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 |
|---|---|---|---|---|---|
| Smith Shellnut Wilson LLC | 8,508 | $1.11M | 0.50% | 00.0% | Unchanged |
| Forum Financial Management, LP | 8,455 | $1.10M | 0.02% | +5+0.1% | Added |
| Intech Investment Management LLC | 8,406 | $1.10M | 0.01% | −26,008−75.6% | Reduced |
| Canandaigua National Bank & Trust Co | 8,338 | $1.09M | 0.10% | −489−5.5% | Reduced |
| AMJ Financial Wealth Management | 8,329 | $1.09M | 0.31% | +8,329 | New |
| Kestra Private Wealth Services, LLC | 8,315 | $1.09M | 0.02% | +235+2.9% | Added |
| Twin Capital Management Inc | 8,293 | $1.08M | 0.12% | +8,293 | New |
| Qtron Investments LLC | 8,246 | $1.08M | 0.15% | −460−5.3% | Reduced |
| MJP Associates Inc | 8,205 | $1.07M | 0.20% | +932+12.8% | Added |
| Synovus Financial Corp | 8,199 | $1.07M | 0.01% | +49+0.6% | Added |
| Signaturefd, LLC | 8,104 | $1.06M | 0.02% | +1,149+16.5% | Added |
| Marex Group plc | 8,069 | $1.05M | 0.02% | +2,851+54.6% | Added |
| Corsair Capital Management, L.P. | 8,020 | $1.05M | 0.25% | 00.0% | Unchanged |
| Summit Financial, LLC | 7,989 | $1.04M | 0.04% | +1,999+33.4% | Added |
| Golden State Equity Partners | 7,984 | $1.04M | 0.16% | +1,149+16.8% | Added |
| Sage Rhino Capital LLC | 7,965 | $1.04M | 0.23% | +21+0.3% | Added |
| Williamson Legacy Group, LLC | 7,902 | $1.03M | 0.69% | +7,902 | New |
| Meeder Advisory Services, Inc. | 7,857 | $1.03M | 0.07% | +425+5.7% | Added |
| CWM, LLC | 7,845 | $1.02M | 0.00% | −570−6.8% | Reduced |
| Trust Asset Management LLC | 7,716 | $1.01M | 0.08% | +7,716 | New |
| Seaport Global Advisors, LLC | 7,713 | $1.01M | 3.18% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 7,669 | $1.00M | 0.00% | −4,388−36.4% | Reduced |
| Kesler, Norman & Wride, LLC | 7,625 | $995.8K | 0.20% | +7,625 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7,613 | $994.1K | 0.04% | +3,514+85.7% | Added |
| Zions Bancorporation, N.A. | 7,577 | $989.4K | 0.07% | +1,938+34.4% | Added |
| Institute for Wealth Management, LLC. | 7,564 | $987.7K | 0.12% | −90−1.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,542 | $984.8K | 0.06% | +361+5.0% | Added |
| Dynamic Advisor Solutions LLC | 7,519 | $981.8K | 0.03% | +427+6.0% | Added |
| Apollon Wealth Management, LLC | 7,474 | $976.0K | 0.03% | +2,961+65.6% | Added |
| StoneX Group Inc. | 7,472 | $975.8K | 0.07% | +7,472 | New |
| Virtus ETF Advisers LLC | 7,471 | $975.6K | 0.46% | −1,303−14.9% | Reduced |
| Private Advisory Group LLC | 7,430 | $970.2K | 0.12% | +7,430 | New |
| Moors & Cabot, Inc. | 7,306 | $954.0K | 0.05% | −48−0.7% | Reduced |
| Yorktown Management & Research Co Inc | 7,200 | $940.2K | 0.96% | −2,500−25.8% | Reduced |
| D.A. Davidson & Co. | 7,173 | $936.7K | 0.01% | −1,353−15.9% | Reduced |
| Independent Financial Group, LLC | 7,133 | $931.5K | 0.03% | +267+3.9% | Added |
| Douglas Lane & Associates, LLC | 7,090 | $925.9K | 0.01% | −1,500−17.5% | Reduced |
| Linscomb & Williams, Inc. | 7,000 | $914.1K | 0.05% | 00.0% | Unchanged |
| Triumph Capital Management | 7,000 | $914.1K | 0.33% | +7,000 | New |
| ASB Consultores, LLC | 6,999 | $913.9K | 0.36% | +199+2.9% | Added |
| Firethorn Wealth Partners, LLC | 6,940 | $906.2K | 0.46% | +6+0.1% | Added |
| Dorsey & Whitney Trust CO LLC | 6,901 | $901.1K | 0.05% | +3,651+112.3% | Added |
| Cigna Investments Inc | 6,873 | $898.0K | 0.16% | −58−0.8% | Reduced |
| Bayesian Capital Management, LP | 6,863 | $896.2K | 0.11% | −1,037−13.1% | Reduced |
| Ameritas Investment Partners, Inc. | 6,831 | $892.0K | 0.03% | −173−2.5% | Reduced |
| USA Financial Portformulas Corp | 6,811 | $889.4K | 0.14% | +6,811 | New |
| O'Neil Global Advisors, Inc. | 6,800 | $888.0K | 0.23% | +6,800 | New |
| First Bank & Trust | 6,770 | $884.0K | 0.17% | +234+3.6% | Added |
| Moloney Securities Asset Management, LLC | 6,697 | $874.5K | 0.12% | +10.0% | Added |
| Centaurus Financial, Inc. | 6,692 | $874.0K | 0.06% | −1,023−13.3% | Reduced |
| HighPoint Advisor Group LLC | 6,343 | $872.7K | 0.05% | +847+15.4% | Added |
| Global Wealth Management Investment Advisory, Inc. | 6,646 | $867.8K | 0.19% | −1,483−18.2% | Reduced |
| Man Group plc | 6,632 | $866.0K | 0.00% | −191,674−96.7% | Reduced |
| Concurrent Investment Advisors, LLC | 6,533 | $853.0K | 0.03% | +985+17.8% | Added |
| Sigma Planning Corp | 6,489 | $847.3K | 0.03% | +81+1.3% | Added |
| Old National Bancorp | 6,477 | $845.8K | 0.02% | +85+1.3% | Added |
| Visionary Wealth Advisors | 6,438 | $840.7K | 0.05% | +30.0% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,417 | $837.9K | 0.21% | +10.0% | Added |
| Diversified Trust Co | 6,319 | $825.1K | 0.02% | −448−6.6% | Reduced |
| Gladstone Institutional Advisory LLC | 6,288 | $821.0K | 0.04% | +6,288 | New |
| Exchange Traded Concepts, LLC | 6,274 | $819.3K | 0.02% | +6,213+10,185.2% | Added |
| Welch & Forbes LLC | 6,250 | $816.1K | 0.01% | 00.0% | Unchanged |
| Diligent Investors, LLC | 6,229 | $813.4K | 0.19% | −75−1.2% | Reduced |
| Arete Wealth Advisors, LLC | 6,173 | $804.0K | 0.07% | −936−13.2% | Reduced |
| CAPROCK Group, Inc. | 6,112 | $798.1K | 0.03% | +2,651+76.6% | Added |
| Allianz SE | 6,110 | $797.8K | 0.02% | +4,110+205.5% | Added |
| One Capital Management, LLC | 6,077 | $793.5K | 0.03% | −715−10.5% | Reduced |
| Fidelis Capital Partners, LLC | 5,674 | $786.1K | 0.09% | −31−0.5% | Reduced |
| Spirepoint Private Client, LLC | 6,010 | $784.8K | 0.10% | +10+0.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,956 | $777.7K | 0.04% | −1,134−16.0% | Reduced |
| ProVise Management Group, LLC | 5,950 | $777.0K | 0.06% | −1,740−22.6% | Reduced |
| Good Life Advisors, LLC | 5,899 | $770.2K | 0.05% | +197+3.5% | Added |
| TFB Advisors LLC | 5,856 | $764.7K | 0.23% | +821+16.3% | Added |
| Merit Financial Group, LLC | 5,828 | $761.0K | 0.02% | −843−12.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,805 | $758.0K | 0.34% | +561+10.7% | Added |
| Petra Financial Advisors Inc | 5,741 | $749.7K | 0.49% | +5,741 | New |
| CIC Wealth, LLC | 5,740 | $749.5K | 0.19% | +55+1.0% | Added |
| Principal Street Partners, LLC | 5,812 | $749.5K | 0.12% | −714−10.9% | Reduced |
| Glenview Trust Co | 5,699 | $744.2K | 0.01% | +745+15.0% | Added |
| Greenleaf Trust | 5,693 | $743.4K | 0.01% | +1,824+47.1% | Added |
| SageView Advisory Group, LLC | 5,674 | $740.9K | 0.04% | −1,197−17.4% | Reduced |
| Ballentine Partners, LLC | 5,651 | $737.9K | 0.01% | +3,744+196.3% | Added |
| Insigneo Advisory Services, LLC | 5,648 | $737.5K | 0.07% | +1,693+42.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 5,635 | $735.8K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 5,618 | $733.6K | 0.03% | +604+12.0% | Added |
| Marks Group Wealth Management, Inc | 5,556 | $725.5K | 0.07% | −632−10.2% | Reduced |
| Strategy Asset Managers LLC | 5,556 | $725.5K | 0.14% | +5,556 | New |
| Fortress Wealth Group, LLC | 5,096 | $717.3K | 0.36% | +80+1.6% | Added |
| Huntington National Bank | 5,473 | $714.7K | 0.01% | +1,414+34.8% | Added |
| Integrated Investment Consultants, LLC | 5,409 | $706.3K | 0.15% | −1,902−26.0% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,403 | $705.5K | 0.05% | +5,403 | New |
| KCM Investment Advisors LLC | 5,400 | $705.1K | 0.02% | −233−4.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 5,358 | $699.6K | 0.01% | +300+5.9% | Added |
| Carolinas Wealth Consulting LLC | 5,321 | $694.7K | 0.13% | +414+8.4% | Added |
| BNP Paribas | 5,300 | $692.1K | 0.03% | +150+2.9% | Added |
| Stratos Wealth Advisors, LLC | 5,279 | $689.4K | 0.03% | +6+0.1% | Added |
| 9258 Wealth Management, LLC | 5,234 | $683.5K | 0.10% | −97−1.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,231 | $683.1K | 0.03% | +259+5.2% | Added |
| Angeles Wealth Management, LLC | 5,221 | $681.8K | 0.06% | +5,221 | New |
| Toth Financial Advisory Corp | 5,200 | $679.0K | 0.08% | +2,450+89.1% | Added |