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 |
|---|---|---|---|---|---|
| Covestor Ltd | 1,193 | $138.0K | 0.09% | −128−9.7% | Reduced |
| Hantz Financial Services, Inc. | 1,216 | $141.0K | 0.00% | −1,366−52.9% | Reduced |
| NBC Securities, Inc. | 1,332 | $153.0K | 0.01% | +1,331+133,100.0% | Added |
| Headlands Technologies LLC | 1,325 | $153.2K | 0.02% | +1,325 | New |
| Parkside Financial Bank & Trust | 1,343 | $155.2K | 0.02% | +54+4.2% | Added |
| CX Institutional | 1,372 | $159.0K | 0.01% | +1,372 | New |
| Hoey Investments, Inc | 1,413 | $163.4K | 0.03% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,443 | $166.8K | 0.03% | +1,215+532.9% | Added |
| Webster Bank, N. A. | 1,448 | $167.4K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,548 | $179.0K | 0.02% | −165−9.6% | Reduced |
| Brown Brothers Harriman & Co | 1,591 | $183.9K | 0.00% | −9−0.6% | Reduced |
| Atlas Capital Advisors LLC | 1,596 | $184.5K | 0.02% | −13,203−89.2% | Reduced |
| Catalyst Capital Advisors LLC | 1,635 | $189.0K | 0.00% | −220−11.9% | Reduced |
| Tower View Investment Management & Research LLC | 1,638 | $189.4K | 0.11% | +2+0.1% | Added |
| Cary Street Partner Investment Advisory LLC | 1,643 | $189.9K | 0.11% | +2+0.1% | Added |
| Garrison Bradford & Associates Inc | 1,661 | $192.0K | 0.21% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,686 | $194.9K | 0.01% | +576+51.9% | Added |
| Onefund, LLC | 1,733 | $200.4K | 0.20% | −19−1.1% | Reduced |
| Carmel Capital Partners, LLC | 1,767 | $204.3K | 0.08% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 2,100 | $205.0K | 0.14% | +82+4.1% | Added |
| Private Trust Co NA | 1,774 | $205.1K | 0.02% | +424+31.4% | Added |
| Platform Technology Partners | 1,778 | $205.6K | 0.06% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 1,780 | $205.8K | 0.01% | −321−15.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 1,788 | $206.7K | 0.01% | +1+0.1% | Added |
| M.E. Allison & Co., Inc. | 1,790 | $206.9K | 0.20% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,799 | $208.0K | 0.01% | −52−2.8% | Reduced |
| Knollwood Investment Advisory, LLC | 1,800 | $208.1K | 0.02% | 00.0% | Unchanged |
| Moran Wealth Management, LLC | 1,803 | $208.4K | 0.01% | +394+28.0% | Added |
| Serenus Wealth Advisors, LLC | 1,806 | $208.8K | 0.03% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 1,813 | $209.6K | 0.10% | +136+8.1% | Added |
| Csenge Advisory Group | 2,029 | $209.8K | 0.01% | +141+7.5% | Added |
| Savant Capital, LLC | 1,817 | $210.0K | 0.00% | −184−9.2% | Reduced |
| Pettinga Financial Advisors, LLC | 1,821 | $210.5K | 0.05% | 00.0% | Unchanged |
| Calamos Wealth Management LLC | 1,846 | $213.4K | 0.01% | −2,072−52.9% | Reduced |
| Soltis Investment Advisors LLC | 1,853 | $214.2K | 0.02% | +74+4.2% | Added |
| Tocqueville Asset Management L.P. | 1,860 | $215.0K | 0.00% | −435−19.0% | Reduced |
| AMG National Trust Bank | 1,860 | $215.0K | 0.01% | −325−14.9% | Reduced |
| Garden State Investment Advisory Services LLC | 1,860 | $215.1K | 0.07% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 1,861 | $215.2K | 0.00% | +346+22.8% | Added |
| E Fund Management Co., Ltd. | 1,871 | $216.3K | 0.01% | +200+12.0% | Added |
| Better Money Decisions, LLC | 1,872 | $216.4K | 0.14% | 00.0% | Unchanged |
| David Loasby | 2,139 | $217.9K | 0.02% | +414+24.0% | Added |
| Lynx Investment Advisory | 1,885 | $218.0K | 0.15% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 1,892 | $218.7K | 0.02% | +1+0.1% | Added |
| Fisher Asset Management, LLC | 1,892 | $218.7K | 0.00% | +238+14.4% | Added |
| MidAtlantic Capital Management, Inc. | 1,897 | $219.3K | 0.17% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,899 | $219.5K | 0.09% | +86+4.7% | Added |
| Concorde Asset Management, LLC | 2,003 | $221.3K | 0.12% | +10.0% | Added |
| St Germain D J Co Inc | 1,920 | $222.0K | 0.01% | −10−0.5% | Reduced |
| Navis Wealth Advisors, LLC | 1,924 | $222.4K | 0.22% | −5−0.3% | Reduced |
| Lantz Financial LLC | 1,934 | $223.6K | 0.06% | −2−0.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,941 | $224.4K | 0.03% | +1+0.1% | Added |
| Kingsview Wealth Management, LLC | 1,942 | $224.5K | 0.00% | −311−13.8% | Reduced |
| Skopos Labs, Inc. | 1,945 | $224.7K | 0.05% | +619+46.7% | Added |
| Mullaney, Keating & Wright, Inc. | 1,946 | $224.9K | 0.15% | +4+0.2% | Added |
| Pension & Wealth Management Advisors, Inc. | 1,959 | $226.5K | 0.08% | +1,959 | New |
| Avestar Capital, LLC | 1,974 | $228.2K | 0.02% | −501−20.2% | Reduced |
| Main Street Financial Solutions, LLC | 1,975 | $228.4K | 0.02% | −1,711−46.4% | Reduced |
| Integris Wealth Management, LLC | 1,983 | $229.2K | 0.07% | −146−6.9% | Reduced |
| FourThought Financial Partners, LLC | 1,983 | $229.3K | 0.02% | +307+18.3% | Added |
| Wealth Alliance | 1,994 | $230.6K | 0.03% | −119−5.6% | Reduced |
| Lindbrook Capital, LLC | 1,996 | $230.8K | 0.02% | −1,183−37.2% | Reduced |
| Stock Yards Bank & Trust Co | 2,000 | $231.2K | 0.01% | 00.0% | Unchanged |
| Douglass Winthrop Advisors, LLC | 2,000 | $231.2K | 0.00% | 00.0% | Unchanged |
| Benin Management CORP | 2,000 | $231.2K | 0.07% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,000 | $231.2K | 0.04% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $231.2K | 0.04% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 2,000 | $231.2K | 0.15% | 00.0% | Unchanged |
| Granite FO LLC | 2,000 | $231.2K | 0.13% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 2,001 | $231.3K | 0.10% | +138+7.4% | Added |
| Fairview Capital Investment Management, LLC | 2,001 | $231.4K | 0.01% | −25−1.2% | Reduced |
| Pitcairn Co | 2,007 | $232.0K | 0.01% | +31+1.6% | Added |
| Montecito Bank & Trust | 2,008 | $232.1K | 0.04% | +62+3.2% | Added |
| VELA Investment Management, LLC | 2,009 | $232.3K | 0.08% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 2,011 | $232.5K | 0.01% | −569,796−99.6% | Reduced |
| SCS Capital Management LLC | 2,025 | $234.1K | 0.00% | +2,025 | New |
| Virtus Family Office LLC | 2,032 | $234.9K | 0.30% | −42−2.0% | Reduced |
| TCG Advisory Services, LLC | 2,035 | $235.3K | 0.01% | +2,035 | New |
| Florida Financial Advisors, LLC | 2,053 | $236.6K | 0.09% | +2,053 | New |
| Ausdal Financial Partners, Inc. | 2,063 | $238.5K | 0.02% | +2,063 | New |
| PFG Advisors | 2,071 | $239.4K | 0.01% | +90+4.5% | Added |
| Avantax Planning Partners, Inc. | 2,079 | $240.4K | 0.01% | +54+2.7% | Added |
| Flagship Harbor Advisors, LLC | 2,082 | $240.7K | 0.01% | −361−14.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,101 | $242.9K | 0.01% | −119−5.4% | Reduced |
| Beaton Management Co. Inc. | 2,100 | $243.0K | 0.13% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 2,104 | $243.2K | 0.06% | +10.0% | Added |
| First National Trust Co | 2,123 | $245.4K | 0.01% | −215−9.2% | Reduced |
| Berbice Capital Management LLC | 2,125 | $245.7K | 0.21% | +425+25.0% | Added |
| Teza Capital Management LLC | 2,126 | $245.8K | 0.11% | −1,948−47.8% | Reduced |
| Aviance Capital Partners, LLC | 2,137 | $247.1K | 0.03% | 00.0% | Unchanged |
| FORA Capital, LLC | 2,148 | $248.3K | 0.03% | +2,148 | New |
| 44 Wealth Management LLC | 2,159 | $249.6K | 0.09% | +39+1.8% | Added |
| Keystone Financial Group | 2,165 | $250.3K | 0.03% | +3+0.1% | Added |
| Founders Financial Alliance, LLC | 2,185 | $252.6K | 0.06% | +2,185 | New |
| Quotient Wealth Partners, LLC | 2,199 | $254.2K | 0.01% | −36−1.6% | Reduced |
| Shepherd Financial Partners LLC | 2,229 | $257.7K | 0.03% | +9+0.4% | Added |
| JSF Financial, LLC | 2,232 | $258.0K | 0.07% | +2,232 | New |
| Vicus Capital | 2,249 | $260.1K | 0.02% | +431+23.7% | Added |
| Congress Park Capital LLC | 2,250 | $260.1K | 0.10% | +2,250 | New |
| Dark Forest Capital Management LP | 2,294 | $265.2K | 0.01% | +2,294 | New |