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 |
|---|---|---|---|---|---|
| First Bank & Trust | 5,658 | $468.8K | 0.11% | +760+15.5% | Added |
| KCM Investment Advisors LLC | 5,633 | $466.7K | 0.02% | −103−1.8% | Reduced |
| EP Wealth Advisors, LLC | 5,622 | $465.8K | 0.01% | +1,512+36.8% | Added |
| Deerfield Management Company, L.P. (Series C) | 5,610 | $464.8K | 0.01% | +5,610 | New |
| Merit Financial Group, LLC | 5,576 | $462.0K | 0.01% | +5,576 | New |
| Lido Advisors, LLC | 5,575 | $461.9K | 0.00% | +192+3.6% | Added |
| Fidelis Capital Partners, LLC | 5,547 | $459.6K | 0.10% | +1,250+29.1% | Added |
| Quantinno Capital Management LP | 5,533 | $458.0K | 0.02% | +2,030+58.0% | Added |
| Arlington Financial Advisors, LLC | 5,465 | $452.8K | 0.14% | −400−6.8% | Reduced |
| AXA S.A. | 5,450 | $451.5K | 0.00% | +5,450 | New |
| QRG Capital Management, Inc. | 5,393 | $446.8K | 0.01% | +32+0.6% | Added |
| Dakota Wealth Management | 5,377 | $445.5K | 0.02% | +117+2.2% | Added |
| Baker Tilly Wealth Management, LLC | 5,240 | $434.1K | 0.07% | −2,271−30.2% | Reduced |
| Fortress Wealth Group, LLC | 5,229 | $429.4K | 0.26% | +88+1.7% | Added |
| MGB Wealth Management, LLC | 5,100 | $422.5K | 0.21% | +5,100 | New |
| Institute for Wealth Management, LLC. | 5,084 | $421.2K | 0.07% | −453−8.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 5,058 | $419.1K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 5,035 | $417.1K | 0.00% | +915+22.2% | Added |
| First Horizon Advisors, Inc. | 4,985 | $413.0K | 0.01% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 4,975 | $412.0K | 0.01% | −25,000−83.4% | Reduced |
| Islay Capital Management, LLC | 4,881 | $404.4K | 0.32% | +4,756+3,804.8% | Added |
| Edgemoor Investment Advisors, Inc. | 4,840 | $401.0K | 0.04% | 00.0% | Unchanged |
| JustInvest LLC | 4,835 | $400.6K | 0.01% | −1,272−20.8% | Reduced |
| 9258 Wealth Management, LLC | 4,832 | $400.3K | 0.07% | +10.0% | Added |
| TrinityPoint Wealth, LLC | 4,820 | $399.3K | 0.07% | +26+0.5% | Added |
| Prospera Financial Services Inc | 4,816 | $399.0K | 0.01% | −132−2.7% | Reduced |
| Eschler Asset Management LLP | 4,815 | $399.0K | 0.32% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,800 | $397.7K | 0.08% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 4,750 | $393.5K | 0.23% | 00.0% | Unchanged |
| Ieq Capital, LLC | 4,701 | $389.5K | 0.01% | −601−11.3% | Reduced |
| Fusion Capital, LLC | 4,701 | $389.4K | 0.20% | +11+0.2% | Added |
| Aft, Forsyth & Sober, LLC | 4,700 | $389.0K | 0.15% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,665 | $386.5K | 0.03% | +267+6.1% | Added |
| Resources Investment Advisors, LLC. | 4,615 | $382.4K | 0.01% | +4,615 | New |
| RDA Financial Network | 4,614 | $382.3K | 0.14% | +42+0.9% | Added |
| Leonteq Securities AG | 4,565 | $378.2K | 0.05% | −374−7.6% | Reduced |
| CIC Wealth, LLC | 4,555 | $377.4K | 0.12% | +4,555 | New |
| Family Management Corp | 4,538 | $376.0K | 0.08% | −1,465−24.4% | Reduced |
| Calamos Wealth Management LLC | 4,528 | $375.1K | 0.02% | −108−2.3% | Reduced |
| Guggenheim Capital LLC | 4,524 | $374.8K | 0.00% | −4,571−50.3% | Reduced |
| Gateway Advisory, LLC | 4,500 | $372.8K | 0.07% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 4,500 | $372.8K | 0.10% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 4,500 | $372.8K | 0.06% | +4,500 | New |
| Register Financial Advisors LLC | 4,439 | $367.8K | 0.25% | +3+0.1% | Added |
| Clearwater Capital Advisors, LLC | 4,416 | $365.9K | 0.04% | −429−8.9% | Reduced |
| Summit Trail Advisors, LLC | 4,409 | $365.3K | 0.01% | +374+9.3% | Added |
| UniSuper Management Pty Ltd | 4,400 | $364.5K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 4,398 | $364.4K | 0.00% | +4,332+6,563.6% | Added |
| GWM Advisors LLC | 4,367 | $361.8K | 0.00% | +404+10.2% | Added |
| SageView Advisory Group, LLC | 4,063 | $356.6K | 0.02% | +4,063 | New |
| Kovack Advisors, Inc. | 4,304 | $356.6K | 0.04% | −229−5.1% | Reduced |
| BlueCrest Capital Management Ltd | 4,300 | $356.3K | 0.06% | +4,300 | New |
| Crossmark Global Holdings, Inc. | 4,279 | $355.0K | 0.01% | +374+9.6% | Added |
| Concurrent Investment Advisors, LLC | 4,236 | $350.9K | 0.02% | +4,236 | New |
| Boulder Hill Capital Management LP | 4,200 | $348.0K | 0.19% | +4,200 | New |
| MONECO Advisors, LLC | 4,189 | $347.1K | 0.07% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 4,182 | $346.5K | 0.01% | +4,182 | New |
| Fort Sheridan Advisors LLC | 4,181 | $346.4K | 0.07% | +103+2.5% | Added |
| Premier Path Wealth Partners, LLC | 4,165 | $345.1K | 0.08% | +4,165 | New |
| Watershed Private Wealth LLC | 4,157 | $344.4K | 0.19% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 4,134 | $342.5K | 0.02% | +3,116+306.1% | Added |
| Ethic Inc. | 4,062 | $336.5K | 0.01% | −3,913−49.1% | Reduced |
| Essex Savings Bank | 4,057 | $336.1K | 0.10% | +4,057 | New |
| Venture Visionary Partners LLC | 4,039 | $334.6K | 0.02% | −199−4.7% | Reduced |
| Hodges Capital Management Inc. | 4,012 | $332.0K | 0.02% | +5+0.1% | Added |
| Knightsbridge Asset Management, LLC | 4,001 | $331.5K | 0.09% | +61+1.5% | Added |
| Operose Advisors LLC | 3,925 | $325.2K | 0.13% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,915 | $324.0K | 0.03% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 3,899 | $323.0K | 0.02% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 3,850 | $319.0K | 0.04% | +3,850 | New |
| Ade, LLC | 3,805 | $315.2K | 0.22% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 3,768 | $315.0K | 0.00% | +3,768 | New |
| Umb Bank N A | 3,800 | $314.8K | 0.00% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 3,767 | $312.1K | 0.03% | +51+1.4% | Added |
| TAGStone Capital, Inc. | 3,753 | $311.0K | 0.20% | +8+0.2% | Added |
| Ssi Investment Management LLC | 3,752 | $310.9K | 0.02% | −14−0.4% | Reduced |
| Greenleaf Trust | 3,741 | $309.9K | 0.00% | +78+2.1% | Added |
| XTX Topco Ltd | 3,709 | $307.3K | 0.07% | +3,709 | New |
| Resurgent Financial Advisors LLC | 3,708 | $307.2K | 0.19% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 3,701 | $306.6K | 0.22% | +135+3.8% | Added |
| Summit Financial, LLC | 3,694 | $306.0K | 0.02% | +348+10.4% | Added |
| Peapack Gladstone Financial Corp | 3,666 | $305.0K | 0.01% | +10.0% | Added |
| Lakeview Capital Partners, LLC | 3,668 | $303.9K | 0.05% | −66−1.8% | Reduced |
| Dynamic Advisor Solutions LLC | 3,732 | $303.3K | 0.01% | +364+10.8% | Added |
| Arrowstreet Capital, Limited Partnership | 3,657 | $303.0K | 0.00% | +3,657 | New |
| L.M. Kohn & Company | 3,645 | $302.0K | 0.10% | 00.0% | Unchanged |
| Wealth Alliance | 3,638 | $301.4K | 0.04% | +3,638 | New |
| Symmetry Partners, LLC | 3,597 | $301.0K | 0.02% | −1,311−26.7% | Reduced |
| Compagnie Lombard Odier SCmA | 3,615 | $299.5K | 0.01% | 00.0% | Unchanged |
| TFB Advisors LLC | 3,601 | $298.3K | 0.15% | −71−1.9% | Reduced |
| Avantax Advisory Services, Inc. | 3,567 | $295.5K | 0.00% | +196+5.8% | Added |
| Citizens National Bank Trust Department | 3,555 | $294.5K | 0.07% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 3,551 | $294.2K | 0.13% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 3,532 | $292.6K | 0.00% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3,466 | $287.1K | 0.00% | −290−7.7% | Reduced |
| Aspen Grove Capital, LLC | 3,433 | $286.5K | 0.09% | −49−1.4% | Reduced |
| Fundamentun, LLC | 3,428 | $284.0K | 0.03% | +3,428 | New |
| Legacy Advisors, LLC | 3,414 | $282.9K | 0.04% | +3,414 | New |
| We Are One Seven, LLC | 3,391 | $281.0K | 0.02% | −942−21.7% | Reduced |
| Glenview Trust Co | 3,375 | $279.6K | 0.01% | −4,287−56.0% | Reduced |