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 |
|---|---|---|---|---|---|
| Concurrent Investment Advisors, LLC | 5,548 | $583.9K | 0.02% | −4,909−46.9% | Reduced |
| Fortress Wealth Group, LLC | 5,016 | $591.7K | 0.30% | +385+8.3% | Added |
| KCM Investment Advisors LLC | 5,633 | $592.8K | 0.02% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 5,635 | $593.0K | 0.00% | +1,435+34.2% | Added |
| Zions Bancorporation, N.A. | 5,639 | $593.4K | 0.05% | +2,542+82.1% | Added |
| CIC Wealth, LLC | 5,685 | $598.3K | 0.16% | −200−3.4% | Reduced |
| Good Life Advisors, LLC | 5,702 | $600.0K | 0.05% | +30+0.5% | Added |
| Fidelis Capital Partners, LLC | 5,705 | $620.6K | 0.09% | −1,385−19.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,912 | $622.0K | 0.07% | +3,909+195.2% | Added |
| Engineers Gate Manager LP | 5,920 | $623.0K | 0.01% | −23,198−79.7% | Reduced |
| Summit Financial, LLC | 5,990 | $630.4K | 0.03% | +2,575+75.4% | Added |
| Spirepoint Private Client, LLC | 6,000 | $631.4K | 0.09% | −132−2.2% | Reduced |
| Keystone Investors Pte Ltd | 6,081 | $640.0K | 0.05% | +1,553+34.3% | Added |
| Marks Group Wealth Management, Inc | 6,188 | $651.2K | 0.07% | −784−11.2% | Reduced |
| HighPoint Advisor Group LLC | 5,496 | $659.0K | 0.04% | +651+13.4% | Added |
| Welch & Forbes LLC | 6,250 | $659.9K | 0.01% | −25−0.4% | Reduced |
| Diligent Investors, LLC | 6,304 | $663.4K | 0.16% | −290−4.4% | Reduced |
| Old National Bancorp | 6,392 | $672.7K | 0.02% | −242−3.6% | Reduced |
| Sigma Planning Corp | 6,408 | $674.4K | 0.02% | +58+0.9% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,416 | $675.3K | 0.19% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 6,435 | $677.2K | 0.04% | 00.0% | Unchanged |
| Centiva Capital, LP | 6,449 | $678.7K | 0.03% | −2,109−24.6% | Reduced |
| Westover Capital Advisors, LLC | 6,465 | $680.4K | 0.18% | +6,465 | New |
| Principle Wealth Partners LLC | 6,520 | $686.2K | 0.05% | +20+0.3% | Added |
| Principal Street Partners, LLC | 6,526 | $686.8K | 0.12% | −141−2.1% | Reduced |
| First Bank & Trust | 6,536 | $687.8K | 0.14% | +104+1.6% | Added |
| Deerfield Management Company, L.P. (Series C) | 6,567 | $691.1K | 0.01% | +1,710+35.2% | Added |
| Merit Financial Group, LLC | 6,671 | $702.0K | 0.02% | −171−2.5% | Reduced |
| Moloney Securities Asset Management, LLC | 6,696 | $704.7K | 0.10% | −254−3.7% | Reduced |
| Diversified Trust Co | 6,767 | $712.2K | 0.02% | −1,108−14.1% | Reduced |
| Capital International Sarl | 6,780 | $713.5K | 0.02% | +6,780 | New |
| One Capital Management, LLC | 6,792 | $714.8K | 0.02% | +6,792 | New |
| ASB Consultores, LLC | 6,800 | $715.6K | 0.26% | −3,184−31.9% | Reduced |
| Golden State Equity Partners | 6,835 | $719.3K | 0.15% | +6,835 | New |
| Independent Financial Group, LLC | 6,866 | $722.6K | 0.03% | +6,866 | New |
| SageView Advisory Group, LLC | 6,871 | $723.1K | 0.03% | +6,871 | New |
| JustInvest LLC | 6,909 | $727.1K | 0.01% | +1,841+36.3% | Added |
| Cigna Investments Inc | 6,931 | $729.0K | 0.14% | +40+0.6% | Added |
| Firethorn Wealth Partners, LLC | 6,934 | $729.7K | 0.41% | −455−6.2% | Reduced |
| Signaturefd, LLC | 6,955 | $731.9K | 0.01% | +460+7.1% | Added |
| Integrated Investment Consultants, LLC | 7,311 | $735.3K | 0.20% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 6,988 | $735.4K | 0.00% | +169+2.5% | Added |
| Linscomb & Williams, Inc. | 7,000 | $736.7K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,004 | $737.1K | 0.03% | +7,004 | New |
| Obermeyer Wood Investment Counsel, LLLP | 7,090 | $746.2K | 0.04% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 7,092 | $746.4K | 0.02% | −287−3.9% | Reduced |
| Arete Wealth Advisors, LLC | 7,109 | $748.0K | 0.06% | +7,109 | New |
| HB Wealth Management, LLC | 7,120 | $749.3K | 0.01% | +315+4.6% | Added |
| Tudor Investment Corp Et Al | 7,176 | $755.2K | 0.01% | +7,176 | New |
| Fifth Third Wealth Advisors LLC | 7,181 | $755.7K | 0.06% | +5,071+240.3% | Added |
| MJP Associates Inc | 7,273 | $765.4K | 0.16% | +1,807+33.1% | Added |
| Jones Financial Companies LLLP | 7,313 | $769.6K | 0.00% | +6,957+1,954.2% | Added |
| GWM Advisors LLC | 7,321 | $770.4K | 0.01% | +976+15.4% | Added |
| Moors & Cabot, Inc. | 7,354 | $774.0K | 0.04% | −2,306−23.9% | Reduced |
| Bamco Inc | 7,400 | $778.8K | 0.00% | +7,400 | New |
| Meeder Advisory Services, Inc. | 7,432 | $782.1K | 0.06% | +3,119+72.3% | Added |
| PGGM Investments | 7,460 | $785.0K | 0.01% | −5,432−42.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,576 | $797.3K | 0.03% | +4,868+179.8% | Added |
| Institute for Wealth Management, LLC. | 7,654 | $805.5K | 0.11% | −109−1.4% | Reduced |
| ProVise Management Group, LLC | 7,690 | $809.3K | 0.07% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 7,713 | $811.7K | 2.91% | +7,713 | New |
| Centaurus Financial, Inc. | 7,715 | $812.0K | 0.05% | +98+1.3% | Added |
| Ieq Capital, LLC | 7,789 | $819.7K | 0.01% | +2,537+48.3% | Added |
| Daymark Wealth Partners, LLC | 7,797 | $820.5K | 0.04% | +7,797 | New |
| GAMMA Investing LLC | 7,818 | $822.8K | 0.11% | +225+3.0% | Added |
| Bayesian Capital Management, LP | 7,900 | $831.4K | 0.10% | −11,526−59.3% | Reduced |
| Parallel Advisors, LLC | 7,912 | $832.7K | 0.02% | +249+3.2% | Added |
| Sage Rhino Capital LLC | 7,944 | $836.0K | 0.20% | +29+0.4% | Added |
| Corsair Capital Management, L.P. | 8,020 | $844.0K | 0.24% | −56−0.7% | Reduced |
| Veriti Management LLC | 8,025 | $844.6K | 0.05% | +2,003+33.3% | Added |
| Kestra Private Wealth Services, LLC | 8,080 | $850.3K | 0.02% | −1,610−16.6% | Reduced |
| Lido Advisors, LLC | 8,085 | $850.9K | 0.01% | +3,013+59.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 8,129 | $855.5K | 0.20% | +19+0.2% | Added |
| Synovus Financial Corp | 8,150 | $857.8K | 0.01% | +31+0.4% | Added |
| Abn Amro Investment Solutions | 8,164 | $859.2K | 0.02% | +5,496+206.0% | Added |
| Hanseatic Management Services Inc | 8,198 | $862.8K | 1.30% | +137+1.7% | Added |
| Dantai Capital Ltd | 8,300 | $873.5K | 0.98% | −8,235−49.8% | Reduced |
| Transcend Wealth Collective, LLC | 8,321 | $875.7K | 0.06% | +677+8.9% | Added |
| CWM, LLC | 8,415 | $886.0K | 0.00% | +631+8.1% | Added |
| Penserra Capital Management LLC | 8,427 | $887.0K | 0.01% | +3,077+57.5% | Added |
| Forum Financial Management, LP | 8,450 | $889.3K | 0.02% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 8,508 | $895.4K | 0.43% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 8,526 | $897.4K | 0.01% | −47,948−84.9% | Reduced |
| La Banque Postale Asset Management SA | 8,568 | $901.7K | 0.04% | −660−7.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 8,590 | $904.0K | 0.04% | +510+6.3% | Added |
| Douglas Lane & Associates, LLC | 8,590 | $904.0K | 0.01% | 00.0% | Unchanged |
| E&G Advisors, LP | 8,600 | $905.1K | 0.27% | −26−0.3% | Reduced |
| Gridiron Partners, LLC | 8,617 | $906.9K | 0.58% | 00.0% | Unchanged |
| Fiduciary Group LLC | 8,700 | $915.6K | 0.10% | 00.0% | Unchanged |
| Qtron Investments LLC | 8,706 | $916.2K | 0.13% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 8,774 | $923.4K | 0.45% | −246−2.7% | Reduced |
| Central Pacific Bank - Trust Division | 8,775 | $923.5K | 0.11% | +8,775 | New |
| Canandaigua National Bank & Trust Co | 8,827 | $929.0K | 0.10% | −787−8.2% | Reduced |
| Segment Wealth Management, LLC | 8,850 | $931.4K | 0.07% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 9,025 | $949.8K | 0.08% | +4,825+114.9% | Added |
| Horizon Investments, LLC | 9,084 | $956.0K | 0.03% | +9,084 | New |
| Kraematon Investment Advisors, Inc | 9,107 | $958.4K | 0.97% | −154−1.7% | Reduced |
| Equitable Holdings, Inc. | 9,124 | $960.2K | 0.01% | +330+3.8% | Added |
| Vident Advisory, LLC | 9,151 | $963.0K | 0.03% | +1,627+21.6% | Added |
| Beacon Pointe Advisors, LLC | 9,152 | $963.2K | 0.01% | +166+1.8% | Added |