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 |
|---|---|---|---|---|---|
| Omers Administration Corp | 33,793 | $5.00M | 0.04% | −4,918−12.7% | Reduced |
| Coastline Trust Co | 33,393 | $4.94M | 0.58% | +11,193+50.4% | Added |
| NEOS Investment Management LLC | 33,015 | $4.88M | 0.12% | +7,453+29.2% | Added |
| Mesirow Financial Investment Management, Inc. | 32,983 | $4.88M | 0.10% | −2,935−8.2% | Reduced |
| Karani Asset Management LLC | 32,826 | $4.86M | 4.53% | +32,826 | New |
| New Mexico Educational Retirement Board | 32,200 | $4.76M | 0.16% | −300−0.9% | Reduced |
| Jackson Square Partners, LLC | 31,920 | $4.72M | 0.51% | −9,655−23.2% | Reduced |
| Guardian Wealth Management, Inc. | 31,882 | $4.72M | 3.21% | −799−2.4% | Reduced |
| Richard Bernstein Advisors LLC | 31,626 | $4.68M | 0.11% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 31,600 | $4.67M | 0.14% | +28,148+815.4% | Added |
| Proficio Capital Partners LLC | 31,270 | $4.63M | 0.38% | +316+1.0% | Added |
| Jefferies Financial Group Inc. | 30,929 | $4.57M | 0.05% | +19,670+174.7% | Added |
| TD Waterhouse Canada Inc. | 30,769 | $4.56M | 0.04% | +4,331+16.4% | Added |
| Ingalls & Snyder LLC | 30,684 | $4.54M | 0.18% | −2,121−6.5% | Reduced |
| Capital Analysts, LLC | 30,527 | $4.52M | 0.18% | −2,406−7.3% | Reduced |
| Metis Global Partners, LLC | 30,346 | $4.49M | 0.14% | +1,743+6.1% | Added |
| Sit Investment Associates Inc | 30,015 | $4.44M | 0.10% | −850−2.8% | Reduced |
| Pinnbrook Capital Management LP | 29,620 | $4.38M | 1.54% | −20,201−40.5% | Reduced |
| Two Sigma Investments, LP | 29,558 | $4.37M | 0.01% | +234+0.8% | Added |
| Ossiam | 29,392 | $4.35M | 0.08% | +15,484+111.3% | Added |
| Bearing Point Capital, LLC | 29,358 | $4.34M | 0.91% | +29,358 | New |
| Bain Capital Public Equity, LP | 29,305 | $4.33M | 2.89% | +17,769+154.0% | Added |
| Maltese Capital Management LLC | 29,300 | $4.33M | 0.66% | −4,700−13.8% | Reduced |
| Basswood Capital Management, L.L.C. | 28,973 | $4.29M | 0.25% | −63,953−68.8% | Reduced |
| Equitable Trust Co | 28,834 | $4.26M | 0.24% | −28,663−49.9% | Reduced |
| Hamilton Capital Partners Inc. | 28,650 | $4.24M | 0.32% | +4,853+20.4% | Added |
| Blair William & Co | 28,132 | $4.16M | 0.01% | +2,309+8.9% | Added |
| Quadrature Capital Ltd | 28,114 | $4.16M | 0.08% | +28,114 | New |
| Bryn Mawr Trust Co | 27,702 | $4.10M | 0.07% | +7,136+34.7% | Added |
| Lido Advisors, LLC | 27,649 | $4.09M | 0.03% | −54,387−66.3% | Reduced |
| Edgestream Partners, L.P. | 27,299 | $4.04M | 0.17% | +27,299 | New |
| M&T Bank Corp | 27,123 | $4.01M | 0.01% | −1,860−6.4% | Reduced |
| Baird Financial Group, Inc. | 27,016 | $4.00M | 0.01% | +1,071+4.1% | Added |
| Caption Management, LLC | 27,000 | $3.99M | 0.16% | +14,600+117.7% | Added |
| Investment Management Corp of Ontario | 26,743 | $3.96M | 0.13% | +6,059+29.3% | Added |
| Merit Financial Group, LLC | 26,713 | $3.95M | 0.07% | +20,885+358.4% | Added |
| M&G Plc | 26,500 | $3.92M | 0.02% | +26,500 | New |
| Thrivent Financial for Lutherans | 26,465 | $3.91M | 0.01% | +20.0% | Added |
| Barr E S & Co | 26,375 | $3.90M | 0.23% | −200−0.8% | Reduced |
| CFM Wealth Partners LLC | 26,329 | $3.89M | 0.66% | +703+2.7% | Added |
| Crossmark Global Holdings, Inc. | 26,252 | $3.88M | 0.07% | −528−2.0% | Reduced |
| Principal Securities, Inc. | 25,957 | $3.84M | 0.09% | +1,484+6.1% | Added |
| Warren Averett Asset Management, LLC | 25,945 | $3.84M | 0.06% | +4,647+21.8% | Added |
| Accuvest Global Advisors | 25,479 | $3.80M | 5.33% | −2,421−8.7% | Reduced |
| Fortitude Family Office, LLC | 25,616 | $3.79M | 1.35% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 25,610 | $3.79M | 0.01% | +524+2.1% | Added |
| QRG Capital Management, Inc. | 25,418 | $3.76M | 0.04% | +1,843+7.8% | Added |
| Siemens Fonds Invest GmbH | 25,158 | $3.73M | 0.39% | −2,820−10.1% | Reduced |
| MONECO Advisors, LLC | 25,226 | $3.73M | 0.39% | +20,996+496.4% | Added |
| Man Group plc | 25,206 | $3.73M | 0.01% | +18,574+280.1% | Added |
| Citizens Financial Group Inc | 25,128 | $3.72M | 0.07% | +1,466+6.2% | Added |
| Rational Advisors LLC | 25,050 | $3.71M | 0.36% | −2,850−10.2% | Reduced |
| PenderFund Capital Management Ltd. | 17,320 | $3.68M | 0.79% | −7,400−29.9% | Reduced |
| Procyon Private Wealth Partners, LLC | 24,877 | $3.68M | 0.24% | +548+2.3% | Added |
| Wesbanco Bank Inc | 24,612 | $3.64M | 0.12% | −85−0.3% | Reduced |
| Sierra Capital LLC | 24,499 | $3.62M | 0.43% | −18,659−43.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 24,031 | $3.55M | 0.06% | −7,516−23.8% | Reduced |
| Capital International Sarl | 23,781 | $3.52M | 0.08% | +13,392+128.9% | Added |
| Avantax Advisory Services, Inc. | 23,626 | $3.49M | 0.02% | +4,447+23.2% | Added |
| Norinchukin Bank, The | 23,588 | $3.49M | 0.07% | −716−2.9% | Reduced |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 23,500 | $3.48M | 0.22% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 22,868 | $3.38M | 0.03% | +7,058+44.6% | Added |
| Regions Financial Corp | 22,856 | $3.38M | 0.02% | −1,434−5.9% | Reduced |
| Van Eck Associates Corp | 22,457 | $3.32M | 0.00% | +5,291+30.8% | Added |
| Pensionmark Financial Group, LLC | 22,408 | $3.31M | 0.09% | +2,212+11.0% | Added |
| CIBC Private Wealth Group, LLC | 22,331 | $3.31M | 0.01% | +2,775+14.2% | Added |
| Southeast Asset Advisors Inc. | 22,357 | $3.31M | 0.41% | 00.0% | Unchanged |
| Caisse des Depots Et Consignations | 22,099 | $3.27M | 0.16% | +22,099 | New |
| Bray Capital Advisors | 21,920 | $3.24M | 0.88% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 21,434 | $3.17M | 0.07% | +58+0.3% | Added |
| Glenmede Trust Co NA | 20,890 | $3.09M | 0.02% | +13,221+172.4% | Added |
| Iridian Asset Management LLC | 20,825 | $3.08M | 0.82% | −6,259−23.1% | Reduced |
| Teton Advisors, Inc. | 20,800 | $3.08M | 1.58% | −7,500−26.5% | Reduced |
| Independent Financial Group, LLC | 20,697 | $3.06M | 0.10% | +13,564+190.2% | Added |
| TownSquare Capital, LLC | 20,530 | $3.04M | 0.03% | +6,617+47.6% | Added |
| Zacks Investment Management | 20,519 | $3.04M | 0.03% | +957+4.9% | Added |
| Mission Wealth Management, LP | 20,507 | $3.03M | 0.07% | −82−0.4% | Reduced |
| Metavasi Capital LP | 20,000 | $2.96M | 1.56% | −20,000−50.0% | Reduced |
| Wedbush Securities Inc | 19,831 | $2.93M | 0.10% | +226+1.2% | Added |
| Lee Danner & Bass Inc | 19,446 | $2.88M | 0.23% | −1,150−5.6% | Reduced |
| Central Pacific Bank - Trust Division | 19,224 | $2.84M | 0.37% | +1,185+6.6% | Added |
| Tokio Marine Asset Management Co Ltd | 19,184 | $2.84M | 0.10% | +541+2.9% | Added |
| Pinnacle Associates Ltd | 19,145 | $2.83M | 0.04% | −281−1.4% | Reduced |
| Checchi Capital Advisers, LLC | 19,029 | $2.81M | 0.21% | −5,509−22.5% | Reduced |
| Connable Office Inc | 18,939 | $2.80M | 0.29% | −372−1.9% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 18,714 | $2.77M | 0.08% | −40.0% | Reduced |
| Jones Financial Companies LLLP | 18,376 | $2.72M | 0.00% | +4,930+36.7% | Added |
| Allstate Corp | 18,144 | $2.68M | 0.08% | +18,144 | New |
| Private Advisor Group, LLC | 18,042 | $2.67M | 0.02% | +953+5.6% | Added |
| Integrated Advisors Network LLC | 18,015 | $2.66M | 0.13% | +218+1.2% | Added |
| Ar Asset Management Inc | 18,000 | $2.66M | 0.60% | 00.0% | Unchanged |
| Meketa Investment Group Inc | 17,950 | $2.65M | 5.95% | +17,950 | New |
| Guggenheim Capital LLC | 17,904 | $2.65M | 0.02% | −29,475−62.2% | Reduced |
| Camarda Financial Advisors, LLC | 17,884 | $2.65M | 0.99% | −630−3.4% | Reduced |
| Vontobel Holding Ltd. | 17,752 | $2.63M | 0.01% | +2,229+14.4% | Added |
| HRT Financial LP | 17,721 | $2.62M | 0.01% | +17,721 | New |
| Franklin Street Advisors Inc | 17,547 | $2.60M | 0.17% | 00.0% | Unchanged |
| Cushing Capital Partners, LLC | 17,484 | $2.59M | 2.49% | +17,484 | New |
| J.W. Cole Advisors, Inc. | 17,407 | $2.57M | 0.10% | +209+1.2% | Added |
| Next Capital Management LLC | 17,387 | $2.57M | 1.06% | 00.0% | Unchanged |