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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.

Other share classesKKRSKKRTKKR.PD

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.

Institutional holdersQ3 2024: 1,172 institutions
Q1 2021: 651 institutionsQ2 2021: 704 institutionsQ3 2021: 745 institutionsQ4 2021: 833 institutionsQ1 2022: 786 institutionsQ2 2022: 732 institutionsQ3 2022: 709 institutionsQ4 2022: 730 institutionsQ1 2023: 742 institutionsQ2 2023: 758 institutionsQ3 2023: 792 institutionsQ4 2023: 918 institutionsQ1 2024: 1,033 institutionsQ2 2024: 1,068 institutionsQ3 2024: 1,172 institutionsQ4 2024: 1,324 institutionsQ1 2025: 1,290 institutionsQ2 2025: 1,331 institutionsQ3 2025: 1,377 institutionsQ4 2025: 1,403 institutionsQ1 2026: 1,285 institutionsQ2 2026: 1,284 institutions
Value heldQ3 2024: $69.3B
Q1 2021: $22.1BQ2 2021: $26.5BQ3 2021: $27.1BQ4 2021: $33.1BQ1 2022: $26.0BQ2 2022: $21.1BQ3 2022: $20.2BQ4 2022: $22.1BQ1 2023: $25.2BQ2 2023: $26.8BQ3 2023: $31.1BQ4 2023: $41.8BQ1 2024: $50.8BQ2 2024: $56.4BQ3 2024: $69.3BQ4 2024: $78.9BQ1 2025: $61.8BQ2 2025: $71.4BQ3 2025: $68.9BQ4 2025: $69.3BQ1 2026: $49.0BQ2 2026: $50.2B
Institutions holding KKR and their total value by quarter
QuarterHoldersValue
Q2 20261,284$50.2B
Q1 20261,285$49.0B
Q4 20251,403$69.3B
Q3 20251,377$68.9B
Q2 20251,331$71.4B
Q1 20251,290$61.8B
Q4 20241,324$78.9B
Q3 20241,172$69.3B
Q2 20241,068$56.4B
Q1 20241,033$50.8B
Q4 2023918$41.8B
Q3 2023792$31.1B
Q2 2023758$26.8B
Q1 2023742$25.2B
Q4 2022730$22.1B
Q3 2022709$20.2B
Q2 2022732$21.1B
Q1 2022786$26.0B
Q4 2021833$33.1B
Q3 2021745$27.1B
Q2 2021704$26.5B
Q1 2021651$22.1B

Institutions, Q3 2024

Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q2 2024.

Institutions holding KKR in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Essex Savings Bank3,385$442.0K0.11%−33−1.0%Reduced
Leavell Investment Management, Inc.3,368$439.8K0.02%−134−3.8%Reduced
Apella Capital, LLC3,321$439.1K0.02%+106+3.3%Added
Centiva Capital, LP3,350$437.4K0.02%−3,099−48.1%Reduced
Manchester Capital Management LLC3,348$437.2K0.05%+94+2.9%Added
Cypress Wealth Services, LLC3,331$435.0K0.09%+70+2.1%Added
Johnson Investment Counsel Inc3,326$434.4K0.00%−47−1.4%Reduced
Kolinsky Wealth Management, LLC3,314$432.7K0.28%+311+10.4%Added
Argent Trust Co3,288$429.3K0.02%00.0%Unchanged
Coldstream Capital Management Inc3,267$426.6K0.01%+907+38.4%Added
Crestline Management, LP3,262$426.0K0.02%+3,262New
Mizuho Markets Americas LLC3,238$422.8K0.01%+3,238New
Ethic Inc.4,200$422.4K0.01%+574+15.8%Added
Vise Technologies, Inc.3,234$422.3K0.05%+3,234New
Schonfeld Strategic Advisors LLC3,231$421.9K0.00%−15−0.5%Reduced
Masso Torrence Wealth Management Inc.3,165$413.3K0.22%+10.0%Added
Sovereign Financial Group, Inc.3,163$413.0K0.10%−63−2.0%Reduced
V-Square Quantitative Management LLC3,124$407.9K0.06%+1,105+54.7%Added
Dudley Capital Management, LLC3,095$404.1K0.21%+80+2.7%Added
Lindbrook Capital, LLC3,077$401.8K0.04%+1,491+94.0%Added
Meadow Creek Wealth Advisors LLC3,070$400.9K0.32%+232+8.2%Added
Peapack Gladstone Financial Corp3,057$400.0K0.01%−534−14.9%Reduced
Mainstay Capital Management LLC3,063$400.0K0.07%00.0%Unchanged
Bridgefront Capital, LLC3,053$398.7K0.15%+1,141+59.7%Added
Ostrum Asset Management3,049$398.1K0.03%+37+1.2%Added
Johnson Financial Group, Inc.3,015$393.7K0.02%+130+4.5%Added
Cornerstone Advisory, LLC3,005$392.4K0.05%+120+4.2%Added
Trustmark National Bank Trust Department3,000$391.7K0.03%−26−0.9%Reduced
Wellington Shields & Co., LLC3,000$391.7K0.12%00.0%Unchanged
Cadent Capital Advisors, LLC3,000$391.7K0.13%00.0%Unchanged
Dark Forest Capital Management LP2,984$389.7K0.05%+2,984New
Aspen Grove Capital, LLC2,976$388.6K0.09%+3+0.1%Added
Verition Fund Management LLC2,965$387.2K0.00%−21,622−87.9%Reduced
Northside Capital Management, LLC2,903$379.1K0.06%00.0%Unchanged
Newbridge Financial Services Group, Inc.2,902$378.9K0.13%+2+0.1%Added
Montag A & Associates Inc2,884$376.6K0.02%00.0%Unchanged
Haverford Trust Co2,874$375.3K0.00%+473+19.7%Added
Catalyst Private Wealth, LLC2,869$374.6K0.18%00.0%Unchanged
LFA - Lugano Financial Advisors SA2,850$372.2K0.25%00.0%Unchanged
Frank, Rimerman Advisors LLC2,819$368.1K0.03%+559+24.7%Added
Childress Capital Advisors, LLC2,802$365.9K0.10%+311+12.5%Added
Guyasuta Investment Advisors Inc2,797$365.2K0.02%+188+7.2%Added
NorthRock Partners, LLC2,791$364.4K0.01%+2,791New
Shell Asset Management Co2,760$360.0K0.02%+2,760New
We Are One Seven, LLC2,753$359.5K0.02%+620+29.1%Added
Northwest Bancshares, Inc.2,725$355.8K0.06%00.0%Unchanged
Mayflower Financial Advisors, LLC2,720$355.2K0.05%+42+1.6%Added
Paradigm Asset Management Co LLC2,704$353.1K0.09%00.0%Unchanged
MBB Public Markets I LLC2,700$352.6K0.03%−42,820−94.1%Reduced
Allworth Financial LP2,678$349.7K0.00%+191+7.7%Added
Hantz Financial Services, Inc.2,647$346.0K0.01%+19+0.7%Added
Washington Trust Bank2,644$345.3K0.03%00.0%Unchanged
Advisors Capital Management, LLC2,635$344.0K0.01%+2,635New
Allen Mooney & Barnes Investment Advisors LLC2,630$343.5K0.06%00.0%Unchanged
American Capital Advisory, LLC2,625$342.8K0.20%00.0%Unchanged
Middleton & Co Inc2,622$342.4K0.04%00.0%Unchanged
Evercore Wealth Management, LLC2,615$341.5K0.01%−90−3.3%Reduced
Private Trust Co NA2,604$340.0K0.03%+1,705+189.7%Added
SRS Capital Advisors, Inc.2,603$339.9K0.03%+25+1.0%Added
Integrated Wealth Concepts LLC2,593$338.6K0.00%−339−11.6%Reduced
Commerzbank Aktiengesellschaft2,561$335.0K0.01%+2,561New
TFC Financial Management2,553$333.4K0.05%+3+0.1%Added
FFT Wealth Management LLC2,539$331.5K0.03%+106+4.4%Added
Silvercrest Asset Management Group LLC2,505$327.1K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC2,503$326.8K0.03%+740+42.0%Added
Ballast, Inc.2,500$326.4K0.09%−16−0.6%Reduced
Cypress Point Wealth Management, LLC2,490$325.1K0.13%+28+1.1%Added
LGL Partners, LLC2,482$324.1K0.05%+142+6.1%Added
Roof Eidam & Maycock2,465$321.9K0.08%+2,465New
Mount Yale Investment Advisors, LLC2,458$321.0K0.03%+9+0.4%Added
Simon Quick Advisors, LLC2,457$320.8K0.02%+262+11.9%Added
Wolverine Trading, LLC2,415$319.1K0.01%+2,415New
44 Wealth Management LLC2,300$318.7K0.11%+2,300New
Freestone Capital Holdings, LLC2,431$317.5K0.01%−299−11.0%Reduced
Sand Hill Global Advisors, LLC2,431$317.4K0.01%00.0%Unchanged
D'Orazio & Associates, Inc.2,426$316.8K0.05%+17+0.7%Added
Virtus Family Office LLC2,411$314.8K0.42%−53−2.2%Reduced
Banque Pictet & Cie SA2,400$313.4K0.00%00.0%Unchanged
Objective Capital Management, LLC2,398$313.1K0.18%+2,398New
Flagship Harbor Advisors, LLC2,392$312.3K0.02%−25−1.0%Reduced
Fundamentun, LLC2,382$311.0K0.02%+102+4.5%Added
Carmichael Hill & Associates, Inc.2,373$309.8K0.11%+4+0.2%Added
Hexagon Capital Partners LLC2,367$309.1K0.06%−57−2.4%Reduced
Drive Wealth Management, LLC2,366$309.0K0.08%+54+2.3%Added
First National Trust Co2,336$305.0K0.01%00.0%Unchanged
Jackson Wealth Management, LLC2,327$304.0K0.04%+2,327New
Thompson Davis & Co., Inc.2,325$303.6K0.22%+2,325New
Steel Peak Wealth Management LLC2,318$302.7K0.01%+19+0.8%Added
Wealthspire Advisors, LLC2,312$301.9K0.00%+2,312New
Tocqueville Asset Management L.P.2,295$299.7K0.00%−15−0.6%Reduced
Wealth Alliance2,281$297.9K0.04%+2,281New
Pring Turner Capital Group Inc2,280$297.7K0.19%−5−0.2%Reduced
Naviter Wealth, LLC2,275$297.1K0.04%+2,275New
Virtu Financial LLC2,272$297.0K0.02%−16,295−87.8%Reduced
Moneta Group Investment Advisors LLC2,272$296.7K0.00%+2,272New
Ritholtz Wealth Management2,247$293.4K0.01%+2,247New
Keystone Financial Group2,232$291.5K0.04%−351−13.6%Reduced
Brighton Jones LLC2,224$290.4K0.01%+60+2.8%Added
Dynamic Technology Lab Private Ltd2,219$290.0K0.03%−3,693−62.5%Reduced
Shepherd Financial Partners LLC2,220$289.9K0.03%+2,220New