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 |
|---|---|---|---|---|---|
| Harbor Advisors LLC | 2,000 | $210.5K | 0.04% | 00.0% | Unchanged |
| Modera Wealth Management, LLC | 1,983 | $208.7K | 0.00% | +1,983 | New |
| Edge Capital Group, LLC | 1,980 | $208.4K | 0.01% | −525−21.0% | Reduced |
| St Germain D J Co Inc | 1,973 | $207.6K | 0.01% | −10−0.5% | Reduced |
| Cidel Asset Management Inc | 1,952 | $205.4K | 0.02% | −279−12.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,945 | $204.7K | 0.01% | +1,945 | New |
| Bridgefront Capital, LLC | 1,912 | $201.2K | 0.08% | −2,076−52.1% | Reduced |
| Ballentine Partners, LLC | 1,907 | $200.7K | 0.00% | +1,907 | New |
| Alta Advisers Ltd | 1,900 | $200.0K | 0.10% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 1,897 | $199.6K | 0.17% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,891 | $199.0K | 0.03% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,855 | $195.2K | 0.01% | +755+68.6% | Added |
| Lynx Investment Advisory | 1,845 | $194.2K | 0.14% | +1,845 | New |
| Bogart Wealth, LLC | 1,789 | $188.3K | 0.01% | +87+5.1% | Added |
| Harbor Investment Advisory, LLC | 1,763 | $185.5K | 0.02% | +1,763 | New |
| Webster Bank, N. A. | 1,739 | $183.0K | 0.02% | −12−0.7% | Reduced |
| GeoWealth Management, LLC | 1,708 | $179.8K | 0.01% | +94+5.8% | Added |
| Tower View Investment Management & Research LLC | 1,632 | $171.7K | 0.10% | +3+0.2% | Added |
| Lindbrook Capital, LLC | 1,586 | $166.9K | 0.02% | +268+20.3% | Added |
| Hoey Investments, Inc | 1,569 | $165.1K | 0.03% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1,525 | $160.0K | 0.02% | +243+19.0% | Added |
| Covestor Ltd | 1,470 | $155.0K | 0.10% | +7+0.5% | Added |
| Emerald Mutual Fund Advisers Trust | 1,444 | $152.0K | 0.01% | +1,444 | New |
| Quarry LP | 1,391 | $146.4K | 0.06% | +1,254+915.3% | Added |
| Stelac Advisory Services LLC | 1,376 | $144.8K | 0.06% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,355 | $142.6K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,312 | $138.1K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,303 | $136.2K | 0.04% | −64−4.7% | Reduced |
| Stephenson National Bank & Trust | 1,204 | $126.7K | 0.04% | +12+1.0% | Added |
| Trust Co of Vermont | 1,200 | $126.3K | 0.01% | +200+20.0% | Added |
| Hollencrest Capital Management | 1,190 | $125.2K | 0.01% | −50−4.0% | Reduced |
| Parkside Financial Bank & Trust | 1,178 | $124.0K | 0.02% | −161−12.0% | Reduced |
| Icon Wealth Advisors, LLC | 934 | $115.3K | 0.01% | +934 | New |
| ZRC Wealth Management, LLC | 1,025 | $107.9K | 0.05% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,007 | $106.0K | 0.01% | +23+2.3% | Added |
| Ossiam | 1,002 | $105.5K | 0.00% | −98,469−99.0% | Reduced |
| Motco | 1,000 | $105.2K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,000 | $105.2K | 0.02% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 1,000 | $105.2K | 0.09% | 00.0% | Unchanged |
| Delta Asset Management LLC | 991 | $104.3K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 984 | $103.6K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 978 | $103.0K | 0.01% | +1+0.1% | Added |
| LRI Investments, LLC | 919 | $96.7K | 0.01% | +919 | New |
| Private Trust Co NA | 899 | $94.6K | 0.01% | −387−30.1% | Reduced |
| Raffa Wealth Management, LLC | 861 | $90.6K | 0.03% | 00.0% | Unchanged |
| NBT Bank N A | 860 | $90.5K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 847 | $90.0K | 0.03% | +834+6,415.4% | Added |
| Opal Wealth Advisors, LLC | 826 | $86.9K | 0.03% | +826 | New |
| Canton Hathaway, LLC | 800 | $84.0K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 769 | $81.0K | 0.00% | +89+13.1% | Added |
| WR Wealth Planners, LLC | 765 | $80.5K | 0.02% | +251+48.8% | Added |
| Smithfield Trust Co | 753 | $80.0K | 0.00% | −77−9.3% | Reduced |
| TSFG, LLC | 726 | $76.0K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 710 | $74.7K | 0.04% | +710 | New |
| AlphaCentric Advisors LLC | 706 | $74.3K | 0.05% | +706 | New |
| Cromwell Holdings LLC | 703 | $74.0K | 0.04% | +703 | New |
| Washington Trust Advisors, Inc. | 677 | $71.3K | 0.01% | +57+9.2% | Added |
| Bruce G. Allen Investments, LLC | 638 | $67.1K | 0.06% | −85−11.8% | Reduced |
| West Oak Capital, LLC | 625 | $65.8K | 0.03% | +500+400.0% | Added |
| Spectrum Wealth Counsel, LLC | 604 | $63.6K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 575 | $60.5K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 568 | $59.8K | 0.01% | 00.0% | Unchanged |
| Kings Path Partners LLC | 556 | $58.5K | 0.03% | +556 | New |
| Institutional & Family Asset Management, LLC | 549 | $57.8K | 0.01% | +1+0.2% | Added |
| SJS Investment Consulting Inc. | 520 | $54.7K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 507 | $53.4K | 0.01% | +1+0.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $53.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 503 | $53.0K | 0.02% | +503 | New |
| First United Bank Trust | 500 | $52.6K | 0.02% | 00.0% | Unchanged |
| Planning Capital Management Corp | 500 | $52.6K | 0.04% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 500 | $52.6K | 0.00% | +500 | New |
| Redwood Wealth Management Group, LLC | 500 | $52.6K | 0.04% | +500 | New |
| Smartleaf Asset Management LLC | 464 | $49.1K | 0.01% | +427+1,154.1% | Added |
| Hazlett, Burt & Watson, Inc. | 450 | $49.0K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 453 | $47.6K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 452 | $47.6K | 0.00% | +179+65.6% | Added |
| Deseret Mutual Benefit Administrators | 448 | $47.1K | 0.02% | −75−14.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 445 | $46.8K | 0.01% | +15+3.5% | Added |
| Glen Eagle Advisors, LLC | 427 | $44.9K | 0.01% | +85+24.9% | Added |
| Western Pacific Wealth Management, LP | 382 | $40.2K | 0.03% | +282+282.0% | Added |
| Missouri Trust & Investment Co | 368 | $38.7K | 0.01% | −65−15.0% | Reduced |
| AdvisorNet Financial, Inc | 367 | $38.6K | 0.00% | −52−12.4% | Reduced |
| Farmers & Merchants Investments Inc | 365 | $38.4K | 0.00% | +365 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 360 | $37.9K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 357 | $37.7K | 0.00% | +19+5.6% | Added |
| American National Bank | 351 | $36.9K | 0.00% | +235+202.6% | Added |
| NBC Securities, Inc. | 350 | $36.0K | 0.00% | +16+4.8% | Added |
| RFP Financial Group LLC | 326 | $34.3K | 0.01% | +40+14.0% | Added |
| CGC Financial Services, LLC | 325 | $34.2K | 0.01% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 339 | $33.3K | 0.00% | −31−8.4% | Reduced |
| Naples Money Management LLC | 300 | $31.4K | 0.03% | −55−15.5% | Reduced |
| Coppell Advisory Solutions LLC | 276 | $29.0K | 0.00% | +276 | New |
| Riverview Trust Co | 273 | $28.7K | 0.03% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 267 | $28.1K | 0.01% | −18−6.3% | Reduced |
| Versant Capital Management, Inc | 253 | $26.6K | 0.01% | +218+622.9% | Added |
| Mather Group, LLC. | 264 | $26.6K | 0.00% | +208+371.4% | Added |
| Resources Management Corp | 250 | $26.0K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 232 | $24.4K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 228 | $24.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 222 | $23.4K | 0.00% | +102+85.0% | Added |