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 |
|---|---|---|---|---|---|
| Aft, Forsyth & Sober, LLC | 4,700 | $494.6K | 0.17% | 00.0% | Unchanged |
| Emprise Bank | 4,681 | $492.6K | 0.30% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 4,658 | $490.2K | 0.01% | +94+2.1% | Added |
| Islay Capital Management, LLC | 4,656 | $490.0K | 0.35% | −225−4.6% | Reduced |
| Mount Lucas Management LP | 4,604 | $484.5K | 0.17% | +4,604 | New |
| JTC Employer Solutions Trusteee Ltd | 4,544 | $479.0K | 0.03% | −6,575−59.1% | Reduced |
| Oak Thistle LLC | 4,538 | $477.6K | 0.35% | +4,538 | New |
| Family Management Corp | 4,538 | $477.6K | 0.08% | 00.0% | Unchanged |
| Keel Point, LLC | 4,113 | $476.3K | 0.04% | +281+7.3% | Added |
| Apollon Wealth Management, LLC | 4,513 | $474.9K | 0.01% | −127−2.7% | Reduced |
| Entropy Technologies, LP | 4,510 | $474.6K | 0.05% | −16,513−78.5% | Reduced |
| Baldwin Investment Management, LLC | 4,500 | $473.6K | 0.06% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 4,500 | $473.6K | 0.11% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 4,496 | $473.2K | 0.27% | −254−5.3% | Reduced |
| Dana Investment Advisors, Inc. | 4,493 | $472.9K | 0.02% | +15+0.3% | Added |
| Lake Street Advisors Group, LLC | 4,490 | $472.5K | 0.02% | −740−14.1% | Reduced |
| RDA Financial Network | 4,440 | $467.2K | 0.15% | −91−2.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 4,436 | $466.8K | 0.01% | +1,295+41.2% | Added |
| EP Wealth Advisors, LLC | 4,291 | $451.6K | 0.00% | +129+3.1% | Added |
| Stratos Wealth Partners, LTD. | 4,290 | $451.5K | 0.01% | +137+3.3% | Added |
| Venture Visionary Partners LLC | 4,272 | $449.6K | 0.02% | +232+5.7% | Added |
| Inceptionr LLC | 4,241 | $446.3K | 0.13% | −5,437−56.2% | Reduced |
| Gateway Advisory, LLC | 4,234 | $445.6K | 0.08% | −216−4.9% | Reduced |
| Premier Path Wealth Partners, LLC | 4,231 | $445.3K | 0.08% | +99+2.4% | Added |
| MONECO Advisors, LLC | 4,230 | $445.2K | 0.07% | −50−1.2% | Reduced |
| FreeGulliver LLC | 4,225 | $444.7K | 0.30% | +10.0% | Added |
| Pier 88 Investment Partners LLC | 4,200 | $442.0K | 0.10% | −14,400−77.4% | Reduced |
| Hamilton Capital Partners Inc. | 4,200 | $442.0K | 0.05% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 4,167 | $438.5K | 0.05% | −84−2.0% | Reduced |
| Watershed Private Wealth LLC | 4,157 | $437.5K | 0.19% | 00.0% | Unchanged |
| Concord Wealth Partners | 4,132 | $434.9K | 0.08% | +11+0.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,099 | $431.4K | 0.02% | −409−9.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 4,060 | $427.3K | 0.15% | 00.0% | Unchanged |
| Huntington National Bank | 4,059 | $427.2K | 0.00% | +624+18.2% | Added |
| Valeo Financial Advisors, LLC | 4,052 | $426.4K | 0.01% | +341+9.2% | Added |
| Fort Sheridan Advisors LLC | 4,029 | $424.0K | 0.07% | −153−3.7% | Reduced |
| Kavar Capital Partners Group, LLC | 4,022 | $423.3K | 0.08% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 3,993 | $420.3K | 0.21% | +2+0.1% | Added |
| Insigneo Advisory Services, LLC | 3,955 | $420.1K | 0.05% | +3,955 | New |
| Arkadios Wealth Advisors | 3,951 | $415.8K | 0.03% | −59−1.5% | Reduced |
| Shelton Capital Management | 3,943 | $415.0K | 0.01% | +3,943 | New |
| Ameritas Advisory Services, LLC | 3,941 | $414.7K | 0.02% | +260+7.1% | Added |
| Operose Advisors LLC | 3,925 | $413.1K | 0.15% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,915 | $412.0K | 0.04% | +120+3.2% | Added |
| Greenleaf Trust | 3,869 | $407.2K | 0.00% | +128+3.4% | Added |
| Calamos Wealth Management LLC | 3,857 | $405.9K | 0.02% | −671−14.8% | Reduced |
| Knightsbridge Asset Management, LLC | 3,835 | $403.6K | 0.10% | −166−4.1% | Reduced |
| Eschler Asset Management LLP | 4,815 | $400.7K | 0.32% | 00.0% | Unchanged |
| Ade, LLC | 3,805 | $400.4K | 0.27% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 3,800 | $399.9K | 0.26% | +3,800 | New |
| TAGStone Capital, Inc. | 3,766 | $396.0K | 0.22% | +6+0.2% | Added |
| Resurgent Financial Advisors LLC | 3,760 | $395.7K | 0.25% | +3+0.1% | Added |
| Ssi Investment Management LLC | 3,706 | $390.0K | 0.03% | −5−0.1% | Reduced |
| Legacy Advisors, LLC | 3,663 | $385.5K | 0.05% | −4,791−56.7% | Reduced |
| Westpac Banking Corp | 3,626 | $381.6K | 0.03% | +2,303+174.1% | Added |
| Ethic Inc. | 3,626 | $381.6K | 0.01% | −574−13.7% | Reduced |
| HHM Wealth Advisors, LLC | 3,609 | $379.8K | 0.06% | +2,209+157.8% | Added |
| Summit Trail Advisors, LLC | 3,606 | $379.5K | 0.01% | −2,275−38.7% | Reduced |
| Symmetry Partners, LLC | 3,597 | $379.0K | 0.02% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 3,595 | $378.3K | 0.04% | −264−6.8% | Reduced |
| Trust Co of Kansas | 3,593 | $378.0K | 0.20% | +3,593 | New |
| Peapack Gladstone Financial Corp | 3,591 | $377.0K | 0.01% | −25−0.7% | Reduced |
| Leo Wealth, LLC | 3,576 | $376.2K | 0.04% | +5+0.1% | Added |
| New Century Financial Group, LLC | 3,573 | $376.0K | 0.16% | +3,573 | New |
| L.M. Kohn & Company | 3,572 | $375.9K | 0.10% | −73−2.0% | Reduced |
| Atomi Financial Group, Inc. | 3,570 | $375.7K | 0.03% | +1,485+71.2% | Added |
| Panagora Asset Management Inc | 3,564 | $375.1K | 0.00% | −208−5.5% | Reduced |
| Citizens National Bank Trust Department | 3,555 | $374.1K | 0.08% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 3,551 | $373.7K | 0.14% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,545 | $373.1K | 0.01% | −22,956−86.6% | Reduced |
| Leavell Investment Management, Inc. | 3,502 | $369.0K | 0.02% | +3,502 | New |
| Hodges Capital Management Inc. | 3,505 | $368.8K | 0.02% | −11−0.3% | Reduced |
| CAPROCK Group, Inc. | 3,461 | $364.3K | 0.01% | +978+39.4% | Added |
| Axxcess Wealth Management, LLC | 3,446 | $362.7K | 0.01% | −283−7.6% | Reduced |
| Sunbelt Securities, Inc. | 3,440 | $362.1K | 0.04% | +1,169+51.5% | Added |
| M Holdings Securities, Inc. | 3,420 | $360.0K | 0.05% | +3,420 | New |
| Essex Savings Bank | 3,418 | $359.7K | 0.10% | −639−15.8% | Reduced |
| Fiduciary Family Office, LLC | 3,417 | $359.6K | 0.14% | 00.0% | Unchanged |
| Johnson Investment Counsel Inc | 3,373 | $355.0K | 0.00% | +4+0.1% | Added |
| Lakeview Capital Partners, LLC | 3,520 | $354.1K | 0.06% | 00.0% | Unchanged |
| Argent Trust Co | 3,288 | $346.0K | 0.02% | +253+8.3% | Added |
| Cypress Wealth Services, LLC | 3,261 | $343.2K | 0.08% | +60+1.9% | Added |
| Manchester Capital Management LLC | 3,254 | $342.5K | 0.04% | +3+0.1% | Added |
| Dorsey & Whitney Trust CO LLC | 3,250 | $342.0K | 0.02% | −11−0.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 3,246 | $341.6K | 0.00% | −157,404−98.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 3,234 | $340.3K | 0.01% | +169+5.5% | Added |
| Aaron Wealth Advisors | 3,231 | $340.0K | 0.05% | +587+22.2% | Added |
| Sovereign Financial Group, Inc. | 3,226 | $339.5K | 0.08% | +47+1.5% | Added |
| Apella Capital, LLC | 3,215 | $339.4K | 0.02% | +19+0.6% | Added |
| Masso Torrence Wealth Management Inc. | 3,164 | $333.0K | 0.18% | +10.0% | Added |
| Walleye Trading LLC | 3,161 | $332.7K | 0.01% | −5,536−63.7% | Reduced |
| Wedmont Private Capital | 2,996 | $331.8K | 0.02% | +733+32.4% | Added |
| First Horizon Advisors, Inc. | 3,124 | $328.8K | 0.01% | −1,226−28.2% | Reduced |
| Mainstay Capital Management LLC | 3,063 | $322.3K | 0.06% | +11+0.4% | Added |
| International Assets Investment Management, LLC | 3,036 | $319.5K | 0.03% | +728+31.5% | Added |
| Trustmark National Bank Trust Department | 3,026 | $318.5K | 0.03% | +14+0.5% | Added |
| Dudley Capital Management, LLC | 3,015 | $317.3K | 0.18% | +15+0.5% | Added |
| Ostrum Asset Management | 3,012 | $317.0K | 0.03% | −235−7.2% | Reduced |
| Kolinsky Wealth Management, LLC | 3,003 | $316.0K | 0.23% | +3,003 | New |
| Wellington Shields & Co., LLC | 3,000 | $315.7K | 0.10% | 00.0% | Unchanged |