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 |
|---|---|---|---|---|---|
| AlTi Global, Inc. | 2,652 | $266.7K | 0.01% | +2,652 | New |
| iA Global Asset Management Inc. | 2,640 | $266.0K | 0.01% | +80+3.1% | Added |
| Aaron Wealth Advisors | 2,644 | $265.9K | 0.04% | +2,644 | New |
| Washington Trust Bank | 2,644 | $265.9K | 0.03% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 2,630 | $264.2K | 0.05% | 00.0% | Unchanged |
| Middleton & Co Inc | 2,622 | $263.7K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,619 | $263.4K | 0.01% | −453−14.7% | Reduced |
| Benjamin Edwards Inc | 2,615 | $263.0K | 0.05% | +2,615 | New |
| Newbridge Financial Services Group, Inc. | 2,589 | $260.4K | 0.11% | +42+1.6% | Added |
| Pine Valley Investments Ltd Liability Co | 2,584 | $259.9K | 0.02% | −298−10.3% | Reduced |
| TFC Financial Management | 2,553 | $256.8K | 0.05% | +3+0.1% | Added |
| Integrated Wealth Concepts LLC | 2,540 | $255.5K | 0.00% | +2,540 | New |
| Capstone Investment Advisors, LLC | 2,510 | $252.5K | 0.00% | +2,510 | New |
| Chevy Chase Trust Holdings, Inc. | 2,509 | $252.4K | 0.00% | +2,509 | New |
| Keystone Financial Group | 2,506 | $252.1K | 0.04% | +10.0% | Added |
| Edge Capital Group, LLC | 2,505 | $252.0K | 0.01% | −1,394−35.8% | Reduced |
| Silvercrest Asset Management Group LLC | 2,505 | $252.0K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 2,500 | $251.4K | 0.17% | 00.0% | Unchanged |
| Ballast, Inc. | 2,500 | $251.4K | 0.08% | 00.0% | Unchanged |
| Cedar Brook Financial Partners, LLC | 2,488 | $250.2K | 0.05% | +27+1.1% | Added |
| CAPROCK Group, Inc. | 2,483 | $249.7K | 0.01% | +54+2.2% | Added |
| Sand Hill Global Advisors, LLC | 2,480 | $249.4K | 0.01% | −563−18.5% | Reduced |
| Childress Capital Advisors, LLC | 2,476 | $249.0K | 0.07% | −525−17.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,466 | $248.0K | 0.02% | −14−0.6% | Reduced |
| Steel Peak Wealth Management LLC | 2,463 | $247.8K | 0.01% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 2,452 | $246.6K | 0.13% | +2,452 | New |
| Allianz SE | 2,452 | $246.6K | 0.01% | +2,452 | New |
| Flagship Harbor Advisors, LLC | 2,449 | $246.3K | 0.02% | +4+0.2% | Added |
| Hexagon Capital Partners LLC | 2,423 | $243.7K | 0.05% | −148−5.8% | Reduced |
| Granite FO LLC | 2,000 | $243.3K | 0.14% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 2,405 | $241.9K | 0.01% | −3,791−61.2% | Reduced |
| Banque Pictet & Cie SA | 2,400 | $241.4K | 0.00% | +2,400 | New |
| Whittier Trust Co | 2,395 | $240.9K | 0.00% | +103+4.5% | Added |
| D'Orazio & Associates, Inc. | 2,390 | $240.4K | 0.04% | +2,390 | New |
| Jefferies Financial Group Inc. | 2,383 | $239.7K | 0.00% | −41,407−94.6% | Reduced |
| SRS Capital Advisors, Inc. | 2,382 | $239.5K | 0.03% | +488+25.8% | Added |
| First National Trust Co | 2,370 | $238.4K | 0.01% | +2,370 | New |
| Objective Capital Management, LLC | 2,351 | $236.5K | 0.16% | +2,351 | New |
| Corton Capital Inc. | 2,348 | $236.2K | 0.09% | +2,348 | New |
| Haverford Trust Co | 2,333 | $234.7K | 0.00% | +2,333 | New |
| Fifth Lane Capital, LP | 2,324 | $233.7K | 0.30% | +2,324 | New |
| International Assets Investment Management, LLC | 2,308 | $230.8K | 0.02% | +2,308 | New |
| Scotia Capital Inc. | 2,288 | $230.1K | 0.00% | +2,288 | New |
| Pring Turner Capital Group Inc | 2,285 | $229.8K | 0.17% | +2,285 | New |
| Morningstar Investment Services LLC | 2,276 | $229.0K | 0.00% | −1,492−39.6% | Reduced |
| Sunbelt Securities, Inc. | 2,271 | $228.4K | 0.03% | 00.0% | Unchanged |
| Wedmont Private Capital | 2,263 | $226.9K | 0.02% | +2,263 | New |
| AMG National Trust Bank | 2,252 | $226.5K | 0.01% | +2,252 | New |
| MBB Public Markets I LLC | 2,251 | $226.4K | 0.01% | +2,251 | New |
| Fundamentun, LLC | 2,249 | $226.2K | 0.02% | −1,179−34.4% | Reduced |
| Garrison Bradford & Associates Inc | 2,251 | $226.0K | 0.23% | +2,251 | New |
| Drive Wealth Management, LLC | 2,239 | $225.2K | 0.06% | +2,239 | New |
| Cidel Asset Management Inc | 2,231 | $224.4K | 0.02% | +2,231 | New |
| Umb Bank N A | 2,225 | $223.8K | 0.00% | −1,575−41.4% | Reduced |
| Conservest Capital Advisors, Inc. | 2,204 | $221.7K | 0.02% | +2,204 | New |
| Balentine LLC | 2,190 | $220.3K | 0.01% | +2,190 | New |
| William Blair Investment Management, LLC | 2,188 | $220.1K | 0.00% | −496−18.5% | Reduced |
| MBM Wealth Consultants, LLC | 2,165 | $217.8K | 0.08% | +2,165 | New |
| Guyasuta Investment Advisors Inc | 2,609 | $216.2K | 0.02% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 2,145 | $215.8K | 0.09% | +2,145 | New |
| Aviance Capital Partners, LLC | 2,137 | $214.9K | 0.03% | −620−22.5% | Reduced |
| PFG Advisors | 2,125 | $213.7K | 0.02% | +2,125 | New |
| Foundations Investment Advisors, LLC | 2,120 | $213.2K | 0.01% | +2,120 | New |
| Lantz Financial LLC | 2,111 | $212.3K | 0.07% | +2,111 | New |
| Fifth Third Wealth Advisors LLC | 2,110 | $212.2K | 0.03% | +2,110 | New |
| Benedetti & Gucer, Inc. | 2,112 | $212.0K | 0.11% | −332−13.6% | Reduced |
| Beaton Management Co. Inc. | 2,100 | $211.0K | 0.11% | +2,100 | New |
| Atomi Financial Group, Inc. | 2,085 | $209.7K | 0.02% | +2,085 | New |
| AA Financial Advisors, LLC | 2,080 | $209.2K | 0.08% | +2,080 | New |
| Better Money Decisions, LLC | 2,069 | $208.1K | 0.17% | +2,069 | New |
| Imprint Wealth LLC | 2,067 | $206.7K | 0.05% | +2,067 | New |
| Aveo Capital Partners, LLC | 2,175 | $206.6K | 0.02% | +2,175 | New |
| BTC Capital Management, Inc. | 2,050 | $206.2K | 0.02% | +2,050 | New |
| Fairview Capital Investment Management, LLC | 2,026 | $203.8K | 0.01% | +2,026 | New |
| VELA Investment Management, LLC | 2,009 | $202.1K | 0.07% | +2,009 | New |
| Wellington Shields Capital Management, LLC | 2,000 | $201.2K | 0.04% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,000 | $201.2K | 0.01% | +2,000 | New |
| Bahl & Gaynor Inc | 2,000 | $201.2K | 0.00% | +2,000 | New |
| Douglass Winthrop Advisors, LLC | 2,000 | $201.2K | 0.00% | +2,000 | New |
| Benin Management CORP | 2,000 | $201.2K | 0.06% | +2,000 | New |
| Aureus Asset Management, LLC | 2,000 | $201.2K | 0.01% | +2,000 | New |
| Harbor Advisors LLC | 2,000 | $201.2K | 0.04% | +2,000 | New |
| Dynamic Technology Lab Private Ltd | 2,003 | $201.0K | 0.02% | +2,003 | New |
| St Germain D J Co Inc | 1,983 | $199.4K | 0.01% | +10+0.5% | Added |
| Ronald Blue Trust, Inc. | 1,926 | $193.7K | 0.00% | +1,608+505.7% | Added |
| Alta Advisers Ltd | 1,900 | $191.1K | 0.09% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 1,897 | $190.8K | 0.17% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3,625 | $190.4K | 0.17% | +1,000+38.1% | Added |
| GPS Wealth Strategies Group, LLC | 1,891 | $190.2K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,751 | $176.1K | 0.02% | −182−9.4% | Reduced |
| Bogart Wealth, LLC | 1,702 | $171.2K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,629 | $163.8K | 0.10% | +3+0.2% | Added |
| GeoWealth Management, LLC | 1,614 | $162.3K | 0.01% | +1,597+9,394.1% | Added |
| Hoey Investments, Inc | 1,569 | $157.8K | 0.04% | 00.0% | Unchanged |
| Covestor Ltd | 1,463 | $147.0K | 0.09% | +1,106+309.8% | Added |
| HHM Wealth Advisors, LLC | 1,400 | $140.8K | 0.02% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 1,376 | $138.4K | 0.07% | +1,376 | New |
| Rosenberg Matthew Hamilton | 1,367 | $136.7K | 0.04% | +107+8.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,355 | $136.3K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,339 | $134.7K | 0.02% | +115+9.4% | Added |