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 |
|---|---|---|---|---|---|
| Sandy Cove Advisors, LLC | 1,722 | $224.9K | 0.09% | +1,722 | New |
| Onefund, LLC | 1,744 | $227.7K | 0.23% | +1,744 | New |
| NorthCrest Asset Manangement, LLC | 1,748 | $228.2K | 0.01% | +1,748 | New |
| Peak Planning Group, LLC | 1,773 | $231.5K | 0.10% | +1,773 | New |
| Montecito Bank & Trust | 1,773 | $231.5K | 0.04% | +1,773 | New |
| Platform Technology Partners | 1,778 | $232.2K | 0.07% | +1,778 | New |
| Schechter Investment Advisors, LLC | 1,782 | $232.7K | 0.02% | +1,782 | New |
| Pine Valley Investments Ltd Liability Co | 1,786 | $233.2K | 0.02% | +1,786 | New |
| Boothbay Fund Management, LLC | 1,788 | $233.5K | 0.01% | −3,508−66.2% | Reduced |
| Bogart Wealth, LLC | 1,791 | $233.9K | 0.01% | +2+0.1% | Added |
| Knollwood Investment Advisory, LLC | 1,800 | $235.0K | 0.03% | +1,800 | New |
| Carmel Capital Partners, LLC | 1,819 | $237.5K | 0.09% | +1,819 | New |
| Pettinga Financial Advisors, LLC | 1,821 | $237.8K | 0.06% | +1,821 | New |
| Hollencrest Capital Management | 1,830 | $239.0K | 0.01% | +640+53.8% | Added |
| Canvas Wealth Advisors, LLC | 1,844 | $240.8K | 0.07% | +1,844 | New |
| Integris Wealth Management, LLC | 1,845 | $240.9K | 0.07% | +1,845 | New |
| Ashton Thomas Private Wealth, LLC | 1,845 | $240.9K | 0.01% | −100−5.1% | Reduced |
| AA Financial Advisors, LLC | 1,853 | $242.0K | 0.07% | −200−9.7% | Reduced |
| Catalyst Capital Advisors LLC | 1,855 | $242.2K | 0.01% | −525−22.1% | Reduced |
| Great Lakes Advisors, LLC | 1,880 | $245.5K | 0.00% | +1,880 | New |
| Mullaney, Keating & Wright, Inc. | 1,881 | $245.7K | 0.17% | +1,881 | New |
| Lynx Investment Advisory | 1,883 | $245.9K | 0.18% | +38+2.1% | Added |
| GPS Wealth Strategies Group, LLC | 1,891 | $246.9K | 0.03% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,892 | $247.0K | 0.01% | −2,049−52.0% | Reduced |
| MidAtlantic Capital Management, Inc. | 1,897 | $247.7K | 0.18% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,900 | $248.1K | 0.11% | 00.0% | Unchanged |
| Laurion Capital Management LP | 1,900 | $248.1K | 0.02% | +1,900 | New |
| St Germain D J Co Inc | 1,910 | $249.4K | 0.01% | −63−3.2% | Reduced |
| Navis Wealth Advisors, LLC | 1,912 | $249.7K | 0.27% | +1,912 | New |
| Wealth Management Associates, Inc. | 1,913 | $249.8K | 0.11% | +1,913 | New |
| Kingsview Wealth Management, LLC | 1,951 | $254.8K | 0.01% | +1,951 | New |
| Main Street Financial Solutions, LLC | 1,961 | $256.1K | 0.02% | +1,961 | New |
| PFG Advisors | 1,975 | $257.9K | 0.02% | +1,975 | New |
| Edge Capital Group, LLC | 1,980 | $258.5K | 0.01% | 00.0% | Unchanged |
| Yeomans Consulting Group, Inc. | 1,983 | $258.9K | 0.10% | +1,983 | New |
| Modera Wealth Management, LLC | 1,983 | $259.0K | 0.00% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 2,000 | $261.2K | 0.01% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 2,000 | $261.2K | 0.00% | 00.0% | Unchanged |
| Benin Management CORP | 2,000 | $261.2K | 0.07% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 2,000 | $261.2K | 0.02% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,000 | $261.2K | 0.05% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $261.2K | 0.04% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 2,000 | $261.2K | 0.17% | 00.0% | Unchanged |
| Granite FO LLC | 2,000 | $261.2K | 0.15% | 00.0% | Unchanged |
| Windsor Advisory Group, LLC | 2,000 | $261.2K | 0.29% | +2,000 | New |
| Concorde Asset Management, LLC | 2,002 | $261.4K | 0.15% | −132−6.2% | Reduced |
| VELA Investment Management, LLC | 2,009 | $262.3K | 0.09% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 2,018 | $263.6K | 0.05% | −11,518−85.1% | Reduced |
| Scotia Capital Inc. | 2,023 | $264.2K | 0.00% | −393−16.3% | Reduced |
| Avantax Planning Partners, Inc. | 2,025 | $264.4K | 0.01% | −193−8.7% | Reduced |
| Fairview Capital Investment Management, LLC | 2,026 | $264.6K | 0.01% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 2,028 | $264.8K | 0.06% | +2,028 | New |
| GeoWealth Management, LLC | 2,050 | $267.7K | 0.01% | +342+20.0% | Added |
| William Blair Investment Management, LLC | 2,062 | $269.3K | 0.00% | −126−5.8% | Reduced |
| Better Money Decisions, LLC | 2,064 | $269.5K | 0.19% | 00.0% | Unchanged |
| AMG National Trust Bank | 2,079 | $271.5K | 0.01% | +2,079 | New |
| Everpar Advisors LLC | 2,083 | $272.0K | 0.14% | +2,083 | New |
| Beaton Management Co. Inc. | 2,100 | $274.0K | 0.14% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 2,103 | $274.6K | 0.06% | +2,103 | New |
| Quotient Wealth Partners, LLC | 2,110 | $275.5K | 0.01% | +2,110 | New |
| Foundations Investment Advisors, LLC | 2,113 | $275.9K | 0.01% | −48−2.2% | Reduced |
| ORG Partners LLC | 2,121 | $277.1K | 0.04% | −300−12.4% | Reduced |
| Lantz Financial LLC | 2,122 | $277.1K | 0.08% | +46+2.2% | Added |
| Landscape Capital Management, L.L.C. | 2,132 | $278.4K | 0.03% | −14,943−87.5% | Reduced |
| Avestar Capital, LLC | 2,136 | $278.9K | 0.03% | +2,136 | New |
| Aviance Capital Partners, LLC | 2,137 | $279.0K | 0.04% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 2,157 | $281.7K | 0.23% | +2,157 | New |
| MBM Wealth Consultants, LLC | 2,165 | $282.7K | 0.09% | 00.0% | Unchanged |
| Oak Thistle LLC | 2,166 | $282.8K | 0.09% | −2,372−52.3% | Reduced |
| First Horizon Advisors, Inc. | 2,173 | $283.8K | 0.01% | −951−30.4% | Reduced |
| West Wealth Group, LLC | 2,191 | $286.1K | 0.09% | +2,191 | New |
| Gallagher Fiduciary Advisors, LLC | 2,218 | $289.7K | 0.06% | +2,218 | New |
| Shepherd Financial Partners LLC | 2,220 | $289.9K | 0.03% | +2,220 | New |
| Dynamic Technology Lab Private Ltd | 2,219 | $290.0K | 0.03% | −3,693−62.5% | Reduced |
| Brighton Jones LLC | 2,224 | $290.4K | 0.01% | +60+2.8% | Added |
| Keystone Financial Group | 2,232 | $291.5K | 0.04% | −351−13.6% | Reduced |
| Ritholtz Wealth Management | 2,247 | $293.4K | 0.01% | +2,247 | New |
| Moneta Group Investment Advisors LLC | 2,272 | $296.7K | 0.00% | +2,272 | New |
| Virtu Financial LLC | 2,272 | $297.0K | 0.02% | −16,295−87.8% | Reduced |
| Naviter Wealth, LLC | 2,275 | $297.1K | 0.04% | +2,275 | New |
| Pring Turner Capital Group Inc | 2,280 | $297.7K | 0.19% | −5−0.2% | Reduced |
| Wealth Alliance | 2,281 | $297.9K | 0.04% | +2,281 | New |
| Tocqueville Asset Management L.P. | 2,295 | $299.7K | 0.00% | −15−0.6% | Reduced |
| Wealthspire Advisors, LLC | 2,312 | $301.9K | 0.00% | +2,312 | New |
| Steel Peak Wealth Management LLC | 2,318 | $302.7K | 0.01% | +19+0.8% | Added |
| Thompson Davis & Co., Inc. | 2,325 | $303.6K | 0.22% | +2,325 | New |
| Jackson Wealth Management, LLC | 2,327 | $304.0K | 0.04% | +2,327 | New |
| First National Trust Co | 2,336 | $305.0K | 0.01% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 2,366 | $309.0K | 0.08% | +54+2.3% | Added |
| Hexagon Capital Partners LLC | 2,367 | $309.1K | 0.06% | −57−2.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 2,373 | $309.8K | 0.11% | +4+0.2% | Added |
| Fundamentun, LLC | 2,382 | $311.0K | 0.02% | +102+4.5% | Added |
| Flagship Harbor Advisors, LLC | 2,392 | $312.3K | 0.02% | −25−1.0% | Reduced |
| Objective Capital Management, LLC | 2,398 | $313.1K | 0.18% | +2,398 | New |
| Banque Pictet & Cie SA | 2,400 | $313.4K | 0.00% | 00.0% | Unchanged |
| Virtus Family Office LLC | 2,411 | $314.8K | 0.42% | −53−2.2% | Reduced |
| D'Orazio & Associates, Inc. | 2,426 | $316.8K | 0.05% | +17+0.7% | Added |
| Sand Hill Global Advisors, LLC | 2,431 | $317.4K | 0.01% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 2,431 | $317.5K | 0.01% | −299−11.0% | Reduced |
| 44 Wealth Management LLC | 2,300 | $318.7K | 0.11% | +2,300 | New |