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 |
|---|---|---|---|---|---|
| Kingswood Wealth Advisors, LLC | 32,866 | $4.29M | 0.31% | +1,808+5.8% | Added |
| Capital Analysts, LLC | 32,933 | $4.30M | 0.18% | +44+0.1% | Added |
| Larson Financial Group LLC | 33,272 | $4.34M | 0.25% | +920+2.8% | Added |
| PenderFund Capital Management Ltd. | 24,720 | $4.37M | 1.01% | −6,700−21.3% | Reduced |
| Concentric Capital Strategies, LP | 33,516 | $4.38M | 0.28% | −20,201−37.6% | Reduced |
| Maltese Capital Management LLC | 34,000 | $4.44M | 0.72% | +16,400+93.2% | Added |
| Avitas Wealth Management LLC | 34,128 | $4.46M | 0.63% | −342−1.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 33,046 | $4.51M | 0.04% | +8,422+34.2% | Added |
| Jamison Private Wealth Management, Inc. | 34,556 | $4.51M | 0.69% | −40−0.1% | Reduced |
| Sabal Trust CO | 34,684 | $4.53M | 0.25% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 34,874 | $4.55M | 0.01% | −77,531−69.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 35,071 | $4.58M | 0.04% | +4,808+15.9% | Added |
| Advisors Asset Management, Inc. | 35,455 | $4.63M | 0.09% | +3,072+9.5% | Added |
| Natixis | 35,828 | $4.68M | 0.03% | −74,211−67.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 35,918 | $4.69M | 0.09% | −761−2.1% | Reduced |
| Cinctive Capital Management LP | 36,186 | $4.73M | 0.27% | +36,186 | New |
| SG Americas Securities, LLC | 36,295 | $4.74M | 0.02% | −61,185−62.8% | Reduced |
| Curbstone Financial Management Corp | 36,358 | $4.75M | 1.02% | −540−1.5% | Reduced |
| Close Asset Management Ltd | 36,615 | $4.78M | 0.15% | −25−0.1% | Reduced |
| Securian Asset Management, Inc | 37,240 | $4.86M | 0.14% | −1,029−2.7% | Reduced |
| Rakuten Investment Management, Inc. | 37,241 | $4.92M | 0.03% | +9,536+34.4% | Added |
| Rothschild Investment LLC | 37,768 | $4.93M | 0.32% | −49−0.1% | Reduced |
| Louisiana State Employees Retirement System | 38,000 | $4.96M | 0.09% | +300+0.8% | Added |
| Fifth Third Bancorp | 38,181 | $4.99M | 0.02% | +5,856+18.1% | Added |
| TD Private Client Wealth LLC | 38,287 | $5.00M | 0.14% | +1,978+5.4% | Added |
| Omers Administration Corp | 38,711 | $5.05M | 0.05% | −1,100−2.8% | Reduced |
| Maryland State Retirement & Pension System | 38,838 | $5.07M | 0.11% | −13,653−26.0% | Reduced |
| Bleakley Financial Group, LLC | 39,724 | $5.19M | 0.16% | +11,913+42.8% | Added |
| Walleye Capital LLC | 39,939 | $5.22M | 0.06% | −17,745−30.8% | Reduced |
| Metavasi Capital LP | 40,000 | $5.22M | 2.74% | −17,053−29.9% | Reduced |
| First Trust Investment Solutions L.P. | 40,267 | $5.26M | 0.59% | +40,267 | New |
| Northwestern Mutual Wealth Management Co | 40,294 | $5.26M | 0.00% | −4,528−10.1% | Reduced |
| IFP Advisors, Inc | 40,867 | $5.34M | 0.19% | +3,692+9.9% | Added |
| Alps Advisors Inc | 41,400 | $5.41M | 0.04% | −5,373−11.5% | Reduced |
| Jackson Square Partners, LLC | 41,575 | $5.43M | 0.47% | −15,328−26.9% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 41,863 | $5.47M | 1.37% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 41,630 | $5.51M | 0.42% | 00.0% | Unchanged |
| Hartford Investment Management Co | 42,530 | $5.55M | 0.18% | −185−0.4% | Reduced |
| Sierra Capital LLC | 43,158 | $5.64M | 0.67% | +21,138+96.0% | Added |
| Mizuho Securities USA LLC | 43,733 | $5.71M | 0.12% | −7,586−14.8% | Reduced |
| Gotham Asset Management, LLC | 44,219 | $5.77M | 0.06% | +2,272+5.4% | Added |
| Jessup Wealth Management, Inc | 44,848 | $5.86M | 2.69% | +65+0.1% | Added |
| Staley Capital Advisers Inc | 45,000 | $5.88M | 0.26% | 00.0% | Unchanged |
| Atria Investments LLC | 45,329 | $5.92M | 0.07% | +4,235+10.3% | Added |
| Samjo Management, LLC | 45,335 | $5.92M | 2.04% | −390−0.9% | Reduced |
| Pinnacle Financial Partners Inc | 45,580 | $5.95M | 0.12% | +222+0.5% | Added |
| O'Rourke & Company, Inc | 45,813 | $5.98M | 2.99% | +683+1.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 46,850 | $6.12M | 0.11% | +10,163+27.7% | Added |
| Kentucky Retirement Systems | 46,984 | $6.14M | 0.18% | −3,170−6.3% | Reduced |
| Guggenheim Capital LLC | 47,379 | $6.19M | 0.04% | +19,812+71.9% | Added |
| WMS Partners, LLC | 47,468 | $6.20M | 0.35% | +47,468 | New |
| GWM Advisors LLC | 48,027 | $6.27M | 0.04% | +40,706+556.0% | Added |
| Patton Fund Management, Inc. | 48,229 | $6.30M | 1.30% | +48,229 | New |
| AE Wealth Management LLC | 48,519 | $6.34M | 0.06% | +48,519 | New |
| Gulf International Bank (UK) Ltd | 48,765 | $6.37M | 0.16% | −1,463−2.9% | Reduced |
| AQR Capital Management LLC | 49,214 | $6.43M | 0.01% | +17,267+54.0% | Added |
| Strategic Blueprint, LLC | 49,415 | $6.45M | 0.40% | +85+0.2% | Added |
| Cresset Asset Management, LLC | 49,506 | $6.46M | 0.03% | +6,434+14.9% | Added |
| Castleark Management LLC | 49,570 | $6.47M | 0.26% | +49,570 | New |
| Gateway Investment Advisers LLC | 49,619 | $6.48M | 0.07% | −50,159−50.3% | Reduced |
| Pinnbrook Capital Management LP | 49,821 | $6.51M | 1.97% | +4,643+10.3% | Added |
| Whittier Trust Co of Nevada Inc | 49,830 | $6.51M | 0.17% | +47,975+2,586.3% | Added |
| TRB Advisors LP | 50,000 | $6.53M | 1.20% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 50,023 | $6.53M | 0.01% | +2,668+5.6% | Added |
| Waterfront Wealth Inc. | 47,045 | $6.55M | 1.61% | −145−0.3% | Reduced |
| US Bancorp | 50,816 | $6.64M | 0.01% | +4,388+9.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 50,999 | $6.74M | 0.03% | −2,168−4.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 52,923 | $6.91M | 0.07% | +18,398+53.3% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 52,923 | $6.91M | 0.07% | +52,923 | New |
| Umb Bank N A | 53,194 | $6.95M | 0.11% | +50,757+2,082.8% | Added |
| Coastal Bridge Advisors, LLC | 53,240 | $6.95M | 1.72% | −4,064−7.1% | Reduced |
| Optimas Capital Ltd | 53,645 | $7.00M | 6.64% | +53,645 | New |
| Credit Agricole S A | 53,657 | $7.01M | 0.04% | +35,939+202.8% | Added |
| Nordea Investment Management AB | 53,841 | $7.04M | 0.01% | +6,539+13.8% | Added |
| Old Well Partners, LLC | 54,123 | $7.07M | 15.26% | −5,500−9.2% | Reduced |
| ArrowMark Colorado Holdings LLC | 54,400 | $7.10M | 0.09% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 54,834 | $7.16M | 0.15% | +498+0.9% | Added |
| Heron Bay Capital Management | 55,049 | $7.19M | 1.51% | −2,076−3.6% | Reduced |
| Toroso Investments, LLC | 55,102 | $7.20M | 0.08% | +5,935+12.1% | Added |
| Grand Jean Capital Management Inc | 56,832 | $7.42M | 1.66% | +861+1.5% | Added |
| Equitable Trust Co | 57,497 | $7.51M | 0.48% | −44,155−43.4% | Reduced |
| Oregon Public Employees Retirement Fund | 57,690 | $7.53M | 0.14% | +580+1.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 57,886 | $7.56M | 0.02% | +4,719+8.9% | Added |
| Atria Wealth Solutions, Inc. | 59,562 | $7.78M | 0.08% | −45,705−43.4% | Reduced |
| Marvin & Palmer Associates Inc | 59,925 | $7.83M | 6.56% | +17,986+42.9% | Added |
| CI Private Wealth, LLC | 59,925 | $7.83M | 0.01% | −84,031−58.4% | Reduced |
| Menlo Advisors LLC | 60,570 | $7.91M | 4.07% | −14,385−19.2% | Reduced |
| Empowered Funds, LLC | 60,730 | $7.93M | 0.12% | −1,156−1.9% | Reduced |
| Beck Mack & Oliver LLC | 61,566 | $8.04M | 0.16% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 62,125 | $8.11M | 0.04% | +6,873+12.4% | Added |
| Mackenzie Financial Corp | 62,845 | $8.21M | 0.01% | +501+0.8% | Added |
| Sterling Investment Advisors, Ltd. | 63,263 | $8.26M | 2.09% | −4,023−6.0% | Reduced |
| Brinker Capital Investments, LLC | 63,379 | $8.28M | 0.08% | +7,425+13.3% | Added |
| Orion Portfolio Solutions, LLC | 63,379 | $8.28M | 0.08% | +7,425+13.3% | Added |
| Beach Investment Counsel Inc | 63,400 | $8.28M | 1.02% | 00.0% | Unchanged |
| Waratah Capital Advisors Ltd. | 64,063 | $8.37M | 0.50% | −87,990−57.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 64,977 | $8.48M | 0.02% | +13,301+25.7% | Added |
| Triangle Securities Wealth Management | 65,939 | $8.61M | 2.23% | −3,804−5.5% | Reduced |
| Kestra Advisory Services, LLC | 66,326 | $8.66M | 0.05% | −4,199−6.0% | Reduced |
| Osborne Partners Capital Management, LLC | 66,822 | $8.73M | 0.49% | −4,796−6.7% | Reduced |