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 |
|---|---|---|---|---|---|
| Stonehage Fleming Financial Services Holdings Ltd | 18,829 | $1.56M | 0.05% | −23,603−55.6% | Reduced |
| Sciencast Management LP | 18,795 | $1.56M | 0.85% | +9,959+112.7% | Added |
| Seven Post Investment Office LP | 18,700 | $1.55M | 0.40% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 18,250 | $1.51M | 0.59% | −10,563−36.7% | Reduced |
| Vinva Investment Management Ltd | 18,088 | $1.51M | 0.10% | +6,521+56.4% | Added |
| Ar Asset Management Inc | 18,000 | $1.49M | 0.39% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 17,675 | $1.46M | 0.00% | +3,226+22.3% | Added |
| Bessemer Group Inc | 17,607 | $1.46M | 0.00% | −1,719−8.9% | Reduced |
| Raymond James Trust N.A. | 17,506 | $1.45M | 0.04% | −1,820−9.4% | Reduced |
| Next Capital Management LLC | 17,483 | $1.45M | 0.62% | 00.0% | Unchanged |
| Wedbush Securities Inc | 17,429 | $1.44M | 0.06% | +259+1.5% | Added |
| Franklin Street Advisors Inc | 17,375 | $1.44M | 0.12% | 00.0% | Unchanged |
| Toroso Investments, LLC | 17,314 | $1.43M | 0.03% | +6,303+57.2% | Added |
| Hunting Hill Global Capital, LLC | 17,221 | $1.43M | 1.08% | +17,221 | New |
| Southeast Asset Advisors Inc. | 17,167 | $1.42M | 0.19% | 00.0% | Unchanged |
| LB Partners LLC | 17,100 | $1.42M | 1.55% | +17,100 | New |
| Baader Bank INC | 16,880 | $1.39M | 0.12% | +2,334+16.0% | Added |
| Baird Financial Group, Inc. | 16,617 | $1.38M | 0.00% | −821−4.7% | Reduced |
| Dantai Capital Ltd | 16,535 | $1.37M | 1.73% | +16,535 | New |
| AXS Investments LLC | 16,471 | $1.36M | 0.33% | +16,471 | New |
| DRW Securities, LLC | 16,209 | $1.34M | 0.04% | +2,909+21.9% | Added |
| Glenmede Trust Co NA | 16,116 | $1.34M | 0.01% | +6,202+62.6% | Added |
| CIBC World Markets Corp | 16,018 | $1.33M | 0.01% | +16,018 | New |
| IHT Wealth Management, LLC | 15,641 | $1.30M | 0.06% | −1,018−6.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 15,572 | $1.29M | 0.07% | +593+4.0% | Added |
| Lansing Street Advisors | 15,560 | $1.29M | 0.67% | +15,560 | New |
| J.W. Cole Advisors, Inc. | 15,467 | $1.28M | 0.08% | +1,226+8.6% | Added |
| Banco Santander, S.A. | 15,429 | $1.28M | 0.02% | −3,224−17.3% | Reduced |
| Global Endowment Management, LP | 15,164 | $1.26M | 0.14% | −8,131−34.9% | Reduced |
| MML Investors Services, LLC | 15,128 | $1.25M | 0.01% | +1,066+7.6% | Added |
| Van Eck Associates Corp | 15,077 | $1.25M | 0.00% | +2,871+23.5% | Added |
| River & Mercantile Asset Management LLP | 14,859 | $1.23M | 0.23% | −130−0.9% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 14,827 | $1.23M | 0.30% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 14,672 | $1.22M | 0.13% | −300−2.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 14,626 | $1.21M | 0.43% | 00.0% | Unchanged |
| U S Global Investors Inc | 14,550 | $1.21M | 0.08% | +14,550 | New |
| Gilbert & Cook, Inc. | 14,530 | $1.20M | 0.17% | +792+5.8% | Added |
| First National Bank Sioux Falls | 14,027 | $1.16M | 0.60% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 13,877 | $1.15M | 0.06% | −2,962−17.6% | Reduced |
| Private Advisor Group, LLC | 13,829 | $1.15M | 0.01% | +262+1.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 13,788 | $1.14M | 0.01% | −3,410−19.8% | Reduced |
| Choate Investment Advisors | 13,723 | $1.14M | 0.04% | 00.0% | Unchanged |
| Guardian Investment Management | 13,500 | $1.12M | 0.95% | 00.0% | Unchanged |
| Degroof Petercam Asset Management | 13,500 | $1.12M | 0.01% | +13,500 | New |
| Commerce Bank | 13,496 | $1.12M | 0.01% | +20+0.1% | Added |
| Atlas Capital Advisors LLC | 13,426 | $1.11M | 0.16% | +11,676+667.2% | Added |
| Investment Management Corp of Ontario | 13,384 | $1.11M | 0.03% | +13,384 | New |
| Fulton Bank, N.A. | 13,367 | $1.11M | 0.05% | −1,540−10.3% | Reduced |
| Independent Advisor Alliance | 13,273 | $1.10M | 0.04% | −999−7.0% | Reduced |
| CFM Wealth Partners LLC | 13,163 | $1.09M | 0.25% | +96+0.7% | Added |
| Keybank National Association | 13,146 | $1.09M | 0.00% | −875−6.2% | Reduced |
| CIBC World Markets Inc. | 13,145 | $1.09M | 0.00% | −3,858−22.7% | Reduced |
| Harbor Capital Advisors, Inc. | 13,078 | $1.08M | 0.21% | −51−0.4% | Reduced |
| Vestcor Inc | 13,026 | $1.08M | 0.04% | −171−1.3% | Reduced |
| Cetera Investment Advisers | 12,898 | $1.07M | 0.01% | +302+2.4% | Added |
| Robertson Stephens Wealth Management, LLC | 12,876 | $1.07M | 0.07% | +147+1.2% | Added |
| Wetherby Asset Management Inc | 12,666 | $1.05M | 0.05% | +224+1.8% | Added |
| Kestra Private Wealth Services, LLC | 12,595 | $1.04M | 0.03% | +91+0.7% | Added |
| Snowden Capital Advisors LLC | 12,589 | $1.04M | 0.04% | +284+2.3% | Added |
| ProVise Management Group, LLC | 12,479 | $1.03M | 0.09% | 00.0% | Unchanged |
| Ossiam | 12,427 | $1.03M | 0.02% | −10,277−45.3% | Reduced |
| Fort Pitt Capital Group, LLC | 12,316 | $1.02M | 0.03% | +27+0.2% | Added |
| CWA Asset Management Group, LLC | 12,310 | $1.02M | 0.07% | +114+0.9% | Added |
| Headlands Technologies LLC | 12,071 | $1.00M | 0.30% | +9,399+351.8% | Added |
| James J. Burns & Company, LLC | 12,033 | $997.0K | 0.24% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 12,002 | $994.4K | 0.28% | −346−2.8% | Reduced |
| Curated Wealth Partners LLC | 11,879 | $984.2K | 0.16% | −2,115−15.1% | Reduced |
| Wealthfront Advisers LLC | 11,777 | $975.7K | 0.00% | +886+8.1% | Added |
| Canandaigua National Bank & Trust Co | 11,768 | $975.0K | 0.15% | −170−1.4% | Reduced |
| AE Wealth Management LLC | 11,146 | $966.9K | 0.00% | −3,114−21.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,574 | $958.9K | 0.01% | +2,803+32.0% | Added |
| Spire Wealth Management | 11,266 | $948.5K | 0.03% | +28+0.2% | Added |
| Douglas Lane & Associates, LLC | 11,403 | $944.7K | 0.01% | −2,300−16.8% | Reduced |
| Zimmermann Investment Management & Planning LLC | 11,328 | $938.5K | 0.38% | +2,324+25.8% | Added |
| Metis Global Partners, LLC | 11,291 | $935.5K | 0.04% | −1,633−12.6% | Reduced |
| Silvant Capital Management LLC | 11,246 | $931.7K | 0.05% | −97−0.9% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 11,119 | $930.0K | 0.08% | 00.0% | Unchanged |
| Lynx Capital Group Ltd | 11,187 | $926.8K | 0.69% | +11,187 | New |
| Grayhawk Investment Strategies Inc. | 11,174 | $925.8K | 0.48% | +11,174 | New |
| Assenagon Asset Management S.A. | 11,153 | $924.0K | 0.00% | −377,597−97.1% | Reduced |
| Driehaus Capital Management LLC | 11,062 | $916.5K | 0.01% | +7,341+197.3% | Added |
| Boston Private Wealth LLC | 11,034 | $914.1K | 0.02% | +19+0.2% | Added |
| Trueblood Wealth Management, LLC | 10,900 | $903.1K | 0.57% | +10,900 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 10,805 | $895.2K | 0.40% | +1,195+12.4% | Added |
| Chemistry Wealth Management LLC | 10,804 | $895.1K | 0.27% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 10,800 | $894.8K | 0.01% | +1,184+12.3% | Added |
| Kraematon Investment Advisors, Inc | 10,759 | $891.4K | 0.98% | −1,807−14.4% | Reduced |
| Illinois Municipal Retirement Fund | 10,757 | $891.0K | 0.01% | +10,757 | New |
| Zhang Financial LLC | 10,665 | $883.6K | 0.08% | −190−1.8% | Reduced |
| Bradley Foster & Sargent Inc | 10,637 | $881.3K | 0.02% | +387+3.8% | Added |
| MAI Capital Management | 10,575 | $876.1K | 0.01% | +267+2.6% | Added |
| Davenport & Co LLC | 10,575 | $876.1K | 0.01% | +4,975+88.8% | Added |
| TCW Group Inc | 10,474 | $875.4K | 0.01% | +10,474 | New |
| Lincoln National Corp | 10,525 | $872.0K | 0.02% | +274+2.7% | Added |
| Paradigm Asset Management Co LLC | 10,454 | $866.1K | 0.23% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 10,356 | $858.0K | 0.03% | +75+0.7% | Added |
| Connectus Wealth, LLC | 10,289 | $852.5K | 0.02% | +10,289 | New |
| Beaumont Financial Advisors, LLC | 10,220 | $846.7K | 0.08% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 10,203 | $845.3K | 0.08% | +78+0.8% | Added |
| Red Door Wealth Management, LLC | 10,180 | $843.4K | 0.18% | +40.0% | Added |