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 |
|---|---|---|---|---|---|
| Foundations Investment Advisors, LLC | 2,296 | $265.4K | 0.00% | +142+6.6% | Added |
| Hexagon Capital Partners LLC | 2,297 | $265.6K | 0.05% | −13−0.6% | Reduced |
| Connecticut Wealth Management, LLC | 2,301 | $266.0K | 0.01% | −46−2.0% | Reduced |
| Caas Capital Management LP | 2,310 | $267.1K | 0.13% | +1,774+331.0% | Added |
| Norden Group LLC | 2,311 | $267.2K | 0.03% | +222+10.6% | Added |
| Pring Turner Capital Group Inc | 2,315 | $267.6K | 0.17% | +35+1.5% | Added |
| Cypress Point Wealth Management, LLC | 2,325 | $268.8K | 0.09% | 00.0% | Unchanged |
| Roundview Capital LLC | 2,342 | $270.8K | 0.02% | −59−2.5% | Reduced |
| Drive Wealth Management, LLC | 2,350 | $271.7K | 0.06% | −27−1.1% | Reduced |
| Steel Peak Wealth Management LLC | 2,350 | $271.7K | 0.01% | −20−0.8% | Reduced |
| Objective Capital Management, LLC | 2,353 | $272.1K | 0.35% | 00.0% | Unchanged |
| West Wealth Group, LLC | 2,328 | $274.4K | 0.08% | +29+1.3% | Added |
| Sand Hill Global Advisors, LLC | 2,381 | $275.3K | 0.01% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 2,388 | $276.1K | 0.04% | 00.0% | Unchanged |
| TFC Financial Management | 2,389 | $276.2K | 0.04% | −164−6.4% | Reduced |
| Banque Pictet & Cie SA | 2,400 | $277.5K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 2,411 | $278.7K | 0.04% | −524−17.9% | Reduced |
| D'Orazio & Associates, Inc. | 2,414 | $279.1K | 0.04% | −18−0.7% | Reduced |
| Groupama Asset Managment | 2,430 | $279.1K | 0.01% | +2,430 | New |
| Northwest Bancshares, Inc. | 2,425 | $280.4K | 0.05% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 2,434 | $281.4K | 0.01% | +30+1.2% | Added |
| NorthRock Partners, LLC | 2,435 | $281.5K | 0.01% | −452−15.7% | Reduced |
| Ascent Group, LLC | 2,439 | $282.0K | 0.01% | +2,439 | New |
| Banque de Luxembourg S.A. | 2,444 | $282.6K | 0.16% | +508+26.2% | Added |
| Beese Fulmer Investment Management, Inc. | 2,467 | $285.2K | 0.02% | +2,467 | New |
| Moneta Group Investment Advisors LLC | 2,489 | $287.8K | 0.00% | −92−3.6% | Reduced |
| Point72 (DIFC) Ltd | 2,490 | $287.8K | 0.03% | −115,060−97.9% | Reduced |
| Trustmark National Bank Trust Department | 2,500 | $289.0K | 0.02% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 2,500 | $289.0K | 0.00% | +2,500 | New |
| Axxcess Wealth Management, LLC | 2,502 | $289.3K | 0.01% | −5,762−69.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 2,503 | $289.4K | 0.08% | +2,503 | New |
| Meadow Creek Wealth Advisors LLC | 2,507 | $289.9K | 0.22% | −452−15.3% | Reduced |
| Partners Capital Investment Group, LLP | 2,529 | $292.4K | 0.00% | +2,529 | New |
| SRS Capital Advisors, Inc. | 2,537 | $293.4K | 0.02% | −88−3.4% | Reduced |
| Spirit of America Management Corp | 2,550 | $294.8K | 0.06% | +1,650+183.3% | Added |
| CNB Bank | 2,555 | $295.4K | 0.15% | +2,555 | New |
| ORG Wealth Partners, LLC | 2,523 | $297.3K | 0.09% | +2,523 | New |
| AdvisorNet Financial, Inc | 2,594 | $299.9K | 0.02% | +414+19.0% | Added |
| Stratos Wealth Advisors, LLC | 2,595 | $300.1K | 0.02% | −292−10.1% | Reduced |
| Evercore Wealth Management, LLC | 2,602 | $300.8K | 0.00% | −15−0.6% | Reduced |
| Brookstone Capital Management | 2,615 | $302.3K | 0.00% | +348+15.4% | Added |
| Change Path, LLC | 2,615 | $302.3K | 0.01% | +691+35.9% | Added |
| Middleton & Co Inc | 2,622 | $303.1K | 0.04% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 2,630 | $304.1K | 0.05% | 00.0% | Unchanged |
| Banco Santander, S.A. | 2,633 | $304.4K | 0.00% | +395+17.6% | Added |
| Newbridge Financial Services Group, Inc. | 2,635 | $304.6K | 0.07% | −98−3.6% | Reduced |
| Compagnie Lombard Odier SCmA | 2,641 | $305.3K | 0.00% | +1,876+245.2% | Added |
| Washington Trust Bank | 2,644 | $305.7K | 0.03% | −10.0% | Reduced |
| Brookwood Investment Group LLC | 2,685 | $310.4K | 0.05% | +2,685 | New |
| AA Financial Advisors, LLC | 2,685 | $310.4K | 0.08% | +200+8.0% | Added |
| Childress Capital Advisors, LLC | 2,701 | $312.3K | 0.09% | −231−7.9% | Reduced |
| MBB Public Markets I LLC | 2,705 | $312.7K | 0.04% | +2,705 | New |
| Syon Capital LLC | 2,709 | $313.2K | 0.03% | +2,709 | New |
| Ronald Blue Trust, Inc. | 2,715 | $313.9K | 0.00% | +404+17.5% | Added |
| North Capital, Inc. | 2,750 | $317.9K | 0.30% | +2,750 | New |
| Mayflower Financial Advisors, LLC | 2,769 | $320.1K | 0.05% | +147+5.6% | Added |
| Naviter Wealth, LLC | 2,808 | $322.5K | 0.04% | +265+10.4% | Added |
| Advisors Capital Management, LLC | 2,796 | $323.4K | 0.01% | +395+16.5% | Added |
| Guyasuta Investment Advisors Inc | 2,797 | $323.4K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,800 | $323.7K | 0.03% | −420−13.0% | Reduced |
| Forefront Wealth Partners, LLC | 2,812 | $325.1K | 0.22% | +2,812 | New |
| SageView Advisory Group, LLC | 2,813 | $325.2K | 0.01% | −3,825−57.6% | Reduced |
| LFA - Lugano Financial Advisors SA | 2,850 | $329.5K | 0.22% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,853 | $329.8K | 0.02% | −75−2.6% | Reduced |
| Sweeney & Michel, LLC | 3,493 | $330.1K | 0.14% | +3,493 | New |
| Systematic Alpha Investments, LLC | 2,860 | $330.6K | 0.01% | 00.0% | Unchanged |
| Camden Capital, LLC | 2,863 | $331.0K | 0.03% | +34+1.2% | Added |
| Catalyst Private Wealth, LLC | 2,873 | $332.1K | 0.16% | +4+0.1% | Added |
| Haverford Trust Co | 2,874 | $332.3K | 0.00% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 2,875 | $332.4K | 0.03% | +2,875 | New |
| Peak Planning Group, LLC | 2,878 | $332.7K | 0.14% | +553+23.8% | Added |
| Peapack Gladstone Financial Corp | 2,878 | $333.0K | 0.00% | −26−0.9% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 2,893 | $334.5K | 0.01% | +46+1.6% | Added |
| Ballast, Inc. | 2,905 | $335.8K | 0.10% | +405+16.2% | Added |
| International Assets Investment Management, LLC | 2,927 | $338.4K | 0.03% | +507+21.0% | Added |
| ICONIQ Capital, LLC | 2,937 | $339.5K | 0.01% | +64+2.2% | Added |
| Man Group plc | 2,945 | $340.5K | 0.00% | −22,261−88.3% | Reduced |
| Cornerstone Advisory, LLC | 3,008 | $341.9K | 0.04% | −140−4.4% | Reduced |
| Integrated Wealth Concepts LLC | 2,959 | $342.1K | 0.00% | −341−10.3% | Reduced |
| First Commonwealth Financial Corp | 2,969 | $343.2K | 0.08% | +2,969 | New |
| Aspen Grove Capital, LLC | 2,978 | $344.3K | 0.07% | +10.0% | Added |
| Exencial Wealth Advisors, LLC | 2,986 | $345.2K | 0.01% | +29+1.0% | Added |
| Mill Creek Capital Advisors, LLC | 3,000 | $346.8K | 0.01% | −500−14.3% | Reduced |
| Wellington Shields & Co., LLC | 3,000 | $346.8K | 0.11% | 00.0% | Unchanged |
| Wexford Capital LP | 3,000 | $346.8K | 0.09% | +3,000 | New |
| Leo Wealth, LLC | 3,003 | $347.2K | 0.05% | −552−15.5% | Reduced |
| Rochester Wealth Strategies, LLC | 3,010 | $348.0K | 0.28% | +3,010 | New |
| Essex Savings Bank | 3,017 | $348.8K | 0.09% | +223+8.0% | Added |
| Montag A & Associates Inc | 3,019 | $349.1K | 0.02% | +47+1.6% | Added |
| Davis R M Inc | 3,035 | $350.9K | 0.01% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 3,044 | $351.9K | 0.00% | −13,383−81.5% | Reduced |
| Frank, Rimerman Advisors LLC | 3,064 | $354.2K | 0.03% | −1,810−37.1% | Reduced |
| Great Lakes Advisors, LLC | 3,094 | $357.7K | 0.00% | +1,230+66.0% | Added |
| Fiduciary Family Office, LLC | 3,101 | $358.5K | 0.12% | +3,101 | New |
| BlueStem Wealth Partners, LLC | 3,102 | $358.6K | 0.05% | +151+5.1% | Added |
| Smartleaf Asset Management LLC | 3,151 | $361.9K | 0.03% | +1,079+52.1% | Added |
| Optimize Financial Inc | 3,139 | $362.9K | 0.14% | +379+13.7% | Added |
| Mainstay Capital Management LLC | 3,148 | $363.9K | 0.05% | +85+2.8% | Added |
| Fukoku Mutual Life Insurance Co | 3,163 | $365.7K | 0.03% | −3,210−50.4% | Reduced |
| Leavell Investment Management, Inc. | 3,167 | $366.1K | 0.02% | −201−6.0% | Reduced |