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 |
|---|---|---|---|---|---|
| Lombard Odier Asset Management (Switzerland) SA | 15,518 | $2.30M | 0.17% | +3,187+25.8% | Added |
| NewEdge Wealth, LLC | 15,710 | $2.32M | 0.04% | +763+5.1% | Added |
| Lansing Street Advisors | 15,749 | $2.33M | 0.81% | +25+0.2% | Added |
| Sava Infond d.o.o. | 15,915 | $2.35M | 0.42% | +15,915 | New |
| Independent Advisor Alliance | 15,933 | $2.36M | 0.03% | +2,422+17.9% | Added |
| Equitable Holdings, Inc. | 15,950 | $2.36M | 0.02% | +3,645+29.6% | Added |
| Essex Financial Services, Inc. | 16,012 | $2.37M | 0.17% | +1,047+7.0% | Added |
| Harvest Fund Management Co., Ltd | 16,180 | $2.40M | 0.11% | +4,501+38.5% | Added |
| Concentric Capital Strategies, LP | 16,198 | $2.40M | 0.15% | −17,318−51.7% | Reduced |
| HBK Sorce Advisory LLC | 16,297 | $2.41M | 0.07% | −6,525−28.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,000 | $2.42M | 0.02% | +15,000 | New |
| United Asset Strategies, Inc. | 16,367 | $2.42M | 0.22% | −712−4.2% | Reduced |
| Grandeur Peak Global Advisors, LLC | 16,372 | $2.42M | 0.21% | +873+5.6% | Added |
| Oppenheimer Asset Management Inc. | 16,427 | $2.43M | 0.03% | +69+0.4% | Added |
| National Asset Management, Inc. | 16,607 | $2.46M | 0.08% | −1,882−10.2% | Reduced |
| DRW Securities, LLC | 16,747 | $2.48M | 0.17% | +6,178+58.5% | Added |
| Everence Capital Management Inc | 16,790 | $2.48M | 0.16% | +16,790 | New |
| Bradley Foster & Sargent Inc | 16,792 | $2.48M | 0.04% | +970+6.1% | Added |
| RSM US Wealth Management LLC | 16,889 | $2.51M | 0.04% | −2,985−15.0% | Reduced |
| ING Groep NV | 16,950 | $2.51M | 0.02% | −3,482−17.0% | Reduced |
| LB Partners LLC | 17,100 | $2.53M | 1.90% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 17,111 | $2.53M | 0.14% | +648+3.9% | Added |
| Fulton Bank, N.A. | 17,182 | $2.54M | 0.10% | +1,301+8.2% | Added |
| Cross Staff Investments Inc | 17,251 | $2.55M | 1.92% | +707+4.3% | Added |
| Next Capital Management LLC | 17,387 | $2.57M | 1.06% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 17,407 | $2.57M | 0.10% | +209+1.2% | Added |
| Cushing Capital Partners, LLC | 17,484 | $2.59M | 2.49% | +17,484 | New |
| Franklin Street Advisors Inc | 17,547 | $2.60M | 0.17% | 00.0% | Unchanged |
| HRT Financial LP | 17,721 | $2.62M | 0.01% | +17,721 | New |
| Vontobel Holding Ltd. | 17,752 | $2.63M | 0.01% | +2,229+14.4% | Added |
| Camarda Financial Advisors, LLC | 17,884 | $2.65M | 0.99% | −630−3.4% | Reduced |
| Guggenheim Capital LLC | 17,904 | $2.65M | 0.02% | −29,475−62.2% | Reduced |
| Meketa Investment Group Inc | 17,950 | $2.65M | 5.95% | +17,950 | New |
| Ar Asset Management Inc | 18,000 | $2.66M | 0.60% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 18,015 | $2.66M | 0.13% | +218+1.2% | Added |
| Private Advisor Group, LLC | 18,042 | $2.67M | 0.02% | +953+5.6% | Added |
| Allstate Corp | 18,144 | $2.68M | 0.08% | +18,144 | New |
| Jones Financial Companies LLLP | 18,376 | $2.72M | 0.00% | +4,930+36.7% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 18,714 | $2.77M | 0.08% | −40.0% | Reduced |
| Connable Office Inc | 18,939 | $2.80M | 0.29% | −372−1.9% | Reduced |
| Checchi Capital Advisers, LLC | 19,029 | $2.81M | 0.21% | −5,509−22.5% | Reduced |
| Pinnacle Associates Ltd | 19,145 | $2.83M | 0.04% | −281−1.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 19,184 | $2.84M | 0.10% | +541+2.9% | Added |
| Central Pacific Bank - Trust Division | 19,224 | $2.84M | 0.37% | +1,185+6.6% | Added |
| Lee Danner & Bass Inc | 19,446 | $2.88M | 0.23% | −1,150−5.6% | Reduced |
| Wedbush Securities Inc | 19,831 | $2.93M | 0.10% | +226+1.2% | Added |
| Metavasi Capital LP | 20,000 | $2.96M | 1.56% | −20,000−50.0% | Reduced |
| Mission Wealth Management, LP | 20,507 | $3.03M | 0.07% | −82−0.4% | Reduced |
| Zacks Investment Management | 20,519 | $3.04M | 0.03% | +957+4.9% | Added |
| TownSquare Capital, LLC | 20,530 | $3.04M | 0.03% | +6,617+47.6% | Added |
| Independent Financial Group, LLC | 20,697 | $3.06M | 0.10% | +13,564+190.2% | Added |
| Teton Advisors, Inc. | 20,800 | $3.08M | 1.58% | −7,500−26.5% | Reduced |
| Iridian Asset Management LLC | 20,825 | $3.08M | 0.82% | −6,259−23.1% | Reduced |
| Glenmede Trust Co NA | 20,890 | $3.09M | 0.02% | +13,221+172.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 21,434 | $3.17M | 0.07% | +58+0.3% | Added |
| Bray Capital Advisors | 21,920 | $3.24M | 0.88% | 00.0% | Unchanged |
| Caisse des Depots Et Consignations | 22,099 | $3.27M | 0.16% | +22,099 | New |
| Southeast Asset Advisors Inc. | 22,357 | $3.31M | 0.41% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 22,331 | $3.31M | 0.01% | +2,775+14.2% | Added |
| Pensionmark Financial Group, LLC | 22,408 | $3.31M | 0.09% | +2,212+11.0% | Added |
| Van Eck Associates Corp | 22,457 | $3.32M | 0.00% | +5,291+30.8% | Added |
| Regions Financial Corp | 22,856 | $3.38M | 0.02% | −1,434−5.9% | Reduced |
| Park Avenue Securities LLC | 22,868 | $3.38M | 0.03% | +7,058+44.6% | Added |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 23,500 | $3.48M | 0.22% | 00.0% | Unchanged |
| Norinchukin Bank, The | 23,588 | $3.49M | 0.07% | −716−2.9% | Reduced |
| Avantax Advisory Services, Inc. | 23,626 | $3.49M | 0.02% | +4,447+23.2% | Added |
| Capital International Sarl | 23,781 | $3.52M | 0.08% | +13,392+128.9% | Added |
| Edmond de Rothschild Holding S.A. | 24,031 | $3.55M | 0.06% | −7,516−23.8% | Reduced |
| Sierra Capital LLC | 24,499 | $3.62M | 0.43% | −18,659−43.2% | Reduced |
| Wesbanco Bank Inc | 24,612 | $3.64M | 0.12% | −85−0.3% | Reduced |
| Procyon Private Wealth Partners, LLC | 24,877 | $3.68M | 0.24% | +548+2.3% | Added |
| PenderFund Capital Management Ltd. | 17,320 | $3.68M | 0.79% | −7,400−29.9% | Reduced |
| Rational Advisors LLC | 25,050 | $3.71M | 0.36% | −2,850−10.2% | Reduced |
| Citizens Financial Group Inc | 25,128 | $3.72M | 0.07% | +1,466+6.2% | Added |
| Man Group plc | 25,206 | $3.73M | 0.01% | +18,574+280.1% | Added |
| MONECO Advisors, LLC | 25,226 | $3.73M | 0.39% | +20,996+496.4% | Added |
| Siemens Fonds Invest GmbH | 25,158 | $3.73M | 0.39% | −2,820−10.1% | Reduced |
| QRG Capital Management, Inc. | 25,418 | $3.76M | 0.04% | +1,843+7.8% | Added |
| Lazard Asset Management LLC | 25,610 | $3.79M | 0.01% | +524+2.1% | Added |
| Fortitude Family Office, LLC | 25,616 | $3.79M | 1.35% | 00.0% | Unchanged |
| Accuvest Global Advisors | 25,479 | $3.80M | 5.33% | −2,421−8.7% | Reduced |
| Warren Averett Asset Management, LLC | 25,945 | $3.84M | 0.06% | +4,647+21.8% | Added |
| Principal Securities, Inc. | 25,957 | $3.84M | 0.09% | +1,484+6.1% | Added |
| Crossmark Global Holdings, Inc. | 26,252 | $3.88M | 0.07% | −528−2.0% | Reduced |
| CFM Wealth Partners LLC | 26,329 | $3.89M | 0.66% | +703+2.7% | Added |
| Barr E S & Co | 26,375 | $3.90M | 0.23% | −200−0.8% | Reduced |
| Thrivent Financial for Lutherans | 26,465 | $3.91M | 0.01% | +20.0% | Added |
| M&G Plc | 26,500 | $3.92M | 0.02% | +26,500 | New |
| Merit Financial Group, LLC | 26,713 | $3.95M | 0.07% | +20,885+358.4% | Added |
| Investment Management Corp of Ontario | 26,743 | $3.96M | 0.13% | +6,059+29.3% | Added |
| Caption Management, LLC | 27,000 | $3.99M | 0.16% | +14,600+117.7% | Added |
| Baird Financial Group, Inc. | 27,016 | $4.00M | 0.01% | +1,071+4.1% | Added |
| M&T Bank Corp | 27,123 | $4.01M | 0.01% | −1,860−6.4% | Reduced |
| Edgestream Partners, L.P. | 27,299 | $4.04M | 0.17% | +27,299 | New |
| Lido Advisors, LLC | 27,649 | $4.09M | 0.03% | −54,387−66.3% | Reduced |
| Bryn Mawr Trust Co | 27,702 | $4.10M | 0.07% | +7,136+34.7% | Added |
| Quadrature Capital Ltd | 28,114 | $4.16M | 0.08% | +28,114 | New |
| Blair William & Co | 28,132 | $4.16M | 0.01% | +2,309+8.9% | Added |
| Hamilton Capital Partners Inc. | 28,650 | $4.24M | 0.32% | +4,853+20.4% | Added |
| Equitable Trust Co | 28,834 | $4.26M | 0.24% | −28,663−49.9% | Reduced |