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 |
|---|---|---|---|---|---|
| Chicago Partners Investment Group LLC | 29,462 | $3.54M | 0.14% | −1,180−3.9% | Reduced |
| New Mexico Educational Retirement Board | 33,600 | $3.54M | 0.12% | +33,600 | New |
| Intech Investment Management LLC | 34,414 | $3.62M | 0.05% | +5,426+18.7% | Added |
| Avitas Wealth Management LLC | 34,470 | $3.63M | 0.53% | −399−1.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 34,525 | $3.63M | 0.04% | +1,691+5.2% | Added |
| Jamison Private Wealth Management, Inc. | 34,596 | $3.64M | 0.61% | +34,596 | New |
| Bridgewater Associates, LP | 34,606 | $3.64M | 0.02% | +10,196+41.8% | Added |
| Sabal Trust CO | 34,684 | $3.65M | 0.22% | −96−0.3% | Reduced |
| Kingdon Capital Management, L.L.C. | 35,000 | $3.68M | 0.57% | −45,000−56.3% | Reduced |
| Accuvest Global Advisors | 35,282 | $3.71M | 8.25% | +2,798+8.6% | Added |
| Two Sigma Securities, LLC | 36,076 | $3.80M | 0.18% | +13,443+59.4% | Added |
| TD Private Client Wealth LLC | 36,309 | $3.82M | 0.12% | +2,687+8.0% | Added |
| Mesirow Financial Investment Management, Inc. | 36,679 | $3.86M | 0.09% | −3,684−9.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 36,687 | $3.86M | 0.06% | +19,795+117.2% | Added |
| Close Asset Management Ltd | 36,640 | $3.86M | 0.13% | −80−0.2% | Reduced |
| Curbstone Financial Management Corp | 36,898 | $3.88M | 0.84% | −2,650−6.7% | Reduced |
| Paloma Partners Management Co | 37,264 | $3.92M | 0.34% | +33,785+971.1% | Added |
| Louisiana State Employees Retirement System | 37,700 | $3.97M | 0.08% | +37,700 | New |
| Rothschild Investment LLC | 37,817 | $3.98M | 0.28% | −1,816−4.6% | Reduced |
| Securian Asset Management, Inc | 38,269 | $4.03M | 0.12% | +38,269 | New |
| Sit Investment Associates Inc | 38,275 | $4.03M | 0.09% | +6,625+20.9% | Added |
| Gabelli & Co Investment Advisers, Inc. | 39,740 | $4.18M | 0.70% | −3,460−8.0% | Reduced |
| Omers Administration Corp | 39,811 | $4.19M | 0.04% | +39,811 | New |
| Teton Advisors, Inc. | 40,000 | $4.21M | 1.76% | −2,500−5.9% | Reduced |
| Marvin & Palmer Associates Inc | 41,939 | $4.22M | 4.32% | +190.0% | Added |
| Iridian Asset Management LLC | 40,161 | $4.23M | 0.95% | −17,522−30.4% | Reduced |
| Atria Investments LLC | 41,094 | $4.32M | 0.06% | +4,392+12.0% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 41,863 | $4.40M | 1.20% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 41,630 | $4.41M | 0.36% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 41,947 | $4.41M | 0.06% | +15,676+59.7% | Added |
| Allspring Global Investments Holdings, LLC | 42,438 | $4.47M | 0.01% | +28,058+195.1% | Added |
| Steadfast Capital Management LP | 42,500 | $4.47M | 0.11% | +42,500 | New |
| Hartford Investment Management Co | 42,715 | $4.50M | 0.15% | +42,715 | New |
| PenderFund Capital Management Ltd. | 31,420 | $4.52M | 1.24% | −7,900−20.1% | Reduced |
| Cresset Asset Management, LLC | 43,072 | $4.53M | 0.02% | +9,441+28.1% | Added |
| Jessup Wealth Management, Inc | 44,783 | $4.71M | 2.01% | −1,080−2.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 44,822 | $4.72M | 0.00% | +2,873+6.8% | Added |
| Staley Capital Advisers Inc | 45,000 | $4.74M | 0.22% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 45,130 | $4.75M | 2.67% | +483+1.1% | Added |
| Pinnbrook Capital Management LP | 45,178 | $4.75M | 1.44% | −33,470−42.6% | Reduced |
| Pinnacle Financial Partners Inc | 45,358 | $4.77M | 0.10% | −36−0.1% | Reduced |
| MBB Public Markets I LLC | 45,520 | $4.79M | 0.10% | +43,269+1,922.2% | Added |
| Samjo Management, LLC | 45,725 | $4.81M | 1.79% | −650−1.4% | Reduced |
| KBC Group NV | 45,764 | $4.82M | 0.01% | +7,032+18.2% | Added |
| IFP Advisors, Inc | 37,175 | $4.86M | 0.19% | −4,243−10.2% | Reduced |
| US Bancorp | 46,428 | $4.89M | 0.01% | +7,993+20.8% | Added |
| Alps Advisors Inc | 46,773 | $4.92M | 0.03% | +1,143+2.5% | Added |
| Waterfront Wealth Inc. | 47,190 | $4.97M | 1.35% | −4,800−9.2% | Reduced |
| Pacer Advisors, Inc. | 47,355 | $4.98M | 0.01% | +47,355 | New |
| Nordea Investment Management AB | 47,302 | $5.04M | 0.01% | +4,721+11.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 48,193 | $5.07M | 0.01% | −63,310−56.8% | Reduced |
| Toroso Investments, LLC | 49,167 | $5.17M | 0.07% | +36,137+277.3% | Added |
| Strategic Blueprint, LLC | 49,330 | $5.19M | 0.35% | −844−1.7% | Reduced |
| Callodine Capital Management, LP | 50,000 | $5.26M | 1.23% | −50,000−50.0% | Reduced |
| TRB Advisors LP | 50,000 | $5.26M | 0.98% | +50,000 | New |
| Kentucky Retirement Systems | 50,154 | $5.28M | 0.15% | +50,154 | New |
| Gulf International Bank (UK) Ltd | 50,228 | $5.29M | 0.13% | +467+0.9% | Added |
| Mizuho Securities USA LLC | 51,319 | $5.40M | 0.12% | +51,319 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 51,676 | $5.44M | 0.01% | +51,676 | New |
| Maryland State Retirement & Pension System | 52,491 | $5.52M | 0.10% | +862+1.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 53,167 | $5.59M | 0.01% | +13,632+34.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 53,167 | $5.63M | 0.03% | +11,353+27.2% | Added |
| Concentric Capital Strategies, LP | 53,717 | $5.65M | 0.35% | +18,531+52.7% | Added |
| Delta Global Management LP | 53,727 | $5.65M | 0.38% | +53,727 | New |
| Elo Mutual Pension Insurance Co | 54,336 | $5.72M | 0.13% | +1,774+3.4% | Added |
| ArrowMark Colorado Holdings LLC | 54,400 | $5.73M | 0.07% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 54,437 | $5.73M | 0.01% | −24,649−31.2% | Reduced |
| Coronation Fund Managers Ltd. | 54,490 | $5.73M | 0.33% | −36,251−39.9% | Reduced |
| Pathstone Holdings, LLC | 55,252 | $5.81M | 0.03% | +21,694+64.6% | Added |
| Absolute Gestao de Investimentos Ltda. | 55,877 | $5.88M | 3.07% | −18,397−24.8% | Reduced |
| Jupiter Asset Management Ltd | 55,941 | $5.89M | 0.06% | +55,941 | New |
| Brinker Capital Investments, LLC | 55,954 | $5.89M | 0.06% | −4,373−7.2% | Reduced |
| Orion Portfolio Solutions, LLC | 55,954 | $5.89M | 0.06% | −4,373−7.2% | Reduced |
| Grand Jean Capital Management Inc | 55,971 | $5.89M | 1.47% | +1,317+2.4% | Added |
| Jackson Square Partners, LLC | 56,903 | $5.99M | 0.37% | −25,211−30.7% | Reduced |
| Metavasi Capital LP | 57,053 | $6.00M | 3.30% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 57,110 | $6.01M | 0.12% | +57,110 | New |
| Heron Bay Capital Management | 57,125 | $6.01M | 1.28% | −6,300−9.9% | Reduced |
| Nisa Investment Advisors, LLC | 57,290 | $6.03M | 0.04% | +500+0.9% | Added |
| Coastal Bridge Advisors, LLC | 57,304 | $6.03M | 1.50% | −154−0.3% | Reduced |
| Walleye Capital LLC | 57,684 | $6.07M | 0.06% | +21,605+59.9% | Added |
| Schroder Investment Management Group | 58,189 | $6.12M | 0.01% | +5,710+10.9% | Added |
| Soltis Investment Advisors LLC | 58,929 | $6.20M | 0.66% | +4,571+8.4% | Added |
| Old Well Partners, LLC | 59,623 | $6.27M | 7.40% | −7,000−10.5% | Reduced |
| Creative Planning | 60,163 | $6.33M | 0.01% | +7,505+14.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 61,000 | $6.42M | 0.02% | +36,000+144.0% | Added |
| Beck Mack & Oliver LLC | 61,566 | $6.48M | 0.13% | −600−1.0% | Reduced |
| Empowered Funds, LLC | 61,886 | $6.51M | 0.11% | +1,369+2.3% | Added |
| Unisphere Establishment | 62,000 | $6.52M | 0.07% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 62,344 | $6.56M | 0.01% | +23,080+58.8% | Added |
| Beach Investment Counsel Inc | 63,400 | $6.67M | 0.82% | −500−0.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 63,572 | $6.69M | 0.08% | +16,679+35.6% | Added |
| Sanctuary Advisors, LLC | 70,734 | $6.76M | 0.05% | +70,734 | New |
| MML Investors Services, LLC | 64,883 | $6.83M | 0.03% | +8,411+14.9% | Added |
| Swedbank AB | 65,432 | $6.89M | 0.01% | +16,424+33.5% | Added |
| Quadrature Capital Ltd | 66,578 | $7.01M | 0.12% | +45,488+215.7% | Added |
| Sterling Investment Advisors, Ltd. | 67,286 | $7.08M | 1.91% | −2,742−3.9% | Reduced |
| Thrivent Financial for Lutherans | 68,704 | $7.23M | 0.01% | +44,496+183.8% | Added |
| Triangle Securities Wealth Management | 69,743 | $7.34M | 2.07% | −6,818−8.9% | Reduced |
| Daiwa Securities Group Inc. | 70,465 | $7.42M | 0.04% | +19,513+38.3% | Added |