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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 70,525 | $7.42M | 0.04% | +8,095+13.0% | Added |
| Osborne Partners Capital Management, LLC | 71,618 | $7.54M | 0.45% | +1,160+1.6% | Added |
| HighTower Advisors, LLC | 71,679 | $7.56M | 0.01% | +6,494+10.0% | Added |
| State of Alaska, Department of Revenue | 72,375 | $7.62M | 0.09% | +72,375 | New |
| Yousif Capital Management, LLC | 73,390 | $7.72M | 0.09% | +64,711+745.6% | Added |
| New York Life Investment Management LLC | 73,922 | $7.78M | 0.08% | +62,832+566.6% | Added |
| Nissay Asset Management Corp | 74,907 | $7.88M | 0.05% | +7,628+11.3% | Added |
| Menlo Advisors LLC | 74,955 | $7.89M | 4.38% | −200−0.3% | Reduced |
| Financial Counselors Inc | 76,256 | $8.03M | 0.13% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 76,975 | $8.10M | 0.03% | −136,371−63.9% | Reduced |
| Community Trust & Investment Co | 79,829 | $8.40M | 0.57% | −592−0.7% | Reduced |
| ING Groep NV | 82,320 | $8.66M | 0.05% | +82,320 | New |
| Polar Capital Holdings Plc | 82,380 | $8.67M | 0.05% | +385+0.5% | Added |
| Tower Research Capital LLC (TRC) | 83,404 | $8.78M | 0.15% | +66,235+385.8% | Added |
| Covey Capital Advisors, LLC | 83,702 | $8.81M | 10.16% | +3,149+3.9% | Added |
| Mutual of America Capital Management LLC | 83,834 | $8.82M | 0.10% | +83,834 | New |
| Public Employees Retirement Association of Colorado | 84,706 | $8.91M | 0.04% | +512+0.6% | Added |
| Campbell Capital Management Inc | 85,016 | $8.95M | 3.84% | +2,252+2.7% | Added |
| Texas Yale Capital Corp. | 86,044 | $9.06M | 0.43% | +75+0.1% | Added |
| Marsico Capital Management LLC | 86,657 | $9.12M | 0.27% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 87,018 | $9.16M | 0.25% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 87,022 | $9.16M | 0.39% | −48,711−35.9% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 87,731 | $9.23M | 1.80% | −15,876−15.3% | Reduced |
| Cetera Investment Advisers | 89,160 | $9.38M | 0.02% | +5,309+6.3% | Added |
| Oversea-Chinese Banking CORP Ltd | 90,359 | $9.52M | 0.29% | +13,914+18.2% | Added |
| Truist Financial Corp | 92,221 | $9.71M | 0.01% | −8,335−8.3% | Reduced |
| Basswood Capital Management, L.L.C. | 92,926 | $9.78M | 0.64% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 94,055 | $9.90M | 1.86% | +2,469+2.7% | Added |
| Advisor Group Holdings, Inc. | 94,532 | $9.95M | 0.02% | −12,190−11.4% | Reduced |
| Cobalt Capital Management, Inc. | 95,000 | $10.0M | 4.33% | −50,000−34.5% | Reduced |
| Lavaca Capital LLC | 95,500 | $10.1M | 5.49% | +95,500 | New |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 95,575 | $10.1M | 0.11% | +95,575 | New |
| CIBC Asset Management Inc | 95,746 | $10.1M | 0.04% | +69,938+271.0% | Added |
| Assetmark, Inc | 96,980 | $10.2M | 0.03% | +8,346+9.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 97,102 | $10.2M | 0.04% | −1,466−1.5% | Reduced |
| SG Americas Securities, LLC | 97,480 | $10.3M | 0.06% | +43,428+80.3% | Added |
| Russell Investments Group, Ltd. | 97,681 | $10.3M | 0.02% | −93,230−48.8% | Reduced |
| Gateway Investment Advisers LLC | 99,778 | $10.5M | 0.12% | −27,433−21.6% | Reduced |
| Jennison Associates LLC | 100,780 | $10.6M | 0.01% | −108−0.1% | Reduced |
| Equitable Trust Co | 101,652 | $10.7M | 0.74% | −7,470−6.8% | Reduced |
| Janney Montgomery Scott LLC | 101,725 | $10.7M | 0.03% | +1,175+1.2% | Added |
| Chickasaw Capital Management LLC | 102,263 | $10.8M | 0.48% | −450.0% | Reduced |
| American Century Companies Inc | 105,080 | $11.1M | 0.01% | +2,440+2.4% | Added |
| Atria Wealth Solutions, Inc. | 105,267 | $11.1M | 0.12% | −15,917−13.1% | Reduced |
| Element Capital Management LLC | 105,429 | $11.1M | 0.86% | +105,429 | New |
| Xponance, Inc. | 105,896 | $11.1M | 0.11% | +36,292+52.1% | Added |
| Lountzis Asset Management, LLC | 106,898 | $11.2M | 5.26% | −110.0% | Reduced |
| Comerica Bank | 107,280 | $11.3M | 0.05% | +72,031+204.3% | Added |
| Natixis | 110,039 | $11.6M | 0.07% | +110,039 | New |
| Utah Retirement Systems | 111,000 | $11.7M | 0.14% | −4,000−3.5% | Reduced |
| Point72 Europe (London) LLP | 112,149 | $11.8M | 1.00% | −112,900−50.2% | Reduced |
| CIBC World Markets Inc. | 112,405 | $11.8M | 0.03% | +96,136+590.9% | Added |
| Public Sector Pension Investment Board | 112,900 | $11.9M | 0.08% | +35,135+45.2% | Added |
| TCW Group Inc | 113,454 | $11.9M | 0.11% | +113,454 | New |
| Buffington Mohr McNeal | 115,936 | $12.2M | 2.14% | −3,352−2.8% | Reduced |
| EverSource Wealth Advisors, LLC | 99,431 | $12.3M | 0.82% | +1,876+1.9% | Added |
| Federation des caisses Desjardins du Quebec | 116,835 | $12.3M | 0.07% | +4,273+3.8% | Added |
| Cookson Peirce & Co Inc | 116,976 | $12.3M | 0.59% | +1,627+1.4% | Added |
| Perennial Advisors, LLC | 117,478 | $12.4M | 2.77% | −1,731−1.5% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 117,747 | $12.4M | 1.12% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 118,657 | $12.5M | 0.08% | +49,759+72.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 119,763 | $12.6M | 0.03% | −23,847−16.6% | Reduced |
| Private Wealth Partners, LLC | 120,920 | $12.7M | 0.96% | −870−0.7% | Reduced |
| IFM Investors Pty Ltd | 122,624 | $12.9M | 0.13% | +5,671+4.8% | Added |
| Janus Henderson Group PLC | 122,952 | $13.0M | 0.01% | +63,576+107.1% | Added |
| Teacher Retirement System of Texas | 124,064 | $13.1M | 0.07% | +40,418+48.3% | Added |
| Partners Capital Investment Group, LLP | 123,939 | $13.1M | 0.22% | +53,603+76.2% | Added |
| CIBC World Markets Corp | 125,134 | $13.2M | 0.09% | +101,582+431.3% | Added |
| GoodHaven Capital Management, LLC | 125,265 | $13.2M | 4.84% | 00.0% | Unchanged |
| Calamos Advisors LLC | 125,665 | $13.2M | 0.06% | +927+0.7% | Added |
| Czech National Bank | 126,780 | $13.3M | 0.15% | +126,780 | New |
| Matthew 25 Management Corp | 127,500 | $13.4M | 4.66% | −17,000−11.8% | Reduced |
| Lakewood Capital Management, LP | 127,700 | $13.4M | 1.16% | −48,400−27.5% | Reduced |
| Capital Group Private Client Services, Inc. | 128,516 | $13.5M | 0.14% | −2,236−1.7% | Reduced |
| SOL Capital Management CO | 130,733 | $13.8M | 1.65% | +1,021+0.8% | Added |
| Commonwealth Equity Services, LLC | 132,602 | $14.0M | 0.02% | +7,254+5.8% | Added |
| FineMark National Bank & Trust | 134,894 | $14.2M | 0.52% | +1,556+1.2% | Added |
| ProShare Advisors LLC | 135,149 | $14.2M | 0.04% | +135,149 | New |
| Captrust Financial Advisors | 135,305 | $14.2M | 0.05% | +152+0.1% | Added |
| Stephens Inc | 136,962 | $14.4M | 0.22% | +11,705+9.3% | Added |
| Amalgamated Bank | 137,294 | $14.4M | 0.12% | +98,347+252.5% | Added |
| City of London Investment Management Co Ltd | 137,428 | $14.5M | 1.24% | 00.0% | Unchanged |
| USS Investment Management Ltd | 137,288 | $14.5M | 0.12% | +2,564+1.9% | Added |
| Cullen/Frost Bankers, Inc. | 142,025 | $14.9M | 0.22% | +2,983+2.1% | Added |
| CI Private Wealth, LLC | 143,956 | $15.2M | 0.03% | +96,459+203.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 146,189 | $15.4M | 0.10% | +146,189 | New |
| Northeast Financial Consultants Inc | 146,350 | $15.4M | 0.71% | +9,400+6.9% | Added |
| Retirement Systems of Alabama | 146,815 | $15.5M | 0.06% | +146,815 | New |
| North Star Investment Management Corp. | 150,739 | $15.9M | 1.16% | −6,193−3.9% | Reduced |
| Aviva PLC | 150,901 | $15.9M | 0.04% | −12,512−7.7% | Reduced |
| 1832 Asset Management L.P. | 151,465 | $15.9M | 0.03% | −79,085−34.3% | Reduced |
| Waratah Capital Advisors Ltd. | 152,053 | $16.0M | 0.97% | +102,311+205.7% | Added |
| Bank of Nova Scotia | 153,687 | $16.2M | 0.03% | +129,208+527.8% | Added |
| Crescent Park Management, L.P. | 158,605 | $16.7M | 8.28% | −17,180−9.8% | Reduced |
| River Road Asset Management, LLC | 160,880 | $16.9M | 0.24% | −96,153−37.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 161,489 | $17.0M | 0.42% | +2,722+1.7% | Added |
| Tiaa Trust, National Association | 161,594 | $17.0M | 0.05% | −4,301−2.6% | Reduced |
| Diamond Hill Capital Management Inc | 163,551 | $17.2M | 0.07% | −2,475,841−93.8% | Reduced |
| Levin Capital Strategies, L.P. | 165,703 | $17.4M | 1.84% | 00.0% | Unchanged |
| Punch & Associates Investment Management, Inc. | 166,057 | $17.5M | 1.03% | −27,082−14.0% | Reduced |