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 |
|---|---|---|---|---|---|
| Integrated Investment Consultants, LLC | 7,311 | $735.3K | 0.20% | +680+10.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 7,090 | $713.1K | 0.04% | +5+0.1% | Added |
| Fidelis Capital Partners, LLC | 7,090 | $713.1K | 0.11% | +1,543+27.8% | Added |
| Linscomb & Williams, Inc. | 7,000 | $704.1K | 0.04% | 00.0% | Unchanged |
| Mosaic Financial Group, LLC | 7,000 | $704.0K | 0.56% | +7,000 | New |
| Marks Group Wealth Management, Inc | 6,972 | $701.2K | 0.07% | −508−6.8% | Reduced |
| Moloney Securities Asset Management, LLC | 6,950 | $699.0K | 0.11% | −199−2.8% | Reduced |
| Steward Partners Investment Solutions, LLC | 6,948 | $698.8K | 0.12% | +6,948 | New |
| Cigna Investments Inc | 6,891 | $693.0K | 0.13% | −115−1.6% | Reduced |
| Gsa Capital Partners LLP | 6,881 | $692.0K | 0.05% | +6,881 | New |
| American International Group, Inc. | 6,847 | $688.7K | 0.00% | −32−0.5% | Reduced |
| Vontobel Holding Ltd. | 6,819 | $685.9K | 0.01% | −1,773−20.6% | Reduced |
| HB Wealth Management, LLC | 6,805 | $684.5K | 0.01% | +161+2.4% | Added |
| Capital CS Group, LLC | 6,689 | $672.8K | 0.67% | +6,689 | New |
| Principal Street Partners, LLC | 6,667 | $671.1K | 0.13% | −1,289−16.2% | Reduced |
| Old National Bancorp | 6,634 | $667.2K | 0.02% | +595+9.9% | Added |
| Diligent Investors, LLC | 6,594 | $663.2K | 0.17% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 6,500 | $653.8K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,495 | $653.3K | 0.01% | +459+7.6% | Added |
| Quantinno Capital Management LP | 6,496 | $653.0K | 0.01% | +963+17.4% | Added |
| Merit Financial Group, LLC | 6,842 | $650.1K | 0.02% | +1,266+22.7% | Added |
| Visionary Wealth Advisors | 6,435 | $647.2K | 0.04% | −281−4.2% | Reduced |
| First Bank & Trust | 6,432 | $646.9K | 0.13% | +774+13.7% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,416 | $645.4K | 0.18% | −3,499−35.3% | Reduced |
| Sigma Planning Corp | 6,350 | $638.8K | 0.02% | +6,350 | New |
| GWM Advisors LLC | 6,345 | $638.2K | 0.01% | +1,978+45.3% | Added |
| Redwood Investment Management, LLC | 6,333 | $637.0K | 0.06% | −1,279−16.8% | Reduced |
| Welch & Forbes LLC | 6,275 | $631.1K | 0.01% | −275−4.2% | Reduced |
| Stratos Wealth Advisors, LLC | 6,224 | $626.0K | 0.04% | −1,334−17.7% | Reduced |
| Guggenheim Capital LLC | 6,170 | $620.6K | 0.00% | +1,646+36.4% | Added |
| Spirepoint Private Client, LLC | 6,132 | $616.8K | 0.09% | +6,132 | New |
| Numerai GP LLC | 6,051 | $608.6K | 0.26% | +2,892+91.5% | Added |
| Veriti Management LLC | 6,022 | $605.7K | 0.05% | −2,489−29.2% | Reduced |
| Guinness Asset Management LTD | 5,906 | $594.0K | 0.01% | −1,058−15.2% | Reduced |
| CIC Wealth, LLC | 5,885 | $591.9K | 0.17% | +1,330+29.2% | Added |
| Summit Trail Advisors, LLC | 5,881 | $591.5K | 0.02% | +1,472+33.4% | Added |
| Carnegie Capital Asset Management, LLC | 5,759 | $579.2K | 0.02% | −209−3.5% | Reduced |
| Buckingham Strategic Partners | 5,695 | $572.8K | 0.02% | +5,695 | New |
| Good Life Advisors, LLC | 5,672 | $570.5K | 0.05% | +8+0.1% | Added |
| 9258 Wealth Management, LLC | 5,646 | $567.9K | 0.09% | +814+16.8% | Added |
| KCM Investment Advisors LLC | 5,633 | $566.6K | 0.02% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 5,616 | $564.9K | 0.09% | +5,616 | New |
| Simplex Trading, LLC | 5,548 | $558.0K | 0.02% | −1,628−22.7% | Reduced |
| MJP Associates Inc | 5,466 | $549.8K | 0.12% | +5,466 | New |
| Arlington Financial Advisors, LLC | 5,465 | $549.7K | 0.12% | 00.0% | Unchanged |
| AXA S.A. | 5,433 | $546.5K | 0.00% | −17−0.3% | Reduced |
| Crossmark Global Holdings, Inc. | 5,425 | $545.0K | 0.01% | +1,146+26.8% | Added |
| Simon Quick Advisors, LLC | 5,415 | $544.7K | 0.04% | +5,415 | New |
| Bartlett & Co. Wealth Management LLC | 5,400 | $543.1K | 0.01% | −600−10.0% | Reduced |
| Penserra Capital Management LLC | 5,350 | $537.0K | 0.01% | +4,881+1,040.7% | Added |
| Samalin Investment Counsel, LLC | 5,336 | $536.7K | 0.26% | −445−7.7% | Reduced |
| Ieq Capital, LLC | 5,252 | $528.3K | 0.01% | +551+11.7% | Added |
| Lake Street Advisors Group, LLC | 5,230 | $526.0K | 0.02% | −902−14.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,191 | $522.1K | 0.02% | +1,057+25.6% | Added |
| NFC Investments, LLC | 5,140 | $517.0K | 0.15% | +5,140 | New |
| Baker Tilly Wealth Management, LLC | 5,138 | $516.8K | 0.09% | −102−1.9% | Reduced |
| Lido Advisors, LLC | 5,072 | $510.1K | 0.00% | −503−9.0% | Reduced |
| JustInvest LLC | 5,068 | $509.8K | 0.01% | +233+4.8% | Added |
| Horizon Kinetics Asset Management LLC | 5,058 | $508.7K | 0.01% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 5,044 | $507.3K | 0.12% | −1,191−19.1% | Reduced |
| MYDA Advisors LLC | 5,000 | $502.9K | 0.18% | +5,000 | New |
| Rakuten Investment Management, Inc. | 4,978 | $500.7K | 0.00% | +4,566+1,108.3% | Added |
| Resources Investment Advisors, LLC. | 4,944 | $497.3K | 0.01% | +329+7.1% | Added |
| Carolinas Wealth Consulting LLC | 4,939 | $496.8K | 0.10% | +4,117+500.9% | Added |
| Islay Capital Management, LLC | 4,881 | $490.9K | 0.37% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 4,857 | $488.5K | 0.01% | −753−13.4% | Reduced |
| BNP Paribas | 4,850 | $487.8K | 0.02% | +4,850 | New |
| Edgemoor Investment Advisors, Inc. | 4,840 | $486.8K | 0.05% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 4,845 | $486.0K | 0.03% | −6−0.1% | Reduced |
| Eschler Asset Management LLP | 4,815 | $486.0K | 0.31% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 4,820 | $484.8K | 0.08% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 4,717 | $483.2K | 0.21% | +4,717 | New |
| Duncker Streett & Co Inc | 4,800 | $482.8K | 0.10% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 4,750 | $477.8K | 0.26% | 00.0% | Unchanged |
| Fusion Capital, LLC | 4,709 | $473.6K | 0.22% | +8+0.2% | Added |
| Fortress Wealth Group, LLC | 4,631 | $473.4K | 0.25% | −598−11.4% | Reduced |
| Aft, Forsyth & Sober, LLC | 4,700 | $472.7K | 0.17% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 4,696 | $472.3K | 0.09% | +4,696 | New |
| Emprise Bank | 4,681 | $470.8K | 0.32% | +4,681 | New |
| Apollon Wealth Management, LLC | 4,640 | $466.6K | 0.01% | −1,507−24.5% | Reduced |
| Crestwood Advisors Group LLC | 4,564 | $459.0K | 0.01% | +1,858+68.7% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 4,550 | $457.6K | 0.01% | +4,550 | New |
| Family Management Corp | 4,538 | $456.4K | 0.08% | 00.0% | Unchanged |
| RDA Financial Network | 4,531 | $455.8K | 0.16% | −83−1.8% | Reduced |
| Calamos Wealth Management LLC | 4,528 | $455.4K | 0.03% | 00.0% | Unchanged |
| Keystone Investors Pte Ltd | 4,528 | $455.4K | 0.04% | +4,528 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,508 | $453.4K | 0.02% | +4,508 | New |
| MGB Wealth Management, LLC | 4,500 | $452.6K | 0.18% | −600−11.8% | Reduced |
| Baldwin Investment Management, LLC | 4,500 | $452.6K | 0.06% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 4,500 | $452.6K | 0.10% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 4,478 | $450.4K | 0.01% | −2,452−35.4% | Reduced |
| Gateway Advisory, LLC | 4,450 | $447.6K | 0.08% | −50−1.1% | Reduced |
| Evoke Wealth, LLC | 4,416 | $444.2K | 0.01% | +4,416 | New |
| TFB Advisors LLC | 4,623 | $439.8K | 0.16% | +1,022+28.4% | Added |
| Leonteq Securities AG | 4,353 | $437.8K | 0.06% | −212−4.6% | Reduced |
| First Horizon Advisors, Inc. | 4,350 | $437.5K | 0.01% | −635−12.7% | Reduced |
| Meeder Advisory Services, Inc. | 4,313 | $433.8K | 0.04% | +463+12.0% | Added |
| Prospera Financial Services Inc | 4,310 | $433.5K | 0.01% | −506−10.5% | Reduced |
| MONECO Advisors, LLC | 4,280 | $430.5K | 0.07% | +91+2.2% | Added |
| Kovack Advisors, Inc. | 4,251 | $427.5K | 0.05% | −53−1.2% | Reduced |