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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
Wellington Shields Capital Management, LLC2,000$295.8K0.05%00.0%Unchanged
Harbor Advisors LLC2,000$295.8K0.05%00.0%Unchanged
Fortis Advisors, LLC2,000$295.8K0.19%00.0%Unchanged
Granite FO LLC2,000$295.8K0.17%00.0%Unchanged
Callan Family Office, LLC1,997$295.4K0.02%+1,997New
Rothschild Capital Partners, LLC1,990$294.3K0.07%+1,990New
PFG Advisors1,981$293.0K0.02%+6+0.3%Added
Pitcairn Co1,976$292.3K0.02%+321+19.4%Added
NorthCrest Asset Manangement, LLC1,972$291.8K0.01%+224+12.8%Added
Schechter Investment Advisors, LLC1,966$290.8K0.02%+184+10.3%Added
Modera Wealth Management, LLC1,948$288.1K0.00%−35−1.8%Reduced
Montecito Bank & Trust1,946$287.8K0.05%+173+9.8%Added
Banque de Luxembourg S.A.1,936$287.5K0.15%+1,936New
Mullaney, Keating & Wright, Inc.1,942$287.3K0.19%+61+3.2%Added
GPS Wealth Strategies Group, LLC1,940$286.9K0.04%+49+2.6%Added
Lantz Financial LLC1,936$286.4K0.08%−186−8.8%Reduced
St Germain D J Co Inc1,930$285.5K0.01%+20+1.0%Added
Navis Wealth Advisors, LLC1,929$285.3K0.31%+17+0.9%Added
Prosperity Consulting Group, LLC1,925$284.7K0.02%+1,925New
Change Path, LLC1,924$284.5K0.01%+1,924New
MidAtlantic Capital Management, Inc.1,897$280.6K0.21%00.0%Unchanged
ORG Partners LLC1,891$279.8K0.04%−230−10.8%Reduced
Conservest Capital Advisors, Inc.1,891$279.7K0.03%−313−14.2%Reduced
Csenge Advisory Group1,888$279.3K0.02%+386+25.7%Added
Lynx Investment Advisory1,885$278.8K0.19%+2+0.1%Added
Better Money Decisions, LLC1,872$276.9K0.19%−192−9.3%Reduced
Great Lakes Advisors, LLC1,864$275.7K0.00%−16−0.9%Reduced
Wealth Management Associates, Inc.1,863$275.6K0.12%−50−2.6%Reduced
Garden State Investment Advisory Services LLC1,860$275.1K0.08%+260+16.3%Added
Catalyst Capital Advisors LLC1,855$274.4K0.01%00.0%Unchanged
First Hawaiian Bank1,853$274.1K0.01%+1,853New
Bogart Wealth, LLC1,851$273.8K0.01%+60+3.4%Added
Hollencrest Capital Management1,850$273.7K0.01%+20+1.1%Added
Oxford Financial Group Ltd1,842$272.4K0.02%−14,834−89.0%Reduced
IFG Advisory, LLC1,827$270.2K0.02%+1,827New
Pettinga Financial Advisors, LLC1,821$269.3K0.06%00.0%Unchanged
Vicus Capital1,818$269.0K0.02%+1,818New
Canvas Wealth Advisors, LLC1,817$268.8K0.07%−27−1.5%Reduced
Sandy Cove Advisors, LLC1,813$268.2K0.11%+91+5.3%Added
Legacy Capital Wealth Partners, LLC1,806$267.2K0.07%−212−10.5%Reduced
Serenus Wealth Advisors, LLC1,806$267.1K0.05%+1,806New
Knollwood Investment Advisory, LLC1,800$266.2K0.03%00.0%Unchanged
M.E. Allison & Co., Inc.1,790$264.8K0.29%+1,790New
Pine Valley Investments Ltd Liability Co1,787$264.3K0.02%+1+0.1%Added
Soltis Investment Advisors LLC1,779$263.1K0.02%+166+10.3%Added
Penserra Capital Management LLC1,785$263.0K0.00%+1,710+2,280.0%Added
Platform Technology Partners1,778$263.0K0.08%00.0%Unchanged
PFG Investments, LLC1,769$261.7K0.02%+108+6.5%Added
Carmel Capital Partners, LLC1,767$261.4K0.11%−52−2.9%Reduced
Onefund, LLC1,752$259.1K0.25%+8+0.5%Added
Marex Group plc1,740$257.4K0.00%−6,329−78.4%Reduced
Cassaday & Co Wealth Management LLC1,718$254.1K0.01%+3+0.2%Added
Nemes Rush Group LLC1,713$253.4K0.03%+1,713New
Pinkerton Retirement Specialists, LLC1,700$251.4K0.04%+1,700New
Berbice Capital Management LLC1,700$251.4K0.20%+1,700New
CenterBook Partners LP1,694$250.6K0.01%−24,893−93.6%Reduced
Aureus Asset Management, LLC1,692$250.3K0.02%−308−15.4%Reduced
Sutton Place Investors LLC1,679$248.3K0.14%+21+1.3%Added
Sivia Capital Partners, LLC1,677$248.0K0.12%−17−1.0%Reduced
FourThought Financial Partners, LLC1,676$247.9K0.03%+1,676New
E Fund Management Co., Ltd.1,671$247.2K0.01%+1,671New
Unison Asset Management LLC1,668$246.7K0.12%00.0%Unchanged
Heartwood Wealth Advisors LLC1,667$246.6K0.03%+1,667New
Garrison Bradford & Associates Inc1,661$246.0K0.26%00.0%Unchanged
Fisher Asset Management, LLC1,654$244.9K0.00%+1,654New
Alpha Omega Wealth Management LLC1,651$244.2K0.05%00.0%Unchanged
Stonekeep Investments, LLC1,646$243.5K0.18%+17+1.0%Added
Farringdon Capital, Ltd.1,645$243.3K0.10%+1,645New
Nilsine Partners, LLC1,644$243.2K0.03%+1,644New
David Loasby1,725$243.1K0.02%+1,725New
Sovran Advisors, LLC1,692$243.1K0.03%+1,692New
Cary Street Partner Investment Advisory LLC1,641$242.7K0.16%−3,590−68.6%Reduced
Patriot Financial Group Insurance Agency, LLC1,640$242.5K0.03%+1+0.1%Added
Tower View Investment Management & Research LLC1,636$241.9K0.13%+2+0.1%Added
Redwood Financial Network Corp1,635$241.8K0.18%+62+3.9%Added
Bluesphere Advisors, LLC1,631$241.2K0.12%+1,631New
Convergence Investment Partners, LLC1,612$238.4K0.05%+1,612New
Brown Brothers Harriman & Co1,600$236.7K0.00%+288+22.0%Added
Dynasty Wealth Management, LLC1,599$236.4K0.00%+10+0.6%Added
Trust Co of Kansas1,593$236.0K0.11%−2,000−55.7%Reduced
Berkeley Capital Partners, LLC1,591$235.3K0.07%−14−0.9%Reduced
KLCM Advisors, Inc.1,590$235.2K0.03%−39−2.4%Reduced
Longboard Asset Management, LP1,576$233.1K0.62%+1,576New
BLB&B Advisors, LLC1,574$232.8K0.01%+14+0.9%Added
Baxter Bros Inc1,574$232.8K0.03%+1,574New
Clark Capital Management Group, Inc.1,564$231.3K0.00%+1,564New
Mount Yale Investment Advisors, LLC1,560$230.7K0.02%−898−36.5%Reduced
Moody Lynn & Lieberson, LLC1,559$230.6K0.01%−12−0.8%Reduced
Lodestone Wealth Management LLC1,554$229.8K0.12%00.0%Unchanged
Chicago Trust Co NA1,552$229.6K0.04%−85−5.2%Reduced
180 Wealth Advisors, LLC1,543$228.2K0.04%+1,543New
Laurion Capital Management LP1,527$225.9K0.01%−373−19.6%Reduced
Trust Co of Toledo NA1,522$225.1K0.03%+1,522New
Capital Investment Advisory Services, LLC1,515$224.1K0.02%−205−11.9%Reduced
William Blair Investment Management, LLC1,515$224.1K0.00%−547−26.5%Reduced
Wallace Capital Management Inc.1,513$223.8K0.03%+1,513New
Baldwin Investment Management, LLC1,500$221.9K0.03%−3,000−66.7%Reduced
First Citizens Financial Corp1,500$221.9K0.12%+1,500New
Quadrant Capital Group LLC1,489$220.2K0.02%+33+2.3%Added
Miracle Mile Advisors, LLC1,483$219.4K0.00%+1,483New