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 |
|---|---|---|---|---|---|
| Private Wealth Partners, LLC | 121,675 | $15.9M | 1.27% | +755+0.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 119,688 | $15.6M | 0.03% | −75−0.1% | Reduced |
| Bamco Inc | 117,954 | $15.4M | 0.04% | +110,554+1,494.0% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 117,747 | $15.4M | 1.28% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 117,700 | $15.4M | 0.08% | +4,800+4.3% | Added |
| Partners Capital Investment Group, LLP | 117,451 | $15.3M | 0.25% | −6,488−5.2% | Reduced |
| Buffington Mohr McNeal | 117,138 | $15.3M | 2.52% | +1,202+1.0% | Added |
| Federation des caisses Desjardins du Quebec | 116,643 | $15.2M | 0.08% | −192−0.2% | Reduced |
| Cookson Peirce & Co Inc | 116,547 | $15.2M | 0.71% | −429−0.4% | Reduced |
| Whittier Trust Co | 115,592 | $15.1M | 0.20% | +112,758+3,978.8% | Added |
| Engle Capital Management, L.P. | 113,779 | $14.9M | 4.37% | −76,221−40.1% | Reduced |
| Sanctuary Advisors, LLC | 92,741 | $14.7M | 0.09% | +22,007+31.1% | Added |
| Jane Street Group, LLC | 112,550 | $14.7M | 0.02% | −3,277,267−96.7% | Reduced |
| Matthew 25 Management Corp | 112,500 | $14.7M | 4.93% | −15,000−11.8% | Reduced |
| Utah Retirement Systems | 111,400 | $14.5M | 0.16% | +400+0.4% | Added |
| Balyasny Asset Management LLC | 109,761 | $14.3M | 0.04% | +99,072+926.9% | Added |
| Comerica Bank | 108,863 | $14.2M | 0.06% | +1,583+1.5% | Added |
| Xponance, Inc. | 107,372 | $14.0M | 0.14% | +1,476+1.4% | Added |
| Oddo BHF Asset Management SAS | 106,963 | $14.0M | 0.69% | +106,963 | New |
| Lountzis Asset Management, LLC | 106,822 | $13.9M | 5.80% | −76−0.1% | Reduced |
| Janney Montgomery Scott LLC | 106,488 | $13.9M | 0.04% | +4,763+4.7% | Added |
| American Century Companies Inc | 105,386 | $13.8M | 0.01% | +306+0.3% | Added |
| CIBC Asset Management Inc | 104,399 | $13.6M | 0.04% | +8,653+9.0% | Added |
| British Columbia Investment Management Corp | 103,657 | $13.5M | 0.08% | −15,000−12.6% | Reduced |
| Cetera Investment Advisers | 102,686 | $13.4M | 0.03% | +13,526+15.2% | Added |
| Diamond Hill Capital Management Inc | 102,516 | $13.4M | 0.05% | −61,035−37.3% | Reduced |
| Chickasaw Capital Management LLC | 102,263 | $13.4M | 0.57% | 00.0% | Unchanged |
| APG Asset Management N.V. | 112,006 | $13.1M | 0.09% | −1,461,079−92.9% | Reduced |
| Robeco Institutional Asset Management B.V. | 100,270 | $13.1M | 0.03% | −195,640−66.1% | Reduced |
| New York Life Investment Management LLC | 99,846 | $13.0M | 0.13% | +25,924+35.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 99,775 | $13.0M | 0.13% | +99,775 | New |
| Cambridge Investment Research Advisors, Inc. | 99,743 | $13.0M | 0.04% | +2,641+2.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 99,594 | $13.0M | 0.02% | +45,157+83.0% | Added |
| EverSource Wealth Advisors, LLC | 98,342 | $12.8M | 0.81% | −1,089−1.1% | Reduced |
| Lavaca Capital LLC | 95,500 | $12.5M | 5.97% | 00.0% | Unchanged |
| Jennison Associates LLC | 93,749 | $12.2M | 0.01% | −7,031−7.0% | Reduced |
| Janus Henderson Group PLC | 93,353 | $12.2M | 0.01% | −29,599−24.1% | Reduced |
| Mirador Capital Partners LP | 93,093 | $12.2M | 2.19% | −962−1.0% | Reduced |
| Basswood Capital Management, L.L.C. | 92,926 | $12.1M | 0.63% | 00.0% | Unchanged |
| Oversea-Chinese Banking CORP Ltd | 92,743 | $12.1M | 0.34% | +2,384+2.6% | Added |
| Advisor Group Holdings, Inc. | 89,502 | $11.7M | 0.03% | −5,030−5.3% | Reduced |
| Commonwealth Equity Services, LLC | 88,926 | $11.6M | 0.02% | −43,676−32.9% | Reduced |
| Truist Financial Corp | 87,416 | $11.4M | 0.02% | −4,805−5.2% | Reduced |
| Marsico Capital Management LLC | 86,657 | $11.3M | 0.32% | 00.0% | Unchanged |
| Texas Yale Capital Corp. | 86,239 | $11.3M | 0.49% | +195+0.2% | Added |
| Assetmark, Inc | 85,384 | $11.1M | 0.03% | −11,596−12.0% | Reduced |
| Campbell Capital Management Inc | 85,367 | $11.1M | 4.42% | +351+0.4% | Added |
| HighTower Advisors, LLC | 85,451 | $11.1M | 0.02% | +13,772+19.2% | Added |
| Public Employees Retirement Association of Colorado | 84,776 | $11.1M | 0.04% | +70+0.1% | Added |
| Palisade Capital Management LLC | 83,758 | $10.9M | 0.29% | −3,260−3.7% | Reduced |
| Mutual of America Capital Management LLC | 83,050 | $10.8M | 0.11% | −784−0.9% | Reduced |
| Covey Capital Advisors, LLC | 82,670 | $10.8M | 11.92% | −1,032−1.2% | Reduced |
| Polar Capital Holdings Plc | 82,380 | $10.8M | 0.06% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 82,100 | $10.7M | 0.83% | +82,100 | New |
| Lido Advisors, LLC | 82,036 | $10.7M | 0.08% | +73,951+914.7% | Added |
| Community Trust & Investment Co | 81,916 | $10.7M | 0.68% | +2,087+2.6% | Added |
| B & T Capital Management DBA Alpha Capital Management | 81,656 | $10.7M | 2.00% | −6,075−6.9% | Reduced |
| Bank of Nova Scotia | 80,696 | $10.5M | 0.02% | −72,991−47.5% | Reduced |
| Daiwa Securities Group Inc. | 79,213 | $10.3M | 0.05% | +8,748+12.4% | Added |
| State of Alaska, Department of Revenue | 78,340 | $10.2M | 0.11% | +5,965+8.2% | Added |
| Nissay Asset Management Corp | 77,241 | $10.1M | 0.06% | +2,334+3.1% | Added |
| Financial Counselors Inc | 76,302 | $9.96M | 0.15% | +46+0.1% | Added |
| Jupiter Asset Management Ltd | 75,660 | $9.88M | 0.09% | +19,719+35.2% | Added |
| Unisphere Establishment | 74,500 | $9.73M | 0.09% | +12,500+20.2% | Added |
| Yousif Capital Management, LLC | 72,863 | $9.51M | 0.10% | −527−0.7% | Reduced |
| Swedbank AB | 72,374 | $9.45M | 0.01% | +6,942+10.6% | Added |
| MML Investors Services, LLC | 70,413 | $9.19M | 0.03% | +5,530+8.5% | Added |
| Hudson Bay Capital Management LP | 70,000 | $9.14M | 0.06% | +70,000 | New |
| Creative Planning | 69,127 | $9.03M | 0.01% | +8,964+14.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 67,855 | $8.86M | 0.10% | +4,283+6.7% | Added |
| Schroder Investment Management Group | 67,021 | $8.86M | 0.01% | +8,832+15.2% | Added |
| Nisa Investment Advisors, LLC | 67,627 | $8.83M | 0.05% | +10,337+18.0% | Added |
| Osborne Partners Capital Management, LLC | 66,822 | $8.73M | 0.49% | −4,796−6.7% | Reduced |
| Kestra Advisory Services, LLC | 66,326 | $8.66M | 0.05% | −4,199−6.0% | Reduced |
| Triangle Securities Wealth Management | 65,939 | $8.61M | 2.23% | −3,804−5.5% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 64,977 | $8.48M | 0.02% | +13,301+25.7% | Added |
| Waratah Capital Advisors Ltd. | 64,063 | $8.37M | 0.50% | −87,990−57.9% | Reduced |
| Beach Investment Counsel Inc | 63,400 | $8.28M | 1.02% | 00.0% | Unchanged |
| 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 |
| Sterling Investment Advisors, Ltd. | 63,263 | $8.26M | 2.09% | −4,023−6.0% | Reduced |
| Mackenzie Financial Corp | 62,845 | $8.21M | 0.01% | +501+0.8% | Added |
| Pathstone Holdings, LLC | 62,125 | $8.11M | 0.04% | +6,873+12.4% | Added |
| Beck Mack & Oliver LLC | 61,566 | $8.04M | 0.16% | 00.0% | Unchanged |
| Empowered Funds, LLC | 60,730 | $7.93M | 0.12% | −1,156−1.9% | Reduced |
| Menlo Advisors LLC | 60,570 | $7.91M | 4.07% | −14,385−19.2% | Reduced |
| CI Private Wealth, LLC | 59,925 | $7.83M | 0.01% | −84,031−58.4% | Reduced |
| Marvin & Palmer Associates Inc | 59,925 | $7.83M | 6.56% | +17,986+42.9% | Added |
| Atria Wealth Solutions, Inc. | 59,562 | $7.78M | 0.08% | −45,705−43.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 57,886 | $7.56M | 0.02% | +4,719+8.9% | Added |
| Oregon Public Employees Retirement Fund | 57,690 | $7.53M | 0.14% | +580+1.0% | Added |
| Equitable Trust Co | 57,497 | $7.51M | 0.48% | −44,155−43.4% | Reduced |
| Grand Jean Capital Management Inc | 56,832 | $7.42M | 1.66% | +861+1.5% | Added |
| Toroso Investments, LLC | 55,102 | $7.20M | 0.08% | +5,935+12.1% | Added |
| Heron Bay Capital Management | 55,049 | $7.19M | 1.51% | −2,076−3.6% | Reduced |
| Elo Mutual Pension Insurance Co | 54,834 | $7.16M | 0.15% | +498+0.9% | Added |
| ArrowMark Colorado Holdings LLC | 54,400 | $7.10M | 0.09% | 00.0% | Unchanged |
| Old Well Partners, LLC | 54,123 | $7.07M | 15.26% | −5,500−9.2% | Reduced |
| Nordea Investment Management AB | 53,841 | $7.04M | 0.01% | +6,539+13.8% | Added |
| Credit Agricole S A | 53,657 | $7.01M | 0.04% | +35,939+202.8% | Added |