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 |
|---|---|---|---|---|---|
| Lord, Abbett & Co. LLC | 387,971 | $50.7M | 0.16% | −484,859−55.6% | Reduced |
| Colony Group, LLC | 379,888 | $49.6M | 0.17% | +14,851+4.1% | Added |
| Gamco Investors, Inc. Et Al | 374,939 | $49.0M | 0.50% | −20,337−5.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 374,822 | $48.9M | 0.05% | +326,629+677.8% | Added |
| Chevy Chase Trust Holdings, Inc. | 364,107 | $47.5M | 0.15% | −1,728−0.5% | Reduced |
| Meitav Dash Investments Ltd | 360,276 | $47.0M | 0.79% | −120,000−25.0% | Reduced |
| TD Asset Management Inc | 353,972 | $46.8M | 0.04% | −139,991−28.3% | Reduced |
| Sapient Capital LLC | 358,132 | $46.8M | 0.94% | +2,550+0.7% | Added |
| River Road Asset Management, LLC | 341,556 | $44.6M | 0.58% | +180,676+112.3% | Added |
| Private Capital Management, LLC | 338,847 | $44.2M | 4.84% | −75,750−18.3% | Reduced |
| Stifel Financial Corp | 337,657 | $44.1M | 0.05% | +37,889+12.6% | Added |
| Samlyn Capital, LLC | 319,629 | $41.7M | 0.67% | −9,904−3.0% | Reduced |
| Federated Hermes, Inc. | 316,400 | $41.3M | 0.09% | +38,091+13.7% | Added |
| Capital International Inc | 314,473 | $41.1M | 0.52% | −2,997−0.9% | Reduced |
| Bahl & Gaynor Inc | 309,075 | $40.4M | 0.21% | +60,921+24.5% | Added |
| Governors Lane LP | 308,400 | $40.3M | 6.31% | −45,300−12.8% | Reduced |
| Neuberger Berman Group LLC | 307,444 | $40.1M | 0.03% | −16,788−5.2% | Reduced |
| De Burlo Group Inc | 301,500 | $39.4M | 4.85% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 300,368 | $39.2M | 0.17% | −2,441−0.8% | Reduced |
| Bollard Group LLC | 300,074 | $39.2M | 1.04% | −2,999−1.0% | Reduced |
| First Trust Advisors LP | 296,761 | $38.8M | 0.04% | −23,588−7.4% | Reduced |
| Susquehanna International Group, LLP | 295,904 | $38.6M | 0.07% | −24,296−7.6% | Reduced |
| Junto Capital Management LP | 295,074 | $38.5M | 0.87% | −381,382−56.4% | Reduced |
| Treasurer of the State of North Carolina | 294,411 | $38.4M | 0.15% | +1,200+0.4% | Added |
| Rockefeller Capital Management L.P. | 294,010 | $38.4M | 0.10% | −7,039−2.3% | Reduced |
| Pictet Asset Management Holding SA | 283,561 | $37.0M | 0.04% | +12,817+4.7% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 282,328 | $36.9M | 0.08% | −8,718−3.0% | Reduced |
| Greenhaven Road Investment Management, L.P. | 278,700 | $36.4M | 15.48% | −42,000−13.1% | Reduced |
| Ariel Investments, LLC | 277,788 | $36.3M | 0.37% | −43,560−13.6% | Reduced |
| Royal London Asset Management Ltd | 270,540 | $35.3M | 0.09% | +9,833+3.8% | Added |
| Renaissance Group LLC | 268,040 | $35.0M | 1.44% | +268,040 | New |
| United Capital Financial Advisers, LLC | 264,772 | $34.6M | 0.28% | −7,995−2.9% | Reduced |
| Adell Harriman & Carpenter Inc | 262,235 | $34.2M | 2.49% | +2,743+1.1% | Added |
| State of Tennessee, Treasury Department | 259,798 | $33.9M | 0.12% | +259,698+259,698.0% | Added |
| XN LP | 258,936 | $33.8M | 1.44% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 258,077 | $33.7M | 0.06% | +28,799+12.6% | Added |
| TCW Group Inc | 251,928 | $32.9M | 0.29% | +138,474+122.1% | Added |
| Asset Management One Co.,Ltd. | 246,238 | $32.2M | 0.11% | +6,816+2.8% | Added |
| Handelsbanken Fonder AB | 242,490 | $31.7M | 0.13% | −4,868−2.0% | Reduced |
| Victory Capital Management Inc | 234,181 | $30.6M | 0.03% | +2,835+1.2% | Added |
| Perfromance Wealth Partners, LLC | 233,182 | $30.4M | 1.05% | +11,524+5.2% | Added |
| Rafferty Asset Management, LLC | 231,162 | $30.2M | 0.10% | −2,920−1.2% | Reduced |
| BBR Partners, LLC | 231,047 | $30.2M | 2.30% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 230,983 | $30.2M | 0.12% | −2,052−0.9% | Reduced |
| Nomura Asset Management Co Ltd | 229,226 | $29.9M | 0.09% | +8,678+3.9% | Added |
| Delta Global Management LP | 227,998 | $29.8M | 2.00% | +174,271+324.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 226,391 | $29.6M | 0.09% | +7,163+3.3% | Added |
| Worldquant Millennium Advisors LLC | 225,759 | $29.5M | 0.22% | −12,854−5.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 221,524 | $28.9M | 0.13% | −7,700−3.4% | Reduced |
| Toronto Dominion Bank | 219,677 | $28.7M | 0.05% | −63,428−22.4% | Reduced |
| Steadfast Capital Management LP | 215,100 | $28.1M | 0.65% | +172,600+406.1% | Added |
| Blacksheep Fund Management Ltd | 210,364 | $27.5M | 25.30% | −150,780−41.8% | Reduced |
| Candriam Luxembourg S.C.A. | 210,253 | $27.5M | 0.16% | +42,286+25.2% | Added |
| Factory Mutual Insurance Co | 210,000 | $27.4M | 0.28% | +40,000+23.5% | Added |
| Caldwell Investment Management Ltd. | 206,500 | $27.3M | 19.12% | +6,500+3.3% | Added |
| Oppenheimer & Co Inc | 203,825 | $26.6M | 0.41% | −5,036−2.4% | Reduced |
| The PNC Financial Services Group, Inc. | 203,294 | $26.5M | 0.02% | +21,648+11.9% | Added |
| Zuckerman Investment Group, LLC | 202,558 | $26.5M | 2.72% | −150.0% | Reduced |
| Point72 Europe (London) LLP | 199,449 | $26.0M | 2.20% | +87,300+77.8% | Added |
| DnB Asset Management AS | 196,431 | $25.6M | 0.12% | −2,626−1.3% | Reduced |
| Forsta Ap-Fonden | 194,900 | $25.5M | 0.20% | +15,100+8.4% | Added |
| Cerity Partners LLC | 189,960 | $24.8M | 0.05% | +8,333+4.6% | Added |
| Resona Asset Management Co.,Ltd. | 187,690 | $24.5M | 0.14% | −2,294−1.2% | Reduced |
| Danske Bank A/S | 186,256 | $24.3M | 0.08% | +14,400+8.4% | Added |
| MetLife Investment Management | 184,184 | $24.1M | 0.14% | −2,477−1.3% | Reduced |
| State of Michigan Retirement System | 183,700 | $24.0M | 0.12% | +1,400+0.8% | Added |
| Tiaa Trust, National Association | 180,922 | $23.6M | 0.07% | +19,328+12.0% | Added |
| Arizona State Retirement System | 178,107 | $23.3M | 0.15% | −1,490−0.8% | Reduced |
| Allianz Asset Management GmbH | 175,524 | $22.9M | 0.04% | −13,153−7.0% | Reduced |
| Picton Mahoney Asset Management | 174,848 | $22.8M | 0.88% | +87,826+100.9% | Added |
| Varma Mutual Pension Insurance Co | 162,027 | $22.4M | 0.18% | −7,600−4.5% | Reduced |
| UniSuper Management Pty Ltd | 169,878 | $22.2M | 0.17% | −3,093−1.8% | Reduced |
| Corebridge Financial, Inc. | 166,810 | $21.8M | 0.12% | −3,700−2.2% | Reduced |
| Punch & Associates Investment Management, Inc. | 165,879 | $21.7M | 1.20% | −178−0.1% | Reduced |
| Levin Capital Strategies, L.P. | 164,994 | $21.5M | 2.08% | −709−0.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 164,267 | $21.4M | 0.50% | +2,778+1.7% | Added |
| Jackson Hill Advisors, LLC | 160,000 | $20.9M | 10.63% | −30,000−15.8% | Reduced |
| Aviva PLC | 153,992 | $20.1M | 0.05% | +3,091+2.0% | Added |
| Cullen/Frost Bankers, Inc. | 152,093 | $19.9M | 0.27% | +10,068+7.1% | Added |
| Crescent Park Management, L.P. | 150,253 | $19.6M | 8.58% | −8,352−5.3% | Reduced |
| Retirement Systems of Alabama | 147,493 | $19.3M | 0.07% | +678+0.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 146,816 | $19.2M | 0.12% | +627+0.4% | Added |
| Russell Investments Group, Ltd. | 145,777 | $19.1M | 0.03% | +48,096+49.2% | Added |
| Northeast Financial Consultants Inc | 145,950 | $19.1M | 0.83% | −400−0.3% | Reduced |
| North Star Investment Management Corp. | 143,576 | $18.7M | 1.30% | −7,163−4.8% | Reduced |
| Stephens Inc | 143,039 | $18.7M | 0.26% | +6,077+4.4% | Added |
| City of London Investment Management Co Ltd | 138,432 | $18.1M | 1.57% | +1,004+0.7% | Added |
| Czech National Bank | 137,387 | $17.9M | 0.18% | +10,607+8.4% | Added |
| KBC Group NV | 137,267 | $17.9M | 0.05% | +91,503+199.9% | Added |
| Amalgamated Bank | 135,158 | $17.6M | 0.15% | −2,136−1.6% | Reduced |
| FineMark National Bank & Trust | 133,982 | $17.5M | 0.61% | −912−0.7% | Reduced |
| Captrust Financial Advisors | 132,181 | $17.3M | 0.05% | −3,124−2.3% | Reduced |
| USS Investment Management Ltd | 131,237 | $17.1M | 0.13% | −6,051−4.4% | Reduced |
| SOL Capital Management CO | 130,777 | $17.1M | 1.90% | +440.0% | Added |
| ProShare Advisors LLC | 129,631 | $16.9M | 0.04% | −5,518−4.1% | Reduced |
| CIBC World Markets Corp | 127,516 | $16.7M | 0.12% | +2,382+1.9% | Added |
| Calamos Advisors LLC | 127,172 | $16.6M | 0.08% | +1,507+1.2% | Added |
| Capital Group Private Client Services, Inc. | 126,188 | $16.5M | 0.16% | −2,328−1.8% | Reduced |
| GoodHaven Capital Management, LLC | 125,265 | $16.4M | 5.42% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 121,865 | $15.9M | 0.15% | −759−0.6% | Reduced |