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 |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 228 | $33.7K | 0.00% | +13+6.0% | Added |
| Pilgrim Partners Asia Pte Ltd | 230 | $34.0K | 0.03% | +230 | New |
| Talon Private Wealth, LLC | 231 | $34.2K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 246 | $36.4K | 0.01% | +246 | New |
| Resources Management Corp | 250 | $37.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 249 | $37.0K | 0.00% | +6+2.5% | Added |
| Quent Capital, LLC | 259 | $38.3K | 0.00% | +45+21.0% | Added |
| Eastern Bank | 263 | $38.9K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 276 | $40.8K | 0.00% | +272+6,800.0% | Added |
| Coppell Advisory Solutions LLC | 276 | $41.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 280 | $41.0K | 0.00% | −327−53.9% | Reduced |
| Riverview Trust Co | 285 | $42.2K | 0.04% | 00.0% | Unchanged |
| Bank of New Hampshire | 305 | $45.1K | 0.01% | +305 | New |
| Ofi Invest Asset Management | 326 | $46.6K | 0.00% | +326 | New |
| Deseret Mutual Benefit Administrators | 323 | $47.8K | 0.02% | −75−18.8% | Reduced |
| CGC Financial Services, LLC | 325 | $48.1K | 0.02% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 326 | $48.2K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 332 | $49.1K | 0.04% | −50−13.1% | Reduced |
| Parkworth Wealth Management, Inc. | 333 | $49.3K | 0.04% | +333 | New |
| Armstrong Advisory Group, Inc | 339 | $50.1K | 0.00% | +66+24.2% | Added |
| Missouri Trust & Investment Co | 343 | $50.7K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 344 | $50.9K | 0.01% | +34+11.0% | Added |
| Ameriflex Group, Inc. | 314 | $52.5K | 0.02% | +314 | New |
| Kayne Anderson Rudnick Investment Management LLC | 374 | $55.4K | 0.00% | +17+4.8% | Added |
| Glen Eagle Advisors, LLC | 427 | $63.2K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 430 | $63.6K | 0.00% | +65+17.8% | Added |
| BankPlus Trust Department | 440 | $65.1K | 0.02% | +440 | New |
| Riggs Asset Managment Co. Inc. | 445 | $66.0K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 450 | $67.0K | 0.03% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 455 | $67.0K | 0.00% | +455 | New |
| TCTC Holdings, LLC | 462 | $68.3K | 0.00% | +462 | New |
| Proequities, Inc. | 424 | $68.5K | 0.00% | +399+1,596.0% | Added |
| Oarsman Capital, Inc. | 465 | $68.8K | 0.01% | −37−7.4% | Reduced |
| VSM Wealth Advisory, LLC | 479 | $70.8K | 0.03% | +479 | New |
| CoreCap Advisors, LLC | 489 | $72.3K | 0.00% | +301+160.1% | Added |
| Versant Capital Management, Inc | 494 | $73.1K | 0.02% | +141+39.9% | Added |
| First United Bank Trust | 500 | $74.0K | 0.03% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 500 | $74.0K | 0.06% | +500 | New |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $74.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 509 | $75.2K | 0.01% | +1+0.2% | Added |
| Bruce G. Allen Investments, LLC | 520 | $76.9K | 0.06% | −25−4.6% | Reduced |
| SJS Investment Consulting Inc. | 520 | $76.9K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 519 | $77.0K | 0.01% | +519 | New |
| Caas Capital Management LP | 536 | $79.3K | 0.07% | +536 | New |
| Washington Trust Advisors, Inc. | 546 | $80.8K | 0.01% | −222−28.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 550 | $81.3K | 0.03% | 00.0% | Unchanged |
| Kings Path Partners LLC | 556 | $82.2K | 0.04% | 00.0% | Unchanged |
| Sachetta, LLC | 559 | $82.7K | 0.03% | +2+0.4% | Added |
| Arcadia Investment Management Corp | 568 | $84.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 575 | $85.0K | 0.01% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 585 | $86.5K | 0.05% | +585 | New |
| AlphaCentric Advisors LLC | 586 | $86.7K | 0.09% | −102−14.8% | Reduced |
| Princeton Global Asset Management LLC | 592 | $87.6K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 601 | $88.0K | 0.02% | +138+29.8% | Added |
| Rialto Wealth Management, LLC | 600 | $88.7K | 0.03% | +600 | New |
| West Oak Capital, LLC | 625 | $92.4K | 0.03% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 625 | $92.4K | 0.05% | −2,000−76.2% | Reduced |
| Hemington Wealth Management | 632 | $93.0K | 0.02% | +38+6.4% | Added |
| Asset Planning,Inc | 666 | $98.6K | 0.08% | +666 | New |
| Johnson Financial Group, Inc. | 590 | $98.6K | 0.00% | −2,425−80.4% | Reduced |
| Gen-Wealth Partners Inc | 710 | $105.0K | 0.05% | 00.0% | Unchanged |
| TSFG, LLC | 726 | $107.0K | 0.02% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 657 | $107.3K | 0.00% | +657 | New |
| Plato Investment Management Ltd | 743 | $110.3K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 750 | $111.0K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 765 | $113.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 786 | $116.3K | 0.02% | +547+228.9% | Added |
| Canton Hathaway, LLC | 800 | $118.0K | 0.03% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 801 | $118.5K | 0.05% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 829 | $122.6K | 0.04% | +24+3.0% | Added |
| NBT Bank N A | 860 | $127.2K | 0.01% | 00.0% | Unchanged |
| Spirit of America Management Corp | 900 | $133.1K | 0.03% | +900 | New |
| Gordian Capital Singapore Pte Ltd | 920 | $136.1K | 0.07% | +920 | New |
| Central Trust Co | 922 | $136.4K | 0.00% | +196+27.0% | Added |
| United Community Bank | 930 | $137.6K | 0.05% | +930 | New |
| Cornerstone Planning Group LLC | 862 | $138.9K | 0.03% | +7+0.8% | Added |
| Perkins Coie Trust Co | 984 | $145.5K | 0.03% | 00.0% | Unchanged |
| Delta Asset Management LLC | 986 | $145.8K | 0.01% | −5−0.5% | Reduced |
| Sound Income Strategies, LLC | 987 | $146.0K | 0.01% | +7+0.7% | Added |
| Motco | 1,000 | $147.9K | 0.02% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,000 | $147.9K | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 1,064 | $157.4K | 0.00% | +78+7.9% | Added |
| Vermillion Wealth Management, Inc. | 1,084 | $160.3K | 0.08% | +1,084 | New |
| Stephenson National Bank & Trust | 1,084 | $160.3K | 0.05% | −77−6.6% | Reduced |
| Northwest Bank & Trust Co | 1,000 | $162.9K | 0.12% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,107 | $163.8K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,110 | $164.2K | 0.00% | +199+21.8% | Added |
| LRI Investments, LLC | 1,110 | $164.2K | 0.02% | +100+9.9% | Added |
| ZRC Wealth Management, LLC | 1,118 | $165.4K | 0.07% | +93+9.1% | Added |
| Financial Perspectives, Inc | 1,120 | $165.7K | 0.06% | +1,120 | New |
| Modus Advisors, LLC | 1,160 | $171.6K | 0.05% | +1,160 | New |
| Rosenberg Matthew Hamilton | 1,172 | $173.4K | 0.05% | −313−21.1% | Reduced |
| Harbour Investments, Inc. | 1,195 | $176.8K | 0.01% | +132+12.4% | Added |
| Trust Co of Vermont | 1,200 | $177.5K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 1,283 | $189.8K | 0.11% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,289 | $190.7K | 0.03% | +70+5.7% | Added |
| Skopos Labs, Inc. | 1,326 | $196.0K | 0.06% | +162+13.9% | Added |
| Covestor Ltd | 1,321 | $196.0K | 0.12% | −46−3.4% | Reduced |
| Icon Wealth Advisors, LLC | 1,333 | $197.2K | 0.02% | +93+7.5% | Added |
| Private Trust Co NA | 1,350 | $199.7K | 0.02% | −1,254−48.2% | Reduced |