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 |
|---|---|---|---|---|---|
| Moody Lynn & Lieberson, LLC | 1,571 | $205.1K | 0.01% | +1,571 | New |
| Savant Capital, LLC | 1,570 | $205.0K | 0.00% | +1,570 | New |
| BLB&B Advisors, LLC | 1,560 | $203.7K | 0.01% | +1,560 | New |
| Csenge Advisory Group | 1,502 | $203.7K | 0.01% | +1,502 | New |
| Lodestone Wealth Management LLC | 1,554 | $202.9K | 0.10% | +1,554 | New |
| American Trust | 1,549 | $202.3K | 0.02% | +1,549 | New |
| Oxbow Advisors, LLC | 1,540 | $201.1K | 0.02% | +1,540 | New |
| Rosenberg Matthew Hamilton | 1,485 | $193.9K | 0.05% | +182+14.0% | Added |
| Quadrant Capital Group LLC | 1,456 | $190.1K | 0.01% | +449+44.6% | Added |
| Emerald Mutual Fund Advisers Trust | 1,444 | $188.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,367 | $179.0K | 0.11% | −103−7.0% | Reduced |
| Smartleaf Asset Management LLC | 1,338 | $176.8K | 0.02% | +874+188.4% | Added |
| Brown Brothers Harriman & Co | 1,312 | $171.3K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,283 | $167.5K | 0.11% | +580+82.5% | Added |
| Hoey Investments, Inc | 1,569 | $165.1K | 0.03% | 00.0% | Unchanged |
| Icon Wealth Advisors, LLC | 1,240 | $161.9K | 0.01% | +306+32.8% | Added |
| Parkside Financial Bank & Trust | 1,219 | $159.2K | 0.02% | +41+3.5% | Added |
| Trust Co of Vermont | 1,200 | $156.7K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1,164 | $152.0K | 0.05% | +1,164 | New |
| LRI Investments, LLC | 1,010 | $152.0K | 0.01% | +91+9.9% | Added |
| Stephenson National Bank & Trust | 1,161 | $151.6K | 0.05% | −43−3.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,107 | $144.6K | 0.01% | +1,107 | New |
| Harbour Investments, Inc. | 1,063 | $138.8K | 0.00% | +854+408.6% | Added |
| ZRC Wealth Management, LLC | 1,025 | $133.8K | 0.06% | 00.0% | Unchanged |
| Motco | 1,000 | $130.6K | 0.01% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 1,000 | $130.6K | 0.10% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,000 | $130.6K | 0.03% | 00.0% | Unchanged |
| Delta Asset Management LLC | 991 | $129.4K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 986 | $128.8K | 0.00% | +722+273.5% | Added |
| Perkins Coie Trust Co | 984 | $128.5K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 980 | $127.9K | 0.01% | +2+0.2% | Added |
| Cornerstone Planning Group LLC | 855 | $119.1K | 0.03% | +8+0.9% | Added |
| Massmutual Trust Co FSB | 911 | $119.0K | 0.00% | +459+101.5% | Added |
| Darwin Advisors, LLC | 872 | $113.9K | 0.03% | +872 | New |
| NBT Bank N A | 860 | $112.3K | 0.01% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 831 | $108.5K | 0.01% | +831 | New |
| WR Wealth Planners, LLC | 805 | $105.1K | 0.03% | +40+5.2% | Added |
| Stelac Advisory Services LLC | 801 | $104.6K | 0.04% | −575−41.8% | Reduced |
| Canton Hathaway, LLC | 800 | $104.0K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 768 | $100.3K | 0.01% | +91+13.4% | Added |
| Banque Cantonale Vaudoise | 767 | $100.0K | 0.00% | +767 | New |
| Compagnie Lombard Odier SCmA | 765 | $99.9K | 0.00% | +265+53.0% | Added |
| Gen-Wealth Partners Inc | 710 | $99.5K | 0.04% | 00.0% | Unchanged |
| Smithfield Trust Co | 750 | $98.0K | 0.00% | −3−0.4% | Reduced |
| Plato Investment Management Ltd | 743 | $96.9K | 0.01% | +743 | New |
| TSFG, LLC | 726 | $95.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 726 | $94.8K | 0.00% | +504+227.0% | Added |
| AlphaCentric Advisors LLC | 688 | $89.8K | 0.07% | −18−2.5% | Reduced |
| Hemington Wealth Management | 594 | $82.0K | 0.02% | +594 | New |
| West Oak Capital, LLC | 625 | $81.6K | 0.02% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 607 | $79.0K | 0.00% | −4,880−88.9% | Reduced |
| Ashton Thomas Securities, LLC | 592 | $77.3K | 0.02% | +592 | New |
| Princeton Global Asset Management LLC | 592 | $77.3K | 0.02% | +592 | New |
| CVA Family Office, LLC | 575 | $75.1K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 568 | $74.2K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 557 | $72.7K | 0.03% | +471+547.7% | Added |
| Kings Path Partners LLC | 556 | $72.6K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 550 | $71.8K | 0.03% | +190+52.8% | Added |
| Bruce G. Allen Investments, LLC | 545 | $71.2K | 0.06% | −93−14.6% | Reduced |
| SJS Investment Consulting Inc. | 520 | $67.9K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 508 | $66.3K | 0.01% | +1+0.2% | Added |
| Oarsman Capital, Inc. | 502 | $65.6K | 0.01% | +502 | New |
| First United Bank Trust | 500 | $65.3K | 0.02% | 00.0% | Unchanged |
| Planning Capital Management Corp | 500 | $65.3K | 0.04% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $65.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 463 | $60.0K | 0.01% | −1,062−69.6% | Reduced |
| SOA Wealth Advisors, LLC. | 453 | $59.1K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 450 | $59.0K | 0.03% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 445 | $58.1K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 427 | $55.8K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 421 | $55.0K | 0.00% | +54+14.7% | Added |
| Deseret Mutual Benefit Administrators | 398 | $52.0K | 0.03% | −50−11.2% | Reduced |
| Western Pacific Wealth Management, LP | 382 | $49.9K | 0.03% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 365 | $47.7K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 357 | $46.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 353 | $46.1K | 0.01% | +100+39.5% | Added |
| NBC Securities, Inc. | 355 | $46.0K | 0.00% | +5+1.4% | Added |
| Missouri Trust & Investment Co | 343 | $44.8K | 0.02% | −25−6.8% | Reduced |
| Beacon Capital Management, LLC | 326 | $42.6K | 0.01% | +240+279.1% | Added |
| CGC Financial Services, LLC | 325 | $42.4K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 310 | $40.5K | 0.01% | +310 | New |
| Riverview Trust Co | 285 | $37.2K | 0.03% | +12+4.4% | Added |
| Coppell Advisory Solutions LLC | 276 | $36.5K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 273 | $35.6K | 0.00% | +41+17.7% | Added |
| Pinnacle Bancorp, Inc. | 267 | $34.9K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 263 | $34.3K | 0.00% | +263 | New |
| Resources Management Corp | 250 | $33.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 243 | $32.0K | 0.00% | +116+91.3% | Added |
| Naples Money Management LLC | 245 | $32.0K | 0.03% | −55−18.3% | Reduced |
| Quarry LP | 239 | $31.2K | 0.01% | −1,152−82.8% | Reduced |
| ORG Wealth Partners, LLC | 236 | $30.8K | 0.01% | +236 | New |
| Raleigh Capital Management Inc. | 235 | $30.7K | 0.01% | +85+56.7% | Added |
| Talon Private Wealth, LLC | 231 | $30.2K | 0.01% | +231 | New |
| Clear Point Advisors Inc. | 230 | $30.1K | 0.02% | +125+119.0% | Added |
| Compass Wealth Management LLC | 228 | $29.8K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 215 | $28.1K | 0.00% | +151+235.9% | Added |
| Quent Capital, LLC | 214 | $28.0K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 200 | $26.1K | 0.00% | +200 | New |
| Meeder Asset Management Inc | 192 | $25.1K | 0.00% | −7−3.5% | Reduced |
| CoreCap Advisors, LLC | 188 | $24.5K | 0.00% | +116+161.1% | Added |