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 |
|---|---|---|---|---|---|
| Independent Advisor Alliance | 13,506 | $1.42M | 0.05% | +231+1.7% | Added |
| Guardian Investment Management | 13,425 | $1.41M | 1.03% | −75−0.6% | Reduced |
| Capstone Investment Advisors, LLC | 13,282 | $1.40M | 0.03% | +10,772+429.2% | Added |
| FIL Ltd | 13,214 | $1.39M | 0.00% | 00.0% | Unchanged |
| River & Mercantile Asset Management LLP | 13,167 | $1.39M | 0.38% | −259−1.9% | Reduced |
| Zimmermann Investment Management & Planning LLC | 13,146 | $1.38M | 0.46% | +932+7.6% | Added |
| Robertson Stephens Wealth Management, LLC | 13,129 | $1.38M | 0.07% | −653−4.7% | Reduced |
| Commerce Bank | 12,973 | $1.37M | 0.01% | +527+4.2% | Added |
| Northeast Investment Management | 12,800 | $1.35M | 0.06% | +1,000+8.5% | Added |
| Wetherby Asset Management Inc | 12,696 | $1.34M | 0.06% | −13−0.1% | Reduced |
| IHT Wealth Management, LLC | 12,677 | $1.33M | 0.05% | −109−0.9% | Reduced |
| Bradley Foster & Sargent Inc | 12,600 | $1.33M | 0.02% | +1,963+18.5% | Added |
| NewEdge Wealth, LLC | 12,597 | $1.33M | 0.03% | +41+0.3% | Added |
| Avantax Advisory Services, Inc. | 12,541 | $1.32M | 0.01% | +9,019+256.1% | Added |
| Fort Pitt Capital Group, LLC | 12,357 | $1.30M | 0.04% | +20+0.2% | Added |
| Vestcor Inc | 12,320 | $1.30M | 0.04% | −14,242−53.6% | Reduced |
| Driehaus Capital Management LLC | 12,187 | $1.28M | 0.01% | +2,450+25.2% | Added |
| GTS Securities LLC | 12,086 | $1.27M | 0.03% | +12,086 | New |
| Glenmede Trust Co NA | 12,057 | $1.27M | 0.01% | −21,092−63.6% | Reduced |
| James J. Burns & Company, LLC | 12,033 | $1.27M | 0.25% | +12,033 | New |
| Element Pointe Advisors, LLC | 12,002 | $1.26M | 0.32% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 11,990 | $1.26M | 0.02% | +5,494+84.6% | Added |
| Advisory Services Network, LLC | 11,949 | $1.26M | 0.03% | −630−5.0% | Reduced |
| Highland Capital Management, LLC | 11,882 | $1.25M | 0.07% | −2,363−16.6% | Reduced |
| Keybank National Association | 11,865 | $1.25M | 0.01% | −715−5.7% | Reduced |
| Harbor Capital Advisors, Inc. | 11,833 | $1.25M | 0.09% | +25+0.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 11,668 | $1.23M | 0.12% | +3,748+47.3% | Added |
| Gilbert & Cook, Inc. | 11,462 | $1.21M | 0.18% | −1,766−13.4% | Reduced |
| Spire Wealth Management | 11,308 | $1.19M | 0.04% | −567−4.8% | Reduced |
| Farther Finance Advisors, LLC | 11,365 | $1.19M | 0.06% | +3,458+43.7% | Added |
| Silvant Capital Management LLC | 11,246 | $1.18M | 0.05% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 11,238 | $1.18M | 0.02% | +11,238 | New |
| Lynx Capital Group Ltd | 11,187 | $1.18M | 0.81% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 11,172 | $1.18M | 0.30% | +211+1.9% | Added |
| Financial Management Network Inc | 11,082 | $1.18M | 0.28% | +587+5.6% | Added |
| Prudential PLC | 11,098 | $1.17M | 0.01% | +2,590+30.4% | Added |
| MAI Capital Management | 10,967 | $1.15M | 0.01% | +221+2.1% | Added |
| Boston Private Wealth LLC | 10,961 | $1.15M | 0.03% | +14+0.1% | Added |
| Davenport & Co LLC | 10,907 | $1.15M | 0.01% | −75−0.7% | Reduced |
| Trueblood Wealth Management, LLC | 10,818 | $1.14M | 0.64% | −16−0.1% | Reduced |
| Illinois Municipal Retirement Fund | 10,757 | $1.13M | 0.02% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 10,689 | $1.12M | 0.00% | −695,599−98.5% | Reduced |
| Resources Investment Advisors, LLC. | 10,655 | $1.12M | 0.01% | +5,711+115.5% | Added |
| Zhang Financial LLC | 10,615 | $1.12M | 0.08% | +711+7.2% | Added |
| Hunting Hill Global Capital, LLC | 10,471 | $1.10M | 0.55% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 10,364 | $1.09M | 0.03% | +17+0.2% | Added |
| Western Wealth Management, LLC | 10,340 | $1.09M | 0.08% | 00.0% | Unchanged |
| Profund Advisors LLC | 10,333 | $1.09M | 0.04% | +10,333 | New |
| Mutual Advisors, LLC | 9,133 | $1.08M | 0.03% | +78+0.9% | Added |
| Lazard Asset Management LLC | 10,289 | $1.08M | 0.00% | −2,818−21.5% | Reduced |
| Beaumont Financial Advisors, LLC | 10,230 | $1.08M | 0.09% | +10+0.1% | Added |
| TownSquare Capital, LLC | 10,220 | $1.08M | 0.01% | +1,363+15.4% | Added |
| D. E. Shaw & Co., Inc. | 10,179 | $1.07M | 0.00% | −778,004−98.7% | Reduced |
| Red Door Wealth Management, LLC | 10,160 | $1.07M | 0.19% | −7−0.1% | Reduced |
| Clear Harbor Asset Management, LLC | 10,125 | $1.07M | 0.09% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 10,027 | $1.06M | 0.41% | +10,027 | New |
| RFG Advisory, LLC | 9,897 | $1.04M | 0.03% | +2,571+35.1% | Added |
| RW Investment Management LLC | 9,762 | $1.03M | 0.14% | −27−0.3% | Reduced |
| Yorktown Management & Research Co Inc | 9,700 | $1.02M | 1.10% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 9,696 | $1.02M | 0.11% | +1,138+13.3% | Added |
| Snowden Capital Advisors LLC | 9,671 | $1.02M | 0.03% | −1,357−12.3% | Reduced |
| NVWM, LLC | 9,586 | $1.01M | 0.27% | +9,561+38,244.0% | Added |
| Sherbrooke Park Advisers LLC | 9,546 | $1.00M | 0.18% | +4,850+103.3% | Added |
| Aries Wealth Management | 9,484 | $998.1K | 0.31% | +524+5.8% | Added |
| Agf Management Ltd | 9,418 | $991.1K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 9,322 | $983.0K | 0.07% | +1,906+25.7% | Added |
| Stamos Capital Partners, L.P. | 9,280 | $976.6K | 0.21% | −520−5.3% | Reduced |
| Bokf, NA | 9,235 | $971.9K | 0.02% | −1,170−11.2% | Reduced |
| Beacon Pointe Advisors, LLC | 9,152 | $963.2K | 0.01% | +166+1.8% | Added |
| Vident Advisory, LLC | 9,151 | $963.0K | 0.03% | +1,627+21.6% | Added |
| Equitable Holdings, Inc. | 9,124 | $960.2K | 0.01% | +330+3.8% | Added |
| Kraematon Investment Advisors, Inc | 9,107 | $958.4K | 0.97% | −154−1.7% | Reduced |
| Horizon Investments, LLC | 9,084 | $956.0K | 0.03% | +9,084 | New |
| Prelude Capital Management, LLC | 9,025 | $949.8K | 0.08% | +4,825+114.9% | Added |
| Segment Wealth Management, LLC | 8,850 | $931.4K | 0.07% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 8,827 | $929.0K | 0.10% | −787−8.2% | Reduced |
| Central Pacific Bank - Trust Division | 8,775 | $923.5K | 0.11% | +8,775 | New |
| Virtus ETF Advisers LLC | 8,774 | $923.4K | 0.45% | −246−2.7% | Reduced |
| Qtron Investments LLC | 8,706 | $916.2K | 0.13% | 00.0% | Unchanged |
| Fiduciary Group LLC | 8,700 | $915.6K | 0.10% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 8,617 | $906.9K | 0.58% | 00.0% | Unchanged |
| E&G Advisors, LP | 8,600 | $905.1K | 0.27% | −26−0.3% | Reduced |
| Douglas Lane & Associates, LLC | 8,590 | $904.0K | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 8,590 | $904.0K | 0.04% | +510+6.3% | Added |
| La Banque Postale Asset Management SA | 8,568 | $901.7K | 0.04% | −660−7.2% | Reduced |
| D.A. Davidson & Co. | 8,526 | $897.4K | 0.01% | −47,948−84.9% | Reduced |
| Smith Shellnut Wilson LLC | 8,508 | $895.4K | 0.43% | 00.0% | Unchanged |
| Forum Financial Management, LP | 8,450 | $889.3K | 0.02% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 8,427 | $887.0K | 0.01% | +3,077+57.5% | Added |
| CWM, LLC | 8,415 | $886.0K | 0.00% | +631+8.1% | Added |
| Transcend Wealth Collective, LLC | 8,321 | $875.7K | 0.06% | +677+8.9% | Added |
| Dantai Capital Ltd | 8,300 | $873.5K | 0.98% | −8,235−49.8% | Reduced |
| Hanseatic Management Services Inc | 8,198 | $862.8K | 1.30% | +137+1.7% | Added |
| Abn Amro Investment Solutions | 8,164 | $859.2K | 0.02% | +5,496+206.0% | Added |
| Synovus Financial Corp | 8,150 | $857.8K | 0.01% | +31+0.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 8,129 | $855.5K | 0.20% | +19+0.2% | Added |
| Lido Advisors, LLC | 8,085 | $850.9K | 0.01% | +3,013+59.4% | Added |
| Kestra Private Wealth Services, LLC | 8,080 | $850.3K | 0.02% | −1,610−16.6% | Reduced |
| Veriti Management LLC | 8,025 | $844.6K | 0.05% | +2,003+33.3% | Added |
| Corsair Capital Management, L.P. | 8,020 | $844.0K | 0.24% | −56−0.7% | Reduced |