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 |
|---|---|---|---|---|---|
| Veriti Management LLC | 6,022 | $605.7K | 0.05% | −2,489−29.2% | Reduced |
| Numerai GP LLC | 6,051 | $608.6K | 0.26% | +2,892+91.5% | Added |
| Spirepoint Private Client, LLC | 6,132 | $616.8K | 0.09% | +6,132 | New |
| Guggenheim Capital LLC | 6,170 | $620.6K | 0.00% | +1,646+36.4% | Added |
| Stratos Wealth Advisors, LLC | 6,224 | $626.0K | 0.04% | −1,334−17.7% | Reduced |
| Welch & Forbes LLC | 6,275 | $631.1K | 0.01% | −275−4.2% | Reduced |
| Redwood Investment Management, LLC | 6,333 | $637.0K | 0.06% | −1,279−16.8% | Reduced |
| GWM Advisors LLC | 6,345 | $638.2K | 0.01% | +1,978+45.3% | Added |
| Sigma Planning Corp | 6,350 | $638.8K | 0.02% | +6,350 | New |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,416 | $645.4K | 0.18% | −3,499−35.3% | Reduced |
| First Bank & Trust | 6,432 | $646.9K | 0.13% | +774+13.7% | Added |
| Visionary Wealth Advisors | 6,435 | $647.2K | 0.04% | −281−4.2% | Reduced |
| Merit Financial Group, LLC | 6,842 | $650.1K | 0.02% | +1,266+22.7% | Added |
| Quantinno Capital Management LP | 6,496 | $653.0K | 0.01% | +963+17.4% | Added |
| Signaturefd, LLC | 6,495 | $653.3K | 0.01% | +459+7.6% | Added |
| Principle Wealth Partners LLC | 6,500 | $653.8K | 0.05% | 00.0% | Unchanged |
| Diligent Investors, LLC | 6,594 | $663.2K | 0.17% | 00.0% | Unchanged |
| Old National Bancorp | 6,634 | $667.2K | 0.02% | +595+9.9% | Added |
| Principal Street Partners, LLC | 6,667 | $671.1K | 0.13% | −1,289−16.2% | Reduced |
| Capital CS Group, LLC | 6,689 | $672.8K | 0.67% | +6,689 | New |
| HB Wealth Management, LLC | 6,805 | $684.5K | 0.01% | +161+2.4% | Added |
| Vontobel Holding Ltd. | 6,819 | $685.9K | 0.01% | −1,773−20.6% | Reduced |
| American International Group, Inc. | 6,847 | $688.7K | 0.00% | −32−0.5% | Reduced |
| Gsa Capital Partners LLP | 6,881 | $692.0K | 0.05% | +6,881 | New |
| Cigna Investments Inc | 6,891 | $693.0K | 0.13% | −115−1.6% | Reduced |
| Steward Partners Investment Solutions, LLC | 6,948 | $698.8K | 0.12% | +6,948 | New |
| Moloney Securities Asset Management, LLC | 6,950 | $699.0K | 0.11% | −199−2.8% | Reduced |
| Marks Group Wealth Management, Inc | 6,972 | $701.2K | 0.07% | −508−6.8% | Reduced |
| Mosaic Financial Group, LLC | 7,000 | $704.0K | 0.56% | +7,000 | New |
| Linscomb & Williams, Inc. | 7,000 | $704.1K | 0.04% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 7,090 | $713.1K | 0.04% | +5+0.1% | Added |
| Fidelis Capital Partners, LLC | 7,090 | $713.1K | 0.11% | +1,543+27.8% | Added |
| Integrated Investment Consultants, LLC | 7,311 | $735.3K | 0.20% | +680+10.3% | Added |
| RFG Advisory, LLC | 7,326 | $736.8K | 0.03% | +4,822+192.6% | Added |
| Dynamic Advisor Solutions LLC | 7,379 | $742.1K | 0.03% | +3,647+97.7% | Added |
| Firethorn Wealth Partners, LLC | 7,389 | $743.1K | 0.44% | −335−4.3% | Reduced |
| Harvest Fund Management Co., Ltd | 7,416 | $746.0K | 0.07% | +5,100+220.2% | Added |
| Vident Advisory, LLC | 7,524 | $756.8K | 0.02% | +900+13.6% | Added |
| GAMMA Investing LLC | 7,593 | $763.7K | 0.16% | +290+4.0% | Added |
| Centaurus Financial, Inc. | 7,617 | $766.0K | 0.05% | +6,184+431.5% | Added |
| Transcend Wealth Collective, LLC | 7,644 | $768.9K | 0.06% | +1,857+32.1% | Added |
| Parallel Advisors, LLC | 7,663 | $770.7K | 0.02% | +172+2.3% | Added |
| ProVise Management Group, LLC | 7,690 | $773.5K | 0.07% | −4,789−38.4% | Reduced |
| Friedenthal Financial | 7,710 | $775.5K | 0.48% | +7,710 | New |
| Headlands Technologies LLC | 7,728 | $777.3K | 0.19% | −4,343−36.0% | Reduced |
| Institute for Wealth Management, LLC. | 7,763 | $780.8K | 0.10% | +2,679+52.7% | Added |
| CWM, LLC | 7,784 | $783.0K | 0.00% | +570+7.9% | Added |
| Farther Finance Advisors, LLC | 7,907 | $790.7K | 0.05% | +1,235+18.5% | Added |
| Diversified Trust Co | 7,875 | $792.1K | 0.02% | −35−0.4% | Reduced |
| Sage Rhino Capital LLC | 7,915 | $796.1K | 0.19% | +8+0.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 7,920 | $796.6K | 0.06% | +7,920 | New |
| Hanseatic Management Services Inc | 8,061 | $810.8K | 1.23% | +234+3.0% | Added |
| Corsair Capital Management, L.P. | 8,076 | $812.3K | 0.23% | −109−1.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 8,080 | $812.7K | 0.03% | +1,570+24.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 8,110 | $815.7K | 0.20% | −122−1.5% | Reduced |
| Synovus Financial Corp | 8,119 | $817.1K | 0.01% | −40.0% | Reduced |
| Advisor Resource Council | 9,953 | $824.6K | 0.35% | +9,953 | New |
| Paradigm Asset Management Co LLC | 8,204 | $825.2K | 0.21% | −2,250−21.5% | Reduced |
| Forum Financial Management, LP | 8,450 | $849.9K | 0.01% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 8,454 | $850.3K | 0.11% | +5,040+147.6% | Added |
| Prudential PLC | 8,508 | $855.7K | 0.01% | −11,922−58.4% | Reduced |
| Smith Shellnut Wilson LLC | 8,508 | $855.7K | 0.45% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 8,558 | $860.8K | 0.09% | −300−3.4% | Reduced |
| Centiva Capital, LP | 8,558 | $860.8K | 0.05% | +8,558 | New |
| Douglas Lane & Associates, LLC | 8,590 | $864.0K | 0.01% | −2,813−24.7% | Reduced |
| Virtu Financial LLC | 8,598 | $865.0K | 0.07% | −37,923−81.5% | Reduced |
| Gridiron Partners, LLC | 8,617 | $866.7K | 0.55% | 00.0% | Unchanged |
| E&G Advisors, LP | 8,626 | $867.6K | 0.27% | −100−1.1% | Reduced |
| Epoch Investment Partners, Inc. | 8,646 | $869.6K | 0.00% | −1,127−11.5% | Reduced |
| Sciencast Management LP | 8,648 | $869.8K | 0.53% | −10,147−54.0% | Reduced |
| Yousif Capital Management, LLC | 8,679 | $872.9K | 0.01% | +755+9.5% | Added |
| Walleye Trading LLC | 8,697 | $874.7K | 0.01% | +8,697 | New |
| Fiduciary Group LLC | 8,700 | $875.0K | 0.10% | 00.0% | Unchanged |
| Qtron Investments LLC | 8,706 | $875.6K | 0.12% | −1,421−14.0% | Reduced |
| Equitable Holdings, Inc. | 8,794 | $884.5K | 0.01% | −863−8.9% | Reduced |
| Segment Wealth Management, LLC | 8,850 | $890.1K | 0.07% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 8,857 | $890.9K | 0.01% | −331−3.6% | Reduced |
| Aries Wealth Management | 8,960 | $901.2K | 0.29% | −100−1.1% | Reduced |
| Beacon Pointe Advisors, LLC | 8,986 | $903.8K | 0.01% | −1,169−11.5% | Reduced |
| Virtus ETF Advisers LLC | 9,020 | $907.2K | 0.48% | +9,020 | New |
| Mutual Advisors, LLC | 9,055 | $910.8K | 0.03% | +65+0.7% | Added |
| La Banque Postale Asset Management SA | 9,228 | $928.2K | 0.04% | +2,565+38.5% | Added |
| Machina Capital S.A.S. | 9,258 | $931.2K | 0.49% | −210−2.2% | Reduced |
| Kraematon Investment Advisors, Inc | 9,261 | $931.5K | 0.94% | −1,498−13.9% | Reduced |
| Investment Management Corp of Ontario | 9,284 | $933.8K | 0.03% | −4,100−30.6% | Reduced |
| Agf Management Ltd | 9,418 | $947.3K | 0.01% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 9,614 | $967.0K | 0.14% | −2,154−18.3% | Reduced |
| Moors & Cabot, Inc. | 9,660 | $971.6K | 0.05% | +181+1.9% | Added |
| Inceptionr LLC | 9,678 | $973.4K | 0.25% | +9,678 | New |
| Kestra Private Wealth Services, LLC | 9,690 | $974.6K | 0.02% | −2,905−23.1% | Reduced |
| Yorktown Management & Research Co Inc | 9,700 | $975.6K | 0.93% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 9,700 | $975.6K | 0.01% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 9,737 | $979.3K | 0.01% | −1,325−12.0% | Reduced |
| RW Investment Management LLC | 9,789 | $984.6K | 0.14% | +65+0.7% | Added |
| Stamos Capital Partners, L.P. | 9,800 | $985.7K | 0.22% | +3,880+65.5% | Added |
| Aigen Investment Management, LP | 9,845 | $990.2K | 0.22% | −17,491−64.0% | Reduced |
| Quantbot Technologies LP | 9,870 | $992.7K | 0.06% | −21,741−68.8% | Reduced |
| Zhang Financial LLC | 9,904 | $996.1K | 0.07% | −761−7.1% | Reduced |
| Verdad Advisers, LP | 9,950 | $1.00M | 1.09% | +9,950 | New |
| ASB Consultores, LLC | 9,984 | $1.00M | 0.26% | +9,984 | New |