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, Q3 2024
Institutional positions in KKR & Co. Inc. as of Sep 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
- 1,172
- +112 vs. Q2 2024
- Shares held
- 531.2M
- +38.7M (+7.8%) vs. Q2 2024
- Total value
- $69.3B
- +$17.5B (+33.8%) vs. Q2 2024
- New holders
- 179
- 460 more added
- Sold out
- 67
- 355 more reduced
8 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 67,627 | $8.83M | 0.05% | +10,337+18.0% | Added |
| Schroder Investment Management Group | 67,021 | $8.86M | 0.01% | +8,832+15.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 67,855 | $8.86M | 0.10% | +4,283+6.7% | Added |
| Creative Planning | 69,127 | $9.03M | 0.01% | +8,964+14.9% | Added |
| Hudson Bay Capital Management LP | 70,000 | $9.14M | 0.06% | +70,000 | New |
| MML Investors Services, LLC | 70,413 | $9.19M | 0.03% | +5,530+8.5% | Added |
| Swedbank AB | 72,374 | $9.45M | 0.01% | +6,942+10.6% | Added |
| Yousif Capital Management, LLC | 72,863 | $9.51M | 0.10% | −527−0.7% | Reduced |
| Unisphere Establishment | 74,500 | $9.73M | 0.09% | +12,500+20.2% | Added |
| Jupiter Asset Management Ltd | 75,660 | $9.88M | 0.09% | +19,719+35.2% | Added |
| Financial Counselors Inc | 76,302 | $9.96M | 0.15% | +46+0.1% | Added |
| Nissay Asset Management Corp | 77,241 | $10.1M | 0.06% | +2,334+3.1% | Added |
| State of Alaska, Department of Revenue | 78,340 | $10.2M | 0.11% | +5,965+8.2% | Added |
| Daiwa Securities Group Inc. | 79,213 | $10.3M | 0.05% | +8,748+12.4% | Added |
| Bank of Nova Scotia | 80,696 | $10.5M | 0.02% | −72,991−47.5% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 81,656 | $10.7M | 2.00% | −6,075−6.9% | Reduced |
| Community Trust & Investment Co | 81,916 | $10.7M | 0.68% | +2,087+2.6% | Added |
| Lido Advisors, LLC | 82,036 | $10.7M | 0.08% | +73,951+914.7% | Added |
| Point72 (DIFC) Ltd | 82,100 | $10.7M | 0.83% | +82,100 | New |
| Polar Capital Holdings Plc | 82,380 | $10.8M | 0.06% | 00.0% | Unchanged |
| Covey Capital Advisors, LLC | 82,670 | $10.8M | 11.92% | −1,032−1.2% | Reduced |
| Mutual of America Capital Management LLC | 83,050 | $10.8M | 0.11% | −784−0.9% | Reduced |
| Palisade Capital Management LLC | 83,758 | $10.9M | 0.29% | −3,260−3.7% | Reduced |
| Public Employees Retirement Association of Colorado | 84,776 | $11.1M | 0.04% | +70+0.1% | Added |
| HighTower Advisors, LLC | 85,451 | $11.1M | 0.02% | +13,772+19.2% | Added |
| Campbell Capital Management Inc | 85,367 | $11.1M | 4.42% | +351+0.4% | Added |
| Assetmark, Inc | 85,384 | $11.1M | 0.03% | −11,596−12.0% | Reduced |
| Texas Yale Capital Corp. | 86,239 | $11.3M | 0.49% | +195+0.2% | Added |
| Marsico Capital Management LLC | 86,657 | $11.3M | 0.32% | 00.0% | Unchanged |
| Truist Financial Corp | 87,416 | $11.4M | 0.02% | −4,805−5.2% | Reduced |
| Commonwealth Equity Services, LLC | 88,926 | $11.6M | 0.02% | −43,676−32.9% | Reduced |
| Advisor Group Holdings, Inc. | 89,502 | $11.7M | 0.03% | −5,030−5.3% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 92,743 | $12.1M | 0.34% | +2,384+2.6% | Added |
| Basswood Capital Management, L.L.C. | 92,926 | $12.1M | 0.63% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 93,093 | $12.2M | 2.19% | −962−1.0% | Reduced |
| Janus Henderson Group PLC | 93,353 | $12.2M | 0.01% | −29,599−24.1% | Reduced |
| Jennison Associates LLC | 93,749 | $12.2M | 0.01% | −7,031−7.0% | Reduced |
| Lavaca Capital LLC | 95,500 | $12.5M | 5.97% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 98,342 | $12.8M | 0.81% | −1,089−1.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 99,594 | $13.0M | 0.02% | +45,157+83.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 99,743 | $13.0M | 0.04% | +2,641+2.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 99,775 | $13.0M | 0.13% | +99,775 | New |
| New York Life Investment Management LLC | 99,846 | $13.0M | 0.13% | +25,924+35.1% | Added |
| Robeco Institutional Asset Management B.V. | 100,270 | $13.1M | 0.03% | −195,640−66.1% | Reduced |
| APG Asset Management N.V. | 112,006 | $13.1M | 0.09% | −1,461,079−92.9% | Reduced |
| Chickasaw Capital Management LLC | 102,263 | $13.4M | 0.57% | 00.0% | Unchanged |
| Diamond Hill Capital Management Inc | 102,516 | $13.4M | 0.05% | −61,035−37.3% | Reduced |
| Cetera Investment Advisers | 102,686 | $13.4M | 0.03% | +13,526+15.2% | Added |
| British Columbia Investment Management Corp | 103,657 | $13.5M | 0.08% | −15,000−12.6% | Reduced |
| CIBC Asset Management Inc | 104,399 | $13.6M | 0.04% | +8,653+9.0% | Added |
| American Century Companies Inc | 105,386 | $13.8M | 0.01% | +306+0.3% | Added |
| Janney Montgomery Scott LLC | 106,488 | $13.9M | 0.04% | +4,763+4.7% | Added |
| Lountzis Asset Management, LLC | 106,822 | $13.9M | 5.80% | −76−0.1% | Reduced |
| Oddo BHF Asset Management SAS | 106,963 | $14.0M | 0.69% | +106,963 | New |
| Xponance, Inc. | 107,372 | $14.0M | 0.14% | +1,476+1.4% | Added |
| Comerica Bank | 108,863 | $14.2M | 0.06% | +1,583+1.5% | Added |
| Balyasny Asset Management LLC | 109,761 | $14.3M | 0.04% | +99,072+926.9% | Added |
| Utah Retirement Systems | 111,400 | $14.5M | 0.16% | +400+0.4% | Added |
| Matthew 25 Management Corp | 112,500 | $14.7M | 4.93% | −15,000−11.8% | Reduced |
| Jane Street Group, LLC | 112,550 | $14.7M | 0.02% | −3,277,267−96.7% | Reduced |
| Sanctuary Advisors, LLC | 92,741 | $14.7M | 0.09% | +22,007+31.1% | Added |
| Engle Capital Management, L.P. | 113,779 | $14.9M | 4.37% | −76,221−40.1% | Reduced |
| Whittier Trust Co | 115,592 | $15.1M | 0.20% | +112,758+3,978.8% | Added |
| Cookson Peirce & Co Inc | 116,547 | $15.2M | 0.71% | −429−0.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 116,643 | $15.2M | 0.08% | −192−0.2% | Reduced |
| Buffington Mohr McNeal | 117,138 | $15.3M | 2.52% | +1,202+1.0% | Added |
| Partners Capital Investment Group, LLP | 117,451 | $15.3M | 0.25% | −6,488−5.2% | Reduced |
| Public Sector Pension Investment Board | 117,700 | $15.4M | 0.08% | +4,800+4.3% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 117,747 | $15.4M | 1.28% | 00.0% | Unchanged |
| Bamco Inc | 117,954 | $15.4M | 0.04% | +110,554+1,494.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 119,688 | $15.6M | 0.03% | −75−0.1% | Reduced |
| Private Wealth Partners, LLC | 121,675 | $15.9M | 1.27% | +755+0.6% | Added |
| IFM Investors Pty Ltd | 121,865 | $15.9M | 0.15% | −759−0.6% | Reduced |
| GoodHaven Capital Management, LLC | 125,265 | $16.4M | 5.42% | 00.0% | Unchanged |
| Capital Group Private Client Services, Inc. | 126,188 | $16.5M | 0.16% | −2,328−1.8% | Reduced |
| Calamos Advisors LLC | 127,172 | $16.6M | 0.08% | +1,507+1.2% | Added |
| CIBC World Markets Corp | 127,516 | $16.7M | 0.12% | +2,382+1.9% | Added |
| ProShare Advisors LLC | 129,631 | $16.9M | 0.04% | −5,518−4.1% | Reduced |
| SOL Capital Management CO | 130,777 | $17.1M | 1.90% | +440.0% | Added |
| USS Investment Management Ltd | 131,237 | $17.1M | 0.13% | −6,051−4.4% | Reduced |
| Captrust Financial Advisors | 132,181 | $17.3M | 0.05% | −3,124−2.3% | Reduced |
| FineMark National Bank & Trust | 133,982 | $17.5M | 0.61% | −912−0.7% | Reduced |
| Amalgamated Bank | 135,158 | $17.6M | 0.15% | −2,136−1.6% | Reduced |
| KBC Group NV | 137,267 | $17.9M | 0.05% | +91,503+199.9% | Added |
| Czech National Bank | 137,387 | $17.9M | 0.18% | +10,607+8.4% | Added |
| City of London Investment Management Co Ltd | 138,432 | $18.1M | 1.57% | +1,004+0.7% | Added |
| Stephens Inc | 143,039 | $18.7M | 0.26% | +6,077+4.4% | Added |
| North Star Investment Management Corp. | 143,576 | $18.7M | 1.30% | −7,163−4.8% | Reduced |
| Northeast Financial Consultants Inc | 145,950 | $19.1M | 0.83% | −400−0.3% | Reduced |
| Russell Investments Group, Ltd. | 145,777 | $19.1M | 0.03% | +48,096+49.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 146,816 | $19.2M | 0.12% | +627+0.4% | Added |
| Retirement Systems of Alabama | 147,493 | $19.3M | 0.07% | +678+0.5% | Added |
| Crescent Park Management, L.P. | 150,253 | $19.6M | 8.58% | −8,352−5.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 152,093 | $19.9M | 0.27% | +10,068+7.1% | Added |
| Aviva PLC | 153,992 | $20.1M | 0.05% | +3,091+2.0% | Added |
| Jackson Hill Advisors, LLC | 160,000 | $20.9M | 10.63% | −30,000−15.8% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 164,267 | $21.4M | 0.50% | +2,778+1.7% | Added |
| Levin Capital Strategies, L.P. | 164,994 | $21.5M | 2.08% | −709−0.4% | Reduced |
| Punch & Associates Investment Management, Inc. | 165,879 | $21.7M | 1.20% | −178−0.1% | Reduced |
| Corebridge Financial, Inc. | 166,810 | $21.8M | 0.12% | −3,700−2.2% | Reduced |