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 |
|---|---|---|---|---|---|
| Essex Financial Services, Inc. | 16,056 | $1.81M | 0.13% | +475+3.0% | Added |
| Pensionmark Financial Group, LLC | 17,242 | $1.81M | 0.11% | +587+3.5% | Added |
| Next Capital Management LLC | 17,483 | $1.84M | 0.78% | −174−1.0% | Reduced |
| Franklin Street Advisors Inc | 17,547 | $1.85M | 0.13% | +172+1.0% | Added |
| Maltese Capital Management LLC | 17,600 | $1.85M | 0.34% | −12,000−40.5% | Reduced |
| AlTi Global, Inc. | 17,634 | $1.86M | 0.05% | +14,982+564.9% | Added |
| Credit Agricole S A | 17,718 | $1.86M | 0.01% | +17,718 | New |
| Tokio Marine Asset Management Co Ltd | 17,735 | $1.87M | 0.09% | +1,825+11.5% | Added |
| Ar Asset Management Inc | 18,000 | $1.89M | 0.46% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 18,198 | $1.92M | 0.19% | −2,941−13.9% | Reduced |
| Andra AP-fonden | 18,300 | $1.93M | 0.03% | +7,900+76.0% | Added |
| Virtu Financial LLC | 18,567 | $1.95M | 0.14% | +9,969+115.9% | Added |
| Seven Post Investment Office LP | 18,700 | $1.97M | 0.36% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 18,757 | $1.97M | 1.65% | +257+1.4% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 18,783 | $1.98M | 0.05% | −26,126−58.2% | Reduced |
| RSM US Wealth Management LLC | 18,918 | $1.98M | 0.03% | +18,918 | New |
| Lee Danner & Bass Inc | 19,171 | $2.02M | 0.16% | +19,171 | New |
| Riverpark Capital Management LLC | 19,179 | $2.02M | 2.67% | 00.0% | Unchanged |
| Connable Office Inc | 19,229 | $2.02M | 0.22% | −5,557−22.4% | Reduced |
| RiverPark Advisors, LLC | 19,403 | $2.04M | 1.69% | −1,210−5.9% | Reduced |
| CIBC Private Wealth Group, LLC | 19,608 | $2.06M | 0.00% | −8,640−30.6% | Reduced |
| CTC Alternative Strategies, Ltd. | 19,600 | $2.06M | 0.88% | +19,600 | New |
| Pinnacle Associates Ltd | 19,601 | $2.06M | 0.03% | +13+0.1% | Added |
| Zacks Investment Management | 19,868 | $2.09M | 0.02% | +541+2.8% | Added |
| Moody National Bank Trust Division | 19,924 | $2.10M | 0.16% | +79+0.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,025 | $2.11M | 0.02% | +20,025 | New |
| National Asset Management, Inc. | 20,215 | $2.13M | 0.05% | +429+2.2% | Added |
| Wedbush Securities Inc | 20,271 | $2.13M | 0.08% | +1,708+9.2% | Added |
| Avalon Trust Co | 20,284 | $2.13M | 0.17% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 20,399 | $2.15M | 0.06% | +80+0.4% | Added |
| Integrated Advisors Network LLC | 20,422 | $2.15M | 0.11% | −816−3.8% | Reduced |
| U S Global Investors Inc | 20,450 | $2.15M | 0.20% | +8,300+68.3% | Added |
| QRG Capital Management, Inc. | 20,560 | $2.16M | 0.03% | +2,663+14.9% | Added |
| NEOS Investment Management LLC | 20,690 | $2.18M | 0.09% | +20,690 | New |
| Perbak Capital Partners LLP | 20,824 | $2.19M | 0.65% | +20,824 | New |
| Northwestern Mutual Investment Management Company, LLC | 21,180 | $2.23M | 0.06% | +21,180 | New |
| Tredje AP-fonden | 21,355 | $2.25M | 0.02% | −332−1.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 21,467 | $2.26M | 0.15% | +21,467 | New |
| CFM Wealth Partners LLC | 21,655 | $2.28M | 0.42% | +4,507+26.3% | Added |
| Warren Averett Asset Management, LLC | 21,777 | $2.29M | 0.04% | +25+0.1% | Added |
| Vinva Investment Management Ltd | 21,675 | $2.29M | 0.12% | −20.0% | Reduced |
| Bray Capital Advisors | 21,920 | $2.31M | 0.58% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 21,975 | $2.31M | 0.37% | +16,359+291.3% | Added |
| Sierra Capital LLC | 22,020 | $2.32M | 0.31% | 00.0% | Unchanged |
| Norinchukin Bank, The | 22,161 | $2.33M | 0.07% | +22,161 | New |
| Southeast Asset Advisors Inc. | 22,357 | $2.35M | 0.28% | 00.0% | Unchanged |
| Sciencast Management LP | 22,512 | $2.37M | 0.82% | +13,864+160.3% | Added |
| Clearstead Advisors, LLC | 22,577 | $2.38M | 0.04% | +1,393+6.6% | Added |
| Wealthfront Advisers LLC | 22,604 | $2.38M | 0.01% | +3,677+19.4% | Added |
| Oxford Financial Group Ltd | 22,701 | $2.39M | 0.16% | +1,950+9.4% | Added |
| Aigen Investment Management, LP | 22,903 | $2.41M | 0.47% | +13,058+132.6% | Added |
| HBK Sorce Advisory LLC | 23,035 | $2.42M | 0.08% | +569+2.5% | Added |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 23,500 | $2.48M | 0.21% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 23,973 | $2.52M | 0.06% | +20,899+679.9% | Added |
| Twinbeech Capital LP | 23,989 | $2.52M | 0.05% | +23,989 | New |
| Checchi Capital Advisers, LLC | 24,329 | $2.56M | 0.20% | +359+1.5% | Added |
| Blair William & Co | 24,373 | $2.56M | 0.01% | +1,457+6.4% | Added |
| Verition Fund Management LLC | 24,587 | $2.59M | 0.02% | −39,690−61.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 24,624 | $2.59M | 0.03% | +9,548+63.3% | Added |
| Principal Securities, Inc. | 24,798 | $2.61M | 0.07% | −336−1.3% | Reduced |
| Mercer Global Advisors Inc | 24,650 | $2.62M | 0.01% | +1,412+6.1% | Added |
| Regions Financial Corp | 25,016 | $2.63M | 0.02% | −5,161−17.1% | Reduced |
| Wesbanco Bank Inc | 25,103 | $2.64M | 0.10% | −1,094−4.2% | Reduced |
| Fortitude Family Office, LLC | 25,616 | $2.70M | 1.53% | +562+2.2% | Added |
| Baird Financial Group, Inc. | 25,643 | $2.70M | 0.01% | +100+0.4% | Added |
| McKinley Capital Management LLC /Delaware | 25,772 | $2.71M | 0.47% | −311−1.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 26,070 | $2.74M | 0.20% | +2,581+11.0% | Added |
| Seven Eight Capital, LP | 26,198 | $2.76M | 0.29% | +26,198 | New |
| Envestnet Portfolio Solutions, Inc. | 26,628 | $2.80M | 0.01% | +1,075+4.2% | Added |
| Crossmark Global Holdings, Inc. | 26,660 | $2.81M | 0.05% | +21,235+391.4% | Added |
| Kovitz Investment Group Partners, LLC | 26,865 | $2.83M | 0.02% | +9,124+51.4% | Added |
| Barr E S & Co | 27,125 | $2.85M | 0.19% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 27,405 | $2.86M | 0.03% | −1,135−4.0% | Reduced |
| Siemens Fonds Invest GmbH | 27,224 | $2.87M | 0.21% | +4,473+19.7% | Added |
| Metis Global Partners, LLC | 27,370 | $2.88M | 0.10% | +13,384+95.7% | Added |
| Guggenheim Capital LLC | 27,567 | $2.90M | 0.02% | +21,397+346.8% | Added |
| Simplicity Wealth,LLC | 27,807 | $2.93M | 0.07% | −407−1.4% | Reduced |
| Bleakley Financial Group, LLC | 27,811 | $2.93M | 0.08% | −409−1.4% | Reduced |
| Rakuten Investment Management, Inc. | 27,705 | $2.93M | 0.02% | +22,727+456.5% | Added |
| Rathbone Brothers plc | 28,825 | $3.03M | 0.02% | +1,810+6.7% | Added |
| M&T Bank Corp | 29,032 | $3.06M | 0.01% | −2,065−6.6% | Reduced |
| Simplex Trading, LLC | 29,219 | $3.08M | 0.10% | +23,671+426.7% | Added |
| Two Sigma Investments, LP | 29,279 | $3.08M | 0.01% | −21,621−42.5% | Reduced |
| Swiss Life Asset Management Ltd | 29,612 | $3.12M | 0.04% | +5,602+23.3% | Added |
| XTX Topco Ltd | 29,619 | $3.12M | 0.27% | +15,959+116.8% | Added |
| Edmond de Rothschild Holding S.A. | 29,944 | $3.15M | 0.05% | +10,562+54.5% | Added |
| Steward Partners Investment Advisory, LLC | 30,263 | $3.18M | 0.03% | −416−1.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 31,058 | $3.27M | 0.29% | −2,895−8.5% | Reduced |
| Proficio Capital Partners LLC | 31,122 | $3.28M | 0.34% | +86+0.3% | Added |
| Richard Bernstein Advisors LLC | 31,626 | $3.33M | 0.07% | 00.0% | Unchanged |
| Rational Advisors LLC | 31,900 | $3.36M | 0.33% | −14,400−31.1% | Reduced |
| AQR Capital Management LLC | 31,947 | $3.36M | 0.01% | +12,856+67.3% | Added |
| Royce & Associates LP | 32,195 | $3.39M | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 32,325 | $3.40M | 0.01% | +7,694+31.2% | Added |
| Larson Financial Group LLC | 32,352 | $3.40M | 0.23% | +583+1.8% | Added |
| Advisors Asset Management, Inc. | 32,383 | $3.41M | 0.07% | +12,328+61.5% | Added |
| Guardian Wealth Management, Inc. | 32,749 | $3.45M | 2.63% | −2,156−6.2% | Reduced |
| Ingalls & Snyder LLC | 32,805 | $3.45M | 0.15% | +1,229+3.9% | Added |
| Capital Analysts, LLC | 32,889 | $3.46M | 0.15% | +58+0.2% | Added |
| Trexquant Investment LP | 33,239 | $3.50M | 0.05% | −76,919−69.8% | Reduced |