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 |
|---|---|---|---|---|---|
| Walter & Keenan Financial Consulting Co | 14,336 | $1.87M | 0.57% | +10+0.1% | Added |
| Avalon Trust Co | 14,284 | $1.87M | 0.14% | −6,000−29.6% | Reduced |
| IHT Wealth Management, LLC | 14,168 | $1.85M | 0.05% | +1,491+11.8% | Added |
| Nomura Holdings Inc | 14,132 | $1.85M | 0.01% | +14,132 | New |
| Mosaic Financial Group, LLC | 14,000 | $1.83M | 1.30% | 00.0% | Unchanged |
| Commerce Bank | 13,951 | $1.82M | 0.01% | +978+7.5% | Added |
| River & Mercantile Asset Management LLP | 13,928 | $1.82M | 0.39% | +761+5.8% | Added |
| TownSquare Capital, LLC | 13,913 | $1.82M | 0.02% | +3,693+36.1% | Added |
| Epoch Investment Partners, Inc. | 13,911 | $1.82M | 0.01% | −242−1.7% | Reduced |
| Ossiam | 13,908 | $1.82M | 0.04% | +12,906+1,288.0% | Added |
| First National Bank Sioux Falls | 13,888 | $1.81M | 0.82% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 13,874 | $1.81M | 0.10% | +13,874 | New |
| Choate Investment Advisors | 13,723 | $1.79M | 0.05% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 13,446 | $1.78M | 0.00% | +6,133+83.9% | Added |
| Capitolis Liquid Global Markets LLC | 13,560 | $1.77M | 0.02% | +13,560 | New |
| Independent Advisor Alliance | 13,511 | $1.76M | 0.06% | +50.0% | Added |
| RFG Advisory, LLC | 13,430 | $1.75M | 0.05% | +3,533+35.7% | Added |
| Duncan Williams Asset Management, LLC | 13,150 | $1.72M | 0.95% | −372−2.8% | Reduced |
| Wetherby Asset Management Inc | 12,961 | $1.69M | 0.08% | +265+2.1% | Added |
| Northeast Investment Management | 12,800 | $1.67M | 0.07% | 00.0% | Unchanged |
| Financial Management Network Inc | 12,303 | $1.64M | 0.34% | +1,221+11.0% | Added |
| Guardian Investment Management | 12,525 | $1.64M | 1.42% | −900−6.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 12,493 | $1.63M | 0.06% | −636−4.8% | Reduced |
| Caption Management, LLC | 12,400 | $1.62M | 0.17% | +12,400 | New |
| Virtue Capital Management, LLC | 12,350 | $1.61M | 0.32% | +337+2.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 12,331 | $1.61M | 0.14% | +663+5.7% | Added |
| Daymark Wealth Partners, LLC | 12,326 | $1.61M | 0.07% | +4,529+58.1% | Added |
| Pinnacle Associates Ltd | 19,426 | $1.61M | 0.03% | −175−0.9% | Reduced |
| Vestcor Inc | 12,320 | $1.61M | 0.05% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 12,305 | $1.61M | 0.02% | +3,181+34.9% | Added |
| Driehaus Capital Management LLC | 12,187 | $1.59M | 0.01% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 12,176 | $1.59M | 0.41% | −1,372−10.1% | Reduced |
| Chemistry Wealth Management LLC | 12,144 | $1.59M | 0.38% | +972+8.7% | Added |
| Vident Advisory, LLC | 12,023 | $1.57M | 0.04% | +2,872+31.4% | Added |
| Keybank National Association | 11,968 | $1.56M | 0.01% | +103+0.9% | Added |
| Harbor Capital Advisors, Inc. | 11,888 | $1.55M | 0.07% | +55+0.5% | Added |
| Farther Finance Advisors, LLC | 11,758 | $1.54M | 0.06% | +393+3.5% | Added |
| Harvest Fund Management Co., Ltd | 11,679 | $1.52M | 0.09% | +2,357+25.3% | Added |
| Bain Capital Public Equity, LP | 11,536 | $1.51M | 1.17% | +11,536 | New |
| Veriti Management LLC | 11,490 | $1.50M | 0.08% | +3,465+43.2% | Added |
| Highland Capital Management, LLC | 11,442 | $1.49M | 0.09% | −440−3.7% | Reduced |
| Spire Wealth Management | 11,317 | $1.48M | 0.05% | +9+0.1% | Added |
| Prime Capital Investment Advisors, LLC | 11,274 | $1.47M | 0.02% | +6,468+134.6% | Added |
| Jefferies Financial Group Inc. | 11,259 | $1.47M | 0.02% | +8,876+372.5% | Added |
| Davenport & Co LLC | 11,233 | $1.47M | 0.01% | +326+3.0% | Added |
| Lynx Capital Group Ltd | 11,187 | $1.46M | 0.95% | 00.0% | Unchanged |
| Leonteq Securities AG | 11,136 | $1.45M | 0.17% | +5,959+115.1% | Added |
| Westover Capital Advisors, LLC | 11,130 | $1.45M | 0.28% | +4,665+72.2% | Added |
| Element Pointe Advisors, LLC | 11,112 | $1.45M | 0.35% | −890−7.4% | Reduced |
| Prudential PLC | 11,098 | $1.45M | 0.01% | 00.0% | Unchanged |
| Wedmont Private Capital | 10,909 | $1.43M | 0.08% | +7,913+264.1% | Added |
| Wealthcare Advisory Partners LLC | 10,901 | $1.42M | 0.04% | +537+5.2% | Added |
| BTG Pactual Asset Management US LLC | 10,868 | $1.42M | 0.21% | +10,868 | New |
| Illinois Municipal Retirement Fund | 10,757 | $1.40M | 0.02% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 10,699 | $1.40M | 0.70% | −119−1.1% | Reduced |
| Zhang Financial LLC | 10,617 | $1.39M | 0.09% | +20.0% | Added |
| MAI Capital Management | 10,606 | $1.38M | 0.01% | −361−3.3% | Reduced |
| DRW Securities, LLC | 10,569 | $1.38M | 0.08% | +5,538+110.1% | Added |
| Silvant Capital Management LLC | 10,531 | $1.38M | 0.06% | −715−6.4% | Reduced |
| Hunting Hill Global Capital, LLC | 10,471 | $1.37M | 1.92% | 00.0% | Unchanged |
| Atom Investors LP | 10,471 | $1.37M | 0.14% | +10,471 | New |
| DoubleLine ETF Adviser LP | 10,440 | $1.36M | 0.33% | +10,440 | New |
| Riverpark Capital Management LLC | 10,428 | $1.36M | 2.48% | −8,751−45.6% | Reduced |
| Horizon Investments, LLC | 10,438 | $1.36M | 0.04% | +1,354+14.9% | Added |
| Capital International Sarl | 10,389 | $1.36M | 0.03% | +3,609+53.2% | Added |
| JustInvest LLC | 10,377 | $1.36M | 0.02% | +3,468+50.2% | Added |
| Gilbert & Cook, Inc. | 10,270 | $1.34M | 0.18% | −1,192−10.4% | Reduced |
| Transcend Wealth Collective, LLC | 10,226 | $1.34M | 0.09% | +1,905+22.9% | Added |
| Profund Advisors LLC | 10,220 | $1.33M | 0.05% | −113−1.1% | Reduced |
| Western Wealth Management, LLC | 10,143 | $1.32M | 0.08% | −197−1.9% | Reduced |
| Clear Harbor Asset Management, LLC | 10,125 | $1.32M | 0.11% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 9,208 | $1.32M | 0.04% | +75+0.8% | Added |
| GTS Securities LLC | 10,049 | $1.31M | 0.03% | −2,037−16.9% | Reduced |
| James J. Burns & Company, LLC | 10,033 | $1.31M | 0.24% | −2,000−16.6% | Reduced |
| Inceptionr LLC | 10,005 | $1.31M | 0.32% | +5,764+135.9% | Added |
| Agf Management Ltd | 9,936 | $1.30M | 0.01% | +518+5.5% | Added |
| Capstone Investment Advisors, LLC | 9,865 | $1.29M | 0.02% | −3,417−25.7% | Reduced |
| Sterling Capital Management LLC | 9,796 | $1.28M | 0.02% | +9,796 | New |
| RW Investment Management LLC | 9,762 | $1.27M | 0.16% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 9,696 | $1.27M | 0.13% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 11,949 | $1.26M | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 9,622 | $1.26M | 0.12% | +1,804+23.1% | Added |
| NVWM, LLC | 9,594 | $1.25M | 0.32% | +8+0.1% | Added |
| GM Advisory Group, Inc. | 9,561 | $1.25M | 0.07% | +9,561 | New |
| Aries Wealth Management | 9,444 | $1.23M | 0.34% | −40−0.4% | Reduced |
| Beaumont Financial Advisors, LLC | 9,257 | $1.21M | 0.09% | −973−9.5% | Reduced |
| Snowden Capital Advisors LLC | 9,093 | $1.19M | 0.04% | −578−6.0% | Reduced |
| Beacon Pointe Advisors, LLC | 9,055 | $1.18M | 0.01% | −97−1.1% | Reduced |
| Kraematon Investment Advisors, Inc | 8,984 | $1.17M | 1.15% | −123−1.4% | Reduced |
| Parallel Advisors, LLC | 8,975 | $1.17M | 0.03% | +1,063+13.4% | Added |
| U S Global Investors Inc | 8,950 | $1.17M | 0.11% | −11,500−56.2% | Reduced |
| HB Wealth Management, LLC | 8,930 | $1.17M | 0.01% | +1,810+25.4% | Added |
| Abn Amro Investment Solutions | 8,883 | $1.16M | 0.02% | +719+8.8% | Added |
| Segment Wealth Management, LLC | 8,850 | $1.16M | 0.08% | 00.0% | Unchanged |
| Bokf, NA | 8,700 | $1.14M | 0.02% | −535−5.8% | Reduced |
| Fiduciary Group LLC | 8,700 | $1.14M | 0.12% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 8,670 | $1.13M | 0.04% | +80+0.9% | Added |
| Hanseatic Management Services Inc | 8,661 | $1.13M | 1.60% | +463+5.6% | Added |
| Gridiron Partners, LLC | 8,617 | $1.13M | 0.68% | 00.0% | Unchanged |
| E&G Advisors, LP | 8,600 | $1.12M | 0.31% | 00.0% | Unchanged |