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 |
|---|---|---|---|---|---|
| Deseret Mutual Benefit Administrators | 398 | $52.0K | 0.03% | −50−11.2% | Reduced |
| AdvisorNet Financial, Inc | 421 | $55.0K | 0.00% | +54+14.7% | Added |
| Glen Eagle Advisors, LLC | 427 | $55.8K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 445 | $58.1K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 450 | $59.0K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 453 | $59.1K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 463 | $60.0K | 0.01% | −1,062−69.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $65.0K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 500 | $65.3K | 0.02% | 00.0% | Unchanged |
| Planning Capital Management Corp | 500 | $65.3K | 0.04% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 502 | $65.6K | 0.01% | +502 | New |
| Silicon Valley Capital Partners | 508 | $66.3K | 0.01% | +1+0.2% | Added |
| SJS Investment Consulting Inc. | 520 | $67.9K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 545 | $71.2K | 0.06% | −93−14.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 550 | $71.8K | 0.03% | +190+52.8% | Added |
| Kings Path Partners LLC | 556 | $72.6K | 0.03% | 00.0% | Unchanged |
| Sachetta, LLC | 557 | $72.7K | 0.03% | +471+547.7% | Added |
| Arcadia Investment Management Corp | 568 | $74.2K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 575 | $75.1K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 592 | $77.3K | 0.02% | +592 | New |
| Princeton Global Asset Management LLC | 592 | $77.3K | 0.02% | +592 | New |
| Acadian Asset Management LLC | 607 | $79.0K | 0.00% | −4,880−88.9% | Reduced |
| West Oak Capital, LLC | 625 | $81.6K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 594 | $82.0K | 0.02% | +594 | New |
| AlphaCentric Advisors LLC | 688 | $89.8K | 0.07% | −18−2.5% | Reduced |
| Central Trust Co | 726 | $94.8K | 0.00% | +504+227.0% | Added |
| TSFG, LLC | 726 | $95.0K | 0.02% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 743 | $96.9K | 0.01% | +743 | New |
| Smithfield Trust Co | 750 | $98.0K | 0.00% | −3−0.4% | Reduced |
| Gen-Wealth Partners Inc | 710 | $99.5K | 0.04% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 765 | $99.9K | 0.00% | +265+53.0% | Added |
| Banque Cantonale Vaudoise | 767 | $100.0K | 0.00% | +767 | New |
| Washington Trust Advisors, Inc. | 768 | $100.3K | 0.01% | +91+13.4% | Added |
| Canton Hathaway, LLC | 800 | $104.0K | 0.03% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 801 | $104.6K | 0.04% | −575−41.8% | Reduced |
| WR Wealth Planners, LLC | 805 | $105.1K | 0.03% | +40+5.2% | Added |
| Jaffetilchin Investment Partners, LLC | 831 | $108.5K | 0.01% | +831 | New |
| NBT Bank N A | 860 | $112.3K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 872 | $113.9K | 0.03% | +872 | New |
| Massmutual Trust Co FSB | 911 | $119.0K | 0.00% | +459+101.5% | Added |
| Cornerstone Planning Group LLC | 855 | $119.1K | 0.03% | +8+0.9% | Added |
| Sound Income Strategies, LLC | 980 | $127.9K | 0.01% | +2+0.2% | Added |
| Perkins Coie Trust Co | 984 | $128.5K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 986 | $128.8K | 0.00% | +722+273.5% | Added |
| Delta Asset Management LLC | 991 | $129.4K | 0.01% | 00.0% | Unchanged |
| Motco | 1,000 | $130.6K | 0.01% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 1,000 | $130.6K | 0.10% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,000 | $130.6K | 0.03% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,025 | $133.8K | 0.06% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,063 | $138.8K | 0.00% | +854+408.6% | Added |
| Plante Moran Financial Advisors, LLC | 1,107 | $144.6K | 0.01% | +1,107 | New |
| Stephenson National Bank & Trust | 1,161 | $151.6K | 0.05% | −43−3.6% | Reduced |
| LRI Investments, LLC | 1,010 | $152.0K | 0.01% | +91+9.9% | Added |
| Skopos Labs, Inc. | 1,164 | $152.0K | 0.05% | +1,164 | New |
| Trust Co of Vermont | 1,200 | $156.7K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,219 | $159.2K | 0.02% | +41+3.5% | Added |
| Icon Wealth Advisors, LLC | 1,240 | $161.9K | 0.01% | +306+32.8% | Added |
| Hoey Investments, Inc | 1,569 | $165.1K | 0.03% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,283 | $167.5K | 0.11% | +580+82.5% | Added |
| Brown Brothers Harriman & Co | 1,312 | $171.3K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,338 | $176.8K | 0.02% | +874+188.4% | Added |
| Covestor Ltd | 1,367 | $179.0K | 0.11% | −103−7.0% | Reduced |
| Emerald Mutual Fund Advisers Trust | 1,444 | $188.6K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,456 | $190.1K | 0.01% | +449+44.6% | Added |
| Rosenberg Matthew Hamilton | 1,485 | $193.9K | 0.05% | +182+14.0% | Added |
| Oxbow Advisors, LLC | 1,540 | $201.1K | 0.02% | +1,540 | New |
| American Trust | 1,549 | $202.3K | 0.02% | +1,549 | New |
| Lodestone Wealth Management LLC | 1,554 | $202.9K | 0.10% | +1,554 | New |
| Csenge Advisory Group | 1,502 | $203.7K | 0.01% | +1,502 | New |
| BLB&B Advisors, LLC | 1,560 | $203.7K | 0.01% | +1,560 | New |
| Savant Capital, LLC | 1,570 | $205.0K | 0.00% | +1,570 | New |
| Moody Lynn & Lieberson, LLC | 1,571 | $205.1K | 0.01% | +1,571 | New |
| Redwood Financial Network Corp | 1,573 | $205.4K | 0.16% | +1,573 | New |
| Dynasty Wealth Management, LLC | 1,589 | $207.5K | 0.01% | +1,589 | New |
| Webster Bank, N. A. | 1,591 | $207.8K | 0.02% | −148−8.5% | Reduced |
| Garden State Investment Advisory Services LLC | 1,600 | $208.9K | 0.07% | +1,600 | New |
| Camden Capital, LLC | 1,579 | $209.1K | 0.02% | −1,297−45.1% | Reduced |
| Berkeley Capital Partners, LLC | 1,605 | $209.5K | 0.06% | +1,605 | New |
| Soltis Investment Advisors LLC | 1,613 | $210.6K | 0.02% | −57,316−97.3% | Reduced |
| WealthPLAN Partners, LLC | 1,615 | $210.9K | 0.03% | +1,615 | New |
| ICONIQ Capital, LLC | 1,624 | $212.1K | 0.00% | +1,624 | New |
| Willner & Heller, LLC | 1,624 | $212.1K | 0.19% | +1,624 | New |
| KLCM Advisors, Inc. | 1,629 | $212.7K | 0.03% | +1,629 | New |
| Stonekeep Investments, LLC | 1,629 | $212.8K | 0.16% | +1,629 | New |
| Tower View Investment Management & Research LLC | 1,634 | $213.4K | 0.12% | +2+0.1% | Added |
| Chicago Trust Co NA | 1,637 | $213.8K | 0.04% | +1,637 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,639 | $214.0K | 0.03% | +1,639 | New |
| Alpha Omega Wealth Management LLC | 1,651 | $215.6K | 0.04% | +1,651 | New |
| Pitcairn Co | 1,655 | $216.1K | 0.01% | +1,655 | New |
| Sutton Place Investors LLC | 1,658 | $216.5K | 0.13% | +1,658 | New |
| PFG Investments, LLC | 1,661 | $216.9K | 0.01% | +1,661 | New |
| Garrison Bradford & Associates Inc | 1,661 | $217.0K | 0.22% | −590−26.2% | Reduced |
| Unison Asset Management LLC | 1,668 | $217.8K | 0.10% | +1,668 | New |
| Ariadne Wealth Management, LP | 1,457 | $219.8K | 0.12% | +1,457 | New |
| Sivia Capital Partners, LLC | 1,694 | $221.2K | 0.13% | +1,694 | New |
| Aveo Capital Partners, LLC | 1,695 | $221.3K | 0.02% | +1,695 | New |
| Conservest Capital Advisors, Inc. | 2,204 | $221.7K | 0.02% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 1,698 | $221.7K | 0.02% | −254−13.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,715 | $224.0K | 0.01% | +1,715 | New |
| Capital Investment Advisory Services, LLC | 1,720 | $224.6K | 0.02% | +1,720 | New |