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 |
|---|---|---|---|---|---|
| FreeGulliver LLC | 3,373 | $279.4K | 0.37% | +3,373 | New |
| Carmichael Hill & Associates, Inc. | 3,365 | $278.8K | 0.12% | +8+0.2% | Added |
| Dorsey & Whitney Trust CO LLC | 3,323 | $275.3K | 0.02% | −57−1.7% | Reduced |
| Ostrum Asset Management | 3,247 | $269.0K | 0.02% | +13+0.4% | Added |
| Keel Point, LLC | 3,225 | $267.2K | 0.03% | −61−1.9% | Reduced |
| Stratos Wealth Partners, LTD. | 3,222 | $266.9K | 0.00% | +3,222 | New |
| Valeo Financial Advisors, LLC | 3,208 | $265.8K | 0.01% | +3,208 | New |
| Sivia Capital Partners, LLC | 3,195 | $264.7K | 0.20% | +3,195 | New |
| Cypress Wealth Services, LLC | 3,187 | $264.0K | 0.07% | +3,187 | New |
| XML Financial, LLC | 3,170 | $262.7K | 0.03% | +3,170 | New |
| Belpointe Asset Management LLC | 3,168 | $262.5K | 0.02% | +3,168 | New |
| Masso Torrence Wealth Management Inc. | 3,162 | $262.0K | 0.18% | +3,162 | New |
| Sovereign Financial Group, Inc. | 3,160 | $261.8K | 0.08% | +3,160 | New |
| Numerai GP LLC | 3,159 | $261.7K | 0.09% | +3,159 | New |
| Seelaus Asset Management LLC | 3,140 | $260.1K | 0.25% | +3,140 | New |
| Zions Bancorporation, N.A. | 3,130 | $259.3K | 0.02% | +3,117+23,976.9% | Added |
| Leo Wealth, LLC | 3,081 | $257.4K | 0.03% | +3,081 | New |
| Sapient Capital LLC | 3,094 | $256.3K | 0.01% | +3,094 | New |
| Cornerstone Advisory, LLC | 3,085 | $255.6K | 0.04% | +3,085 | New |
| Apella Capital, LLC | 3,193 | $255.3K | 0.01% | +3,193 | New |
| Coldstream Capital Management Inc | 3,072 | $254.5K | 0.01% | +3,072 | New |
| U.S. Capital Wealth Advisors, LLC | 3,059 | $253.5K | 0.01% | +3,059 | New |
| Bokf, NA | 3,058 | $253.4K | 0.00% | +64+2.1% | Added |
| Evercore Wealth Management, LLC | 3,055 | $253.1K | 0.00% | +3,055 | New |
| Sand Hill Global Advisors, LLC | 3,043 | $252.1K | 0.01% | +3,043 | New |
| Mayflower Financial Advisors, LLC | 3,014 | $249.7K | 0.03% | −482−13.8% | Reduced |
| Manchester Capital Management LLC | 3,001 | $248.6K | 0.03% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 3,001 | $248.6K | 0.07% | +3,001 | New |
| Cadent Capital Advisors, LLC | 3,000 | $248.6K | 0.13% | −450−13.0% | Reduced |
| Wellington Shields & Co., LLC | 3,000 | $248.6K | 0.09% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 3,000 | $248.6K | 0.16% | +3,000 | New |
| EntryPoint Capital, LLC | 2,980 | $246.9K | 0.24% | +2,980 | New |
| Northside Capital Management, LLC | 2,903 | $240.5K | 0.08% | +2,903 | New |
| Johnson Financial Group, Inc. | 2,889 | $239.4K | 0.01% | +2,889 | New |
| Pine Valley Investments Ltd Liability Co | 2,882 | $238.8K | 0.02% | +2,882 | New |
| Abn Amro Investment Solutions | 2,858 | $236.8K | 0.00% | +2,858 | New |
| Evergreen Capital Management LLC | 2,806 | $232.5K | 0.01% | +2,806 | New |
| Virtus Family Office LLC | 2,796 | $231.6K | 0.39% | −3,374−54.7% | Reduced |
| Montag A & Associates Inc | 2,794 | $231.5K | 0.01% | +128+4.8% | Added |
| Global Retirement Partners, LLC | 2,808 | $229.0K | 0.01% | +996+55.0% | Added |
| Aviance Capital Partners, LLC | 2,757 | $228.4K | 0.05% | +2,757 | New |
| Camden Capital, LLC | 2,754 | $228.2K | 0.02% | +2,754 | New |
| Verition Fund Management LLC | 2,746 | $227.5K | 0.00% | +2,746 | New |
| Northwest Bancshares, Inc. | 2,725 | $225.8K | 0.04% | +2,725 | New |
| Allstate Corp | 2,709 | $224.4K | 0.02% | +2,709 | New |
| Crestwood Advisors Group LLC | 2,706 | $224.2K | 0.01% | +2,706 | New |
| William Blair Investment Management, LLC | 2,684 | $222.4K | 0.00% | −989−26.9% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,676 | $221.7K | 0.22% | +2,676 | New |
| Washington Trust Bank | 2,644 | $219.1K | 0.02% | +2,644 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 2,630 | $217.9K | 0.04% | +2,630 | New |
| American Capital Advisory, LLC | 2,625 | $217.5K | 0.16% | +2,625 | New |
| Middleton & Co Inc | 2,622 | $217.2K | 0.03% | +2,622 | New |
| Guyasuta Investment Advisors Inc | 2,609 | $216.2K | 0.02% | +2,609 | New |
| Hexagon Capital Partners LLC | 2,571 | $212.9K | 0.05% | +10.0% | Added |
| iA Global Asset Management Inc. | 2,560 | $212.0K | 0.00% | −60−2.3% | Reduced |
| TFC Financial Management | 2,550 | $211.3K | 0.04% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,547 | $211.0K | 0.10% | −423−14.2% | Reduced |
| American Trust | 2,532 | $209.8K | 0.02% | +2,532 | New |
| Keystone Financial Group | 2,505 | $207.6K | 0.04% | +2,505 | New |
| Silvercrest Asset Management Group LLC | 2,505 | $207.5K | 0.00% | +2,505 | New |
| RFG Advisory, LLC | 2,504 | $207.5K | 0.01% | +2,504 | New |
| Intellectus Partners, LLC | 2,500 | $207.1K | 0.06% | +2,500 | New |
| Fortis Advisors, LLC | 2,500 | $207.1K | 0.15% | +2,500 | New |
| Ballast, Inc. | 2,500 | $207.1K | 0.07% | +2,500 | New |
| Mount Yale Investment Advisors, LLC | 2,480 | $205.5K | 0.02% | +2,480 | New |
| Steel Peak Wealth Management LLC | 2,463 | $204.0K | 0.01% | −2,996−54.9% | Reduced |
| Flagship Harbor Advisors, LLC | 2,445 | $202.5K | 0.01% | +2,445 | New |
| Benedetti & Gucer, Inc. | 2,444 | $202.5K | 0.11% | +2,444 | New |
| Campbell & CO Investment Adviser LLC | 2,440 | $202.2K | 0.02% | +2,440 | New |
| Cedar Brook Financial Partners, LLC | 2,461 | $201.5K | 0.04% | +2,461 | New |
| CAPROCK Group, Inc. | 2,429 | $201.2K | 0.01% | +2,429 | New |
| Harvest Fund Management Co., Ltd | 2,316 | $192.0K | 0.03% | +1,755+312.8% | Added |
| Whittier Trust Co | 2,292 | $189.9K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2,271 | $188.2K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 2,222 | $184.2K | 0.03% | −212−8.7% | Reduced |
| Intact Investment Management Inc. | 2,200 | $182.3K | 0.01% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 2,100 | $174.0K | 0.03% | +2,100 | New |
| Brown Brothers Harriman & Co | 2,086 | $172.8K | 0.00% | −651−23.8% | Reduced |
| Huntington National Bank | 2,075 | $171.9K | 0.00% | +351+20.4% | Added |
| Smithfield Trust Co | 2,049 | $171.0K | 0.01% | +213+11.6% | Added |
| Wellington Shields Capital Management, LLC | 2,000 | $165.7K | 0.02% | 00.0% | Unchanged |
| Granite FO LLC | 2,000 | $165.7K | 0.11% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1,973 | $163.5K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,933 | $160.1K | 0.02% | +1,075+125.3% | Added |
| Alta Advisers Ltd | 1,900 | $157.4K | 0.08% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 1,897 | $157.2K | 0.15% | +1,897 | New |
| SRS Capital Advisors, Inc. | 1,894 | $156.9K | 0.02% | +4+0.2% | Added |
| GPS Wealth Strategies Group, LLC | 1,891 | $156.7K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,727 | $143.1K | 0.00% | −285−14.2% | Reduced |
| Bogart Wealth, LLC | 1,702 | $141.0K | 0.01% | −43−2.5% | Reduced |
| Tower View Investment Management & Research LLC | 1,626 | $135.0K | 0.08% | +3+0.2% | Added |
| Hoey Investments, Inc | 1,569 | $130.0K | 0.04% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 1,450 | $120.1K | 0.09% | −1,400−49.1% | Reduced |
| Centaurus Financial, Inc. | 1,433 | $119.0K | 0.01% | +1,433 | New |
| HHM Wealth Advisors, LLC | 1,400 | $116.0K | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,355 | $112.2K | 0.01% | +755+125.8% | Added |
| Stephenson National Bank & Trust | 1,272 | $105.4K | 0.05% | +1,272 | New |
| Lindbrook Capital, LLC | 1,264 | $104.7K | 0.01% | +493+63.9% | Added |
| Rosenberg Matthew Hamilton | 1,260 | $104.4K | 0.03% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,247 | $103.3K | 0.01% | +483+63.2% | Added |