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 |
|---|---|---|---|---|---|
| Two Sigma Securities, LLC | 22,633 | $2.28M | 0.11% | +22,633 | New |
| HBK Sorce Advisory LLC | 22,466 | $2.26M | 0.08% | −5,412−19.4% | Reduced |
| Southeast Asset Advisors Inc. | 22,357 | $2.25M | 0.27% | +5,190+30.2% | Added |
| Sierra Capital LLC | 22,020 | $2.21M | 0.29% | −33,828−60.6% | Reduced |
| Bray Capital Advisors | 21,920 | $2.20M | 0.56% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 21,752 | $2.19M | 0.05% | −124−0.6% | Reduced |
| Tredje AP-fonden | 21,687 | $2.18M | 0.02% | +621+2.9% | Added |
| Vinva Investment Management Ltd | 21,677 | $2.18M | 0.13% | +3,589+19.8% | Added |
| Integrated Advisors Network LLC | 21,238 | $2.14M | 0.11% | −565−2.6% | Reduced |
| United Asset Strategies, Inc. | 21,139 | $2.13M | 0.21% | −935−4.2% | Reduced |
| Clearstead Advisors, LLC | 21,184 | $2.12M | 0.11% | −189−0.9% | Reduced |
| Quadrature Capital Ltd | 21,090 | $2.12M | 0.04% | −26,366−55.6% | Reduced |
| Entropy Technologies, LP | 21,023 | $2.11M | 0.23% | +21,023 | New |
| WBI Investments | 20,958 | $2.11M | 0.44% | +20,958 | New |
| Oxford Financial Group Ltd | 20,751 | $2.09M | 0.14% | +172+0.8% | Added |
| Laurion Capital Management LP | 20,686 | $2.08M | 0.06% | +10,686+106.9% | Added |
| Prime Capital Investment Advisors, LLC | 20,624 | $2.07M | 0.03% | +11,823+134.3% | Added |
| RiverPark Advisors, LLC | 20,613 | $2.07M | 1.70% | −3,659−15.1% | Reduced |
| Sendero Wealth Management, LLC | 20,332 | $2.04M | 0.35% | −34,108−62.7% | Reduced |
| Mission Wealth Management, LP | 20,319 | $2.04M | 0.05% | +163+0.8% | Added |
| Avalon Trust Co | 20,284 | $2.04M | 0.17% | +20,000+7,042.3% | Added |
| Advisors Asset Management, Inc. | 20,055 | $2.02M | 0.04% | +10,060+100.7% | Added |
| Pacific Capital Partners Ltd | 20,000 | $2.01M | 1.32% | −5,000−20.0% | Reduced |
| Moody National Bank Trust Division | 19,845 | $2.00M | 0.16% | +287+1.5% | Added |
| MetLife Investment Management | 19,695 | $1.98M | 0.01% | +54+0.3% | Added |
| Pinnacle Associates Ltd | 19,588 | $1.97M | 0.03% | +162+0.8% | Added |
| Bayesian Capital Management, LP | 19,426 | $1.95M | 0.19% | −6,724−25.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 19,382 | $1.95M | 0.03% | −1,490−7.1% | Reduced |
| Zacks Investment Management | 19,327 | $1.94M | 0.02% | +19,327 | New |
| Louisbourg Investments Inc. | 22,921 | $1.94M | 0.54% | −14,601−38.9% | Reduced |
| Riverpark Capital Management LLC | 19,179 | $1.93M | 2.65% | 00.0% | Unchanged |
| AQR Capital Management LLC | 19,091 | $1.92M | 0.00% | +11,547+153.1% | Added |
| Wealthfront Advisers LLC | 18,927 | $1.90M | 0.01% | +7,150+60.7% | Added |
| Weiss Asset Management LP | 18,876 | $1.90M | 0.09% | +18,876 | New |
| Seven Post Investment Office LP | 18,700 | $1.88M | 0.46% | 00.0% | Unchanged |
| Pier 88 Investment Partners LLC | 18,600 | $1.87M | 0.46% | +18,600 | New |
| Mirabella Financial Services LLP | 18,571 | $1.87M | 0.14% | +11,030+146.3% | Added |
| Wedbush Securities Inc | 18,563 | $1.87M | 0.07% | +1,134+6.5% | Added |
| Cross Staff Investments Inc | 18,500 | $1.86M | 1.57% | −1,012−5.2% | Reduced |
| Ar Asset Management Inc | 18,000 | $1.81M | 0.44% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 17,897 | $1.80M | 0.02% | +12,504+231.9% | Added |
| Kovitz Investment Group Partners, LLC | 17,741 | $1.78M | 0.02% | −3,071−14.8% | Reduced |
| Next Capital Management LLC | 17,657 | $1.78M | 0.72% | +174+1.0% | Added |
| Franklin Street Advisors Inc | 17,375 | $1.75M | 0.13% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 17,169 | $1.73M | 0.04% | −11,882−40.9% | Reduced |
| CFM Wealth Partners LLC | 17,148 | $1.72M | 0.35% | +3,985+30.3% | Added |
| LB Partners LLC | 17,100 | $1.72M | 1.77% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 17,075 | $1.72M | 0.15% | +17,075 | New |
| Raymond James Trust N.A. | 17,029 | $1.71M | 0.04% | −477−2.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 16,892 | $1.70M | 0.03% | −59,556−77.9% | Reduced |
| Nomura Holdings Inc | 16,727 | $1.68M | 0.01% | +16,727 | New |
| Pensionmark Financial Group, LLC | 16,655 | $1.68M | 0.24% | +16,655 | New |
| Dantai Capital Ltd | 16,535 | $1.66M | 1.92% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 16,323 | $1.64M | 0.55% | −1,927−10.6% | Reduced |
| CIBC World Markets Inc. | 16,269 | $1.64M | 0.00% | +3,124+23.8% | Added |
| J.W. Cole Advisors, Inc. | 16,090 | $1.62M | 0.08% | +623+4.0% | Added |
| Atlas Capital Advisors LLC | 15,952 | $1.60M | 0.25% | +2,526+18.8% | Added |
| Tokio Marine Asset Management Co Ltd | 15,910 | $1.60M | 0.08% | +338+2.2% | Added |
| Lansing Street Advisors | 15,614 | $1.57M | 0.71% | +54+0.3% | Added |
| Essex Financial Services, Inc. | 15,581 | $1.57M | 0.14% | +909+6.2% | Added |
| O'Shaughnessy Asset Management, LLC | 15,076 | $1.52M | 0.02% | +3,502+30.3% | Added |
| Acadian Asset Management LLC | 14,967 | $1.50M | 0.01% | −33,380−69.0% | Reduced |
| Lincoln National Corp | 14,910 | $1.50M | 0.02% | +4,385+41.7% | Added |
| Yelin Lapidot Holdings Management Ltd. | 14,827 | $1.49M | 0.31% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 14,396 | $1.45M | 0.26% | −63,118−81.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 14,380 | $1.45M | 0.00% | +9,982+227.0% | Added |
| Walter & Keenan Financial Consulting Co | 14,326 | $1.44M | 0.47% | −300−2.1% | Reduced |
| Highland Capital Management, LLC | 14,245 | $1.43M | 0.08% | +14,245 | New |
| Private Advisor Group, LLC | 14,228 | $1.43M | 0.01% | +399+2.9% | Added |
| Metis Global Partners, LLC | 13,986 | $1.41M | 0.05% | +2,695+23.9% | Added |
| First National Bank Sioux Falls | 13,888 | $1.40M | 0.76% | −139−1.0% | Reduced |
| Robertson Stephens Wealth Management, LLC | 13,782 | $1.39M | 0.08% | +906+7.0% | Added |
| Van Eck Associates Corp | 13,766 | $1.39M | 0.00% | −1,311−8.7% | Reduced |
| Sequoia Financial Advisors, LLC | 13,735 | $1.38M | 0.02% | +6,476+89.2% | Added |
| Choate Investment Advisors | 13,723 | $1.38M | 0.04% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 13,701 | $1.38M | 1.24% | +13,701 | New |
| Degroof Petercam Asset Management | 13,700 | $1.38M | 0.02% | +200+1.5% | Added |
| XTX Topco Ltd | 13,660 | $1.37M | 0.19% | +9,951+268.3% | Added |
| Fulton Bank, N.A. | 13,568 | $1.36M | 0.06% | +201+1.5% | Added |
| Guardian Investment Management | 13,500 | $1.36M | 1.12% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 13,426 | $1.35M | 0.34% | −1,433−9.6% | Reduced |
| Professional Financial Advisors, LLC | 13,345 | $1.34M | 0.38% | +13,345 | New |
| Independent Advisor Alliance | 13,275 | $1.34M | 0.05% | +20.0% | Added |
| Gilbert & Cook, Inc. | 13,228 | $1.33M | 0.18% | −1,302−9.0% | Reduced |
| FIL Ltd | 13,214 | $1.33M | 0.00% | −152,841−92.0% | Reduced |
| Lazard Asset Management LLC | 13,107 | $1.32M | 0.00% | +7,107+118.5% | Added |
| Toroso Investments, LLC | 13,030 | $1.31M | 0.02% | −4,284−24.7% | Reduced |
| Point72 (DIFC) Ltd | 12,993 | $1.31M | 0.10% | +12,993 | New |
| PGGM Investments | 12,892 | $1.30M | 0.02% | +12,892 | New |
| IHT Wealth Management, LLC | 12,786 | $1.29M | 0.05% | −2,855−18.3% | Reduced |
| CWA Asset Management Group, LLC | 12,741 | $1.28M | 0.08% | +431+3.5% | Added |
| Wetherby Asset Management Inc | 12,709 | $1.28M | 0.06% | +43+0.3% | Added |
| Keybank National Association | 12,580 | $1.27M | 0.01% | −566−4.3% | Reduced |
| Advisory Services Network, LLC | 12,579 | $1.27M | 0.03% | +6,080+93.6% | Added |
| Commerce Bank | 12,446 | $1.25M | 0.01% | −1,050−7.8% | Reduced |
| Fort Pitt Capital Group, LLC | 12,337 | $1.24M | 0.04% | +21+0.2% | Added |
| Zimmermann Investment Management & Planning LLC | 12,214 | $1.23M | 0.44% | +886+7.8% | Added |
| U S Global Investors Inc | 12,150 | $1.22M | 0.10% | −2,400−16.5% | Reduced |
| NewEdge Wealth, LLC | 12,556 | $1.22M | 0.03% | +5,696+83.0% | Added |
| National Asset Management, Inc. | 19,786 | $1.22M | 0.03% | +186+0.9% | Added |