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 |
|---|---|---|---|---|---|
| Dakota Wealth Management | 12,085 | $1.22M | 0.03% | +6,708+124.8% | Added |
| Element Pointe Advisors, LLC | 12,002 | $1.21M | 0.31% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 11,961 | $1.20M | 0.31% | +11,961 | New |
| Spire Wealth Management | 11,875 | $1.19M | 0.03% | +609+5.4% | Added |
| Harbor Capital Advisors, Inc. | 11,808 | $1.19M | 0.16% | −1,270−9.7% | Reduced |
| Northeast Investment Management | 11,800 | $1.19M | 0.06% | +3,400+40.5% | Added |
| Level Four Advisory Services, LLC | 13,877 | $1.15M | 0.06% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 11,426 | $1.15M | 0.01% | +11,426 | New |
| Virtue Capital Management, LLC | 11,571 | $1.14M | 0.20% | +2,280+24.5% | Added |
| Silvant Capital Management LLC | 11,246 | $1.13M | 0.05% | 00.0% | Unchanged |
| Lynx Capital Group Ltd | 11,187 | $1.13M | 0.76% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 11,119 | $1.12M | 0.07% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 11,090 | $1.12M | 0.01% | +290+2.7% | Added |
| Snowden Capital Advisors LLC | 11,028 | $1.11M | 0.03% | −1,561−12.4% | Reduced |
| Advisor OS, LLC | 10,983 | $1.10M | 0.13% | +10,983 | New |
| Davenport & Co LLC | 10,982 | $1.10M | 0.01% | +407+3.8% | Added |
| Chemistry Wealth Management LLC | 10,961 | $1.10M | 0.30% | +157+1.5% | Added |
| Boston Private Wealth LLC | 10,947 | $1.10M | 0.02% | −87−0.8% | Reduced |
| Trueblood Wealth Management, LLC | 10,834 | $1.09M | 0.62% | −66−0.6% | Reduced |
| Illinois Municipal Retirement Fund | 10,757 | $1.08M | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 10,746 | $1.08M | 0.01% | +171+1.6% | Added |
| Bradley Foster & Sargent Inc | 10,637 | $1.07M | 0.02% | 00.0% | Unchanged |
| Hunting Hill Global Capital, LLC | 10,471 | $1.05M | 0.62% | −6,750−39.2% | Reduced |
| Concurrent Investment Advisors, LLC | 10,457 | $1.05M | 0.04% | +6,221+146.9% | Added |
| Andra AP-fonden | 10,400 | $1.05M | 0.02% | −49,000−82.5% | Reduced |
| Wealthcare Advisory Partners LLC | 10,347 | $1.04M | 0.03% | −9−0.1% | Reduced |
| Bokf, NA | 10,405 | $1.04M | 0.02% | +7,347+240.3% | Added |
| Western Wealth Management, LLC | 10,340 | $1.04M | 0.08% | +368+3.7% | Added |
| Financial Management Network Inc | 10,495 | $1.03M | 0.26% | +922+9.6% | Added |
| Beaumont Financial Advisors, LLC | 10,220 | $1.03M | 0.08% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 10,167 | $1.02M | 0.20% | −13−0.1% | Reduced |
| Clear Harbor Asset Management, LLC | 10,125 | $1.02M | 0.09% | −78−0.8% | Reduced |
| SYSTM Wealth Solutions LLC | 10,121 | $1.02M | 0.13% | +1,832+22.1% | Added |
| ASB Consultores, LLC | 9,984 | $1.00M | 0.26% | +9,984 | New |
| Verdad Advisers, LP | 9,950 | $1.00M | 1.09% | +9,950 | New |
| Zhang Financial LLC | 9,904 | $996.1K | 0.07% | −761−7.1% | Reduced |
| Quantbot Technologies LP | 9,870 | $992.7K | 0.06% | −21,741−68.8% | Reduced |
| Aigen Investment Management, LP | 9,845 | $990.2K | 0.22% | −17,491−64.0% | Reduced |
| Stamos Capital Partners, L.P. | 9,800 | $985.7K | 0.22% | +3,880+65.5% | Added |
| RW Investment Management LLC | 9,789 | $984.6K | 0.14% | +65+0.7% | Added |
| Driehaus Capital Management LLC | 9,737 | $979.3K | 0.01% | −1,325−12.0% | Reduced |
| Yorktown Management & Research Co Inc | 9,700 | $975.6K | 0.93% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 9,700 | $975.6K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 9,690 | $974.6K | 0.02% | −2,905−23.1% | Reduced |
| Inceptionr LLC | 9,678 | $973.4K | 0.25% | +9,678 | New |
| Moors & Cabot, Inc. | 9,660 | $971.6K | 0.05% | +181+1.9% | Added |
| Canandaigua National Bank & Trust Co | 9,614 | $967.0K | 0.14% | −2,154−18.3% | Reduced |
| Agf Management Ltd | 9,418 | $947.3K | 0.01% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 9,284 | $933.8K | 0.03% | −4,100−30.6% | Reduced |
| Kraematon Investment Advisors, Inc | 9,261 | $931.5K | 0.94% | −1,498−13.9% | Reduced |
| Machina Capital S.A.S. | 9,258 | $931.2K | 0.49% | −210−2.2% | Reduced |
| La Banque Postale Asset Management SA | 9,228 | $928.2K | 0.04% | +2,565+38.5% | Added |
| Mutual Advisors, LLC | 9,055 | $910.8K | 0.03% | +65+0.7% | Added |
| Virtus ETF Advisers LLC | 9,020 | $907.2K | 0.48% | +9,020 | New |
| Beacon Pointe Advisors, LLC | 8,986 | $903.8K | 0.01% | −1,169−11.5% | Reduced |
| Aries Wealth Management | 8,960 | $901.2K | 0.29% | −100−1.1% | Reduced |
| TownSquare Capital, LLC | 8,857 | $890.9K | 0.01% | −331−3.6% | Reduced |
| Segment Wealth Management, LLC | 8,850 | $890.1K | 0.07% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 8,794 | $884.5K | 0.01% | −863−8.9% | Reduced |
| Qtron Investments LLC | 8,706 | $875.6K | 0.12% | −1,421−14.0% | Reduced |
| Fiduciary Group LLC | 8,700 | $875.0K | 0.10% | 00.0% | Unchanged |
| Walleye Trading LLC | 8,697 | $874.7K | 0.01% | +8,697 | New |
| Yousif Capital Management, LLC | 8,679 | $872.9K | 0.01% | +755+9.5% | Added |
| Sciencast Management LP | 8,648 | $869.8K | 0.53% | −10,147−54.0% | Reduced |
| Epoch Investment Partners, Inc. | 8,646 | $869.6K | 0.00% | −1,127−11.5% | Reduced |
| E&G Advisors, LP | 8,626 | $867.6K | 0.27% | −100−1.1% | Reduced |
| Gridiron Partners, LLC | 8,617 | $866.7K | 0.55% | 00.0% | Unchanged |
| Virtu Financial LLC | 8,598 | $865.0K | 0.07% | −37,923−81.5% | Reduced |
| Douglas Lane & Associates, LLC | 8,590 | $864.0K | 0.01% | −2,813−24.7% | Reduced |
| Sawgrass Asset Management LLC | 8,558 | $860.8K | 0.09% | −300−3.4% | Reduced |
| Centiva Capital, LP | 8,558 | $860.8K | 0.05% | +8,558 | New |
| Prudential PLC | 8,508 | $855.7K | 0.01% | −11,922−58.4% | Reduced |
| Smith Shellnut Wilson LLC | 8,508 | $855.7K | 0.45% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 8,454 | $850.3K | 0.11% | +5,040+147.6% | Added |
| Forum Financial Management, LP | 8,450 | $849.9K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 8,204 | $825.2K | 0.21% | −2,250−21.5% | Reduced |
| Advisor Resource Council | 9,953 | $824.6K | 0.35% | +9,953 | New |
| Synovus Financial Corp | 8,119 | $817.1K | 0.01% | −40.0% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 8,110 | $815.7K | 0.20% | −122−1.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 8,080 | $812.7K | 0.03% | +1,570+24.1% | Added |
| Corsair Capital Management, L.P. | 8,076 | $812.3K | 0.23% | −109−1.3% | Reduced |
| Hanseatic Management Services Inc | 8,061 | $810.8K | 1.23% | +234+3.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 7,920 | $796.6K | 0.06% | +7,920 | New |
| Sage Rhino Capital LLC | 7,915 | $796.1K | 0.19% | +8+0.1% | Added |
| Diversified Trust Co | 7,875 | $792.1K | 0.02% | −35−0.4% | Reduced |
| Farther Finance Advisors, LLC | 7,907 | $790.7K | 0.05% | +1,235+18.5% | Added |
| CWM, LLC | 7,784 | $783.0K | 0.00% | +570+7.9% | Added |
| Institute for Wealth Management, LLC. | 7,763 | $780.8K | 0.10% | +2,679+52.7% | Added |
| Headlands Technologies LLC | 7,728 | $777.3K | 0.19% | −4,343−36.0% | Reduced |
| Friedenthal Financial | 7,710 | $775.5K | 0.48% | +7,710 | New |
| ProVise Management Group, LLC | 7,690 | $773.5K | 0.07% | −4,789−38.4% | Reduced |
| Parallel Advisors, LLC | 7,663 | $770.7K | 0.02% | +172+2.3% | Added |
| Transcend Wealth Collective, LLC | 7,644 | $768.9K | 0.06% | +1,857+32.1% | Added |
| Centaurus Financial, Inc. | 7,617 | $766.0K | 0.05% | +6,184+431.5% | Added |
| GAMMA Investing LLC | 7,593 | $763.7K | 0.16% | +290+4.0% | Added |
| Vident Advisory, LLC | 7,524 | $756.8K | 0.02% | +900+13.6% | Added |
| Harvest Fund Management Co., Ltd | 7,416 | $746.0K | 0.07% | +5,100+220.2% | Added |
| Firethorn Wealth Partners, LLC | 7,389 | $743.1K | 0.44% | −335−4.3% | Reduced |
| Dynamic Advisor Solutions LLC | 7,379 | $742.1K | 0.03% | +3,647+97.7% | Added |
| RFG Advisory, LLC | 7,326 | $736.8K | 0.03% | +4,822+192.6% | Added |