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 |
|---|---|---|---|---|---|
| Cross Staff Investments Inc | 17,251 | $2.55M | 1.92% | +707+4.3% | Added |
| Fulton Bank, N.A. | 17,182 | $2.54M | 0.10% | +1,301+8.2% | Added |
| Arkadios Wealth Advisors | 17,111 | $2.53M | 0.14% | +648+3.9% | Added |
| LB Partners LLC | 17,100 | $2.53M | 1.90% | 00.0% | Unchanged |
| ING Groep NV | 16,950 | $2.51M | 0.02% | −3,482−17.0% | Reduced |
| RSM US Wealth Management LLC | 16,889 | $2.51M | 0.04% | −2,985−15.0% | Reduced |
| Bradley Foster & Sargent Inc | 16,792 | $2.48M | 0.04% | +970+6.1% | Added |
| Everence Capital Management Inc | 16,790 | $2.48M | 0.16% | +16,790 | New |
| DRW Securities, LLC | 16,747 | $2.48M | 0.17% | +6,178+58.5% | Added |
| National Asset Management, Inc. | 16,607 | $2.46M | 0.08% | −1,882−10.2% | Reduced |
| Oppenheimer Asset Management Inc. | 16,427 | $2.43M | 0.03% | +69+0.4% | Added |
| Grandeur Peak Global Advisors, LLC | 16,372 | $2.42M | 0.21% | +873+5.6% | Added |
| United Asset Strategies, Inc. | 16,367 | $2.42M | 0.22% | −712−4.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,000 | $2.42M | 0.02% | +15,000 | New |
| HBK Sorce Advisory LLC | 16,297 | $2.41M | 0.07% | −6,525−28.6% | Reduced |
| Concentric Capital Strategies, LP | 16,198 | $2.40M | 0.15% | −17,318−51.7% | Reduced |
| Harvest Fund Management Co., Ltd | 16,180 | $2.40M | 0.11% | +4,501+38.5% | Added |
| Essex Financial Services, Inc. | 16,012 | $2.37M | 0.17% | +1,047+7.0% | Added |
| Equitable Holdings, Inc. | 15,950 | $2.36M | 0.02% | +3,645+29.6% | Added |
| Independent Advisor Alliance | 15,933 | $2.36M | 0.03% | +2,422+17.9% | Added |
| Sava Infond d.o.o. | 15,915 | $2.35M | 0.42% | +15,915 | New |
| Lansing Street Advisors | 15,749 | $2.33M | 0.81% | +25+0.2% | Added |
| NewEdge Wealth, LLC | 15,710 | $2.32M | 0.04% | +763+5.1% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 15,518 | $2.30M | 0.17% | +3,187+25.8% | Added |
| United Services Automobile Association | 15,494 | $2.29M | 0.07% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 15,346 | $2.27M | 0.02% | +742+5.1% | Added |
| Advisory Services Network, LLC | 15,331 | $2.27M | 0.04% | +3,382+28.3% | Added |
| Farther Finance Advisors, LLC | 15,232 | $2.25M | 0.08% | +3,474+29.5% | Added |
| CWA Asset Management Group, LLC | 15,122 | $2.24M | 0.11% | +1,248+9.0% | Added |
| Intech Investment Management LLC | 14,998 | $2.22M | 0.02% | +6,592+78.4% | Added |
| Yelin Lapidot Holdings Management Ltd. | 14,827 | $2.19M | 0.38% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 14,799 | $2.19M | 0.28% | −99−0.7% | Reduced |
| Clearstead Advisors, LLC | 14,735 | $2.18M | 0.03% | −8,029−35.3% | Reduced |
| Davidson Kahn Capital Management, LLC | 14,696 | $2.17M | 2.02% | +14,696 | New |
| Level Four Advisory Services, LLC | 14,558 | $2.15M | 0.09% | +595+4.3% | Added |
| Financial Management Network Inc | 13,927 | $2.12M | 0.44% | +1,624+13.2% | Added |
| Avalon Trust Co | 14,310 | $2.12M | 0.15% | +26+0.2% | Added |
| RiverPark Advisors, LLC | 14,268 | $2.11M | 1.70% | −937−6.2% | Reduced |
| Bayesian Capital Management, LP | 14,163 | $2.09M | 0.26% | +7,300+106.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,145 | $2.09M | 0.02% | −7,111−33.5% | Reduced |
| Scotia Capital Inc. | 14,077 | $2.08M | 0.01% | +12,054+595.8% | Added |
| Mosaic Financial Group, LLC | 14,000 | $2.07M | 1.49% | 00.0% | Unchanged |
| Choate Investment Advisors | 13,956 | $2.06M | 0.05% | +233+1.7% | Added |
| First National Bank Sioux Falls | 13,888 | $2.05M | 0.87% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 13,771 | $2.04M | 0.00% | −10,582−43.5% | Reduced |
| IHT Wealth Management, LLC | 13,730 | $2.03M | 0.07% | −438−3.1% | Reduced |
| Moody National Bank Trust Division | 13,661 | $2.02M | 0.21% | −752−5.2% | Reduced |
| Quantbot Technologies LP | 13,648 | $2.02M | 0.07% | +13,648 | New |
| Dakota Wealth Management | 13,582 | $2.01M | 0.05% | −1,161−7.9% | Reduced |
| Capitolis Liquid Global Markets LLC | 13,560 | $2.01M | 0.02% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 13,343 | $1.97M | 0.05% | +5,869+78.5% | Added |
| Walter & Keenan Financial Consulting Co | 13,303 | $1.97M | 0.59% | −1,033−7.2% | Reduced |
| Commerce Bank | 13,192 | $1.95M | 0.01% | −759−5.4% | Reduced |
| Banque Transatlantique SA | 84,884 | $1.92M | 0.05% | +84,884 | New |
| RFG Advisory, LLC | 12,986 | $1.92M | 0.05% | −444−3.3% | Reduced |
| MAI Capital Management | 12,909 | $1.91M | 0.01% | +2,303+21.7% | Added |
| Employees Retirement System of Texas | 12,879 | $1.91M | 0.02% | +12,879 | New |
| Wetherby Asset Management Inc | 12,848 | $1.90M | 0.09% | −113−0.9% | Reduced |
| Northeast Investment Management | 12,800 | $1.89M | 0.08% | 00.0% | Unchanged |
| Wernau Asset Management Inc. | 12,675 | $1.87M | 1.81% | +12,675 | New |
| Zhang Financial LLC | 12,553 | $1.86M | 0.11% | +1,936+18.2% | Added |
| Resources Investment Advisors, LLC. | 12,485 | $1.85M | 0.02% | −2,651−17.5% | Reduced |
| Guardian Investment Management | 12,425 | $1.84M | 1.33% | −100−0.8% | Reduced |
| Virtue Capital Management, LLC | 12,318 | $1.82M | 0.37% | −32−0.3% | Reduced |
| Daymark Wealth Partners, LLC | 12,224 | $1.81M | 0.08% | −102−0.8% | Reduced |
| Runnymede Capital Advisors, Inc. | 12,207 | $1.81M | 1.58% | +12,207 | New |
| Harbor Capital Advisors, Inc. | 12,184 | $1.80M | 0.08% | +296+2.5% | Added |
| Chemistry Wealth Management LLC | 12,146 | $1.80M | 0.42% | +20.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 12,032 | $1.78M | 0.07% | +3,362+38.8% | Added |
| Professional Financial Advisors, LLC | 12,022 | $1.78M | 0.46% | −154−1.3% | Reduced |
| Advisor OS, LLC | 12,015 | $1.78M | 0.21% | −2,531−17.4% | Reduced |
| Canada Post Corp Registered Pension Plan | 11,900 | $1.76M | 0.10% | +11,900 | New |
| Driehaus Capital Management LLC | 11,696 | $1.73M | 0.01% | −491−4.0% | Reduced |
| HB Wealth Management, LLC | 11,638 | $1.72M | 0.02% | +2,708+30.3% | Added |
| AlTi Global, Inc. | 11,382 | $1.69M | 0.04% | −5,588−32.9% | Reduced |
| Boston Private Wealth LLC | 11,362 | $1.68M | 0.03% | +11,362 | New |
| Vestcor Inc | 11,298 | $1.67M | 0.06% | −1,022−8.3% | Reduced |
| Spire Wealth Management | 11,258 | $1.67M | 0.05% | −59−0.5% | Reduced |
| Highland Capital Management, LLC | 11,253 | $1.66M | 0.10% | −189−1.7% | Reduced |
| Davenport & Co LLC | 11,247 | $1.66M | 0.01% | +14+0.1% | Added |
| Stratos Wealth Partners, LTD. | 11,184 | $1.65M | 0.02% | +6,015+116.4% | Added |
| Westover Capital Advisors, LLC | 11,130 | $1.65M | 0.36% | 00.0% | Unchanged |
| JustInvest LLC | 11,119 | $1.64M | 0.02% | +742+7.2% | Added |
| Element Pointe Advisors, LLC | 11,112 | $1.64M | 0.39% | 00.0% | Unchanged |
| Lynx Capital Group Ltd | 11,107 | $1.64M | 0.95% | −80−0.7% | Reduced |
| Prudential PLC | 11,098 | $1.64M | 0.01% | 00.0% | Unchanged |
| Keybank National Association | 11,062 | $1.64M | 0.01% | −906−7.6% | Reduced |
| Centiva Capital, LP | 11,032 | $1.63M | 0.06% | +7,682+229.3% | Added |
| Wealthcare Advisory Partners LLC | 10,974 | $1.62M | 0.05% | +73+0.7% | Added |
| VCI Wealth Management LLC | 10,906 | $1.61M | 0.68% | +10,906 | New |
| Illinois Municipal Retirement Fund | 10,757 | $1.59M | 0.02% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 10,631 | $1.57M | 0.06% | −1,862−14.9% | Reduced |
| GAMMA Investing LLC | 10,595 | $1.57M | 0.13% | +973+10.1% | Added |
| Horizon Investments, LLC | 10,586 | $1.57M | 0.04% | +148+1.4% | Added |
| Silvant Capital Management LLC | 10,531 | $1.56M | 0.06% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 10,492 | $1.55M | 0.76% | −207−1.9% | Reduced |
| Hunting Hill Global Capital, LLC | 10,471 | $1.55M | 0.70% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 10,423 | $1.54M | 0.35% | +10,423 | New |
| Duncan Williams Asset Management, LLC | 10,381 | $1.54M | 0.60% | −2,769−21.1% | Reduced |
| Western Wealth Management, LLC | 10,345 | $1.53M | 0.08% | +202+2.0% | Added |