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 |
|---|---|---|---|---|---|
| Bokf, NA | 9,235 | $971.9K | 0.02% | −1,170−11.2% | Reduced |
| Stamos Capital Partners, L.P. | 9,280 | $976.6K | 0.21% | −520−5.3% | Reduced |
| Harvest Fund Management Co., Ltd | 9,322 | $983.0K | 0.07% | +1,906+25.7% | Added |
| Agf Management Ltd | 9,418 | $991.1K | 0.01% | 00.0% | Unchanged |
| Aries Wealth Management | 9,484 | $998.1K | 0.31% | +524+5.8% | Added |
| Sherbrooke Park Advisers LLC | 9,546 | $1.00M | 0.18% | +4,850+103.3% | Added |
| NVWM, LLC | 9,586 | $1.01M | 0.27% | +9,561+38,244.0% | Added |
| Snowden Capital Advisors LLC | 9,671 | $1.02M | 0.03% | −1,357−12.3% | Reduced |
| Sawgrass Asset Management LLC | 9,696 | $1.02M | 0.11% | +1,138+13.3% | Added |
| Yorktown Management & Research Co Inc | 9,700 | $1.02M | 1.10% | 00.0% | Unchanged |
| RW Investment Management LLC | 9,762 | $1.03M | 0.14% | −27−0.3% | Reduced |
| RFG Advisory, LLC | 9,897 | $1.04M | 0.03% | +2,571+35.1% | Added |
| TriaGen Wealth Management LLC | 10,027 | $1.06M | 0.41% | +10,027 | New |
| Clear Harbor Asset Management, LLC | 10,125 | $1.07M | 0.09% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 10,160 | $1.07M | 0.19% | −7−0.1% | Reduced |
| D. E. Shaw & Co., Inc. | 10,179 | $1.07M | 0.00% | −778,004−98.7% | Reduced |
| TownSquare Capital, LLC | 10,220 | $1.08M | 0.01% | +1,363+15.4% | Added |
| Beaumont Financial Advisors, LLC | 10,230 | $1.08M | 0.09% | +10+0.1% | Added |
| Lazard Asset Management LLC | 10,289 | $1.08M | 0.00% | −2,818−21.5% | Reduced |
| Mutual Advisors, LLC | 9,133 | $1.08M | 0.03% | +78+0.9% | Added |
| Profund Advisors LLC | 10,333 | $1.09M | 0.04% | +10,333 | New |
| Western Wealth Management, LLC | 10,340 | $1.09M | 0.08% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 10,364 | $1.09M | 0.03% | +17+0.2% | Added |
| Hunting Hill Global Capital, LLC | 10,471 | $1.10M | 0.55% | 00.0% | Unchanged |
| Zhang Financial LLC | 10,615 | $1.12M | 0.08% | +711+7.2% | Added |
| Resources Investment Advisors, LLC. | 10,655 | $1.12M | 0.01% | +5,711+115.5% | Added |
| Balyasny Asset Management LLC | 10,689 | $1.12M | 0.00% | −695,599−98.5% | Reduced |
| Illinois Municipal Retirement Fund | 10,757 | $1.13M | 0.02% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 10,818 | $1.14M | 0.64% | −16−0.1% | Reduced |
| Davenport & Co LLC | 10,907 | $1.15M | 0.01% | −75−0.7% | Reduced |
| Boston Private Wealth LLC | 10,961 | $1.15M | 0.03% | +14+0.1% | Added |
| MAI Capital Management | 10,967 | $1.15M | 0.01% | +221+2.1% | Added |
| Prudential PLC | 11,098 | $1.17M | 0.01% | +2,590+30.4% | Added |
| Financial Management Network Inc | 11,082 | $1.18M | 0.28% | +587+5.6% | Added |
| Chemistry Wealth Management LLC | 11,172 | $1.18M | 0.30% | +211+1.9% | Added |
| Lynx Capital Group Ltd | 11,187 | $1.18M | 0.81% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 11,238 | $1.18M | 0.02% | +11,238 | New |
| Silvant Capital Management LLC | 11,246 | $1.18M | 0.05% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 11,365 | $1.19M | 0.06% | +3,458+43.7% | Added |
| Spire Wealth Management | 11,308 | $1.19M | 0.04% | −567−4.8% | Reduced |
| Gilbert & Cook, Inc. | 11,462 | $1.21M | 0.18% | −1,766−13.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 11,668 | $1.23M | 0.12% | +3,748+47.3% | Added |
| Harbor Capital Advisors, Inc. | 11,833 | $1.25M | 0.09% | +25+0.2% | Added |
| Keybank National Association | 11,865 | $1.25M | 0.01% | −715−5.7% | Reduced |
| Highland Capital Management, LLC | 11,882 | $1.25M | 0.07% | −2,363−16.6% | Reduced |
| Advisory Services Network, LLC | 11,949 | $1.26M | 0.03% | −630−5.0% | Reduced |
| Quantinno Capital Management LP | 11,990 | $1.26M | 0.02% | +5,494+84.6% | Added |
| Element Pointe Advisors, LLC | 12,002 | $1.26M | 0.32% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 12,033 | $1.27M | 0.25% | +12,033 | New |
| Glenmede Trust Co NA | 12,057 | $1.27M | 0.01% | −21,092−63.6% | Reduced |
| GTS Securities LLC | 12,086 | $1.27M | 0.03% | +12,086 | New |
| Driehaus Capital Management LLC | 12,187 | $1.28M | 0.01% | +2,450+25.2% | Added |
| Vestcor Inc | 12,320 | $1.30M | 0.04% | −14,242−53.6% | Reduced |
| Fort Pitt Capital Group, LLC | 12,357 | $1.30M | 0.04% | +20+0.2% | Added |
| Avantax Advisory Services, Inc. | 12,541 | $1.32M | 0.01% | +9,019+256.1% | Added |
| NewEdge Wealth, LLC | 12,597 | $1.33M | 0.03% | +41+0.3% | Added |
| Bradley Foster & Sargent Inc | 12,600 | $1.33M | 0.02% | +1,963+18.5% | Added |
| IHT Wealth Management, LLC | 12,677 | $1.33M | 0.05% | −109−0.9% | Reduced |
| Wetherby Asset Management Inc | 12,696 | $1.34M | 0.06% | −13−0.1% | Reduced |
| Northeast Investment Management | 12,800 | $1.35M | 0.06% | +1,000+8.5% | Added |
| Commerce Bank | 12,973 | $1.37M | 0.01% | +527+4.2% | Added |
| Robertson Stephens Wealth Management, LLC | 13,129 | $1.38M | 0.07% | −653−4.7% | Reduced |
| Zimmermann Investment Management & Planning LLC | 13,146 | $1.38M | 0.46% | +932+7.6% | Added |
| River & Mercantile Asset Management LLP | 13,167 | $1.39M | 0.38% | −259−1.9% | Reduced |
| FIL Ltd | 13,214 | $1.39M | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 13,282 | $1.40M | 0.03% | +10,772+429.2% | Added |
| Guardian Investment Management | 13,425 | $1.41M | 1.03% | −75−0.6% | Reduced |
| Independent Advisor Alliance | 13,506 | $1.42M | 0.05% | +231+1.7% | Added |
| Duncan Williams Asset Management, LLC | 13,522 | $1.42M | 1.20% | −179−1.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 13,536 | $1.42M | 0.36% | +13,536 | New |
| Virtue Capital Management, LLC | 12,013 | $1.42M | 0.24% | +442+3.8% | Added |
| Professional Financial Advisors, LLC | 13,548 | $1.43M | 0.39% | +203+1.5% | Added |
| Sequoia Financial Advisors, LLC | 13,597 | $1.43M | 0.02% | −138−1.0% | Reduced |
| Coastline Trust Co | 13,719 | $1.44M | 0.17% | +13,719 | New |
| Choate Investment Advisors | 13,723 | $1.44M | 0.04% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 13,784 | $1.45M | 0.04% | +4,500+48.5% | Added |
| Dakota Wealth Management | 13,810 | $1.45M | 0.03% | +1,725+14.3% | Added |
| First National Bank Sioux Falls | 13,888 | $1.46M | 0.76% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 13,944 | $1.47M | 0.19% | −2,008−12.6% | Reduced |
| Mosaic Financial Group, LLC | 14,000 | $1.47M | 1.06% | +7,000+100.0% | Added |
| Grandeur Peak Global Advisors, LLC | 14,013 | $1.47M | 0.12% | +14,013 | New |
| Advisor OS, LLC | 14,069 | $1.48M | 0.16% | +3,086+28.1% | Added |
| Level Four Advisory Services, LLC | 14,127 | $1.49M | 0.07% | +250+1.8% | Added |
| Epoch Investment Partners, Inc. | 14,153 | $1.49M | 0.01% | +5,507+63.7% | Added |
| Walter & Keenan Financial Consulting Co | 14,326 | $1.51M | 0.48% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 14,334 | $1.51M | 0.00% | −51,164−78.1% | Reduced |
| Private Advisor Group, LLC | 14,686 | $1.55M | 0.01% | +458+3.2% | Added |
| Raymond James Trust N.A. | 14,782 | $1.56M | 0.04% | −2,247−13.2% | Reduced |
| Park Avenue Securities LLC | 14,811 | $1.56M | 0.02% | +3,385+29.6% | Added |
| Yelin Lapidot Holdings Management Ltd. | 14,827 | $1.56M | 0.28% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 14,984 | $1.58M | 0.04% | +10,773+255.8% | Added |
| Capula Management Ltd | 15,100 | $1.59M | 0.02% | +15,100 | New |
| AXA S.A. | 15,243 | $1.60M | 0.00% | +9,810+180.6% | Added |
| Louisbourg Investments Inc. | 18,597 | $1.63M | 0.46% | −4,324−18.9% | Reduced |
| Fulton Bank, N.A. | 15,628 | $1.64M | 0.07% | +2,060+15.2% | Added |
| Lansing Street Advisors | 15,669 | $1.65M | 0.69% | +55+0.4% | Added |
| J.W. Cole Advisors, Inc. | 16,232 | $1.71M | 0.08% | +142+0.9% | Added |
| Van Eck Associates Corp | 16,462 | $1.73M | 0.00% | +2,696+19.6% | Added |
| Landscape Capital Management, L.L.C. | 17,075 | $1.80M | 0.15% | 00.0% | Unchanged |
| LB Partners LLC | 17,100 | $1.80M | 1.50% | 00.0% | Unchanged |