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 |
|---|---|---|---|---|---|
| Alpine Bank Wealth Management | 204 | $23.6K | 0.00% | +204 | New |
| MV Capital Management, Inc. | 209 | $24.2K | 0.00% | −19−8.3% | Reduced |
| Bank of Jackson Hole Trust | 180 | $24.4K | 0.02% | +168+1,400.0% | Added |
| Compass Wealth Management LLC | 228 | $26.4K | 0.01% | 00.0% | Unchanged |
| Saudi Central Bank | 245 | $28.3K | 0.15% | +245 | New |
| Resources Management Corp | 250 | $29.0K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 263 | $30.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 273 | $31.6K | 0.03% | −12−4.2% | Reduced |
| Sachetta, LLC | 274 | $31.7K | 0.01% | −285−51.0% | Reduced |
| Acadian Asset Management LLC | 280 | $32.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 310 | $35.8K | 0.01% | −34−9.9% | Reduced |
| Ameriflex Group, Inc. | 314 | $36.3K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 320 | $37.0K | 0.01% | −23−6.7% | Reduced |
| Deseret Mutual Benefit Administrators | 323 | $37.3K | 0.02% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 325 | $37.6K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 327 | $37.8K | 0.00% | +68+26.3% | Added |
| Mountain Hill Investment Partners Corp. | 330 | $38.2K | 0.04% | +330 | New |
| Western Pacific Wealth Management, LP | 332 | $38.4K | 0.03% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 333 | $38.5K | 0.03% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 357 | $41.4K | 0.00% | −17−4.5% | Reduced |
| Private Wealth Asset Management, LLC | 360 | $41.6K | 0.01% | +360 | New |
| GW&K Investment Management, LLC | 360 | $42.0K | 0.00% | +111+44.6% | Added |
| PenderFund Capital Management Ltd. | 12,920 | $42.3K | 0.04% | −4,400−25.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 371 | $42.9K | 0.01% | −74−16.6% | Reduced |
| South State Corp. | 377 | $43.6K | 0.00% | +377 | New |
| Beacon Capital Management, LLC | 382 | $44.2K | 0.01% | +56+17.2% | Added |
| Meeder Asset Management Inc | 396 | $45.8K | 0.00% | +210+112.9% | Added |
| Optiver Holding B.V. | 423 | $48.9K | 0.00% | −2,218−84.0% | Reduced |
| Glen Eagle Advisors, LLC | 427 | $49.4K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 430 | $49.7K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 430 | $49.7K | 0.02% | +426+10,650.0% | Added |
| Armstrong Advisory Group, Inc | 339 | $50.1K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 436 | $50.4K | 0.08% | +436 | New |
| WPG Advisers, LLC | 441 | $51.0K | 0.05% | +329+293.8% | Added |
| Ofi Invest Asset Management | 482 | $51.6K | 0.00% | +156+47.9% | Added |
| Smithfield Trust Co | 446 | $52.0K | 0.00% | −304−40.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 450 | $52.0K | 0.00% | −50−10.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 450 | $53.0K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 460 | $53.2K | 0.00% | −1,390−75.1% | Reduced |
| CoreCap Advisors, LLC | 474 | $54.8K | 0.00% | −15−3.1% | Reduced |
| VSM Wealth Advisory, LLC | 479 | $55.4K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 491 | $56.8K | 0.00% | −99−16.8% | Reduced |
| Hopwood Financial Services, Inc. | 500 | $57.8K | 0.04% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 500 | $57.8K | 0.03% | +500 | New |
| Silicon Valley Capital Partners | 509 | $58.5K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 516 | $59.7K | 0.04% | +516 | New |
| Bruce G. Allen Investments, LLC | 517 | $59.8K | 0.05% | −3−0.6% | Reduced |
| First United Bank Trust | 517 | $59.8K | 0.02% | +17+3.4% | Added |
| J.Safra Asset Management Corp | 520 | $60.1K | 0.00% | +1+0.2% | Added |
| SJS Investment Consulting Inc. | 520 | $60.1K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 549 | $63.5K | 0.01% | +430+361.3% | Added |
| Kings Path Partners LLC | 556 | $64.3K | 0.03% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 571 | $65.5K | 0.01% | +571 | New |
| Arcadia Investment Management Corp | 568 | $65.7K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 569 | $65.8K | 0.01% | +75+15.2% | Added |
| Washington Trust Advisors, Inc. | 573 | $66.2K | 0.01% | +27+4.9% | Added |
| CVA Family Office, LLC | 575 | $66.5K | 0.01% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 594 | $68.0K | 0.03% | +594 | New |
| American Capital Advisory, LLC | 593 | $68.6K | 0.04% | −32−5.1% | Reduced |
| BankPlus Trust Department | 597 | $69.0K | 0.02% | +157+35.7% | Added |
| Rialto Wealth Management, LLC | 600 | $69.4K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 625 | $72.3K | 0.03% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 628 | $72.6K | 0.04% | +628 | New |
| Harbour Investments, Inc. | 666 | $77.0K | 0.00% | −529−44.3% | Reduced |
| Asset Planning,Inc | 667 | $77.1K | 0.06% | +1+0.2% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 680 | $78.6K | 0.03% | +130+23.6% | Added |
| Opal Wealth Advisors, LLC | 709 | $82.0K | 0.03% | +709 | New |
| Hemington Wealth Management | 715 | $82.0K | 0.01% | +83+13.1% | Added |
| Gen-Wealth Partners Inc | 710 | $82.1K | 0.03% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 723 | $83.0K | 0.06% | +723 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 724 | $83.7K | 0.00% | +67+10.2% | Added |
| TSFG, LLC | 726 | $84.0K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 758 | $88.0K | 0.00% | +303+66.6% | Added |
| Canton Hathaway, LLC | 800 | $92.0K | 0.02% | 00.0% | Unchanged |
| Valley National Advisers Inc | 814 | $94.0K | 0.02% | +213+35.4% | Added |
| Cornerstone Planning Group LLC | 899 | $96.0K | 0.02% | +37+4.3% | Added |
| NBT Bank N A | 860 | $99.4K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 744 | $100.9K | 0.02% | −8,409−91.9% | Reduced |
| YANKCOM Partnership | 873 | $100.9K | 0.06% | +873 | New |
| Cromwell Holdings LLC | 890 | $102.9K | 0.07% | −393−30.6% | Reduced |
| LRI Investments, LLC | 894 | $103.4K | 0.01% | −216−19.5% | Reduced |
| Capula Management Ltd | 896 | $103.6K | 0.00% | +896 | New |
| TCTC Holdings, LLC | 916 | $105.9K | 0.00% | +454+98.3% | Added |
| United Community Bank | 925 | $106.9K | 0.04% | −5−0.5% | Reduced |
| Delta Asset Management LLC | 981 | $113.4K | 0.01% | −5−0.5% | Reduced |
| Sound Income Strategies, LLC | 988 | $114.2K | 0.01% | +1+0.1% | Added |
| Tower Trust & Investment Co | 1,000 | $114.3K | 0.09% | +1,000 | New |
| Perkins Coie Trust Co | 990 | $114.5K | 0.03% | +6+0.6% | Added |
| Trust Co of Vermont | 1,000 | $115.6K | 0.01% | −200−16.7% | Reduced |
| Ramirez Asset Management, Inc. | 1,000 | $115.6K | 0.02% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1,002 | $115.9K | 0.03% | −82−7.6% | Reduced |
| Bayforest Capital Ltd | 1,004 | $116.1K | 0.05% | −396−28.3% | Reduced |
| Mather Group, LLC. | 1,024 | $118.4K | 0.00% | −40−3.8% | Reduced |
| Motco | 1,030 | $119.1K | 0.01% | +30+3.0% | Added |
| ORG Partners LLC | 1,046 | $123.3K | 0.03% | −845−44.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,107 | $128.0K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,119 | $129.3K | 0.06% | +1+0.1% | Added |
| Financial Perspectives, Inc | 1,120 | $129.5K | 0.04% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,172 | $135.5K | 0.03% | 00.0% | Unchanged |
| Central Trust Co | 1,178 | $136.2K | 0.00% | +256+27.8% | Added |