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 |
|---|---|---|---|---|---|
| Knightsbridge Asset Management, LLC | 3,825 | $499.4K | 0.11% | −10−0.3% | Reduced |
| Calamos Wealth Management LLC | 3,840 | $501.4K | 0.03% | −17−0.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 3,850 | $502.7K | 0.30% | +3,850 | New |
| Howard Capital Management Inc. | 3,868 | $505.1K | 0.01% | +3,868 | New |
| Tradition Wealth Management, LLC | 3,869 | $505.2K | 0.05% | −46−1.2% | Reduced |
| Northwest & Ethical Investments L.P. | 3,880 | $506.8K | 0.01% | +1,731+80.5% | Added |
| Register Financial Advisors LLC | 3,895 | $508.7K | 0.26% | −98−2.5% | Reduced |
| Stamos Capital Partners, L.P. | 3,900 | $509.3K | 0.12% | −5,380−58.0% | Reduced |
| Operose Advisors LLC | 3,925 | $512.5K | 0.17% | 00.0% | Unchanged |
| Shelton Capital Management | 3,943 | $514.9K | 0.01% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 3,951 | $515.9K | 0.06% | +288+7.9% | Added |
| Summit Trail Advisors, LLC | 3,955 | $516.5K | 0.01% | +349+9.7% | Added |
| Parcion Private Wealth LLC | 3,969 | $518.3K | 0.04% | +3,969 | New |
| Kovack Advisors, Inc. | 3,974 | $518.9K | 0.05% | −193−4.6% | Reduced |
| Global Retirement Partners, LLC | 3,979 | $519.6K | 0.02% | +1,037+35.2% | Added |
| L.M. Kohn & Company | 3,992 | $521.3K | 0.13% | +420+11.8% | Added |
| Concord Wealth Partners | 4,012 | $523.9K | 0.09% | −120−2.9% | Reduced |
| Kavar Capital Partners Group, LLC | 4,022 | $525.2K | 0.08% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 4,060 | $530.2K | 0.17% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 4,082 | $533.1K | 0.02% | −190−4.4% | Reduced |
| New Century Financial Group, LLC | 4,122 | $538.3K | 0.20% | +549+15.4% | Added |
| Benjamin Edwards Inc | 4,123 | $538.4K | 0.01% | +1,345+48.4% | Added |
| Teacher Retirement System of Texas | 4,159 | $543.0K | 0.00% | −119,905−96.6% | Reduced |
| Watershed Private Wealth LLC | 4,179 | $545.7K | 0.22% | +22+0.5% | Added |
| Twinbeech Capital LP | 4,216 | $550.5K | 0.01% | −19,773−82.4% | Reduced |
| MONECO Advisors, LLC | 4,230 | $552.4K | 0.07% | 00.0% | Unchanged |
| Keel Point, LLC | 4,267 | $557.2K | 0.05% | +154+3.7% | Added |
| Premier Path Wealth Partners, LLC | 4,295 | $560.8K | 0.09% | +64+1.5% | Added |
| FreeGulliver LLC | 4,303 | $561.9K | 0.33% | +78+1.8% | Added |
| Samalin Investment Counsel, LLC | 4,331 | $565.5K | 0.25% | −562−11.5% | Reduced |
| Gateway Advisory, LLC | 4,366 | $570.1K | 0.09% | +132+3.1% | Added |
| RDA Financial Network | 4,399 | $574.4K | 0.18% | −41−0.9% | Reduced |
| Dana Investment Advisors, Inc. | 4,493 | $586.7K | 0.02% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 4,496 | $587.1K | 0.30% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 4,500 | $587.6K | 0.07% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 4,500 | $587.6K | 0.12% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 4,527 | $591.1K | 0.02% | +4,527 | New |
| iA Global Asset Management Inc. | 4,530 | $592.0K | 0.01% | +2,090+85.7% | Added |
| Family Management Corp | 4,538 | $592.6K | 0.10% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 4,540 | $592.8K | 0.05% | −4,485−49.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 4,544 | $593.0K | 0.04% | 00.0% | Unchanged |
| Keystone Investors Pte Ltd | 4,567 | $596.4K | 0.04% | −1,514−24.9% | Reduced |
| Atomi Financial Group, Inc. | 4,582 | $598.3K | 0.04% | +1,012+28.3% | Added |
| Fountainhead AM, LLC | 4,625 | $603.9K | 0.13% | −419−8.3% | Reduced |
| Guinness Asset Management LTD | 4,638 | $605.6K | 0.01% | −529−10.2% | Reduced |
| Islay Capital Management, LLC | 4,656 | $608.0K | 0.41% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 4,667 | $609.4K | 0.03% | +177+3.9% | Added |
| Emprise Bank | 4,681 | $611.2K | 0.35% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 4,687 | $612.0K | 0.01% | +29+0.6% | Added |
| Aft, Forsyth & Sober, LLC | 4,700 | $613.7K | 0.20% | 00.0% | Unchanged |
| Mount Lucas Management LP | 4,720 | $616.3K | 0.21% | +116+2.5% | Added |
| Fusion Capital, LLC | 4,723 | $616.7K | 0.26% | +7+0.1% | Added |
| Legacy Wealth Management, LLC | 4,774 | $623.4K | 0.23% | +4,774 | New |
| EP Wealth Advisors, LLC | 4,795 | $626.1K | 0.01% | +504+11.7% | Added |
| Duncker Streett & Co Inc | 4,800 | $626.8K | 0.11% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 4,800 | $626.8K | 0.09% | +15+0.3% | Added |
| Eschler Asset Management LLP | 4,815 | $628.7K | 0.94% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 4,836 | $631.5K | 0.02% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,839 | $631.9K | 0.01% | +1,294+36.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,873 | $636.3K | 0.03% | +3,518+259.6% | Added |
| Edgemoor Investment Advisors, Inc. | 4,892 | $638.8K | 0.06% | +52+1.1% | Added |
| FJ Capital Management LLC | 4,899 | $639.7K | 0.07% | +4,899 | New |
| Bartlett & Co. Wealth Management LLC | 5,000 | $652.9K | 0.01% | −400−7.4% | Reduced |
| Principle Wealth Partners LLC | 5,020 | $655.5K | 0.05% | −1,500−23.0% | Reduced |
| Sweeney & Michel, LLC | 4,731 | $661.5K | 0.26% | +7+0.1% | Added |
| Prospera Financial Services Inc | 5,080 | $663.5K | 0.02% | −196−3.7% | Reduced |
| Valeo Financial Advisors, LLC | 5,097 | $665.6K | 0.02% | +1,045+25.8% | Added |
| NFC Investments, LLC | 5,140 | $671.0K | 0.19% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 5,144 | $671.7K | 0.11% | −5,016−49.4% | Reduced |
| MGB Wealth Management, LLC | 5,150 | $672.5K | 0.25% | +500+10.8% | Added |
| Okabena Investment Services Inc | 5,168 | $674.8K | 0.19% | +314+6.5% | Added |
| Stratos Wealth Partners, LTD. | 5,169 | $675.0K | 0.01% | +879+20.5% | Added |
| Toth Financial Advisory Corp | 5,200 | $679.0K | 0.08% | +2,450+89.1% | Added |
| Angeles Wealth Management, LLC | 5,221 | $681.8K | 0.06% | +5,221 | New |
| Cary Street Partner Investment Advisory LLC | 5,231 | $683.1K | 0.03% | +259+5.2% | Added |
| 9258 Wealth Management, LLC | 5,234 | $683.5K | 0.10% | −97−1.8% | Reduced |
| Stratos Wealth Advisors, LLC | 5,279 | $689.4K | 0.03% | +6+0.1% | Added |
| BNP Paribas | 5,300 | $692.1K | 0.03% | +150+2.9% | Added |
| Carolinas Wealth Consulting LLC | 5,321 | $694.7K | 0.13% | +414+8.4% | Added |
| Horizon Kinetics Asset Management LLC | 5,358 | $699.6K | 0.01% | +300+5.9% | Added |
| KCM Investment Advisors LLC | 5,400 | $705.1K | 0.02% | −233−4.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,403 | $705.5K | 0.05% | +5,403 | New |
| Integrated Investment Consultants, LLC | 5,409 | $706.3K | 0.15% | −1,902−26.0% | Reduced |
| Huntington National Bank | 5,473 | $714.7K | 0.01% | +1,414+34.8% | Added |
| Fortress Wealth Group, LLC | 5,096 | $717.3K | 0.36% | +80+1.6% | Added |
| Marks Group Wealth Management, Inc | 5,556 | $725.5K | 0.07% | −632−10.2% | Reduced |
| Strategy Asset Managers LLC | 5,556 | $725.5K | 0.14% | +5,556 | New |
| Vestmark Advisory Solutions, Inc. | 5,618 | $733.6K | 0.03% | +604+12.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 5,635 | $735.8K | 0.00% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 5,648 | $737.5K | 0.07% | +1,693+42.8% | Added |
| Ballentine Partners, LLC | 5,651 | $737.9K | 0.01% | +3,744+196.3% | Added |
| SageView Advisory Group, LLC | 5,674 | $740.9K | 0.04% | −1,197−17.4% | Reduced |
| Greenleaf Trust | 5,693 | $743.4K | 0.01% | +1,824+47.1% | Added |
| Glenview Trust Co | 5,699 | $744.2K | 0.01% | +745+15.0% | Added |
| Principal Street Partners, LLC | 5,812 | $749.5K | 0.12% | −714−10.9% | Reduced |
| CIC Wealth, LLC | 5,740 | $749.5K | 0.19% | +55+1.0% | Added |
| Petra Financial Advisors Inc | 5,741 | $749.7K | 0.49% | +5,741 | New |
| Baker Tilly Wealth Management, LLC | 5,805 | $758.0K | 0.34% | +561+10.7% | Added |
| Merit Financial Group, LLC | 5,828 | $761.0K | 0.02% | −843−12.6% | Reduced |
| TFB Advisors LLC | 5,856 | $764.7K | 0.23% | +821+16.3% | Added |