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 |
|---|---|---|---|---|---|
| Wolverine Trading, LLC | 2,415 | $319.1K | 0.01% | +2,415 | New |
| Simon Quick Advisors, LLC | 2,457 | $320.8K | 0.02% | +262+11.9% | Added |
| Mount Yale Investment Advisors, LLC | 2,458 | $321.0K | 0.03% | +9+0.4% | Added |
| Roof Eidam & Maycock | 2,465 | $321.9K | 0.08% | +2,465 | New |
| LGL Partners, LLC | 2,482 | $324.1K | 0.05% | +142+6.1% | Added |
| Cypress Point Wealth Management, LLC | 2,490 | $325.1K | 0.13% | +28+1.1% | Added |
| Ballast, Inc. | 2,500 | $326.4K | 0.09% | −16−0.6% | Reduced |
| Harbor Investment Advisory, LLC | 2,503 | $326.8K | 0.03% | +740+42.0% | Added |
| Silvercrest Asset Management Group LLC | 2,505 | $327.1K | 0.00% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 2,539 | $331.5K | 0.03% | +106+4.4% | Added |
| TFC Financial Management | 2,553 | $333.4K | 0.05% | +3+0.1% | Added |
| Commerzbank Aktiengesellschaft | 2,561 | $335.0K | 0.01% | +2,561 | New |
| Integrated Wealth Concepts LLC | 2,593 | $338.6K | 0.00% | −339−11.6% | Reduced |
| SRS Capital Advisors, Inc. | 2,603 | $339.9K | 0.03% | +25+1.0% | Added |
| Private Trust Co NA | 2,604 | $340.0K | 0.03% | +1,705+189.7% | Added |
| Evercore Wealth Management, LLC | 2,615 | $341.5K | 0.01% | −90−3.3% | Reduced |
| Middleton & Co Inc | 2,622 | $342.4K | 0.04% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,625 | $342.8K | 0.20% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 2,630 | $343.5K | 0.06% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 2,635 | $344.0K | 0.01% | +2,635 | New |
| Washington Trust Bank | 2,644 | $345.3K | 0.03% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 2,647 | $346.0K | 0.01% | +19+0.7% | Added |
| Allworth Financial LP | 2,678 | $349.7K | 0.00% | +191+7.7% | Added |
| MBB Public Markets I LLC | 2,700 | $352.6K | 0.03% | −42,820−94.1% | Reduced |
| Paradigm Asset Management Co LLC | 2,704 | $353.1K | 0.09% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 2,720 | $355.2K | 0.05% | +42+1.6% | Added |
| Northwest Bancshares, Inc. | 2,725 | $355.8K | 0.06% | 00.0% | Unchanged |
| We Are One Seven, LLC | 2,753 | $359.5K | 0.02% | +620+29.1% | Added |
| Shell Asset Management Co | 2,760 | $360.0K | 0.02% | +2,760 | New |
| NorthRock Partners, LLC | 2,791 | $364.4K | 0.01% | +2,791 | New |
| Guyasuta Investment Advisors Inc | 2,797 | $365.2K | 0.02% | +188+7.2% | Added |
| Childress Capital Advisors, LLC | 2,802 | $365.9K | 0.10% | +311+12.5% | Added |
| Frank, Rimerman Advisors LLC | 2,819 | $368.1K | 0.03% | +559+24.7% | Added |
| LFA - Lugano Financial Advisors SA | 2,850 | $372.2K | 0.25% | 00.0% | Unchanged |
| Catalyst Private Wealth, LLC | 2,869 | $374.6K | 0.18% | 00.0% | Unchanged |
| Haverford Trust Co | 2,874 | $375.3K | 0.00% | +473+19.7% | Added |
| Montag A & Associates Inc | 2,884 | $376.6K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,902 | $378.9K | 0.13% | +2+0.1% | Added |
| Northside Capital Management, LLC | 2,903 | $379.1K | 0.06% | 00.0% | Unchanged |
| Verition Fund Management LLC | 2,965 | $387.2K | 0.00% | −21,622−87.9% | Reduced |
| Aspen Grove Capital, LLC | 2,976 | $388.6K | 0.09% | +3+0.1% | Added |
| Dark Forest Capital Management LP | 2,984 | $389.7K | 0.05% | +2,984 | New |
| Trustmark National Bank Trust Department | 3,000 | $391.7K | 0.03% | −26−0.9% | Reduced |
| Wellington Shields & Co., LLC | 3,000 | $391.7K | 0.12% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 3,000 | $391.7K | 0.13% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 3,005 | $392.4K | 0.05% | +120+4.2% | Added |
| Johnson Financial Group, Inc. | 3,015 | $393.7K | 0.02% | +130+4.5% | Added |
| Ostrum Asset Management | 3,049 | $398.1K | 0.03% | +37+1.2% | Added |
| Bridgefront Capital, LLC | 3,053 | $398.7K | 0.15% | +1,141+59.7% | Added |
| Mainstay Capital Management LLC | 3,063 | $400.0K | 0.07% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 3,057 | $400.0K | 0.01% | −534−14.9% | Reduced |
| Meadow Creek Wealth Advisors LLC | 3,070 | $400.9K | 0.32% | +232+8.2% | Added |
| Lindbrook Capital, LLC | 3,077 | $401.8K | 0.04% | +1,491+94.0% | Added |
| Dudley Capital Management, LLC | 3,095 | $404.1K | 0.21% | +80+2.7% | Added |
| V-Square Quantitative Management LLC | 3,124 | $407.9K | 0.06% | +1,105+54.7% | Added |
| Sovereign Financial Group, Inc. | 3,163 | $413.0K | 0.10% | −63−2.0% | Reduced |
| Masso Torrence Wealth Management Inc. | 3,165 | $413.3K | 0.22% | +10.0% | Added |
| Schonfeld Strategic Advisors LLC | 3,231 | $421.9K | 0.00% | −15−0.5% | Reduced |
| Vise Technologies, Inc. | 3,234 | $422.3K | 0.05% | +3,234 | New |
| Ethic Inc. | 4,200 | $422.4K | 0.01% | +574+15.8% | Added |
| Mizuho Markets Americas LLC | 3,238 | $422.8K | 0.01% | +3,238 | New |
| Crestline Management, LP | 3,262 | $426.0K | 0.02% | +3,262 | New |
| Coldstream Capital Management Inc | 3,267 | $426.6K | 0.01% | +907+38.4% | Added |
| Argent Trust Co | 3,288 | $429.3K | 0.02% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 3,314 | $432.7K | 0.28% | +311+10.4% | Added |
| Johnson Investment Counsel Inc | 3,326 | $434.4K | 0.00% | −47−1.4% | Reduced |
| Cypress Wealth Services, LLC | 3,331 | $435.0K | 0.09% | +70+2.1% | Added |
| Manchester Capital Management LLC | 3,348 | $437.2K | 0.05% | +94+2.9% | Added |
| Centiva Capital, LP | 3,350 | $437.4K | 0.02% | −3,099−48.1% | Reduced |
| Apella Capital, LLC | 3,321 | $439.1K | 0.02% | +106+3.3% | Added |
| Leavell Investment Management, Inc. | 3,368 | $439.8K | 0.02% | −134−3.8% | Reduced |
| Essex Savings Bank | 3,385 | $442.0K | 0.11% | −33−1.0% | Reduced |
| Evergreen Capital Management LLC | 3,398 | $443.8K | 0.01% | +401+13.4% | Added |
| Fiduciary Family Office, LLC | 3,417 | $446.2K | 0.15% | 00.0% | Unchanged |
| Atlanta Consulting Group Advisors, LLC | 3,441 | $449.3K | 0.11% | +3,441 | New |
| Axxcess Wealth Management, LLC | 3,448 | $450.3K | 0.01% | +2+0.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 3,452 | $450.8K | 0.02% | +218+6.7% | Added |
| Fort Sheridan Advisors LLC | 3,467 | $452.7K | 0.07% | −562−13.9% | Reduced |
| Signature Estate & Investment Advisors LLC | 3,483 | $454.8K | 0.01% | +982+39.3% | Added |
| HHM Wealth Advisors, LLC | 3,488 | $455.5K | 0.06% | −121−3.4% | Reduced |
| Hodges Capital Management Inc. | 3,508 | $458.1K | 0.03% | +3+0.1% | Added |
| Sunbelt Securities, Inc. | 3,545 | $463.0K | 0.05% | +105+3.1% | Added |
| Gitterman Wealth Management, LLC | 3,551 | $463.7K | 0.19% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 3,555 | $464.2K | 0.10% | 00.0% | Unchanged |
| Cercano Management LLC | 3,560 | $464.9K | 0.01% | +3,560 | New |
| Panagora Asset Management Inc | 3,561 | $465.0K | 0.00% | −3−0.1% | Reduced |
| Leo Wealth, LLC | 3,562 | $465.2K | 0.04% | −14−0.4% | Reduced |
| Trust Co of Kansas | 3,593 | $469.0K | 0.23% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 3,595 | $469.4K | 0.05% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 3,572 | $472.0K | 0.00% | +747+26.4% | Added |
| Westpac Banking Corp | 3,626 | $473.5K | 0.03% | 00.0% | Unchanged |
| Optiver Holding B.V. | 3,669 | $479.1K | 0.01% | +3,669 | New |
| Aaron Wealth Advisors | 3,688 | $481.6K | 0.06% | +457+14.1% | Added |
| Ronald Blue Trust, Inc. | 4,591 | $483.2K | 0.01% | +1,879+69.3% | Added |
| Ssi Investment Management LLC | 3,703 | $483.5K | 0.04% | −3−0.1% | Reduced |
| Resurgent Financial Advisors LLC | 3,764 | $491.5K | 0.29% | +4+0.1% | Added |
| TAGStone Capital, Inc. | 3,771 | $492.0K | 0.25% | +5+0.1% | Added |
| XML Financial, LLC | 3,779 | $493.5K | 0.05% | +806+27.1% | Added |
| Ade, LLC | 3,805 | $496.9K | 0.31% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 3,800 | $499.1K | 0.28% | 00.0% | Unchanged |