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 |
|---|---|---|---|---|---|
| Cadent Capital Advisors, LLC | 3,000 | $315.7K | 0.13% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 3,000 | $315.7K | 0.08% | +3,000 | New |
| Evergreen Capital Management LLC | 2,997 | $315.5K | 0.01% | +181+6.4% | Added |
| Aspen Grove Capital, LLC | 2,973 | $313.1K | 0.07% | −315−9.6% | Reduced |
| XML Financial, LLC | 2,973 | $312.9K | 0.03% | +10.0% | Added |
| Global Retirement Partners, LLC | 2,942 | $309.7K | 0.01% | +42+1.4% | Added |
| Integrated Wealth Concepts LLC | 2,932 | $308.5K | 0.00% | +392+15.4% | Added |
| Northside Capital Management, LLC | 2,903 | $305.5K | 0.05% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,900 | $305.2K | 0.11% | +311+12.0% | Added |
| Johnson Financial Group, Inc. | 2,885 | $303.6K | 0.01% | +1,801+166.1% | Added |
| Cornerstone Advisory, LLC | 2,885 | $303.6K | 0.04% | −200−6.5% | Reduced |
| Montag A & Associates Inc | 2,884 | $303.5K | 0.02% | +6+0.2% | Added |
| Camden Capital, LLC | 2,876 | $302.7K | 0.02% | +20+0.7% | Added |
| Catalyst Private Wealth, LLC | 2,869 | $301.9K | 0.16% | +2,869 | New |
| LFA - Lugano Financial Advisors SA | 2,850 | $299.9K | 0.23% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 2,825 | $299.0K | 0.00% | +549+24.1% | Added |
| Meadow Creek Wealth Advisors LLC | 2,838 | $298.7K | 0.28% | +177+6.7% | Added |
| Whittier Trust Co | 2,834 | $298.2K | 0.00% | +439+18.3% | Added |
| Benjamin Edwards Inc | 2,778 | $292.0K | 0.06% | +163+6.2% | Added |
| Toth Financial Advisory Corp | 2,750 | $289.4K | 0.04% | +2,750 | New |
| Freestone Capital Holdings, LLC | 2,730 | $287.3K | 0.01% | +2,730 | New |
| Northwest Bancshares, Inc. | 2,725 | $286.8K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 2,487 | $286.4K | 0.00% | +1,441+137.8% | Added |
| Allstate Corp | 2,709 | $285.1K | 0.02% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 2,705 | $284.7K | 0.00% | −55−2.0% | Reduced |
| Paradigm Asset Management Co LLC | 2,704 | $284.6K | 0.08% | −5,500−67.0% | Reduced |
| Mayflower Financial Advisors, LLC | 2,678 | $281.8K | 0.05% | −344−11.4% | Reduced |
| Washington Trust Bank | 2,644 | $278.3K | 0.03% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,628 | $277.0K | 0.01% | −397−13.1% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 2,630 | $276.8K | 0.05% | 00.0% | Unchanged |
| Middleton & Co Inc | 2,622 | $275.9K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,712 | $272.8K | 0.00% | +786+40.8% | Added |
| Keystone Financial Group | 2,583 | $271.8K | 0.10% | +77+3.1% | Added |
| SRS Capital Advisors, Inc. | 2,578 | $271.4K | 0.03% | +196+8.2% | Added |
| TFC Financial Management | 2,550 | $268.4K | 0.05% | −3−0.1% | Reduced |
| Ballast, Inc. | 2,516 | $264.8K | 0.08% | +16+0.6% | Added |
| Silvercrest Asset Management Group LLC | 2,505 | $263.6K | 0.00% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 2,501 | $263.2K | 0.01% | +2,501 | New |
| Childress Capital Advisors, LLC | 2,491 | $262.2K | 0.07% | +15+0.6% | Added |
| QCM Cayman, Ltd. | 2,465 | $259.4K | 2.80% | +2,465 | New |
| Virtus Family Office LLC | 2,464 | $259.3K | 0.35% | −277−10.1% | Reduced |
| Cypress Point Wealth Management, LLC | 2,462 | $259.1K | 0.12% | +10+0.4% | Added |
| Mount Yale Investment Advisors, LLC | 2,449 | $257.7K | 0.02% | −17−0.7% | Reduced |
| iA Global Asset Management Inc. | 2,440 | $257.0K | 0.00% | −200−7.6% | Reduced |
| Umb Bank N A | 2,437 | $256.5K | 0.00% | +212+9.5% | Added |
| FFT Wealth Management LLC | 2,433 | $256.1K | 0.02% | +2,433 | New |
| Sand Hill Global Advisors, LLC | 2,431 | $255.8K | 0.01% | −49−2.0% | Reduced |
| Hexagon Capital Partners LLC | 2,424 | $255.0K | 0.06% | +10.0% | Added |
| Flagship Harbor Advisors, LLC | 2,417 | $254.3K | 0.02% | −32−1.3% | Reduced |
| Scotia Capital Inc. | 2,416 | $254.3K | 0.00% | +128+5.6% | Added |
| D'Orazio & Associates, Inc. | 2,409 | $253.5K | 0.04% | +19+0.8% | Added |
| ORG Partners LLC | 2,421 | $253.0K | 0.03% | +2,421 | New |
| Haverford Trust Co | 2,401 | $252.7K | 0.00% | +68+2.9% | Added |
| Banque Pictet & Cie SA | 2,400 | $252.6K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 2,383 | $250.8K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 2,380 | $250.5K | 0.01% | +2,170+1,033.3% | Added |
| Carmichael Hill & Associates, Inc. | 2,369 | $249.4K | 0.10% | −1,001−29.7% | Reduced |
| Coastal Investment Advisors, Inc. | 2,369 | $249.3K | 0.05% | −640−21.3% | Reduced |
| Coldstream Capital Management Inc | 2,360 | $248.4K | 0.01% | −259−9.9% | Reduced |
| LGL Partners, LLC | 2,340 | $246.3K | 0.04% | +2,340 | New |
| First National Trust Co | 2,336 | $245.8K | 0.01% | −34−1.4% | Reduced |
| Drive Wealth Management, LLC | 2,312 | $243.3K | 0.07% | +73+3.3% | Added |
| Tocqueville Asset Management L.P. | 2,310 | $243.1K | 0.00% | +2,310 | New |
| Steel Peak Wealth Management LLC | 2,299 | $242.0K | 0.01% | −164−6.7% | Reduced |
| Encompass More Asset Management | 2,297 | $241.7K | 0.17% | +2,297 | New |
| Pring Turner Capital Group Inc | 2,285 | $240.5K | 0.17% | 00.0% | Unchanged |
| Fundamentun, LLC | 2,280 | $239.9K | 0.02% | +31+1.4% | Added |
| Frank, Rimerman Advisors LLC | 2,260 | $237.8K | 0.02% | +2,260 | New |
| Garrison Bradford & Associates Inc | 2,251 | $237.0K | 0.24% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 2,218 | $233.4K | 0.01% | −1,166−34.5% | Reduced |
| Simon Quick Advisors, LLC | 2,195 | $230.9K | 0.02% | −3,220−59.5% | Reduced |
| William Blair Investment Management, LLC | 2,188 | $230.3K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 2,165 | $228.6K | 0.08% | 00.0% | Unchanged |
| Brighton Jones LLC | 2,164 | $227.7K | 0.01% | +2,164 | New |
| Foundations Investment Advisors, LLC | 2,161 | $227.5K | 0.01% | +41+1.9% | Added |
| Northwest & Ethical Investments L.P. | 2,149 | $226.2K | 0.01% | −1,800−45.6% | Reduced |
| Beirne Wealth Consulting Services, LLC | 2,145 | $225.8K | 0.09% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 2,137 | $224.9K | 0.03% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 2,134 | $224.6K | 0.14% | +2,134 | New |
| We Are One Seven, LLC | 2,133 | $224.5K | 0.01% | −1,417−39.9% | Reduced |
| Conservest Capital Advisors, Inc. | 2,204 | $221.7K | 0.02% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 2,100 | $221.0K | 0.12% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,083 | $219.0K | 0.10% | +2,083 | New |
| Lantz Financial LLC | 2,076 | $218.5K | 0.07% | −35−1.7% | Reduced |
| American Capital Advisory, LLC | 2,625 | $217.5K | 0.16% | −1,000−27.6% | Reduced |
| Better Money Decisions, LLC | 2,064 | $217.2K | 0.16% | −5−0.2% | Reduced |
| Guyasuta Investment Advisors Inc | 2,609 | $216.2K | 0.02% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 2,053 | $216.1K | 0.08% | −27−1.3% | Reduced |
| Fairview Capital Investment Management, LLC | 2,026 | $213.3K | 0.01% | 00.0% | Unchanged |
| Summit Global Investments | 2,022 | $213.0K | 0.01% | +2,022 | New |
| V-Square Quantitative Management LLC | 2,019 | $212.5K | 0.03% | +2,019 | New |
| VELA Investment Management, LLC | 2,009 | $211.4K | 0.07% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 2,000 | $210.5K | 0.15% | −500−20.0% | Reduced |
| Allianz SE | 2,000 | $210.5K | 0.01% | −452−18.4% | Reduced |
| Granite FO LLC | 2,000 | $210.5K | 0.13% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,000 | $210.5K | 0.01% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 2,000 | $210.5K | 0.00% | 00.0% | Unchanged |
| Benin Management CORP | 2,000 | $210.5K | 0.06% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 2,000 | $210.5K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,000 | $210.5K | 0.04% | 00.0% | Unchanged |