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 |
|---|---|---|---|---|---|
| Optimas Capital Ltd | 53,645 | $7.00M | 6.64% | +53,645 | New |
| Coastal Bridge Advisors, LLC | 53,240 | $6.95M | 1.72% | −4,064−7.1% | Reduced |
| Umb Bank N A | 53,194 | $6.95M | 0.11% | +50,757+2,082.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 52,923 | $6.91M | 0.07% | +18,398+53.3% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 52,923 | $6.91M | 0.07% | +52,923 | New |
| Mirae Asset Global Investments Co., Ltd. | 50,999 | $6.74M | 0.03% | −2,168−4.1% | Reduced |
| US Bancorp | 50,816 | $6.64M | 0.01% | +4,388+9.5% | Added |
| Waterfront Wealth Inc. | 47,045 | $6.55M | 1.61% | −145−0.3% | Reduced |
| Pacer Advisors, Inc. | 50,023 | $6.53M | 0.01% | +2,668+5.6% | Added |
| TRB Advisors LP | 50,000 | $6.53M | 1.20% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 49,830 | $6.51M | 0.17% | +47,975+2,586.3% | Added |
| Pinnbrook Capital Management LP | 49,821 | $6.51M | 1.97% | +4,643+10.3% | Added |
| Gateway Investment Advisers LLC | 49,619 | $6.48M | 0.07% | −50,159−50.3% | Reduced |
| Castleark Management LLC | 49,570 | $6.47M | 0.26% | +49,570 | New |
| Cresset Asset Management, LLC | 49,506 | $6.46M | 0.03% | +6,434+14.9% | Added |
| Strategic Blueprint, LLC | 49,415 | $6.45M | 0.40% | +85+0.2% | Added |
| AQR Capital Management LLC | 49,214 | $6.43M | 0.01% | +17,267+54.0% | Added |
| Gulf International Bank (UK) Ltd | 48,765 | $6.37M | 0.16% | −1,463−2.9% | Reduced |
| AE Wealth Management LLC | 48,519 | $6.34M | 0.06% | +48,519 | New |
| Patton Fund Management, Inc. | 48,229 | $6.30M | 1.30% | +48,229 | New |
| GWM Advisors LLC | 48,027 | $6.27M | 0.04% | +40,706+556.0% | Added |
| WMS Partners, LLC | 47,468 | $6.20M | 0.35% | +47,468 | New |
| Guggenheim Capital LLC | 47,379 | $6.19M | 0.04% | +19,812+71.9% | Added |
| Kentucky Retirement Systems | 46,984 | $6.14M | 0.18% | −3,170−6.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 46,850 | $6.12M | 0.11% | +10,163+27.7% | Added |
| O'Rourke & Company, Inc | 45,813 | $5.98M | 2.99% | +683+1.5% | Added |
| Pinnacle Financial Partners Inc | 45,580 | $5.95M | 0.12% | +222+0.5% | Added |
| Samjo Management, LLC | 45,335 | $5.92M | 2.04% | −390−0.9% | Reduced |
| Atria Investments LLC | 45,329 | $5.92M | 0.07% | +4,235+10.3% | Added |
| Staley Capital Advisers Inc | 45,000 | $5.88M | 0.26% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 44,848 | $5.86M | 2.69% | +65+0.1% | Added |
| Gotham Asset Management, LLC | 44,219 | $5.77M | 0.06% | +2,272+5.4% | Added |
| Mizuho Securities USA LLC | 43,733 | $5.71M | 0.12% | −7,586−14.8% | Reduced |
| Sierra Capital LLC | 43,158 | $5.64M | 0.67% | +21,138+96.0% | Added |
| Hartford Investment Management Co | 42,530 | $5.55M | 0.18% | −185−0.4% | Reduced |
| Cacti Asset Management LLC | 41,630 | $5.51M | 0.42% | 00.0% | Unchanged |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 41,863 | $5.47M | 1.37% | 00.0% | Unchanged |
| Jackson Square Partners, LLC | 41,575 | $5.43M | 0.47% | −15,328−26.9% | Reduced |
| Alps Advisors Inc | 41,400 | $5.41M | 0.04% | −5,373−11.5% | Reduced |
| IFP Advisors, Inc | 40,867 | $5.34M | 0.19% | +3,692+9.9% | Added |
| Northwestern Mutual Wealth Management Co | 40,294 | $5.26M | 0.00% | −4,528−10.1% | Reduced |
| First Trust Investment Solutions L.P. | 40,267 | $5.26M | 0.59% | +40,267 | New |
| Metavasi Capital LP | 40,000 | $5.22M | 2.74% | −17,053−29.9% | Reduced |
| Walleye Capital LLC | 39,939 | $5.22M | 0.06% | −17,745−30.8% | Reduced |
| Bleakley Financial Group, LLC | 39,724 | $5.19M | 0.16% | +11,913+42.8% | Added |
| Maryland State Retirement & Pension System | 38,838 | $5.07M | 0.11% | −13,653−26.0% | Reduced |
| Omers Administration Corp | 38,711 | $5.05M | 0.05% | −1,100−2.8% | Reduced |
| TD Private Client Wealth LLC | 38,287 | $5.00M | 0.14% | +1,978+5.4% | Added |
| Fifth Third Bancorp | 38,181 | $4.99M | 0.02% | +5,856+18.1% | Added |
| Louisiana State Employees Retirement System | 38,000 | $4.96M | 0.09% | +300+0.8% | Added |
| Rothschild Investment LLC | 37,768 | $4.93M | 0.32% | −49−0.1% | Reduced |
| Rakuten Investment Management, Inc. | 37,241 | $4.92M | 0.03% | +9,536+34.4% | Added |
| Securian Asset Management, Inc | 37,240 | $4.86M | 0.14% | −1,029−2.7% | Reduced |
| Close Asset Management Ltd | 36,615 | $4.78M | 0.15% | −25−0.1% | Reduced |
| Curbstone Financial Management Corp | 36,358 | $4.75M | 1.02% | −540−1.5% | Reduced |
| SG Americas Securities, LLC | 36,295 | $4.74M | 0.02% | −61,185−62.8% | Reduced |
| Cinctive Capital Management LP | 36,186 | $4.73M | 0.27% | +36,186 | New |
| Mesirow Financial Investment Management, Inc. | 35,918 | $4.69M | 0.09% | −761−2.1% | Reduced |
| Natixis | 35,828 | $4.68M | 0.03% | −74,211−67.4% | Reduced |
| Advisors Asset Management, Inc. | 35,455 | $4.63M | 0.09% | +3,072+9.5% | Added |
| Steward Partners Investment Advisory, LLC | 35,071 | $4.58M | 0.04% | +4,808+15.9% | Added |
| CIBC World Markets Inc. | 34,874 | $4.55M | 0.01% | −77,531−69.0% | Reduced |
| Sabal Trust CO | 34,684 | $4.53M | 0.25% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 34,556 | $4.51M | 0.69% | −40−0.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 33,046 | $4.51M | 0.04% | +8,422+34.2% | Added |
| Avitas Wealth Management LLC | 34,128 | $4.46M | 0.63% | −342−1.0% | Reduced |
| Maltese Capital Management LLC | 34,000 | $4.44M | 0.72% | +16,400+93.2% | Added |
| Concentric Capital Strategies, LP | 33,516 | $4.38M | 0.28% | −20,201−37.6% | Reduced |
| PenderFund Capital Management Ltd. | 24,720 | $4.37M | 1.01% | −6,700−21.3% | Reduced |
| Larson Financial Group LLC | 33,272 | $4.34M | 0.25% | +920+2.8% | Added |
| Capital Analysts, LLC | 32,933 | $4.30M | 0.18% | +44+0.1% | Added |
| Kingswood Wealth Advisors, LLC | 32,866 | $4.29M | 0.31% | +1,808+5.8% | Added |
| Ingalls & Snyder LLC | 32,805 | $4.28M | 0.17% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 32,681 | $4.27M | 3.01% | −68−0.2% | Reduced |
| New Mexico Educational Retirement Board | 32,500 | $4.24M | 0.14% | −1,100−3.3% | Reduced |
| Richard Bernstein Advisors LLC | 31,626 | $4.13M | 0.09% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 31,547 | $4.12M | 0.07% | +1,603+5.4% | Added |
| PEAK6 Investments LLC | 31,405 | $4.10M | 0.21% | +31,405 | New |
| Proficio Capital Partners LLC | 30,954 | $4.04M | 0.40% | −168−0.5% | Reduced |
| Sit Investment Associates Inc | 30,865 | $4.03M | 0.09% | −7,410−19.4% | Reduced |
| AXA S.A. | 29,999 | $3.92M | 0.01% | +14,756+96.8% | Added |
| Tower Research Capital LLC (TRC) | 29,577 | $3.86M | 0.10% | −53,827−64.5% | Reduced |
| Two Sigma Investments, LP | 29,324 | $3.83M | 0.01% | +45+0.2% | Added |
| Coronation Fund Managers Ltd. | 29,258 | $3.82M | 0.21% | −25,232−46.3% | Reduced |
| M&T Bank Corp | 28,983 | $3.79M | 0.01% | −49−0.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 28,841 | $3.77M | 0.01% | +2,213+8.3% | Added |
| Metis Global Partners, LLC | 28,603 | $3.73M | 0.12% | +1,233+4.5% | Added |
| Teton Advisors, Inc. | 28,300 | $3.70M | 1.65% | −11,700−29.3% | Reduced |
| Allen Investment Management LLC | 28,101 | $3.67M | 0.04% | +28,101 | New |
| Siemens Fonds Invest GmbH | 27,978 | $3.65M | 0.29% | +754+2.8% | Added |
| Accuvest Global Advisors | 27,900 | $3.64M | 3.13% | −7,382−20.9% | Reduced |
| Rational Advisors LLC | 27,900 | $3.64M | 0.35% | −4,000−12.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 27,561 | $3.60M | 0.00% | −151,904−84.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 26,453 | $3.56M | 0.07% | +18,877+249.2% | Added |
| Wealthfront Advisers LLC | 27,110 | $3.54M | 0.01% | +4,506+19.9% | Added |
| Iridian Asset Management LLC | 27,084 | $3.54M | 0.76% | −13,077−32.6% | Reduced |
| Crossmark Global Holdings, Inc. | 26,780 | $3.50M | 0.06% | +120+0.5% | Added |
| CenterBook Partners LP | 26,587 | $3.47M | 0.21% | +26,587 | New |
| Barr E S & Co | 26,575 | $3.47M | 0.22% | −550−2.0% | Reduced |
| Thrivent Financial for Lutherans | 26,463 | $3.46M | 0.01% | −42,241−61.5% | Reduced |