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 |
|---|---|---|---|---|---|
| Integrated Investment Consultants, LLC | 5,736 | $848.4K | 0.18% | +327+6.0% | Added |
| Optimas Capital Ltd | 5,745 | $849.7K | 1.15% | −47,900−89.3% | Reduced |
| Evelyn Partners Investment Management LLP | 5,755 | $851.2K | 0.03% | +5,755 | New |
| Guinness Asset Management LTD | 5,789 | $856.3K | 0.02% | +1,151+24.8% | Added |
| Dorsey & Whitney Trust CO LLC | 5,798 | $857.6K | 0.05% | −1,103−16.0% | Reduced |
| One Capital Management, LLC | 5,827 | $861.9K | 0.03% | −250−4.1% | Reduced |
| Summit Trail Advisors, LLC | 5,871 | $868.4K | 0.03% | +1,916+48.4% | Added |
| Baker Tilly Wealth Management, LLC | 5,886 | $870.6K | 0.34% | +81+1.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,956 | $881.0K | 0.05% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 6,010 | $888.9K | 0.11% | 00.0% | Unchanged |
| TFB Advisors LLC | 6,078 | $899.0K | 0.26% | +222+3.8% | Added |
| Kingswood Wealth Advisors, LLC | 6,082 | $899.6K | 0.07% | −26,784−81.5% | Reduced |
| Guidance Capital, Inc | 5,475 | $906.3K | 0.28% | +5,475 | New |
| Greenleaf Trust | 6,137 | $907.7K | 0.01% | +444+7.8% | Added |
| Legacy Advisors, LLC | 6,153 | $910.1K | 0.09% | +2,202+55.7% | Added |
| Empirical Asset Management, LLC | 16,443 | $914.3K | 0.30% | +6,112+59.2% | Added |
| Diligent Investors, LLC | 6,229 | $921.4K | 0.21% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 6,261 | $926.1K | 0.13% | +3,137+100.4% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,273 | $927.9K | 0.23% | −144−2.2% | Reduced |
| Welch & Forbes LLC | 6,289 | $930.2K | 0.01% | +39+0.6% | Added |
| Shell Asset Management Co | 6,330 | $936.0K | 0.04% | +3,570+129.3% | Added |
| Gardner Lewis Asset Management L P | 6,365 | $941.4K | 0.24% | +6,365 | New |
| Fukoku Mutual Life Insurance Co | 6,373 | $942.6K | 0.07% | +970+18.0% | Added |
| River & Mercantile Asset Management LLP | 6,391 | $946.2K | 0.18% | −7,537−54.1% | Reduced |
| EP Wealth Advisors, LLC | 6,409 | $947.9K | 0.01% | +1,614+33.7% | Added |
| Concurrent Investment Advisors, LLC | 6,422 | $949.9K | 0.03% | −111−1.7% | Reduced |
| Oak Thistle LLC | 6,456 | $954.9K | 0.28% | +4,290+198.1% | Added |
| Centaurus Financial, Inc. | 6,456 | $955.0K | 0.06% | −236−3.5% | Reduced |
| Visionary Wealth Advisors | 6,469 | $956.8K | 0.06% | +31+0.5% | Added |
| Ameritas Investment Partners, Inc. | 6,577 | $972.8K | 0.03% | −254−3.7% | Reduced |
| Sigma Planning Corp | 6,598 | $975.9K | 0.03% | +109+1.7% | Added |
| SageView Advisory Group, LLC | 6,638 | $981.9K | 0.04% | +964+17.0% | Added |
| Moloney Securities Asset Management, LLC | 6,698 | $990.6K | 0.13% | +10.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 6,704 | $991.6K | 0.20% | +58+0.9% | Added |
| SG Americas Securities, LLC | 6,722 | $994.0K | 0.00% | −29,573−81.5% | Reduced |
| Old National Bancorp | 6,813 | $1.01M | 0.02% | +336+5.2% | Added |
| Firethorn Wealth Partners, LLC | 6,873 | $1.02M | 0.50% | −67−1.0% | Reduced |
| Cigna Investments Inc | 6,873 | $1.02M | 0.18% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 6,890 | $1.02M | 0.17% | +6,890 | New |
| Bridgewater Associates, LP | 6,946 | $1.03M | 0.00% | −18,664−72.9% | Reduced |
| Strategy Asset Managers LLC | 6,968 | $1.03M | 0.20% | +1,412+25.4% | Added |
| Weiss Asset Management LP | 6,984 | $1.03M | 0.02% | +6,984 | New |
| HighPoint Advisor Group LLC | 7,266 | $1.04M | 0.06% | +923+14.6% | Added |
| Linscomb & Williams, Inc. | 7,000 | $1.04M | 0.05% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 7,121 | $1.05M | 0.01% | +31+0.4% | Added |
| ASB Consultores, LLC | 7,129 | $1.05M | 0.44% | +130+1.9% | Added |
| Yorktown Management & Research Co Inc | 7,200 | $1.06M | 1.02% | 00.0% | Unchanged |
| Verition Fund Management LLC | 7,210 | $1.07M | 0.01% | +4,245+143.2% | Added |
| Qtron Investments LLC | 7,237 | $1.07M | 0.15% | −1,009−12.2% | Reduced |
| First Bank & Trust | 7,324 | $1.08M | 0.21% | +554+8.2% | Added |
| Darwin Advisors, LLC | 7,383 | $1.09M | 0.37% | +6,511+746.7% | Added |
| Canandaigua National Bank & Trust Co | 7,384 | $1.09M | 0.11% | −954−11.4% | Reduced |
| Dynamic Advisor Solutions LLC | 7,446 | $1.10M | 0.05% | −73−1.0% | Reduced |
| Grange Capital, LLC | 7,470 | $1.10M | 1.16% | +7,470 | New |
| USA Financial Portformulas Corp | 7,477 | $1.11M | 0.17% | +666+9.8% | Added |
| Insigneo Advisory Services, LLC | 7,525 | $1.11M | 0.11% | +1,877+33.2% | Added |
| Fifth Third Wealth Advisors LLC | 7,538 | $1.11M | 0.06% | −4−0.1% | Reduced |
| Institute for Wealth Management, LLC. | 7,564 | $1.12M | 0.14% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 7,565 | $1.12M | 0.04% | +1,453+23.8% | Added |
| Vinva Investment Management Ltd | 7,564 | $1.12M | 0.04% | −15,311−66.9% | Reduced |
| Moors & Cabot, Inc. | 7,693 | $1.14M | 0.05% | +387+5.3% | Added |
| Trust Asset Management LLC | 7,716 | $1.14M | 0.09% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 7,813 | $1.16M | 0.10% | +4,579+141.6% | Added |
| Sawgrass Asset Management LLC | 7,831 | $1.16M | 0.13% | −1,865−19.2% | Reduced |
| Corsair Capital Management, L.P. | 7,832 | $1.16M | 0.25% | −188−2.3% | Reduced |
| Global Retirement Partners, LLC | 7,912 | $1.17M | 0.03% | +3,933+98.8% | Added |
| Vestmark Advisory Solutions, Inc. | 7,969 | $1.18M | 0.04% | +2,351+41.8% | Added |
| Sage Rhino Capital LLC | 7,970 | $1.18M | 0.26% | +5+0.1% | Added |
| AMJ Financial Wealth Management | 7,986 | $1.18M | 0.33% | −343−4.1% | Reduced |
| Allianz SE | 8,000 | $1.19M | 0.03% | +1,890+30.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,119 | $1.20M | 0.04% | +506+6.6% | Added |
| Meeder Advisory Services, Inc. | 8,135 | $1.20M | 0.08% | +278+3.5% | Added |
| Twin Capital Management Inc | 8,175 | $1.21M | 0.13% | −118−1.4% | Reduced |
| Fidelis Capital Partners, LLC | 7,428 | $1.21M | 0.12% | +1,754+30.9% | Added |
| Williamson Legacy Group, LLC | 8,244 | $1.22M | 0.81% | +342+4.3% | Added |
| Axxcess Wealth Management, LLC | 8,264 | $1.22M | 0.03% | +4,816+139.7% | Added |
| Signaturefd, LLC | 8,298 | $1.23M | 0.02% | +194+2.4% | Added |
| Synovus Financial Corp | 8,309 | $1.23M | 0.02% | +110+1.3% | Added |
| D.A. Davidson & Co. | 8,331 | $1.23M | 0.01% | +1,158+16.1% | Added |
| James J. Burns & Company, LLC | 8,410 | $1.24M | 0.22% | −1,623−16.2% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,413 | $1.24M | 0.01% | +2,778+49.3% | Added |
| Leonteq Securities AG | 8,483 | $1.25M | 0.12% | −2,653−23.8% | Reduced |
| Abn Amro Investment Solutions | 8,507 | $1.26M | 0.02% | −376−4.2% | Reduced |
| Bokf, NA | 8,937 | $1.26M | 0.02% | +237+2.7% | Added |
| Forum Financial Management, LP | 8,566 | $1.27M | 0.02% | +111+1.3% | Added |
| Louisbourg Investments Inc. | 10,442 | $1.27M | 0.33% | −7,855−42.9% | Reduced |
| Smith Shellnut Wilson LLC | 8,578 | $1.27M | 0.56% | +70+0.8% | Added |
| CWM, LLC | 8,589 | $1.27M | 0.01% | +744+9.5% | Added |
| Gridiron Partners, LLC | 8,617 | $1.27M | 0.81% | 00.0% | Unchanged |
| Fiduciary Group LLC | 8,700 | $1.29M | 0.13% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 8,703 | $1.29M | 0.03% | +2,429+38.7% | Added |
| Hanseatic Management Services Inc | 8,768 | $1.30M | 1.65% | +107+1.2% | Added |
| MJP Associates Inc | 8,816 | $1.30M | 0.23% | +611+7.4% | Added |
| E&G Advisors, LP | 8,900 | $1.32M | 0.36% | +300+3.5% | Added |
| Arete Wealth Advisors, LLC | 8,922 | $1.32M | 0.10% | +2,749+44.5% | Added |
| Kraematon Investment Advisors, Inc | 8,956 | $1.32M | 1.31% | −28−0.3% | Reduced |
| StoneX Group Inc. | 8,976 | $1.33M | 0.07% | +1,504+20.1% | Added |
| Transcend Wealth Collective, LLC | 9,023 | $1.33M | 0.10% | −1,203−11.8% | Reduced |
| Snowden Capital Advisors LLC | 9,087 | $1.34M | 0.04% | −6−0.1% | Reduced |
| Beacon Pointe Advisors, LLC | 9,089 | $1.34M | 0.01% | +34+0.4% | Added |