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 |
|---|---|---|---|---|---|
| Stratos Wealth Partners, LTD. | 5,169 | $675.0K | 0.01% | +879+20.5% | Added |
| Okabena Investment Services Inc | 5,168 | $674.8K | 0.19% | +314+6.5% | Added |
| MGB Wealth Management, LLC | 5,150 | $672.5K | 0.25% | +500+10.8% | Added |
| Red Door Wealth Management, LLC | 5,144 | $671.7K | 0.11% | −5,016−49.4% | Reduced |
| NFC Investments, LLC | 5,140 | $671.0K | 0.19% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 5,097 | $665.6K | 0.02% | +1,045+25.8% | Added |
| Prospera Financial Services Inc | 5,080 | $663.5K | 0.02% | −196−3.7% | Reduced |
| Sweeney & Michel, LLC | 4,731 | $661.5K | 0.26% | +7+0.1% | Added |
| Principle Wealth Partners LLC | 5,020 | $655.5K | 0.05% | −1,500−23.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5,000 | $652.9K | 0.01% | −400−7.4% | Reduced |
| FJ Capital Management LLC | 4,899 | $639.7K | 0.07% | +4,899 | New |
| Edgemoor Investment Advisors, Inc. | 4,892 | $638.8K | 0.06% | +52+1.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,873 | $636.3K | 0.03% | +3,518+259.6% | Added |
| Jump Financial, LLC | 4,839 | $631.9K | 0.01% | +1,294+36.5% | Added |
| Emerald Advisers, LLC | 4,836 | $631.5K | 0.02% | 00.0% | Unchanged |
| Eschler Asset Management LLP | 4,815 | $628.7K | 0.94% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,800 | $626.8K | 0.11% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 4,800 | $626.8K | 0.09% | +15+0.3% | Added |
| EP Wealth Advisors, LLC | 4,795 | $626.1K | 0.01% | +504+11.7% | Added |
| Legacy Wealth Management, LLC | 4,774 | $623.4K | 0.23% | +4,774 | New |
| Fusion Capital, LLC | 4,723 | $616.7K | 0.26% | +7+0.1% | Added |
| Mount Lucas Management LP | 4,720 | $616.3K | 0.21% | +116+2.5% | Added |
| Aft, Forsyth & Sober, LLC | 4,700 | $613.7K | 0.20% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 4,687 | $612.0K | 0.01% | +29+0.6% | Added |
| Emprise Bank | 4,681 | $611.2K | 0.35% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 4,667 | $609.4K | 0.03% | +177+3.9% | Added |
| Islay Capital Management, LLC | 4,656 | $608.0K | 0.41% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 4,638 | $605.6K | 0.01% | −529−10.2% | Reduced |
| Fountainhead AM, LLC | 4,625 | $603.9K | 0.13% | −419−8.3% | Reduced |
| Atomi Financial Group, Inc. | 4,582 | $598.3K | 0.04% | +1,012+28.3% | Added |
| Keystone Investors Pte Ltd | 4,567 | $596.4K | 0.04% | −1,514−24.9% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 4,544 | $593.0K | 0.04% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 4,540 | $592.8K | 0.05% | −4,485−49.7% | Reduced |
| Family Management Corp | 4,538 | $592.6K | 0.10% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 4,530 | $592.0K | 0.01% | +2,090+85.7% | Added |
| Evoke Wealth, LLC | 4,527 | $591.1K | 0.02% | +4,527 | New |
| Baldwin Investment Management, LLC | 4,500 | $587.6K | 0.07% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 4,500 | $587.6K | 0.12% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 4,496 | $587.1K | 0.30% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 4,493 | $586.7K | 0.02% | 00.0% | Unchanged |
| RDA Financial Network | 4,399 | $574.4K | 0.18% | −41−0.9% | Reduced |
| Gateway Advisory, LLC | 4,366 | $570.1K | 0.09% | +132+3.1% | Added |
| Samalin Investment Counsel, LLC | 4,331 | $565.5K | 0.25% | −562−11.5% | Reduced |
| FreeGulliver LLC | 4,303 | $561.9K | 0.33% | +78+1.8% | Added |
| Premier Path Wealth Partners, LLC | 4,295 | $560.8K | 0.09% | +64+1.5% | Added |
| Keel Point, LLC | 4,267 | $557.2K | 0.05% | +154+3.7% | Added |
| MONECO Advisors, LLC | 4,230 | $552.4K | 0.07% | 00.0% | Unchanged |
| Twinbeech Capital LP | 4,216 | $550.5K | 0.01% | −19,773−82.4% | Reduced |
| Watershed Private Wealth LLC | 4,179 | $545.7K | 0.22% | +22+0.5% | Added |
| Teacher Retirement System of Texas | 4,159 | $543.0K | 0.00% | −119,905−96.6% | Reduced |
| Benjamin Edwards Inc | 4,123 | $538.4K | 0.01% | +1,345+48.4% | Added |
| New Century Financial Group, LLC | 4,122 | $538.3K | 0.20% | +549+15.4% | Added |
| Venture Visionary Partners LLC | 4,082 | $533.1K | 0.02% | −190−4.4% | Reduced |
| Total Clarity Wealth Management, Inc. | 4,060 | $530.2K | 0.17% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 4,022 | $525.2K | 0.08% | 00.0% | Unchanged |
| Concord Wealth Partners | 4,012 | $523.9K | 0.09% | −120−2.9% | Reduced |
| L.M. Kohn & Company | 3,992 | $521.3K | 0.13% | +420+11.8% | Added |
| Global Retirement Partners, LLC | 3,979 | $519.6K | 0.02% | +1,037+35.2% | Added |
| Kovack Advisors, Inc. | 3,974 | $518.9K | 0.05% | −193−4.6% | Reduced |
| Parcion Private Wealth LLC | 3,969 | $518.3K | 0.04% | +3,969 | New |
| Summit Trail Advisors, LLC | 3,955 | $516.5K | 0.01% | +349+9.7% | Added |
| Legacy Advisors, LLC | 3,951 | $515.9K | 0.06% | +288+7.9% | Added |
| Shelton Capital Management | 3,943 | $514.9K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 3,925 | $512.5K | 0.17% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 3,900 | $509.3K | 0.12% | −5,380−58.0% | Reduced |
| Register Financial Advisors LLC | 3,895 | $508.7K | 0.26% | −98−2.5% | Reduced |
| Northwest & Ethical Investments L.P. | 3,880 | $506.8K | 0.01% | +1,731+80.5% | Added |
| Tradition Wealth Management, LLC | 3,869 | $505.2K | 0.05% | −46−1.2% | Reduced |
| Howard Capital Management Inc. | 3,868 | $505.1K | 0.01% | +3,868 | New |
| Asahi Life Asset Management Co., Ltd. | 3,850 | $502.7K | 0.30% | +3,850 | New |
| Calamos Wealth Management LLC | 3,840 | $501.4K | 0.03% | −17−0.4% | Reduced |
| Knightsbridge Asset Management, LLC | 3,825 | $499.4K | 0.11% | −10−0.3% | Reduced |
| Hardin Capital Partners, LLC | 3,800 | $499.1K | 0.28% | 00.0% | Unchanged |
| Ade, LLC | 3,805 | $496.9K | 0.31% | 00.0% | Unchanged |
| XML Financial, LLC | 3,779 | $493.5K | 0.05% | +806+27.1% | Added |
| TAGStone Capital, Inc. | 3,771 | $492.0K | 0.25% | +5+0.1% | Added |
| Resurgent Financial Advisors LLC | 3,764 | $491.5K | 0.29% | +4+0.1% | Added |
| Ssi Investment Management LLC | 3,703 | $483.5K | 0.04% | −3−0.1% | Reduced |
| Ronald Blue Trust, Inc. | 4,591 | $483.2K | 0.01% | +1,879+69.3% | Added |
| Aaron Wealth Advisors | 3,688 | $481.6K | 0.06% | +457+14.1% | Added |
| Optiver Holding B.V. | 3,669 | $479.1K | 0.01% | +3,669 | New |
| Westpac Banking Corp | 3,626 | $473.5K | 0.03% | 00.0% | Unchanged |
| Morningstar Investment Services LLC | 3,572 | $472.0K | 0.00% | +747+26.4% | Added |
| Clearwater Capital Advisors, LLC | 3,595 | $469.4K | 0.05% | 00.0% | Unchanged |
| Trust Co of Kansas | 3,593 | $469.0K | 0.23% | 00.0% | Unchanged |
| Leo Wealth, LLC | 3,562 | $465.2K | 0.04% | −14−0.4% | Reduced |
| Panagora Asset Management Inc | 3,561 | $465.0K | 0.00% | −3−0.1% | Reduced |
| Cercano Management LLC | 3,560 | $464.9K | 0.01% | +3,560 | New |
| Citizens National Bank Trust Department | 3,555 | $464.2K | 0.10% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 3,551 | $463.7K | 0.19% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,545 | $463.0K | 0.05% | +105+3.1% | Added |
| Hodges Capital Management Inc. | 3,508 | $458.1K | 0.03% | +3+0.1% | Added |
| HHM Wealth Advisors, LLC | 3,488 | $455.5K | 0.06% | −121−3.4% | Reduced |
| Signature Estate & Investment Advisors LLC | 3,483 | $454.8K | 0.01% | +982+39.3% | Added |
| Fort Sheridan Advisors LLC | 3,467 | $452.7K | 0.07% | −562−13.9% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 3,452 | $450.8K | 0.02% | +218+6.7% | Added |
| Axxcess Wealth Management, LLC | 3,448 | $450.3K | 0.01% | +2+0.1% | Added |
| Atlanta Consulting Group Advisors, LLC | 3,441 | $449.3K | 0.11% | +3,441 | New |
| Fiduciary Family Office, LLC | 3,417 | $446.2K | 0.15% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,398 | $443.8K | 0.01% | +401+13.4% | Added |