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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.

Other share classesKKRSKKRTKKR.PD

13F holders, Q2 2024

Institutional positions in KKR & Co. Inc. as of Jun 30, 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
1,068
+47 vs. Q1 2024
Shares held
536.4M
+31.7M (+6.3%) vs. Q1 2024
Total value
$56.4B
+$5.74B (+11.3%) vs. Q1 2024
New holders
138
449 more added
Sold out
91
309 more reduced

12 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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.

Institutional holdersQ2 2024: 1,068 institutions
Q1 2021: 651 institutionsQ2 2021: 704 institutionsQ3 2021: 745 institutionsQ4 2021: 833 institutionsQ1 2022: 786 institutionsQ2 2022: 732 institutionsQ3 2022: 709 institutionsQ4 2022: 730 institutionsQ1 2023: 742 institutionsQ2 2023: 758 institutionsQ3 2023: 792 institutionsQ4 2023: 918 institutionsQ1 2024: 1,033 institutionsQ2 2024: 1,068 institutionsQ3 2024: 1,172 institutionsQ4 2024: 1,324 institutionsQ1 2025: 1,290 institutionsQ2 2025: 1,331 institutionsQ3 2025: 1,377 institutionsQ4 2025: 1,403 institutionsQ1 2026: 1,285 institutionsQ2 2026: 1,284 institutions
Value heldQ2 2024: $56.4B
Q1 2021: $22.1BQ2 2021: $26.5BQ3 2021: $27.1BQ4 2021: $33.1BQ1 2022: $26.0BQ2 2022: $21.1BQ3 2022: $20.2BQ4 2022: $22.1BQ1 2023: $25.2BQ2 2023: $26.8BQ3 2023: $31.1BQ4 2023: $41.8BQ1 2024: $50.8BQ2 2024: $56.4BQ3 2024: $69.3BQ4 2024: $78.9BQ1 2025: $61.8BQ2 2025: $71.4BQ3 2025: $68.9BQ4 2025: $69.3BQ1 2026: $49.0BQ2 2026: $50.2B
Institutions holding KKR and their total value by quarter
QuarterHoldersValue
Q2 20261,284$50.2B
Q1 20261,285$49.0B
Q4 20251,403$69.3B
Q3 20251,377$68.9B
Q2 20251,331$71.4B
Q1 20251,290$61.8B
Q4 20241,324$78.9B
Q3 20241,172$69.3B
Q2 20241,068$56.4B
Q1 20241,033$50.8B
Q4 2023918$41.8B
Q3 2023792$31.1B
Q2 2023758$26.8B
Q1 2023742$25.2B
Q4 2022730$22.1B
Q3 2022709$20.2B
Q2 2022732$21.1B
Q1 2022786$26.0B
Q4 2021833$33.1B
Q3 2021745$27.1B
Q2 2021704$26.5B
Q1 2021651$22.1B

Institutions, Q2 2024

Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q1 2024.

Institutions holding KKR in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
FinTrust Capital Advisors, LLC178$00.00%+161+947.1%Added
Dogwood Wealth Management LLC0$70.00%0Unchanged
Beaird Harris Wealth Management, LLC1$540.00%+1New
Y.D. More Investments Ltd360$1010.00%+360New
Financial Network Wealth Advisors LLC2$2100.00%+2New
Qube Research & Technologies Ltd3$3160.00%−776,194−100.0%Reduced
Scarborough Advisors, LLC4$4210.00%+4New
Continuum Advisory, LLC5$5260.00%00.0%Unchanged
Abich Financial Wealth Management LLC5$5260.00%+5New
Castleview Partners, LLC7$7370.00%−4−36.4%Reduced
Avion Wealth14$1.00K0.00%00.0%Unchanged
Baldwin Brothers Inc10$1.05K0.00%+10New
DHJJ Financial Advisors, Ltd.10$1.05K0.00%00.0%Unchanged
Core Alternative Capital12$1.26K0.00%00.0%Unchanged
WestEnd Advisors, LLC12$1.26K0.00%+12New
Aspect Partners, LLC13$1.37K0.00%+13New
Westside Investment Management, Inc.18$1.89K0.00%+18New
Geneos Wealth Management Inc.19$2.00K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC24$2.53K0.00%+6+33.3%Added
Insight Financial Services25$2.63K0.00%00.0%Unchanged
Highline Wealth Partners LLC26$2.74K0.00%+26New
Tucker Asset Management LLC30$3.16K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.30$3.16K0.00%+5+20.0%Added
PFS Partners, LLC35$3.68K0.00%00.0%Unchanged
First PREMIER Bank39$4.00K0.00%00.0%Unchanged
Annis Gardner Whiting Capital Advisors, LLC41$4.32K0.00%+41New
Redmont Wealth Advisors LLC44$4.63K0.01%00.0%Unchanged
Valued Wealth Advisors LLC44$4.63K0.00%+32+266.7%Added
Bell Investment Advisors, Inc46$4.84K0.00%00.0%Unchanged
Park Place Capital Corp47$4.95K0.00%00.0%Unchanged
Pacific Center for Financial Services47$4.95K0.00%00.0%Unchanged
Salem Investment Counselors Inc51$5.37K0.00%00.0%Unchanged
Wolff Wiese Magana LLC51$5.37K0.00%+15+41.7%Added
Private Wealth Management Group, LLC53$5.58K0.00%−1−1.9%Reduced
Financial Management Professionals, Inc.57$6.00K0.00%00.0%Unchanged
Stephens Consulting, LLC59$6.21K0.00%+59New
Bellevue Asset Management, LLC60$6.31K0.00%−2−3.2%Reduced
Exchange Traded Concepts, LLC61$6.42K0.00%−2,629−97.7%Reduced
MV Capital Management, Inc.64$6.74K0.00%+35+120.7%Added
Fairman Group, LLC66$6.95K0.01%00.0%Unchanged
Colonial Trust Co71$7.50K0.00%+8+12.7%Added
CoreCap Advisors, LLC72$7.58K0.00%+64+800.0%Added
Capital Advisors, Ltd. LLC75$8.00K0.00%−5−6.3%Reduced
Grove Bank & Trust84$8.84K0.00%00.0%Unchanged
Beacon Capital Management, LLC86$9.07K0.00%00.0%Unchanged
Proequities, Inc.96$10.1K0.00%+47+95.9%Added
Sachetta, LLC86$10.3K0.00%+63+273.9%Added
Empirical Asset Management, LLC10,331$10.3K0.00%+10,331New
State of Tennessee, Treasury Department100$10.5K0.00%+100New
Clear Point Advisors Inc.105$11.1K0.01%+105New
Creative Financial Designs Inc108$11.4K0.00%00.0%Unchanged
Cedar Wealth Management, LLC109$11.5K0.00%−47−30.1%Reduced
JFS Wealth Advisors, LLC110$11.6K0.00%−144−56.7%Reduced
BOK Financial Private Wealth, Inc.116$12.2K0.00%00.0%Unchanged
GW&K Investment Management, LLC127$13.0K0.00%+127New
Crewe Advisors LLC125$13.2K0.00%−343−73.3%Reduced
Atticus Wealth Management, LLC133$14.0K0.00%00.0%Unchanged
Oakworth Capital, Inc.147$15.5K0.00%00.0%Unchanged
Raleigh Capital Management Inc.150$15.8K0.01%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC160$16.0K0.00%+160New
Pacific Capital Wealth Advisors, Inc167$17.6K0.00%+132+377.1%Added
Thurston, Springer, Miller, Herd & Titak, Inc.178$18.7K0.01%+178New
Pathway Financial Advisers, LLC186$19.5K0.01%+1+0.5%Added
Great Lakes Retirement, Inc.193$20.3K0.00%+193New
Meeder Asset Management Inc199$20.9K0.00%+14+7.6%Added
Harbour Investments, Inc.209$22.0K0.00%00.0%Unchanged
Quent Capital, LLC214$22.5K0.00%+102+91.1%Added
Migdal Insurance & Financial Holdings Ltd.217$23.0K0.00%+217New
Central Trust Co222$23.4K0.00%+102+85.0%Added
Compass Wealth Management LLC228$24.0K0.01%00.0%Unchanged
Armstrong Advisory Group, Inc232$24.4K0.00%00.0%Unchanged
Resources Management Corp250$26.0K0.00%00.0%Unchanged
Mather Group, LLC.264$26.6K0.00%+208+371.4%Added
Versant Capital Management, Inc253$26.6K0.01%+218+622.9%Added
Pinnacle Bancorp, Inc.267$28.1K0.01%−18−6.3%Reduced
Riverview Trust Co273$28.7K0.03%00.0%Unchanged
Coppell Advisory Solutions LLC276$29.0K0.00%+276New
Naples Money Management LLC300$31.4K0.03%−55−15.5%Reduced
Ofi Invest Asset Management339$33.3K0.00%−31−8.4%Reduced
CGC Financial Services, LLC325$34.2K0.01%00.0%Unchanged
RFP Financial Group LLC326$34.3K0.01%+40+14.0%Added
NBC Securities, Inc.350$36.0K0.00%+16+4.8%Added
American National Bank351$36.9K0.00%+235+202.6%Added
Kayne Anderson Rudnick Investment Management LLC357$37.7K0.00%+19+5.6%Added
Towarzystwo Funduszy Inwestycyjnych Pzu SA360$37.9K0.01%00.0%Unchanged
Farmers & Merchants Investments Inc365$38.4K0.00%+365New
AdvisorNet Financial, Inc367$38.6K0.00%−52−12.4%Reduced
Missouri Trust & Investment Co368$38.7K0.01%−65−15.0%Reduced
Western Pacific Wealth Management, LP382$40.2K0.03%+282+282.0%Added
Glen Eagle Advisors, LLC427$44.9K0.01%+85+24.9%Added
Riggs Asset Managment Co. Inc.445$46.8K0.01%+15+3.5%Added
Deseret Mutual Benefit Administrators448$47.1K0.02%−75−14.3%Reduced
Massmutual Trust Co FSB452$47.6K0.00%+179+65.6%Added
SOA Wealth Advisors, LLC.453$47.6K0.01%00.0%Unchanged
Hazlett, Burt & Watson, Inc.450$49.0K0.03%00.0%Unchanged
Smartleaf Asset Management LLC464$49.1K0.01%+427+1,154.1%Added
First United Bank Trust500$52.6K0.02%00.0%Unchanged
Planning Capital Management Corp500$52.6K0.04%00.0%Unchanged
Compagnie Lombard Odier SCmA500$52.6K0.00%+500New
Redwood Wealth Management Group, LLC500$52.6K0.04%+500New