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 |
|---|---|---|---|---|---|
| Bain Capital Public Equity, LP | 49,725 | $5.00M | 4.12% | −3,462−6.5% | Reduced |
| Waterfront Wealth Inc. | 51,990 | $4.94M | 1.38% | −200−0.4% | Reduced |
| Swedbank AB | 49,008 | $4.93M | 0.01% | +3,572+7.9% | Added |
| Maryland State Retirement & Pension System | 51,629 | $4.86M | 0.10% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 47,497 | $4.78M | 0.01% | −67,055−58.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 46,893 | $4.72M | 0.06% | −77−0.2% | Reduced |
| Samjo Management, LLC | 46,375 | $4.66M | 1.64% | −1,700−3.5% | Reduced |
| Rational Advisors LLC | 46,300 | $4.66M | 0.43% | +11,300+32.3% | Added |
| Jessup Wealth Management, Inc | 45,863 | $4.61M | 1.98% | −3,892−7.8% | Reduced |
| Alps Advisors Inc | 45,630 | $4.59M | 0.03% | −1,120−2.4% | Reduced |
| Pinnacle Financial Partners Inc | 45,394 | $4.57M | 0.10% | +327+0.7% | Added |
| Staley Capital Advisers Inc | 45,000 | $4.53M | 0.21% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 44,647 | $4.49M | 2.61% | +1,066+2.4% | Added |
| Cacti Asset Management LLC | 41,630 | $4.43M | 0.36% | −6,500−13.5% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 43,200 | $4.35M | 0.76% | −12,300−22.2% | Reduced |
| Nordea Investment Management AB | 42,581 | $4.31M | 0.01% | +3,534+9.1% | Added |
| Teton Advisors, Inc. | 42,500 | $4.27M | 1.51% | −7,500−15.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 41,949 | $4.22M | 0.00% | −463−1.1% | Reduced |
| Marvin & Palmer Associates Inc | 41,920 | $4.22M | 4.18% | −660−1.6% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 41,863 | $4.21M | 1.10% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 41,726 | $4.20M | 0.01% | +2,064+5.2% | Added |
| IFP Advisors, Inc | 41,418 | $4.17M | 0.18% | +343+0.8% | Added |
| Mesirow Financial Investment Management, Inc. | 40,363 | $4.06M | 0.09% | +2,242+5.9% | Added |
| Rothschild Investment LLC | 39,633 | $3.99M | 0.29% | −1,400−3.4% | Reduced |
| Curbstone Financial Management Corp | 39,548 | $3.98M | 0.86% | −3,000−7.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 39,535 | $3.98M | 0.01% | −38,520−49.3% | Reduced |
| Mackenzie Financial Corp | 39,264 | $3.95M | 0.01% | +7,633+24.1% | Added |
| Amalgamated Bank | 38,947 | $3.92M | 0.03% | −21,708−35.8% | Reduced |
| KBC Group NV | 38,732 | $3.90M | 0.01% | −17,727−31.4% | Reduced |
| US Bancorp | 38,435 | $3.87M | 0.01% | +4,204+12.3% | Added |
| Employees Retirement System of Texas | 37,188 | $3.74M | 0.04% | +37,188 | New |
| Close Asset Management Ltd | 36,720 | $3.69M | 0.13% | +491+1.4% | Added |
| Atria Investments LLC | 36,702 | $3.69M | 0.05% | +7,050+23.8% | Added |
| Bessemer Group Inc | 36,455 | $3.67M | 0.01% | +18,848+107.0% | Added |
| Walleye Capital LLC | 36,079 | $3.63M | 0.04% | −8,872−19.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 41,814 | $3.60M | 0.01% | +12,504+42.7% | Added |
| Comerica Bank | 35,249 | $3.55M | 0.02% | +5,271+17.6% | Added |
| Concentric Capital Strategies, LP | 35,186 | $3.54M | 0.23% | +35,186 | New |
| Guardian Wealth Management, Inc. | 34,905 | $3.51M | 2.70% | −944−2.6% | Reduced |
| Avitas Wealth Management LLC | 34,869 | $3.51M | 0.53% | −408−1.2% | Reduced |
| Sabal Trust CO | 34,780 | $3.50M | 0.20% | −51−0.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 33,953 | $3.41M | 0.39% | −233−0.7% | Reduced |
| Cresset Asset Management, LLC | 33,631 | $3.38M | 0.02% | −2,141−6.0% | Reduced |
| TD Private Client Wealth LLC | 33,622 | $3.38M | 0.11% | +33,130+6,733.7% | Added |
| Pathstone Holdings, LLC | 33,558 | $3.38M | 0.02% | +14,107+72.5% | Added |
| Glenmede Trust Co NA | 33,149 | $3.33M | 0.02% | +17,033+105.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 32,834 | $3.30M | 0.04% | +1,886+6.1% | Added |
| Capital Analysts, LLC | 32,831 | $3.30M | 0.15% | +468+1.4% | Added |
| Point72 Hong Kong Ltd | 32,532 | $3.27M | 0.17% | +32,532 | New |
| Accuvest Global Advisors | 32,484 | $3.27M | 1.43% | −3,100−8.7% | Reduced |
| Caas Capital Management LP | 32,430 | $3.26M | 1.39% | +32,430 | New |
| Royce & Associates LP | 32,195 | $3.24M | 0.03% | −1,451−4.3% | Reduced |
| Larson Financial Group LLC | 31,769 | $3.20M | 0.25% | −506−1.6% | Reduced |
| Sit Investment Associates Inc | 31,650 | $3.18M | 0.07% | +4,575+16.9% | Added |
| Richard Bernstein Advisors LLC | 31,626 | $3.18M | 0.07% | +31,626 | New |
| Ingalls & Snyder LLC | 31,576 | $3.18M | 0.14% | −559−1.7% | Reduced |
| M&T Bank Corp | 31,097 | $3.13M | 0.01% | +5,525+21.6% | Added |
| Proficio Capital Partners LLC | 31,036 | $3.12M | 0.34% | +457+1.5% | Added |
| Boothbay Fund Management, LLC | 30,730 | $3.09M | 0.09% | +30,730 | New |
| Steward Partners Investment Advisory, LLC | 30,679 | $3.09M | 0.03% | +2,385+8.4% | Added |
| DRW Securities, LLC | 30,400 | $3.06M | 0.17% | +14,191+87.6% | Added |
| Regions Financial Corp | 30,177 | $3.04M | 0.02% | +4,119+15.8% | Added |
| Chicago Partners Investment Group LLC | 30,642 | $3.00M | 0.13% | −218−0.7% | Reduced |
| Maltese Capital Management LLC | 29,600 | $2.98M | 0.57% | −2,200−6.9% | Reduced |
| Engineers Gate Manager LP | 29,118 | $2.93M | 0.08% | +29,118 | New |
| Intech Investment Management LLC | 28,988 | $2.92M | 0.04% | −950−3.2% | Reduced |
| TD Waterhouse Canada Inc. | 28,540 | $2.85M | 0.02% | +83+0.3% | Added |
| Bleakley Financial Group, LLC | 28,220 | $2.84M | 0.08% | −7,917−21.9% | Reduced |
| Simplicity Wealth,LLC | 28,214 | $2.84M | 0.07% | +28,214 | New |
| CIBC Private Wealth Group, LLC | 28,248 | $2.82M | 0.01% | −16,235−36.5% | Reduced |
| Retireful, LLC | 27,863 | $2.80M | 1.17% | −376−1.3% | Reduced |
| Barr E S & Co | 27,125 | $2.73M | 0.18% | −1,950−6.7% | Reduced |
| Rathbone Brothers plc | 27,015 | $2.72M | 0.02% | −315−1.2% | Reduced |
| Vestcor Inc | 26,562 | $2.67M | 0.09% | +13,536+103.9% | Added |
| Jump Financial, LLC | 26,501 | $2.67M | 0.07% | −1,380−4.9% | Reduced |
| Gotham Asset Management, LLC | 26,271 | $2.64M | 0.04% | −92−0.3% | Reduced |
| Wesbanco Bank Inc | 26,197 | $2.63M | 0.10% | +74+0.3% | Added |
| McKinley Capital Management LLC /Delaware | 26,083 | $2.62M | 0.32% | +179+0.7% | Added |
| CIBC Asset Management Inc | 25,808 | $2.60M | 0.01% | +4,494+21.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 25,553 | $2.57M | 0.01% | +17,864+232.3% | Added |
| Baird Financial Group, Inc. | 25,543 | $2.57M | 0.01% | +8,926+53.7% | Added |
| InterOcean Capital Group, LLC | 25,138 | $2.53M | 0.06% | −120.0% | Reduced |
| Principal Securities, Inc. | 25,134 | $2.53M | 0.08% | +1,562+6.6% | Added |
| Fortitude Family Office, LLC | 25,054 | $2.52M | 1.69% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 25,000 | $2.51M | 0.01% | +25,000 | New |
| Connable Office Inc | 24,786 | $2.49M | 0.28% | −6,728−21.3% | Reduced |
| Fifth Third Bancorp | 24,631 | $2.48M | 0.01% | +22,904+1,326.2% | Added |
| Caption Management, LLC | 24,500 | $2.46M | 0.27% | +24,500 | New |
| Bank of Nova Scotia | 24,479 | $2.46M | 0.00% | −138,907−85.0% | Reduced |
| Bridgewater Associates, LP | 24,410 | $2.46M | 0.01% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 24,208 | $2.44M | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 24,010 | $2.41M | 0.03% | −11,681−32.7% | Reduced |
| Checchi Capital Advisers, LLC | 23,970 | $2.41M | 0.19% | 00.0% | Unchanged |
| CIBC World Markets Corp | 23,552 | $2.37M | 0.02% | +7,534+47.0% | Added |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 23,500 | $2.36M | 0.19% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 23,489 | $2.36M | 0.18% | −1,228−5.0% | Reduced |
| Mercer Global Advisors Inc | 23,238 | $2.34M | 0.01% | +5,563+31.5% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 44,909 | $2.33M | 0.15% | +26,080+138.5% | Added |
| Blair William & Co | 22,916 | $2.30M | 0.01% | −3,726−14.0% | Reduced |
| Siemens Fonds Invest GmbH | 22,751 | $2.29M | 0.18% | 00.0% | Unchanged |