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 |
|---|---|---|---|---|---|
| Migdal Insurance & Financial Holdings Ltd. | 217 | $23.0K | 0.00% | +217 | New |
| Quent Capital, LLC | 214 | $22.5K | 0.00% | +102+91.1% | Added |
| Harbour Investments, Inc. | 209 | $22.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 199 | $20.9K | 0.00% | +14+7.6% | Added |
| Great Lakes Retirement, Inc. | 193 | $20.3K | 0.00% | +193 | New |
| Pathway Financial Advisers, LLC | 186 | $19.5K | 0.01% | +1+0.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 178 | $18.7K | 0.01% | +178 | New |
| Pacific Capital Wealth Advisors, Inc | 167 | $17.6K | 0.00% | +132+377.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 160 | $16.0K | 0.00% | +160 | New |
| Raleigh Capital Management Inc. | 150 | $15.8K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 147 | $15.5K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 133 | $14.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 125 | $13.2K | 0.00% | −343−73.3% | Reduced |
| GW&K Investment Management, LLC | 127 | $13.0K | 0.00% | +127 | New |
| BOK Financial Private Wealth, Inc. | 116 | $12.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 110 | $11.6K | 0.00% | −144−56.7% | Reduced |
| Cedar Wealth Management, LLC | 109 | $11.5K | 0.00% | −47−30.1% | Reduced |
| Creative Financial Designs Inc | 108 | $11.4K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 105 | $11.1K | 0.01% | +105 | New |
| State of Tennessee, Treasury Department | 100 | $10.5K | 0.00% | +100 | New |
| Empirical Asset Management, LLC | 10,331 | $10.3K | 0.00% | +10,331 | New |
| Sachetta, LLC | 86 | $10.3K | 0.00% | +63+273.9% | Added |
| Proequities, Inc. | 96 | $10.1K | 0.00% | +47+95.9% | Added |
| Beacon Capital Management, LLC | 86 | $9.07K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 84 | $8.84K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 75 | $8.00K | 0.00% | −5−6.3% | Reduced |
| CoreCap Advisors, LLC | 72 | $7.58K | 0.00% | +64+800.0% | Added |
| Colonial Trust Co | 71 | $7.50K | 0.00% | +8+12.7% | Added |
| Fairman Group, LLC | 66 | $6.95K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 64 | $6.74K | 0.00% | +35+120.7% | Added |
| Exchange Traded Concepts, LLC | 61 | $6.42K | 0.00% | −2,629−97.7% | Reduced |
| Bellevue Asset Management, LLC | 60 | $6.31K | 0.00% | −2−3.2% | Reduced |
| Stephens Consulting, LLC | 59 | $6.21K | 0.00% | +59 | New |
| Financial Management Professionals, Inc. | 57 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 53 | $5.58K | 0.00% | −1−1.9% | Reduced |
| Salem Investment Counselors Inc | 51 | $5.37K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 51 | $5.37K | 0.00% | +15+41.7% | Added |
| Pacific Center for Financial Services | 47 | $4.95K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 47 | $4.95K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 46 | $4.84K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 44 | $4.63K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 44 | $4.63K | 0.00% | +32+266.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 41 | $4.32K | 0.00% | +41 | New |
| First PREMIER Bank | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 35 | $3.68K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 30 | $3.16K | 0.00% | +5+20.0% | Added |
| Tucker Asset Management LLC | 30 | $3.16K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 26 | $2.74K | 0.00% | +26 | New |
| Insight Financial Services | 25 | $2.63K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 24 | $2.53K | 0.00% | +6+33.3% | Added |
| Geneos Wealth Management Inc. | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 18 | $1.89K | 0.00% | +18 | New |
| Aspect Partners, LLC | 13 | $1.37K | 0.00% | +13 | New |
| Core Alternative Capital | 12 | $1.26K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 12 | $1.26K | 0.00% | +12 | New |
| DHJJ Financial Advisors, Ltd. | 10 | $1.05K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 10 | $1.05K | 0.00% | +10 | New |
| Avion Wealth | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 7 | $737 | 0.00% | −4−36.4% | Reduced |
| Continuum Advisory, LLC | 5 | $526 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 5 | $526 | 0.00% | +5 | New |
| Scarborough Advisors, LLC | 4 | $421 | 0.00% | +4 | New |
| Qube Research & Technologies Ltd | 3 | $316 | 0.00% | −776,194−100.0% | Reduced |
| Financial Network Wealth Advisors LLC | 2 | $210 | 0.00% | +2 | New |
| Y.D. More Investments Ltd | 360 | $101 | 0.00% | +360 | New |
| Beaird Harris Wealth Management, LLC | 1 | $54 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| FinTrust Capital Advisors, LLC | 178 | $0 | 0.00% | +161+947.1% | Added |
| GQG Partners LLC | 0 | $0 | 0.00% | −2,157,531−100.0% | Sold out |
| Darsana Capital Partners LP | 0 | $0 | 0.00% | −2,000,000−100.0% | Sold out |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −942,337−100.0% | Sold out |
| Corvex Management LP | 0 | $0 | 0.00% | −639,582−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −569,564−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −416,521−100.0% | Sold out |
| Eminence Capital, LP | 0 | $0 | 0.00% | −370,024−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −274,265−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −224,328−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −223,700−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −215,782−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −187,627−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −178,906−100.0% | Sold out |
| HST Ventures, LLC | 0 | $0 | 0.00% | −158,498−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −149,369−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −148,300−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −130,100−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −79,349−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −63,331−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −59,637−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −57,563−100.0% | Sold out |
| Bain Capital Public Equity, LP | 0 | $0 | 0.00% | −49,725−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −37,188−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −32,532−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −32,430−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −27,863−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −24,500−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −20,958−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −20,686−100.0% | Sold out |
| Sendero Wealth Management, LLC | 0 | $0 | 0.00% | −20,332−100.0% | Sold out |
| Pacific Capital Partners Ltd | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |