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 |
|---|---|---|---|---|---|
| Watershed Private Wealth LLC | 4,179 | $618.1K | 0.24% | 00.0% | Unchanged |
| RDA Financial Network | 4,168 | $616.6K | 0.18% | −231−5.3% | Reduced |
| Kovack Advisors, Inc. | 4,136 | $611.8K | 0.06% | +162+4.1% | Added |
| Ethic Inc. | 4,136 | $611.7K | 0.01% | −64−1.5% | Reduced |
| Colonial River Wealth Management, LLC | 4,117 | $608.9K | 0.29% | +4,117 | New |
| Wedmont Private Capital | 4,320 | $608.8K | 0.03% | −6,589−60.4% | Reduced |
| Dana Investment Advisors, Inc. | 4,081 | $603.7K | 0.02% | −412−9.2% | Reduced |
| Howard Capital Management Inc. | 4,075 | $602.7K | 0.01% | +207+5.4% | Added |
| Teza Capital Management LLC | 4,074 | $602.6K | 0.09% | +4,074 | New |
| Ameritas Advisory Services, LLC | 4,060 | $600.5K | 0.02% | +2,168+114.6% | Added |
| Samalin Investment Counsel, LLC | 4,028 | $595.9K | 0.26% | −303−7.0% | Reduced |
| Fort Sheridan Advisors LLC | 4,028 | $595.7K | 0.09% | +561+16.2% | Added |
| Kavar Capital Partners Group, LLC | 4,022 | $594.9K | 0.10% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 4,015 | $593.8K | 0.09% | +4,015 | New |
| XML Financial, LLC | 4,007 | $592.7K | 0.05% | +228+6.0% | Added |
| U S Global Investors Inc | 3,950 | $584.2K | 0.06% | −5,000−55.9% | Reduced |
| Venture Visionary Partners LLC | 3,945 | $583.6K | 0.02% | −137−3.4% | Reduced |
| Operose Advisors LLC | 3,925 | $580.5K | 0.20% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 3,918 | $579.5K | 0.03% | +78+2.0% | Added |
| Parcion Private Wealth LLC | 3,912 | $578.6K | 0.04% | −57−1.4% | Reduced |
| Total Clarity Wealth Management, Inc. | 3,910 | $578.3K | 0.19% | −150−3.7% | Reduced |
| Mount Lucas Management LP | 3,899 | $576.7K | 0.20% | −821−17.4% | Reduced |
| Register Financial Advisors LLC | 3,897 | $576.4K | 0.29% | +2+0.1% | Added |
| Meridian Wealth Management, LLC | 3,858 | $570.6K | 0.03% | +3,858 | New |
| Fjell Capital, LLC | 3,823 | $565.5K | 0.58% | +3,823 | New |
| Prelude Capital Management, LLC | 3,823 | $565.5K | 0.05% | −717−15.8% | Reduced |
| Tradition Wealth Management, LLC | 3,816 | $564.4K | 0.05% | −53−1.4% | Reduced |
| Johnson Investment Counsel Inc | 3,813 | $564.0K | 0.01% | +487+14.6% | Added |
| Hardin Capital Partners, LLC | 3,813 | $564.0K | 0.34% | +13+0.3% | Added |
| Shelton Capital Management | 3,810 | $563.5K | 0.01% | −133−3.4% | Reduced |
| Pines Wealth Management, LLC | 3,994 | $562.9K | 0.24% | +3,994 | New |
| Ade, LLC | 3,805 | $562.8K | 0.35% | 00.0% | Unchanged |
| We Are One Seven, LLC | 3,788 | $560.4K | 0.02% | +1,035+37.6% | Added |
| Bridgefront Capital, LLC | 3,781 | $559.2K | 0.19% | +728+23.8% | Added |
| Resurgent Financial Advisors LLC | 3,773 | $558.1K | 0.33% | +9+0.2% | Added |
| TAGStone Capital, Inc. | 3,776 | $558.0K | 0.27% | +5+0.1% | Added |
| Genesis Private Wealth, LLC | 3,754 | $555.3K | 0.31% | +3,754 | New |
| Aaron Wealth Advisors | 3,752 | $555.0K | 0.06% | +64+1.7% | Added |
| SMART Wealth LLC | 3,752 | $555.0K | 0.20% | +3,752 | New |
| L.M. Kohn & Company | 3,735 | $552.4K | 0.14% | −257−6.4% | Reduced |
| Flow Traders U.S. LLC | 3,712 | $549.0K | 0.02% | +3,712 | New |
| Ssi Investment Management LLC | 3,698 | $547.0K | 0.04% | −5−0.1% | Reduced |
| Banco BTG Pactual S.A. | 3,663 | $546.5K | 0.13% | +3,663 | New |
| Main Street Financial Solutions, LLC | 3,686 | $545.2K | 0.05% | +1,725+88.0% | Added |
| Knightsbridge Asset Management, LLC | 3,669 | $542.7K | 0.13% | −156−4.1% | Reduced |
| Bingham Private Wealth, LLC | 3,653 | $540.3K | 0.57% | +3,653 | New |
| Commerzbank Aktiengesellschaft | 3,598 | $534.0K | 0.01% | +1,037+40.5% | Added |
| HHM Wealth Advisors, LLC | 3,610 | $533.9K | 0.07% | +122+3.5% | Added |
| Triumph Capital Management | 3,600 | $532.5K | 0.18% | −3,400−48.6% | Reduced |
| Evergreen Capital Management LLC | 3,577 | $529.1K | 0.02% | +179+5.3% | Added |
| Panagora Asset Management Inc | 3,560 | $526.6K | 0.00% | −10.0% | Reduced |
| Cercano Management LLC | 3,560 | $526.6K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 3,555 | $525.8K | 0.11% | 00.0% | Unchanged |
| Leo Wealth, LLC | 3,555 | $525.8K | 0.05% | −7−0.2% | Reduced |
| Gitterman Wealth Management, LLC | 3,551 | $525.2K | 0.22% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,533 | $524.3K | 0.05% | −12−0.3% | Reduced |
| Mill Creek Capital Advisors, LLC | 3,500 | $517.7K | 0.01% | +3,500 | New |
| Signature Estate & Investment Advisors LLC | 3,493 | $516.6K | 0.01% | +10+0.3% | Added |
| Argent Trust Co | 3,488 | $515.9K | 0.02% | +200+6.1% | Added |
| Voleon Capital Management LP | 3,473 | $513.7K | 0.04% | +3,473 | New |
| Clearwater Capital Advisors, LLC | 3,395 | $502.2K | 0.05% | −200−5.6% | Reduced |
| Cypress Wealth Services, LLC | 3,385 | $500.7K | 0.10% | +54+1.6% | Added |
| New Century Financial Group, LLC | 3,288 | $499.9K | 0.21% | −834−20.2% | Reduced |
| Leavell Investment Management, Inc. | 3,368 | $498.2K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,366 | $497.9K | 0.08% | −646−16.1% | Reduced |
| LRT Capital Management, LLC | 3,330 | $492.5K | 0.39% | +3,330 | New |
| Apella Capital, LLC | 3,304 | $488.7K | 0.02% | −17−0.5% | Reduced |
| Integrated Wealth Concepts LLC | 3,300 | $488.1K | 0.01% | +707+27.3% | Added |
| RIA Advisory Group LLC | 3,247 | $480.3K | 0.16% | +3,247 | New |
| Kolinsky Wealth Management, LLC | 3,223 | $476.7K | 0.29% | −91−2.7% | Reduced |
| Harbor Investment Advisory, LLC | 3,220 | $476.3K | 0.04% | +717+28.6% | Added |
| Okabena Investment Services Inc | 3,219 | $476.1K | 0.13% | −1,949−37.7% | Reduced |
| Jackson Wealth Management, LLC | 3,213 | $475.0K | 0.05% | +886+38.1% | Added |
| Hodges Capital Management Inc. | 3,200 | $473.0K | 0.03% | −308−8.8% | Reduced |
| Lindbrook Capital, LLC | 3,179 | $470.2K | 0.04% | +102+3.3% | Added |
| Northwest & Ethical Investments L.P. | 3,180 | $469.8K | 0.01% | −700−18.0% | Reduced |
| Sovereign Financial Group, Inc. | 3,172 | $469.2K | 0.11% | +9+0.3% | Added |
| Masso Torrence Wealth Management Inc. | 3,166 | $468.3K | 0.25% | +10.0% | Added |
| Dudley Capital Management, LLC | 3,095 | $457.8K | 0.23% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 3,063 | $453.0K | 0.07% | 00.0% | Unchanged |
| Davis R M Inc | 3,035 | $448.9K | 0.01% | +3,035 | New |
| Wellington Shields & Co., LLC | 3,000 | $443.7K | 0.14% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 3,000 | $443.7K | 0.15% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 3,148 | $442.5K | 0.05% | +143+4.8% | Added |
| Aspen Grove Capital, LLC | 2,977 | $440.4K | 0.09% | +10.0% | Added |
| Montag A & Associates Inc | 2,972 | $439.6K | 0.02% | +88+3.1% | Added |
| Meadow Creek Wealth Advisors LLC | 2,959 | $437.7K | 0.32% | −111−3.6% | Reduced |
| Exencial Wealth Advisors, LLC | 2,957 | $437.4K | 0.02% | +2,957 | New |
| Diversify Advisory Services, LLC | 3,099 | $436.7K | 0.02% | +3,099 | New |
| BlueStem Wealth Partners, LLC | 2,951 | $436.4K | 0.06% | +2,951 | New |
| WealthPLAN Partners, LLC | 2,935 | $434.1K | 0.06% | +1,320+81.7% | Added |
| Childress Capital Advisors, LLC | 2,932 | $433.7K | 0.12% | +130+4.6% | Added |
| Ostrum Asset Management | 2,928 | $433.1K | 0.04% | −121−4.0% | Reduced |
| Wealthspire Advisors, LLC | 2,902 | $429.2K | 0.00% | +590+25.5% | Added |
| Peapack Gladstone Financial Corp | 2,904 | $429.0K | 0.01% | −153−5.0% | Reduced |
| Stratos Wealth Advisors, LLC | 2,887 | $427.1K | 0.02% | −2,392−45.3% | Reduced |
| NorthRock Partners, LLC | 2,887 | $427.0K | 0.01% | +96+3.4% | Added |
| Ritholtz Wealth Management | 2,878 | $425.7K | 0.01% | +631+28.1% | Added |
| Haverford Trust Co | 2,874 | $425.1K | 0.00% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 2,873 | $424.9K | 0.01% | +1,249+76.9% | Added |