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 Advisory Services, LLC | 68,191 | $10.1M | 0.06% | +1,865+2.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 68,172 | $10.1M | 0.02% | +3,195+4.9% | Added |
| Oversea-Chinese Banking CORP Ltd | 67,025 | $9.92M | 0.28% | −25,718−27.7% | Reduced |
| Pacer Advisors, Inc. | 66,577 | $9.85M | 0.02% | +16,554+33.1% | Added |
| Calamos Advisors LLC | 66,086 | $9.77M | 0.05% | −61,086−48.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 66,000 | $9.76M | 0.02% | +66,000 | New |
| Yousif Capital Management, LLC | 65,664 | $9.71M | 0.11% | −7,199−9.9% | Reduced |
| Empowered Funds, LLC | 65,071 | $9.62M | 0.14% | +4,341+7.1% | Added |
| DJE Kapital AG | 64,837 | $9.52M | 0.22% | +64,837 | New |
| Osborne Partners Capital Management, LLC | 64,165 | $9.49M | 0.55% | −2,657−4.0% | Reduced |
| Mizuho Securities USA LLC | 63,980 | $9.46M | 0.17% | +20,247+46.3% | Added |
| Chicago Partners Investment Group LLC | 63,540 | $9.42M | 0.31% | +38,788+156.7% | Added |
| Brinker Capital Investments, LLC | 61,473 | $9.09M | 0.09% | −1,906−3.0% | Reduced |
| Orion Portfolio Solutions, LLC | 61,473 | $9.09M | 0.09% | −1,906−3.0% | Reduced |
| Beck Mack & Oliver LLC | 60,866 | $9.00M | 0.17% | −700−1.1% | Reduced |
| Triangle Securities Wealth Management | 60,842 | $9.00M | 2.31% | −5,097−7.7% | Reduced |
| Elo Mutual Pension Insurance Co | 59,720 | $8.83M | 0.19% | +4,886+8.9% | Added |
| Atria Wealth Solutions, Inc. | 59,626 | $8.82M | 0.10% | +64+0.1% | Added |
| Sterling Investment Advisors, Ltd. | 58,943 | $8.72M | 2.11% | −4,320−6.8% | Reduced |
| Menlo Advisors LLC | 58,320 | $8.63M | 4.40% | −2,250−3.7% | Reduced |
| Oregon Public Employees Retirement Fund | 57,880 | $8.56M | 0.16% | +190+0.3% | Added |
| AE Wealth Management LLC | 57,085 | $8.44M | 0.07% | +8,566+17.7% | Added |
| Mackenzie Financial Corp | 56,598 | $8.37M | 0.01% | −6,247−9.9% | Reduced |
| Arrowstreet Capital, Limited Partnership | 56,423 | $8.35M | 0.01% | +28,862+104.7% | Added |
| GWM Advisors LLC | 55,829 | $8.26M | 0.05% | +7,802+16.2% | Added |
| Denali Advisors LLC | 55,681 | $8.24M | 0.86% | +31,662+131.8% | Added |
| Waratah Capital Advisors Ltd. | 55,276 | $8.18M | 0.46% | −8,787−13.7% | Reduced |
| Umb Bank N A | 54,899 | $8.12M | 0.13% | +1,705+3.2% | Added |
| Boothbay Fund Management, LLC | 54,882 | $8.12M | 0.25% | +53,094+2,969.5% | Added |
| ArrowMark Colorado Holdings LLC | 54,400 | $8.05M | 0.11% | 00.0% | Unchanged |
| US Bancorp | 53,186 | $7.87M | 0.01% | +2,370+4.7% | Added |
| Whittier Trust Co of Nevada Inc | 53,048 | $7.85M | 0.19% | +3,218+6.5% | Added |
| Toroso Investments, LLC | 52,684 | $7.79M | 0.06% | −2,418−4.4% | Reduced |
| BOCHK Asset Management Ltd | 52,000 | $7.69M | 2.35% | +52,000 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 51,995 | $7.69M | 0.08% | +5,145+11.0% | Added |
| Gateway Investment Advisers LLC | 51,788 | $7.66M | 0.09% | +2,169+4.4% | Added |
| AQR Capital Management LLC | 51,435 | $7.61M | 0.01% | +2,221+4.5% | Added |
| Atria Investments LLC | 50,453 | $7.46M | 0.09% | +5,124+11.3% | Added |
| Coastal Bridge Advisors, LLC | 50,195 | $7.42M | 1.87% | −3,045−5.7% | Reduced |
| Grand Jean Capital Management Inc | 50,067 | $7.41M | 1.72% | −6,765−11.9% | Reduced |
| Gillson Capital LP | 49,912 | $7.38M | 0.67% | +49,912 | New |
| Avanza Fonder AB | 49,604 | $7.34M | 0.22% | +49,604 | New |
| Nordea Investment Management AB | 49,421 | $7.32M | 0.01% | −4,420−8.2% | Reduced |
| Marvin & Palmer Associates Inc | 49,377 | $7.30M | 5.58% | −10,548−17.6% | Reduced |
| Logan Capital Management Inc | 48,634 | $7.19M | 0.30% | +48,634 | New |
| Gulf International Bank (UK) Ltd | 48,241 | $7.13M | 0.18% | −524−1.1% | Reduced |
| WMS Partners, LLC | 47,465 | $7.02M | 0.39% | −30.0% | Reduced |
| Heron Bay Capital Management | 47,120 | $6.97M | 1.46% | −7,929−14.4% | Reduced |
| Beach Investment Counsel Inc | 47,100 | $6.97M | 0.94% | −16,300−25.7% | Reduced |
| Tower Research Capital LLC (TRC) | 46,633 | $6.90M | 0.14% | +17,056+57.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 46,584 | $6.89M | 0.19% | +26,600+133.1% | Added |
| Kentucky Retirement Systems | 46,346 | $6.86M | 0.20% | −638−1.4% | Reduced |
| Strategic Blueprint, LLC | 46,098 | $6.82M | 0.41% | −3,317−6.7% | Reduced |
| Kovitz Investment Group Partners, LLC | 45,931 | $6.79M | 0.03% | +26,057+131.1% | Added |
| Waterfront Wealth Inc. | 45,595 | $6.74M | 1.64% | −1,450−3.1% | Reduced |
| Staley Capital Advisers Inc | 45,000 | $6.66M | 0.30% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 44,654 | $6.60M | 0.06% | +435+1.0% | Added |
| Jessup Wealth Management, Inc | 44,613 | $6.60M | 2.81% | −235−0.5% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 44,449 | $6.57M | 0.07% | −8,474−16.0% | Reduced |
| Samjo Management, LLC | 44,445 | $6.57M | 2.48% | −890−2.0% | Reduced |
| Castleark Management LLC | 43,810 | $6.48M | 0.23% | −5,760−11.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 42,569 | $6.47M | 0.08% | +16,116+60.9% | Added |
| Wealthfront Advisers LLC | 43,341 | $6.41M | 0.02% | +16,231+59.9% | Added |
| Engle Capital Management, L.P. | 43,000 | $6.36M | 1.90% | −70,779−62.2% | Reduced |
| Pinnacle Financial Partners Inc | 42,926 | $6.33M | 0.13% | −2,654−5.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 42,703 | $6.32M | 0.05% | +9,657+29.2% | Added |
| Patton Fund Management, Inc. | 42,076 | $6.22M | 1.22% | −6,153−12.8% | Reduced |
| Dilation Capital Management LP | 42,004 | $6.21M | 5.73% | +42,004 | New |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 41,863 | $6.19M | 1.49% | 00.0% | Unchanged |
| Hartford Investment Management Co | 41,799 | $6.18M | 0.20% | −731−1.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 41,569 | $6.15M | 0.01% | +1,275+3.2% | Added |
| Bowen Hanes & Co Inc | 40,560 | $6.00M | 0.16% | +40,560 | New |
| Woodline Partners LP | 40,540 | $6.00M | 0.04% | +40,540 | New |
| TD Private Client Wealth LLC | 40,465 | $5.99M | 0.17% | +2,178+5.7% | Added |
| O'Rourke & Company, Inc | 40,180 | $5.94M | 2.91% | −5,633−12.3% | Reduced |
| IFP Advisors, Inc | 40,074 | $5.93M | 0.19% | −793−1.9% | Reduced |
| Old Well Partners, LLC | 39,423 | $5.83M | 11.13% | −14,700−27.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 38,542 | $5.70M | 0.05% | +3,471+9.9% | Added |
| Cacti Asset Management LLC | 37,630 | $5.58M | 0.43% | −4,000−9.6% | Reduced |
| Bleakley Financial Group, LLC | 37,650 | $5.57M | 0.17% | −2,074−5.2% | Reduced |
| Quantinno Capital Management LP | 37,091 | $5.49M | 0.05% | +11,822+46.8% | Added |
| Fifth Third Bancorp | 36,923 | $5.46M | 0.02% | −1,258−3.3% | Reduced |
| Rothschild Investment LLC | 36,869 | $5.45M | 0.36% | −899−2.4% | Reduced |
| Dorsey Wright & Associates | 36,711 | $5.43M | 1.30% | +36,711 | New |
| Close Asset Management Ltd | 36,615 | $5.42M | 0.15% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 36,642 | $5.42M | 0.02% | +32,483+781.0% | Added |
| Louisiana State Employees Retirement System | 36,300 | $5.37M | 0.10% | −1,700−4.5% | Reduced |
| Securian Asset Management, Inc | 36,280 | $5.37M | 0.16% | −960−2.6% | Reduced |
| Advisors Asset Management, Inc. | 36,274 | $5.37M | 0.10% | +819+2.3% | Added |
| Maryland State Retirement & Pension System | 36,227 | $5.36M | 0.12% | −2,611−6.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 35,946 | $5.32M | 0.02% | +7,105+24.6% | Added |
| Cresset Asset Management, LLC | 35,721 | $5.28M | 0.03% | −13,785−27.8% | Reduced |
| Alps Advisors Inc | 35,625 | $5.27M | 0.03% | −5,775−13.9% | Reduced |
| Sabal Trust CO | 34,720 | $5.14M | 0.30% | +36+0.1% | Added |
| Larson Financial Group LLC | 34,588 | $5.12M | 0.26% | +1,316+4.0% | Added |
| Jamison Private Wealth Management, Inc. | 34,516 | $5.11M | 0.75% | −40−0.1% | Reduced |
| FIL Ltd | 34,361 | $5.08M | 0.00% | +9,087+36.0% | Added |
| Gabelli & Co Investment Advisers, Inc. | 34,000 | $5.03M | 0.86% | +34,000 | New |
| Curbstone Financial Management Corp | 33,988 | $5.03M | 1.06% | −2,370−6.5% | Reduced |
| Avitas Wealth Management LLC | 33,858 | $5.01M | 0.69% | −270−0.8% | Reduced |