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 |
|---|---|---|---|---|---|
| TCW Group Inc | 307,804 | $45.5M | 0.38% | +55,876+22.2% | Added |
| TD Asset Management Inc | 307,884 | $45.5M | 0.04% | −46,088−13.0% | Reduced |
| Artemis Investment Management LLP | 322,143 | $47.6M | 0.68% | +322,143 | New |
| Vident Advisory, LLC | 328,446 | $48.6M | 0.85% | +316,423+2,631.8% | Added |
| Bahl & Gaynor Inc | 331,005 | $49.0M | 0.26% | +21,930+7.1% | Added |
| STRS Ohio | 337,440 | $49.9M | 0.20% | −106,005−23.9% | Reduced |
| Rathbone Brothers plc | 337,482 | $49.9M | 0.24% | +311,842+1,216.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 339,388 | $50.2M | 0.10% | +339,388 | New |
| Capital International Inc | 348,299 | $51.5M | 0.61% | +33,826+10.8% | Added |
| Lord, Abbett & Co. LLC | 350,712 | $51.9M | 0.16% | −37,259−9.6% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 356,756 | $52.8M | 0.16% | −7,351−2.0% | Reduced |
| Sapient Capital LLC | 363,095 | $53.7M | 1.03% | +4,963+1.4% | Added |
| Gamco Investors, Inc. Et Al | 364,708 | $53.9M | 0.56% | −10,231−2.7% | Reduced |
| Prudential Financial Inc | 366,038 | $54.1M | 0.07% | −72,051−16.4% | Reduced |
| Partners Group Holding AG | 373,052 | $55.2M | 1.98% | −183,108−32.9% | Reduced |
| Aviva PLC | 376,159 | $55.6M | 0.14% | +222,167+144.3% | Added |
| Colony Group, LLC | 381,354 | $56.4M | 0.15% | +1,466+0.4% | Added |
| Stifel Financial Corp | 381,427 | $56.4M | 0.06% | +43,770+13.0% | Added |
| State of Wisconsin Investment Board | 381,757 | $56.5M | 0.15% | −20,690−5.1% | Reduced |
| Nomura Asset Management Co Ltd | 382,793 | $56.6M | 0.17% | +153,567+67.0% | Added |
| Meitav Dash Investments Ltd | 400,641 | $59.2M | 1.00% | +40,365+11.2% | Added |
| First Trust Advisors LP | 401,035 | $59.3M | 0.05% | +104,274+35.1% | Added |
| LGT Capital Partners Ltd. | 409,500 | $60.6M | 2.30% | −56,700−12.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 411,559 | $60.9M | 0.04% | −2,342,728−85.1% | Reduced |
| Storebrand Asset Management AS | 426,543 | $63.1M | 0.19% | +8,024+1.9% | Added |
| Border to Coast Pensions Partnership Ltd | 450,000 | $66.5M | 1.30% | +5,000+1.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 455,181 | $67.3M | 0.07% | +80,359+21.4% | Added |
| APG Asset Management N.V. | 488,505 | $69.8M | 0.19% | +376,499+336.1% | Added |
| Keystone Investors Pte Ltd | 476,797 | $70.5M | 4.93% | +472,230+10,340.0% | Added |
| New York State Teachers Retirement System | 480,954 | $71.1M | 0.15% | −1,321−0.3% | Reduced |
| National Philanthropic Trust | 485,572 | $71.8M | 1.04% | +70.0% | Added |
| Korea Investment CORP | 488,741 | $72.3M | 0.17% | −489,773−50.1% | Reduced |
| Mariner, LLC | 531,391 | $78.6M | 0.13% | −25,696−4.6% | Reduced |
| National Bank of Canada | 540,705 | $80.0M | 0.10% | +12,851+2.4% | Added |
| Great West Life Assurance Co | 541,791 | $80.2M | 0.14% | +3,694+0.7% | Added |
| Atalanta Sosnoff Capital, LLC | 571,807 | $84.6M | 1.84% | −9,318−1.6% | Reduced |
| Zurich Insurance Group Ltd | 572,098 | $84.6M | 0.69% | −10,049−1.7% | Reduced |
| Natixis Advisors, L.P. | 576,741 | $85.3M | 0.16% | +5,652+1.0% | Added |
| Frontier Capital Management Co LLC | 607,824 | $89.9M | 0.85% | −225,316−27.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 629,700 | $93.1M | 0.16% | −31,000−4.7% | Reduced |
| State Board of Administration of Florida Retirement System | 630,255 | $93.2M | 0.18% | +9,130+1.5% | Added |
| Holocene Advisors, LP | 631,262 | $93.4M | 0.30% | −192,808−23.4% | Reduced |
| Squarepoint Ops LLC | 647,337 | $95.7M | 0.25% | +629,180+3,465.2% | Added |
| Balyasny Asset Management LLC | 678,651 | $100.4M | 0.23% | +568,890+518.3% | Added |
| Franklin Resources Inc | 680,999 | $100.7M | 0.03% | −85,593−11.2% | Reduced |
| LPL Financial LLC | 702,200 | $103.9M | 0.04% | +187,317+36.4% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 715,717 | $105.9M | 0.14% | −90,785−11.3% | Reduced |
| PointState Capital LP | 722,564 | $106.9M | 2.43% | −184,834−20.4% | Reduced |
| Bain Capital Public Equity Management II, LLC | 734,651 | $108.7M | 5.00% | −110,256−13.0% | Reduced |
| Neuberger Berman Group LLC | 795,394 | $117.6M | 0.09% | +487,950+158.7% | Added |
| American Century Companies Inc | 798,507 | $118.1M | 0.07% | +693,121+657.7% | Added |
| New York State Common Retirement Fund | 805,594 | $119.2M | 0.16% | +8,800+1.1% | Added |
| BNP Paribas Arbitrage, SA | 815,496 | $120.6M | 0.09% | +49,632+6.5% | Added |
| Alliancebernstein L.P. | 845,636 | $125.1M | 0.04% | +120,928+16.7% | Added |
| Hudson Way Capital Management LLC | 856,925 | $126.7M | 14.32% | −115,075−11.8% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 875,778 | $129.5M | 0.42% | −934,973−51.6% | Reduced |
| Macquarie Group Ltd | 913,276 | $131.2M | 0.16% | −357,645−28.1% | Reduced |
| Assenagon Asset Management S.A. | 890,926 | $131.8M | 0.24% | +338,019+61.1% | Added |
| Ensign Peak Advisors, Inc | 915,870 | $135.5M | 0.24% | +91,600+11.1% | Added |
| California State Teachers Retirement System | 940,971 | $139.2M | 0.16% | −45,950−4.7% | Reduced |
| SEI Investments Co | 966,163 | $142.9M | 0.18% | −264,955−21.5% | Reduced |
| Roberts Foundation | 1,000,000 | $147.9M | 70.84% | +1,000,000 | New |
| Allspring Global Investments Holdings, LLC | 1,047,382 | $156.2M | 0.25% | +503,365+92.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,028,820 | $156.4M | 0.15% | +92,118+9.8% | Added |
| Rhumbline Advisers | 1,062,727 | $157.2M | 0.14% | −13,870−1.3% | Reduced |
| Gabelli Funds LLC | 1,082,637 | $160.1M | 1.20% | −9,206−0.8% | Reduced |
| Ameriprise Financial Inc | 1,173,947 | $173.6M | 0.04% | −161,058−12.1% | Reduced |
| HSBC Holdings PLC | 1,230,935 | $182.4M | 0.11% | −105,694−7.9% | Reduced |
| Bank of Montreal | 1,252,409 | $185.2M | 0.09% | −47,623−3.7% | Reduced |
| National Pension Service | 1,267,741 | $187.5M | 0.18% | +84,964+7.2% | Added |
| Envestnet Asset Management Inc | 1,336,716 | $197.7M | 0.06% | +103,924+8.4% | Added |
| Clearbridge Investments, LLC | 1,362,269 | $201.5M | 0.16% | +20,631+1.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,389,891 | $205.6M | 0.14% | +16,574+1.2% | Added |
| 1832 Asset Management L.P. | 1,417,596 | $209.7M | 0.37% | −180,933−11.3% | Reduced |
| Markel Group Inc.SuperinvestorMarkel Group | 1,451,800 | $214.7M | 1.89% | 00.0% | Unchanged |
| Raymond James Financial Inc | 1,480,076 | $218.9M | 0.08% | +1,480,076 | New |
| Voya Investment Management LLC | 1,511,081 | $223.5M | 0.23% | +143,025+10.5% | Added |
| Citigroup Inc | 1,528,665 | $226.1M | 0.22% | +822,534+116.5% | Added |
| Dimensional Fund Advisors LP | 1,549,712 | $229.2M | 0.06% | +900+0.1% | Added |
| Bessemer Group Inc | 1,611,385 | $238.3M | 0.39% | −21,600−1.3% | Reduced |
| California Public Employees Retirement System | 1,684,299 | $249.1M | 0.17% | −7,467−0.4% | Reduced |
| Barclays PLC | 1,757,543 | $260.0M | 0.13% | −568,660−24.4% | Reduced |
| Deutsche Bank AG | 1,895,158 | $280.3M | 0.11% | +902,487+90.9% | Added |
| Ci Investments Inc. | 1,939,565 | $286.9M | 1.08% | +35,400+1.9% | Added |
| UBS Group AG | 1,950,151 | $288.4M | 0.06% | +400,858+25.9% | Added |
| Canada Pension Plan Investment Board | 2,101,292 | $310.8M | 0.30% | −62,576−2.9% | Reduced |
| Amundi | 2,136,126 | $316.7M | 0.11% | +728,515+51.8% | Added |
| Royal Bank of Canada | 2,152,639 | $318.4M | 0.07% | +422,032+24.4% | Added |
| GQG Partners LLC | 2,202,368 | $325.8M | 0.48% | +2,202,368 | New |
| Wells Fargo & Company | 2,223,202 | $328.8M | 0.08% | −69,975−3.1% | Reduced |
| Citadel Advisors LLC | 2,399,726 | $354.9M | 0.33% | +779,735+48.1% | Added |
| Millennium Management LLC | 2,407,761 | $356.1M | 0.31% | +136,641+6.0% | Added |
| Coatue Management LLCSuperinvestorCoatue Management | 2,661,938 | $393.7M | 1.33% | −57,317−2.1% | Reduced |
| Capital Research Global Investors | 2,824,189 | $417.7M | 0.09% | −760,776−21.2% | Reduced |
| Goldman Sachs Group Inc | 3,007,428 | $444.8M | 0.09% | −391,202−11.5% | Reduced |
| Price T Rowe Associates Inc | 3,066,190 | $453.5M | 0.05% | +384,981+14.4% | Added |
| Winslow Capital Management, LLC | 3,073,500 | $454.6M | 1.62% | −1,130,724−26.9% | Reduced |
| Kempen Capital Management N.V. | 3,083,476 | $456.1M | 4.54% | −537,511−14.8% | Reduced |
| UBS Asset Management Americas Inc | 3,345,537 | $494.8M | 0.12% | +322,612+10.7% | Added |
| Charles Schwab Investment Management Inc | 3,772,331 | $558.0M | 0.10% | +85,461+2.3% | Added |