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, 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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Arcadia Investment Management Corp | 568 | $57.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 575 | $57.8K | 0.01% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 604 | $60.8K | 0.01% | +604 | New |
| FRG Family Wealth Advisors LLC | 663 | $61.7K | 0.01% | +663 | New |
| Washington Trust Advisors, Inc. | 620 | $62.3K | 0.01% | −7−1.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 680 | $68.0K | 0.00% | +666+4,757.1% | Added |
| Bruce G. Allen Investments, LLC | 723 | $72.7K | 0.06% | +80+12.4% | Added |
| TSFG, LLC | 726 | $73.0K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 749 | $75.3K | 0.03% | +749 | New |
| Canton Hathaway, LLC | 800 | $80.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 830 | $81.0K | 0.00% | −1,219−59.5% | Reduced |
| NBT Bank N A | 860 | $86.5K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 861 | $86.6K | 0.03% | +844+4,964.7% | Added |
| EntryPoint Capital, LLC | 894 | $89.9K | 0.08% | −2,086−70.0% | Reduced |
| Northwest Bank & Trust Co | 1,000 | $93.1K | 0.09% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 977 | $98.2K | 0.01% | +2+0.2% | Added |
| Perkins Coie Trust Co | 984 | $99.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 984 | $99.0K | 0.01% | +8+0.8% | Added |
| Delta Asset Management LLC | 991 | $99.7K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,000 | $100.6K | 0.01% | 00.0% | Unchanged |
| Motco | 1,000 | $100.6K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,000 | $100.6K | 0.02% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,025 | $103.1K | 0.05% | −500−32.8% | Reduced |
| Allworth Financial LP | 1,046 | $105.2K | 0.00% | +56+5.7% | Added |
| Johnson Financial Group, Inc. | 1,084 | $109.0K | 0.01% | −1,805−62.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,100 | $110.6K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,192 | $119.9K | 0.04% | −80−6.3% | Reduced |
| Hollencrest Capital Management | 1,240 | $124.7K | 0.01% | +975+367.9% | Added |
| Valley National Advisers Inc | 1,282 | $128.0K | 0.02% | +493+62.5% | Added |
| Private Trust Co NA | 1,286 | $129.3K | 0.01% | +539+72.2% | Added |
| Brown Brothers Harriman & Co | 1,312 | $132.0K | 0.00% | −774−37.1% | Reduced |
| Lindbrook Capital, LLC | 1,318 | $132.6K | 0.01% | +54+4.3% | Added |
| Westpac Banking Corp | 1,323 | $133.1K | 0.01% | +76+6.1% | Added |
| Parkside Financial Bank & Trust | 1,339 | $134.7K | 0.02% | +115+9.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,355 | $136.3K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,367 | $136.7K | 0.04% | +107+8.5% | Added |
| Stelac Advisory Services LLC | 1,376 | $138.4K | 0.07% | +1,376 | New |
| HHM Wealth Advisors, LLC | 1,400 | $140.8K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 1,463 | $147.0K | 0.09% | +1,106+309.8% | Added |
| Hoey Investments, Inc | 1,569 | $157.8K | 0.04% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,614 | $162.3K | 0.01% | +1,597+9,394.1% | Added |
| Tower View Investment Management & Research LLC | 1,629 | $163.8K | 0.10% | +3+0.2% | Added |
| Bogart Wealth, LLC | 1,702 | $171.2K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,751 | $176.1K | 0.02% | −182−9.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,891 | $190.2K | 0.03% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3,625 | $190.4K | 0.17% | +1,000+38.1% | Added |
| MidAtlantic Capital Management, Inc. | 1,897 | $190.8K | 0.17% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,900 | $191.1K | 0.09% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,926 | $193.7K | 0.00% | +1,608+505.7% | Added |
| St Germain D J Co Inc | 1,983 | $199.4K | 0.01% | +10+0.5% | Added |
| Dynamic Technology Lab Private Ltd | 2,003 | $201.0K | 0.02% | +2,003 | New |
| Wellington Shields Capital Management, LLC | 2,000 | $201.2K | 0.04% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,000 | $201.2K | 0.01% | +2,000 | New |
| Bahl & Gaynor Inc | 2,000 | $201.2K | 0.00% | +2,000 | New |
| Douglass Winthrop Advisors, LLC | 2,000 | $201.2K | 0.00% | +2,000 | New |
| Benin Management CORP | 2,000 | $201.2K | 0.06% | +2,000 | New |
| Aureus Asset Management, LLC | 2,000 | $201.2K | 0.01% | +2,000 | New |
| Harbor Advisors LLC | 2,000 | $201.2K | 0.04% | +2,000 | New |
| VELA Investment Management, LLC | 2,009 | $202.1K | 0.07% | +2,009 | New |
| Fairview Capital Investment Management, LLC | 2,026 | $203.8K | 0.01% | +2,026 | New |
| BTC Capital Management, Inc. | 2,050 | $206.2K | 0.02% | +2,050 | New |
| Aveo Capital Partners, LLC | 2,175 | $206.6K | 0.02% | +2,175 | New |
| Imprint Wealth LLC | 2,067 | $206.7K | 0.05% | +2,067 | New |
| Better Money Decisions, LLC | 2,069 | $208.1K | 0.17% | +2,069 | New |
| AA Financial Advisors, LLC | 2,080 | $209.2K | 0.08% | +2,080 | New |
| Atomi Financial Group, Inc. | 2,085 | $209.7K | 0.02% | +2,085 | New |
| Beaton Management Co. Inc. | 2,100 | $211.0K | 0.11% | +2,100 | New |
| Benedetti & Gucer, Inc. | 2,112 | $212.0K | 0.11% | −332−13.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 2,110 | $212.2K | 0.03% | +2,110 | New |
| Lantz Financial LLC | 2,111 | $212.3K | 0.07% | +2,111 | New |
| Foundations Investment Advisors, LLC | 2,120 | $213.2K | 0.01% | +2,120 | New |
| PFG Advisors | 2,125 | $213.7K | 0.02% | +2,125 | New |
| Aviance Capital Partners, LLC | 2,137 | $214.9K | 0.03% | −620−22.5% | Reduced |
| Beirne Wealth Consulting Services, LLC | 2,145 | $215.8K | 0.09% | +2,145 | New |
| Guyasuta Investment Advisors Inc | 2,609 | $216.2K | 0.02% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 2,165 | $217.8K | 0.08% | +2,165 | New |
| William Blair Investment Management, LLC | 2,188 | $220.1K | 0.00% | −496−18.5% | Reduced |
| Balentine LLC | 2,190 | $220.3K | 0.01% | +2,190 | New |
| Conservest Capital Advisors, Inc. | 2,204 | $221.7K | 0.02% | +2,204 | New |
| Umb Bank N A | 2,225 | $223.8K | 0.00% | −1,575−41.4% | Reduced |
| Cidel Asset Management Inc | 2,231 | $224.4K | 0.02% | +2,231 | New |
| Drive Wealth Management, LLC | 2,239 | $225.2K | 0.06% | +2,239 | New |
| Garrison Bradford & Associates Inc | 2,251 | $226.0K | 0.23% | +2,251 | New |
| Fundamentun, LLC | 2,249 | $226.2K | 0.02% | −1,179−34.4% | Reduced |
| MBB Public Markets I LLC | 2,251 | $226.4K | 0.01% | +2,251 | New |
| AMG National Trust Bank | 2,252 | $226.5K | 0.01% | +2,252 | New |
| Wedmont Private Capital | 2,263 | $226.9K | 0.02% | +2,263 | New |
| Sunbelt Securities, Inc. | 2,271 | $228.4K | 0.03% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 2,276 | $229.0K | 0.00% | −1,492−39.6% | Reduced |
| Pring Turner Capital Group Inc | 2,285 | $229.8K | 0.17% | +2,285 | New |
| Scotia Capital Inc. | 2,288 | $230.1K | 0.00% | +2,288 | New |
| International Assets Investment Management, LLC | 2,308 | $230.8K | 0.02% | +2,308 | New |
| Fifth Lane Capital, LP | 2,324 | $233.7K | 0.30% | +2,324 | New |
| Haverford Trust Co | 2,333 | $234.7K | 0.00% | +2,333 | New |
| Corton Capital Inc. | 2,348 | $236.2K | 0.09% | +2,348 | New |
| Objective Capital Management, LLC | 2,351 | $236.5K | 0.16% | +2,351 | New |
| First National Trust Co | 2,370 | $238.4K | 0.01% | +2,370 | New |
| SRS Capital Advisors, Inc. | 2,382 | $239.5K | 0.03% | +488+25.8% | Added |
| Jefferies Financial Group Inc. | 2,383 | $239.7K | 0.00% | −41,407−94.6% | Reduced |
| D'Orazio & Associates, Inc. | 2,390 | $240.4K | 0.04% | +2,390 | New |