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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
Moneta Group Investment Advisors LLC2,581$381.8K0.01%+309+13.6%Added
Hantz Financial Services, Inc.2,582$382.0K0.01%−65−2.5%Reduced
Thompson Davis & Co., Inc.2,586$382.6K0.25%+261+11.2%Added
LGL Partners, LLC2,590$383.1K0.06%+108+4.4%Added
Evercore Wealth Management, LLC2,617$387.1K0.01%+2+0.1%Added
Mayflower Financial Advisors, LLC2,622$387.8K0.06%−98−3.6%Reduced
Middleton & Co Inc2,622$387.8K0.04%00.0%Unchanged
SRS Capital Advisors, Inc.2,625$388.2K0.02%+22+0.8%Added
Allen Mooney & Barnes Investment Advisors LLC2,630$389.0K0.07%00.0%Unchanged
Optiver Holding B.V.2,641$390.6K0.01%−1,028−28.0%Reduced
Washington Trust Bank2,645$391.2K0.04%+10.0%Added
Jump Financial, LLC2,658$393.1K0.01%−2,181−45.1%Reduced
Twinbeech Capital LP2,667$394.5K0.01%−1,549−36.7%Reduced
Capital International Ltd2,682$396.7K0.02%+2,682New
Newbridge Financial Services Group, Inc.2,733$404.3K0.10%−169−5.8%Reduced
Optimize Financial Inc2,760$408.2K0.31%+2,760New
Essex Savings Bank2,794$413.3K0.10%−591−17.5%Reduced
Guyasuta Investment Advisors Inc2,797$413.7K0.03%00.0%Unchanged
Simon Quick Advisors, LLC2,817$416.6K0.02%+360+14.7%Added
Camden Capital, LLC2,829$418.5K0.05%+1,250+79.2%Added
Gallagher Fiduciary Advisors, LLC2,847$421.0K0.08%+629+28.4%Added
LFA - Lugano Financial Advisors SA2,850$421.5K0.28%00.0%Unchanged
Systematic Alpha Investments, LLC2,860$423.0K0.02%+2,860New
Catalyst Private Wealth, LLC2,869$424.4K0.19%00.0%Unchanged
ICONIQ Capital, LLC2,873$424.9K0.01%+1,249+76.9%Added
Haverford Trust Co2,874$425.1K0.00%00.0%Unchanged
Ritholtz Wealth Management2,878$425.7K0.01%+631+28.1%Added
NorthRock Partners, LLC2,887$427.0K0.01%+96+3.4%Added
Stratos Wealth Advisors, LLC2,887$427.1K0.02%−2,392−45.3%Reduced
Peapack Gladstone Financial Corp2,904$429.0K0.01%−153−5.0%Reduced
Wealthspire Advisors, LLC2,902$429.2K0.00%+590+25.5%Added
Ostrum Asset Management2,928$433.1K0.04%−121−4.0%Reduced
Childress Capital Advisors, LLC2,932$433.7K0.12%+130+4.6%Added
WealthPLAN Partners, LLC2,935$434.1K0.06%+1,320+81.7%Added
BlueStem Wealth Partners, LLC2,951$436.4K0.06%+2,951New
Diversify Advisory Services, LLC3,099$436.7K0.02%+3,099New
Exencial Wealth Advisors, LLC2,957$437.4K0.02%+2,957New
Meadow Creek Wealth Advisors LLC2,959$437.7K0.32%−111−3.6%Reduced
Montag A & Associates Inc2,972$439.6K0.02%+88+3.1%Added
Aspen Grove Capital, LLC2,977$440.4K0.09%+10.0%Added
Cornerstone Advisory, LLC3,148$442.5K0.05%+143+4.8%Added
Wellington Shields & Co., LLC3,000$443.7K0.14%00.0%Unchanged
Cadent Capital Advisors, LLC3,000$443.7K0.15%00.0%Unchanged
Davis R M Inc3,035$448.9K0.01%+3,035New
Mainstay Capital Management LLC3,063$453.0K0.07%00.0%Unchanged
Dudley Capital Management, LLC3,095$457.8K0.23%00.0%Unchanged
Masso Torrence Wealth Management Inc.3,166$468.3K0.25%+10.0%Added
Sovereign Financial Group, Inc.3,172$469.2K0.11%+9+0.3%Added
Northwest & Ethical Investments L.P.3,180$469.8K0.01%−700−18.0%Reduced
Lindbrook Capital, LLC3,179$470.2K0.04%+102+3.3%Added
Hodges Capital Management Inc.3,200$473.0K0.03%−308−8.8%Reduced
Jackson Wealth Management, LLC3,213$475.0K0.05%+886+38.1%Added
Okabena Investment Services Inc3,219$476.1K0.13%−1,949−37.7%Reduced
Harbor Investment Advisory, LLC3,220$476.3K0.04%+717+28.6%Added
Kolinsky Wealth Management, LLC3,223$476.7K0.29%−91−2.7%Reduced
RIA Advisory Group LLC3,247$480.3K0.16%+3,247New
Integrated Wealth Concepts LLC3,300$488.1K0.01%+707+27.3%Added
Apella Capital, LLC3,304$488.7K0.02%−17−0.5%Reduced
LRT Capital Management, LLC3,330$492.5K0.39%+3,330New
Concord Wealth Partners3,366$497.9K0.08%−646−16.1%Reduced
Leavell Investment Management, Inc.3,368$498.2K0.02%00.0%Unchanged
New Century Financial Group, LLC3,288$499.9K0.21%−834−20.2%Reduced
Cypress Wealth Services, LLC3,385$500.7K0.10%+54+1.6%Added
Clearwater Capital Advisors, LLC3,395$502.2K0.05%−200−5.6%Reduced
Voleon Capital Management LP3,473$513.7K0.04%+3,473New
Argent Trust Co3,488$515.9K0.02%+200+6.1%Added
Signature Estate & Investment Advisors LLC3,493$516.6K0.01%+10+0.3%Added
Mill Creek Capital Advisors, LLC3,500$517.7K0.01%+3,500New
Sunbelt Securities, Inc.3,533$524.3K0.05%−12−0.3%Reduced
Gitterman Wealth Management, LLC3,551$525.2K0.22%00.0%Unchanged
Leo Wealth, LLC3,555$525.8K0.05%−7−0.2%Reduced
Citizens National Bank Trust Department3,555$525.8K0.11%00.0%Unchanged
Panagora Asset Management Inc3,560$526.6K0.00%−10.0%Reduced
Cercano Management LLC3,560$526.6K0.01%00.0%Unchanged
Evergreen Capital Management LLC3,577$529.1K0.02%+179+5.3%Added
Triumph Capital Management3,600$532.5K0.18%−3,400−48.6%Reduced
HHM Wealth Advisors, LLC3,610$533.9K0.07%+122+3.5%Added
Commerzbank Aktiengesellschaft3,598$534.0K0.01%+1,037+40.5%Added
Bingham Private Wealth, LLC3,653$540.3K0.57%+3,653New
Knightsbridge Asset Management, LLC3,669$542.7K0.13%−156−4.1%Reduced
Main Street Financial Solutions, LLC3,686$545.2K0.05%+1,725+88.0%Added
Banco BTG Pactual S.A.3,663$546.5K0.13%+3,663New
Ssi Investment Management LLC3,698$547.0K0.04%−5−0.1%Reduced
Flow Traders U.S. LLC3,712$549.0K0.02%+3,712New
L.M. Kohn & Company3,735$552.4K0.14%−257−6.4%Reduced
Aaron Wealth Advisors3,752$555.0K0.06%+64+1.7%Added
SMART Wealth LLC3,752$555.0K0.20%+3,752New
Genesis Private Wealth, LLC3,754$555.3K0.31%+3,754New
TAGStone Capital, Inc.3,776$558.0K0.27%+5+0.1%Added
Resurgent Financial Advisors LLC3,773$558.1K0.33%+9+0.2%Added
Bridgefront Capital, LLC3,781$559.2K0.19%+728+23.8%Added
We Are One Seven, LLC3,788$560.4K0.02%+1,035+37.6%Added
Ade, LLC3,805$562.8K0.35%00.0%Unchanged
Pines Wealth Management, LLC3,994$562.9K0.24%+3,994New
Shelton Capital Management3,810$563.5K0.01%−133−3.4%Reduced
Hardin Capital Partners, LLC3,813$564.0K0.34%+13+0.3%Added
Johnson Investment Counsel Inc3,813$564.0K0.01%+487+14.6%Added
Tradition Wealth Management, LLC3,816$564.4K0.05%−53−1.4%Reduced
Prelude Capital Management, LLC3,823$565.5K0.05%−717−15.8%Reduced
Fjell Capital, LLC3,823$565.5K0.58%+3,823New