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 |
|---|---|---|---|---|---|
| L.M. Kohn & Company | 3,645 | $366.6K | 0.10% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 3,711 | $373.3K | 0.03% | −41−1.1% | Reduced |
| Axxcess Wealth Management, LLC | 3,729 | $375.1K | 0.01% | −453−10.8% | Reduced |
| Greenleaf Trust | 3,741 | $376.3K | 0.00% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 3,757 | $377.9K | 0.20% | +49+1.3% | Added |
| TAGStone Capital, Inc. | 3,760 | $378.0K | 0.22% | +7+0.2% | Added |
| Panagora Asset Management Inc | 3,772 | $379.4K | 0.00% | +240+6.8% | Added |
| Tradition Wealth Management, LLC | 3,795 | $381.7K | 0.04% | −120−3.1% | Reduced |
| Ade, LLC | 3,805 | $382.7K | 0.26% | 00.0% | Unchanged |
| Keel Point, LLC | 3,832 | $385.4K | 0.04% | +607+18.8% | Added |
| Clearwater Capital Advisors, LLC | 3,859 | $388.1K | 0.04% | −557−12.6% | Reduced |
| Operose Advisors LLC | 3,925 | $394.8K | 0.13% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 3,949 | $397.2K | 0.01% | +3,949 | New |
| Bridgefront Capital, LLC | 3,988 | $401.1K | 0.30% | −2,908−42.2% | Reduced |
| Register Financial Advisors LLC | 3,991 | $401.4K | 0.21% | −448−10.1% | Reduced |
| Arkadios Wealth Advisors | 4,010 | $403.3K | 0.03% | −655−14.0% | Reduced |
| Kavar Capital Partners Group, LLC | 4,022 | $404.5K | 0.07% | −4,022−50.0% | Reduced |
| Venture Visionary Partners LLC | 4,040 | $406.3K | 0.02% | +10.0% | Added |
| Belpointe Asset Management LLC | 4,046 | $407.0K | 0.03% | +878+27.7% | Added |
| Total Clarity Wealth Management, Inc. | 4,060 | $408.4K | 0.14% | +4,060 | New |
| Concord Wealth Partners | 4,121 | $414.5K | 0.07% | +3,153+325.7% | Added |
| Premier Path Wealth Partners, LLC | 4,132 | $417.1K | 0.08% | −33−0.8% | Reduced |
| Petrus Trust Company, LTA | 4,148 | $417.2K | 0.04% | +4,148 | New |
| Stratos Wealth Partners, LTD. | 4,153 | $417.7K | 0.01% | +931+28.9% | Added |
| Watershed Private Wealth LLC | 4,157 | $418.1K | 0.19% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 4,162 | $418.6K | 0.00% | −1,460−26.0% | Reduced |
| Fort Sheridan Advisors LLC | 4,182 | $420.7K | 0.08% | +10.0% | Added |
| Ethic Inc. | 4,200 | $422.4K | 0.01% | +138+3.4% | Added |
| Hamilton Capital Partners Inc. | 4,200 | $422.4K | 0.05% | +2,100+100.0% | Added |
| Prelude Capital Management, LLC | 4,200 | $422.4K | 0.03% | +4,200 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 4,200 | $422.4K | 0.00% | +4,200 | New |
| Dai-Ichi Life Insurance Company, Ltd | 4,211 | $423.5K | 0.01% | −764−15.4% | Reduced |
| FreeGulliver LLC | 4,224 | $424.9K | 0.38% | +851+25.2% | Added |
| Kovack Advisors, Inc. | 4,251 | $427.5K | 0.05% | −53−1.2% | Reduced |
| MONECO Advisors, LLC | 4,280 | $430.5K | 0.07% | +91+2.2% | Added |
| Prospera Financial Services Inc | 4,310 | $433.5K | 0.01% | −506−10.5% | Reduced |
| Meeder Advisory Services, Inc. | 4,313 | $433.8K | 0.04% | +463+12.0% | Added |
| First Horizon Advisors, Inc. | 4,350 | $437.5K | 0.01% | −635−12.7% | Reduced |
| Leonteq Securities AG | 4,353 | $437.8K | 0.06% | −212−4.6% | Reduced |
| TFB Advisors LLC | 4,623 | $439.8K | 0.16% | +1,022+28.4% | Added |
| Evoke Wealth, LLC | 4,416 | $444.2K | 0.01% | +4,416 | New |
| Gateway Advisory, LLC | 4,450 | $447.6K | 0.08% | −50−1.1% | Reduced |
| Dana Investment Advisors, Inc. | 4,478 | $450.4K | 0.01% | −2,452−35.4% | Reduced |
| MGB Wealth Management, LLC | 4,500 | $452.6K | 0.18% | −600−11.8% | Reduced |
| Baldwin Investment Management, LLC | 4,500 | $452.6K | 0.06% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 4,500 | $452.6K | 0.10% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,508 | $453.4K | 0.02% | +4,508 | New |
| Calamos Wealth Management LLC | 4,528 | $455.4K | 0.03% | 00.0% | Unchanged |
| Keystone Investors Pte Ltd | 4,528 | $455.4K | 0.04% | +4,528 | New |
| RDA Financial Network | 4,531 | $455.8K | 0.16% | −83−1.8% | Reduced |
| Family Management Corp | 4,538 | $456.4K | 0.08% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 4,550 | $457.6K | 0.01% | +4,550 | New |
| Crestwood Advisors Group LLC | 4,564 | $459.0K | 0.01% | +1,858+68.7% | Added |
| Apollon Wealth Management, LLC | 4,640 | $466.6K | 0.01% | −1,507−24.5% | Reduced |
| Emprise Bank | 4,681 | $470.8K | 0.32% | +4,681 | New |
| Sherbrooke Park Advisers LLC | 4,696 | $472.3K | 0.09% | +4,696 | New |
| Aft, Forsyth & Sober, LLC | 4,700 | $472.7K | 0.17% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 4,631 | $473.4K | 0.25% | −598−11.4% | Reduced |
| Fusion Capital, LLC | 4,709 | $473.6K | 0.22% | +8+0.2% | Added |
| First City Capital Management, Inc. | 4,750 | $477.8K | 0.26% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,800 | $482.8K | 0.10% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 4,717 | $483.2K | 0.21% | +4,717 | New |
| TrinityPoint Wealth, LLC | 4,820 | $484.8K | 0.08% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 4,845 | $486.0K | 0.03% | −6−0.1% | Reduced |
| Eschler Asset Management LLP | 4,815 | $486.0K | 0.31% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 4,840 | $486.8K | 0.05% | 00.0% | Unchanged |
| BNP Paribas | 4,850 | $487.8K | 0.02% | +4,850 | New |
| Deerfield Management Company, L.P. (Series C) | 4,857 | $488.5K | 0.01% | −753−13.4% | Reduced |
| Islay Capital Management, LLC | 4,881 | $490.9K | 0.37% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4,939 | $496.8K | 0.10% | +4,117+500.9% | Added |
| Resources Investment Advisors, LLC. | 4,944 | $497.3K | 0.01% | +329+7.1% | Added |
| Rakuten Investment Management, Inc. | 4,978 | $500.7K | 0.00% | +4,566+1,108.3% | Added |
| MYDA Advisors LLC | 5,000 | $502.9K | 0.18% | +5,000 | New |
| Fountainhead AM, LLC | 5,044 | $507.3K | 0.12% | −1,191−19.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 5,058 | $508.7K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 5,068 | $509.8K | 0.01% | +233+4.8% | Added |
| Lido Advisors, LLC | 5,072 | $510.1K | 0.00% | −503−9.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,138 | $516.8K | 0.09% | −102−1.9% | Reduced |
| NFC Investments, LLC | 5,140 | $517.0K | 0.15% | +5,140 | New |
| Cary Street Partner Investment Advisory LLC | 5,191 | $522.1K | 0.02% | +1,057+25.6% | Added |
| Lake Street Advisors Group, LLC | 5,230 | $526.0K | 0.02% | −902−14.7% | Reduced |
| Ieq Capital, LLC | 5,252 | $528.3K | 0.01% | +551+11.7% | Added |
| Samalin Investment Counsel, LLC | 5,336 | $536.7K | 0.26% | −445−7.7% | Reduced |
| Penserra Capital Management LLC | 5,350 | $537.0K | 0.01% | +4,881+1,040.7% | Added |
| Bartlett & Co. Wealth Management LLC | 5,400 | $543.1K | 0.01% | −600−10.0% | Reduced |
| Simon Quick Advisors, LLC | 5,415 | $544.7K | 0.04% | +5,415 | New |
| Crossmark Global Holdings, Inc. | 5,425 | $545.0K | 0.01% | +1,146+26.8% | Added |
| AXA S.A. | 5,433 | $546.5K | 0.00% | −17−0.3% | Reduced |
| Arlington Financial Advisors, LLC | 5,465 | $549.7K | 0.12% | 00.0% | Unchanged |
| MJP Associates Inc | 5,466 | $549.8K | 0.12% | +5,466 | New |
| Simplex Trading, LLC | 5,548 | $558.0K | 0.02% | −1,628−22.7% | Reduced |
| Pearl River Capital, LLC | 5,616 | $564.9K | 0.09% | +5,616 | New |
| KCM Investment Advisors LLC | 5,633 | $566.6K | 0.02% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 5,646 | $567.9K | 0.09% | +814+16.8% | Added |
| Good Life Advisors, LLC | 5,672 | $570.5K | 0.05% | +8+0.1% | Added |
| Buckingham Strategic Partners | 5,695 | $572.8K | 0.02% | +5,695 | New |
| Carnegie Capital Asset Management, LLC | 5,759 | $579.2K | 0.02% | −209−3.5% | Reduced |
| Summit Trail Advisors, LLC | 5,881 | $591.5K | 0.02% | +1,472+33.4% | Added |
| CIC Wealth, LLC | 5,885 | $591.9K | 0.17% | +1,330+29.2% | Added |
| Guinness Asset Management LTD | 5,906 | $594.0K | 0.01% | −1,058−15.2% | Reduced |