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 |
|---|---|---|---|---|---|
| Crestline Management, LP | 10,329 | $1.53M | 0.05% | +7,067+216.6% | Added |
| IFC Advisors LLC | 10,313 | $1.53M | 0.33% | +10,313 | New |
| Capstone Investment Advisors, LLC | 10,137 | $1.50M | 0.01% | +272+2.8% | Added |
| Clear Harbor Asset Management, LLC | 10,125 | $1.50M | 0.12% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 9,965 | $1.47M | 0.19% | +9,965 | New |
| Riverpark Capital Management LLC | 9,945 | $1.47M | 2.57% | −483−4.6% | Reduced |
| Profund Advisors LLC | 9,891 | $1.46M | 0.05% | −329−3.2% | Reduced |
| RW Investment Management LLC | 9,762 | $1.44M | 0.18% | 00.0% | Unchanged |
| Agf Management Ltd | 9,721 | $1.44M | 0.01% | −215−2.2% | Reduced |
| Gilbert & Cook, Inc. | 9,675 | $1.43M | 0.20% | −595−5.8% | Reduced |
| Sterling Capital Management LLC | 9,670 | $1.43M | 0.02% | −126−1.3% | Reduced |
| Summit Financial, LLC | 9,650 | $1.43M | 0.05% | +1,661+20.8% | Added |
| GM Advisory Group, Inc. | 9,561 | $1.41M | 0.08% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 9,544 | $1.41M | 0.03% | +569+6.3% | Added |
| NVWM, LLC | 9,519 | $1.41M | 0.36% | −75−0.8% | Reduced |
| Private Advisory Group LLC | 9,476 | $1.40M | 0.16% | +2,046+27.5% | Added |
| Mutual Advisors, LLC | 9,105 | $1.40M | 0.04% | −103−1.1% | Reduced |
| Aries Wealth Management | 9,404 | $1.39M | 0.38% | −40−0.4% | Reduced |
| Segment Wealth Management, LLC | 9,350 | $1.38M | 0.09% | +500+5.6% | Added |
| Buckingham Strategic Partners | 9,347 | $1.38M | 0.02% | +9,347 | New |
| Beaumont Financial Advisors, LLC | 9,254 | $1.37M | 0.10% | −30.0% | Reduced |
| Zions Bancorporation, N.A. | 9,195 | $1.36M | 0.09% | +1,618+21.4% | Added |
| Aster Capital Management (DIFC) Ltd | 9,153 | $1.35M | 0.52% | +9,153 | New |
| Kestra Private Wealth Services, LLC | 9,151 | $1.35M | 0.02% | +836+10.1% | Added |
| Beacon Pointe Advisors, LLC | 9,089 | $1.34M | 0.01% | +34+0.4% | Added |
| Snowden Capital Advisors LLC | 9,087 | $1.34M | 0.04% | −6−0.1% | Reduced |
| Transcend Wealth Collective, LLC | 9,023 | $1.33M | 0.10% | −1,203−11.8% | Reduced |
| StoneX Group Inc. | 8,976 | $1.33M | 0.07% | +1,504+20.1% | Added |
| Kraematon Investment Advisors, Inc | 8,956 | $1.32M | 1.31% | −28−0.3% | Reduced |
| Arete Wealth Advisors, LLC | 8,922 | $1.32M | 0.10% | +2,749+44.5% | Added |
| E&G Advisors, LP | 8,900 | $1.32M | 0.36% | +300+3.5% | Added |
| MJP Associates Inc | 8,816 | $1.30M | 0.23% | +611+7.4% | Added |
| Hanseatic Management Services Inc | 8,768 | $1.30M | 1.65% | +107+1.2% | Added |
| Exchange Traded Concepts, LLC | 8,703 | $1.29M | 0.03% | +2,429+38.7% | Added |
| Fiduciary Group LLC | 8,700 | $1.29M | 0.13% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 8,617 | $1.27M | 0.81% | 00.0% | Unchanged |
| CWM, LLC | 8,589 | $1.27M | 0.01% | +744+9.5% | Added |
| Smith Shellnut Wilson LLC | 8,578 | $1.27M | 0.56% | +70+0.8% | Added |
| Louisbourg Investments Inc. | 10,442 | $1.27M | 0.33% | −7,855−42.9% | Reduced |
| Forum Financial Management, LP | 8,566 | $1.27M | 0.02% | +111+1.3% | Added |
| Bokf, NA | 8,937 | $1.26M | 0.02% | +237+2.7% | Added |
| Abn Amro Investment Solutions | 8,507 | $1.26M | 0.02% | −376−4.2% | Reduced |
| Leonteq Securities AG | 8,483 | $1.25M | 0.12% | −2,653−23.8% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,413 | $1.24M | 0.01% | +2,778+49.3% | Added |
| James J. Burns & Company, LLC | 8,410 | $1.24M | 0.22% | −1,623−16.2% | Reduced |
| D.A. Davidson & Co. | 8,331 | $1.23M | 0.01% | +1,158+16.1% | Added |
| Synovus Financial Corp | 8,309 | $1.23M | 0.02% | +110+1.3% | Added |
| Signaturefd, LLC | 8,298 | $1.23M | 0.02% | +194+2.4% | Added |
| Axxcess Wealth Management, LLC | 8,264 | $1.22M | 0.03% | +4,816+139.7% | Added |
| Williamson Legacy Group, LLC | 8,244 | $1.22M | 0.81% | +342+4.3% | Added |
| Fidelis Capital Partners, LLC | 7,428 | $1.21M | 0.12% | +1,754+30.9% | Added |
| Twin Capital Management Inc | 8,175 | $1.21M | 0.13% | −118−1.4% | Reduced |
| Meeder Advisory Services, Inc. | 8,135 | $1.20M | 0.08% | +278+3.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8,119 | $1.20M | 0.04% | +506+6.6% | Added |
| Allianz SE | 8,000 | $1.19M | 0.03% | +1,890+30.9% | Added |
| AMJ Financial Wealth Management | 7,986 | $1.18M | 0.33% | −343−4.1% | Reduced |
| Sage Rhino Capital LLC | 7,970 | $1.18M | 0.26% | +5+0.1% | Added |
| Vestmark Advisory Solutions, Inc. | 7,969 | $1.18M | 0.04% | +2,351+41.8% | Added |
| Global Retirement Partners, LLC | 7,912 | $1.17M | 0.03% | +3,933+98.8% | Added |
| Corsair Capital Management, L.P. | 7,832 | $1.16M | 0.25% | −188−2.3% | Reduced |
| Sawgrass Asset Management LLC | 7,831 | $1.16M | 0.13% | −1,865−19.2% | Reduced |
| Vise Technologies, Inc. | 7,813 | $1.16M | 0.10% | +4,579+141.6% | Added |
| Trust Asset Management LLC | 7,716 | $1.14M | 0.09% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 7,693 | $1.14M | 0.05% | +387+5.3% | Added |
| Vinva Investment Management Ltd | 7,564 | $1.12M | 0.04% | −15,311−66.9% | Reduced |
| CAPROCK Group, Inc. | 7,565 | $1.12M | 0.04% | +1,453+23.8% | Added |
| Institute for Wealth Management, LLC. | 7,564 | $1.12M | 0.14% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 7,538 | $1.11M | 0.06% | −4−0.1% | Reduced |
| Insigneo Advisory Services, LLC | 7,525 | $1.11M | 0.11% | +1,877+33.2% | Added |
| USA Financial Portformulas Corp | 7,477 | $1.11M | 0.17% | +666+9.8% | Added |
| Grange Capital, LLC | 7,470 | $1.10M | 1.16% | +7,470 | New |
| Dynamic Advisor Solutions LLC | 7,446 | $1.10M | 0.05% | −73−1.0% | Reduced |
| Canandaigua National Bank & Trust Co | 7,384 | $1.09M | 0.11% | −954−11.4% | Reduced |
| Darwin Advisors, LLC | 7,383 | $1.09M | 0.37% | +6,511+746.7% | Added |
| First Bank & Trust | 7,324 | $1.08M | 0.21% | +554+8.2% | Added |
| Qtron Investments LLC | 7,237 | $1.07M | 0.15% | −1,009−12.2% | Reduced |
| Verition Fund Management LLC | 7,210 | $1.07M | 0.01% | +4,245+143.2% | Added |
| Yorktown Management & Research Co Inc | 7,200 | $1.06M | 1.02% | 00.0% | Unchanged |
| ASB Consultores, LLC | 7,129 | $1.05M | 0.44% | +130+1.9% | Added |
| Douglas Lane & Associates, LLC | 7,121 | $1.05M | 0.01% | +31+0.4% | Added |
| Linscomb & Williams, Inc. | 7,000 | $1.04M | 0.05% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 7,266 | $1.04M | 0.06% | +923+14.6% | Added |
| Weiss Asset Management LP | 6,984 | $1.03M | 0.02% | +6,984 | New |
| Strategy Asset Managers LLC | 6,968 | $1.03M | 0.20% | +1,412+25.4% | Added |
| Bridgewater Associates, LP | 6,946 | $1.03M | 0.00% | −18,664−72.9% | Reduced |
| Sompo Asset Management Co., Ltd. | 6,890 | $1.02M | 0.17% | +6,890 | New |
| Cigna Investments Inc | 6,873 | $1.02M | 0.18% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 6,873 | $1.02M | 0.50% | −67−1.0% | Reduced |
| Old National Bancorp | 6,813 | $1.01M | 0.02% | +336+5.2% | Added |
| SG Americas Securities, LLC | 6,722 | $994.0K | 0.00% | −29,573−81.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 6,704 | $991.6K | 0.20% | +58+0.9% | Added |
| Moloney Securities Asset Management, LLC | 6,698 | $990.6K | 0.13% | +10.0% | Added |
| SageView Advisory Group, LLC | 6,638 | $981.9K | 0.04% | +964+17.0% | Added |
| Sigma Planning Corp | 6,598 | $975.9K | 0.03% | +109+1.7% | Added |
| Ameritas Investment Partners, Inc. | 6,577 | $972.8K | 0.03% | −254−3.7% | Reduced |
| Visionary Wealth Advisors | 6,469 | $956.8K | 0.06% | +31+0.5% | Added |
| Centaurus Financial, Inc. | 6,456 | $955.0K | 0.06% | −236−3.5% | Reduced |
| Oak Thistle LLC | 6,456 | $954.9K | 0.28% | +4,290+198.1% | Added |
| Concurrent Investment Advisors, LLC | 6,422 | $949.9K | 0.03% | −111−1.7% | Reduced |
| EP Wealth Advisors, LLC | 6,409 | $947.9K | 0.01% | +1,614+33.7% | Added |