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 |
|---|---|---|---|---|---|
| Lakeview Capital Partners, LLC | 1,471 | $217.6K | 0.05% | +1,471 | New |
| Oxbow Advisors, LLC | 1,470 | $217.4K | 0.03% | −70−4.5% | Reduced |
| Flputnam Investment Management Co | 1,451 | $214.6K | 0.00% | +1,451 | New |
| Phocas Financial Corp. | 1,450 | $214.5K | 0.03% | +1,450 | New |
| Webster Bank, N. A. | 1,448 | $214.2K | 0.02% | −143−9.0% | Reduced |
| Cidel Asset Management Inc | 1,446 | $213.9K | 0.01% | −252−14.8% | Reduced |
| Stonegate Investment Group, LLC | 1,427 | $211.1K | 0.01% | +1,427 | New |
| Silver Coast Investments LLC | 1,422 | $210.3K | 0.08% | +1,422 | New |
| Parkside Investments, LLC | 1,421 | $210.2K | 0.03% | +1,421 | New |
| Waterloo Capital, L.P. | 1,419 | $209.8K | 0.02% | +1,419 | New |
| Becker Capital Management Inc | 1,417 | $209.6K | 0.01% | +1,417 | New |
| Hoey Investments, Inc | 1,413 | $209.0K | 0.04% | −156−9.9% | Reduced |
| Moran Wealth Management, LLC | 1,409 | $208.4K | 0.01% | +1,409 | New |
| Bayforest Capital Ltd | 1,400 | $207.1K | 0.26% | +1,400 | New |
| Millennium Capital Advisors, LLC | 1,400 | $207.1K | 0.14% | +1,400 | New |
| Post Resch Tallon Group Inc. | 1,386 | $206.8K | 0.20% | +1,386 | New |
| West Family Investments, Inc. | 1,396 | $206.5K | 0.07% | +1,396 | New |
| Bailard, Inc. | 1,391 | $205.8K | 0.01% | +1,391 | New |
| Catalina Capital Group, LLC | 1,390 | $205.6K | 0.07% | +1,390 | New |
| Aveo Capital Partners, LLC | 1,387 | $205.2K | 0.02% | −308−18.2% | Reduced |
| Emerald Mutual Fund Advisers Trust | 1,377 | $203.7K | 0.01% | −67−4.6% | Reduced |
| Smart Money Group LLC | 1,367 | $202.2K | 0.07% | +1,367 | New |
| PDS Planning, Inc | 1,366 | $202.0K | 0.02% | +1,366 | New |
| Clifford Group, LLC | 1,353 | $200.1K | 0.15% | +1,353 | New |
| Private Trust Co NA | 1,350 | $199.7K | 0.02% | −1,254−48.2% | Reduced |
| Icon Wealth Advisors, LLC | 1,333 | $197.2K | 0.02% | +93+7.5% | Added |
| Covestor Ltd | 1,321 | $196.0K | 0.12% | −46−3.4% | Reduced |
| Skopos Labs, Inc. | 1,326 | $196.0K | 0.06% | +162+13.9% | Added |
| Parkside Financial Bank & Trust | 1,289 | $190.7K | 0.03% | +70+5.7% | Added |
| Cromwell Holdings LLC | 1,283 | $189.8K | 0.11% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,200 | $177.5K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,195 | $176.8K | 0.01% | +132+12.4% | Added |
| Rosenberg Matthew Hamilton | 1,172 | $173.4K | 0.05% | −313−21.1% | Reduced |
| Modus Advisors, LLC | 1,160 | $171.6K | 0.05% | +1,160 | New |
| Financial Perspectives, Inc | 1,120 | $165.7K | 0.06% | +1,120 | New |
| ZRC Wealth Management, LLC | 1,118 | $165.4K | 0.07% | +93+9.1% | Added |
| LRI Investments, LLC | 1,110 | $164.2K | 0.02% | +100+9.9% | Added |
| Massmutual Trust Co FSB | 1,110 | $164.2K | 0.00% | +199+21.8% | Added |
| Plante Moran Financial Advisors, LLC | 1,107 | $163.8K | 0.01% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 1,000 | $162.9K | 0.12% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 1,084 | $160.3K | 0.05% | −77−6.6% | Reduced |
| Vermillion Wealth Management, Inc. | 1,084 | $160.3K | 0.08% | +1,084 | New |
| Mather Group, LLC. | 1,064 | $157.4K | 0.00% | +78+7.9% | Added |
| Motco | 1,000 | $147.9K | 0.02% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,000 | $147.9K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 987 | $146.0K | 0.01% | +7+0.7% | Added |
| Delta Asset Management LLC | 986 | $145.8K | 0.01% | −5−0.5% | Reduced |
| Perkins Coie Trust Co | 984 | $145.5K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 862 | $138.9K | 0.03% | +7+0.8% | Added |
| United Community Bank | 930 | $137.6K | 0.05% | +930 | New |
| Central Trust Co | 922 | $136.4K | 0.00% | +196+27.0% | Added |
| Gordian Capital Singapore Pte Ltd | 920 | $136.1K | 0.07% | +920 | New |
| Spirit of America Management Corp | 900 | $133.1K | 0.03% | +900 | New |
| NBT Bank N A | 860 | $127.2K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 829 | $122.6K | 0.04% | +24+3.0% | Added |
| Stelac Advisory Services LLC | 801 | $118.5K | 0.05% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 800 | $118.0K | 0.03% | 00.0% | Unchanged |
| Quarry LP | 786 | $116.3K | 0.02% | +547+228.9% | Added |
| Compagnie Lombard Odier SCmA | 765 | $113.2K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 750 | $111.0K | 0.01% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 743 | $110.3K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 657 | $107.3K | 0.00% | +657 | New |
| TSFG, LLC | 726 | $107.0K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 710 | $105.0K | 0.05% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 590 | $98.6K | 0.00% | −2,425−80.4% | Reduced |
| Asset Planning,Inc | 666 | $98.6K | 0.08% | +666 | New |
| Hemington Wealth Management | 632 | $93.0K | 0.02% | +38+6.4% | Added |
| American Capital Advisory, LLC | 625 | $92.4K | 0.05% | −2,000−76.2% | Reduced |
| West Oak Capital, LLC | 625 | $92.4K | 0.03% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 600 | $88.7K | 0.03% | +600 | New |
| Valley National Advisers Inc | 601 | $88.0K | 0.02% | +138+29.8% | Added |
| Princeton Global Asset Management LLC | 592 | $87.6K | 0.02% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 586 | $86.7K | 0.09% | −102−14.8% | Reduced |
| Fedenia Advisers LLC | 585 | $86.5K | 0.05% | +585 | New |
| CVA Family Office, LLC | 575 | $85.0K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 568 | $84.0K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 559 | $82.7K | 0.03% | +2+0.4% | Added |
| Kings Path Partners LLC | 556 | $82.2K | 0.04% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 550 | $81.3K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 546 | $80.8K | 0.01% | −222−28.9% | Reduced |
| Caas Capital Management LP | 536 | $79.3K | 0.07% | +536 | New |
| J.Safra Asset Management Corp | 519 | $77.0K | 0.01% | +519 | New |
| SJS Investment Consulting Inc. | 520 | $76.9K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 520 | $76.9K | 0.06% | −25−4.6% | Reduced |
| Silicon Valley Capital Partners | 509 | $75.2K | 0.01% | +1+0.2% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 500 | $74.0K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 500 | $74.0K | 0.03% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 500 | $74.0K | 0.06% | +500 | New |
| Versant Capital Management, Inc | 494 | $73.1K | 0.02% | +141+39.9% | Added |
| CoreCap Advisors, LLC | 489 | $72.3K | 0.00% | +301+160.1% | Added |
| VSM Wealth Advisory, LLC | 479 | $70.8K | 0.03% | +479 | New |
| Oarsman Capital, Inc. | 465 | $68.8K | 0.01% | −37−7.4% | Reduced |
| Proequities, Inc. | 424 | $68.5K | 0.00% | +399+1,596.0% | Added |
| TCTC Holdings, LLC | 462 | $68.3K | 0.00% | +462 | New |
| Hazlett, Burt & Watson, Inc. | 450 | $67.0K | 0.03% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 455 | $67.0K | 0.00% | +455 | New |
| Riggs Asset Managment Co. Inc. | 445 | $66.0K | 0.02% | 00.0% | Unchanged |
| BankPlus Trust Department | 440 | $65.1K | 0.02% | +440 | New |
| Farmers & Merchants Investments Inc | 430 | $63.6K | 0.00% | +65+17.8% | Added |
| Glen Eagle Advisors, LLC | 427 | $63.2K | 0.01% | 00.0% | Unchanged |