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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 9,208 | $1.32M | 0.04% | +75+0.8% | Added |
| Clear Harbor Asset Management, LLC | 10,125 | $1.32M | 0.11% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 10,143 | $1.32M | 0.08% | −197−1.9% | Reduced |
| Profund Advisors LLC | 10,220 | $1.33M | 0.05% | −113−1.1% | Reduced |
| Transcend Wealth Collective, LLC | 10,226 | $1.34M | 0.09% | +1,905+22.9% | Added |
| Gilbert & Cook, Inc. | 10,270 | $1.34M | 0.18% | −1,192−10.4% | Reduced |
| JustInvest LLC | 10,377 | $1.36M | 0.02% | +3,468+50.2% | Added |
| Capital International Sarl | 10,389 | $1.36M | 0.03% | +3,609+53.2% | Added |
| Horizon Investments, LLC | 10,438 | $1.36M | 0.04% | +1,354+14.9% | Added |
| Riverpark Capital Management LLC | 10,428 | $1.36M | 2.48% | −8,751−45.6% | Reduced |
| DoubleLine ETF Adviser LP | 10,440 | $1.36M | 0.33% | +10,440 | New |
| Hunting Hill Global Capital, LLC | 10,471 | $1.37M | 1.92% | 00.0% | Unchanged |
| Atom Investors LP | 10,471 | $1.37M | 0.14% | +10,471 | New |
| Silvant Capital Management LLC | 10,531 | $1.38M | 0.06% | −715−6.4% | Reduced |
| DRW Securities, LLC | 10,569 | $1.38M | 0.08% | +5,538+110.1% | Added |
| MAI Capital Management | 10,606 | $1.38M | 0.01% | −361−3.3% | Reduced |
| Zhang Financial LLC | 10,617 | $1.39M | 0.09% | +20.0% | Added |
| Trueblood Wealth Management, LLC | 10,699 | $1.40M | 0.70% | −119−1.1% | Reduced |
| Illinois Municipal Retirement Fund | 10,757 | $1.40M | 0.02% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 10,868 | $1.42M | 0.21% | +10,868 | New |
| Wealthcare Advisory Partners LLC | 10,901 | $1.42M | 0.04% | +537+5.2% | Added |
| Wedmont Private Capital | 10,909 | $1.43M | 0.08% | +7,913+264.1% | Added |
| Prudential PLC | 11,098 | $1.45M | 0.01% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 11,112 | $1.45M | 0.35% | −890−7.4% | Reduced |
| Westover Capital Advisors, LLC | 11,130 | $1.45M | 0.28% | +4,665+72.2% | Added |
| Leonteq Securities AG | 11,136 | $1.45M | 0.17% | +5,959+115.1% | Added |
| Lynx Capital Group Ltd | 11,187 | $1.46M | 0.95% | 00.0% | Unchanged |
| Davenport & Co LLC | 11,233 | $1.47M | 0.01% | +326+3.0% | Added |
| Jefferies Financial Group Inc. | 11,259 | $1.47M | 0.02% | +8,876+372.5% | Added |
| Prime Capital Investment Advisors, LLC | 11,274 | $1.47M | 0.02% | +6,468+134.6% | Added |
| Spire Wealth Management | 11,317 | $1.48M | 0.05% | +9+0.1% | Added |
| Highland Capital Management, LLC | 11,442 | $1.49M | 0.09% | −440−3.7% | Reduced |
| Veriti Management LLC | 11,490 | $1.50M | 0.08% | +3,465+43.2% | Added |
| Bain Capital Public Equity, LP | 11,536 | $1.51M | 1.17% | +11,536 | New |
| Harvest Fund Management Co., Ltd | 11,679 | $1.52M | 0.09% | +2,357+25.3% | Added |
| Farther Finance Advisors, LLC | 11,758 | $1.54M | 0.06% | +393+3.5% | Added |
| Harbor Capital Advisors, Inc. | 11,888 | $1.55M | 0.07% | +55+0.5% | Added |
| Keybank National Association | 11,968 | $1.56M | 0.01% | +103+0.9% | Added |
| Vident Advisory, LLC | 12,023 | $1.57M | 0.04% | +2,872+31.4% | Added |
| Chemistry Wealth Management LLC | 12,144 | $1.59M | 0.38% | +972+8.7% | Added |
| Professional Financial Advisors, LLC | 12,176 | $1.59M | 0.41% | −1,372−10.1% | Reduced |
| Driehaus Capital Management LLC | 12,187 | $1.59M | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 12,305 | $1.61M | 0.02% | +3,181+34.9% | Added |
| Vestcor Inc | 12,320 | $1.61M | 0.05% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 19,426 | $1.61M | 0.03% | −175−0.9% | Reduced |
| Daymark Wealth Partners, LLC | 12,326 | $1.61M | 0.07% | +4,529+58.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 12,331 | $1.61M | 0.14% | +663+5.7% | Added |
| Virtue Capital Management, LLC | 12,350 | $1.61M | 0.32% | +337+2.8% | Added |
| Caption Management, LLC | 12,400 | $1.62M | 0.17% | +12,400 | New |
| Robertson Stephens Wealth Management, LLC | 12,493 | $1.63M | 0.06% | −636−4.8% | Reduced |
| Guardian Investment Management | 12,525 | $1.64M | 1.42% | −900−6.7% | Reduced |
| Financial Management Network Inc | 12,303 | $1.64M | 0.34% | +1,221+11.0% | Added |
| Northeast Investment Management | 12,800 | $1.67M | 0.07% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,961 | $1.69M | 0.08% | +265+2.1% | Added |
| Duncan Williams Asset Management, LLC | 13,150 | $1.72M | 0.95% | −372−2.8% | Reduced |
| RFG Advisory, LLC | 13,430 | $1.75M | 0.05% | +3,533+35.7% | Added |
| Independent Advisor Alliance | 13,511 | $1.76M | 0.06% | +50.0% | Added |
| Capitolis Liquid Global Markets LLC | 13,560 | $1.77M | 0.02% | +13,560 | New |
| Jones Financial Companies LLLP | 13,446 | $1.78M | 0.00% | +6,133+83.9% | Added |
| Choate Investment Advisors | 13,723 | $1.79M | 0.05% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 13,874 | $1.81M | 0.10% | +13,874 | New |
| First National Bank Sioux Falls | 13,888 | $1.81M | 0.82% | 00.0% | Unchanged |
| Ossiam | 13,908 | $1.82M | 0.04% | +12,906+1,288.0% | Added |
| Epoch Investment Partners, Inc. | 13,911 | $1.82M | 0.01% | −242−1.7% | Reduced |
| TownSquare Capital, LLC | 13,913 | $1.82M | 0.02% | +3,693+36.1% | Added |
| River & Mercantile Asset Management LLP | 13,928 | $1.82M | 0.39% | +761+5.8% | Added |
| Commerce Bank | 13,951 | $1.82M | 0.01% | +978+7.5% | Added |
| Mosaic Financial Group, LLC | 14,000 | $1.83M | 1.30% | 00.0% | Unchanged |
| Nomura Holdings Inc | 14,132 | $1.85M | 0.01% | +14,132 | New |
| IHT Wealth Management, LLC | 14,168 | $1.85M | 0.05% | +1,491+11.8% | Added |
| Avalon Trust Co | 14,284 | $1.87M | 0.14% | −6,000−29.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 14,336 | $1.87M | 0.57% | +10+0.1% | Added |
| Moody National Bank Trust Division | 14,413 | $1.88M | 0.20% | −5,511−27.7% | Reduced |
| Advisor OS, LLC | 14,546 | $1.90M | 0.19% | +477+3.4% | Added |
| Zimmermann Investment Management & Planning LLC | 14,552 | $1.90M | 0.58% | +1,406+10.7% | Added |
| Sequoia Financial Advisors, LLC | 14,604 | $1.91M | 0.02% | +1,007+7.4% | Added |
| Raymond James Trust N.A. | 14,714 | $1.92M | 0.04% | −68−0.5% | Reduced |
| Dakota Wealth Management | 14,743 | $1.93M | 0.04% | +933+6.8% | Added |
| Level Four Advisory Services, LLC | 13,963 | $1.93M | 0.08% | −164−1.2% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 14,827 | $1.94M | 0.32% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 14,898 | $1.95M | 0.30% | +954+6.8% | Added |
| NewEdge Wealth, LLC | 14,947 | $1.95M | 0.04% | +2,350+18.7% | Added |
| Resources Investment Advisors, LLC. | 15,136 | $1.98M | 0.02% | +4,481+42.1% | Added |
| RiverPark Advisors, LLC | 15,205 | $1.99M | 1.62% | −4,198−21.6% | Reduced |
| Louisbourg Investments Inc. | 18,297 | $2.00M | 0.51% | −300−1.6% | Reduced |
| United Services Automobile Association | 15,494 | $2.02M | 0.05% | +15,494 | New |
| Grandeur Peak Global Advisors, LLC | 15,499 | $2.02M | 0.17% | +1,486+10.6% | Added |
| Vontobel Holding Ltd. | 15,523 | $2.03M | 0.01% | +8,535+122.1% | Added |
| Lansing Street Advisors | 15,724 | $2.05M | 0.76% | +55+0.4% | Added |
| Park Avenue Securities LLC | 15,810 | $2.06M | 0.02% | +999+6.7% | Added |
| Bradley Foster & Sargent Inc | 15,822 | $2.07M | 0.03% | +3,222+25.6% | Added |
| Fulton Bank, N.A. | 15,881 | $2.07M | 0.08% | +253+1.6% | Added |
| Essex Financial Services, Inc. | 14,965 | $2.10M | 0.15% | −1,091−6.8% | Reduced |
| Ieq Capital, LLC | 16,120 | $2.10M | 0.03% | +8,331+107.0% | Added |
| Oppenheimer Asset Management Inc. | 16,358 | $2.14M | 0.03% | +5,120+45.6% | Added |
| Arkadios Wealth Advisors | 16,463 | $2.15M | 0.12% | +12,512+316.7% | Added |
| Cross Staff Investments Inc | 16,544 | $2.16M | 1.67% | −2,213−11.8% | Reduced |
| Oxford Financial Group Ltd | 16,676 | $2.18M | 0.14% | −6,025−26.5% | Reduced |
| AlTi Global, Inc. | 16,970 | $2.22M | 0.05% | −664−3.8% | Reduced |
| United Asset Strategies, Inc. | 17,079 | $2.23M | 0.21% | −1,119−6.1% | Reduced |