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 |
|---|---|---|---|---|---|
| Citizens National Bank Trust Department | 3,555 | $374.1K | 0.08% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 3,564 | $375.1K | 0.00% | −208−5.5% | Reduced |
| Atomi Financial Group, Inc. | 3,570 | $375.7K | 0.03% | +1,485+71.2% | Added |
| L.M. Kohn & Company | 3,572 | $375.9K | 0.10% | −73−2.0% | Reduced |
| New Century Financial Group, LLC | 3,573 | $376.0K | 0.16% | +3,573 | New |
| Leo Wealth, LLC | 3,576 | $376.2K | 0.04% | +5+0.1% | Added |
| Peapack Gladstone Financial Corp | 3,591 | $377.0K | 0.01% | −25−0.7% | Reduced |
| Trust Co of Kansas | 3,593 | $378.0K | 0.20% | +3,593 | New |
| Clearwater Capital Advisors, LLC | 3,595 | $378.3K | 0.04% | −264−6.8% | Reduced |
| Symmetry Partners, LLC | 3,597 | $379.0K | 0.02% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 3,606 | $379.5K | 0.01% | −2,275−38.7% | Reduced |
| HHM Wealth Advisors, LLC | 3,609 | $379.8K | 0.06% | +2,209+157.8% | Added |
| Ethic Inc. | 3,626 | $381.6K | 0.01% | −574−13.7% | Reduced |
| Westpac Banking Corp | 3,626 | $381.6K | 0.03% | +2,303+174.1% | Added |
| Legacy Advisors, LLC | 3,663 | $385.5K | 0.05% | −4,791−56.7% | Reduced |
| Ssi Investment Management LLC | 3,706 | $390.0K | 0.03% | −5−0.1% | Reduced |
| Resurgent Financial Advisors LLC | 3,760 | $395.7K | 0.25% | +3+0.1% | Added |
| TAGStone Capital, Inc. | 3,766 | $396.0K | 0.22% | +6+0.2% | Added |
| Hardin Capital Partners, LLC | 3,800 | $399.9K | 0.26% | +3,800 | New |
| Ade, LLC | 3,805 | $400.4K | 0.27% | 00.0% | Unchanged |
| Eschler Asset Management LLP | 4,815 | $400.7K | 0.32% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 3,835 | $403.6K | 0.10% | −166−4.1% | Reduced |
| Calamos Wealth Management LLC | 3,857 | $405.9K | 0.02% | −671−14.8% | Reduced |
| Greenleaf Trust | 3,869 | $407.2K | 0.00% | +128+3.4% | Added |
| Tradition Wealth Management, LLC | 3,915 | $412.0K | 0.04% | +120+3.2% | Added |
| Operose Advisors LLC | 3,925 | $413.1K | 0.15% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3,941 | $414.7K | 0.02% | +260+7.1% | Added |
| Shelton Capital Management | 3,943 | $415.0K | 0.01% | +3,943 | New |
| Arkadios Wealth Advisors | 3,951 | $415.8K | 0.03% | −59−1.5% | Reduced |
| Insigneo Advisory Services, LLC | 3,955 | $420.1K | 0.05% | +3,955 | New |
| Register Financial Advisors LLC | 3,993 | $420.3K | 0.21% | +2+0.1% | Added |
| Kavar Capital Partners Group, LLC | 4,022 | $423.3K | 0.08% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 4,029 | $424.0K | 0.07% | −153−3.7% | Reduced |
| Valeo Financial Advisors, LLC | 4,052 | $426.4K | 0.01% | +341+9.2% | Added |
| Huntington National Bank | 4,059 | $427.2K | 0.00% | +624+18.2% | Added |
| Total Clarity Wealth Management, Inc. | 4,060 | $427.3K | 0.15% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,099 | $431.4K | 0.02% | −409−9.1% | Reduced |
| Concord Wealth Partners | 4,132 | $434.9K | 0.08% | +11+0.3% | Added |
| Watershed Private Wealth LLC | 4,157 | $437.5K | 0.19% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 4,167 | $438.5K | 0.05% | −84−2.0% | Reduced |
| Pier 88 Investment Partners LLC | 4,200 | $442.0K | 0.10% | −14,400−77.4% | Reduced |
| Hamilton Capital Partners Inc. | 4,200 | $442.0K | 0.05% | 00.0% | Unchanged |
| FreeGulliver LLC | 4,225 | $444.7K | 0.30% | +10.0% | Added |
| MONECO Advisors, LLC | 4,230 | $445.2K | 0.07% | −50−1.2% | Reduced |
| Premier Path Wealth Partners, LLC | 4,231 | $445.3K | 0.08% | +99+2.4% | Added |
| Gateway Advisory, LLC | 4,234 | $445.6K | 0.08% | −216−4.9% | Reduced |
| Inceptionr LLC | 4,241 | $446.3K | 0.13% | −5,437−56.2% | Reduced |
| Venture Visionary Partners LLC | 4,272 | $449.6K | 0.02% | +232+5.7% | Added |
| Stratos Wealth Partners, LTD. | 4,290 | $451.5K | 0.01% | +137+3.3% | Added |
| EP Wealth Advisors, LLC | 4,291 | $451.6K | 0.00% | +129+3.1% | Added |
| Parallax Volatility Advisers, L.P. | 4,436 | $466.8K | 0.01% | +1,295+41.2% | Added |
| RDA Financial Network | 4,440 | $467.2K | 0.15% | −91−2.0% | Reduced |
| Lake Street Advisors Group, LLC | 4,490 | $472.5K | 0.02% | −740−14.1% | Reduced |
| Dana Investment Advisors, Inc. | 4,493 | $472.9K | 0.02% | +15+0.3% | Added |
| First City Capital Management, Inc. | 4,496 | $473.2K | 0.27% | −254−5.3% | Reduced |
| Baldwin Investment Management, LLC | 4,500 | $473.6K | 0.06% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 4,500 | $473.6K | 0.11% | 00.0% | Unchanged |
| Entropy Technologies, LP | 4,510 | $474.6K | 0.05% | −16,513−78.5% | Reduced |
| Apollon Wealth Management, LLC | 4,513 | $474.9K | 0.01% | −127−2.7% | Reduced |
| Keel Point, LLC | 4,113 | $476.3K | 0.04% | +281+7.3% | Added |
| Family Management Corp | 4,538 | $477.6K | 0.08% | 00.0% | Unchanged |
| Oak Thistle LLC | 4,538 | $477.6K | 0.35% | +4,538 | New |
| JTC Employer Solutions Trusteee Ltd | 4,544 | $479.0K | 0.03% | −6,575−59.1% | Reduced |
| Mount Lucas Management LP | 4,604 | $484.5K | 0.17% | +4,604 | New |
| Islay Capital Management, LLC | 4,656 | $490.0K | 0.35% | −225−4.6% | Reduced |
| Crestwood Advisors Group LLC | 4,658 | $490.2K | 0.01% | +94+2.1% | Added |
| Emprise Bank | 4,681 | $492.6K | 0.30% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 4,700 | $494.6K | 0.17% | 00.0% | Unchanged |
| Fusion Capital, LLC | 4,716 | $496.3K | 0.23% | +7+0.1% | Added |
| Sweeney & Michel, LLC | 4,724 | $498.8K | 0.21% | +7+0.1% | Added |
| TrinityPoint Wealth, LLC | 4,785 | $503.6K | 0.08% | −35−0.7% | Reduced |
| Duncker Streett & Co Inc | 4,800 | $505.2K | 0.10% | 00.0% | Unchanged |
| Prime Capital Investment Advisors, LLC | 4,806 | $505.8K | 0.01% | −15,818−76.7% | Reduced |
| Emerald Advisers, LLC | 4,836 | $508.9K | 0.02% | +4,836 | New |
| Edgemoor Investment Advisors, Inc. | 4,840 | $509.4K | 0.05% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 4,854 | $510.8K | 0.16% | −11,469−70.3% | Reduced |
| MGB Wealth Management, LLC | 4,650 | $514.9K | 0.19% | +150+3.3% | Added |
| Samalin Investment Counsel, LLC | 4,893 | $515.0K | 0.24% | −443−8.3% | Reduced |
| TradeLink Capital LLC | 4,900 | $516.0K | 1.49% | +4,900 | New |
| Carolinas Wealth Consulting LLC | 4,907 | $516.3K | 0.10% | −32−0.6% | Reduced |
| Glenview Trust Co | 4,954 | $521.4K | 0.01% | +1,590+47.3% | Added |
| Cary Street Partner Investment Advisory LLC | 4,972 | $523.3K | 0.02% | −219−4.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,014 | $527.7K | 0.02% | +2,165+76.0% | Added |
| DRW Securities, LLC | 5,031 | $529.5K | 0.03% | −25,369−83.5% | Reduced |
| TFB Advisors LLC | 5,035 | $529.9K | 0.17% | +412+8.9% | Added |
| Fountainhead AM, LLC | 5,044 | $530.8K | 0.13% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 5,058 | $532.3K | 0.01% | 00.0% | Unchanged |
| NFC Investments, LLC | 5,140 | $541.0K | 0.16% | 00.0% | Unchanged |
| BNP Paribas | 5,150 | $542.0K | 0.03% | +300+6.2% | Added |
| Guinness Asset Management LTD | 5,167 | $543.8K | 0.01% | −739−12.5% | Reduced |
| Leonteq Securities AG | 5,177 | $544.8K | 0.08% | +824+18.9% | Added |
| Marex Group plc | 5,218 | $549.1K | 0.01% | +5,218 | New |
| Baker Tilly Wealth Management, LLC | 5,244 | $551.9K | 0.23% | +106+2.1% | Added |
| Stratos Wealth Advisors, LLC | 5,273 | $555.0K | 0.03% | −951−15.3% | Reduced |
| Prospera Financial Services Inc | 5,276 | $555.2K | 0.02% | +966+22.4% | Added |
| Boothbay Fund Management, LLC | 5,296 | $557.4K | 0.02% | −25,434−82.8% | Reduced |
| 9258 Wealth Management, LLC | 5,331 | $561.1K | 0.09% | −315−5.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5,400 | $568.3K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 5,487 | $576.0K | 0.00% | −9,480−63.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 5,500 | $578.8K | 0.02% | −259−4.5% | Reduced |