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 |
|---|---|---|---|---|---|
| Westpac Banking Corp | 1,323 | $133.1K | 0.01% | +76+6.1% | Added |
| Lindbrook Capital, LLC | 1,318 | $132.6K | 0.01% | +54+4.3% | Added |
| Brown Brothers Harriman & Co | 1,312 | $132.0K | 0.00% | −774−37.1% | Reduced |
| Private Trust Co NA | 1,286 | $129.3K | 0.01% | +539+72.2% | Added |
| Valley National Advisers Inc | 1,282 | $128.0K | 0.02% | +493+62.5% | Added |
| Hollencrest Capital Management | 1,240 | $124.7K | 0.01% | +975+367.9% | Added |
| Stephenson National Bank & Trust | 1,192 | $119.9K | 0.04% | −80−6.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,100 | $110.6K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,084 | $109.0K | 0.01% | −1,805−62.5% | Reduced |
| Allworth Financial LP | 1,046 | $105.2K | 0.00% | +56+5.7% | Added |
| ZRC Wealth Management, LLC | 1,025 | $103.1K | 0.05% | −500−32.8% | Reduced |
| Trust Co of Vermont | 1,000 | $100.6K | 0.01% | 00.0% | Unchanged |
| Motco | 1,000 | $100.6K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,000 | $100.6K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 991 | $99.7K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 984 | $99.0K | 0.01% | +8+0.8% | Added |
| Perkins Coie Trust Co | 984 | $99.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 977 | $98.2K | 0.01% | +2+0.2% | Added |
| Northwest Bank & Trust Co | 1,000 | $93.1K | 0.09% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 894 | $89.9K | 0.08% | −2,086−70.0% | Reduced |
| Raffa Wealth Management, LLC | 861 | $86.6K | 0.03% | +844+4,964.7% | Added |
| NBT Bank N A | 860 | $86.5K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 830 | $81.0K | 0.00% | −1,219−59.5% | Reduced |
| Canton Hathaway, LLC | 800 | $80.0K | 0.02% | 00.0% | Unchanged |
| Hilltop National Bank | 749 | $75.3K | 0.03% | +749 | New |
| TSFG, LLC | 726 | $73.0K | 0.02% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 723 | $72.7K | 0.06% | +80+12.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 680 | $68.0K | 0.00% | +666+4,757.1% | Added |
| Washington Trust Advisors, Inc. | 620 | $62.3K | 0.01% | −7−1.1% | Reduced |
| FRG Family Wealth Advisors LLC | 663 | $61.7K | 0.01% | +663 | New |
| Spectrum Wealth Counsel, LLC | 604 | $60.8K | 0.01% | +604 | New |
| CVA Family Office, LLC | 575 | $57.8K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 568 | $57.1K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 548 | $55.2K | 0.01% | +1+0.2% | Added |
| Deseret Mutual Benefit Administrators | 523 | $52.6K | 0.03% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 520 | $52.3K | 0.01% | +1+0.2% | Added |
| WR Wealth Planners, LLC | 514 | $51.7K | 0.02% | +514 | New |
| Silicon Valley Capital Partners | 506 | $50.9K | 0.01% | +1+0.2% | Added |
| First United Bank Trust | 500 | $50.3K | 0.02% | 00.0% | Unchanged |
| Planning Capital Management Corp | 500 | $50.3K | 0.04% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $50.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 468 | $47.1K | 0.01% | +468 | New |
| SOA Wealth Advisors, LLC. | 453 | $45.5K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 450 | $45.0K | 0.03% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 433 | $43.6K | 0.02% | −25−5.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 430 | $43.3K | 0.01% | +12+2.9% | Added |
| AdvisorNet Financial, Inc | 419 | $42.1K | 0.00% | +95+29.3% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 360 | $36.2K | 0.02% | +200+125.0% | Added |
| Jones Financial Companies LLLP | 356 | $35.8K | 0.00% | +293+465.1% | Added |
| Naples Money Management LLC | 355 | $35.7K | 0.04% | −160−31.1% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 430 | $35.6K | 0.00% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 370 | $34.5K | 0.00% | −54−12.7% | Reduced |
| Glen Eagle Advisors, LLC | 342 | $34.4K | 0.01% | +150+78.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 338 | $34.1K | 0.00% | +40+13.4% | Added |
| NBC Securities, Inc. | 334 | $33.0K | 0.00% | +34+11.3% | Added |
| CGC Financial Services, LLC | 325 | $32.7K | 0.02% | +325 | New |
| Cutler Group LP | 290 | $29.0K | 0.01% | −5,837−95.3% | Reduced |
| RFP Financial Group LLC | 286 | $28.8K | 0.01% | +31+12.2% | Added |
| Pinnacle Bancorp, Inc. | 285 | $28.7K | 0.01% | −83−22.6% | Reduced |
| Massmutual Trust Co FSB | 273 | $27.5K | 0.00% | +56+25.8% | Added |
| Riverview Trust Co | 273 | $27.5K | 0.02% | +273 | New |
| JFS Wealth Advisors, LLC | 254 | $25.5K | 0.00% | +157+161.9% | Added |
| Resources Management Corp | 250 | $25.0K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 228 | $22.9K | 0.01% | +228 | New |
| Catalyst Capital Advisors LLC | 210 | $21.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 209 | $21.0K | 0.00% | −5−2.3% | Reduced |
| Armstrong Advisory Group, Inc | 232 | $19.2K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 185 | $18.6K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 185 | $18.6K | 0.00% | +185 | New |
| Cedar Wealth Management, LLC | 156 | $15.7K | 0.01% | +156 | New |
| Raleigh Capital Management Inc. | 150 | $15.1K | 0.01% | +95+172.7% | Added |
| Oakworth Capital, Inc. | 147 | $14.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 137 | $13.8K | 0.01% | +137 | New |
| Atticus Wealth Management, LLC | 133 | $13.4K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 125 | $13.0K | 0.01% | +125 | New |
| Central Trust Co | 120 | $12.1K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 116 | $11.7K | 0.00% | +116 | New |
| American National Bank | 116 | $11.7K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 112 | $11.3K | 0.00% | +112 | New |
| Creative Financial Designs Inc | 108 | $10.9K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 100 | $10.1K | 0.01% | −3,601−97.3% | Reduced |
| Main Street Group, LTD | 100 | $10.1K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 86 | $8.65K | 0.00% | +86 | New |
| Grove Bank & Trust | 84 | $8.45K | 0.00% | −100−54.3% | Reduced |
| Capital Advisors, Ltd. LLC | 80 | $8.00K | 0.00% | +9+12.7% | Added |
| Fairman Group, LLC | 66 | $6.64K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 77 | $6.38K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 63 | $6.34K | 0.00% | −2−3.1% | Reduced |
| Core Wealth Advisors, Inc. | 63 | $6.34K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 62 | $6.24K | 0.00% | −5−7.5% | Reduced |
| Retirement Group, LLC | 61 | $6.13K | 0.00% | +61 | New |
| Financial Management Professionals, Inc. | 57 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 54 | $5.43K | 0.00% | −6−10.0% | Reduced |
| Chilton Capital Management LLC | 51 | $5.13K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 51 | $5.13K | 0.00% | +51 | New |
| Proequities, Inc. | 49 | $4.93K | 0.00% | +9+22.5% | Added |
| Pacific Center for Financial Services | 47 | $4.73K | 0.00% | +47 | New |
| Park Place Capital Corp | 47 | $4.73K | 0.00% | +47 | New |
| Mather Group, LLC. | 56 | $4.64K | 0.00% | +56 | New |
| Bell Investment Advisors, Inc | 46 | $4.63K | 0.00% | 00.0% | Unchanged |