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 |
|---|---|---|---|---|---|
| Seven Eight Capital, LP | 26,198 | $2.76M | 0.29% | +26,198 | New |
| Procyon Private Wealth Partners, LLC | 26,070 | $2.74M | 0.20% | +2,581+11.0% | Added |
| McKinley Capital Management LLC /Delaware | 25,772 | $2.71M | 0.47% | −311−1.2% | Reduced |
| Baird Financial Group, Inc. | 25,643 | $2.70M | 0.01% | +100+0.4% | Added |
| Fortitude Family Office, LLC | 25,616 | $2.70M | 1.53% | +562+2.2% | Added |
| Wesbanco Bank Inc | 25,103 | $2.64M | 0.10% | −1,094−4.2% | Reduced |
| Regions Financial Corp | 25,016 | $2.63M | 0.02% | −5,161−17.1% | Reduced |
| Mercer Global Advisors Inc | 24,650 | $2.62M | 0.01% | +1,412+6.1% | Added |
| Principal Securities, Inc. | 24,798 | $2.61M | 0.07% | −336−1.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 24,624 | $2.59M | 0.03% | +9,548+63.3% | Added |
| Verition Fund Management LLC | 24,587 | $2.59M | 0.02% | −39,690−61.7% | Reduced |
| Blair William & Co | 24,373 | $2.56M | 0.01% | +1,457+6.4% | Added |
| Checchi Capital Advisers, LLC | 24,329 | $2.56M | 0.20% | +359+1.5% | Added |
| Twinbeech Capital LP | 23,989 | $2.52M | 0.05% | +23,989 | New |
| Citizens Financial Group Inc | 23,973 | $2.52M | 0.06% | +20,899+679.9% | Added |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 23,500 | $2.48M | 0.21% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 23,035 | $2.42M | 0.08% | +569+2.5% | Added |
| Aigen Investment Management, LP | 22,903 | $2.41M | 0.47% | +13,058+132.6% | Added |
| Oxford Financial Group Ltd | 22,701 | $2.39M | 0.16% | +1,950+9.4% | Added |
| Wealthfront Advisers LLC | 22,604 | $2.38M | 0.01% | +3,677+19.4% | Added |
| Clearstead Advisors, LLC | 22,577 | $2.38M | 0.04% | +1,393+6.6% | Added |
| Sciencast Management LP | 22,512 | $2.37M | 0.82% | +13,864+160.3% | Added |
| Southeast Asset Advisors Inc. | 22,357 | $2.35M | 0.28% | 00.0% | Unchanged |
| Norinchukin Bank, The | 22,161 | $2.33M | 0.07% | +22,161 | New |
| Sierra Capital LLC | 22,020 | $2.32M | 0.31% | 00.0% | Unchanged |
| Pearl River Capital, LLC | 21,975 | $2.31M | 0.37% | +16,359+291.3% | Added |
| Bray Capital Advisors | 21,920 | $2.31M | 0.58% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 21,675 | $2.29M | 0.12% | −20.0% | Reduced |
| Warren Averett Asset Management, LLC | 21,777 | $2.29M | 0.04% | +25+0.1% | Added |
| CFM Wealth Partners LLC | 21,655 | $2.28M | 0.42% | +4,507+26.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 21,467 | $2.26M | 0.15% | +21,467 | New |
| Tredje AP-fonden | 21,355 | $2.25M | 0.02% | −332−1.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 21,180 | $2.23M | 0.06% | +21,180 | New |
| Perbak Capital Partners LLP | 20,824 | $2.19M | 0.65% | +20,824 | New |
| NEOS Investment Management LLC | 20,690 | $2.18M | 0.09% | +20,690 | New |
| QRG Capital Management, Inc. | 20,560 | $2.16M | 0.03% | +2,663+14.9% | Added |
| U S Global Investors Inc | 20,450 | $2.15M | 0.20% | +8,300+68.3% | Added |
| Integrated Advisors Network LLC | 20,422 | $2.15M | 0.11% | −816−3.8% | Reduced |
| Mission Wealth Management, LP | 20,399 | $2.15M | 0.06% | +80+0.4% | Added |
| Avalon Trust Co | 20,284 | $2.13M | 0.17% | 00.0% | Unchanged |
| Wedbush Securities Inc | 20,271 | $2.13M | 0.08% | +1,708+9.2% | Added |
| National Asset Management, Inc. | 20,215 | $2.13M | 0.05% | +429+2.2% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 20,025 | $2.11M | 0.02% | +20,025 | New |
| Moody National Bank Trust Division | 19,924 | $2.10M | 0.16% | +79+0.4% | Added |
| Zacks Investment Management | 19,868 | $2.09M | 0.02% | +541+2.8% | Added |
| Pinnacle Associates Ltd | 19,601 | $2.06M | 0.03% | +13+0.1% | Added |
| CTC Alternative Strategies, Ltd. | 19,600 | $2.06M | 0.88% | +19,600 | New |
| CIBC Private Wealth Group, LLC | 19,608 | $2.06M | 0.00% | −8,640−30.6% | Reduced |
| RiverPark Advisors, LLC | 19,403 | $2.04M | 1.69% | −1,210−5.9% | Reduced |
| Connable Office Inc | 19,229 | $2.02M | 0.22% | −5,557−22.4% | Reduced |
| Riverpark Capital Management LLC | 19,179 | $2.02M | 2.67% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 19,171 | $2.02M | 0.16% | +19,171 | New |
| RSM US Wealth Management LLC | 18,918 | $1.98M | 0.03% | +18,918 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 18,783 | $1.98M | 0.05% | −26,126−58.2% | Reduced |
| Cross Staff Investments Inc | 18,757 | $1.97M | 1.65% | +257+1.4% | Added |
| Seven Post Investment Office LP | 18,700 | $1.97M | 0.36% | 00.0% | Unchanged |
| Virtu Financial LLC | 18,567 | $1.95M | 0.14% | +9,969+115.9% | Added |
| Andra AP-fonden | 18,300 | $1.93M | 0.03% | +7,900+76.0% | Added |
| United Asset Strategies, Inc. | 18,198 | $1.92M | 0.19% | −2,941−13.9% | Reduced |
| Ar Asset Management Inc | 18,000 | $1.89M | 0.46% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 17,735 | $1.87M | 0.09% | +1,825+11.5% | Added |
| Credit Agricole S A | 17,718 | $1.86M | 0.01% | +17,718 | New |
| AlTi Global, Inc. | 17,634 | $1.86M | 0.05% | +14,982+564.9% | Added |
| Maltese Capital Management LLC | 17,600 | $1.85M | 0.34% | −12,000−40.5% | Reduced |
| Franklin Street Advisors Inc | 17,547 | $1.85M | 0.13% | +172+1.0% | Added |
| Next Capital Management LLC | 17,483 | $1.84M | 0.78% | −174−1.0% | Reduced |
| Pensionmark Financial Group, LLC | 17,242 | $1.81M | 0.11% | +587+3.5% | Added |
| Essex Financial Services, Inc. | 16,056 | $1.81M | 0.13% | +475+3.0% | Added |
| LB Partners LLC | 17,100 | $1.80M | 1.50% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 17,075 | $1.80M | 0.15% | 00.0% | Unchanged |
| Van Eck Associates Corp | 16,462 | $1.73M | 0.00% | +2,696+19.6% | Added |
| J.W. Cole Advisors, Inc. | 16,232 | $1.71M | 0.08% | +142+0.9% | Added |
| Lansing Street Advisors | 15,669 | $1.65M | 0.69% | +55+0.4% | Added |
| Fulton Bank, N.A. | 15,628 | $1.64M | 0.07% | +2,060+15.2% | Added |
| Louisbourg Investments Inc. | 18,597 | $1.63M | 0.46% | −4,324−18.9% | Reduced |
| AXA S.A. | 15,243 | $1.60M | 0.00% | +9,810+180.6% | Added |
| Capula Management Ltd | 15,100 | $1.59M | 0.02% | +15,100 | New |
| Dai-Ichi Life Insurance Company, Ltd | 14,984 | $1.58M | 0.04% | +10,773+255.8% | Added |
| Yelin Lapidot Holdings Management Ltd. | 14,827 | $1.56M | 0.28% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 14,811 | $1.56M | 0.02% | +3,385+29.6% | Added |
| Raymond James Trust N.A. | 14,782 | $1.56M | 0.04% | −2,247−13.2% | Reduced |
| Private Advisor Group, LLC | 14,686 | $1.55M | 0.01% | +458+3.2% | Added |
| Assenagon Asset Management S.A. | 14,334 | $1.51M | 0.00% | −51,164−78.1% | Reduced |
| Walter & Keenan Financial Consulting Co | 14,326 | $1.51M | 0.48% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 14,153 | $1.49M | 0.01% | +5,507+63.7% | Added |
| Level Four Advisory Services, LLC | 14,127 | $1.49M | 0.07% | +250+1.8% | Added |
| Advisor OS, LLC | 14,069 | $1.48M | 0.16% | +3,086+28.1% | Added |
| Grandeur Peak Global Advisors, LLC | 14,013 | $1.47M | 0.12% | +14,013 | New |
| Mosaic Financial Group, LLC | 14,000 | $1.47M | 1.06% | +7,000+100.0% | Added |
| Atlas Capital Advisors LLC | 13,944 | $1.47M | 0.19% | −2,008−12.6% | Reduced |
| First National Bank Sioux Falls | 13,888 | $1.46M | 0.76% | 00.0% | Unchanged |
| Dakota Wealth Management | 13,810 | $1.45M | 0.03% | +1,725+14.3% | Added |
| Investment Management Corp of Ontario | 13,784 | $1.45M | 0.04% | +4,500+48.5% | Added |
| Choate Investment Advisors | 13,723 | $1.44M | 0.04% | 00.0% | Unchanged |
| Coastline Trust Co | 13,719 | $1.44M | 0.17% | +13,719 | New |
| Sequoia Financial Advisors, LLC | 13,597 | $1.43M | 0.02% | −138−1.0% | Reduced |
| Professional Financial Advisors, LLC | 13,548 | $1.43M | 0.39% | +203+1.5% | Added |
| Virtue Capital Management, LLC | 12,013 | $1.42M | 0.24% | +442+3.8% | Added |
| Legacy Capital Wealth Partners, LLC | 13,536 | $1.42M | 0.36% | +13,536 | New |
| Duncan Williams Asset Management, LLC | 13,522 | $1.42M | 1.20% | −179−1.3% | Reduced |