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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 36,702 | $3.69M | 0.05% | +7,050+23.8% | Added |
| Close Asset Management Ltd | 36,720 | $3.69M | 0.13% | +491+1.4% | Added |
| Employees Retirement System of Texas | 37,188 | $3.74M | 0.04% | +37,188 | New |
| US Bancorp | 38,435 | $3.87M | 0.01% | +4,204+12.3% | Added |
| KBC Group NV | 38,732 | $3.90M | 0.01% | −17,727−31.4% | Reduced |
| Amalgamated Bank | 38,947 | $3.92M | 0.03% | −21,708−35.8% | Reduced |
| Mackenzie Financial Corp | 39,264 | $3.95M | 0.01% | +7,633+24.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 39,535 | $3.98M | 0.01% | −38,520−49.3% | Reduced |
| Curbstone Financial Management Corp | 39,548 | $3.98M | 0.86% | −3,000−7.1% | Reduced |
| Rothschild Investment LLC | 39,633 | $3.99M | 0.29% | −1,400−3.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 40,363 | $4.06M | 0.09% | +2,242+5.9% | Added |
| IFP Advisors, Inc | 41,418 | $4.17M | 0.18% | +343+0.8% | Added |
| Allianz Asset Management GmbH | 41,726 | $4.20M | 0.01% | +2,064+5.2% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 41,863 | $4.21M | 1.10% | 00.0% | Unchanged |
| Marvin & Palmer Associates Inc | 41,920 | $4.22M | 4.18% | −660−1.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 41,949 | $4.22M | 0.00% | −463−1.1% | Reduced |
| Teton Advisors, Inc. | 42,500 | $4.27M | 1.51% | −7,500−15.0% | Reduced |
| Nordea Investment Management AB | 42,581 | $4.31M | 0.01% | +3,534+9.1% | Added |
| Gabelli & Co Investment Advisers, Inc. | 43,200 | $4.35M | 0.76% | −12,300−22.2% | Reduced |
| Cacti Asset Management LLC | 41,630 | $4.43M | 0.36% | −6,500−13.5% | Reduced |
| O'Rourke & Company, Inc | 44,647 | $4.49M | 2.61% | +1,066+2.4% | Added |
| Staley Capital Advisers Inc | 45,000 | $4.53M | 0.21% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 45,394 | $4.57M | 0.10% | +327+0.7% | Added |
| Alps Advisors Inc | 45,630 | $4.59M | 0.03% | −1,120−2.4% | Reduced |
| Jessup Wealth Management, Inc | 45,863 | $4.61M | 1.98% | −3,892−7.8% | Reduced |
| Rational Advisors LLC | 46,300 | $4.66M | 0.43% | +11,300+32.3% | Added |
| Samjo Management, LLC | 46,375 | $4.66M | 1.64% | −1,700−3.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 46,893 | $4.72M | 0.06% | −77−0.2% | Reduced |
| CI Private Wealth, LLC | 47,497 | $4.78M | 0.01% | −67,055−58.5% | Reduced |
| Maryland State Retirement & Pension System | 51,629 | $4.86M | 0.10% | 00.0% | Unchanged |
| Swedbank AB | 49,008 | $4.93M | 0.01% | +3,572+7.9% | Added |
| Waterfront Wealth Inc. | 51,990 | $4.94M | 1.38% | −200−0.4% | Reduced |
| Bain Capital Public Equity, LP | 49,725 | $5.00M | 4.12% | −3,462−6.5% | Reduced |
| Waratah Capital Advisors Ltd. | 49,742 | $5.00M | 0.26% | +49,742 | New |
| Gulf International Bank (UK) Ltd | 49,761 | $5.00M | 0.13% | +366+0.7% | Added |
| Adage Capital Partners GP, L.L.C. | 50,000 | $5.03M | 0.01% | +50,000 | New |
| Strategic Blueprint, LLC | 50,174 | $5.05M | 0.36% | −13,232−20.9% | Reduced |
| Two Sigma Investments, LP | 50,900 | $5.12M | 0.01% | +29,100+133.5% | Added |
| Daiwa Securities Group Inc. | 50,952 | $5.13M | 0.03% | −19,673−27.9% | Reduced |
| Schroder Investment Management Group | 52,479 | $5.28M | 0.01% | −3,362−6.0% | Reduced |
| Elo Mutual Pension Insurance Co | 52,562 | $5.29M | 0.12% | +2,362+4.7% | Added |
| Beach Investment Counsel Inc | 63,900 | $5.29M | 0.65% | 00.0% | Unchanged |
| Creative Planning | 52,658 | $5.30M | 0.01% | +11,347+27.5% | Added |
| PenderFund Capital Management Ltd. | 39,320 | $5.36M | 1.47% | −17,700−31.0% | Reduced |
| SG Americas Securities, LLC | 54,052 | $5.44M | 0.03% | +21,113+64.1% | Added |
| Soltis Investment Advisors LLC | 54,358 | $5.47M | 0.61% | +54,358 | New |
| ArrowMark Colorado Holdings LLC | 54,400 | $5.47M | 0.06% | 00.0% | Unchanged |
| Grand Jean Capital Management Inc | 54,654 | $5.50M | 1.45% | +128+0.2% | Added |
| Toronto Dominion Bank | 55,284 | $5.56M | 0.01% | −19,881−26.4% | Reduced |
| MML Investors Services, LLC | 56,472 | $5.68M | 0.02% | +41,344+273.3% | Added |
| D.A. Davidson & Co. | 56,474 | $5.68M | 0.05% | −3,211−5.4% | Reduced |
| Nisa Investment Advisors, LLC | 56,790 | $5.71M | 0.04% | +51,755+1,027.9% | Added |
| Metavasi Capital LP | 57,053 | $5.74M | 3.55% | +57,053 | New |
| Coastal Bridge Advisors, LLC | 57,458 | $5.78M | 1.33% | −228−0.4% | Reduced |
| FORA Capital, LLC | 57,563 | $5.79M | 0.48% | +57,563 | New |
| Iridian Asset Management LLC | 57,683 | $5.80M | 1.14% | −15,918−21.6% | Reduced |
| Janus Henderson Group PLC | 59,376 | $5.97M | 0.00% | −2,889−4.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 59,416 | $5.98M | 0.01% | +55,759+1,524.7% | Added |
| Teza Capital Management LLC | 59,637 | $6.00M | 0.80% | +30,204+102.6% | Added |
| Brinker Capital Investments, LLC | 60,327 | $6.07M | 0.06% | −17,799−22.8% | Reduced |
| Orion Portfolio Solutions, LLC | 60,327 | $6.07M | 0.06% | −17,799−22.8% | Reduced |
| Empowered Funds, LLC | 60,517 | $6.09M | 0.11% | +52,904+694.9% | Added |
| Unisphere Establishment | 62,000 | $6.24M | 0.06% | −63,000−50.4% | Reduced |
| Beck Mack & Oliver LLC | 62,166 | $6.25M | 0.13% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 62,430 | $6.28M | 0.04% | +3,996+6.8% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 63,331 | $6.37M | 1.33% | −62,999−49.9% | Reduced |
| Heron Bay Capital Management | 63,425 | $6.38M | 1.35% | +632+1.0% | Added |
| Verition Fund Management LLC | 64,277 | $6.46M | 0.06% | +61,531+2,240.8% | Added |
| HighTower Advisors, LLC | 65,185 | $6.56M | 0.01% | −90,063−58.0% | Reduced |
| Assenagon Asset Management S.A. | 65,498 | $6.59M | 0.02% | +54,345+487.3% | Added |
| Perfromance Wealth Partners, LLC | 66,326 | $6.67M | 0.28% | +66,326 | New |
| Old Well Partners, LLC | 66,623 | $6.70M | 5.97% | −13,000−16.3% | Reduced |
| Nissay Asset Management Corp | 67,279 | $6.77M | 0.05% | +922+1.4% | Added |
| British Columbia Investment Management Corp | 68,898 | $6.93M | 0.05% | +2,711+4.1% | Added |
| Xponance, Inc. | 69,604 | $7.00M | 0.07% | +28,781+70.5% | Added |
| Sterling Investment Advisors, Ltd. | 70,028 | $7.04M | 1.98% | −5,267−7.0% | Reduced |
| Partners Capital Investment Group, LLP | 70,336 | $7.07M | 0.19% | −75,336−51.7% | Reduced |
| Osborne Partners Capital Management, LLC | 70,458 | $7.09M | 0.44% | +38+0.1% | Added |
| Absolute Gestao de Investimentos Ltda. | 74,274 | $7.47M | 2.30% | +14,900+25.1% | Added |
| Menlo Advisors LLC | 75,155 | $7.56M | 4.33% | −435−0.6% | Reduced |
| Financial Counselors Inc | 76,256 | $7.67M | 0.13% | −4,681−5.8% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 76,445 | $7.69M | 0.25% | +76,445 | New |
| Triangle Securities Wealth Management | 76,561 | $7.70M | 2.19% | −6,221−7.5% | Reduced |
| Public Sector Pension Investment Board | 77,765 | $7.82M | 0.06% | +992+1.3% | Added |
| Pinnbrook Capital Management LP | 78,648 | $7.91M | 1.37% | +78,648 | New |
| Raymond James Financial Services Advisors, Inc. | 79,086 | $7.95M | 0.01% | +9,492+13.6% | Added |
| HRT Financial LP | 79,349 | $7.98M | 0.05% | −189,094−70.4% | Reduced |
| Kingdon Capital Management, L.L.C. | 80,000 | $8.05M | 1.06% | +80,000 | New |
| Community Trust & Investment Co | 80,421 | $8.09M | 0.57% | +574+0.7% | Added |
| Covey Capital Advisors, LLC | 80,553 | $8.10M | 9.79% | −9,834−10.9% | Reduced |
| Polar Capital Holdings Plc | 81,995 | $8.25M | 0.05% | +81,995 | New |
| Jackson Square Partners, LLC | 82,114 | $8.26M | 0.34% | −6,966−7.8% | Reduced |
| Campbell Capital Management Inc | 82,764 | $8.32M | 3.67% | −988−1.2% | Reduced |
| Teacher Retirement System of Texas | 83,646 | $8.41M | 0.05% | +57,207+216.4% | Added |
| Cetera Investment Advisers | 83,851 | $8.43M | 0.02% | +70,953+550.1% | Added |
| Public Employees Retirement Association of Colorado | 84,194 | $8.47M | 0.04% | −6,639−7.3% | Reduced |
| Texas Yale Capital Corp. | 85,969 | $8.65M | 0.38% | 00.0% | Unchanged |
| Marsico Capital Management LLC | 86,657 | $8.72M | 0.29% | +86,657 | New |
| Palisade Capital Management LLC | 87,018 | $8.75M | 0.23% | −48,580−35.8% | Reduced |
| Assetmark, Inc | 88,634 | $8.91M | 0.03% | +15,713+21.5% | Added |