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 |
|---|---|---|---|---|---|
| Meridian Wealth Management, LLC | 3,858 | $570.6K | 0.03% | +3,858 | New |
| Register Financial Advisors LLC | 3,897 | $576.4K | 0.29% | +2+0.1% | Added |
| Mount Lucas Management LP | 3,899 | $576.7K | 0.20% | −821−17.4% | Reduced |
| Total Clarity Wealth Management, Inc. | 3,910 | $578.3K | 0.19% | −150−3.7% | Reduced |
| Parcion Private Wealth LLC | 3,912 | $578.6K | 0.04% | −57−1.4% | Reduced |
| Calamos Wealth Management LLC | 3,918 | $579.5K | 0.03% | +78+2.0% | Added |
| Operose Advisors LLC | 3,925 | $580.5K | 0.20% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 3,945 | $583.6K | 0.02% | −137−3.4% | Reduced |
| U S Global Investors Inc | 3,950 | $584.2K | 0.06% | −5,000−55.9% | Reduced |
| XML Financial, LLC | 4,007 | $592.7K | 0.05% | +228+6.0% | Added |
| Golden State Wealth Management, LLC | 4,015 | $593.8K | 0.09% | +4,015 | New |
| Kavar Capital Partners Group, LLC | 4,022 | $594.9K | 0.10% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 4,028 | $595.7K | 0.09% | +561+16.2% | Added |
| Samalin Investment Counsel, LLC | 4,028 | $595.9K | 0.26% | −303−7.0% | Reduced |
| Ameritas Advisory Services, LLC | 4,060 | $600.5K | 0.02% | +2,168+114.6% | Added |
| Teza Capital Management LLC | 4,074 | $602.6K | 0.09% | +4,074 | New |
| Howard Capital Management Inc. | 4,075 | $602.7K | 0.01% | +207+5.4% | Added |
| Dana Investment Advisors, Inc. | 4,081 | $603.7K | 0.02% | −412−9.2% | Reduced |
| Wedmont Private Capital | 4,320 | $608.8K | 0.03% | −6,589−60.4% | Reduced |
| Colonial River Wealth Management, LLC | 4,117 | $608.9K | 0.29% | +4,117 | New |
| Ethic Inc. | 4,136 | $611.7K | 0.01% | −64−1.5% | Reduced |
| Kovack Advisors, Inc. | 4,136 | $611.8K | 0.06% | +162+4.1% | Added |
| RDA Financial Network | 4,168 | $616.6K | 0.18% | −231−5.3% | Reduced |
| Watershed Private Wealth LLC | 4,179 | $618.1K | 0.24% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 4,189 | $619.6K | 0.05% | +1,650+65.0% | Added |
| Bartlett & Co. Wealth Management LLC | 4,200 | $621.2K | 0.01% | −800−16.0% | Reduced |
| Coldstream Capital Management Inc | 4,208 | $622.4K | 0.01% | +941+28.8% | Added |
| FreeGulliver LLC | 4,227 | $625.3K | 0.33% | −76−1.8% | Reduced |
| Fountainhead AM, LLC | 4,287 | $634.1K | 0.12% | −338−7.3% | Reduced |
| Lake Street Advisors Group, LLC | 4,297 | $635.6K | 0.03% | −370−7.9% | Reduced |
| Premier Path Wealth Partners, LLC | 4,345 | $642.7K | 0.10% | +50+1.2% | Added |
| one8zero8, LLC | 4,416 | $653.2K | 0.14% | +4,416 | New |
| First City Capital Management, Inc. | 4,496 | $665.0K | 0.35% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 4,500 | $665.6K | 0.13% | 00.0% | Unchanged |
| Whalen Wealth Management Inc. | 4,510 | $667.1K | 0.46% | +4,510 | New |
| Manchester Capital Management LLC | 4,522 | $668.9K | 0.08% | +1,174+35.1% | Added |
| Westpac Banking Corp | 4,525 | $669.3K | 0.04% | +899+24.8% | Added |
| iA Global Asset Management Inc. | 4,530 | $670.0K | 0.01% | 00.0% | Unchanged |
| Family Management Corp | 4,538 | $671.2K | 0.11% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 4,544 | $674.0K | 0.05% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 4,566 | $675.0K | 0.05% | +4,566 | New |
| Crestwood Advisors Group LLC | 4,572 | $676.3K | 0.01% | −115−2.5% | Reduced |
| 10Elms LLP | 4,594 | $679.5K | 0.70% | +4,594 | New |
| Prime Capital Investment Advisors, LLC | 4,610 | $681.8K | 0.01% | −6,664−59.1% | Reduced |
| Fundamentun, LLC | 4,610 | $682.0K | 0.04% | +2,228+93.5% | Added |
| Brighton Jones LLC | 4,661 | $689.4K | 0.02% | +2,437+109.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,673 | $691.2K | 0.04% | −200−4.1% | Reduced |
| Emprise Bank | 4,681 | $692.4K | 0.39% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 4,700 | $695.2K | 0.23% | 00.0% | Unchanged |
| Fusion Capital, LLC | 4,728 | $699.4K | 0.28% | +5+0.1% | Added |
| Emerald Advisers, LLC | 4,733 | $700.1K | 0.03% | −103−2.1% | Reduced |
| Prospera Financial Services Inc | 4,797 | $709.6K | 0.02% | −283−5.6% | Reduced |
| Duncker Streett & Co Inc | 4,800 | $710.0K | 0.13% | 00.0% | Unchanged |
| Eschler Asset Management LLP | 4,815 | $712.2K | 1.67% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 4,815 | $712.2K | 0.10% | +15+0.3% | Added |
| Hilltop Holdings Inc. | 4,820 | $712.9K | 0.05% | +4,820 | New |
| Graham Capital Management, L.P. | 4,833 | $714.8K | 0.02% | +4,833 | New |
| Ieq Capital, LLC | 4,869 | $720.2K | 0.01% | −11,251−69.8% | Reduced |
| Frank, Rimerman Advisors LLC | 4,874 | $720.9K | 0.05% | +2,055+72.9% | Added |
| Edgemoor Investment Advisors, Inc. | 4,892 | $723.6K | 0.06% | 00.0% | Unchanged |
| GTS Securities LLC | 4,950 | $732.2K | 0.04% | −5,099−50.7% | Reduced |
| Carolinas Wealth Consulting LLC | 4,970 | $735.0K | 0.14% | −351−6.6% | Reduced |
| Principle Wealth Partners LLC | 5,020 | $742.5K | 0.05% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 5,031 | $744.1K | 0.04% | +449+9.8% | Added |
| Meiji Yasuda Life Insurance Co | 5,040 | $745.5K | 0.01% | +5,040 | New |
| Legacy Wealth Management, LLC | 5,048 | $746.6K | 0.30% | +274+5.7% | Added |
| Valeo Financial Advisors, LLC | 5,070 | $749.9K | 0.02% | −27−0.5% | Reduced |
| Marks Group Wealth Management, Inc | 5,079 | $751.2K | 0.07% | −477−8.6% | Reduced |
| PGGM Investments | 5,097 | $754.0K | 0.01% | +5,097 | New |
| Evoke Wealth, LLC | 5,108 | $755.5K | 0.02% | +581+12.8% | Added |
| Cary Street Partners Financial LLC | 5,118 | $757.0K | 0.02% | +5,118 | New |
| NFC Investments, LLC | 5,140 | $760.0K | 0.21% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 5,204 | $769.7K | 0.21% | +2,500+92.5% | Added |
| Huntington National Bank | 5,208 | $770.3K | 0.01% | −265−4.8% | Reduced |
| BNP Paribas | 5,210 | $770.6K | 0.03% | −90−1.7% | Reduced |
| Toth Financial Advisory Corp | 5,210 | $770.6K | 0.09% | +10+0.2% | Added |
| Red Door Wealth Management, LLC | 5,241 | $775.2K | 0.12% | +97+1.9% | Added |
| Hanlon Investment Management, Inc. | 5,328 | $788.1K | 0.22% | +5,328 | New |
| Golden State Equity Partners | 5,331 | $788.5K | 0.15% | −2,653−33.2% | Reduced |
| Islay Capital Management, LLC | 5,332 | $788.7K | 0.55% | +676+14.5% | Added |
| Diversified Trust Co | 5,355 | $792.1K | 0.02% | −964−15.3% | Reduced |
| ProVise Management Group, LLC | 5,355 | $792.1K | 0.07% | −595−10.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 5,358 | $792.5K | 0.01% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 5,394 | $797.8K | 0.16% | −418−7.2% | Reduced |
| Allworth Financial LP | 4,944 | $798.4K | 0.00% | +2,266+84.6% | Added |
| KCM Investment Advisors LLC | 5,400 | $798.7K | 0.03% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 5,444 | $805.3K | 0.01% | +1,321+32.0% | Added |
| Keel Point, LLC | 5,478 | $810.3K | 0.06% | +1,211+28.4% | Added |
| Fortress Wealth Group, LLC | 4,978 | $812.5K | 0.39% | −118−2.3% | Reduced |
| Money Concepts Capital Corp | 5,495 | $812.8K | 0.06% | +5,495 | New |
| Gladstone Institutional Advisory LLC | 5,511 | $815.1K | 0.04% | −777−12.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,570 | $824.0K | 0.13% | +3,351+151.0% | Added |
| Sagespring Wealth Partners, LLC | 5,619 | $831.2K | 0.02% | +5,619 | New |
| Raiffeisen Bank International AG | 5,673 | $841.8K | 0.01% | +5,673 | New |
| Glenview Trust Co | 5,699 | $842.9K | 0.02% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 5,704 | $843.6K | 0.57% | −37−0.6% | Reduced |
| MGB Wealth Management, LLC | 5,712 | $845.1K | 0.26% | +562+10.9% | Added |
| Epoch Investment Partners, Inc. | 5,720 | $846.0K | 0.00% | −8,191−58.9% | Reduced |
| Ballentine Partners, LLC | 5,721 | $846.2K | 0.01% | +70+1.2% | Added |
| Good Life Advisors, LLC | 5,730 | $847.5K | 0.06% | −169−2.9% | Reduced |