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 |
|---|---|---|---|---|---|
| Kestra Private Wealth Services, LLC | 9,151 | $1.35M | 0.02% | +836+10.1% | Added |
| Aster Capital Management (DIFC) Ltd | 9,153 | $1.35M | 0.52% | +9,153 | New |
| Zions Bancorporation, N.A. | 9,195 | $1.36M | 0.09% | +1,618+21.4% | Added |
| Beaumont Financial Advisors, LLC | 9,254 | $1.37M | 0.10% | −30.0% | Reduced |
| Buckingham Strategic Partners | 9,347 | $1.38M | 0.02% | +9,347 | New |
| Segment Wealth Management, LLC | 9,350 | $1.38M | 0.09% | +500+5.6% | Added |
| Aries Wealth Management | 9,404 | $1.39M | 0.38% | −40−0.4% | Reduced |
| Mutual Advisors, LLC | 9,105 | $1.40M | 0.04% | −103−1.1% | Reduced |
| Private Advisory Group LLC | 9,476 | $1.40M | 0.16% | +2,046+27.5% | Added |
| NVWM, LLC | 9,519 | $1.41M | 0.36% | −75−0.8% | Reduced |
| Parallel Advisors, LLC | 9,544 | $1.41M | 0.03% | +569+6.3% | Added |
| GM Advisory Group, Inc. | 9,561 | $1.41M | 0.08% | 00.0% | Unchanged |
| Summit Financial, LLC | 9,650 | $1.43M | 0.05% | +1,661+20.8% | Added |
| Sterling Capital Management LLC | 9,670 | $1.43M | 0.02% | −126−1.3% | Reduced |
| Gilbert & Cook, Inc. | 9,675 | $1.43M | 0.20% | −595−5.8% | Reduced |
| Agf Management Ltd | 9,721 | $1.44M | 0.01% | −215−2.2% | Reduced |
| RW Investment Management LLC | 9,762 | $1.44M | 0.18% | 00.0% | Unchanged |
| Profund Advisors LLC | 9,891 | $1.46M | 0.05% | −329−3.2% | Reduced |
| Riverpark Capital Management LLC | 9,945 | $1.47M | 2.57% | −483−4.6% | Reduced |
| MUFG Securities Americas Inc. | 9,965 | $1.47M | 0.19% | +9,965 | New |
| Clear Harbor Asset Management, LLC | 10,125 | $1.50M | 0.12% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 10,137 | $1.50M | 0.01% | +272+2.8% | Added |
| IFC Advisors LLC | 10,313 | $1.53M | 0.33% | +10,313 | New |
| Crestline Management, LP | 10,329 | $1.53M | 0.05% | +7,067+216.6% | Added |
| Western Wealth Management, LLC | 10,345 | $1.53M | 0.08% | +202+2.0% | Added |
| Duncan Williams Asset Management, LLC | 10,381 | $1.54M | 0.60% | −2,769−21.1% | Reduced |
| IPG Investment Advisors LLC | 10,423 | $1.54M | 0.35% | +10,423 | New |
| Hunting Hill Global Capital, LLC | 10,471 | $1.55M | 0.70% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 10,492 | $1.55M | 0.76% | −207−1.9% | Reduced |
| Silvant Capital Management LLC | 10,531 | $1.56M | 0.06% | 00.0% | Unchanged |
| Horizon Investments, LLC | 10,586 | $1.57M | 0.04% | +148+1.4% | Added |
| GAMMA Investing LLC | 10,595 | $1.57M | 0.13% | +973+10.1% | Added |
| Robertson Stephens Wealth Management, LLC | 10,631 | $1.57M | 0.06% | −1,862−14.9% | Reduced |
| Illinois Municipal Retirement Fund | 10,757 | $1.59M | 0.02% | 00.0% | Unchanged |
| VCI Wealth Management LLC | 10,906 | $1.61M | 0.68% | +10,906 | New |
| Wealthcare Advisory Partners LLC | 10,974 | $1.62M | 0.05% | +73+0.7% | Added |
| Centiva Capital, LP | 11,032 | $1.63M | 0.06% | +7,682+229.3% | Added |
| Keybank National Association | 11,062 | $1.64M | 0.01% | −906−7.6% | Reduced |
| Prudential PLC | 11,098 | $1.64M | 0.01% | 00.0% | Unchanged |
| Lynx Capital Group Ltd | 11,107 | $1.64M | 0.95% | −80−0.7% | Reduced |
| Element Pointe Advisors, LLC | 11,112 | $1.64M | 0.39% | 00.0% | Unchanged |
| JustInvest LLC | 11,119 | $1.64M | 0.02% | +742+7.2% | Added |
| Westover Capital Advisors, LLC | 11,130 | $1.65M | 0.36% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 11,184 | $1.65M | 0.02% | +6,015+116.4% | Added |
| Davenport & Co LLC | 11,247 | $1.66M | 0.01% | +14+0.1% | Added |
| Highland Capital Management, LLC | 11,253 | $1.66M | 0.10% | −189−1.7% | Reduced |
| Spire Wealth Management | 11,258 | $1.67M | 0.05% | −59−0.5% | Reduced |
| Vestcor Inc | 11,298 | $1.67M | 0.06% | −1,022−8.3% | Reduced |
| Boston Private Wealth LLC | 11,362 | $1.68M | 0.03% | +11,362 | New |
| AlTi Global, Inc. | 11,382 | $1.69M | 0.04% | −5,588−32.9% | Reduced |
| HB Wealth Management, LLC | 11,638 | $1.72M | 0.02% | +2,708+30.3% | Added |
| Driehaus Capital Management LLC | 11,696 | $1.73M | 0.01% | −491−4.0% | Reduced |
| Canada Post Corp Registered Pension Plan | 11,900 | $1.76M | 0.10% | +11,900 | New |
| Advisor OS, LLC | 12,015 | $1.78M | 0.21% | −2,531−17.4% | Reduced |
| Professional Financial Advisors, LLC | 12,022 | $1.78M | 0.46% | −154−1.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 12,032 | $1.78M | 0.07% | +3,362+38.8% | Added |
| Chemistry Wealth Management LLC | 12,146 | $1.80M | 0.42% | +20.0% | Added |
| Harbor Capital Advisors, Inc. | 12,184 | $1.80M | 0.08% | +296+2.5% | Added |
| Runnymede Capital Advisors, Inc. | 12,207 | $1.81M | 1.58% | +12,207 | New |
| Daymark Wealth Partners, LLC | 12,224 | $1.81M | 0.08% | −102−0.8% | Reduced |
| Virtue Capital Management, LLC | 12,318 | $1.82M | 0.37% | −32−0.3% | Reduced |
| Guardian Investment Management | 12,425 | $1.84M | 1.33% | −100−0.8% | Reduced |
| Resources Investment Advisors, LLC. | 12,485 | $1.85M | 0.02% | −2,651−17.5% | Reduced |
| Zhang Financial LLC | 12,553 | $1.86M | 0.11% | +1,936+18.2% | Added |
| Wernau Asset Management Inc. | 12,675 | $1.87M | 1.81% | +12,675 | New |
| Northeast Investment Management | 12,800 | $1.89M | 0.08% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 12,848 | $1.90M | 0.09% | −113−0.9% | Reduced |
| Employees Retirement System of Texas | 12,879 | $1.91M | 0.02% | +12,879 | New |
| MAI Capital Management | 12,909 | $1.91M | 0.01% | +2,303+21.7% | Added |
| RFG Advisory, LLC | 12,986 | $1.92M | 0.05% | −444−3.3% | Reduced |
| Banque Transatlantique SA | 84,884 | $1.92M | 0.05% | +84,884 | New |
| Commerce Bank | 13,192 | $1.95M | 0.01% | −759−5.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 13,303 | $1.97M | 0.59% | −1,033−7.2% | Reduced |
| Apollon Wealth Management, LLC | 13,343 | $1.97M | 0.05% | +5,869+78.5% | Added |
| Capitolis Liquid Global Markets LLC | 13,560 | $2.01M | 0.02% | 00.0% | Unchanged |
| Dakota Wealth Management | 13,582 | $2.01M | 0.05% | −1,161−7.9% | Reduced |
| Quantbot Technologies LP | 13,648 | $2.02M | 0.07% | +13,648 | New |
| Moody National Bank Trust Division | 13,661 | $2.02M | 0.21% | −752−5.2% | Reduced |
| IHT Wealth Management, LLC | 13,730 | $2.03M | 0.07% | −438−3.1% | Reduced |
| Mercer Global Advisors Inc | 13,771 | $2.04M | 0.00% | −10,582−43.5% | Reduced |
| First National Bank Sioux Falls | 13,888 | $2.05M | 0.87% | 00.0% | Unchanged |
| Choate Investment Advisors | 13,956 | $2.06M | 0.05% | +233+1.7% | Added |
| Mosaic Financial Group, LLC | 14,000 | $2.07M | 1.49% | 00.0% | Unchanged |
| Scotia Capital Inc. | 14,077 | $2.08M | 0.01% | +12,054+595.8% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,145 | $2.09M | 0.02% | −7,111−33.5% | Reduced |
| Bayesian Capital Management, LP | 14,163 | $2.09M | 0.26% | +7,300+106.4% | Added |
| RiverPark Advisors, LLC | 14,268 | $2.11M | 1.70% | −937−6.2% | Reduced |
| Avalon Trust Co | 14,310 | $2.12M | 0.15% | +26+0.2% | Added |
| Financial Management Network Inc | 13,927 | $2.12M | 0.44% | +1,624+13.2% | Added |
| Level Four Advisory Services, LLC | 14,558 | $2.15M | 0.09% | +595+4.3% | Added |
| Davidson Kahn Capital Management, LLC | 14,696 | $2.17M | 2.02% | +14,696 | New |
| Clearstead Advisors, LLC | 14,735 | $2.18M | 0.03% | −8,029−35.3% | Reduced |
| Atlas Capital Advisors LLC | 14,799 | $2.19M | 0.28% | −99−0.7% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 14,827 | $2.19M | 0.38% | 00.0% | Unchanged |
| Intech Investment Management LLC | 14,998 | $2.22M | 0.02% | +6,592+78.4% | Added |
| CWA Asset Management Group, LLC | 15,122 | $2.24M | 0.11% | +1,248+9.0% | Added |
| Farther Finance Advisors, LLC | 15,232 | $2.25M | 0.08% | +3,474+29.5% | Added |
| Advisory Services Network, LLC | 15,331 | $2.27M | 0.04% | +3,382+28.3% | Added |
| Sequoia Financial Advisors, LLC | 15,346 | $2.27M | 0.02% | +742+5.1% | Added |
| United Services Automobile Association | 15,494 | $2.29M | 0.07% | 00.0% | Unchanged |