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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, Q4 2024

Institutional positions in KKR & Co. Inc. as of Dec 31, 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
1,324
+174 vs. Q3 2024
Shares held
533.5M
+3.62M (+0.7%) vs. Q3 2024
Total value
$78.9B
+$9.75B (+14.1%) vs. Q3 2024
New holders
234
493 more added
Sold out
60
422 more reduced

22 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2024: 1,324 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 heldQ4 2024: $78.9B
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, Q4 2024

Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q3 2024.

Institutions holding KKR in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
REAP Financial Group, LLC1$740.00%+1New
NBC Securities, Inc.1$1850.02%−354−99.7%Reduced
Activest Wealth Management2$2960.00%−40−95.2%Reduced
Ancora Advisors, LLC2$2960.00%00.0%Unchanged
Y.D. More Investments Ltd846$3430.00%+468+123.8%Added
West Branch Capital LLC3$4440.00%00.0%Unchanged
Van Hulzen Asset Management, LLC4$5920.00%+4New
Global Financial Private Client, LLC4$5920.00%+4New
RE Dickinson Investment Advisors, LLC4$6000.00%+4New
Kohmann Bosshard Financial Services, LLC5$7400.00%+5New
Sugar Maple Asset Management, LLC5$7400.00%+5New
Transce3nd, LLC7$9910.00%+7New
Synergy Financial Management, LLC8$1.04K0.00%+8New
HighMark Wealth Management LLC8$1.18K0.00%+8New
True Wealth Design, LLC8$1.26K0.00%+8New
Mainstream Capital Management LLC9$1.33K0.00%+9New
Chesapeake Asset Management LLC10$1.48K0.00%+5+100.0%Added
DHJJ Financial Advisors, Ltd.10$1.48K0.00%00.0%Unchanged
UMA Financial Services, Inc.10$1.48K0.00%+10New
Cape Investment Advisory, Inc.11$1.63K0.00%+11New
Sierra Ocean, LLC11$1.63K0.00%+11New
Winnow Wealth LLC12$1.71K0.00%+12New
Core Alternative Capital12$1.77K0.00%00.0%Unchanged
Bank of Jackson Hole Trust12$1.77K0.00%+12New
JDM Financial Group LLC13$1.92K0.00%00.0%Unchanged
Aspect Partners, LLC13$1.92K0.00%00.0%Unchanged
Avion Wealth14$2.00K0.00%00.0%Unchanged
Wood Tarver Financial Group, LLC16$2.00K0.00%+16New
WestEnd Advisors, LLC14$2.07K0.00%+1+7.7%Added
Old Second National Bank of Aurora14$2.07K0.00%+14New
Capital & Planning, LLC16$2.37K0.00%+16New
Raffa Wealth Management, LLC17$2.51K0.00%00.0%Unchanged
Human Investing LLC17$2.52K0.00%+17New
TD Capital Management LLC17$2.52K0.00%+17New
Westside Investment Management, Inc.18$2.66K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC18$2.66K0.00%+18New
Global Wealth Strategies & Associates25$3.70K0.00%00.0%Unchanged
Bernard Wealth Management Corp.25$3.70K0.00%+25New
Asset Dedication, LLC27$3.99K0.00%+27New
Sittner & Nelson, LLC27$3.99K0.00%+27New
FWL Investment Management, LLC29$4.29K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC29$4.29K0.00%+29New
WealthTrak Capital Management LLC29$4.29K0.00%+29New
DiNuzzo Private Wealth, Inc.30$4.44K0.00%00.0%Unchanged
Medallion Wealth Advisors, LLC31$4.58K0.00%+31New
Arlington Trust Co LLC32$4.73K0.00%+32New
Fairman Group, LLC33$4.88K0.00%−33−50.0%Reduced
Stephens Consulting, LLC33$4.88K0.00%−7−17.5%Reduced
Briaud Financial Planning, Inc35$5.00K0.00%+35New
FSA Wealth Management LLC34$5.03K0.00%00.0%Unchanged
PFS Partners, LLC35$5.18K0.00%00.0%Unchanged
GHP Investment Advisors, Inc.36$5.33K0.00%+36New
Clark Wealth Partners37$5.47K0.00%+37New
NewSquare Capital LLC39$5.77K0.00%+39New
Continuum Advisory, LLC42$6.21K0.00%00.0%Unchanged
Bell Investment Advisors, Inc46$6.80K0.00%00.0%Unchanged
Pacific Center for Financial Services47$6.95K0.00%00.0%Unchanged
Park Place Capital Corp47$6.95K0.00%00.0%Unchanged
Private Wealth Management Group, LLC48$7.10K0.00%−3−5.9%Reduced
Bellevue Asset Management, LLC49$7.25K0.00%−4−7.5%Reduced
Salem Investment Counselors Inc51$7.54K0.00%−10−16.4%Reduced
Annis Gardner Whiting Capital Advisors, LLC61$9.02K0.00%−3−4.7%Reduced
Householder Group Estate & Retirement Specialist, LLC70$10.0K0.01%−115−62.2%Reduced
Financial Management Professionals, Inc.72$10.7K0.00%+3+4.3%Added
High Note Wealth, LLC73$10.8K0.00%+73New
Wolff Wiese Magana LLC77$11.4K0.01%00.0%Unchanged
Valued Wealth Advisors LLC87$12.9K0.01%+21+31.8%Added
Venturi Wealth Management, LLC88$13.0K0.00%−6−6.4%Reduced
Murphy & Mullick Capital Management Corp89$13.2K0.01%+89New
Whipplewood Advisors, LLC89$13.2K0.01%+89New
Christopher J. Hasenberg, Inc93$13.8K0.01%00.0%Unchanged
Highline Wealth Partners LLC95$14.1K0.00%+32+50.8%Added
Global Trust Asset Management, LLC100$14.8K0.01%00.0%Unchanged
Innovative Advisory Group, LLC100$14.8K0.01%+100New
FPC Investment Advisory, Inc.89$14.9K0.01%+89New
Creative Financial Designs Inc109$16.1K0.00%+1+0.9%Added
Kestra Investment Management, LLC111$16.4K0.00%+111New
WPG Advisers, LLC112$16.6K0.02%+112New
JFS Wealth Advisors, LLC114$16.9K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.116$17.2K0.00%00.0%Unchanged
New Wave Wealth Advisors LLC118$17.5K0.01%+118New
Colonial Trust Co118$17.5K0.00%+38+47.5%Added
Grove Bank & Trust119$17.6K0.00%00.0%Unchanged
Insight Financial Services119$17.6K0.01%+54+83.1%Added
MCF Advisors LLC131$19.4K0.00%+131New
Atticus Wealth Management, LLC133$19.7K0.01%00.0%Unchanged
Carolina Wealth Advisors, LLC134$19.8K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC156$23.0K0.00%00.0%Unchanged
Abound Wealth Management160$23.6K0.01%−4−2.4%Reduced
Pacific Capital Wealth Advisors, Inc167$24.7K0.00%00.0%Unchanged
McIlrath & Eck, LLC175$25.9K0.00%+175New
Hanson & Doremus Investment Management180$27.0K0.00%+180New
Pathway Financial Advisers, LLC186$27.5K0.01%00.0%Unchanged
Meeder Asset Management Inc186$27.5K0.00%−6−3.1%Reduced
Crews Bank & Trust204$30.2K0.01%+204New
Raleigh Capital Management Inc.206$30.5K0.01%−29−12.3%Reduced
Geneos Wealth Management Inc.217$32.1K0.00%+36+19.9%Added
Pinnacle Bancorp, Inc.221$32.7K0.01%−46−17.2%Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.228$33.7K0.01%+50+28.1%Added
Compass Wealth Management LLC228$33.7K0.01%00.0%Unchanged