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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.

Other share classesKKRSKKRTKKR.PD

13F holders, Q1 2024

Institutional positions in KKR & Co. Inc. as of Mar 31, 2024. 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
1,033
+126 vs. Q4 2023
Shares held
506.0M
+3.46M (+0.7%) vs. Q4 2023
Total value
$50.8B
+$9.21B (+22.1%) vs. Q4 2023
New holders
186
334 more added
Sold out
60
358 more reduced

11 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 1,033 institutions
Q1 2021: 651 institutionsQ2 2021: 704 institutionsQ3 2021: 745 institutionsQ4 2021: 833 institutionsQ1 2022: 786 institutionsQ2 2022: 732 institutionsQ3 2022: 709 institutionsQ4 2022: 730 institutionsQ1 2023: 742 institutionsQ2 2023: 758 institutionsQ3 2023: 792 institutionsQ4 2023: 918 institutionsQ1 2024: 1,033 institutionsQ2 2024: 1,068 institutionsQ3 2024: 1,172 institutionsQ4 2024: 1,324 institutionsQ1 2025: 1,290 institutionsQ2 2025: 1,331 institutionsQ3 2025: 1,377 institutionsQ4 2025: 1,403 institutionsQ1 2026: 1,285 institutionsQ2 2026: 1,284 institutions
Value heldQ1 2024: $50.8B
Q1 2021: $22.1BQ2 2021: $26.5BQ3 2021: $27.1BQ4 2021: $33.1BQ1 2022: $26.0BQ2 2022: $21.1BQ3 2022: $20.2BQ4 2022: $22.1BQ1 2023: $25.2BQ2 2023: $26.8BQ3 2023: $31.1BQ4 2023: $41.8BQ1 2024: $50.8BQ2 2024: $56.4BQ3 2024: $69.3BQ4 2024: $78.9BQ1 2025: $61.8BQ2 2025: $71.4BQ3 2025: $68.9BQ4 2025: $69.3BQ1 2026: $49.0BQ2 2026: $50.2B
Institutions holding KKR and their total value by quarter
QuarterHoldersValue
Q2 20261,284$50.2B
Q1 20261,285$49.0B
Q4 20251,403$69.3B
Q3 20251,377$68.9B
Q2 20251,331$71.4B
Q1 20251,290$61.8B
Q4 20241,324$78.9B
Q3 20241,172$69.3B
Q2 20241,068$56.4B
Q1 20241,033$50.8B
Q4 2023918$41.8B
Q3 2023792$31.1B
Q2 2023758$26.8B
Q1 2023742$25.2B
Q4 2022730$22.1B
Q3 2022709$20.2B
Q2 2022732$21.1B
Q1 2022786$26.0B
Q4 2021833$33.1B
Q3 2021745$27.1B
Q2 2021704$26.5B
Q1 2021651$22.1B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q4 2023.

Institutions holding KKR in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Dogwood Wealth Management LLC0$70.00%0Unchanged
Tfo-TDC, LLC1$1010.00%−6−85.7%Reduced
Anfield Capital Management, LLC4$4020.00%+4New
Continuum Advisory, LLC5$5110.00%+5New
Global Assets Advisory, LLC65,000$6500.03%+65,000New
CoreCap Advisors, LLC8$8050.00%+8New
DHJJ Financial Advisors, Ltd.10$1.01K0.00%00.0%Unchanged
Castleview Partners, LLC11$1.11K0.00%−9−45.0%Reduced
Core Alternative Capital12$1.21K0.00%−149−92.5%Reduced
Valued Wealth Advisors LLC12$1.21K0.00%+9+300.0%Added
Cornerstone Planning Group LLC13$1.24K0.00%+13New
True Wealth Design, LLC15$1.51K0.00%+15New
FinTrust Capital Advisors, LLC17$1.71K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC18$1.81K0.00%−12−40.0%Reduced
Sachetta, LLC23$1.91K0.00%00.0%Unchanged
Geneos Wealth Management Inc.19$1.91K0.00%−537−96.6%Reduced
Avion Wealth14$2.00K0.00%00.0%Unchanged
ICA Group Wealth Management, LLC23$2.31K0.00%00.0%Unchanged
Insight Financial Services25$2.51K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.25$2.52K0.00%00.0%Unchanged
NVWM, LLC25$2.52K0.00%00.0%Unchanged
South State Corp.25$2.52K0.00%+25New
Rise Advisors, LLC26$2.57K0.00%+1+4.0%Added
MV Capital Management, Inc.29$2.92K0.00%+16+123.1%Added
Tucker Asset Management LLC30$3.02K0.00%00.0%Unchanged
FSA Wealth Management LLC34$3.42K0.00%00.0%Unchanged
Versant Capital Management, Inc35$3.52K0.00%00.0%Unchanged
Pacific Capital Wealth Advisors, Inc35$3.52K0.00%+35New
PFS Partners, LLC35$3.52K0.00%+35New
Wolff Wiese Magana LLC36$3.62K0.00%+36New
Smartleaf Asset Management LLC37$3.72K0.00%+37New
First PREMIER Bank39$4.00K0.00%+39New
Redmont Wealth Advisors LLC44$4.43K0.01%+44New
Bell Investment Advisors, Inc46$4.63K0.00%00.0%Unchanged
Mather Group, LLC.56$4.64K0.00%+56New
Park Place Capital Corp47$4.73K0.00%+47New
Pacific Center for Financial Services47$4.73K0.00%+47New
Proequities, Inc.49$4.93K0.00%+9+22.5%Added
Chilton Capital Management LLC51$5.13K0.00%00.0%Unchanged
Salem Investment Counselors Inc51$5.13K0.00%+51New
Private Wealth Management Group, LLC54$5.43K0.00%−6−10.0%Reduced
Financial Management Professionals, Inc.57$6.00K0.00%00.0%Unchanged
Retirement Group, LLC61$6.13K0.00%+61New
Bellevue Asset Management, LLC62$6.24K0.00%−5−7.5%Reduced
Core Wealth Advisors, Inc.63$6.34K0.00%00.0%Unchanged
Colonial Trust Co63$6.34K0.00%−2−3.1%Reduced
Signature Resources Capital Management, LLC77$6.38K0.01%00.0%Unchanged
Fairman Group, LLC66$6.64K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC80$8.00K0.00%+9+12.7%Added
Grove Bank & Trust84$8.45K0.00%−100−54.3%Reduced
Beacon Capital Management, LLC86$8.65K0.00%+86New
Main Street Group, LTD100$10.1K0.00%00.0%Unchanged
Western Pacific Wealth Management, LP100$10.1K0.01%−3,601−97.3%Reduced
Creative Financial Designs Inc108$10.9K0.00%00.0%Unchanged
Quent Capital, LLC112$11.3K0.00%+112New
American National Bank116$11.7K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.116$11.7K0.00%+116New
Central Trust Co120$12.1K0.00%00.0%Unchanged
West Oak Capital, LLC125$13.0K0.01%+125New
Atticus Wealth Management, LLC133$13.4K0.00%00.0%Unchanged
Quarry LP137$13.8K0.01%+137New
Oakworth Capital, Inc.147$14.8K0.00%00.0%Unchanged
Raleigh Capital Management Inc.150$15.1K0.01%+95+172.7%Added
Cedar Wealth Management, LLC156$15.7K0.01%+156New
Meeder Asset Management Inc185$18.6K0.00%+185New
Pathway Financial Advisers, LLC185$18.6K0.01%00.0%Unchanged
Armstrong Advisory Group, Inc232$19.2K0.00%00.0%Unchanged
Harbour Investments, Inc.209$21.0K0.00%−5−2.3%Reduced
Catalyst Capital Advisors LLC210$21.1K0.00%00.0%Unchanged
Compass Wealth Management LLC228$22.9K0.01%+228New
Resources Management Corp250$25.0K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC254$25.5K0.00%+157+161.9%Added
Massmutual Trust Co FSB273$27.5K0.00%+56+25.8%Added
Riverview Trust Co273$27.5K0.02%+273New
Pinnacle Bancorp, Inc.285$28.7K0.01%−83−22.6%Reduced
RFP Financial Group LLC286$28.8K0.01%+31+12.2%Added
Cutler Group LP290$29.0K0.01%−5,837−95.3%Reduced
CGC Financial Services, LLC325$32.7K0.02%+325New
NBC Securities, Inc.334$33.0K0.00%+34+11.3%Added
Kayne Anderson Rudnick Investment Management LLC338$34.1K0.00%+40+13.4%Added
Glen Eagle Advisors, LLC342$34.4K0.01%+150+78.1%Added
Ofi Invest Asset Management370$34.5K0.00%−54−12.7%Reduced
University of Texas/Texas Am Investment Managment Co430$35.6K0.00%00.0%Unchanged
Naples Money Management LLC355$35.7K0.04%−160−31.1%Reduced
Jones Financial Companies LLLP356$35.8K0.00%+293+465.1%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA360$36.2K0.02%+200+125.0%Added
AdvisorNet Financial, Inc419$42.1K0.00%+95+29.3%Added
Riggs Asset Managment Co. Inc.430$43.3K0.01%+12+2.9%Added
Missouri Trust & Investment Co433$43.6K0.02%−25−5.5%Reduced
Hazlett, Burt & Watson, Inc.450$45.0K0.03%00.0%Unchanged
SOA Wealth Advisors, LLC.453$45.5K0.01%00.0%Unchanged
Crewe Advisors LLC468$47.1K0.01%+468New
Harel Insurance Investments & Financial Services Ltd.500$50.0K0.00%00.0%Unchanged
First United Bank Trust500$50.3K0.02%00.0%Unchanged
Planning Capital Management Corp500$50.3K0.04%00.0%Unchanged
Silicon Valley Capital Partners506$50.9K0.01%+1+0.2%Added
WR Wealth Planners, LLC514$51.7K0.02%+514New
SJS Investment Consulting Inc.520$52.3K0.01%+1+0.2%Added
Deseret Mutual Benefit Administrators523$52.6K0.03%00.0%Unchanged
Institutional & Family Asset Management, LLC548$55.2K0.01%+1+0.2%Added