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 |
|---|---|---|---|---|---|
| Arrowstreet Capital, Limited Partnership | 56,423 | $8.35M | 0.01% | +28,862+104.7% | Added |
| Mackenzie Financial Corp | 56,598 | $8.37M | 0.01% | −6,247−9.9% | Reduced |
| AE Wealth Management LLC | 57,085 | $8.44M | 0.07% | +8,566+17.7% | Added |
| Oregon Public Employees Retirement Fund | 57,880 | $8.56M | 0.16% | +190+0.3% | Added |
| Menlo Advisors LLC | 58,320 | $8.63M | 4.40% | −2,250−3.7% | Reduced |
| Sterling Investment Advisors, Ltd. | 58,943 | $8.72M | 2.11% | −4,320−6.8% | Reduced |
| Atria Wealth Solutions, Inc. | 59,626 | $8.82M | 0.10% | +64+0.1% | Added |
| Elo Mutual Pension Insurance Co | 59,720 | $8.83M | 0.19% | +4,886+8.9% | Added |
| Triangle Securities Wealth Management | 60,842 | $9.00M | 2.31% | −5,097−7.7% | Reduced |
| Beck Mack & Oliver LLC | 60,866 | $9.00M | 0.17% | −700−1.1% | Reduced |
| Brinker Capital Investments, LLC | 61,473 | $9.09M | 0.09% | −1,906−3.0% | Reduced |
| Orion Portfolio Solutions, LLC | 61,473 | $9.09M | 0.09% | −1,906−3.0% | Reduced |
| Chicago Partners Investment Group LLC | 63,540 | $9.42M | 0.31% | +38,788+156.7% | Added |
| Mizuho Securities USA LLC | 63,980 | $9.46M | 0.17% | +20,247+46.3% | Added |
| Osborne Partners Capital Management, LLC | 64,165 | $9.49M | 0.55% | −2,657−4.0% | Reduced |
| DJE Kapital AG | 64,837 | $9.52M | 0.22% | +64,837 | New |
| Empowered Funds, LLC | 65,071 | $9.62M | 0.14% | +4,341+7.1% | Added |
| Yousif Capital Management, LLC | 65,664 | $9.71M | 0.11% | −7,199−9.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 66,000 | $9.76M | 0.02% | +66,000 | New |
| Calamos Advisors LLC | 66,086 | $9.77M | 0.05% | −61,086−48.0% | Reduced |
| Pacer Advisors, Inc. | 66,577 | $9.85M | 0.02% | +16,554+33.1% | Added |
| Oversea-Chinese Banking CORP Ltd | 67,025 | $9.92M | 0.28% | −25,718−27.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 68,172 | $10.1M | 0.02% | +3,195+4.9% | Added |
| Kestra Advisory Services, LLC | 68,191 | $10.1M | 0.06% | +1,865+2.8% | Added |
| Pathstone Holdings, LLC | 68,414 | $10.1M | 0.04% | +6,289+10.1% | Added |
| Nisa Investment Advisors, LLC | 69,154 | $10.2M | 0.04% | +1,527+2.3% | Added |
| Hudson Bay Capital Management LP | 70,000 | $10.4M | 0.06% | 00.0% | Unchanged |
| Natixis | 70,932 | $10.5M | 0.07% | +35,104+98.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 72,019 | $10.7M | 0.11% | +4,164+6.1% | Added |
| Swedbank AB | 72,759 | $10.8M | 0.01% | +385+0.5% | Added |
| Jane Street Group, LLC | 73,076 | $10.8M | 0.02% | −39,474−35.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 73,955 | $10.9M | 0.07% | +70,724+2,188.9% | Added |
| Unisphere Establishment | 74,500 | $11.0M | 0.10% | 00.0% | Unchanged |
| B & T Capital Management DBA Alpha Capital Management | 74,744 | $11.1M | 2.03% | −6,912−8.5% | Reduced |
| Covey Capital Advisors, LLC | 75,280 | $11.1M | 12.66% | −7,390−8.9% | Reduced |
| Capital Fund Management S.A. | 75,727 | $11.2M | 0.11% | +75,727 | New |
| Mirae Asset Global Investments Co., Ltd. | 75,606 | $11.3M | 0.05% | +24,607+48.2% | Added |
| Financial Counselors Inc | 76,481 | $11.3M | 0.17% | +179+0.2% | Added |
| State of Alaska, Department of Revenue | 76,965 | $11.4M | 0.13% | −1,375−1.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 77,091 | $11.4M | 0.03% | +19,205+33.2% | Added |
| Creative Planning | 77,107 | $11.4M | 0.01% | +7,980+11.5% | Added |
| Nissay Asset Management Corp | 76,564 | $11.5M | 0.07% | −677−0.9% | Reduced |
| Nomura Holdings Inc | 78,058 | $11.5M | 0.06% | +63,926+452.3% | Added |
| Assetmark, Inc | 79,534 | $11.8M | 0.03% | −5,850−6.9% | Reduced |
| Cinctive Capital Management LP | 79,619 | $11.8M | 0.63% | +43,433+120.0% | Added |
| ExodusPoint Capital Management, LP | 79,623 | $11.8M | 0.12% | +79,623 | New |
| Schroder Investment Management Group | 80,086 | $11.9M | 0.01% | +13,065+19.5% | Added |
| Mutual of America Capital Management LLC | 80,871 | $12.0M | 0.13% | −2,179−2.6% | Reduced |
| Palisade Capital Management LLC | 83,758 | $12.4M | 0.33% | 00.0% | Unchanged |
| Community Trust & Investment Co | 84,301 | $12.5M | 0.77% | +2,385+2.9% | Added |
| Public Employees Retirement Association of Colorado | 85,002 | $12.6M | 0.05% | +226+0.3% | Added |
| Texas Yale Capital Corp. | 86,363 | $12.8M | 0.51% | +124+0.1% | Added |
| Campbell Capital Management Inc | 87,068 | $12.9M | 5.04% | +1,701+2.0% | Added |
| Jennison Associates LLC | 87,551 | $12.9M | 0.01% | −6,198−6.6% | Reduced |
| Diamond Hill Capital Management Inc | 87,688 | $13.0M | 0.06% | −14,828−14.5% | Reduced |
| Janus Henderson Group PLC | 88,483 | $13.1M | 0.01% | −4,870−5.2% | Reduced |
| Triavera Capital LLC | 88,591 | $13.1M | 7.89% | +88,591 | New |
| AXA S.A. | 88,800 | $13.1M | 0.04% | +58,801+196.0% | Added |
| City of London Investment Management Co Ltd | 90,229 | $13.3M | 1.32% | −48,203−34.8% | Reduced |
| Global Frontier Investments LLC | 91,000 | $13.5M | 3.46% | +91,000 | New |
| MML Investors Services, LLC | 91,195 | $13.5M | 0.05% | +20,782+29.5% | Added |
| Advisor Group Holdings, Inc. | 100,070 | $13.7M | 0.03% | +10,568+11.8% | Added |
| Daiwa Securities Group Inc. | 92,566 | $13.7M | 0.06% | +13,353+16.9% | Added |
| Lavaca Capital LLC | 92,800 | $13.7M | 6.03% | −2,700−2.8% | Reduced |
| Mirador Capital Partners LP | 94,412 | $14.0M | 2.53% | +1,319+1.4% | Added |
| Teachers Retirement System of the State of Kentucky | 94,643 | $14.0M | 0.12% | +94,643 | New |
| HighTower Advisors, LLC | 94,782 | $14.0M | 0.02% | +9,331+10.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 95,675 | $14.2M | 0.14% | −4,100−4.1% | Reduced |
| Truist Financial Corp | 96,034 | $14.2M | 0.02% | +8,618+9.9% | Added |
| Commonwealth Equity Services, LLC | 96,516 | $14.3M | 0.02% | +7,590+8.5% | Added |
| Police & Firemen's Retirement System of New Jersey | 97,883 | $14.5M | 0.14% | +97,883 | New |
| EverSource Wealth Advisors, LLC | 98,038 | $14.5M | 0.82% | −304−0.3% | Reduced |
| Comerica Bank | 98,115 | $14.5M | 0.06% | −10,748−9.9% | Reduced |
| New York Life Investment Management LLC | 100,007 | $14.8M | 0.14% | +161+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 100,646 | $14.9M | 0.05% | +903+0.9% | Added |
| Chickasaw Capital Management LLC | 101,583 | $15.0M | 0.61% | −680−0.7% | Reduced |
| Robeco Institutional Asset Management B.V. | 102,000 | $15.1M | 0.03% | +1,730+1.7% | Added |
| Matthew 25 Management Corp | 102,500 | $15.2M | 4.81% | −10,000−8.9% | Reduced |
| Lynwood Price Capital Management LP | 103,500 | $15.3M | 10.55% | +103,500 | New |
| CIBC World Markets Corp | 104,082 | $15.4M | 0.09% | −23,434−18.4% | Reduced |
| Lountzis Asset Management, LLC | 106,284 | $15.7M | 6.66% | −538−0.5% | Reduced |
| CIBC Asset Management Inc | 109,201 | $16.2M | 0.05% | +4,802+4.6% | Added |
| USS Investment Management Ltd | 110,308 | $16.3M | 0.12% | −20,929−15.9% | Reduced |
| Sanctuary Advisors, LLC | 98,319 | $16.4M | 0.10% | +5,578+6.0% | Added |
| Varma Mutual Pension Insurance Co | 111,127 | $16.4M | 0.12% | −50,900−31.4% | Reduced |
| IFM Investors Pty Ltd | 111,173 | $16.4M | 0.17% | −10,692−8.8% | Reduced |
| Xponance, Inc. | 111,394 | $16.5M | 0.15% | +4,022+3.7% | Added |
| Utah Retirement Systems | 111,600 | $16.5M | 0.18% | +200+0.2% | Added |
| Federation des caisses Desjardins du Quebec | 114,058 | $16.9M | 0.09% | −2,585−2.2% | Reduced |
| Jupiter Asset Management Ltd | 114,184 | $16.9M | 0.16% | +38,524+50.9% | Added |
| Perennial Advisors, LLC | 115,149 | $17.0M | 3.71% | +115,149 | New |
| Cookson Peirce & Co Inc | 116,540 | $17.2M | 0.78% | −70.0% | Reduced |
| Private Wealth Partners, LLC | 116,595 | $17.2M | 1.32% | −5,080−4.2% | Reduced |
| Buffington Mohr McNeal | 116,605 | $17.2M | 2.86% | −533−0.5% | Reduced |
| Point72 (DIFC) Ltd | 117,550 | $17.4M | 1.57% | +35,450+43.2% | Added |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 117,747 | $17.4M | 1.37% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 118,213 | $17.5M | 0.11% | −107,546−47.6% | Reduced |
| British Columbia Investment Management Corp | 118,954 | $17.6M | 0.10% | +15,297+14.8% | Added |
| Whittier Trust Co | 119,239 | $17.6M | 0.23% | +3,647+3.2% | Added |
| KBC Group NV | 121,855 | $18.0M | 0.05% | −15,412−11.2% | Reduced |