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, 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.
| 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, Q2 2024
Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harel Insurance Investments & Financial Services Ltd. | 500 | $53.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 503 | $53.0K | 0.02% | +503 | New |
| Silicon Valley Capital Partners | 507 | $53.4K | 0.01% | +1+0.2% | Added |
| SJS Investment Consulting Inc. | 520 | $54.7K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 549 | $57.8K | 0.01% | +1+0.2% | Added |
| Kings Path Partners LLC | 556 | $58.5K | 0.03% | +556 | New |
| Arcadia Investment Management Corp | 568 | $59.8K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 575 | $60.5K | 0.01% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 604 | $63.6K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 625 | $65.8K | 0.03% | +500+400.0% | Added |
| Bruce G. Allen Investments, LLC | 638 | $67.1K | 0.06% | −85−11.8% | Reduced |
| Washington Trust Advisors, Inc. | 677 | $71.3K | 0.01% | +57+9.2% | Added |
| Cromwell Holdings LLC | 703 | $74.0K | 0.04% | +703 | New |
| AlphaCentric Advisors LLC | 706 | $74.3K | 0.05% | +706 | New |
| Gen-Wealth Partners Inc | 710 | $74.7K | 0.04% | +710 | New |
| TSFG, LLC | 726 | $76.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 753 | $80.0K | 0.00% | −77−9.3% | Reduced |
| WR Wealth Planners, LLC | 765 | $80.5K | 0.02% | +251+48.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 769 | $81.0K | 0.00% | +89+13.1% | Added |
| Canton Hathaway, LLC | 800 | $84.0K | 0.02% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 826 | $86.9K | 0.03% | +826 | New |
| Cornerstone Planning Group LLC | 847 | $90.0K | 0.03% | +834+6,415.4% | Added |
| NBT Bank N A | 860 | $90.5K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 861 | $90.6K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 899 | $94.6K | 0.01% | −387−30.1% | Reduced |
| LRI Investments, LLC | 919 | $96.7K | 0.01% | +919 | New |
| Sound Income Strategies, LLC | 978 | $103.0K | 0.01% | +1+0.1% | Added |
| Perkins Coie Trust Co | 984 | $103.6K | 0.02% | 00.0% | Unchanged |
| Delta Asset Management LLC | 991 | $104.3K | 0.01% | 00.0% | Unchanged |
| Motco | 1,000 | $105.2K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,000 | $105.2K | 0.02% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 1,000 | $105.2K | 0.09% | 00.0% | Unchanged |
| Ossiam | 1,002 | $105.5K | 0.00% | −98,469−99.0% | Reduced |
| Quadrant Capital Group LLC | 1,007 | $106.0K | 0.01% | +23+2.3% | Added |
| ZRC Wealth Management, LLC | 1,025 | $107.9K | 0.05% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 934 | $115.3K | 0.01% | +934 | New |
| Parkside Financial Bank & Trust | 1,178 | $124.0K | 0.02% | −161−12.0% | Reduced |
| Hollencrest Capital Management | 1,190 | $125.2K | 0.01% | −50−4.0% | Reduced |
| Trust Co of Vermont | 1,200 | $126.3K | 0.01% | +200+20.0% | Added |
| Stephenson National Bank & Trust | 1,204 | $126.7K | 0.04% | +12+1.0% | Added |
| Rosenberg Matthew Hamilton | 1,303 | $136.2K | 0.04% | −64−4.7% | Reduced |
| Brown Brothers Harriman & Co | 1,312 | $138.1K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,355 | $142.6K | 0.01% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 1,376 | $144.8K | 0.06% | 00.0% | Unchanged |
| Quarry LP | 1,391 | $146.4K | 0.06% | +1,254+915.3% | Added |
| Emerald Mutual Fund Advisers Trust | 1,444 | $152.0K | 0.01% | +1,444 | New |
| Covestor Ltd | 1,470 | $155.0K | 0.10% | +7+0.5% | Added |
| Valley National Advisers Inc | 1,525 | $160.0K | 0.02% | +243+19.0% | Added |
| Hoey Investments, Inc | 1,569 | $165.1K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,586 | $166.9K | 0.02% | +268+20.3% | Added |
| Tower View Investment Management & Research LLC | 1,632 | $171.7K | 0.10% | +3+0.2% | Added |
| GeoWealth Management, LLC | 1,708 | $179.8K | 0.01% | +94+5.8% | Added |
| Webster Bank, N. A. | 1,739 | $183.0K | 0.02% | −12−0.7% | Reduced |
| Harbor Investment Advisory, LLC | 1,763 | $185.5K | 0.02% | +1,763 | New |
| Bogart Wealth, LLC | 1,789 | $188.3K | 0.01% | +87+5.1% | Added |
| Lynx Investment Advisory | 1,845 | $194.2K | 0.14% | +1,845 | New |
| Whittier Trust Co of Nevada Inc | 1,855 | $195.2K | 0.01% | +755+68.6% | Added |
| GPS Wealth Strategies Group, LLC | 1,891 | $199.0K | 0.03% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 1,897 | $199.6K | 0.17% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,900 | $200.0K | 0.10% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 1,907 | $200.7K | 0.00% | +1,907 | New |
| Bridgefront Capital, LLC | 1,912 | $201.2K | 0.08% | −2,076−52.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,945 | $204.7K | 0.01% | +1,945 | New |
| Cidel Asset Management Inc | 1,952 | $205.4K | 0.02% | −279−12.5% | Reduced |
| St Germain D J Co Inc | 1,973 | $207.6K | 0.01% | −10−0.5% | Reduced |
| Edge Capital Group, LLC | 1,980 | $208.4K | 0.01% | −525−21.0% | Reduced |
| Modera Wealth Management, LLC | 1,983 | $208.7K | 0.00% | +1,983 | New |
| Fortis Advisors, LLC | 2,000 | $210.5K | 0.15% | −500−20.0% | Reduced |
| Allianz SE | 2,000 | $210.5K | 0.01% | −452−18.4% | Reduced |
| Granite FO LLC | 2,000 | $210.5K | 0.13% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,000 | $210.5K | 0.01% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 2,000 | $210.5K | 0.00% | 00.0% | Unchanged |
| Benin Management CORP | 2,000 | $210.5K | 0.06% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 2,000 | $210.5K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,000 | $210.5K | 0.04% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $210.5K | 0.04% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 2,009 | $211.4K | 0.07% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,019 | $212.5K | 0.03% | +2,019 | New |
| Summit Global Investments | 2,022 | $213.0K | 0.01% | +2,022 | New |
| Fairview Capital Investment Management, LLC | 2,026 | $213.3K | 0.01% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 2,053 | $216.1K | 0.08% | −27−1.3% | Reduced |
| Guyasuta Investment Advisors Inc | 2,609 | $216.2K | 0.02% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 2,064 | $217.2K | 0.16% | −5−0.2% | Reduced |
| American Capital Advisory, LLC | 2,625 | $217.5K | 0.16% | −1,000−27.6% | Reduced |
| Lantz Financial LLC | 2,076 | $218.5K | 0.07% | −35−1.7% | Reduced |
| Sentry Investment Management LLC | 2,083 | $219.0K | 0.10% | +2,083 | New |
| Beaton Management Co. Inc. | 2,100 | $221.0K | 0.12% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 2,204 | $221.7K | 0.02% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,133 | $224.5K | 0.01% | −1,417−39.9% | Reduced |
| Concorde Asset Management, LLC | 2,134 | $224.6K | 0.14% | +2,134 | New |
| Aviance Capital Partners, LLC | 2,137 | $224.9K | 0.03% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 2,145 | $225.8K | 0.09% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 2,149 | $226.2K | 0.01% | −1,800−45.6% | Reduced |
| Foundations Investment Advisors, LLC | 2,161 | $227.5K | 0.01% | +41+1.9% | Added |
| Brighton Jones LLC | 2,164 | $227.7K | 0.01% | +2,164 | New |
| MBM Wealth Consultants, LLC | 2,165 | $228.6K | 0.08% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 2,188 | $230.3K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 2,195 | $230.9K | 0.02% | −3,220−59.5% | Reduced |
| Avantax Planning Partners, Inc. | 2,218 | $233.4K | 0.01% | −1,166−34.5% | Reduced |
| Garrison Bradford & Associates Inc | 2,251 | $237.0K | 0.24% | 00.0% | Unchanged |