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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
Clifford Group, LLC1,353$200.1K0.15%+1,353New
PDS Planning, Inc1,366$202.0K0.02%+1,366New
Smart Money Group LLC1,367$202.2K0.07%+1,367New
Emerald Mutual Fund Advisers Trust1,377$203.7K0.01%−67−4.6%Reduced
Aveo Capital Partners, LLC1,387$205.2K0.02%−308−18.2%Reduced
Catalina Capital Group, LLC1,390$205.6K0.07%+1,390New
Bailard, Inc.1,391$205.8K0.01%+1,391New
West Family Investments, Inc.1,396$206.5K0.07%+1,396New
Post Resch Tallon Group Inc.1,386$206.8K0.20%+1,386New
Bayforest Capital Ltd1,400$207.1K0.26%+1,400New
Millennium Capital Advisors, LLC1,400$207.1K0.14%+1,400New
Moran Wealth Management, LLC1,409$208.4K0.01%+1,409New
Hoey Investments, Inc1,413$209.0K0.04%−156−9.9%Reduced
Becker Capital Management Inc1,417$209.6K0.01%+1,417New
Waterloo Capital, L.P.1,419$209.8K0.02%+1,419New
Parkside Investments, LLC1,421$210.2K0.03%+1,421New
Silver Coast Investments LLC1,422$210.3K0.08%+1,422New
Stonegate Investment Group, LLC1,427$211.1K0.01%+1,427New
Cidel Asset Management Inc1,446$213.9K0.01%−252−14.8%Reduced
Webster Bank, N. A.1,448$214.2K0.02%−143−9.0%Reduced
Phocas Financial Corp.1,450$214.5K0.03%+1,450New
Flputnam Investment Management Co1,451$214.6K0.00%+1,451New
Oxbow Advisors, LLC1,470$217.4K0.03%−70−4.5%Reduced
Lakeview Capital Partners, LLC1,471$217.6K0.05%+1,471New
Miracle Mile Advisors, LLC1,483$219.4K0.00%+1,483New
Quadrant Capital Group LLC1,489$220.2K0.02%+33+2.3%Added
Baldwin Investment Management, LLC1,500$221.9K0.03%−3,000−66.7%Reduced
First Citizens Financial Corp1,500$221.9K0.12%+1,500New
Wallace Capital Management Inc.1,513$223.8K0.03%+1,513New
William Blair Investment Management, LLC1,515$224.1K0.00%−547−26.5%Reduced
Capital Investment Advisory Services, LLC1,515$224.1K0.02%−205−11.9%Reduced
Trust Co of Toledo NA1,522$225.1K0.03%+1,522New
Laurion Capital Management LP1,527$225.9K0.01%−373−19.6%Reduced
180 Wealth Advisors, LLC1,543$228.2K0.04%+1,543New
Chicago Trust Co NA1,552$229.6K0.04%−85−5.2%Reduced
Lodestone Wealth Management LLC1,554$229.8K0.12%00.0%Unchanged
Moody Lynn & Lieberson, LLC1,559$230.6K0.01%−12−0.8%Reduced
Mount Yale Investment Advisors, LLC1,560$230.7K0.02%−898−36.5%Reduced
Clark Capital Management Group, Inc.1,564$231.3K0.00%+1,564New
BLB&B Advisors, LLC1,574$232.8K0.01%+14+0.9%Added
Baxter Bros Inc1,574$232.8K0.03%+1,574New
Longboard Asset Management, LP1,576$233.1K0.62%+1,576New
KLCM Advisors, Inc.1,590$235.2K0.03%−39−2.4%Reduced
Berkeley Capital Partners, LLC1,591$235.3K0.07%−14−0.9%Reduced
Trust Co of Kansas1,593$236.0K0.11%−2,000−55.7%Reduced
Dynasty Wealth Management, LLC1,599$236.4K0.00%+10+0.6%Added
Brown Brothers Harriman & Co1,600$236.7K0.00%+288+22.0%Added
Convergence Investment Partners, LLC1,612$238.4K0.05%+1,612New
Bluesphere Advisors, LLC1,631$241.2K0.12%+1,631New
Redwood Financial Network Corp1,635$241.8K0.18%+62+3.9%Added
Tower View Investment Management & Research LLC1,636$241.9K0.13%+2+0.1%Added
Patriot Financial Group Insurance Agency, LLC1,640$242.5K0.03%+1+0.1%Added
Cary Street Partner Investment Advisory LLC1,641$242.7K0.16%−3,590−68.6%Reduced
Sovran Advisors, LLC1,692$243.1K0.03%+1,692New
David Loasby1,725$243.1K0.02%+1,725New
Nilsine Partners, LLC1,644$243.2K0.03%+1,644New
Farringdon Capital, Ltd.1,645$243.3K0.10%+1,645New
Stonekeep Investments, LLC1,646$243.5K0.18%+17+1.0%Added
Alpha Omega Wealth Management LLC1,651$244.2K0.05%00.0%Unchanged
Fisher Asset Management, LLC1,654$244.9K0.00%+1,654New
Garrison Bradford & Associates Inc1,661$246.0K0.26%00.0%Unchanged
Heartwood Wealth Advisors LLC1,667$246.6K0.03%+1,667New
Unison Asset Management LLC1,668$246.7K0.12%00.0%Unchanged
E Fund Management Co., Ltd.1,671$247.2K0.01%+1,671New
FourThought Financial Partners, LLC1,676$247.9K0.03%+1,676New
Sivia Capital Partners, LLC1,677$248.0K0.12%−17−1.0%Reduced
Sutton Place Investors LLC1,679$248.3K0.14%+21+1.3%Added
Aureus Asset Management, LLC1,692$250.3K0.02%−308−15.4%Reduced
CenterBook Partners LP1,694$250.6K0.01%−24,893−93.6%Reduced
Pinkerton Retirement Specialists, LLC1,700$251.4K0.04%+1,700New
Berbice Capital Management LLC1,700$251.4K0.20%+1,700New
Nemes Rush Group LLC1,713$253.4K0.03%+1,713New
Cassaday & Co Wealth Management LLC1,718$254.1K0.01%+3+0.2%Added
Marex Group plc1,740$257.4K0.00%−6,329−78.4%Reduced
Onefund, LLC1,752$259.1K0.25%+8+0.5%Added
Carmel Capital Partners, LLC1,767$261.4K0.11%−52−2.9%Reduced
PFG Investments, LLC1,769$261.7K0.02%+108+6.5%Added
Platform Technology Partners1,778$263.0K0.08%00.0%Unchanged
Penserra Capital Management LLC1,785$263.0K0.00%+1,710+2,280.0%Added
Soltis Investment Advisors LLC1,779$263.1K0.02%+166+10.3%Added
Pine Valley Investments Ltd Liability Co1,787$264.3K0.02%+1+0.1%Added
M.E. Allison & Co., Inc.1,790$264.8K0.29%+1,790New
Knollwood Investment Advisory, LLC1,800$266.2K0.03%00.0%Unchanged
Serenus Wealth Advisors, LLC1,806$267.1K0.05%+1,806New
Legacy Capital Wealth Partners, LLC1,806$267.2K0.07%−212−10.5%Reduced
Sandy Cove Advisors, LLC1,813$268.2K0.11%+91+5.3%Added
Canvas Wealth Advisors, LLC1,817$268.8K0.07%−27−1.5%Reduced
Vicus Capital1,818$269.0K0.02%+1,818New
Pettinga Financial Advisors, LLC1,821$269.3K0.06%00.0%Unchanged
IFG Advisory, LLC1,827$270.2K0.02%+1,827New
Oxford Financial Group Ltd1,842$272.4K0.02%−14,834−89.0%Reduced
Hollencrest Capital Management1,850$273.7K0.01%+20+1.1%Added
Bogart Wealth, LLC1,851$273.8K0.01%+60+3.4%Added
First Hawaiian Bank1,853$274.1K0.01%+1,853New
Catalyst Capital Advisors LLC1,855$274.4K0.01%00.0%Unchanged
Garden State Investment Advisory Services LLC1,860$275.1K0.08%+260+16.3%Added
Wealth Management Associates, Inc.1,863$275.6K0.12%−50−2.6%Reduced
Great Lakes Advisors, LLC1,864$275.7K0.00%−16−0.9%Reduced
Better Money Decisions, LLC1,872$276.9K0.19%−192−9.3%Reduced
Lynx Investment Advisory1,885$278.8K0.19%+2+0.1%Added