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 |
|---|---|---|---|---|---|
| TD Waterhouse Canada Inc. | 26,438 | $3.43M | 0.03% | −967−3.5% | Reduced |
| Chicago Partners Investment Group LLC | 24,752 | $3.43M | 0.12% | −4,710−16.0% | Reduced |
| Baird Financial Group, Inc. | 25,945 | $3.39M | 0.01% | +302+1.2% | Added |
| Blair William & Co | 25,823 | $3.37M | 0.01% | +1,450+5.9% | Added |
| Rathbone Brothers plc | 25,640 | $3.35M | 0.02% | −3,185−11.0% | Reduced |
| CFM Wealth Partners LLC | 25,626 | $3.35M | 0.58% | +3,971+18.3% | Added |
| Fortitude Family Office, LLC | 25,616 | $3.34M | 1.33% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 25,610 | $3.34M | 0.02% | −8,996−26.0% | Reduced |
| NEOS Investment Management LLC | 25,562 | $3.34M | 0.10% | +4,872+23.5% | Added |
| SpiderRock Advisors, LLC | 25,416 | $3.32M | 0.07% | +25,416 | New |
| FIL Ltd | 25,274 | $3.30M | 0.00% | +12,060+91.3% | Added |
| Quantinno Capital Management LP | 25,269 | $3.30M | 0.04% | +13,279+110.8% | Added |
| Lazard Asset Management LLC | 25,086 | $3.27M | 0.00% | +14,797+143.8% | Added |
| Wesbanco Bank Inc | 24,697 | $3.22M | 0.11% | −406−1.6% | Reduced |
| Checchi Capital Advisers, LLC | 24,538 | $3.20M | 0.24% | +209+0.9% | Added |
| Principal Securities, Inc. | 24,473 | $3.20M | 0.08% | −325−1.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 24,329 | $3.18M | 0.22% | −1,741−6.7% | Reduced |
| Norinchukin Bank, The | 24,304 | $3.17M | 0.07% | +2,143+9.7% | Added |
| Regions Financial Corp | 24,290 | $3.17M | 0.02% | −726−2.9% | Reduced |
| Swiss Life Asset Management Ltd | 24,261 | $3.16M | 0.04% | −5,351−18.1% | Reduced |
| Mercer Global Advisors Inc | 24,353 | $3.16M | 0.01% | −297−1.2% | Reduced |
| Denali Advisors LLC | 24,019 | $3.14M | 0.34% | +24,019 | New |
| Hamilton Capital Partners Inc. | 23,797 | $3.11M | 0.27% | +19,597+466.6% | Added |
| Citizens Financial Group Inc | 23,662 | $3.09M | 0.06% | −311−1.3% | Reduced |
| QRG Capital Management, Inc. | 23,575 | $3.08M | 0.03% | +3,015+14.7% | Added |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 23,500 | $3.07M | 0.28% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 22,875 | $3.02M | 0.13% | +1,200+5.5% | Added |
| HBK Sorce Advisory LLC | 22,822 | $2.98M | 0.09% | −213−0.9% | Reduced |
| Clearstead Advisors, LLC | 22,764 | $2.97M | 0.05% | +187+0.8% | Added |
| Southeast Asset Advisors Inc. | 22,357 | $2.92M | 0.32% | 00.0% | Unchanged |
| Coastline Trust Co | 22,200 | $2.90M | 0.34% | +8,481+61.8% | Added |
| Bray Capital Advisors | 21,920 | $2.86M | 0.70% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 21,376 | $2.79M | 0.07% | +196+0.9% | Added |
| Tredje AP-fonden | 21,355 | $2.79M | 0.03% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 21,298 | $2.78M | 0.05% | −479−2.2% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 21,256 | $2.78M | 0.03% | +1,231+6.1% | Added |
| Investment Management Corp of Ontario | 20,684 | $2.70M | 0.06% | +6,900+50.1% | Added |
| Lee Danner & Bass Inc | 20,596 | $2.69M | 0.19% | +1,425+7.4% | Added |
| Mission Wealth Management, LP | 20,589 | $2.69M | 0.07% | +190+0.9% | Added |
| Bryn Mawr Trust Co | 20,566 | $2.69M | 0.05% | +20,566 | New |
| ING Groep NV | 20,432 | $2.67M | 0.02% | −61,888−75.2% | Reduced |
| Pensionmark Financial Group, LLC | 20,196 | $2.64M | 0.08% | +2,954+17.1% | Added |
| International Assets Investment Management, LLC | 342,982 | $2.63M | 0.01% | +339,946+11,197.2% | Added |
| Cobalt Capital Management, Inc. | 20,000 | $2.61M | 1.16% | −75,000−78.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 19,984 | $2.61M | 0.07% | +5,000+33.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 19,968 | $2.61M | 0.18% | −1,499−7.0% | Reduced |
| RSM US Wealth Management LLC | 19,874 | $2.58M | 0.04% | +956+5.1% | Added |
| Fort Pitt Capital Group, LLC | 19,746 | $2.58M | 0.07% | +7,389+59.8% | Added |
| Wedbush Securities Inc | 19,605 | $2.56M | 0.09% | −666−3.3% | Reduced |
| Zacks Investment Management | 19,562 | $2.55M | 0.02% | −306−1.5% | Reduced |
| CIBC Private Wealth Group, LLC | 19,556 | $2.55M | 0.00% | −52−0.3% | Reduced |
| Connable Office Inc | 19,311 | $2.52M | 0.25% | +82+0.4% | Added |
| Avantax Advisory Services, Inc. | 19,179 | $2.50M | 0.02% | +6,638+52.9% | Added |
| Royce & Associates LP | 19,138 | $2.50M | 0.02% | −13,057−40.6% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 18,718 | $2.44M | 0.06% | −65−0.3% | Reduced |
| Seven Post Investment Office LP | 18,700 | $2.44M | 0.37% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 18,643 | $2.43M | 0.11% | +908+5.1% | Added |
| Camarda Financial Advisors, LLC | 18,514 | $2.42M | 0.91% | +18,514 | New |
| National Asset Management, Inc. | 18,489 | $2.42M | 0.07% | −1,726−8.5% | Reduced |
| Van Eck Associates Corp | 17,166 | $2.38M | 0.00% | +704+4.3% | Added |
| Squarepoint Ops LLC | 18,157 | $2.37M | 0.01% | −58,818−76.4% | Reduced |
| Central Pacific Bank - Trust Division | 18,039 | $2.36M | 0.30% | +9,264+105.6% | Added |
| Ar Asset Management Inc | 18,000 | $2.35M | 0.52% | 00.0% | Unchanged |
| XTX Topco Ltd | 17,918 | $2.34M | 0.17% | −11,701−39.5% | Reduced |
| Integrated Advisors Network LLC | 17,797 | $2.32M | 0.11% | −2,625−12.9% | Reduced |
| Franklin Street Advisors Inc | 17,547 | $2.29M | 0.15% | 00.0% | Unchanged |
| Next Capital Management LLC | 17,387 | $2.27M | 0.93% | −96−0.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 19,874 | $2.25M | 0.02% | −6,991−26.0% | Reduced |
| Napa Wealth Management | 17,204 | $2.25M | 1.06% | +17,204 | New |
| J.W. Cole Advisors, Inc. | 17,198 | $2.25M | 0.09% | +966+6.0% | Added |
| LB Partners LLC | 17,100 | $2.23M | 1.94% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 17,089 | $2.23M | 0.01% | +2,403+16.4% | Added |
| United Asset Strategies, Inc. | 17,079 | $2.23M | 0.21% | −1,119−6.1% | Reduced |
| AlTi Global, Inc. | 16,970 | $2.22M | 0.05% | −664−3.8% | Reduced |
| Oxford Financial Group Ltd | 16,676 | $2.18M | 0.14% | −6,025−26.5% | Reduced |
| Cross Staff Investments Inc | 16,544 | $2.16M | 1.67% | −2,213−11.8% | Reduced |
| Arkadios Wealth Advisors | 16,463 | $2.15M | 0.12% | +12,512+316.7% | Added |
| Oppenheimer Asset Management Inc. | 16,358 | $2.14M | 0.03% | +5,120+45.6% | Added |
| Ieq Capital, LLC | 16,120 | $2.10M | 0.03% | +8,331+107.0% | Added |
| Essex Financial Services, Inc. | 14,965 | $2.10M | 0.15% | −1,091−6.8% | Reduced |
| Fulton Bank, N.A. | 15,881 | $2.07M | 0.08% | +253+1.6% | Added |
| Bradley Foster & Sargent Inc | 15,822 | $2.07M | 0.03% | +3,222+25.6% | Added |
| Park Avenue Securities LLC | 15,810 | $2.06M | 0.02% | +999+6.7% | Added |
| Lansing Street Advisors | 15,724 | $2.05M | 0.76% | +55+0.4% | Added |
| Vontobel Holding Ltd. | 15,523 | $2.03M | 0.01% | +8,535+122.1% | Added |
| Grandeur Peak Global Advisors, LLC | 15,499 | $2.02M | 0.17% | +1,486+10.6% | Added |
| United Services Automobile Association | 15,494 | $2.02M | 0.05% | +15,494 | New |
| Louisbourg Investments Inc. | 18,297 | $2.00M | 0.51% | −300−1.6% | Reduced |
| RiverPark Advisors, LLC | 15,205 | $1.99M | 1.62% | −4,198−21.6% | Reduced |
| Resources Investment Advisors, LLC. | 15,136 | $1.98M | 0.02% | +4,481+42.1% | Added |
| NewEdge Wealth, LLC | 14,947 | $1.95M | 0.04% | +2,350+18.7% | Added |
| Atlas Capital Advisors LLC | 14,898 | $1.95M | 0.30% | +954+6.8% | Added |
| Yelin Lapidot Holdings Management Ltd. | 14,827 | $1.94M | 0.32% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 13,963 | $1.93M | 0.08% | −164−1.2% | Reduced |
| Dakota Wealth Management | 14,743 | $1.93M | 0.04% | +933+6.8% | Added |
| Raymond James Trust N.A. | 14,714 | $1.92M | 0.04% | −68−0.5% | Reduced |
| Sequoia Financial Advisors, LLC | 14,604 | $1.91M | 0.02% | +1,007+7.4% | Added |
| Zimmermann Investment Management & Planning LLC | 14,552 | $1.90M | 0.58% | +1,406+10.7% | Added |
| Advisor OS, LLC | 14,546 | $1.90M | 0.19% | +477+3.4% | Added |
| Moody National Bank Trust Division | 14,413 | $1.88M | 0.20% | −5,511−27.7% | Reduced |