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 |
|---|---|---|---|---|---|
| River & Mercantile Asset Management LLP | 6,391 | $946.2K | 0.18% | −7,537−54.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 6,373 | $942.6K | 0.07% | +970+18.0% | Added |
| Gardner Lewis Asset Management L P | 6,365 | $941.4K | 0.24% | +6,365 | New |
| Shell Asset Management Co | 6,330 | $936.0K | 0.04% | +3,570+129.3% | Added |
| Welch & Forbes LLC | 6,289 | $930.2K | 0.01% | +39+0.6% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,273 | $927.9K | 0.23% | −144−2.2% | Reduced |
| V-Square Quantitative Management LLC | 6,261 | $926.1K | 0.13% | +3,137+100.4% | Added |
| Diligent Investors, LLC | 6,229 | $921.4K | 0.21% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 16,443 | $914.3K | 0.30% | +6,112+59.2% | Added |
| Legacy Advisors, LLC | 6,153 | $910.1K | 0.09% | +2,202+55.7% | Added |
| Greenleaf Trust | 6,137 | $907.7K | 0.01% | +444+7.8% | Added |
| Guidance Capital, Inc | 5,475 | $906.3K | 0.28% | +5,475 | New |
| Kingswood Wealth Advisors, LLC | 6,082 | $899.6K | 0.07% | −26,784−81.5% | Reduced |
| TFB Advisors LLC | 6,078 | $899.0K | 0.26% | +222+3.8% | Added |
| Spirepoint Private Client, LLC | 6,010 | $888.9K | 0.11% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 5,956 | $881.0K | 0.05% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 5,886 | $870.6K | 0.34% | +81+1.4% | Added |
| Summit Trail Advisors, LLC | 5,871 | $868.4K | 0.03% | +1,916+48.4% | Added |
| One Capital Management, LLC | 5,827 | $861.9K | 0.03% | −250−4.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,798 | $857.6K | 0.05% | −1,103−16.0% | Reduced |
| Guinness Asset Management LTD | 5,789 | $856.3K | 0.02% | +1,151+24.8% | Added |
| Evelyn Partners Investment Management LLP | 5,755 | $851.2K | 0.03% | +5,755 | New |
| Optimas Capital Ltd | 5,745 | $849.7K | 1.15% | −47,900−89.3% | Reduced |
| Integrated Investment Consultants, LLC | 5,736 | $848.4K | 0.18% | +327+6.0% | Added |
| Good Life Advisors, LLC | 5,730 | $847.5K | 0.06% | −169−2.9% | Reduced |
| Ballentine Partners, LLC | 5,721 | $846.2K | 0.01% | +70+1.2% | Added |
| Epoch Investment Partners, Inc. | 5,720 | $846.0K | 0.00% | −8,191−58.9% | Reduced |
| MGB Wealth Management, LLC | 5,712 | $845.1K | 0.26% | +562+10.9% | Added |
| Petra Financial Advisors Inc | 5,704 | $843.6K | 0.57% | −37−0.6% | Reduced |
| Glenview Trust Co | 5,699 | $842.9K | 0.02% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 5,673 | $841.8K | 0.01% | +5,673 | New |
| Sagespring Wealth Partners, LLC | 5,619 | $831.2K | 0.02% | +5,619 | New |
| Dynamic Technology Lab Private Ltd | 5,570 | $824.0K | 0.13% | +3,351+151.0% | Added |
| Gladstone Institutional Advisory LLC | 5,511 | $815.1K | 0.04% | −777−12.4% | Reduced |
| Money Concepts Capital Corp | 5,495 | $812.8K | 0.06% | +5,495 | New |
| Fortress Wealth Group, LLC | 4,978 | $812.5K | 0.39% | −118−2.3% | Reduced |
| Keel Point, LLC | 5,478 | $810.3K | 0.06% | +1,211+28.4% | Added |
| Benjamin Edwards Inc | 5,444 | $805.3K | 0.01% | +1,321+32.0% | Added |
| KCM Investment Advisors LLC | 5,400 | $798.7K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 4,944 | $798.4K | 0.00% | +2,266+84.6% | Added |
| Principal Street Partners, LLC | 5,394 | $797.8K | 0.16% | −418−7.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 5,358 | $792.5K | 0.01% | 00.0% | Unchanged |
| Diversified Trust Co | 5,355 | $792.1K | 0.02% | −964−15.3% | Reduced |
| ProVise Management Group, LLC | 5,355 | $792.1K | 0.07% | −595−10.0% | Reduced |
| Islay Capital Management, LLC | 5,332 | $788.7K | 0.55% | +676+14.5% | Added |
| Golden State Equity Partners | 5,331 | $788.5K | 0.15% | −2,653−33.2% | Reduced |
| Hanlon Investment Management, Inc. | 5,328 | $788.1K | 0.22% | +5,328 | New |
| Red Door Wealth Management, LLC | 5,241 | $775.2K | 0.12% | +97+1.9% | Added |
| Toth Financial Advisory Corp | 5,210 | $770.6K | 0.09% | +10+0.2% | Added |
| BNP Paribas | 5,210 | $770.6K | 0.03% | −90−1.7% | Reduced |
| Huntington National Bank | 5,208 | $770.3K | 0.01% | −265−4.8% | Reduced |
| Paradigm Asset Management Co LLC | 5,204 | $769.7K | 0.21% | +2,500+92.5% | Added |
| NFC Investments, LLC | 5,140 | $760.0K | 0.21% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 5,118 | $757.0K | 0.02% | +5,118 | New |
| Evoke Wealth, LLC | 5,108 | $755.5K | 0.02% | +581+12.8% | Added |
| PGGM Investments | 5,097 | $754.0K | 0.01% | +5,097 | New |
| Marks Group Wealth Management, Inc | 5,079 | $751.2K | 0.07% | −477−8.6% | Reduced |
| Valeo Financial Advisors, LLC | 5,070 | $749.9K | 0.02% | −27−0.5% | Reduced |
| Legacy Wealth Management, LLC | 5,048 | $746.6K | 0.30% | +274+5.7% | Added |
| Meiji Yasuda Life Insurance Co | 5,040 | $745.5K | 0.01% | +5,040 | New |
| Atomi Financial Group, Inc. | 5,031 | $744.1K | 0.04% | +449+9.8% | Added |
| Principle Wealth Partners LLC | 5,020 | $742.5K | 0.05% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4,970 | $735.0K | 0.14% | −351−6.6% | Reduced |
| GTS Securities LLC | 4,950 | $732.2K | 0.04% | −5,099−50.7% | Reduced |
| Edgemoor Investment Advisors, Inc. | 4,892 | $723.6K | 0.06% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 4,874 | $720.9K | 0.05% | +2,055+72.9% | Added |
| Ieq Capital, LLC | 4,869 | $720.2K | 0.01% | −11,251−69.8% | Reduced |
| Graham Capital Management, L.P. | 4,833 | $714.8K | 0.02% | +4,833 | New |
| Hilltop Holdings Inc. | 4,820 | $712.9K | 0.05% | +4,820 | New |
| Eschler Asset Management LLP | 4,815 | $712.2K | 1.67% | 00.0% | Unchanged |
| TrinityPoint Wealth, LLC | 4,815 | $712.2K | 0.10% | +15+0.3% | Added |
| Duncker Streett & Co Inc | 4,800 | $710.0K | 0.13% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 4,797 | $709.6K | 0.02% | −283−5.6% | Reduced |
| Emerald Advisers, LLC | 4,733 | $700.1K | 0.03% | −103−2.1% | Reduced |
| Fusion Capital, LLC | 4,728 | $699.4K | 0.28% | +5+0.1% | Added |
| Aft, Forsyth & Sober, LLC | 4,700 | $695.2K | 0.23% | 00.0% | Unchanged |
| Emprise Bank | 4,681 | $692.4K | 0.39% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,673 | $691.2K | 0.04% | −200−4.1% | Reduced |
| Brighton Jones LLC | 4,661 | $689.4K | 0.02% | +2,437+109.6% | Added |
| Fundamentun, LLC | 4,610 | $682.0K | 0.04% | +2,228+93.5% | Added |
| Prime Capital Investment Advisors, LLC | 4,610 | $681.8K | 0.01% | −6,664−59.1% | Reduced |
| 10Elms LLP | 4,594 | $679.5K | 0.70% | +4,594 | New |
| Crestwood Advisors Group LLC | 4,572 | $676.3K | 0.01% | −115−2.5% | Reduced |
| Gsa Capital Partners LLP | 4,566 | $675.0K | 0.05% | +4,566 | New |
| JTC Employer Solutions Trusteee Ltd | 4,544 | $674.0K | 0.05% | 00.0% | Unchanged |
| Family Management Corp | 4,538 | $671.2K | 0.11% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 4,530 | $670.0K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 4,525 | $669.3K | 0.04% | +899+24.8% | Added |
| Manchester Capital Management LLC | 4,522 | $668.9K | 0.08% | +1,174+35.1% | Added |
| Whalen Wealth Management Inc. | 4,510 | $667.1K | 0.46% | +4,510 | New |
| Schneider Downs Wealth Management Advisors, LP | 4,500 | $665.6K | 0.13% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 4,496 | $665.0K | 0.35% | 00.0% | Unchanged |
| one8zero8, LLC | 4,416 | $653.2K | 0.14% | +4,416 | New |
| Premier Path Wealth Partners, LLC | 4,345 | $642.7K | 0.10% | +50+1.2% | Added |
| Lake Street Advisors Group, LLC | 4,297 | $635.6K | 0.03% | −370−7.9% | Reduced |
| Fountainhead AM, LLC | 4,287 | $634.1K | 0.12% | −338−7.3% | Reduced |
| FreeGulliver LLC | 4,227 | $625.3K | 0.33% | −76−1.8% | Reduced |
| Coldstream Capital Management Inc | 4,208 | $622.4K | 0.01% | +941+28.8% | Added |
| Bartlett & Co. Wealth Management LLC | 4,200 | $621.2K | 0.01% | −800−16.0% | Reduced |
| FFT Wealth Management LLC | 4,189 | $619.6K | 0.05% | +1,650+65.0% | Added |