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 |
|---|---|---|---|---|---|
| Good Life Advisors, LLC | 5,899 | $770.2K | 0.05% | +197+3.5% | Added |
| ProVise Management Group, LLC | 5,950 | $777.0K | 0.06% | −1,740−22.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,956 | $777.7K | 0.04% | −1,134−16.0% | Reduced |
| Spirepoint Private Client, LLC | 6,010 | $784.8K | 0.10% | +10+0.2% | Added |
| Fidelis Capital Partners, LLC | 5,674 | $786.1K | 0.09% | −31−0.5% | Reduced |
| One Capital Management, LLC | 6,077 | $793.5K | 0.03% | −715−10.5% | Reduced |
| Allianz SE | 6,110 | $797.8K | 0.02% | +4,110+205.5% | Added |
| CAPROCK Group, Inc. | 6,112 | $798.1K | 0.03% | +2,651+76.6% | Added |
| Arete Wealth Advisors, LLC | 6,173 | $804.0K | 0.07% | −936−13.2% | Reduced |
| Diligent Investors, LLC | 6,229 | $813.4K | 0.19% | −75−1.2% | Reduced |
| Welch & Forbes LLC | 6,250 | $816.1K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 6,274 | $819.3K | 0.02% | +6,213+10,185.2% | Added |
| Gladstone Institutional Advisory LLC | 6,288 | $821.0K | 0.04% | +6,288 | New |
| Diversified Trust Co | 6,319 | $825.1K | 0.02% | −448−6.6% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,417 | $837.9K | 0.21% | +10.0% | Added |
| Visionary Wealth Advisors | 6,438 | $840.7K | 0.05% | +30.0% | Added |
| Old National Bancorp | 6,477 | $845.8K | 0.02% | +85+1.3% | Added |
| Sigma Planning Corp | 6,489 | $847.3K | 0.03% | +81+1.3% | Added |
| Concurrent Investment Advisors, LLC | 6,533 | $853.0K | 0.03% | +985+17.8% | Added |
| Man Group plc | 6,632 | $866.0K | 0.00% | −191,674−96.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 6,646 | $867.8K | 0.19% | −1,483−18.2% | Reduced |
| HighPoint Advisor Group LLC | 6,343 | $872.7K | 0.05% | +847+15.4% | Added |
| Centaurus Financial, Inc. | 6,692 | $874.0K | 0.06% | −1,023−13.3% | Reduced |
| Moloney Securities Asset Management, LLC | 6,697 | $874.5K | 0.12% | +10.0% | Added |
| First Bank & Trust | 6,770 | $884.0K | 0.17% | +234+3.6% | Added |
| O'Neil Global Advisors, Inc. | 6,800 | $888.0K | 0.23% | +6,800 | New |
| USA Financial Portformulas Corp | 6,811 | $889.4K | 0.14% | +6,811 | New |
| Ameritas Investment Partners, Inc. | 6,831 | $892.0K | 0.03% | −173−2.5% | Reduced |
| Bayesian Capital Management, LP | 6,863 | $896.2K | 0.11% | −1,037−13.1% | Reduced |
| Cigna Investments Inc | 6,873 | $898.0K | 0.16% | −58−0.8% | Reduced |
| Dorsey & Whitney Trust CO LLC | 6,901 | $901.1K | 0.05% | +3,651+112.3% | Added |
| Firethorn Wealth Partners, LLC | 6,940 | $906.2K | 0.46% | +6+0.1% | Added |
| ASB Consultores, LLC | 6,999 | $913.9K | 0.36% | +199+2.9% | Added |
| Linscomb & Williams, Inc. | 7,000 | $914.1K | 0.05% | 00.0% | Unchanged |
| Triumph Capital Management | 7,000 | $914.1K | 0.33% | +7,000 | New |
| Douglas Lane & Associates, LLC | 7,090 | $925.9K | 0.01% | −1,500−17.5% | Reduced |
| Independent Financial Group, LLC | 7,133 | $931.5K | 0.03% | +267+3.9% | Added |
| D.A. Davidson & Co. | 7,173 | $936.7K | 0.01% | −1,353−15.9% | Reduced |
| Yorktown Management & Research Co Inc | 7,200 | $940.2K | 0.96% | −2,500−25.8% | Reduced |
| Moors & Cabot, Inc. | 7,306 | $954.0K | 0.05% | −48−0.7% | Reduced |
| Private Advisory Group LLC | 7,430 | $970.2K | 0.12% | +7,430 | New |
| Virtus ETF Advisers LLC | 7,471 | $975.6K | 0.46% | −1,303−14.9% | Reduced |
| StoneX Group Inc. | 7,472 | $975.8K | 0.07% | +7,472 | New |
| Apollon Wealth Management, LLC | 7,474 | $976.0K | 0.03% | +2,961+65.6% | Added |
| Dynamic Advisor Solutions LLC | 7,519 | $981.8K | 0.03% | +427+6.0% | Added |
| Fifth Third Wealth Advisors LLC | 7,542 | $984.8K | 0.06% | +361+5.0% | Added |
| Institute for Wealth Management, LLC. | 7,564 | $987.7K | 0.12% | −90−1.2% | Reduced |
| Zions Bancorporation, N.A. | 7,577 | $989.4K | 0.07% | +1,938+34.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,613 | $994.1K | 0.04% | +3,514+85.7% | Added |
| Kesler, Norman & Wride, LLC | 7,625 | $995.8K | 0.20% | +7,625 | New |
| Glenmede Trust Co NA | 7,669 | $1.00M | 0.00% | −4,388−36.4% | Reduced |
| Seaport Global Advisors, LLC | 7,713 | $1.01M | 3.18% | 00.0% | Unchanged |
| Trust Asset Management LLC | 7,716 | $1.01M | 0.08% | +7,716 | New |
| CWM, LLC | 7,845 | $1.02M | 0.00% | −570−6.8% | Reduced |
| Meeder Advisory Services, Inc. | 7,857 | $1.03M | 0.07% | +425+5.7% | Added |
| Williamson Legacy Group, LLC | 7,902 | $1.03M | 0.69% | +7,902 | New |
| Sage Rhino Capital LLC | 7,965 | $1.04M | 0.23% | +21+0.3% | Added |
| Golden State Equity Partners | 7,984 | $1.04M | 0.16% | +1,149+16.8% | Added |
| Summit Financial, LLC | 7,989 | $1.04M | 0.04% | +1,999+33.4% | Added |
| Corsair Capital Management, L.P. | 8,020 | $1.05M | 0.25% | 00.0% | Unchanged |
| Marex Group plc | 8,069 | $1.05M | 0.02% | +2,851+54.6% | Added |
| Signaturefd, LLC | 8,104 | $1.06M | 0.02% | +1,149+16.5% | Added |
| Synovus Financial Corp | 8,199 | $1.07M | 0.01% | +49+0.6% | Added |
| MJP Associates Inc | 8,205 | $1.07M | 0.20% | +932+12.8% | Added |
| Qtron Investments LLC | 8,246 | $1.08M | 0.15% | −460−5.3% | Reduced |
| Twin Capital Management Inc | 8,293 | $1.08M | 0.12% | +8,293 | New |
| Kestra Private Wealth Services, LLC | 8,315 | $1.09M | 0.02% | +235+2.9% | Added |
| AMJ Financial Wealth Management | 8,329 | $1.09M | 0.31% | +8,329 | New |
| Canandaigua National Bank & Trust Co | 8,338 | $1.09M | 0.10% | −489−5.5% | Reduced |
| Intech Investment Management LLC | 8,406 | $1.10M | 0.01% | −26,008−75.6% | Reduced |
| Forum Financial Management, LP | 8,455 | $1.10M | 0.02% | +5+0.1% | Added |
| Smith Shellnut Wilson LLC | 8,508 | $1.11M | 0.50% | 00.0% | Unchanged |
| E&G Advisors, LP | 8,600 | $1.12M | 0.31% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 8,617 | $1.13M | 0.68% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 8,661 | $1.13M | 1.60% | +463+5.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 8,670 | $1.13M | 0.04% | +80+0.9% | Added |
| Fiduciary Group LLC | 8,700 | $1.14M | 0.12% | 00.0% | Unchanged |
| Bokf, NA | 8,700 | $1.14M | 0.02% | −535−5.8% | Reduced |
| Segment Wealth Management, LLC | 8,850 | $1.16M | 0.08% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 8,883 | $1.16M | 0.02% | +719+8.8% | Added |
| HB Wealth Management, LLC | 8,930 | $1.17M | 0.01% | +1,810+25.4% | Added |
| U S Global Investors Inc | 8,950 | $1.17M | 0.11% | −11,500−56.2% | Reduced |
| Parallel Advisors, LLC | 8,975 | $1.17M | 0.03% | +1,063+13.4% | Added |
| Kraematon Investment Advisors, Inc | 8,984 | $1.17M | 1.15% | −123−1.4% | Reduced |
| Beacon Pointe Advisors, LLC | 9,055 | $1.18M | 0.01% | −97−1.1% | Reduced |
| Snowden Capital Advisors LLC | 9,093 | $1.19M | 0.04% | −578−6.0% | Reduced |
| Beaumont Financial Advisors, LLC | 9,257 | $1.21M | 0.09% | −973−9.5% | Reduced |
| Aries Wealth Management | 9,444 | $1.23M | 0.34% | −40−0.4% | Reduced |
| GM Advisory Group, Inc. | 9,561 | $1.25M | 0.07% | +9,561 | New |
| NVWM, LLC | 9,594 | $1.25M | 0.32% | +8+0.1% | Added |
| GAMMA Investing LLC | 9,622 | $1.26M | 0.12% | +1,804+23.1% | Added |
| Advisory Services Network, LLC | 11,949 | $1.26M | 0.03% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 9,696 | $1.27M | 0.13% | 00.0% | Unchanged |
| RW Investment Management LLC | 9,762 | $1.27M | 0.16% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 9,796 | $1.28M | 0.02% | +9,796 | New |
| Capstone Investment Advisors, LLC | 9,865 | $1.29M | 0.02% | −3,417−25.7% | Reduced |
| Agf Management Ltd | 9,936 | $1.30M | 0.01% | +518+5.5% | Added |
| Inceptionr LLC | 10,005 | $1.31M | 0.32% | +5,764+135.9% | Added |
| James J. Burns & Company, LLC | 10,033 | $1.31M | 0.24% | −2,000−16.6% | Reduced |
| GTS Securities LLC | 10,049 | $1.31M | 0.03% | −2,037−16.9% | Reduced |