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 |
|---|---|---|---|---|---|
| SYSTM Wealth Solutions LLC | 10,121 | $1.02M | 0.13% | +1,832+22.1% | Added |
| Clear Harbor Asset Management, LLC | 10,125 | $1.02M | 0.09% | −78−0.8% | Reduced |
| Red Door Wealth Management, LLC | 10,167 | $1.02M | 0.20% | −13−0.1% | Reduced |
| Beaumont Financial Advisors, LLC | 10,220 | $1.03M | 0.08% | 00.0% | Unchanged |
| Financial Management Network Inc | 10,495 | $1.03M | 0.26% | +922+9.6% | Added |
| Western Wealth Management, LLC | 10,340 | $1.04M | 0.08% | +368+3.7% | Added |
| Bokf, NA | 10,405 | $1.04M | 0.02% | +7,347+240.3% | Added |
| Wealthcare Advisory Partners LLC | 10,347 | $1.04M | 0.03% | −9−0.1% | Reduced |
| Andra AP-fonden | 10,400 | $1.05M | 0.02% | −49,000−82.5% | Reduced |
| Concurrent Investment Advisors, LLC | 10,457 | $1.05M | 0.04% | +6,221+146.9% | Added |
| Hunting Hill Global Capital, LLC | 10,471 | $1.05M | 0.62% | −6,750−39.2% | Reduced |
| Bradley Foster & Sargent Inc | 10,637 | $1.07M | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 10,746 | $1.08M | 0.01% | +171+1.6% | Added |
| Illinois Municipal Retirement Fund | 10,757 | $1.08M | 0.02% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 10,834 | $1.09M | 0.62% | −66−0.6% | Reduced |
| Boston Private Wealth LLC | 10,947 | $1.10M | 0.02% | −87−0.8% | Reduced |
| Chemistry Wealth Management LLC | 10,961 | $1.10M | 0.30% | +157+1.5% | Added |
| Davenport & Co LLC | 10,982 | $1.10M | 0.01% | +407+3.8% | Added |
| Advisor OS, LLC | 10,983 | $1.10M | 0.13% | +10,983 | New |
| Snowden Capital Advisors LLC | 11,028 | $1.11M | 0.03% | −1,561−12.4% | Reduced |
| New York Life Investment Management LLC | 11,090 | $1.12M | 0.01% | +290+2.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 11,119 | $1.12M | 0.07% | 00.0% | Unchanged |
| Lynx Capital Group Ltd | 11,187 | $1.13M | 0.76% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 11,246 | $1.13M | 0.05% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 11,571 | $1.14M | 0.20% | +2,280+24.5% | Added |
| Park Avenue Securities LLC | 11,426 | $1.15M | 0.01% | +11,426 | New |
| Level Four Advisory Services, LLC | 13,877 | $1.15M | 0.06% | 00.0% | Unchanged |
| Northeast Investment Management | 11,800 | $1.19M | 0.06% | +3,400+40.5% | Added |
| Harbor Capital Advisors, Inc. | 11,808 | $1.19M | 0.16% | −1,270−9.7% | Reduced |
| Spire Wealth Management | 11,875 | $1.19M | 0.03% | +609+5.4% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 11,961 | $1.20M | 0.31% | +11,961 | New |
| Element Pointe Advisors, LLC | 12,002 | $1.21M | 0.31% | 00.0% | Unchanged |
| Dakota Wealth Management | 12,085 | $1.22M | 0.03% | +6,708+124.8% | Added |
| National Asset Management, Inc. | 19,786 | $1.22M | 0.03% | +186+0.9% | Added |
| NewEdge Wealth, LLC | 12,556 | $1.22M | 0.03% | +5,696+83.0% | Added |
| U S Global Investors Inc | 12,150 | $1.22M | 0.10% | −2,400−16.5% | Reduced |
| Zimmermann Investment Management & Planning LLC | 12,214 | $1.23M | 0.44% | +886+7.8% | Added |
| Fort Pitt Capital Group, LLC | 12,337 | $1.24M | 0.04% | +21+0.2% | Added |
| Commerce Bank | 12,446 | $1.25M | 0.01% | −1,050−7.8% | Reduced |
| Advisory Services Network, LLC | 12,579 | $1.27M | 0.03% | +6,080+93.6% | Added |
| Keybank National Association | 12,580 | $1.27M | 0.01% | −566−4.3% | Reduced |
| Wetherby Asset Management Inc | 12,709 | $1.28M | 0.06% | +43+0.3% | Added |
| CWA Asset Management Group, LLC | 12,741 | $1.28M | 0.08% | +431+3.5% | Added |
| IHT Wealth Management, LLC | 12,786 | $1.29M | 0.05% | −2,855−18.3% | Reduced |
| PGGM Investments | 12,892 | $1.30M | 0.02% | +12,892 | New |
| Point72 (DIFC) Ltd | 12,993 | $1.31M | 0.10% | +12,993 | New |
| Toroso Investments, LLC | 13,030 | $1.31M | 0.02% | −4,284−24.7% | Reduced |
| Lazard Asset Management LLC | 13,107 | $1.32M | 0.00% | +7,107+118.5% | Added |
| FIL Ltd | 13,214 | $1.33M | 0.00% | −152,841−92.0% | Reduced |
| Gilbert & Cook, Inc. | 13,228 | $1.33M | 0.18% | −1,302−9.0% | Reduced |
| Independent Advisor Alliance | 13,275 | $1.34M | 0.05% | +20.0% | Added |
| Professional Financial Advisors, LLC | 13,345 | $1.34M | 0.38% | +13,345 | New |
| River & Mercantile Asset Management LLP | 13,426 | $1.35M | 0.34% | −1,433−9.6% | Reduced |
| Guardian Investment Management | 13,500 | $1.36M | 1.12% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 13,568 | $1.36M | 0.06% | +201+1.5% | Added |
| XTX Topco Ltd | 13,660 | $1.37M | 0.19% | +9,951+268.3% | Added |
| Degroof Petercam Asset Management | 13,700 | $1.38M | 0.02% | +200+1.5% | Added |
| Duncan Williams Asset Management, LLC | 13,701 | $1.38M | 1.24% | +13,701 | New |
| Choate Investment Advisors | 13,723 | $1.38M | 0.04% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 13,735 | $1.38M | 0.02% | +6,476+89.2% | Added |
| Van Eck Associates Corp | 13,766 | $1.39M | 0.00% | −1,311−8.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 13,782 | $1.39M | 0.08% | +906+7.0% | Added |
| First National Bank Sioux Falls | 13,888 | $1.40M | 0.76% | −139−1.0% | Reduced |
| Metis Global Partners, LLC | 13,986 | $1.41M | 0.05% | +2,695+23.9% | Added |
| Private Advisor Group, LLC | 14,228 | $1.43M | 0.01% | +399+2.9% | Added |
| Highland Capital Management, LLC | 14,245 | $1.43M | 0.08% | +14,245 | New |
| Walter & Keenan Financial Consulting Co | 14,326 | $1.44M | 0.47% | −300−2.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 14,380 | $1.45M | 0.00% | +9,982+227.0% | Added |
| Capital Group Investment Management Pte. Ltd. | 14,396 | $1.45M | 0.26% | −63,118−81.4% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 14,827 | $1.49M | 0.31% | 00.0% | Unchanged |
| Lincoln National Corp | 14,910 | $1.50M | 0.02% | +4,385+41.7% | Added |
| Acadian Asset Management LLC | 14,967 | $1.50M | 0.01% | −33,380−69.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 15,076 | $1.52M | 0.02% | +3,502+30.3% | Added |
| Essex Financial Services, Inc. | 15,581 | $1.57M | 0.14% | +909+6.2% | Added |
| Lansing Street Advisors | 15,614 | $1.57M | 0.71% | +54+0.3% | Added |
| Tokio Marine Asset Management Co Ltd | 15,910 | $1.60M | 0.08% | +338+2.2% | Added |
| Atlas Capital Advisors LLC | 15,952 | $1.60M | 0.25% | +2,526+18.8% | Added |
| J.W. Cole Advisors, Inc. | 16,090 | $1.62M | 0.08% | +623+4.0% | Added |
| CIBC World Markets Inc. | 16,269 | $1.64M | 0.00% | +3,124+23.8% | Added |
| Okabena Investment Services Inc | 16,323 | $1.64M | 0.55% | −1,927−10.6% | Reduced |
| Dantai Capital Ltd | 16,535 | $1.66M | 1.92% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 16,655 | $1.68M | 0.24% | +16,655 | New |
| Nomura Holdings Inc | 16,727 | $1.68M | 0.01% | +16,727 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 16,892 | $1.70M | 0.03% | −59,556−77.9% | Reduced |
| Raymond James Trust N.A. | 17,029 | $1.71M | 0.04% | −477−2.7% | Reduced |
| Landscape Capital Management, L.L.C. | 17,075 | $1.72M | 0.15% | +17,075 | New |
| LB Partners LLC | 17,100 | $1.72M | 1.77% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 17,148 | $1.72M | 0.35% | +3,985+30.3% | Added |
| Tower Research Capital LLC (TRC) | 17,169 | $1.73M | 0.04% | −11,882−40.9% | Reduced |
| Franklin Street Advisors Inc | 17,375 | $1.75M | 0.13% | 00.0% | Unchanged |
| Next Capital Management LLC | 17,657 | $1.78M | 0.72% | +174+1.0% | Added |
| Kovitz Investment Group Partners, LLC | 17,741 | $1.78M | 0.02% | −3,071−14.8% | Reduced |
| QRG Capital Management, Inc. | 17,897 | $1.80M | 0.02% | +12,504+231.9% | Added |
| Ar Asset Management Inc | 18,000 | $1.81M | 0.44% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 18,500 | $1.86M | 1.57% | −1,012−5.2% | Reduced |
| Wedbush Securities Inc | 18,563 | $1.87M | 0.07% | +1,134+6.5% | Added |
| Mirabella Financial Services LLP | 18,571 | $1.87M | 0.14% | +11,030+146.3% | Added |
| Pier 88 Investment Partners LLC | 18,600 | $1.87M | 0.46% | +18,600 | New |
| Seven Post Investment Office LP | 18,700 | $1.88M | 0.46% | 00.0% | Unchanged |
| Weiss Asset Management LP | 18,876 | $1.90M | 0.09% | +18,876 | New |