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 |
|---|---|---|---|---|---|
| FreeGulliver LLC | 4,224 | $424.9K | 0.38% | +851+25.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 4,211 | $423.5K | 0.01% | −764−15.4% | Reduced |
| Hamilton Capital Partners Inc. | 4,200 | $422.4K | 0.05% | +2,100+100.0% | Added |
| Prelude Capital Management, LLC | 4,200 | $422.4K | 0.03% | +4,200 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 4,200 | $422.4K | 0.00% | +4,200 | New |
| Ethic Inc. | 4,200 | $422.4K | 0.01% | +138+3.4% | Added |
| Fort Sheridan Advisors LLC | 4,182 | $420.7K | 0.08% | +10.0% | Added |
| EP Wealth Advisors, LLC | 4,162 | $418.6K | 0.00% | −1,460−26.0% | Reduced |
| Watershed Private Wealth LLC | 4,157 | $418.1K | 0.19% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 4,153 | $417.7K | 0.01% | +931+28.9% | Added |
| Petrus Trust Company, LTA | 4,148 | $417.2K | 0.04% | +4,148 | New |
| Premier Path Wealth Partners, LLC | 4,132 | $417.1K | 0.08% | −33−0.8% | Reduced |
| Concord Wealth Partners | 4,121 | $414.5K | 0.07% | +3,153+325.7% | Added |
| Total Clarity Wealth Management, Inc. | 4,060 | $408.4K | 0.14% | +4,060 | New |
| Belpointe Asset Management LLC | 4,046 | $407.0K | 0.03% | +878+27.7% | Added |
| Venture Visionary Partners LLC | 4,040 | $406.3K | 0.02% | +10.0% | Added |
| Kavar Capital Partners Group, LLC | 4,022 | $404.5K | 0.07% | −4,022−50.0% | Reduced |
| Arkadios Wealth Advisors | 4,010 | $403.3K | 0.03% | −655−14.0% | Reduced |
| Register Financial Advisors LLC | 3,991 | $401.4K | 0.21% | −448−10.1% | Reduced |
| Bridgefront Capital, LLC | 3,988 | $401.1K | 0.30% | −2,908−42.2% | Reduced |
| Northwest & Ethical Investments L.P. | 3,949 | $397.2K | 0.01% | +3,949 | New |
| Operose Advisors LLC | 3,925 | $394.8K | 0.13% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 3,859 | $388.1K | 0.04% | −557−12.6% | Reduced |
| Keel Point, LLC | 3,832 | $385.4K | 0.04% | +607+18.8% | Added |
| Ade, LLC | 3,805 | $382.7K | 0.26% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,795 | $381.7K | 0.04% | −120−3.1% | Reduced |
| Panagora Asset Management Inc | 3,772 | $379.4K | 0.00% | +240+6.8% | Added |
| TAGStone Capital, Inc. | 3,760 | $378.0K | 0.22% | +7+0.2% | Added |
| Resurgent Financial Advisors LLC | 3,757 | $377.9K | 0.20% | +49+1.3% | Added |
| Greenleaf Trust | 3,741 | $376.3K | 0.00% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 3,729 | $375.1K | 0.01% | −453−10.8% | Reduced |
| Ssi Investment Management LLC | 3,711 | $373.3K | 0.03% | −41−1.1% | Reduced |
| L.M. Kohn & Company | 3,645 | $366.6K | 0.10% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3,681 | $365.6K | 0.02% | −4,438−54.7% | Reduced |
| Peapack Gladstone Financial Corp | 3,616 | $364.0K | 0.01% | −50−1.4% | Reduced |
| Symmetry Partners, LLC | 3,597 | $362.0K | 0.03% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 3,711 | $359.1K | 0.01% | +503+15.7% | Added |
| Leo Wealth, LLC | 3,571 | $359.1K | 0.04% | +490+15.9% | Added |
| Duality Advisers, LP | 3,568 | $358.9K | 0.04% | +3,568 | New |
| Citizens National Bank Trust Department | 3,555 | $357.6K | 0.08% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 3,551 | $357.2K | 0.14% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,550 | $357.1K | 0.02% | +159+4.7% | Added |
| Avantax Advisory Services, Inc. | 3,522 | $354.3K | 0.00% | −45−1.3% | Reduced |
| Lakeview Capital Partners, LLC | 3,520 | $354.1K | 0.06% | −148−4.0% | Reduced |
| Hodges Capital Management Inc. | 3,516 | $354.0K | 0.02% | −496−12.4% | Reduced |
| Paloma Partners Management Co | 3,479 | $349.9K | 0.05% | +3,479 | New |
| Huntington National Bank | 3,435 | $345.5K | 0.00% | +1,360+65.5% | Added |
| Fiduciary Family Office, LLC | 3,417 | $343.7K | 0.13% | −3,740−52.3% | Reduced |
| Summit Financial, LLC | 3,415 | $343.5K | 0.02% | −279−7.6% | Reduced |
| Polymer Capital Management (HK) LTD | 3,400 | $342.0K | 0.09% | +3,400 | New |
| Avantax Planning Partners, Inc. | 3,384 | $340.4K | 0.01% | +3,384 | New |
| Carmichael Hill & Associates, Inc. | 3,370 | $339.0K | 0.14% | +5+0.1% | Added |
| Johnson Investment Counsel Inc | 3,369 | $338.9K | 0.00% | −97−2.8% | Reduced |
| Glenview Trust Co | 3,364 | $338.4K | 0.01% | −11−0.3% | Reduced |
| Essex Savings Bank | 4,057 | $336.1K | 0.10% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 4,001 | $331.5K | 0.09% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 3,288 | $330.8K | 0.09% | −145−4.2% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,261 | $328.0K | 0.02% | −62−1.9% | Reduced |
| Manchester Capital Management LLC | 3,251 | $327.0K | 0.04% | +250+8.3% | Added |
| Ostrum Asset Management | 3,247 | $326.6K | 0.03% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3,210 | $322.9K | 0.05% | +3,210 | New |
| Cypress Wealth Services, LLC | 3,201 | $322.0K | 0.08% | +14+0.4% | Added |
| Apella Capital, LLC | 3,196 | $320.5K | 0.02% | +3+0.1% | Added |
| Sovereign Financial Group, Inc. | 3,179 | $319.7K | 0.08% | +19+0.6% | Added |
| Blueshift Asset Management, LLC | 3,169 | $318.7K | 0.17% | +3,169 | New |
| Masso Torrence Wealth Management Inc. | 3,163 | $318.1K | 0.19% | +10.0% | Added |
| Parallax Volatility Advisers, L.P. | 3,141 | $315.9K | 0.01% | +3,141 | New |
| Zions Bancorporation, N.A. | 3,097 | $311.5K | 0.02% | −33−1.1% | Reduced |
| Sivia Capital Partners, LLC | 3,090 | $310.8K | 0.21% | −105−3.3% | Reduced |
| Cornerstone Advisory, LLC | 3,085 | $310.3K | 0.04% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 3,074 | $309.2K | 0.01% | +3,074 | New |
| U.S. Capital Wealth Advisors, LLC | 3,065 | $308.2K | 0.01% | +6+0.2% | Added |
| Mainstay Capital Management LLC | 3,052 | $307.0K | 0.06% | +3,052 | New |
| Maven Securities LTD | 3,037 | $305.5K | 0.02% | +3,037 | New |
| Argent Trust Co | 3,035 | $305.3K | 0.01% | +3,035 | New |
| Hantz Financial Services, Inc. | 3,025 | $304.0K | 0.01% | −84,402−96.5% | Reduced |
| Mayflower Financial Advisors, LLC | 3,022 | $304.0K | 0.05% | +8+0.3% | Added |
| Trustmark National Bank Trust Department | 3,012 | $302.9K | 0.02% | +3,012 | New |
| Coastal Investment Advisors, Inc. | 3,009 | $302.6K | 0.06% | +3,009 | New |
| Wellington Shields & Co., LLC | 3,000 | $301.7K | 0.10% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 3,000 | $301.7K | 0.12% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 3,000 | $300.0K | 0.18% | 00.0% | Unchanged |
| XML Financial, LLC | 2,972 | $298.9K | 0.03% | −198−6.2% | Reduced |
| Northside Capital Management, LLC | 2,903 | $292.0K | 0.05% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,900 | $291.7K | 0.01% | +92+3.3% | Added |
| Montag A & Associates Inc | 2,878 | $289.4K | 0.01% | +84+3.0% | Added |
| Camden Capital, LLC | 2,856 | $287.3K | 0.03% | +102+3.7% | Added |
| LFA - Lugano Financial Advisors SA | 2,850 | $286.7K | 0.21% | +1,400+96.6% | Added |
| Vestmark Advisory Solutions, Inc. | 2,849 | $286.6K | 0.01% | +2,849 | New |
| Evergreen Capital Management LLC | 2,816 | $283.3K | 0.01% | +10+0.4% | Added |
| Oxford Asset Management LLP | 2,762 | $277.8K | 0.30% | −4,696−63.0% | Reduced |
| Evercore Wealth Management, LLC | 2,760 | $277.6K | 0.00% | −295−9.7% | Reduced |
| Atom Investors LP | 2,746 | $276.2K | 0.03% | +2,746 | New |
| Virtus Family Office LLC | 2,741 | $275.7K | 0.44% | −55−2.0% | Reduced |
| Northwest Bancshares, Inc. | 2,725 | $274.1K | 0.04% | 00.0% | Unchanged |
| Allstate Corp | 2,709 | $272.5K | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 2,708 | $272.4K | 0.04% | +2,708 | New |
| Exchange Traded Concepts, LLC | 2,690 | $270.6K | 0.01% | +2,657+8,051.5% | Added |
| Abn Amro Investment Solutions | 2,668 | $268.3K | 0.00% | −190−6.6% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,661 | $267.7K | 0.19% | −15−0.6% | Reduced |