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 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 97,555 | $9.08M | 0.71% | −1,874−1.9% | Reduced |
| Coronation Fund Managers Ltd. | 90,741 | $9.13M | 0.25% | −78,840−46.5% | Reduced |
| Mirador Capital Partners LP | 91,586 | $9.21M | 1.76% | −23,445−20.4% | Reduced |
| Basswood Capital Management, L.L.C. | 92,926 | $9.35M | 0.55% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 98,568 | $9.91M | 0.04% | −1,368−1.4% | Reduced |
| Ossiam | 99,471 | $10.0M | 0.18% | +87,044+700.4% | Added |
| Callodine Capital Management, LP | 100,000 | $10.1M | 2.43% | −45,000−31.0% | Reduced |
| Janney Montgomery Scott LLC | 100,550 | $10.1M | 0.03% | +6,406+6.8% | Added |
| Truist Financial Corp | 100,556 | $10.1M | 0.02% | +20,320+25.3% | Added |
| Jennison Associates LLC | 100,888 | $10.1M | 0.01% | −239,994−70.4% | Reduced |
| Chickasaw Capital Management LLC | 102,308 | $10.3M | 0.49% | −365−0.4% | Reduced |
| American Century Companies Inc | 102,640 | $10.3M | 0.01% | −6,827−6.2% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 103,607 | $10.4M | 2.03% | −14,658−12.4% | Reduced |
| Advisor Group Holdings, Inc. | 106,722 | $10.7M | 0.02% | −9,048−7.8% | Reduced |
| Lountzis Asset Management, LLC | 106,909 | $10.8M | 5.09% | +161+0.2% | Added |
| Equitable Trust Co | 109,122 | $11.0M | 0.76% | −6,424−5.6% | Reduced |
| Trexquant Investment LP | 110,158 | $11.1M | 0.22% | +110,158 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 111,503 | $11.2M | 0.01% | +111,503 | New |
| Prudential Financial Inc | 112,170 | $11.3M | 0.02% | −886,109−88.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 112,562 | $11.3M | 0.08% | +19,976+21.6% | Added |
| Forsta Ap-Fonden | 113,700 | $11.4M | 0.10% | +12,600+12.5% | Added |
| Utah Retirement Systems | 115,000 | $11.6M | 0.14% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 115,349 | $11.6M | 0.62% | −963−0.8% | Reduced |
| IFM Investors Pty Ltd | 116,953 | $11.8M | 0.13% | −2,185−1.8% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 117,747 | $11.8M | 1.03% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 117,997 | $11.9M | 0.15% | +60,907+106.7% | Added |
| Perennial Advisors, LLC | 119,209 | $12.0M | 2.79% | −2,794−2.3% | Reduced |
| Buffington Mohr McNeal | 119,288 | $12.0M | 2.17% | −94−0.1% | Reduced |
| Atria Wealth Solutions, Inc. | 121,184 | $12.2M | 0.14% | −2,773−2.2% | Reduced |
| Private Wealth Partners, LLC | 121,790 | $12.2M | 0.98% | −22,665−15.7% | Reduced |
| Calamos Advisors LLC | 124,738 | $12.5M | 0.06% | +666+0.5% | Added |
| Hudson Bay Capital Management LP | 125,000 | $12.6M | 0.11% | −25,000−16.7% | Reduced |
| Stephens Inc | 125,257 | $12.6M | 0.20% | +11,623+10.2% | Added |
| GoodHaven Capital Management, LLC | 125,265 | $12.6M | 4.74% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 125,348 | $12.6M | 0.02% | −7,519−5.7% | Reduced |
| Gateway Investment Advisers LLC | 127,211 | $12.8M | 0.15% | +64+0.1% | Added |
| Voya Investment Management LLC | 129,196 | $13.0M | 0.01% | −5,013−3.7% | Reduced |
| SOL Capital Management CO | 129,712 | $13.0M | 1.64% | +585+0.5% | Added |
| Oribel Capital Management, LP | 130,100 | $13.1M | 1.50% | +130,100 | New |
| Capital Group Private Client Services, Inc. | 130,752 | $13.2M | 0.13% | −4,421−3.3% | Reduced |
| FineMark National Bank & Trust | 133,338 | $13.4M | 0.50% | +2,216+1.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 133,675 | $13.4M | 0.15% | +600+0.5% | Added |
| USS Investment Management Ltd | 134,724 | $13.5M | 0.11% | −6,144−4.4% | Reduced |
| Captrust Financial Advisors | 135,153 | $13.6M | 0.05% | +87,278+182.3% | Added |
| Picton Mahoney Asset Management | 135,733 | $13.7M | 0.57% | −2,802−2.0% | Reduced |
| Northeast Financial Consultants Inc | 136,950 | $13.8M | 0.68% | 00.0% | Unchanged |
| City of London Investment Management Co Ltd | 137,428 | $13.8M | 1.14% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 139,042 | $14.0M | 0.21% | +2,054+1.5% | Added |
| UniSuper Management Pty Ltd | 143,100 | $14.4M | 0.14% | +138,700+3,152.3% | Added |
| Wealth Enhancement Advisory Services, LLC | 143,610 | $14.4M | 0.04% | +111,881+352.6% | Added |
| Matthew 25 Management Corp | 144,500 | $14.5M | 4.94% | −20,500−12.4% | Reduced |
| Cobalt Capital Management, Inc. | 145,000 | $14.6M | 4.70% | −5,000−3.3% | Reduced |
| Aquatic Capital Management LLC | 148,300 | $14.9M | 0.49% | +75,600+104.0% | Added |
| Dark Forest Capital Management LP | 149,369 | $15.0M | 2.54% | −30,099−16.8% | Reduced |
| Capital Research Global Investors | 151,939 | $15.3M | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 156,932 | $15.8M | 1.13% | −433−0.3% | Reduced |
| HST Ventures, LLC | 158,498 | $15.9M | 6.46% | +1,523+1.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 158,767 | $16.0M | 0.40% | +24,669+18.4% | Added |
| First Trust Advisors LP | 159,547 | $16.0M | 0.02% | −5,398−3.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 160,650 | $16.2M | 0.13% | +26,454+19.7% | Added |
| Candriam Luxembourg S.C.A. | 162,991 | $16.4M | 0.10% | +54,961+50.9% | Added |
| Aviva PLC | 163,413 | $16.4M | 0.05% | +34,535+26.8% | Added |
| Engle Capital Management, L.P. | 165,000 | $16.6M | 4.63% | +107,000+184.5% | Added |
| Arizona State Retirement System | 165,079 | $16.6M | 0.11% | +3,311+2.0% | Added |
| Levin Capital Strategies, L.P. | 165,703 | $16.7M | 1.69% | −2,022−1.2% | Reduced |
| Tiaa Trust, National Association | 165,895 | $16.7M | 0.05% | +62,941+61.1% | Added |
| Factory Mutual Insurance Co | 170,000 | $17.1M | 0.20% | 00.0% | Unchanged |
| Varma Mutual Pension Insurance Co | 173,900 | $17.5M | 0.15% | +143,600+473.9% | Added |
| Crescent Park Management, L.P. | 175,785 | $17.7M | 7.62% | −55,212−23.9% | Reduced |
| Lakewood Capital Management, LP | 176,100 | $17.7M | 1.55% | −295,600−62.7% | Reduced |
| Brevan Howard Capital Management LP | 178,906 | $18.0M | 1.63% | +178,906 | New |
| Danske Bank A/S | 182,456 | $18.4M | 0.06% | +182,456 | New |
| Cerity Partners LLC | 192,390 | $18.4M | 0.05% | −32,705−14.5% | Reduced |
| The PNC Financial Services Group, Inc. | 183,543 | $18.5M | 0.01% | +4,951+2.8% | Added |
| Resona Asset Management Co.,Ltd. | 185,304 | $18.6M | 0.11% | +185,304 | New |
| Cinctive Capital Management LP | 187,627 | $18.9M | 0.97% | −52,923−22.0% | Reduced |
| De Burlo Group Inc | 190,200 | $19.1M | 2.54% | +190,200 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 190,704 | $19.2M | 0.07% | −35,477−15.7% | Reduced |
| Russell Investments Group, Ltd. | 190,911 | $19.2M | 0.03% | +112,767+144.3% | Added |
| Punch & Associates Investment Management, Inc. | 193,139 | $19.4M | 1.11% | −9,046−4.5% | Reduced |
| Nomura Asset Management Co Ltd | 199,612 | $20.1M | 0.07% | +4,170+2.1% | Added |
| Caldwell Investment Management Ltd. | 200,000 | $20.1M | 14.95% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 202,567 | $20.4M | 2.31% | −2,388−1.2% | Reduced |
| Jackson Hill Advisors, LLC | 203,000 | $20.4M | 11.10% | −35,500−14.9% | Reduced |
| Pictet Asset Management Holding SA | 207,152 | $20.8M | 0.02% | −3,026−1.4% | Reduced |
| Oppenheimer & Co Inc | 210,742 | $21.2M | 0.35% | −4,591−2.1% | Reduced |
| Squarepoint Ops LLC | 213,346 | $21.5M | 0.09% | +213,346 | New |
| DnB Asset Management AS | 213,795 | $21.5M | 0.11% | −13,426−5.9% | Reduced |
| Handelsbanken Fonder AB | 215,304 | $21.7M | 0.09% | +38,316+21.6% | Added |
| Select Equity Group, L.P. | 215,782 | $21.7M | 0.08% | +215,782 | New |
| Victory Capital Management Inc | 216,206 | $21.7M | 0.02% | +38,529+21.7% | Added |
| Asset Management One Co.,Ltd. | 217,803 | $21.9M | 0.08% | −12,854−5.6% | Reduced |
| Ensign Peak Advisors, Inc | 222,117 | $22.3M | 0.04% | +114,022+105.5% | Added |
| ExodusPoint Capital Management, LP | 223,700 | $22.5M | 0.28% | +223,700 | New |
| Cubist Systematic Strategies, LLC | 224,328 | $22.6M | 0.26% | +224,328 | New |
| Skandinaviska Enskilda Banken AB (publ) | 224,281 | $22.6M | 0.11% | +1,387+0.6% | Added |
| Point72 Europe (London) LLP | 225,049 | $22.6M | 2.11% | −25,908−10.3% | Reduced |
| Adell Harriman & Carpenter Inc | 225,366 | $22.7M | 1.87% | +551+0.2% | Added |
| 1832 Asset Management L.P. | 230,550 | $23.2M | 0.04% | +230,550 | New |
| BBR Partners, LLC | 231,047 | $23.2M | 1.86% | 00.0% | Unchanged |