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 |
|---|---|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | 2,218 | $289.7K | 0.06% | +2,218 | New |
| West Wealth Group, LLC | 2,191 | $286.1K | 0.09% | +2,191 | New |
| First Horizon Advisors, Inc. | 2,173 | $283.8K | 0.01% | −951−30.4% | Reduced |
| Oak Thistle LLC | 2,166 | $282.8K | 0.09% | −2,372−52.3% | Reduced |
| MBM Wealth Consultants, LLC | 2,165 | $282.7K | 0.09% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 2,157 | $281.7K | 0.23% | +2,157 | New |
| Aviance Capital Partners, LLC | 2,137 | $279.0K | 0.04% | 00.0% | Unchanged |
| Avestar Capital, LLC | 2,136 | $278.9K | 0.03% | +2,136 | New |
| Landscape Capital Management, L.L.C. | 2,132 | $278.4K | 0.03% | −14,943−87.5% | Reduced |
| Lantz Financial LLC | 2,122 | $277.1K | 0.08% | +46+2.2% | Added |
| ORG Partners LLC | 2,121 | $277.1K | 0.04% | −300−12.4% | Reduced |
| Foundations Investment Advisors, LLC | 2,113 | $275.9K | 0.01% | −48−2.2% | Reduced |
| Quotient Wealth Partners, LLC | 2,110 | $275.5K | 0.01% | +2,110 | New |
| Ocean Capital Management, LLC | 2,103 | $274.6K | 0.06% | +2,103 | New |
| Beaton Management Co. Inc. | 2,100 | $274.0K | 0.14% | 00.0% | Unchanged |
| Everpar Advisors LLC | 2,083 | $272.0K | 0.14% | +2,083 | New |
| AMG National Trust Bank | 2,079 | $271.5K | 0.01% | +2,079 | New |
| Better Money Decisions, LLC | 2,064 | $269.5K | 0.19% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 2,062 | $269.3K | 0.00% | −126−5.8% | Reduced |
| GeoWealth Management, LLC | 2,050 | $267.7K | 0.01% | +342+20.0% | Added |
| Vertex Planning Partners, LLC | 2,028 | $264.8K | 0.06% | +2,028 | New |
| Fairview Capital Investment Management, LLC | 2,026 | $264.6K | 0.01% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 2,025 | $264.4K | 0.01% | −193−8.7% | Reduced |
| Scotia Capital Inc. | 2,023 | $264.2K | 0.00% | −393−16.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,018 | $263.6K | 0.05% | −11,518−85.1% | Reduced |
| VELA Investment Management, LLC | 2,009 | $262.3K | 0.09% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 2,002 | $261.4K | 0.15% | −132−6.2% | Reduced |
| Stock Yards Bank & Trust Co | 2,000 | $261.2K | 0.01% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 2,000 | $261.2K | 0.00% | 00.0% | Unchanged |
| Benin Management CORP | 2,000 | $261.2K | 0.07% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 2,000 | $261.2K | 0.02% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,000 | $261.2K | 0.05% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $261.2K | 0.04% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 2,000 | $261.2K | 0.17% | 00.0% | Unchanged |
| Granite FO LLC | 2,000 | $261.2K | 0.15% | 00.0% | Unchanged |
| Windsor Advisory Group, LLC | 2,000 | $261.2K | 0.29% | +2,000 | New |
| Modera Wealth Management, LLC | 1,983 | $259.0K | 0.00% | 00.0% | Unchanged |
| Yeomans Consulting Group, Inc. | 1,983 | $258.9K | 0.10% | +1,983 | New |
| Edge Capital Group, LLC | 1,980 | $258.5K | 0.01% | 00.0% | Unchanged |
| PFG Advisors | 1,975 | $257.9K | 0.02% | +1,975 | New |
| Main Street Financial Solutions, LLC | 1,961 | $256.1K | 0.02% | +1,961 | New |
| Kingsview Wealth Management, LLC | 1,951 | $254.8K | 0.01% | +1,951 | New |
| Wealth Management Associates, Inc. | 1,913 | $249.8K | 0.11% | +1,913 | New |
| Navis Wealth Advisors, LLC | 1,912 | $249.7K | 0.27% | +1,912 | New |
| St Germain D J Co Inc | 1,910 | $249.4K | 0.01% | −63−3.2% | Reduced |
| Alta Advisers Ltd | 1,900 | $248.1K | 0.11% | 00.0% | Unchanged |
| Laurion Capital Management LP | 1,900 | $248.1K | 0.02% | +1,900 | New |
| MidAtlantic Capital Management, Inc. | 1,897 | $247.7K | 0.18% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 1,892 | $247.0K | 0.01% | −2,049−52.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,891 | $246.9K | 0.03% | 00.0% | Unchanged |
| Lynx Investment Advisory | 1,883 | $245.9K | 0.18% | +38+2.1% | Added |
| Mullaney, Keating & Wright, Inc. | 1,881 | $245.7K | 0.17% | +1,881 | New |
| Great Lakes Advisors, LLC | 1,880 | $245.5K | 0.00% | +1,880 | New |
| Catalyst Capital Advisors LLC | 1,855 | $242.2K | 0.01% | −525−22.1% | Reduced |
| AA Financial Advisors, LLC | 1,853 | $242.0K | 0.07% | −200−9.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,845 | $240.9K | 0.01% | −100−5.1% | Reduced |
| Integris Wealth Management, LLC | 1,845 | $240.9K | 0.07% | +1,845 | New |
| Canvas Wealth Advisors, LLC | 1,844 | $240.8K | 0.07% | +1,844 | New |
| Hollencrest Capital Management | 1,830 | $239.0K | 0.01% | +640+53.8% | Added |
| Pettinga Financial Advisors, LLC | 1,821 | $237.8K | 0.06% | +1,821 | New |
| Carmel Capital Partners, LLC | 1,819 | $237.5K | 0.09% | +1,819 | New |
| Knollwood Investment Advisory, LLC | 1,800 | $235.0K | 0.03% | +1,800 | New |
| Bogart Wealth, LLC | 1,791 | $233.9K | 0.01% | +2+0.1% | Added |
| Boothbay Fund Management, LLC | 1,788 | $233.5K | 0.01% | −3,508−66.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 1,786 | $233.2K | 0.02% | +1,786 | New |
| Schechter Investment Advisors, LLC | 1,782 | $232.7K | 0.02% | +1,782 | New |
| Platform Technology Partners | 1,778 | $232.2K | 0.07% | +1,778 | New |
| Montecito Bank & Trust | 1,773 | $231.5K | 0.04% | +1,773 | New |
| Peak Planning Group, LLC | 1,773 | $231.5K | 0.10% | +1,773 | New |
| NorthCrest Asset Manangement, LLC | 1,748 | $228.2K | 0.01% | +1,748 | New |
| Onefund, LLC | 1,744 | $227.7K | 0.23% | +1,744 | New |
| Sandy Cove Advisors, LLC | 1,722 | $224.9K | 0.09% | +1,722 | New |
| Capital Investment Advisory Services, LLC | 1,720 | $224.6K | 0.02% | +1,720 | New |
| Cassaday & Co Wealth Management LLC | 1,715 | $224.0K | 0.01% | +1,715 | New |
| Cidel Asset Management Inc | 1,698 | $221.7K | 0.02% | −254−13.0% | Reduced |
| Conservest Capital Advisors, Inc. | 2,204 | $221.7K | 0.02% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 1,695 | $221.3K | 0.02% | +1,695 | New |
| Sivia Capital Partners, LLC | 1,694 | $221.2K | 0.13% | +1,694 | New |
| Ariadne Wealth Management, LP | 1,457 | $219.8K | 0.12% | +1,457 | New |
| Unison Asset Management LLC | 1,668 | $217.8K | 0.10% | +1,668 | New |
| Garrison Bradford & Associates Inc | 1,661 | $217.0K | 0.22% | −590−26.2% | Reduced |
| PFG Investments, LLC | 1,661 | $216.9K | 0.01% | +1,661 | New |
| Sutton Place Investors LLC | 1,658 | $216.5K | 0.13% | +1,658 | New |
| Pitcairn Co | 1,655 | $216.1K | 0.01% | +1,655 | New |
| Alpha Omega Wealth Management LLC | 1,651 | $215.6K | 0.04% | +1,651 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,639 | $214.0K | 0.03% | +1,639 | New |
| Chicago Trust Co NA | 1,637 | $213.8K | 0.04% | +1,637 | New |
| Tower View Investment Management & Research LLC | 1,634 | $213.4K | 0.12% | +2+0.1% | Added |
| Stonekeep Investments, LLC | 1,629 | $212.8K | 0.16% | +1,629 | New |
| KLCM Advisors, Inc. | 1,629 | $212.7K | 0.03% | +1,629 | New |
| Willner & Heller, LLC | 1,624 | $212.1K | 0.19% | +1,624 | New |
| ICONIQ Capital, LLC | 1,624 | $212.1K | 0.00% | +1,624 | New |
| WealthPLAN Partners, LLC | 1,615 | $210.9K | 0.03% | +1,615 | New |
| Soltis Investment Advisors LLC | 1,613 | $210.6K | 0.02% | −57,316−97.3% | Reduced |
| Berkeley Capital Partners, LLC | 1,605 | $209.5K | 0.06% | +1,605 | New |
| Camden Capital, LLC | 1,579 | $209.1K | 0.02% | −1,297−45.1% | Reduced |
| Garden State Investment Advisory Services LLC | 1,600 | $208.9K | 0.07% | +1,600 | New |
| Webster Bank, N. A. | 1,591 | $207.8K | 0.02% | −148−8.5% | Reduced |
| Dynasty Wealth Management, LLC | 1,589 | $207.5K | 0.01% | +1,589 | New |
| Redwood Financial Network Corp | 1,573 | $205.4K | 0.16% | +1,573 | New |