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 |
|---|---|---|---|---|---|
| Holocene Advisors, LP | 824,070 | $107.6M | 0.43% | −352,789−30.0% | Reduced |
| Ensign Peak Advisors, Inc | 824,270 | $107.6M | 0.19% | −101,938−11.0% | Reduced |
| Frontier Capital Management Co LLC | 833,140 | $108.8M | 1.02% | −21,839−2.6% | Reduced |
| Bain Capital Public Equity Management II, LLC | 844,907 | $110.3M | 5.02% | +844,907 | New |
| PointState Capital LP | 907,398 | $118.5M | 3.25% | −446,753−33.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 936,702 | $122.3M | 0.13% | +73,384+8.5% | Added |
| Hudson Way Capital Management LLC | 972,000 | $126.9M | 15.93% | −176,379−15.4% | Reduced |
| Korea Investment CORP | 978,514 | $127.8M | 0.30% | −98,720−9.2% | Reduced |
| Raymond James & Associates | 978,885 | $127.8M | 0.08% | +16,856+1.8% | Added |
| California State Teachers Retirement System | 986,921 | $128.9M | 0.15% | −5,489−0.6% | Reduced |
| Deutsche Bank AG | 992,671 | $129.6M | 0.05% | −1,270,044−56.1% | Reduced |
| Rhumbline Advisers | 1,076,597 | $140.6M | 0.13% | −10,906−1.0% | Reduced |
| Gabelli Funds LLC | 1,091,843 | $142.6M | 1.03% | +2,634+0.2% | Added |
| National Pension Service | 1,182,777 | $154.4M | 0.15% | +228,079+23.9% | Added |
| SEI Investments Co | 1,231,118 | $160.8M | 0.21% | +129,211+11.7% | Added |
| Envestnet Asset Management Inc | 1,232,792 | $161.0M | 0.05% | +96,165+8.5% | Added |
| Macquarie Group Ltd | 1,270,921 | $166.0M | 0.18% | −547,842−30.1% | Reduced |
| Bank of Montreal | 1,300,032 | $171.8M | 0.08% | −122,754−8.6% | Reduced |
| HSBC Holdings PLC | 1,336,629 | $174.3M | 0.11% | +156,901+13.3% | Added |
| Ameriprise Financial Inc | 1,335,005 | $174.3M | 0.04% | +297,337+28.7% | Added |
| Clearbridge Investments, LLC | 1,341,638 | $175.2M | 0.14% | −61,278−4.4% | Reduced |
| Voya Investment Management LLC | 1,368,056 | $178.6M | 0.18% | +1,147,516+520.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,373,317 | $179.3M | 0.12% | +12,188+0.9% | Added |
| Amundi | 1,407,611 | $184.9M | 0.07% | −1,022,947−42.1% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 1,451,800 | $189.6M | 1.71% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 1,548,812 | $202.3M | 0.05% | −4,505−0.3% | Reduced |
| UBS Group AG | 1,549,293 | $202.3M | 0.06% | +156,489+11.2% | Added |
| 1832 Asset Management L.P. | 1,598,529 | $208.7M | 0.35% | +1,447,064+955.4% | Added |
| Citadel Advisors LLC | 1,619,991 | $211.5M | 0.22% | +766,264+89.8% | Added |
| Bessemer Group Inc | 1,632,985 | $213.2M | 0.35% | +2,738+0.2% | Added |
| California Public Employees Retirement System | 1,691,766 | $220.9M | 0.15% | +503,711+42.4% | Added |
| Royal Bank of Canada | 1,730,607 | $226.0M | 0.05% | +245,803+16.6% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 1,810,751 | $236.4M | 0.86% | +1,265,659+232.2% | Added |
| Vulcan Value Partners, LLC | 1,854,111 | $242.1M | 4.05% | −1,070,350−36.6% | Reduced |
| Ci Investments Inc. | 1,904,165 | $248.6M | 0.95% | −30,061−1.6% | Reduced |
| Canada Pension Plan Investment Board | 2,163,868 | $282.6M | 0.27% | −1,043,500−32.5% | Reduced |
| Millennium Management LLC | 2,271,120 | $296.6M | 0.26% | +2,006,966+759.8% | Added |
| Wells Fargo & Company | 2,293,177 | $299.4M | 0.07% | +107,515+4.9% | Added |
| Barclays PLC | 2,326,203 | $303.8M | 0.13% | +434,580+23.0% | Added |
| Price T Rowe Associates Inc | 2,681,209 | $350.1M | 0.04% | −307,148−10.3% | Reduced |
| Coatue Management LLCSuperinvestorCoatue Management | 2,719,255 | $355.1M | 1.32% | +2,719,255 | New |
| T. Rowe Price Investment Management, Inc. | 2,754,287 | $359.7M | 0.22% | −4,831,495−63.7% | Reduced |
| UBS Asset Management Americas Inc | 3,022,925 | $394.7M | 0.10% | +41,240+1.4% | Added |
| Nuveen Asset Management, LLC | 3,192,789 | $416.9M | 0.12% | +389,737+13.9% | Added |
| Goldman Sachs Group Inc | 3,398,630 | $443.8M | 0.08% | +706,260+26.2% | Added |
| Capital Research Global Investors | 3,584,965 | $468.1M | 0.10% | +3,367+0.1% | Added |
| Kempen Capital Management N.V. | 3,620,987 | $472.8M | 4.82% | +5,996+0.2% | Added |
| Charles Schwab Investment Management Inc | 3,686,870 | $481.4M | 0.09% | +60,611+1.7% | Added |
| Bank of New York Mellon Corp | 3,984,638 | $520.3M | 0.10% | −52,183−1.3% | Reduced |
| Winslow Capital Management, LLC | 4,204,224 | $549.0M | 1.97% | −876,655−17.3% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 4,522,730 | $590.6M | 4.41% | −1,862,776−29.2% | Reduced |
| Legal & General Group Plc | 4,728,486 | $617.4M | 0.16% | −216,634−4.4% | Reduced |
| Morgan Stanley | 5,313,919 | $693.9M | 0.05% | −593,317−10.0% | Reduced |
| Northern Trust Corp | 5,549,940 | $724.7M | 0.12% | +140,564+2.6% | Added |
| Manufacturers Life Insurance Company, The | 7,552,996 | $986.3M | 0.86% | −658,489−8.0% | Reduced |
| First Manhattan Co | 8,692,025 | $1.14B | 3.37% | −422,312−4.6% | Reduced |
| Norges Bank | 9,425,031 | $1.23B | 0.17% | +1,064,927+12.7% | Added |
| Bank of America Corp | 9,958,801 | $1.30B | 0.11% | +779,332+8.5% | Added |
| FMR LLC | 11,251,333 | $1.47B | 0.09% | +165,631+1.5% | Added |
| Brown Advisory Inc | 11,256,816 | $1.47B | 1.85% | +352,277+3.2% | Added |
| Akre Capital Management LLCSuperinvestorAkre Capital Management | 11,393,836 | $1.49B | 12.38% | −2,295,980−16.8% | Reduced |
| Invesco Ltd. | 13,032,629 | $1.70B | 0.33% | +192,602+1.5% | Added |
| Geode Capital Management, LLC | 13,589,852 | $1.77B | 0.14% | +355,837+2.7% | Added |
| Massachusetts Financial Services Co | 16,808,390 | $2.19B | 0.66% | +124,257+0.7% | Added |
| Capital World Investors | 18,865,745 | $2.46B | 0.38% | +270,972+1.5% | Added |
| Principal Financial Group Inc | 20,687,259 | $2.70B | 1.47% | −1,088,409−5.0% | Reduced |
| JPMorgan Chase & Co | 21,105,058 | $2.76B | 0.22% | +3,719,279+21.4% | Added |
| Wellington Management Group LLP | 23,432,827 | $3.06B | 0.54% | +60,147+0.3% | Added |
| State Street Corp | 26,703,762 | $3.49B | 0.14% | +481,686+1.8% | Added |
| Capital International Investors | 39,775,853 | $5.19B | 1.00% | −2,033,324−4.9% | Reduced |
| BlackRock, Inc. | 44,151,046 | $5.77B | 0.12% | +44,151,046 | New |
| Vanguard Group Inc | 56,245,699 | $7.34B | 0.13% | +848,554+1.5% | Added |
| ValueAct Holdings, L.P.SuperinvestorValueAct Capital | 0 | $0 | 0.00% | −1,207,208−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −170,473−100.0% | Sold out |
| Lakewood Capital Management, LP | 0 | $0 | 0.00% | −127,700−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −105,429−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −66,578−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −61,000−100.0% | Sold out |
| Absolute Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −55,877−100.0% | Sold out |
| Callodine Capital Management, LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Gabelli & Co Investment Advisers, Inc. | 0 | $0 | 0.00% | −39,740−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −37,264−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −36,076−100.0% | Sold out |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −33,239−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −29,219−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −27,807−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −26,198−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −22,903−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −22,512−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −21,975−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −20,824−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −19,600−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −18,300−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −15,100−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −10,961−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −10,179−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −10,027−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −9,546−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −8,568−100.0% | Sold out |