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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
Catalyst Private Wealth, LLC2,869$424.4K0.19%00.0%Unchanged
Systematic Alpha Investments, LLC2,860$423.0K0.02%+2,860New
LFA - Lugano Financial Advisors SA2,850$421.5K0.28%00.0%Unchanged
Gallagher Fiduciary Advisors, LLC2,847$421.0K0.08%+629+28.4%Added
Camden Capital, LLC2,829$418.5K0.05%+1,250+79.2%Added
Simon Quick Advisors, LLC2,817$416.6K0.02%+360+14.7%Added
Guyasuta Investment Advisors Inc2,797$413.7K0.03%00.0%Unchanged
Essex Savings Bank2,794$413.3K0.10%−591−17.5%Reduced
Optimize Financial Inc2,760$408.2K0.31%+2,760New
Newbridge Financial Services Group, Inc.2,733$404.3K0.10%−169−5.8%Reduced
Capital International Ltd2,682$396.7K0.02%+2,682New
Twinbeech Capital LP2,667$394.5K0.01%−1,549−36.7%Reduced
Jump Financial, LLC2,658$393.1K0.01%−2,181−45.1%Reduced
Washington Trust Bank2,645$391.2K0.04%+10.0%Added
Optiver Holding B.V.2,641$390.6K0.01%−1,028−28.0%Reduced
Allen Mooney & Barnes Investment Advisors LLC2,630$389.0K0.07%00.0%Unchanged
SRS Capital Advisors, Inc.2,625$388.2K0.02%+22+0.8%Added
Mayflower Financial Advisors, LLC2,622$387.8K0.06%−98−3.6%Reduced
Middleton & Co Inc2,622$387.8K0.04%00.0%Unchanged
Evercore Wealth Management, LLC2,617$387.1K0.01%+2+0.1%Added
LGL Partners, LLC2,590$383.1K0.06%+108+4.4%Added
Thompson Davis & Co., Inc.2,586$382.6K0.25%+261+11.2%Added
Hantz Financial Services, Inc.2,582$382.0K0.01%−65−2.5%Reduced
Moneta Group Investment Advisors LLC2,581$381.8K0.01%+309+13.6%Added
TFC Financial Management2,553$377.6K0.06%00.0%Unchanged
Naviter Wealth, LLC2,543$376.1K0.05%+268+11.8%Added
Summit Global Investments2,517$372.0K0.02%+2,517New
Silvercrest Asset Management Group LLC2,505$370.5K0.00%00.0%Unchanged
Trustmark National Bank Trust Department2,500$369.8K0.03%−500−16.7%Reduced
Ballast, Inc.2,500$369.8K0.11%00.0%Unchanged
AA Financial Advisors, LLC2,485$367.6K0.10%+632+34.1%Added
Avestar Capital, LLC2,475$366.1K0.03%+339+15.9%Added
Roof Eidam & Maycock2,470$365.3K0.09%+5+0.2%Added
Kesler, Norman & Wride, LLC2,453$362.8K0.08%−5,172−67.8%Reduced
Flagship Harbor Advisors, LLC2,443$361.4K0.02%+51+2.1%Added
International Assets Investment Management, LLC2,420$361.0K0.03%−340,562−99.3%Reduced
Congress Wealth Management LLC2,436$360.4K0.00%+2,436New
D'Orazio & Associates, Inc.2,432$359.7K0.05%+6+0.2%Added
Taika Capital, LP2,430$359.4K0.27%+2,430New
Northwest Bancshares, Inc.2,425$358.7K0.07%−300−11.0%Reduced
Ashton Thomas Securities, LLC2,417$356.6K0.10%+1,825+308.3%Added
Freestone Capital Holdings, LLC2,404$355.6K0.01%−27−1.1%Reduced
XTX Topco Ltd2,404$355.6K0.03%−15,514−86.6%Reduced
Advisors Capital Management, LLC2,401$355.2K0.01%−234−8.9%Reduced
Roundview Capital LLC2,401$355.2K0.02%+2,401New
Banque Pictet & Cie SA2,400$355.0K0.00%00.0%Unchanged
Northside Capital Management, LLC2,388$353.2K0.09%−515−17.7%Reduced
Conning Inc.2,387$353.1K0.01%+2,387New
Sand Hill Global Advisors, LLC2,381$352.2K0.01%−50−2.1%Reduced
Drive Wealth Management, LLC2,377$351.6K0.09%+11+0.5%Added
Steel Peak Wealth Management LLC2,370$350.5K0.01%+52+2.2%Added
Objective Capital Management, LLC2,353$348.0K0.23%−45−1.9%Reduced
Connecticut Wealth Management, LLC2,347$347.1K0.02%+2,347New
First National Trust Co2,338$345.8K0.01%+2+0.1%Added
Cooper Capital Advisors LLC2,333$345.1K0.36%+2,333New
Cypress Point Wealth Management, LLC2,325$343.9K0.11%−165−6.6%Reduced
Peak Planning Group, LLC2,325$343.9K0.14%+552+31.1%Added
Vulcan Value Partners, LLC2,316$342.6K0.01%−1,851,795−99.9%Reduced
Ronald Blue Trust, Inc.2,311$341.8K0.00%−2,280−49.7%Reduced
Hexagon Capital Partners LLC2,310$341.7K0.06%−57−2.4%Reduced
Texas Bank & Trust Co2,300$340.2K0.14%+2,300New
West Wealth Group, LLC2,299$340.1K0.10%+108+4.9%Added
Tocqueville Asset Management L.P.2,295$339.5K0.01%00.0%Unchanged
111 Capital2,284$337.8K0.07%+2,284New
Pring Turner Capital Group Inc2,280$337.2K0.23%00.0%Unchanged
Brookstone Capital Management2,267$335.4K0.00%+2,267New
Alta Advisers Ltd2,263$334.7K0.21%+363+19.1%Added
Kingsview Wealth Management, LLC2,253$333.3K0.01%+302+15.5%Added
Banco Santander, S.A.2,238$331.0K0.00%+2,238New
Quotient Wealth Partners, LLC2,235$330.6K0.01%+125+5.9%Added
Shepherd Financial Partners LLC2,220$328.4K0.04%00.0%Unchanged
Ashton Thomas Private Wealth, LLC2,220$328.4K0.01%+375+20.3%Added
West Michigan Advisors, LLC2,196$324.8K0.10%+2,196New
AMG National Trust Bank2,185$323.2K0.01%+106+5.1%Added
AdvisorNet Financial, Inc2,180$322.4K0.03%+1,759+417.8%Added
Keystone Financial Group2,162$319.8K0.03%−70−3.1%Reduced
Foundations Investment Advisors, LLC2,154$318.6K0.01%+41+1.9%Added
Aviance Capital Partners, LLC2,137$316.1K0.04%00.0%Unchanged
Integris Wealth Management, LLC2,129$314.9K0.09%+284+15.4%Added
44 Wealth Management LLC2,120$313.6K0.12%−180−7.8%Reduced
Wealth Alliance2,113$312.6K0.04%−168−7.4%Reduced
Everpar Advisors LLC2,113$312.5K0.16%+30+1.4%Added
Ocean Capital Management, LLC2,103$311.1K0.07%00.0%Unchanged
Beaton Management Co. Inc.2,100$311.0K0.16%00.0%Unchanged
GeoWealth Management, LLC2,101$310.8K0.01%+51+2.5%Added
First Horizon Advisors, Inc.2,091$309.3K0.01%−82−3.8%Reduced
Norden Group LLC2,089$309.0K0.03%+2,089New
Smartleaf Asset Management LLC2,072$307.5K0.03%+734+54.9%Added
Virtus Family Office LLC2,074$306.8K0.38%−337−14.0%Reduced
Edge Capital Group, LLC2,058$304.4K0.01%+78+3.9%Added
Fairview Capital Investment Management, LLC2,026$299.7K0.02%00.0%Unchanged
Avantax Planning Partners, Inc.2,025$299.5K0.01%00.0%Unchanged
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management2,023$299.2K0.01%+2,023New
Sentry Investment Management LLC2,018$298.0K0.14%+2,018New
VELA Investment Management, LLC2,009$297.2K0.10%00.0%Unchanged
Concorde Asset Management, LLC2,002$296.1K0.15%00.0%Unchanged
Savant Capital, LLC2,001$296.0K0.00%+431+27.5%Added
Stock Yards Bank & Trust Co2,000$295.8K0.01%00.0%Unchanged
Douglass Winthrop Advisors, LLC2,000$295.8K0.01%00.0%Unchanged
Benin Management CORP2,000$295.8K0.08%00.0%Unchanged