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 |
|---|---|---|---|---|---|
| Sage Rhino Capital LLC | 7,944 | $836.0K | 0.20% | +29+0.4% | Added |
| Parallel Advisors, LLC | 7,912 | $832.7K | 0.02% | +249+3.2% | Added |
| Bayesian Capital Management, LP | 7,900 | $831.4K | 0.10% | −11,526−59.3% | Reduced |
| GAMMA Investing LLC | 7,818 | $822.8K | 0.11% | +225+3.0% | Added |
| Daymark Wealth Partners, LLC | 7,797 | $820.5K | 0.04% | +7,797 | New |
| Ieq Capital, LLC | 7,789 | $819.7K | 0.01% | +2,537+48.3% | Added |
| Centaurus Financial, Inc. | 7,715 | $812.0K | 0.05% | +98+1.3% | Added |
| Seaport Global Advisors, LLC | 7,713 | $811.7K | 2.91% | +7,713 | New |
| ProVise Management Group, LLC | 7,690 | $809.3K | 0.07% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 7,654 | $805.5K | 0.11% | −109−1.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 7,576 | $797.3K | 0.03% | +4,868+179.8% | Added |
| PGGM Investments | 7,460 | $785.0K | 0.01% | −5,432−42.1% | Reduced |
| Meeder Advisory Services, Inc. | 7,432 | $782.1K | 0.06% | +3,119+72.3% | Added |
| Bamco Inc | 7,400 | $778.8K | 0.00% | +7,400 | New |
| Moors & Cabot, Inc. | 7,354 | $774.0K | 0.04% | −2,306−23.9% | Reduced |
| GWM Advisors LLC | 7,321 | $770.4K | 0.01% | +976+15.4% | Added |
| Jones Financial Companies LLLP | 7,313 | $769.6K | 0.00% | +6,957+1,954.2% | Added |
| MJP Associates Inc | 7,273 | $765.4K | 0.16% | +1,807+33.1% | Added |
| Fifth Third Wealth Advisors LLC | 7,181 | $755.7K | 0.06% | +5,071+240.3% | Added |
| Tudor Investment Corp Et Al | 7,176 | $755.2K | 0.01% | +7,176 | New |
| HB Wealth Management, LLC | 7,120 | $749.3K | 0.01% | +315+4.6% | Added |
| Arete Wealth Advisors, LLC | 7,109 | $748.0K | 0.06% | +7,109 | New |
| Dynamic Advisor Solutions LLC | 7,092 | $746.4K | 0.02% | −287−3.9% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 7,090 | $746.2K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,004 | $737.1K | 0.03% | +7,004 | New |
| Linscomb & Williams, Inc. | 7,000 | $736.7K | 0.04% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 6,988 | $735.4K | 0.00% | +169+2.5% | Added |
| Integrated Investment Consultants, LLC | 7,311 | $735.3K | 0.20% | 00.0% | Unchanged |
| Signaturefd, LLC | 6,955 | $731.9K | 0.01% | +460+7.1% | Added |
| Firethorn Wealth Partners, LLC | 6,934 | $729.7K | 0.41% | −455−6.2% | Reduced |
| Cigna Investments Inc | 6,931 | $729.0K | 0.14% | +40+0.6% | Added |
| JustInvest LLC | 6,909 | $727.1K | 0.01% | +1,841+36.3% | Added |
| SageView Advisory Group, LLC | 6,871 | $723.1K | 0.03% | +6,871 | New |
| Independent Financial Group, LLC | 6,866 | $722.6K | 0.03% | +6,866 | New |
| Golden State Equity Partners | 6,835 | $719.3K | 0.15% | +6,835 | New |
| ASB Consultores, LLC | 6,800 | $715.6K | 0.26% | −3,184−31.9% | Reduced |
| One Capital Management, LLC | 6,792 | $714.8K | 0.02% | +6,792 | New |
| Capital International Sarl | 6,780 | $713.5K | 0.02% | +6,780 | New |
| Diversified Trust Co | 6,767 | $712.2K | 0.02% | −1,108−14.1% | Reduced |
| Moloney Securities Asset Management, LLC | 6,696 | $704.7K | 0.10% | −254−3.7% | Reduced |
| Merit Financial Group, LLC | 6,671 | $702.0K | 0.02% | −171−2.5% | Reduced |
| Deerfield Management Company, L.P. (Series C) | 6,567 | $691.1K | 0.01% | +1,710+35.2% | Added |
| First Bank & Trust | 6,536 | $687.8K | 0.14% | +104+1.6% | Added |
| Principal Street Partners, LLC | 6,526 | $686.8K | 0.12% | −141−2.1% | Reduced |
| Principle Wealth Partners LLC | 6,520 | $686.2K | 0.05% | +20+0.3% | Added |
| Westover Capital Advisors, LLC | 6,465 | $680.4K | 0.18% | +6,465 | New |
| Centiva Capital, LP | 6,449 | $678.7K | 0.03% | −2,109−24.6% | Reduced |
| Visionary Wealth Advisors | 6,435 | $677.2K | 0.04% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,416 | $675.3K | 0.19% | 00.0% | Unchanged |
| Sigma Planning Corp | 6,408 | $674.4K | 0.02% | +58+0.9% | Added |
| Old National Bancorp | 6,392 | $672.7K | 0.02% | −242−3.6% | Reduced |
| Diligent Investors, LLC | 6,304 | $663.4K | 0.16% | −290−4.4% | Reduced |
| Welch & Forbes LLC | 6,250 | $659.9K | 0.01% | −25−0.4% | Reduced |
| HighPoint Advisor Group LLC | 5,496 | $659.0K | 0.04% | +651+13.4% | Added |
| Marks Group Wealth Management, Inc | 6,188 | $651.2K | 0.07% | −784−11.2% | Reduced |
| Keystone Investors Pte Ltd | 6,081 | $640.0K | 0.05% | +1,553+34.3% | Added |
| Spirepoint Private Client, LLC | 6,000 | $631.4K | 0.09% | −132−2.2% | Reduced |
| Summit Financial, LLC | 5,990 | $630.4K | 0.03% | +2,575+75.4% | Added |
| Engineers Gate Manager LP | 5,920 | $623.0K | 0.01% | −23,198−79.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,912 | $622.0K | 0.07% | +3,909+195.2% | Added |
| Fidelis Capital Partners, LLC | 5,705 | $620.6K | 0.09% | −1,385−19.5% | Reduced |
| Good Life Advisors, LLC | 5,702 | $600.0K | 0.05% | +30+0.5% | Added |
| CIC Wealth, LLC | 5,685 | $598.3K | 0.16% | −200−3.4% | Reduced |
| Zions Bancorporation, N.A. | 5,639 | $593.4K | 0.05% | +2,542+82.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 5,635 | $593.0K | 0.00% | +1,435+34.2% | Added |
| KCM Investment Advisors LLC | 5,633 | $592.8K | 0.02% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 5,016 | $591.7K | 0.30% | +385+8.3% | Added |
| Concurrent Investment Advisors, LLC | 5,548 | $583.9K | 0.02% | −4,909−46.9% | Reduced |
| Carnegie Capital Asset Management, LLC | 5,500 | $578.8K | 0.02% | −259−4.5% | Reduced |
| Acadian Asset Management LLC | 5,487 | $576.0K | 0.00% | −9,480−63.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5,400 | $568.3K | 0.01% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 5,331 | $561.1K | 0.09% | −315−5.6% | Reduced |
| Boothbay Fund Management, LLC | 5,296 | $557.4K | 0.02% | −25,434−82.8% | Reduced |
| Prospera Financial Services Inc | 5,276 | $555.2K | 0.02% | +966+22.4% | Added |
| Stratos Wealth Advisors, LLC | 5,273 | $555.0K | 0.03% | −951−15.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,244 | $551.9K | 0.23% | +106+2.1% | Added |
| Marex Group plc | 5,218 | $549.1K | 0.01% | +5,218 | New |
| Leonteq Securities AG | 5,177 | $544.8K | 0.08% | +824+18.9% | Added |
| Guinness Asset Management LTD | 5,167 | $543.8K | 0.01% | −739−12.5% | Reduced |
| BNP Paribas | 5,150 | $542.0K | 0.03% | +300+6.2% | Added |
| NFC Investments, LLC | 5,140 | $541.0K | 0.16% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 5,058 | $532.3K | 0.01% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 5,044 | $530.8K | 0.13% | 00.0% | Unchanged |
| TFB Advisors LLC | 5,035 | $529.9K | 0.17% | +412+8.9% | Added |
| DRW Securities, LLC | 5,031 | $529.5K | 0.03% | −25,369−83.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,014 | $527.7K | 0.02% | +2,165+76.0% | Added |
| Cary Street Partner Investment Advisory LLC | 4,972 | $523.3K | 0.02% | −219−4.2% | Reduced |
| Glenview Trust Co | 4,954 | $521.4K | 0.01% | +1,590+47.3% | Added |
| Carolinas Wealth Consulting LLC | 4,907 | $516.3K | 0.10% | −32−0.6% | Reduced |
| TradeLink Capital LLC | 4,900 | $516.0K | 1.49% | +4,900 | New |
| Samalin Investment Counsel, LLC | 4,893 | $515.0K | 0.24% | −443−8.3% | Reduced |
| MGB Wealth Management, LLC | 4,650 | $514.9K | 0.19% | +150+3.3% | Added |
| Okabena Investment Services Inc | 4,854 | $510.8K | 0.16% | −11,469−70.3% | Reduced |
| Edgemoor Investment Advisors, Inc. | 4,840 | $509.4K | 0.05% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 4,836 | $508.9K | 0.02% | +4,836 | New |
| Prime Capital Investment Advisors, LLC | 4,806 | $505.8K | 0.01% | −15,818−76.7% | Reduced |
| Duncker Streett & Co Inc | 4,800 | $505.2K | 0.10% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 4,785 | $503.6K | 0.08% | −35−0.7% | Reduced |
| Sweeney & Michel, LLC | 4,724 | $498.8K | 0.21% | +7+0.1% | Added |
| Fusion Capital, LLC | 4,716 | $496.3K | 0.23% | +7+0.1% | Added |