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 |
|---|---|---|---|---|---|
| CIBC World Markets Corp | 125,134 | $13.2M | 0.09% | +101,582+431.3% | Added |
| Partners Capital Investment Group, LLP | 123,939 | $13.1M | 0.22% | +53,603+76.2% | Added |
| Teacher Retirement System of Texas | 124,064 | $13.1M | 0.07% | +40,418+48.3% | Added |
| Janus Henderson Group PLC | 122,952 | $13.0M | 0.01% | +63,576+107.1% | Added |
| IFM Investors Pty Ltd | 122,624 | $12.9M | 0.13% | +5,671+4.8% | Added |
| Private Wealth Partners, LLC | 120,920 | $12.7M | 0.96% | −870−0.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 119,763 | $12.6M | 0.03% | −23,847−16.6% | Reduced |
| British Columbia Investment Management Corp | 118,657 | $12.5M | 0.08% | +49,759+72.2% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 117,747 | $12.4M | 1.12% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 117,478 | $12.4M | 2.77% | −1,731−1.5% | Reduced |
| Cookson Peirce & Co Inc | 116,976 | $12.3M | 0.59% | +1,627+1.4% | Added |
| Federation des caisses Desjardins du Quebec | 116,835 | $12.3M | 0.07% | +4,273+3.8% | Added |
| EverSource Wealth Advisors, LLC | 99,431 | $12.3M | 0.82% | +1,876+1.9% | Added |
| Buffington Mohr McNeal | 115,936 | $12.2M | 2.14% | −3,352−2.8% | Reduced |
| TCW Group Inc | 113,454 | $11.9M | 0.11% | +113,454 | New |
| Public Sector Pension Investment Board | 112,900 | $11.9M | 0.08% | +35,135+45.2% | Added |
| CIBC World Markets Inc. | 112,405 | $11.8M | 0.03% | +96,136+590.9% | Added |
| Point72 Europe (London) LLP | 112,149 | $11.8M | 1.00% | −112,900−50.2% | Reduced |
| Utah Retirement Systems | 111,000 | $11.7M | 0.14% | −4,000−3.5% | Reduced |
| Natixis | 110,039 | $11.6M | 0.07% | +110,039 | New |
| Comerica Bank | 107,280 | $11.3M | 0.05% | +72,031+204.3% | Added |
| Lountzis Asset Management, LLC | 106,898 | $11.2M | 5.26% | −110.0% | Reduced |
| Xponance, Inc. | 105,896 | $11.1M | 0.11% | +36,292+52.1% | Added |
| Element Capital Management LLC | 105,429 | $11.1M | 0.86% | +105,429 | New |
| Atria Wealth Solutions, Inc. | 105,267 | $11.1M | 0.12% | −15,917−13.1% | Reduced |
| American Century Companies Inc | 105,080 | $11.1M | 0.01% | +2,440+2.4% | Added |
| Chickasaw Capital Management LLC | 102,263 | $10.8M | 0.48% | −450.0% | Reduced |
| Janney Montgomery Scott LLC | 101,725 | $10.7M | 0.03% | +1,175+1.2% | Added |
| Equitable Trust Co | 101,652 | $10.7M | 0.74% | −7,470−6.8% | Reduced |
| Jennison Associates LLC | 100,780 | $10.6M | 0.01% | −108−0.1% | Reduced |
| Gateway Investment Advisers LLC | 99,778 | $10.5M | 0.12% | −27,433−21.6% | Reduced |
| Russell Investments Group, Ltd. | 97,681 | $10.3M | 0.02% | −93,230−48.8% | Reduced |
| SG Americas Securities, LLC | 97,480 | $10.3M | 0.06% | +43,428+80.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 97,102 | $10.2M | 0.04% | −1,466−1.5% | Reduced |
| Assetmark, Inc | 96,980 | $10.2M | 0.03% | +8,346+9.4% | Added |
| CIBC Asset Management Inc | 95,746 | $10.1M | 0.04% | +69,938+271.0% | Added |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 95,575 | $10.1M | 0.11% | +95,575 | New |
| Lavaca Capital LLC | 95,500 | $10.1M | 5.49% | +95,500 | New |
| Cobalt Capital Management, Inc. | 95,000 | $10.0M | 4.33% | −50,000−34.5% | Reduced |
| Advisor Group Holdings, Inc. | 94,532 | $9.95M | 0.02% | −12,190−11.4% | Reduced |
| Mirador Capital Partners LP | 94,055 | $9.90M | 1.86% | +2,469+2.7% | Added |
| Basswood Capital Management, L.L.C. | 92,926 | $9.78M | 0.64% | 00.0% | Unchanged |
| Truist Financial Corp | 92,221 | $9.71M | 0.01% | −8,335−8.3% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 90,359 | $9.52M | 0.29% | +13,914+18.2% | Added |
| Cetera Investment Advisers | 89,160 | $9.38M | 0.02% | +5,309+6.3% | Added |
| B & T Capital Management DBA Alpha Capital Management | 87,731 | $9.23M | 1.80% | −15,876−15.3% | Reduced |
| Picton Mahoney Asset Management | 87,022 | $9.16M | 0.39% | −48,711−35.9% | Reduced |
| Palisade Capital Management LLC | 87,018 | $9.16M | 0.25% | 00.0% | Unchanged |
| Marsico Capital Management LLC | 86,657 | $9.12M | 0.27% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 86,044 | $9.06M | 0.43% | +75+0.1% | Added |
| Campbell Capital Management Inc | 85,016 | $8.95M | 3.84% | +2,252+2.7% | Added |
| Public Employees Retirement Association of Colorado | 84,706 | $8.91M | 0.04% | +512+0.6% | Added |
| Mutual of America Capital Management LLC | 83,834 | $8.82M | 0.10% | +83,834 | New |
| Covey Capital Advisors, LLC | 83,702 | $8.81M | 10.16% | +3,149+3.9% | Added |
| Tower Research Capital LLC (TRC) | 83,404 | $8.78M | 0.15% | +66,235+385.8% | Added |
| Polar Capital Holdings Plc | 82,380 | $8.67M | 0.05% | +385+0.5% | Added |
| ING Groep NV | 82,320 | $8.66M | 0.05% | +82,320 | New |
| Community Trust & Investment Co | 79,829 | $8.40M | 0.57% | −592−0.7% | Reduced |
| Squarepoint Ops LLC | 76,975 | $8.10M | 0.03% | −136,371−63.9% | Reduced |
| Financial Counselors Inc | 76,256 | $8.03M | 0.13% | 00.0% | Unchanged |
| Menlo Advisors LLC | 74,955 | $7.89M | 4.38% | −200−0.3% | Reduced |
| Nissay Asset Management Corp | 74,907 | $7.88M | 0.05% | +7,628+11.3% | Added |
| New York Life Investment Management LLC | 73,922 | $7.78M | 0.08% | +62,832+566.6% | Added |
| Yousif Capital Management, LLC | 73,390 | $7.72M | 0.09% | +64,711+745.6% | Added |
| State of Alaska, Department of Revenue | 72,375 | $7.62M | 0.09% | +72,375 | New |
| HighTower Advisors, LLC | 71,679 | $7.56M | 0.01% | +6,494+10.0% | Added |
| Osborne Partners Capital Management, LLC | 71,618 | $7.54M | 0.45% | +1,160+1.6% | Added |
| Kestra Advisory Services, LLC | 70,525 | $7.42M | 0.04% | +8,095+13.0% | Added |
| Daiwa Securities Group Inc. | 70,465 | $7.42M | 0.04% | +19,513+38.3% | Added |
| Triangle Securities Wealth Management | 69,743 | $7.34M | 2.07% | −6,818−8.9% | Reduced |
| Thrivent Financial for Lutherans | 68,704 | $7.23M | 0.01% | +44,496+183.8% | Added |
| Sterling Investment Advisors, Ltd. | 67,286 | $7.08M | 1.91% | −2,742−3.9% | Reduced |
| Quadrature Capital Ltd | 66,578 | $7.01M | 0.12% | +45,488+215.7% | Added |
| Swedbank AB | 65,432 | $6.89M | 0.01% | +16,424+33.5% | Added |
| MML Investors Services, LLC | 64,883 | $6.83M | 0.03% | +8,411+14.9% | Added |
| Sanctuary Advisors, LLC | 70,734 | $6.76M | 0.05% | +70,734 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 63,572 | $6.69M | 0.08% | +16,679+35.6% | Added |
| Beach Investment Counsel Inc | 63,400 | $6.67M | 0.82% | −500−0.8% | Reduced |
| Mackenzie Financial Corp | 62,344 | $6.56M | 0.01% | +23,080+58.8% | Added |
| Unisphere Establishment | 62,000 | $6.52M | 0.07% | 00.0% | Unchanged |
| Empowered Funds, LLC | 61,886 | $6.51M | 0.11% | +1,369+2.3% | Added |
| Beck Mack & Oliver LLC | 61,566 | $6.48M | 0.13% | −600−1.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 61,000 | $6.42M | 0.02% | +36,000+144.0% | Added |
| Creative Planning | 60,163 | $6.33M | 0.01% | +7,505+14.3% | Added |
| Old Well Partners, LLC | 59,623 | $6.27M | 7.40% | −7,000−10.5% | Reduced |
| Soltis Investment Advisors LLC | 58,929 | $6.20M | 0.66% | +4,571+8.4% | Added |
| Schroder Investment Management Group | 58,189 | $6.12M | 0.01% | +5,710+10.9% | Added |
| Walleye Capital LLC | 57,684 | $6.07M | 0.06% | +21,605+59.9% | Added |
| Coastal Bridge Advisors, LLC | 57,304 | $6.03M | 1.50% | −154−0.3% | Reduced |
| Nisa Investment Advisors, LLC | 57,290 | $6.03M | 0.04% | +500+0.9% | Added |
| Heron Bay Capital Management | 57,125 | $6.01M | 1.28% | −6,300−9.9% | Reduced |
| Oregon Public Employees Retirement Fund | 57,110 | $6.01M | 0.12% | +57,110 | New |
| Metavasi Capital LP | 57,053 | $6.00M | 3.30% | 00.0% | Unchanged |
| Jackson Square Partners, LLC | 56,903 | $5.99M | 0.37% | −25,211−30.7% | Reduced |
| Grand Jean Capital Management Inc | 55,971 | $5.89M | 1.47% | +1,317+2.4% | Added |
| 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 |
| Jupiter Asset Management Ltd | 55,941 | $5.89M | 0.06% | +55,941 | New |
| Absolute Gestao de Investimentos Ltda. | 55,877 | $5.88M | 3.07% | −18,397−24.8% | Reduced |
| Pathstone Holdings, LLC | 55,252 | $5.81M | 0.03% | +21,694+64.6% | Added |