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, 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.
| 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, Q4 2024
Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Basswood Capital Management, L.L.C. | 28,973 | $4.29M | 0.25% | −63,953−68.8% | Reduced |
| Maltese Capital Management LLC | 29,300 | $4.33M | 0.66% | −4,700−13.8% | Reduced |
| Bain Capital Public Equity, LP | 29,305 | $4.33M | 2.89% | +17,769+154.0% | Added |
| Bearing Point Capital, LLC | 29,358 | $4.34M | 0.91% | +29,358 | New |
| Ossiam | 29,392 | $4.35M | 0.08% | +15,484+111.3% | Added |
| Two Sigma Investments, LP | 29,558 | $4.37M | 0.01% | +234+0.8% | Added |
| Pinnbrook Capital Management LP | 29,620 | $4.38M | 1.54% | −20,201−40.5% | Reduced |
| Sit Investment Associates Inc | 30,015 | $4.44M | 0.10% | −850−2.8% | Reduced |
| Metis Global Partners, LLC | 30,346 | $4.49M | 0.14% | +1,743+6.1% | Added |
| Capital Analysts, LLC | 30,527 | $4.52M | 0.18% | −2,406−7.3% | Reduced |
| Ingalls & Snyder LLC | 30,684 | $4.54M | 0.18% | −2,121−6.5% | Reduced |
| TD Waterhouse Canada Inc. | 30,769 | $4.56M | 0.04% | +4,331+16.4% | Added |
| Jefferies Financial Group Inc. | 30,929 | $4.57M | 0.05% | +19,670+174.7% | Added |
| Proficio Capital Partners LLC | 31,270 | $4.63M | 0.38% | +316+1.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 31,600 | $4.67M | 0.14% | +28,148+815.4% | Added |
| Richard Bernstein Advisors LLC | 31,626 | $4.68M | 0.11% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 31,882 | $4.72M | 3.21% | −799−2.4% | Reduced |
| Jackson Square Partners, LLC | 31,920 | $4.72M | 0.51% | −9,655−23.2% | Reduced |
| New Mexico Educational Retirement Board | 32,200 | $4.76M | 0.16% | −300−0.9% | Reduced |
| Karani Asset Management LLC | 32,826 | $4.86M | 4.53% | +32,826 | New |
| Mesirow Financial Investment Management, Inc. | 32,983 | $4.88M | 0.10% | −2,935−8.2% | Reduced |
| NEOS Investment Management LLC | 33,015 | $4.88M | 0.12% | +7,453+29.2% | Added |
| Coastline Trust Co | 33,393 | $4.94M | 0.58% | +11,193+50.4% | Added |
| Omers Administration Corp | 33,793 | $5.00M | 0.04% | −4,918−12.7% | Reduced |
| Avitas Wealth Management LLC | 33,858 | $5.01M | 0.69% | −270−0.8% | Reduced |
| Curbstone Financial Management Corp | 33,988 | $5.03M | 1.06% | −2,370−6.5% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 34,000 | $5.03M | 0.86% | +34,000 | New |
| FIL Ltd | 34,361 | $5.08M | 0.00% | +9,087+36.0% | Added |
| Jamison Private Wealth Management, Inc. | 34,516 | $5.11M | 0.75% | −40−0.1% | Reduced |
| Larson Financial Group LLC | 34,588 | $5.12M | 0.26% | +1,316+4.0% | Added |
| Sabal Trust CO | 34,720 | $5.14M | 0.30% | +36+0.1% | Added |
| Alps Advisors Inc | 35,625 | $5.27M | 0.03% | −5,775−13.9% | Reduced |
| Cresset Asset Management, LLC | 35,721 | $5.28M | 0.03% | −13,785−27.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 35,946 | $5.32M | 0.02% | +7,105+24.6% | Added |
| Maryland State Retirement & Pension System | 36,227 | $5.36M | 0.12% | −2,611−6.7% | Reduced |
| Advisors Asset Management, Inc. | 36,274 | $5.37M | 0.10% | +819+2.3% | Added |
| Securian Asset Management, Inc | 36,280 | $5.37M | 0.16% | −960−2.6% | Reduced |
| Louisiana State Employees Retirement System | 36,300 | $5.37M | 0.10% | −1,700−4.5% | Reduced |
| Teacher Retirement System of Texas | 36,642 | $5.42M | 0.02% | +32,483+781.0% | Added |
| Close Asset Management Ltd | 36,615 | $5.42M | 0.15% | 00.0% | Unchanged |
| Dorsey Wright & Associates | 36,711 | $5.43M | 1.30% | +36,711 | New |
| Rothschild Investment LLC | 36,869 | $5.45M | 0.36% | −899−2.4% | Reduced |
| Fifth Third Bancorp | 36,923 | $5.46M | 0.02% | −1,258−3.3% | Reduced |
| Quantinno Capital Management LP | 37,091 | $5.49M | 0.05% | +11,822+46.8% | Added |
| Bleakley Financial Group, LLC | 37,650 | $5.57M | 0.17% | −2,074−5.2% | Reduced |
| Cacti Asset Management LLC | 37,630 | $5.58M | 0.43% | −4,000−9.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 38,542 | $5.70M | 0.05% | +3,471+9.9% | Added |
| Old Well Partners, LLC | 39,423 | $5.83M | 11.13% | −14,700−27.2% | Reduced |
| IFP Advisors, Inc | 40,074 | $5.93M | 0.19% | −793−1.9% | Reduced |
| O'Rourke & Company, Inc | 40,180 | $5.94M | 2.91% | −5,633−12.3% | Reduced |
| TD Private Client Wealth LLC | 40,465 | $5.99M | 0.17% | +2,178+5.7% | Added |
| Woodline Partners LP | 40,540 | $6.00M | 0.04% | +40,540 | New |
| Bowen Hanes & Co Inc | 40,560 | $6.00M | 0.16% | +40,560 | New |
| Northwestern Mutual Wealth Management Co | 41,569 | $6.15M | 0.01% | +1,275+3.2% | Added |
| Hartford Investment Management Co | 41,799 | $6.18M | 0.20% | −731−1.7% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 41,863 | $6.19M | 1.49% | 00.0% | Unchanged |
| Dilation Capital Management LP | 42,004 | $6.21M | 5.73% | +42,004 | New |
| Patton Fund Management, Inc. | 42,076 | $6.22M | 1.22% | −6,153−12.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 42,703 | $6.32M | 0.05% | +9,657+29.2% | Added |
| Pinnacle Financial Partners Inc | 42,926 | $6.33M | 0.13% | −2,654−5.8% | Reduced |
| Engle Capital Management, L.P. | 43,000 | $6.36M | 1.90% | −70,779−62.2% | Reduced |
| Wealthfront Advisers LLC | 43,341 | $6.41M | 0.02% | +16,231+59.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 42,569 | $6.47M | 0.08% | +16,116+60.9% | Added |
| Castleark Management LLC | 43,810 | $6.48M | 0.23% | −5,760−11.6% | Reduced |
| Samjo Management, LLC | 44,445 | $6.57M | 2.48% | −890−2.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 44,449 | $6.57M | 0.07% | −8,474−16.0% | Reduced |
| Jessup Wealth Management, Inc | 44,613 | $6.60M | 2.81% | −235−0.5% | Reduced |
| Gotham Asset Management, LLC | 44,654 | $6.60M | 0.06% | +435+1.0% | Added |
| Staley Capital Advisers Inc | 45,000 | $6.66M | 0.30% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 45,595 | $6.74M | 1.64% | −1,450−3.1% | Reduced |
| Kovitz Investment Group Partners, LLC | 45,931 | $6.79M | 0.03% | +26,057+131.1% | Added |
| Strategic Blueprint, LLC | 46,098 | $6.82M | 0.41% | −3,317−6.7% | Reduced |
| Kentucky Retirement Systems | 46,346 | $6.86M | 0.20% | −638−1.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 46,584 | $6.89M | 0.19% | +26,600+133.1% | Added |
| Tower Research Capital LLC (TRC) | 46,633 | $6.90M | 0.14% | +17,056+57.7% | Added |
| Beach Investment Counsel Inc | 47,100 | $6.97M | 0.94% | −16,300−25.7% | Reduced |
| Heron Bay Capital Management | 47,120 | $6.97M | 1.46% | −7,929−14.4% | Reduced |
| WMS Partners, LLC | 47,465 | $7.02M | 0.39% | −30.0% | Reduced |
| Gulf International Bank (UK) Ltd | 48,241 | $7.13M | 0.18% | −524−1.1% | Reduced |
| Logan Capital Management Inc | 48,634 | $7.19M | 0.30% | +48,634 | New |
| Marvin & Palmer Associates Inc | 49,377 | $7.30M | 5.58% | −10,548−17.6% | Reduced |
| Nordea Investment Management AB | 49,421 | $7.32M | 0.01% | −4,420−8.2% | Reduced |
| Avanza Fonder AB | 49,604 | $7.34M | 0.22% | +49,604 | New |
| Gillson Capital LP | 49,912 | $7.38M | 0.67% | +49,912 | New |
| Grand Jean Capital Management Inc | 50,067 | $7.41M | 1.72% | −6,765−11.9% | Reduced |
| Coastal Bridge Advisors, LLC | 50,195 | $7.42M | 1.87% | −3,045−5.7% | Reduced |
| Atria Investments LLC | 50,453 | $7.46M | 0.09% | +5,124+11.3% | Added |
| AQR Capital Management LLC | 51,435 | $7.61M | 0.01% | +2,221+4.5% | Added |
| Gateway Investment Advisers LLC | 51,788 | $7.66M | 0.09% | +2,169+4.4% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 51,995 | $7.69M | 0.08% | +5,145+11.0% | Added |
| BOCHK Asset Management Ltd | 52,000 | $7.69M | 2.35% | +52,000 | New |
| Toroso Investments, LLC | 52,684 | $7.79M | 0.06% | −2,418−4.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 53,048 | $7.85M | 0.19% | +3,218+6.5% | Added |
| US Bancorp | 53,186 | $7.87M | 0.01% | +2,370+4.7% | Added |
| ArrowMark Colorado Holdings LLC | 54,400 | $8.05M | 0.11% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 54,882 | $8.12M | 0.25% | +53,094+2,969.5% | Added |
| Umb Bank N A | 54,899 | $8.12M | 0.13% | +1,705+3.2% | Added |
| Waratah Capital Advisors Ltd. | 55,276 | $8.18M | 0.46% | −8,787−13.7% | Reduced |
| Denali Advisors LLC | 55,681 | $8.24M | 0.86% | +31,662+131.8% | Added |
| GWM Advisors LLC | 55,829 | $8.26M | 0.05% | +7,802+16.2% | Added |