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 |
|---|---|---|---|---|---|
| Wealthfront Advisers LLC | 18,927 | $1.90M | 0.01% | +7,150+60.7% | Added |
| AQR Capital Management LLC | 19,091 | $1.92M | 0.00% | +11,547+153.1% | Added |
| Riverpark Capital Management LLC | 19,179 | $1.93M | 2.65% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 22,921 | $1.94M | 0.54% | −14,601−38.9% | Reduced |
| Zacks Investment Management | 19,327 | $1.94M | 0.02% | +19,327 | New |
| Edmond de Rothschild Holding S.A. | 19,382 | $1.95M | 0.03% | −1,490−7.1% | Reduced |
| Bayesian Capital Management, LP | 19,426 | $1.95M | 0.19% | −6,724−25.7% | Reduced |
| Pinnacle Associates Ltd | 19,588 | $1.97M | 0.03% | +162+0.8% | Added |
| MetLife Investment Management | 19,695 | $1.98M | 0.01% | +54+0.3% | Added |
| Moody National Bank Trust Division | 19,845 | $2.00M | 0.16% | +287+1.5% | Added |
| Pacific Capital Partners Ltd | 20,000 | $2.01M | 1.32% | −5,000−20.0% | Reduced |
| Advisors Asset Management, Inc. | 20,055 | $2.02M | 0.04% | +10,060+100.7% | Added |
| Avalon Trust Co | 20,284 | $2.04M | 0.17% | +20,000+7,042.3% | Added |
| Mission Wealth Management, LP | 20,319 | $2.04M | 0.05% | +163+0.8% | Added |
| Sendero Wealth Management, LLC | 20,332 | $2.04M | 0.35% | −34,108−62.7% | Reduced |
| RiverPark Advisors, LLC | 20,613 | $2.07M | 1.70% | −3,659−15.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 20,624 | $2.07M | 0.03% | +11,823+134.3% | Added |
| Laurion Capital Management LP | 20,686 | $2.08M | 0.06% | +10,686+106.9% | Added |
| Oxford Financial Group Ltd | 20,751 | $2.09M | 0.14% | +172+0.8% | Added |
| WBI Investments | 20,958 | $2.11M | 0.44% | +20,958 | New |
| Entropy Technologies, LP | 21,023 | $2.11M | 0.23% | +21,023 | New |
| Quadrature Capital Ltd | 21,090 | $2.12M | 0.04% | −26,366−55.6% | Reduced |
| Clearstead Advisors, LLC | 21,184 | $2.12M | 0.11% | −189−0.9% | Reduced |
| United Asset Strategies, Inc. | 21,139 | $2.13M | 0.21% | −935−4.2% | Reduced |
| Integrated Advisors Network LLC | 21,238 | $2.14M | 0.11% | −565−2.6% | Reduced |
| Vinva Investment Management Ltd | 21,677 | $2.18M | 0.13% | +3,589+19.8% | Added |
| Tredje AP-fonden | 21,687 | $2.18M | 0.02% | +621+2.9% | Added |
| Warren Averett Asset Management, LLC | 21,752 | $2.19M | 0.05% | −124−0.6% | Reduced |
| Bray Capital Advisors | 21,920 | $2.20M | 0.56% | 00.0% | Unchanged |
| Sierra Capital LLC | 22,020 | $2.21M | 0.29% | −33,828−60.6% | Reduced |
| Southeast Asset Advisors Inc. | 22,357 | $2.25M | 0.27% | +5,190+30.2% | Added |
| HBK Sorce Advisory LLC | 22,466 | $2.26M | 0.08% | −5,412−19.4% | Reduced |
| Two Sigma Securities, LLC | 22,633 | $2.28M | 0.11% | +22,633 | New |
| Siemens Fonds Invest GmbH | 22,751 | $2.29M | 0.18% | 00.0% | Unchanged |
| Blair William & Co | 22,916 | $2.30M | 0.01% | −3,726−14.0% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 44,909 | $2.33M | 0.15% | +26,080+138.5% | Added |
| Mercer Global Advisors Inc | 23,238 | $2.34M | 0.01% | +5,563+31.5% | Added |
| Procyon Private Wealth Partners, LLC | 23,489 | $2.36M | 0.18% | −1,228−5.0% | Reduced |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 23,500 | $2.36M | 0.19% | 00.0% | Unchanged |
| CIBC World Markets Corp | 23,552 | $2.37M | 0.02% | +7,534+47.0% | Added |
| Checchi Capital Advisers, LLC | 23,970 | $2.41M | 0.19% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 24,010 | $2.41M | 0.03% | −11,681−32.7% | Reduced |
| Thrivent Financial for Lutherans | 24,208 | $2.44M | 0.00% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 24,410 | $2.46M | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia | 24,479 | $2.46M | 0.00% | −138,907−85.0% | Reduced |
| Caption Management, LLC | 24,500 | $2.46M | 0.27% | +24,500 | New |
| Fifth Third Bancorp | 24,631 | $2.48M | 0.01% | +22,904+1,326.2% | Added |
| Connable Office Inc | 24,786 | $2.49M | 0.28% | −6,728−21.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 25,000 | $2.51M | 0.01% | +25,000 | New |
| Fortitude Family Office, LLC | 25,054 | $2.52M | 1.69% | 00.0% | Unchanged |
| Principal Securities, Inc. | 25,134 | $2.53M | 0.08% | +1,562+6.6% | Added |
| InterOcean Capital Group, LLC | 25,138 | $2.53M | 0.06% | −120.0% | Reduced |
| Baird Financial Group, Inc. | 25,543 | $2.57M | 0.01% | +8,926+53.7% | Added |
| Envestnet Portfolio Solutions, Inc. | 25,553 | $2.57M | 0.01% | +17,864+232.3% | Added |
| CIBC Asset Management Inc | 25,808 | $2.60M | 0.01% | +4,494+21.1% | Added |
| McKinley Capital Management LLC /Delaware | 26,083 | $2.62M | 0.32% | +179+0.7% | Added |
| Wesbanco Bank Inc | 26,197 | $2.63M | 0.10% | +74+0.3% | Added |
| Gotham Asset Management, LLC | 26,271 | $2.64M | 0.04% | −92−0.3% | Reduced |
| Jump Financial, LLC | 26,501 | $2.67M | 0.07% | −1,380−4.9% | Reduced |
| Vestcor Inc | 26,562 | $2.67M | 0.09% | +13,536+103.9% | Added |
| Rathbone Brothers plc | 27,015 | $2.72M | 0.02% | −315−1.2% | Reduced |
| Barr E S & Co | 27,125 | $2.73M | 0.18% | −1,950−6.7% | Reduced |
| Retireful, LLC | 27,863 | $2.80M | 1.17% | −376−1.3% | Reduced |
| CIBC Private Wealth Group, LLC | 28,248 | $2.82M | 0.01% | −16,235−36.5% | Reduced |
| Simplicity Wealth,LLC | 28,214 | $2.84M | 0.07% | +28,214 | New |
| Bleakley Financial Group, LLC | 28,220 | $2.84M | 0.08% | −7,917−21.9% | Reduced |
| TD Waterhouse Canada Inc. | 28,540 | $2.85M | 0.02% | +83+0.3% | Added |
| Intech Investment Management LLC | 28,988 | $2.92M | 0.04% | −950−3.2% | Reduced |
| Engineers Gate Manager LP | 29,118 | $2.93M | 0.08% | +29,118 | New |
| Maltese Capital Management LLC | 29,600 | $2.98M | 0.57% | −2,200−6.9% | Reduced |
| Chicago Partners Investment Group LLC | 30,642 | $3.00M | 0.13% | −218−0.7% | Reduced |
| Regions Financial Corp | 30,177 | $3.04M | 0.02% | +4,119+15.8% | Added |
| DRW Securities, LLC | 30,400 | $3.06M | 0.17% | +14,191+87.6% | Added |
| Steward Partners Investment Advisory, LLC | 30,679 | $3.09M | 0.03% | +2,385+8.4% | Added |
| Boothbay Fund Management, LLC | 30,730 | $3.09M | 0.09% | +30,730 | New |
| Proficio Capital Partners LLC | 31,036 | $3.12M | 0.34% | +457+1.5% | Added |
| M&T Bank Corp | 31,097 | $3.13M | 0.01% | +5,525+21.6% | Added |
| Ingalls & Snyder LLC | 31,576 | $3.18M | 0.14% | −559−1.7% | Reduced |
| Richard Bernstein Advisors LLC | 31,626 | $3.18M | 0.07% | +31,626 | New |
| Sit Investment Associates Inc | 31,650 | $3.18M | 0.07% | +4,575+16.9% | Added |
| Larson Financial Group LLC | 31,769 | $3.20M | 0.25% | −506−1.6% | Reduced |
| Royce & Associates LP | 32,195 | $3.24M | 0.03% | −1,451−4.3% | Reduced |
| Caas Capital Management LP | 32,430 | $3.26M | 1.39% | +32,430 | New |
| Accuvest Global Advisors | 32,484 | $3.27M | 1.43% | −3,100−8.7% | Reduced |
| Point72 Hong Kong Ltd | 32,532 | $3.27M | 0.17% | +32,532 | New |
| Capital Analysts, LLC | 32,831 | $3.30M | 0.15% | +468+1.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 32,834 | $3.30M | 0.04% | +1,886+6.1% | Added |
| Glenmede Trust Co NA | 33,149 | $3.33M | 0.02% | +17,033+105.7% | Added |
| Pathstone Holdings, LLC | 33,558 | $3.38M | 0.02% | +14,107+72.5% | Added |
| TD Private Client Wealth LLC | 33,622 | $3.38M | 0.11% | +33,130+6,733.7% | Added |
| Cresset Asset Management, LLC | 33,631 | $3.38M | 0.02% | −2,141−6.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 33,953 | $3.41M | 0.39% | −233−0.7% | Reduced |
| Sabal Trust CO | 34,780 | $3.50M | 0.20% | −51−0.1% | Reduced |
| Avitas Wealth Management LLC | 34,869 | $3.51M | 0.53% | −408−1.2% | Reduced |
| Guardian Wealth Management, Inc. | 34,905 | $3.51M | 2.70% | −944−2.6% | Reduced |
| Concentric Capital Strategies, LP | 35,186 | $3.54M | 0.23% | +35,186 | New |
| Comerica Bank | 35,249 | $3.55M | 0.02% | +5,271+17.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 41,814 | $3.60M | 0.01% | +12,504+42.7% | Added |
| Walleye Capital LLC | 36,079 | $3.63M | 0.04% | −8,872−19.7% | Reduced |
| Bessemer Group Inc | 36,455 | $3.67M | 0.01% | +18,848+107.0% | Added |