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, Q1 2025
Institutional positions in KKR & Co. Inc. as of Mar 31, 2025. 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
- 1,290
- −12 vs. Q4 2024
- Shares held
- 535.2M
- +8.57M (+1.6%) vs. Q4 2024
- Total value
- $61.8B
- −$16.1B (−20.7%) vs. Q4 2024
- New holders
- 165
- 517 more added
- Sold out
- 177
- 439 more reduced
22 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gulf International Bank (UK) Ltd | 36,477 | $4.22M | 0.15% | −11,764−24.4% | Reduced |
| Close Asset Management Ltd | 36,615 | $4.23M | 0.12% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 37,211 | $4.38M | 0.04% | +6,442+20.9% | Added |
| Bleakley Financial Group, LLC | 37,990 | $4.39M | 0.14% | +340+0.9% | Added |
| Bain Capital Public Equity, LP | 38,535 | $4.46M | 4.90% | +9,230+31.5% | Added |
| Absolute Gestao de Investimentos Ltda. | 39,000 | $4.51M | 1.98% | +39,000 | New |
| Cresset Asset Management, LLC | 39,005 | $4.51M | 0.02% | +3,284+9.2% | Added |
| O'Rourke & Company, Inc | 39,599 | $4.58M | 2.27% | −581−1.4% | Reduced |
| Monashee Investment Management LLC | 40,000 | $4.62M | 0.55% | +40,000 | New |
| NEOS Investment Management LLC | 40,531 | $4.69M | 0.09% | +7,516+22.8% | Added |
| Samjo Management, LLC | 41,045 | $4.75M | 2.01% | −3,400−7.6% | Reduced |
| Hartford Investment Management Co | 41,184 | $4.76M | 0.17% | −615−1.5% | Reduced |
| IFP Advisors, Inc | 41,301 | $4.77M | 0.15% | +1,227+3.1% | Added |
| TD Private Client Wealth LLC | 41,806 | $4.83M | 0.13% | +1,341+3.3% | Added |
| Cinctive Capital Management LP | 41,885 | $4.84M | 0.39% | −37,734−47.4% | Reduced |
| Pinnacle Financial Partners Inc | 42,431 | $4.93M | 0.10% | −495−1.2% | Reduced |
| Meketa Investment Group Inc | 42,959 | $4.97M | 6.69% | +25,009+139.3% | Added |
| Gateway Investment Advisers LLC | 43,058 | $4.98M | 0.06% | −8,730−16.9% | Reduced |
| Gotham Asset Management, LLC | 43,917 | $5.08M | 0.04% | −737−1.7% | Reduced |
| Waterfront Wealth Inc. | 44,885 | $5.19M | 1.27% | −710−1.6% | Reduced |
| Baltimore-Washington Financial Advisors, Inc. | 45,449 | $5.25M | 0.28% | +45,449 | New |
| Steward Partners Investment Advisory, LLC | 45,497 | $5.26M | 0.05% | +6,955+18.0% | Added |
| Beach Investment Counsel Inc | 45,600 | $5.27M | 0.78% | −1,500−3.2% | Reduced |
| Kentucky Retirement Systems | 45,992 | $5.32M | 0.16% | −354−0.8% | Reduced |
| QRG Capital Management, Inc. | 46,878 | $5.42M | 0.06% | +21,460+84.4% | Added |
| Kovitz Investment Group Partners, LLC | 47,023 | $5.44M | 0.03% | +1,092+2.4% | Added |
| Jump Financial, LLC | 47,260 | $5.46M | 0.08% | +44,602+1,678.0% | Added |
| UniSuper Management Pty Ltd | 47,955 | $5.54M | 0.04% | −129,400−73.0% | Reduced |
| Boothbay Fund Management, LLC | 48,000 | $5.55M | 0.20% | −6,882−12.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 48,161 | $5.57M | 0.04% | +5,458+12.8% | Added |
| Nordea Investment Management AB | 50,102 | $5.71M | 0.01% | +681+1.4% | Added |
| AQR Capital Management LLC | 50,734 | $5.73M | 0.01% | −701−1.4% | Reduced |
| Elo Mutual Pension Insurance Co | 49,962 | $5.78M | 0.13% | −9,758−16.3% | Reduced |
| Whitebox Advisors LLC | 50,000 | $5.78M | 0.19% | +50,000 | New |
| Tribune Investment Group LP | 50,000 | $5.78M | 3.31% | +50,000 | New |
| B. Metzler seel. Sohn & Co. AG | 50,765 | $5.87M | 0.06% | +6,316+14.2% | Added |
| KBC Group NV | 50,933 | $5.89M | 0.02% | −70,922−58.2% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 51,187 | $5.91M | 1.47% | +9,324+22.3% | Added |
| Strategic Blueprint, LLC | 51,408 | $5.94M | 0.32% | +5,310+11.5% | Added |
| Staley Capital Advisers Inc | 52,100 | $6.02M | 0.27% | +7,100+15.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 52,498 | $6.02M | 0.06% | +9,929+23.3% | Added |
| Northwestern Mutual Wealth Management Co | 52,308 | $6.05M | 0.00% | +10,739+25.8% | Added |
| Atria Investments LLC | 52,310 | $6.05M | 0.08% | +1,857+3.7% | Added |
| US Bancorp | 53,179 | $6.15M | 0.01% | −70.0% | Reduced |
| Wealthfront Advisers LLC | 54,000 | $6.24M | 0.02% | +10,659+24.6% | Added |
| Avanza Fonder AB | 51,665 | $6.25M | 0.20% | +2,061+4.2% | Added |
| Mizuho Securities USA LLC | 54,051 | $6.25M | 0.13% | −9,929−15.5% | Reduced |
| ArrowMark Colorado Holdings LLC | 54,400 | $6.29M | 0.10% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 54,644 | $6.32M | 0.16% | +1,596+3.0% | Added |
| Coastal Bridge Advisors, LLC | 54,690 | $6.32M | 0.90% | +4,495+9.0% | Added |
| Pacer Advisors, Inc. | 54,874 | $6.34M | 0.02% | −11,703−17.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 55,612 | $6.43M | 1.54% | −3,331−5.7% | Reduced |
| Menlo Advisors LLC | 55,775 | $6.45M | 3.07% | −2,545−4.4% | Reduced |
| Logan Capital Management Inc | 56,648 | $6.55M | 0.30% | +8,014+16.5% | Added |
| Woodline Partners LP | 57,032 | $6.59M | 0.04% | +16,492+40.7% | Added |
| Atria Wealth Solutions, Inc. | 57,881 | $6.69M | 0.08% | −1,745−2.9% | Reduced |
| Oregon Public Employees Retirement Fund | 58,010 | $6.71M | 0.13% | +130+0.2% | Added |
| Heron Bay Capital Management | 59,201 | $6.84M | 1.44% | +12,081+25.6% | Added |
| Rakuten Investment Management, Inc. | 60,230 | $6.92M | 0.03% | +60,230 | New |
| Beck Mack & Oliver LLC | 60,766 | $7.03M | 0.14% | −100−0.2% | Reduced |
| Dilation Capital Management LP | 60,873 | $7.04M | 8.55% | +18,869+44.9% | Added |
| Ieq Capital, LLC | 61,634 | $7.13M | 0.06% | +56,765+1,165.8% | Added |
| Marshall Wace, LLP | 61,723 | $7.14M | 0.01% | +61,723 | New |
| Edgestream Partners, L.P. | 62,716 | $7.25M | 0.25% | +35,417+129.7% | Added |
| Mackenzie Financial Corp | 64,300 | $7.43M | 0.01% | +7,702+13.6% | Added |
| Triangle Securities Wealth Management | 64,333 | $7.44M | 1.91% | +3,491+5.7% | Added |
| OP Asset Management Ltd | 64,830 | $7.49M | 0.13% | +64,830 | New |
| AE Wealth Management LLC | 65,543 | $7.58M | 0.06% | +8,458+14.8% | Added |
| Pathstone Holdings, LLC | 67,363 | $7.79M | 0.03% | −1,051−1.5% | Reduced |
| Yousif Capital Management, LLC | 68,022 | $7.86M | 0.09% | +2,358+3.6% | Added |
| Quantinno Capital Management LP | 68,295 | $7.90M | 0.05% | +31,204+84.1% | Added |
| Covey Capital Advisors, LLC | 69,634 | $8.05M | 9.27% | −5,646−7.5% | Reduced |
| Nisa Investment Advisors, LLC | 70,411 | $8.14M | 0.04% | +1,257+1.8% | Added |
| Chicago Partners Investment Group LLC | 71,290 | $8.28M | 0.28% | +7,750+12.2% | Added |
| B & T Capital Management DBA Alpha Capital Management | 71,882 | $8.31M | 1.58% | −2,862−3.8% | Reduced |
| Lighthouse Investment Partners, LLC | 72,387 | $8.37M | 0.38% | +72,387 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 73,367 | $8.48M | 0.09% | +1,348+1.9% | Added |
| Kestra Advisory Services, LLC | 73,561 | $8.50M | 0.04% | +5,370+7.9% | Added |
| Allen Investment Management LLC | 74,560 | $8.62M | 0.10% | −116,364−60.9% | Reduced |
| HB Wealth Management, LLC | 75,807 | $8.76M | 0.07% | +64,169+551.4% | Added |
| Brinker Capital Investments, LLC | 75,846 | $8.77M | 0.09% | +14,373+23.4% | Added |
| Orion Portfolio Solutions, LLC | 75,846 | $8.77M | 0.09% | +14,373+23.4% | Added |
| Janus Henderson Group PLC | 78,033 | $8.97M | 0.00% | −10,450−11.8% | Reduced |
| Nissay Asset Management Corp | 77,616 | $8.97M | 0.06% | +1,052+1.4% | Added |
| Lido Advisors, LLC | 78,308 | $9.05M | 0.05% | +50,659+183.2% | Added |
| City of London Investment Management Co Ltd | 78,463 | $9.07M | 0.97% | −11,766−13.0% | Reduced |
| Mutual of America Capital Management LLC | 78,507 | $9.08M | 0.10% | −2,364−2.9% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 78,803 | $9.11M | 0.02% | +10,631+15.6% | Added |
| Jessup Wealth Management, Inc | 78,850 | $9.12M | 3.83% | +34,237+76.7% | Added |
| CIBC World Markets Corp | 79,001 | $9.13M | 0.07% | −25,081−24.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 79,075 | $9.14M | 0.11% | −16,600−17.4% | Reduced |
| State of Alaska, Department of Revenue | 79,105 | $9.14M | 0.10% | +2,140+2.8% | Added |
| Creative Planning | 79,468 | $9.19M | 0.01% | +2,361+3.1% | Added |
| GWM Advisors LLC | 82,618 | $9.55M | 0.06% | +26,789+48.0% | Added |
| Alberta Investment Management Corp | 83,000 | $9.60M | 0.07% | +83,000 | New |
| Assetmark, Inc | 83,252 | $9.62M | 0.03% | +3,718+4.7% | Added |
| M&G Plc | 84,000 | $9.74M | 0.05% | +57,500+217.0% | Added |
| Public Employees Retirement Association of Colorado | 84,886 | $9.81M | 0.04% | −116−0.1% | Reduced |
| Bowen Hanes & Co Inc | 84,930 | $9.82M | 0.27% | +44,370+109.4% | Added |
| Engineers Gate Manager LP | 84,975 | $9.82M | 0.17% | +84,975 | New |