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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 10,155 | $841.3K | 0.01% | −1,395−12.1% | Reduced |
| Qtron Investments LLC | 10,127 | $839.0K | 0.14% | 00.0% | Unchanged |
| Laurion Capital Management LP | 10,000 | $828.5K | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 9,995 | $828.1K | 0.02% | +9,995 | New |
| Western Wealth Management, LLC | 9,972 | $826.2K | 0.06% | −785−7.3% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 9,915 | $821.5K | 0.25% | −1,024−9.4% | Reduced |
| Epoch Investment Partners, Inc. | 9,773 | $809.7K | 0.00% | −4,257−30.3% | Reduced |
| RW Investment Management LLC | 9,724 | $805.6K | 0.12% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 9,700 | $803.6K | 0.84% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 9,700 | $803.6K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 9,657 | $800.1K | 0.01% | −563−5.5% | Reduced |
| Ameritas Advisory Services, LLC | 8,119 | $786.6K | 0.04% | +1,400+20.8% | Added |
| Moors & Cabot, Inc. | 9,479 | $785.3K | 0.05% | −1,726−15.4% | Reduced |
| Machina Capital S.A.S. | 9,468 | $784.4K | 0.51% | +9,468 | New |
| Agf Management Ltd | 9,418 | $780.3K | 0.00% | +195+2.1% | Added |
| Financial Management Network Inc | 9,573 | $778.0K | 0.23% | −117−1.2% | Reduced |
| TownSquare Capital, LLC | 9,188 | $761.2K | 0.01% | −15,485−62.8% | Reduced |
| Virtue Capital Management, LLC | 9,291 | $756.3K | 0.15% | +9,291 | New |
| Aries Wealth Management | 9,060 | $750.6K | 0.27% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 8,990 | $744.8K | 0.03% | +75+0.8% | Added |
| Sawgrass Asset Management LLC | 8,858 | $733.9K | 0.08% | +421+5.0% | Added |
| Segment Wealth Management, LLC | 8,850 | $733.2K | 0.06% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 8,801 | $729.2K | 0.01% | +8,801 | New |
| E&G Advisors, LP | 8,726 | $722.9K | 0.26% | +126+1.5% | Added |
| Fiduciary Group LLC | 8,700 | $720.8K | 0.08% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 8,617 | $713.9K | 0.50% | +8,617 | New |
| Vontobel Holding Ltd. | 8,592 | $711.8K | 0.01% | −1,460−14.5% | Reduced |
| Veriti Management LLC | 8,511 | $705.1K | 0.06% | +4,595+117.3% | Added |
| Smith Shellnut Wilson LLC | 8,508 | $704.9K | 0.40% | 00.0% | Unchanged |
| Forum Financial Management, LP | 8,450 | $700.1K | 0.01% | +1,299+18.2% | Added |
| Northeast Investment Management | 8,400 | $695.9K | 0.04% | +2,400+40.0% | Added |
| SYSTM Wealth Solutions LLC | 8,289 | $686.8K | 0.10% | −163−1.9% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 8,232 | $682.0K | 0.18% | −2,124−20.5% | Reduced |
| Corsair Capital Management, L.P. | 8,185 | $678.1K | 0.22% | 00.0% | Unchanged |
| Synovus Financial Corp | 8,123 | $673.4K | 0.01% | −37−0.5% | Reduced |
| Kavar Capital Partners Group, LLC | 8,044 | $666.4K | 0.07% | +4,022+100.0% | Added |
| Principal Street Partners, LLC | 7,956 | $659.2K | 0.16% | −1,667−17.3% | Reduced |
| Yousif Capital Management, LLC | 7,924 | $656.5K | 0.01% | +343+4.5% | Added |
| Diversified Trust Co | 7,910 | $655.3K | 0.02% | −2,406−23.3% | Reduced |
| Sage Rhino Capital LLC | 7,907 | $655.1K | 0.17% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 7,827 | $648.5K | 1.13% | +7,827 | New |
| Firethorn Wealth Partners, LLC | 7,724 | $639.9K | 0.42% | −108−1.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 7,689 | $637.0K | 0.00% | +721+10.3% | Added |
| GAMMA Investing LLC | 7,303 | $632.3K | 0.17% | +7,303 | New |
| Redwood Investment Management, LLC | 7,612 | $631.0K | 0.06% | −4,324−36.2% | Reduced |
| Empowered Funds, LLC | 7,613 | $630.7K | 0.02% | +833+12.3% | Added |
| Stratos Wealth Advisors, LLC | 7,558 | $626.2K | 0.04% | +10+0.1% | Added |
| AQR Capital Management LLC | 7,544 | $625.0K | 0.00% | +371+5.2% | Added |
| Mirabella Financial Services LLP | 7,541 | $624.8K | 0.09% | −34,799−82.2% | Reduced |
| Parallel Advisors, LLC | 7,491 | $620.6K | 0.02% | +39+0.5% | Added |
| Marks Group Wealth Management, Inc | 7,480 | $619.7K | 0.07% | +146+2.0% | Added |
| Oxford Asset Management LLP | 7,458 | $617.9K | 0.93% | +7,458 | New |
| Sequoia Financial Advisors, LLC | 7,259 | $601.4K | 0.01% | +547+8.1% | Added |
| CWM, LLC | 7,214 | $598.0K | 0.00% | −365−4.8% | Reduced |
| Simplex Trading, LLC | 7,176 | $594.0K | 0.02% | +7,176 | New |
| Fiduciary Family Office, LLC | 7,157 | $593.0K | 0.26% | +7,157 | New |
| Moloney Securities Asset Management, LLC | 7,149 | $592.3K | 0.09% | +10.0% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 7,085 | $587.0K | 0.04% | 00.0% | Unchanged |
| Focus Financial Network Inc | 7,028 | $582.3K | 0.02% | +7,028 | New |
| Golden State Equity Partners | 7,005 | $580.4K | 0.14% | −125−1.8% | Reduced |
| Cigna Investments Inc | 7,006 | $580.0K | 0.12% | +192+2.8% | Added |
| Linscomb & Williams, Inc. | 7,000 | $580.0K | 0.03% | −515−6.9% | Reduced |
| Ionic Capital Management LLC | 7,000 | $580.0K | 0.28% | +7,000 | New |
| Guinness Asset Management LTD | 6,964 | $577.0K | 0.01% | −606−8.0% | Reduced |
| Dana Investment Advisors, Inc. | 6,930 | $574.2K | 0.03% | +171+2.5% | Added |
| Bridgefront Capital, LLC | 6,896 | $571.3K | 0.43% | +6,896 | New |
| American International Group, Inc. | 6,879 | $569.9K | 0.00% | +7+0.1% | Added |
| NewEdge Wealth, LLC | 6,860 | $568.4K | 0.01% | +430+6.7% | Added |
| Visionary Wealth Advisors | 6,716 | $556.4K | 0.04% | −400−5.6% | Reduced |
| Farther Finance Advisors, LLC | 6,672 | $552.8K | 0.04% | +615+10.2% | Added |
| La Banque Postale Asset Management SA | 6,663 | $552.0K | 0.01% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 6,644 | $550.5K | 0.01% | +594+9.8% | Added |
| Integrated Investment Consultants, LLC | 6,631 | $549.4K | 0.17% | +1,801+37.3% | Added |
| Vident Advisory, LLC | 6,624 | $548.8K | 0.01% | +3,148+90.6% | Added |
| Cannon Global Investment Management, LLC | 6,600 | $546.8K | 4.10% | −7,700−53.8% | Reduced |
| Diligent Investors, LLC | 6,594 | $546.3K | 0.15% | −299−4.3% | Reduced |
| Welch & Forbes LLC | 6,550 | $542.7K | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 6,510 | $539.4K | 0.02% | −210−3.1% | Reduced |
| Principle Wealth Partners LLC | 6,500 | $538.5K | 0.05% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 6,499 | $538.5K | 0.01% | −397−5.8% | Reduced |
| Nalls Sherbakoff Group, LLC | 6,348 | $525.9K | 0.47% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 6,235 | $516.6K | 0.14% | −1,494−19.3% | Reduced |
| Quotient Wealth Partners, LLC | 6,196 | $513.3K | 0.02% | +6,196 | New |
| Apollon Wealth Management, LLC | 6,147 | $509.3K | 0.02% | +2,387+63.5% | Added |
| Lake Street Advisors Group, LLC | 6,132 | $508.0K | 0.03% | +6,132 | New |
| Cutler Group LP | 6,127 | $507.0K | 0.07% | +3,239+112.2% | Added |
| Arete Wealth Advisors, LLC | 6,077 | $503.5K | 0.04% | −1,304−17.7% | Reduced |
| Wolverine Trading, LLC | 6,056 | $501.7K | 0.00% | −8,288−57.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6,000 | $501.5K | 0.01% | −300−4.8% | Reduced |
| Bartlett & Co. LLC | 6,000 | $501.0K | 0.01% | −300−4.8% | Reduced |
| Old National Bancorp | 6,039 | $500.3K | 0.01% | −830−12.1% | Reduced |
| Signaturefd, LLC | 6,036 | $500.1K | 0.01% | +705+13.2% | Added |
| Lazard Asset Management LLC | 6,000 | $497.0K | 0.00% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 5,968 | $494.4K | 0.02% | +10.0% | Added |
| Stamos Capital Partners, L.P. | 5,920 | $490.5K | 0.13% | −10,880−64.8% | Reduced |
| HighPoint Advisor Group LLC | 4,851 | $489.0K | 0.04% | +4,851 | New |
| Auxano Advisors, LLC | 5,895 | $488.4K | 0.16% | +5,895 | New |
| Transcend Wealth Collective, LLC | 5,787 | $479.5K | 0.04% | +328+6.0% | Added |
| Samalin Investment Counsel, LLC | 5,781 | $479.0K | 0.24% | −90−1.5% | Reduced |
| Good Life Advisors, LLC | 5,664 | $469.3K | 0.05% | +97+1.7% | Added |