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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 17,089 | $2.23M | 0.01% | +2,403+16.4% | Added |
| LB Partners LLC | 17,100 | $2.23M | 1.94% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 17,198 | $2.25M | 0.09% | +966+6.0% | Added |
| Napa Wealth Management | 17,204 | $2.25M | 1.06% | +17,204 | New |
| Kovitz Investment Group Partners, LLC | 19,874 | $2.25M | 0.02% | −6,991−26.0% | Reduced |
| Next Capital Management LLC | 17,387 | $2.27M | 0.93% | −96−0.5% | Reduced |
| Franklin Street Advisors Inc | 17,547 | $2.29M | 0.15% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 17,797 | $2.32M | 0.11% | −2,625−12.9% | Reduced |
| XTX Topco Ltd | 17,918 | $2.34M | 0.17% | −11,701−39.5% | Reduced |
| Ar Asset Management Inc | 18,000 | $2.35M | 0.52% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 18,039 | $2.36M | 0.30% | +9,264+105.6% | Added |
| Squarepoint Ops LLC | 18,157 | $2.37M | 0.01% | −58,818−76.4% | Reduced |
| Van Eck Associates Corp | 17,166 | $2.38M | 0.00% | +704+4.3% | Added |
| National Asset Management, Inc. | 18,489 | $2.42M | 0.07% | −1,726−8.5% | Reduced |
| Camarda Financial Advisors, LLC | 18,514 | $2.42M | 0.91% | +18,514 | New |
| Tokio Marine Asset Management Co Ltd | 18,643 | $2.43M | 0.11% | +908+5.1% | Added |
| Seven Post Investment Office LP | 18,700 | $2.44M | 0.37% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 18,718 | $2.44M | 0.06% | −65−0.3% | Reduced |
| Royce & Associates LP | 19,138 | $2.50M | 0.02% | −13,057−40.6% | Reduced |
| Avantax Advisory Services, Inc. | 19,179 | $2.50M | 0.02% | +6,638+52.9% | Added |
| Connable Office Inc | 19,311 | $2.52M | 0.25% | +82+0.4% | Added |
| CIBC Private Wealth Group, LLC | 19,556 | $2.55M | 0.00% | −52−0.3% | Reduced |
| Zacks Investment Management | 19,562 | $2.55M | 0.02% | −306−1.5% | Reduced |
| Wedbush Securities Inc | 19,605 | $2.56M | 0.09% | −666−3.3% | Reduced |
| Fort Pitt Capital Group, LLC | 19,746 | $2.58M | 0.07% | +7,389+59.8% | Added |
| RSM US Wealth Management LLC | 19,874 | $2.58M | 0.04% | +956+5.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 19,968 | $2.61M | 0.18% | −1,499−7.0% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 19,984 | $2.61M | 0.07% | +5,000+33.4% | Added |
| Cobalt Capital Management, Inc. | 20,000 | $2.61M | 1.16% | −75,000−78.9% | Reduced |
| International Assets Investment Management, LLC | 342,982 | $2.63M | 0.01% | +339,946+11,197.2% | Added |
| Pensionmark Financial Group, LLC | 20,196 | $2.64M | 0.08% | +2,954+17.1% | Added |
| ING Groep NV | 20,432 | $2.67M | 0.02% | −61,888−75.2% | Reduced |
| Bryn Mawr Trust Co | 20,566 | $2.69M | 0.05% | +20,566 | New |
| Mission Wealth Management, LP | 20,589 | $2.69M | 0.07% | +190+0.9% | Added |
| Lee Danner & Bass Inc | 20,596 | $2.69M | 0.19% | +1,425+7.4% | Added |
| Investment Management Corp of Ontario | 20,684 | $2.70M | 0.06% | +6,900+50.1% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 21,256 | $2.78M | 0.03% | +1,231+6.1% | Added |
| Warren Averett Asset Management, LLC | 21,298 | $2.78M | 0.05% | −479−2.2% | Reduced |
| Tredje AP-fonden | 21,355 | $2.79M | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 21,376 | $2.79M | 0.07% | +196+0.9% | Added |
| Bray Capital Advisors | 21,920 | $2.86M | 0.70% | 00.0% | Unchanged |
| Coastline Trust Co | 22,200 | $2.90M | 0.34% | +8,481+61.8% | Added |
| Southeast Asset Advisors Inc. | 22,357 | $2.92M | 0.32% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 22,764 | $2.97M | 0.05% | +187+0.8% | Added |
| HBK Sorce Advisory LLC | 22,822 | $2.98M | 0.09% | −213−0.9% | Reduced |
| Vinva Investment Management Ltd | 22,875 | $3.02M | 0.13% | +1,200+5.5% | Added |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 23,500 | $3.07M | 0.28% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 23,575 | $3.08M | 0.03% | +3,015+14.7% | Added |
| Citizens Financial Group Inc | 23,662 | $3.09M | 0.06% | −311−1.3% | Reduced |
| Hamilton Capital Partners Inc. | 23,797 | $3.11M | 0.27% | +19,597+466.6% | Added |
| Denali Advisors LLC | 24,019 | $3.14M | 0.34% | +24,019 | New |
| Mercer Global Advisors Inc | 24,353 | $3.16M | 0.01% | −297−1.2% | Reduced |
| Swiss Life Asset Management Ltd | 24,261 | $3.16M | 0.04% | −5,351−18.1% | Reduced |
| Regions Financial Corp | 24,290 | $3.17M | 0.02% | −726−2.9% | Reduced |
| Norinchukin Bank, The | 24,304 | $3.17M | 0.07% | +2,143+9.7% | Added |
| Procyon Private Wealth Partners, LLC | 24,329 | $3.18M | 0.22% | −1,741−6.7% | Reduced |
| Principal Securities, Inc. | 24,473 | $3.20M | 0.08% | −325−1.3% | Reduced |
| Checchi Capital Advisers, LLC | 24,538 | $3.20M | 0.24% | +209+0.9% | Added |
| Wesbanco Bank Inc | 24,697 | $3.22M | 0.11% | −406−1.6% | Reduced |
| Lazard Asset Management LLC | 25,086 | $3.27M | 0.00% | +14,797+143.8% | Added |
| Quantinno Capital Management LP | 25,269 | $3.30M | 0.04% | +13,279+110.8% | Added |
| FIL Ltd | 25,274 | $3.30M | 0.00% | +12,060+91.3% | Added |
| SpiderRock Advisors, LLC | 25,416 | $3.32M | 0.07% | +25,416 | New |
| NEOS Investment Management LLC | 25,562 | $3.34M | 0.10% | +4,872+23.5% | Added |
| Bridgewater Associates, LP | 25,610 | $3.34M | 0.02% | −8,996−26.0% | Reduced |
| Fortitude Family Office, LLC | 25,616 | $3.34M | 1.33% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 25,626 | $3.35M | 0.58% | +3,971+18.3% | Added |
| Rathbone Brothers plc | 25,640 | $3.35M | 0.02% | −3,185−11.0% | Reduced |
| Blair William & Co | 25,823 | $3.37M | 0.01% | +1,450+5.9% | Added |
| Baird Financial Group, Inc. | 25,945 | $3.39M | 0.01% | +302+1.2% | Added |
| Chicago Partners Investment Group LLC | 24,752 | $3.43M | 0.12% | −4,710−16.0% | Reduced |
| TD Waterhouse Canada Inc. | 26,438 | $3.43M | 0.03% | −967−3.5% | Reduced |
| Thrivent Financial for Lutherans | 26,463 | $3.46M | 0.01% | −42,241−61.5% | Reduced |
| Barr E S & Co | 26,575 | $3.47M | 0.22% | −550−2.0% | Reduced |
| CenterBook Partners LP | 26,587 | $3.47M | 0.21% | +26,587 | New |
| Crossmark Global Holdings, Inc. | 26,780 | $3.50M | 0.06% | +120+0.5% | Added |
| Iridian Asset Management LLC | 27,084 | $3.54M | 0.76% | −13,077−32.6% | Reduced |
| Wealthfront Advisers LLC | 27,110 | $3.54M | 0.01% | +4,506+19.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 26,453 | $3.56M | 0.07% | +18,877+249.2% | Added |
| Arrowstreet Capital, Limited Partnership | 27,561 | $3.60M | 0.00% | −151,904−84.6% | Reduced |
| Accuvest Global Advisors | 27,900 | $3.64M | 3.13% | −7,382−20.9% | Reduced |
| Rational Advisors LLC | 27,900 | $3.64M | 0.35% | −4,000−12.5% | Reduced |
| Siemens Fonds Invest GmbH | 27,978 | $3.65M | 0.29% | +754+2.8% | Added |
| Allen Investment Management LLC | 28,101 | $3.67M | 0.04% | +28,101 | New |
| Teton Advisors, Inc. | 28,300 | $3.70M | 1.65% | −11,700−29.3% | Reduced |
| Metis Global Partners, LLC | 28,603 | $3.73M | 0.12% | +1,233+4.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 28,841 | $3.77M | 0.01% | +2,213+8.3% | Added |
| M&T Bank Corp | 28,983 | $3.79M | 0.01% | −49−0.2% | Reduced |
| Coronation Fund Managers Ltd. | 29,258 | $3.82M | 0.21% | −25,232−46.3% | Reduced |
| Two Sigma Investments, LP | 29,324 | $3.83M | 0.01% | +45+0.2% | Added |
| Tower Research Capital LLC (TRC) | 29,577 | $3.86M | 0.10% | −53,827−64.5% | Reduced |
| AXA S.A. | 29,999 | $3.92M | 0.01% | +14,756+96.8% | Added |
| Sit Investment Associates Inc | 30,865 | $4.03M | 0.09% | −7,410−19.4% | Reduced |
| Proficio Capital Partners LLC | 30,954 | $4.04M | 0.40% | −168−0.5% | Reduced |
| PEAK6 Investments LLC | 31,405 | $4.10M | 0.21% | +31,405 | New |
| Edmond de Rothschild Holding S.A. | 31,547 | $4.12M | 0.07% | +1,603+5.4% | Added |
| Richard Bernstein Advisors LLC | 31,626 | $4.13M | 0.09% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 32,500 | $4.24M | 0.14% | −1,100−3.3% | Reduced |
| Guardian Wealth Management, Inc. | 32,681 | $4.27M | 3.01% | −68−0.2% | Reduced |
| Ingalls & Snyder LLC | 32,805 | $4.28M | 0.17% | 00.0% | Unchanged |