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 |
|---|---|---|---|---|---|
| Stephens Inc | 125,257 | $12.6M | 0.20% | +11,623+10.2% | Added |
| Hudson Bay Capital Management LP | 125,000 | $12.6M | 0.11% | −25,000−16.7% | Reduced |
| Calamos Advisors LLC | 124,738 | $12.5M | 0.06% | +666+0.5% | Added |
| Private Wealth Partners, LLC | 121,790 | $12.2M | 0.98% | −22,665−15.7% | Reduced |
| Atria Wealth Solutions, Inc. | 121,184 | $12.2M | 0.14% | −2,773−2.2% | Reduced |
| Buffington Mohr McNeal | 119,288 | $12.0M | 2.17% | −94−0.1% | Reduced |
| Perennial Advisors, LLC | 119,209 | $12.0M | 2.79% | −2,794−2.3% | Reduced |
| Worldquant Millennium Advisors LLC | 117,997 | $11.9M | 0.15% | +60,907+106.7% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 117,747 | $11.8M | 1.03% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 116,953 | $11.8M | 0.13% | −2,185−1.8% | Reduced |
| Cookson Peirce & Co Inc | 115,349 | $11.6M | 0.62% | −963−0.8% | Reduced |
| Utah Retirement Systems | 115,000 | $11.6M | 0.14% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 113,700 | $11.4M | 0.10% | +12,600+12.5% | Added |
| Federation des caisses Desjardins du Quebec | 112,562 | $11.3M | 0.08% | +19,976+21.6% | Added |
| Prudential Financial Inc | 112,170 | $11.3M | 0.02% | −886,109−88.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 111,503 | $11.2M | 0.01% | +111,503 | New |
| Trexquant Investment LP | 110,158 | $11.1M | 0.22% | +110,158 | New |
| Equitable Trust Co | 109,122 | $11.0M | 0.76% | −6,424−5.6% | Reduced |
| Lountzis Asset Management, LLC | 106,909 | $10.8M | 5.09% | +161+0.2% | Added |
| Advisor Group Holdings, Inc. | 106,722 | $10.7M | 0.02% | −9,048−7.8% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 103,607 | $10.4M | 2.03% | −14,658−12.4% | Reduced |
| American Century Companies Inc | 102,640 | $10.3M | 0.01% | −6,827−6.2% | Reduced |
| Chickasaw Capital Management LLC | 102,308 | $10.3M | 0.49% | −365−0.4% | Reduced |
| Jennison Associates LLC | 100,888 | $10.1M | 0.01% | −239,994−70.4% | Reduced |
| Truist Financial Corp | 100,556 | $10.1M | 0.02% | +20,320+25.3% | Added |
| Janney Montgomery Scott LLC | 100,550 | $10.1M | 0.03% | +6,406+6.8% | Added |
| Callodine Capital Management, LP | 100,000 | $10.1M | 2.43% | −45,000−31.0% | Reduced |
| Ossiam | 99,471 | $10.0M | 0.18% | +87,044+700.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 98,568 | $9.91M | 0.04% | −1,368−1.4% | Reduced |
| Basswood Capital Management, L.L.C. | 92,926 | $9.35M | 0.55% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 91,586 | $9.21M | 1.76% | −23,445−20.4% | Reduced |
| Coronation Fund Managers Ltd. | 90,741 | $9.13M | 0.25% | −78,840−46.5% | Reduced |
| EverSource Wealth Advisors, LLC | 97,555 | $9.08M | 0.71% | −1,874−1.9% | Reduced |
| Assetmark, Inc | 88,634 | $8.91M | 0.03% | +15,713+21.5% | Added |
| Palisade Capital Management LLC | 87,018 | $8.75M | 0.23% | −48,580−35.8% | Reduced |
| Marsico Capital Management LLC | 86,657 | $8.72M | 0.29% | +86,657 | New |
| Texas Yale Capital Corp. | 85,969 | $8.65M | 0.38% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 84,194 | $8.47M | 0.04% | −6,639−7.3% | Reduced |
| Cetera Investment Advisers | 83,851 | $8.43M | 0.02% | +70,953+550.1% | Added |
| Teacher Retirement System of Texas | 83,646 | $8.41M | 0.05% | +57,207+216.4% | Added |
| Campbell Capital Management Inc | 82,764 | $8.32M | 3.67% | −988−1.2% | Reduced |
| Jackson Square Partners, LLC | 82,114 | $8.26M | 0.34% | −6,966−7.8% | Reduced |
| Polar Capital Holdings Plc | 81,995 | $8.25M | 0.05% | +81,995 | New |
| Covey Capital Advisors, LLC | 80,553 | $8.10M | 9.79% | −9,834−10.9% | Reduced |
| Community Trust & Investment Co | 80,421 | $8.09M | 0.57% | +574+0.7% | Added |
| Kingdon Capital Management, L.L.C. | 80,000 | $8.05M | 1.06% | +80,000 | New |
| HRT Financial LP | 79,349 | $7.98M | 0.05% | −189,094−70.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 79,086 | $7.95M | 0.01% | +9,492+13.6% | Added |
| Pinnbrook Capital Management LP | 78,648 | $7.91M | 1.37% | +78,648 | New |
| Public Sector Pension Investment Board | 77,765 | $7.82M | 0.06% | +992+1.3% | Added |
| Triangle Securities Wealth Management | 76,561 | $7.70M | 2.19% | −6,221−7.5% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 76,445 | $7.69M | 0.25% | +76,445 | New |
| Financial Counselors Inc | 76,256 | $7.67M | 0.13% | −4,681−5.8% | Reduced |
| Menlo Advisors LLC | 75,155 | $7.56M | 4.33% | −435−0.6% | Reduced |
| Absolute Gestao de Investimentos Ltda. | 74,274 | $7.47M | 2.30% | +14,900+25.1% | Added |
| Osborne Partners Capital Management, LLC | 70,458 | $7.09M | 0.44% | +38+0.1% | Added |
| Partners Capital Investment Group, LLP | 70,336 | $7.07M | 0.19% | −75,336−51.7% | Reduced |
| Sterling Investment Advisors, Ltd. | 70,028 | $7.04M | 1.98% | −5,267−7.0% | Reduced |
| Xponance, Inc. | 69,604 | $7.00M | 0.07% | +28,781+70.5% | Added |
| British Columbia Investment Management Corp | 68,898 | $6.93M | 0.05% | +2,711+4.1% | Added |
| Nissay Asset Management Corp | 67,279 | $6.77M | 0.05% | +922+1.4% | Added |
| Old Well Partners, LLC | 66,623 | $6.70M | 5.97% | −13,000−16.3% | Reduced |
| Perfromance Wealth Partners, LLC | 66,326 | $6.67M | 0.28% | +66,326 | New |
| Assenagon Asset Management S.A. | 65,498 | $6.59M | 0.02% | +54,345+487.3% | Added |
| HighTower Advisors, LLC | 65,185 | $6.56M | 0.01% | −90,063−58.0% | Reduced |
| Verition Fund Management LLC | 64,277 | $6.46M | 0.06% | +61,531+2,240.8% | Added |
| Heron Bay Capital Management | 63,425 | $6.38M | 1.35% | +632+1.0% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 63,331 | $6.37M | 1.33% | −62,999−49.9% | Reduced |
| Kestra Advisory Services, LLC | 62,430 | $6.28M | 0.04% | +3,996+6.8% | Added |
| Beck Mack & Oliver LLC | 62,166 | $6.25M | 0.13% | 00.0% | Unchanged |
| Unisphere Establishment | 62,000 | $6.24M | 0.06% | −63,000−50.4% | Reduced |
| Empowered Funds, LLC | 60,517 | $6.09M | 0.11% | +52,904+694.9% | 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 |
| Teza Capital Management LLC | 59,637 | $6.00M | 0.80% | +30,204+102.6% | Added |
| Arrowstreet Capital, Limited Partnership | 59,416 | $5.98M | 0.01% | +55,759+1,524.7% | Added |
| Janus Henderson Group PLC | 59,376 | $5.97M | 0.00% | −2,889−4.6% | Reduced |
| Iridian Asset Management LLC | 57,683 | $5.80M | 1.14% | −15,918−21.6% | Reduced |
| FORA Capital, LLC | 57,563 | $5.79M | 0.48% | +57,563 | New |
| Coastal Bridge Advisors, LLC | 57,458 | $5.78M | 1.33% | −228−0.4% | Reduced |
| Metavasi Capital LP | 57,053 | $5.74M | 3.55% | +57,053 | New |
| Nisa Investment Advisors, LLC | 56,790 | $5.71M | 0.04% | +51,755+1,027.9% | Added |
| D.A. Davidson & Co. | 56,474 | $5.68M | 0.05% | −3,211−5.4% | Reduced |
| MML Investors Services, LLC | 56,472 | $5.68M | 0.02% | +41,344+273.3% | Added |
| Toronto Dominion Bank | 55,284 | $5.56M | 0.01% | −19,881−26.4% | Reduced |
| Grand Jean Capital Management Inc | 54,654 | $5.50M | 1.45% | +128+0.2% | Added |
| ArrowMark Colorado Holdings LLC | 54,400 | $5.47M | 0.06% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 54,358 | $5.47M | 0.61% | +54,358 | New |
| SG Americas Securities, LLC | 54,052 | $5.44M | 0.03% | +21,113+64.1% | Added |
| PenderFund Capital Management Ltd. | 39,320 | $5.36M | 1.47% | −17,700−31.0% | Reduced |
| Creative Planning | 52,658 | $5.30M | 0.01% | +11,347+27.5% | Added |
| Beach Investment Counsel Inc | 63,900 | $5.29M | 0.65% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 52,562 | $5.29M | 0.12% | +2,362+4.7% | Added |
| Schroder Investment Management Group | 52,479 | $5.28M | 0.01% | −3,362−6.0% | Reduced |
| Daiwa Securities Group Inc. | 50,952 | $5.13M | 0.03% | −19,673−27.9% | Reduced |
| Two Sigma Investments, LP | 50,900 | $5.12M | 0.01% | +29,100+133.5% | Added |
| Strategic Blueprint, LLC | 50,174 | $5.05M | 0.36% | −13,232−20.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 50,000 | $5.03M | 0.01% | +50,000 | New |
| Gulf International Bank (UK) Ltd | 49,761 | $5.00M | 0.13% | +366+0.7% | Added |
| Waratah Capital Advisors Ltd. | 49,742 | $5.00M | 0.26% | +49,742 | New |