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 |
|---|---|---|---|---|---|
| Redmont Wealth Advisors LLC | 44 | $4.43K | 0.01% | +44 | New |
| First PREMIER Bank | 39 | $4.00K | 0.00% | +39 | New |
| Smartleaf Asset Management LLC | 37 | $3.72K | 0.00% | +37 | New |
| Wolff Wiese Magana LLC | 36 | $3.62K | 0.00% | +36 | New |
| PFS Partners, LLC | 35 | $3.52K | 0.00% | +35 | New |
| Versant Capital Management, Inc | 35 | $3.52K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 35 | $3.52K | 0.00% | +35 | New |
| FSA Wealth Management LLC | 34 | $3.42K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 30 | $3.02K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 29 | $2.92K | 0.00% | +16+123.1% | Added |
| Rise Advisors, LLC | 26 | $2.57K | 0.00% | +1+4.0% | Added |
| DiNuzzo Private Wealth, Inc. | 25 | $2.52K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 25 | $2.52K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 25 | $2.52K | 0.00% | +25 | New |
| Insight Financial Services | 25 | $2.51K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 23 | $2.31K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 19 | $1.91K | 0.00% | −537−96.6% | Reduced |
| Sachetta, LLC | 23 | $1.91K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 18 | $1.81K | 0.00% | −12−40.0% | Reduced |
| FinTrust Capital Advisors, LLC | 17 | $1.71K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $1.51K | 0.00% | +15 | New |
| Cornerstone Planning Group LLC | 13 | $1.24K | 0.00% | +13 | New |
| Core Alternative Capital | 12 | $1.21K | 0.00% | −149−92.5% | Reduced |
| Valued Wealth Advisors LLC | 12 | $1.21K | 0.00% | +9+300.0% | Added |
| Castleview Partners, LLC | 11 | $1.11K | 0.00% | −9−45.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 10 | $1.01K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8 | $805 | 0.00% | +8 | New |
| Global Assets Advisory, LLC | 65,000 | $650 | 0.03% | +65,000 | New |
| Continuum Advisory, LLC | 5 | $511 | 0.00% | +5 | New |
| Anfield Capital Management, LLC | 4 | $402 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 1 | $101 | 0.00% | −6−85.7% | Reduced |
| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −1,005,202−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −362,967−100.0% | Sold out |
| Aryeh Capital Management Ltd. | 0 | $0 | 0.00% | −188,300−100.0% | Sold out |
| SeaTown Holdings Pte. Ltd. | 0 | $0 | 0.00% | −134,811−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −115,376−100.0% | Sold out |
| Voss Capital, LLC | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −79,222−100.0% | Sold out |
| Alta Fox Capital Management, LLC | 0 | $0 | 0.00% | −56,460−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −54,355−100.0% | Sold out |
| Price Jennifer C. | 0 | $0 | 0.00% | −54,355−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −47,844−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −41,889−100.0% | Sold out |
| Kize Capital LP | 0 | $0 | 0.00% | −36,175−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −32,437−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −31,159−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −30,433−100.0% | Sold out |
| Kayne Anderson Capital Advisors LP | 0 | $0 | 0.00% | −23,600−100.0% | Sold out |
| Black Swift Group, LLC | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −16,880−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −16,471−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −15,429−100.0% | Sold out |
| Global Endowment Management, LP | 0 | $0 | 0.00% | −15,164−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −13,788−100.0% | Sold out |
| James J. Burns & Company, LLC | 0 | $0 | 0.00% | −12,033−100.0% | Sold out |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −11,879−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −11,146−100.0% | Sold out |
| Grayhawk Investment Strategies Inc. | 0 | $0 | 0.00% | −11,174−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −10,805−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −10,474−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −10,289−100.0% | Sold out |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Cannon Global Investment Management, LLC | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,077−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −6,056−100.0% | Sold out |
| Auxano Advisors, LLC | 0 | $0 | 0.00% | −5,895−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −4,063−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −4,300−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −3,638−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −3,615−100.0% | Sold out |
| Seelaus Asset Management LLC | 0 | $0 | 0.00% | −3,140−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −2,532−100.0% | Sold out |
| Intellectus Partners, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −2,440−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −2,222−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −501−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −367−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Long Island Wealth Management, Inc. | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Gleason Group, Inc. | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Advent Capital Management | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | 0 | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| Spinecap SAS | – | – | – | – | Not filed |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |
| Lee Danner & Bass Inc | – | – | – | – | Not filed |
| Focus Financial Network Inc | – | – | – | – | Not filed |
| Golden State Equity Partners | – | – | – | – | Not filed |
| Nalls Sherbakoff Group, LLC | – | – | – | – | Not filed |