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 |
|---|---|---|---|---|---|
| Frank, Rimerman Advisors LLC | 2,260 | $237.8K | 0.02% | +2,260 | New |
| Fundamentun, LLC | 2,280 | $239.9K | 0.02% | +31+1.4% | Added |
| Pring Turner Capital Group Inc | 2,285 | $240.5K | 0.17% | 00.0% | Unchanged |
| Encompass More Asset Management | 2,297 | $241.7K | 0.17% | +2,297 | New |
| Steel Peak Wealth Management LLC | 2,299 | $242.0K | 0.01% | −164−6.7% | Reduced |
| Tocqueville Asset Management L.P. | 2,310 | $243.1K | 0.00% | +2,310 | New |
| Drive Wealth Management, LLC | 2,312 | $243.3K | 0.07% | +73+3.3% | Added |
| First National Trust Co | 2,336 | $245.8K | 0.01% | −34−1.4% | Reduced |
| LGL Partners, LLC | 2,340 | $246.3K | 0.04% | +2,340 | New |
| Coldstream Capital Management Inc | 2,360 | $248.4K | 0.01% | −259−9.9% | Reduced |
| Coastal Investment Advisors, Inc. | 2,369 | $249.3K | 0.05% | −640−21.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,369 | $249.4K | 0.10% | −1,001−29.7% | Reduced |
| Catalyst Capital Advisors LLC | 2,380 | $250.5K | 0.01% | +2,170+1,033.3% | Added |
| Jefferies Financial Group Inc. | 2,383 | $250.8K | 0.00% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 2,400 | $252.6K | 0.00% | 00.0% | Unchanged |
| Haverford Trust Co | 2,401 | $252.7K | 0.00% | +68+2.9% | Added |
| ORG Partners LLC | 2,421 | $253.0K | 0.03% | +2,421 | New |
| D'Orazio & Associates, Inc. | 2,409 | $253.5K | 0.04% | +19+0.8% | Added |
| Scotia Capital Inc. | 2,416 | $254.3K | 0.00% | +128+5.6% | Added |
| Flagship Harbor Advisors, LLC | 2,417 | $254.3K | 0.02% | −32−1.3% | Reduced |
| Hexagon Capital Partners LLC | 2,424 | $255.0K | 0.06% | +10.0% | Added |
| Sand Hill Global Advisors, LLC | 2,431 | $255.8K | 0.01% | −49−2.0% | Reduced |
| FFT Wealth Management LLC | 2,433 | $256.1K | 0.02% | +2,433 | New |
| Umb Bank N A | 2,437 | $256.5K | 0.00% | +212+9.5% | Added |
| iA Global Asset Management Inc. | 2,440 | $257.0K | 0.00% | −200−7.6% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,449 | $257.7K | 0.02% | −17−0.7% | Reduced |
| Cypress Point Wealth Management, LLC | 2,462 | $259.1K | 0.12% | +10+0.4% | Added |
| Virtus Family Office LLC | 2,464 | $259.3K | 0.35% | −277−10.1% | Reduced |
| QCM Cayman, Ltd. | 2,465 | $259.4K | 2.80% | +2,465 | New |
| Childress Capital Advisors, LLC | 2,491 | $262.2K | 0.07% | +15+0.6% | Added |
| Signature Estate & Investment Advisors LLC | 2,501 | $263.2K | 0.01% | +2,501 | New |
| Silvercrest Asset Management Group LLC | 2,505 | $263.6K | 0.00% | 00.0% | Unchanged |
| Ballast, Inc. | 2,516 | $264.8K | 0.08% | +16+0.6% | Added |
| TFC Financial Management | 2,550 | $268.4K | 0.05% | −3−0.1% | Reduced |
| SRS Capital Advisors, Inc. | 2,578 | $271.4K | 0.03% | +196+8.2% | Added |
| Keystone Financial Group | 2,583 | $271.8K | 0.10% | +77+3.1% | Added |
| Ronald Blue Trust, Inc. | 2,712 | $272.8K | 0.00% | +786+40.8% | Added |
| Middleton & Co Inc | 2,622 | $275.9K | 0.03% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 2,630 | $276.8K | 0.05% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,628 | $277.0K | 0.01% | −397−13.1% | Reduced |
| Washington Trust Bank | 2,644 | $278.3K | 0.03% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 2,678 | $281.8K | 0.05% | −344−11.4% | Reduced |
| Paradigm Asset Management Co LLC | 2,704 | $284.6K | 0.08% | −5,500−67.0% | Reduced |
| Evercore Wealth Management, LLC | 2,705 | $284.7K | 0.00% | −55−2.0% | Reduced |
| Allstate Corp | 2,709 | $285.1K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 2,487 | $286.4K | 0.00% | +1,441+137.8% | Added |
| Northwest Bancshares, Inc. | 2,725 | $286.8K | 0.05% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 2,730 | $287.3K | 0.01% | +2,730 | New |
| Toth Financial Advisory Corp | 2,750 | $289.4K | 0.04% | +2,750 | New |
| Benjamin Edwards Inc | 2,778 | $292.0K | 0.06% | +163+6.2% | Added |
| Whittier Trust Co | 2,834 | $298.2K | 0.00% | +439+18.3% | Added |
| Meadow Creek Wealth Advisors LLC | 2,838 | $298.7K | 0.28% | +177+6.7% | Added |
| Morningstar Investment Services LLC | 2,825 | $299.0K | 0.00% | +549+24.1% | Added |
| LFA - Lugano Financial Advisors SA | 2,850 | $299.9K | 0.23% | 00.0% | Unchanged |
| Catalyst Private Wealth, LLC | 2,869 | $301.9K | 0.16% | +2,869 | New |
| Camden Capital, LLC | 2,876 | $302.7K | 0.02% | +20+0.7% | Added |
| Montag A & Associates Inc | 2,884 | $303.5K | 0.02% | +6+0.2% | Added |
| Cornerstone Advisory, LLC | 2,885 | $303.6K | 0.04% | −200−6.5% | Reduced |
| Johnson Financial Group, Inc. | 2,885 | $303.6K | 0.01% | +1,801+166.1% | Added |
| Newbridge Financial Services Group, Inc. | 2,900 | $305.2K | 0.11% | +311+12.0% | Added |
| Northside Capital Management, LLC | 2,903 | $305.5K | 0.05% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 2,932 | $308.5K | 0.00% | +392+15.4% | Added |
| Global Retirement Partners, LLC | 2,942 | $309.7K | 0.01% | +42+1.4% | Added |
| XML Financial, LLC | 2,973 | $312.9K | 0.03% | +10.0% | Added |
| Aspen Grove Capital, LLC | 2,973 | $313.1K | 0.07% | −315−9.6% | Reduced |
| Evergreen Capital Management LLC | 2,997 | $315.5K | 0.01% | +181+6.4% | Added |
| Wellington Shields & Co., LLC | 3,000 | $315.7K | 0.10% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 3,000 | $315.7K | 0.13% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 3,000 | $315.7K | 0.08% | +3,000 | New |
| Kolinsky Wealth Management, LLC | 3,003 | $316.0K | 0.23% | +3,003 | New |
| Ostrum Asset Management | 3,012 | $317.0K | 0.03% | −235−7.2% | Reduced |
| Dudley Capital Management, LLC | 3,015 | $317.3K | 0.18% | +15+0.5% | Added |
| Trustmark National Bank Trust Department | 3,026 | $318.5K | 0.03% | +14+0.5% | Added |
| International Assets Investment Management, LLC | 3,036 | $319.5K | 0.03% | +728+31.5% | Added |
| Mainstay Capital Management LLC | 3,063 | $322.3K | 0.06% | +11+0.4% | Added |
| First Horizon Advisors, Inc. | 3,124 | $328.8K | 0.01% | −1,226−28.2% | Reduced |
| Wedmont Private Capital | 2,996 | $331.8K | 0.02% | +733+32.4% | Added |
| Walleye Trading LLC | 3,161 | $332.7K | 0.01% | −5,536−63.7% | Reduced |
| Masso Torrence Wealth Management Inc. | 3,164 | $333.0K | 0.18% | +10.0% | Added |
| Apella Capital, LLC | 3,215 | $339.4K | 0.02% | +19+0.6% | Added |
| Sovereign Financial Group, Inc. | 3,226 | $339.5K | 0.08% | +47+1.5% | Added |
| Aaron Wealth Advisors | 3,231 | $340.0K | 0.05% | +587+22.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 3,234 | $340.3K | 0.01% | +169+5.5% | Added |
| Schonfeld Strategic Advisors LLC | 3,246 | $341.6K | 0.00% | −157,404−98.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 3,250 | $342.0K | 0.02% | −11−0.3% | Reduced |
| Manchester Capital Management LLC | 3,254 | $342.5K | 0.04% | +3+0.1% | Added |
| Cypress Wealth Services, LLC | 3,261 | $343.2K | 0.08% | +60+1.9% | Added |
| Argent Trust Co | 3,288 | $346.0K | 0.02% | +253+8.3% | Added |
| Lakeview Capital Partners, LLC | 3,520 | $354.1K | 0.06% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3,373 | $355.0K | 0.00% | +4+0.1% | Added |
| Fiduciary Family Office, LLC | 3,417 | $359.6K | 0.14% | 00.0% | Unchanged |
| Essex Savings Bank | 3,418 | $359.7K | 0.10% | −639−15.8% | Reduced |
| M Holdings Securities, Inc. | 3,420 | $360.0K | 0.05% | +3,420 | New |
| Sunbelt Securities, Inc. | 3,440 | $362.1K | 0.04% | +1,169+51.5% | Added |
| Axxcess Wealth Management, LLC | 3,446 | $362.7K | 0.01% | −283−7.6% | Reduced |
| CAPROCK Group, Inc. | 3,461 | $364.3K | 0.01% | +978+39.4% | Added |
| Hodges Capital Management Inc. | 3,505 | $368.8K | 0.02% | −11−0.3% | Reduced |
| Leavell Investment Management, Inc. | 3,502 | $369.0K | 0.02% | +3,502 | New |
| Jump Financial, LLC | 3,545 | $373.1K | 0.01% | −22,956−86.6% | Reduced |
| Gitterman Wealth Management, LLC | 3,551 | $373.7K | 0.14% | 00.0% | Unchanged |