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 |
|---|---|---|---|---|---|
| Pathway Financial Advisers, LLC | 186 | $24.3K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 185 | $24.0K | 0.01% | +25+15.6% | Added |
| Geneos Wealth Management Inc. | 181 | $23.6K | 0.00% | +162+852.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 178 | $23.2K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 167 | $21.8K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 164 | $21.4K | 0.01% | +164 | New |
| Crewe Advisors LLC | 153 | $20.0K | 0.00% | +28+22.4% | Added |
| Capital Advisors, Ltd. LLC | 156 | $20.0K | 0.00% | +81+108.0% | Added |
| Elequin Capital LP | 152 | $19.8K | 0.00% | +152 | New |
| Carolina Wealth Advisors, LLC | 134 | $17.5K | 0.01% | +134 | New |
| Atticus Wealth Management, LLC | 133 | $17.4K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 119 | $15.5K | 0.00% | +35+41.7% | Added |
| Capital Performance Advisors LLP | 116 | $15.2K | 0.00% | +116 | New |
| BOK Financial Private Wealth, Inc. | 116 | $15.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 114 | $14.9K | 0.00% | +4+3.6% | Added |
| Cedar Wealth Management, LLC | 109 | $14.2K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 108 | $14.2K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 100 | $13.1K | 0.00% | +100 | New |
| Venturi Wealth Management, LLC | 94 | $12.3K | 0.00% | +94 | New |
| Christopher J. Hasenberg, Inc | 93 | $12.2K | 0.01% | +93 | New |
| Colonial Trust Co | 80 | $10.6K | 0.00% | +9+12.7% | Added |
| Empirical Asset Management, LLC | 10,331 | $10.3K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 77 | $10.1K | 0.01% | +26+51.0% | Added |
| Penserra Capital Management LLC | 75 | $9.00K | 0.00% | −8,352−99.1% | Reduced |
| Financial Management Professionals, Inc. | 69 | $9.00K | 0.00% | +12+21.1% | Added |
| Valued Wealth Advisors LLC | 66 | $8.62K | 0.01% | +22+50.0% | Added |
| Fairman Group, LLC | 66 | $8.62K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 65 | $8.49K | 0.01% | +40+160.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 64 | $8.36K | 0.00% | +23+56.1% | Added |
| Highline Wealth Partners LLC | 63 | $8.23K | 0.00% | +37+142.3% | Added |
| Salem Investment Counselors Inc | 61 | $7.97K | 0.00% | +10+19.6% | Added |
| Baldwin Brothers Inc | 61 | $7.96K | 0.00% | +51+510.0% | Added |
| Bellevue Asset Management, LLC | 53 | $6.92K | 0.00% | −7−11.7% | Reduced |
| Private Wealth Management Group, LLC | 51 | $6.66K | 0.00% | −2−3.8% | Reduced |
| Continuum Advisory, LLC | 42 | $6.32K | 0.00% | +37+740.0% | Added |
| Pacific Center for Financial Services | 47 | $6.14K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 47 | $6.14K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 46 | $6.01K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 44 | $5.75K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 42 | $5.50K | 0.00% | +42 | New |
| Stephens Consulting, LLC | 40 | $5.22K | 0.00% | −19−32.2% | Reduced |
| Creekmur Asset Management LLC | 36 | $4.70K | 0.00% | +36 | New |
| PFS Partners, LLC | 35 | $4.57K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 34 | $4.44K | 0.00% | +34 | New |
| DiNuzzo Private Wealth, Inc. | 30 | $3.92K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 29 | $3.79K | 0.00% | +29 | New |
| Tucker Asset Management LLC | 26 | $3.40K | 0.00% | −4−13.3% | Reduced |
| VitalStone Financial, LLC | 26 | $3.40K | 0.00% | +26 | New |
| Global Wealth Strategies & Associates | 25 | $3.27K | 0.00% | +25 | New |
| Proequities, Inc. | 25 | $3.26K | 0.00% | −71−74.0% | Reduced |
| Raffa Wealth Management, LLC | 17 | $2.22K | 0.00% | −844−98.0% | Reduced |
| Westside Investment Management, Inc. | 18 | $2.15K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 15 | $1.96K | 0.00% | +15 | New |
| Aspect Partners, LLC | 13 | $1.70K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 13 | $1.70K | 0.00% | +1+8.3% | Added |
| JDM Financial Group LLC | 13 | $1.70K | 0.00% | +13 | New |
| Core Alternative Capital | 12 | $1.57K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 10 | $1.31K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 5 | $653 | 0.00% | +5 | New |
| Chesapeake Asset Management LLC | 5 | $652 | 0.00% | +5 | New |
| HM Payson & Co | 4 | $523 | 0.00% | +4 | New |
| Annapolis Financial Services, LLC | 4 | $458 | 0.00% | +4 | New |
| West Branch Capital LLC | 3 | $392 | 0.00% | +3 | New |
| Reston Wealth Management LLC | 3 | $392 | 0.00% | +3 | New |
| Planned Solutions, Inc. | 3 | $392 | 0.00% | +3 | New |
| Ancora Advisors, LLC | 2 | $261 | 0.00% | +2 | New |
| Y.D. More Investments Ltd | 378 | $133 | 0.00% | +18+5.0% | Added |
| First Personal Financial Services | 1 | $131 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 1 | $131 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $10 | 0.00% | 0 | Unchanged |
| FinTrust Capital Advisors, LLC | 178 | $0 | 0.00% | 00.0% | Unchanged |
| ValueAct Holdings, L.P.SuperinvestorValueAct Capital | 0 | $0 | 0.00% | −1,207,208−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −170,473−100.0% | Sold out |
| Lakewood Capital Management, LP | 0 | $0 | 0.00% | −127,700−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −105,429−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −66,578−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −61,000−100.0% | Sold out |
| Absolute Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −55,877−100.0% | Sold out |
| Callodine Capital Management, LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Gabelli & Co Investment Advisers, Inc. | 0 | $0 | 0.00% | −39,740−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −37,264−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −36,076−100.0% | Sold out |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −33,239−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −29,219−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −27,807−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −26,198−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −22,903−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −22,512−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −21,975−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −20,824−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −19,600−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −18,300−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −15,100−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −10,961−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −10,179−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −10,027−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −9,546−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −8,568−100.0% | Sold out |