc | 27,330 | $2.26M | 0.01% | −3,865−12.4% | Reduced |
| Sit Investment Associates Inc | 27,075 | $2.24M | 0.05% | +27,075 | New |
| Blair William & Co | 26,642 | $2.21M | 0.01% | +1,116+4.4% | Added |
| Teacher Retirement System of Texas | 26,439 | $2.19M | 0.01% | −20,373−43.5% | Reduced |
| Gotham Asset Management, LLC | 26,363 | $2.18M | 0.04% | −771−2.8% | Reduced |
| Bayesian Capital Management, LP | 26,150 | $2.17M | 0.23% | −40,950−61.0% | Reduced |
| Wesbanco Bank Inc | 26,123 | $2.16M | 0.12% | +360+1.4% | Added |
| Regions Financial Corp | 26,058 | $2.16M | 0.02% | −2,400−8.4% | Reduced |
| McKinley Capital Management LLC /Delaware | 25,904 | $2.15M | 0.28% | +257+1.0% | Added |
| M&T Bank Corp | 25,572 | $2.12M | 0.01% | +7,107+38.5% | Added |
| InterOcean Capital Group, LLC | 25,150 | $2.08M | 0.06% | −2,833−10.1% | Reduced |
| Fortitude Family Office, LLC | 25,054 | $2.08M | 1.54% | +25,054 | New |
| Pacific Capital Partners Ltd | 25,000 | $2.07M | 1.56% | −32,500−56.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 24,717 | $2.05M | 0.17% | +1,669+7.2% | Added |
| Bridgewater Associates, LP | 24,410 | $2.02M | 0.01% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 24,272 | $2.01M | 1.85% | −4,206−14.8% | Reduced |
| Thrivent Financial for Lutherans | 24,208 | $2.01M | 0.00% | +24,208 | New |
| Checchi Capital Advisers, LLC | 23,970 | $1.99M | 0.16% | −690−2.8% | Reduced |
| Kayne Anderson Capital Advisors LP | 23,600 | $1.96M | 0.06% | −23,600−50.0% | Reduced |
| Principal Securities, Inc. | 23,572 | $1.95M | 0.07% | +23,572 | New |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 23,500 | $1.95M | 0.13% | −12,500−34.7% | Reduced |
| Siemens Fonds Invest GmbH | 22,751 | $1.88M | 0.15% | +11,236+97.6% | Added |
| United Asset Strategies, Inc. | 22,074 | $1.83M | 0.21% | +22,074 | New |
| Bray Capital Advisors | 21,920 | $1.82M | 0.50% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 21,876 | $1.81M | 0.07% | +21,876 | New |
| Integrated Advisors Network LLC | 21,803 | $1.81M | 0.10% | −837−3.7% | Reduced |
| Two Sigma Investments, LP | 21,800 | $1.81M | 0.00% | +21,800 | New |
| Clearstead Advisors, LLC | 21,373 | $1.77M | 0.09% | +16+0.1% | Added |
| CIBC Asset Management Inc | 21,314 | $1.77M | 0.01% | −1,455−6.4% | Reduced |
| Tredje AP-fonden | 21,066 | $1.75M | 0.02% | −27,005−56.2% | Reduced |
| Black Swift Group, LLC | 21,000 | $1.74M | 0.52% | +21,000 | New |
| Edmond de Rothschild Holding S.A. | 20,872 | $1.73M | 0.03% | +886+4.4% | Added |
| Kovitz Investment Group Partners, LLC | 20,812 | $1.72M | 0.03% | −1,075−4.9% | Reduced |
| Oxford Financial Group Ltd | 20,579 | $1.70M | 0.13% | 00.0% | Unchanged |
| Prudential PLC | 20,430 | $1.69M | 0.02% | −45−0.2% | Reduced |
| Mission Wealth Management, LP | 20,156 | $1.67M | 0.06% | +22+0.1% | Added |
| Lee Danner & Bass Inc | 19,721 | $1.63M | 0.14% | 00.0% | Unchanged |
| MetLife Investment Management | 19,641 | $1.63M | 0.01% | +208+1.1% | Added |
| National Asset Management, Inc. | 19,600 | $1.62M | 0.04% | −186−0.9% | Reduced |
| Moody National Bank Trust Division | 19,558 | $1.62M | 0.13% | +6,818+53.5% | Added |
| Cross Staff Investments Inc | 19,512 | $1.62M | 1.43% | +130+0.7% | Added |
| Pathstone Holdings, LLC | 19,451 | $1.61M | 0.01% | +19,451 | New |
| Pinnacle Associates Ltd | 19,426 | $1.61M | 0.03% | −63−0.3% | Reduced |
| Riverpark Capital Management LLC | 19,179 | $1.59M | 2.43% | −2,051−9.7% | Reduced |