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 |
|---|---|---|---|---|---|
| Whittier Trust Co | 2,395 | $240.9K | 0.00% | +103+4.5% | Added |
| Banque Pictet & Cie SA | 2,400 | $241.4K | 0.00% | +2,400 | New |
| Quotient Wealth Partners, LLC | 2,405 | $241.9K | 0.01% | −3,791−61.2% | Reduced |
| Granite FO LLC | 2,000 | $243.3K | 0.14% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2,423 | $243.7K | 0.05% | −148−5.8% | Reduced |
| Flagship Harbor Advisors, LLC | 2,449 | $246.3K | 0.02% | +4+0.2% | Added |
| Allianz SE | 2,452 | $246.6K | 0.01% | +2,452 | New |
| Cypress Point Wealth Management, LLC | 2,452 | $246.6K | 0.13% | +2,452 | New |
| Steel Peak Wealth Management LLC | 2,463 | $247.8K | 0.01% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 2,466 | $248.0K | 0.02% | −14−0.6% | Reduced |
| Childress Capital Advisors, LLC | 2,476 | $249.0K | 0.07% | −525−17.5% | Reduced |
| Sand Hill Global Advisors, LLC | 2,480 | $249.4K | 0.01% | −563−18.5% | Reduced |
| CAPROCK Group, Inc. | 2,483 | $249.7K | 0.01% | +54+2.2% | Added |
| Cedar Brook Financial Partners, LLC | 2,488 | $250.2K | 0.05% | +27+1.1% | Added |
| Fortis Advisors, LLC | 2,500 | $251.4K | 0.17% | 00.0% | Unchanged |
| Ballast, Inc. | 2,500 | $251.4K | 0.08% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 2,505 | $252.0K | 0.01% | −1,394−35.8% | Reduced |
| Silvercrest Asset Management Group LLC | 2,505 | $252.0K | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group | 2,506 | $252.1K | 0.04% | +10.0% | Added |
| Chevy Chase Trust Holdings, Inc. | 2,509 | $252.4K | 0.00% | +2,509 | New |
| Capstone Investment Advisors, LLC | 2,510 | $252.5K | 0.00% | +2,510 | New |
| Integrated Wealth Concepts LLC | 2,540 | $255.5K | 0.00% | +2,540 | New |
| TFC Financial Management | 2,553 | $256.8K | 0.05% | +3+0.1% | Added |
| Pine Valley Investments Ltd Liability Co | 2,584 | $259.9K | 0.02% | −298−10.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 2,589 | $260.4K | 0.11% | +42+1.6% | Added |
| Benjamin Edwards Inc | 2,615 | $263.0K | 0.05% | +2,615 | New |
| Coldstream Capital Management Inc | 2,619 | $263.4K | 0.01% | −453−14.7% | Reduced |
| Middleton & Co Inc | 2,622 | $263.7K | 0.03% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 2,630 | $264.2K | 0.05% | 00.0% | Unchanged |
| Washington Trust Bank | 2,644 | $265.9K | 0.03% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 2,644 | $265.9K | 0.04% | +2,644 | New |
| iA Global Asset Management Inc. | 2,640 | $266.0K | 0.01% | +80+3.1% | Added |
| AlTi Global, Inc. | 2,652 | $266.7K | 0.01% | +2,652 | New |
| Meadow Creek Wealth Advisors LLC | 2,661 | $267.7K | 0.19% | −15−0.6% | Reduced |
| Abn Amro Investment Solutions | 2,668 | $268.3K | 0.00% | −190−6.6% | Reduced |
| Exchange Traded Concepts, LLC | 2,690 | $270.6K | 0.01% | +2,657+8,051.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 2,708 | $272.4K | 0.04% | +2,708 | New |
| Allstate Corp | 2,709 | $272.5K | 0.02% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 2,725 | $274.1K | 0.04% | 00.0% | Unchanged |
| Virtus Family Office LLC | 2,741 | $275.7K | 0.44% | −55−2.0% | Reduced |
| Atom Investors LP | 2,746 | $276.2K | 0.03% | +2,746 | New |
| Evercore Wealth Management, LLC | 2,760 | $277.6K | 0.00% | −295−9.7% | Reduced |
| Oxford Asset Management LLP | 2,762 | $277.8K | 0.30% | −4,696−63.0% | Reduced |
| Evergreen Capital Management LLC | 2,816 | $283.3K | 0.01% | +10+0.4% | Added |
| Vestmark Advisory Solutions, Inc. | 2,849 | $286.6K | 0.01% | +2,849 | New |
| LFA - Lugano Financial Advisors SA | 2,850 | $286.7K | 0.21% | +1,400+96.6% | Added |
| Camden Capital, LLC | 2,856 | $287.3K | 0.03% | +102+3.7% | Added |
| Montag A & Associates Inc | 2,878 | $289.4K | 0.01% | +84+3.0% | Added |
| Global Retirement Partners, LLC | 2,900 | $291.7K | 0.01% | +92+3.3% | Added |
| Northside Capital Management, LLC | 2,903 | $292.0K | 0.05% | 00.0% | Unchanged |
| XML Financial, LLC | 2,972 | $298.9K | 0.03% | −198−6.2% | Reduced |
| Dudley Capital Management, LLC | 3,000 | $300.0K | 0.18% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 3,000 | $301.7K | 0.10% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 3,000 | $301.7K | 0.12% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 3,009 | $302.6K | 0.06% | +3,009 | New |
| Trustmark National Bank Trust Department | 3,012 | $302.9K | 0.02% | +3,012 | New |
| Mayflower Financial Advisors, LLC | 3,022 | $304.0K | 0.05% | +8+0.3% | Added |
| Hantz Financial Services, Inc. | 3,025 | $304.0K | 0.01% | −84,402−96.5% | Reduced |
| Argent Trust Co | 3,035 | $305.3K | 0.01% | +3,035 | New |
| Maven Securities LTD | 3,037 | $305.5K | 0.02% | +3,037 | New |
| Mainstay Capital Management LLC | 3,052 | $307.0K | 0.06% | +3,052 | New |
| U.S. Capital Wealth Advisors, LLC | 3,065 | $308.2K | 0.01% | +6+0.2% | Added |
| Citizens Financial Group Inc | 3,074 | $309.2K | 0.01% | +3,074 | New |
| Cornerstone Advisory, LLC | 3,085 | $310.3K | 0.04% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 3,090 | $310.8K | 0.21% | −105−3.3% | Reduced |
| Zions Bancorporation, N.A. | 3,097 | $311.5K | 0.02% | −33−1.1% | Reduced |
| Parallax Volatility Advisers, L.P. | 3,141 | $315.9K | 0.01% | +3,141 | New |
| Masso Torrence Wealth Management Inc. | 3,163 | $318.1K | 0.19% | +10.0% | Added |
| Blueshift Asset Management, LLC | 3,169 | $318.7K | 0.17% | +3,169 | New |
| Sovereign Financial Group, Inc. | 3,179 | $319.7K | 0.08% | +19+0.6% | Added |
| Apella Capital, LLC | 3,196 | $320.5K | 0.02% | +3+0.1% | Added |
| Cypress Wealth Services, LLC | 3,201 | $322.0K | 0.08% | +14+0.4% | Added |
| USA Financial Portformulas Corp | 3,210 | $322.9K | 0.05% | +3,210 | New |
| Ostrum Asset Management | 3,247 | $326.6K | 0.03% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,251 | $327.0K | 0.04% | +250+8.3% | Added |
| Dorsey & Whitney Trust CO LLC | 3,261 | $328.0K | 0.02% | −62−1.9% | Reduced |
| Aspen Grove Capital, LLC | 3,288 | $330.8K | 0.09% | −145−4.2% | Reduced |
| Knightsbridge Asset Management, LLC | 4,001 | $331.5K | 0.09% | 00.0% | Unchanged |
| Essex Savings Bank | 4,057 | $336.1K | 0.10% | 00.0% | Unchanged |
| Glenview Trust Co | 3,364 | $338.4K | 0.01% | −11−0.3% | Reduced |
| Johnson Investment Counsel Inc | 3,369 | $338.9K | 0.00% | −97−2.8% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,370 | $339.0K | 0.14% | +5+0.1% | Added |
| Avantax Planning Partners, Inc. | 3,384 | $340.4K | 0.01% | +3,384 | New |
| Polymer Capital Management (HK) LTD | 3,400 | $342.0K | 0.09% | +3,400 | New |
| Summit Financial, LLC | 3,415 | $343.5K | 0.02% | −279−7.6% | Reduced |
| Fiduciary Family Office, LLC | 3,417 | $343.7K | 0.13% | −3,740−52.3% | Reduced |
| Huntington National Bank | 3,435 | $345.5K | 0.00% | +1,360+65.5% | Added |
| Paloma Partners Management Co | 3,479 | $349.9K | 0.05% | +3,479 | New |
| Hodges Capital Management Inc. | 3,516 | $354.0K | 0.02% | −496−12.4% | Reduced |
| Lakeview Capital Partners, LLC | 3,520 | $354.1K | 0.06% | −148−4.0% | Reduced |
| Avantax Advisory Services, Inc. | 3,522 | $354.3K | 0.00% | −45−1.3% | Reduced |
| We Are One Seven, LLC | 3,550 | $357.1K | 0.02% | +159+4.7% | Added |
| Gitterman Wealth Management, LLC | 3,551 | $357.2K | 0.14% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 3,555 | $357.6K | 0.08% | 00.0% | Unchanged |
| Duality Advisers, LP | 3,568 | $358.9K | 0.04% | +3,568 | New |
| Leo Wealth, LLC | 3,571 | $359.1K | 0.04% | +490+15.9% | Added |
| Valeo Financial Advisors, LLC | 3,711 | $359.1K | 0.01% | +503+15.7% | Added |
| Symmetry Partners, LLC | 3,597 | $362.0K | 0.03% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 3,616 | $364.0K | 0.01% | −50−1.4% | Reduced |
| Ameritas Advisory Services, LLC | 3,681 | $365.6K | 0.02% | −4,438−54.7% | Reduced |