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 |
|---|---|---|---|---|---|
| Masso Torrence Wealth Management Inc. | 3,172 | $366.7K | 0.20% | +6+0.2% | Added |
| VestGen Advisors, LLC | 3,178 | $367.4K | 0.02% | +3,178 | New |
| Sovereign Financial Group, Inc. | 3,180 | $367.6K | 0.08% | +8+0.3% | Added |
| Apella Capital, LLC | 3,328 | $367.7K | 0.01% | +24+0.7% | Added |
| Hodges Capital Management Inc. | 3,203 | $370.0K | 0.04% | +3+0.1% | Added |
| Weiss Asset Management LP | 3,205 | $370.5K | 0.01% | −3,779−54.1% | Reduced |
| Diversify Advisory Services, LLC | 3,257 | $372.4K | 0.02% | +158+5.1% | Added |
| Concord Wealth Partners | 3,237 | $374.2K | 0.06% | −129−3.8% | Reduced |
| Wealthspire Advisors, LLC | 3,257 | $376.6K | 0.00% | +355+12.2% | Added |
| Conning Inc. | 3,361 | $388.6K | 0.01% | +974+40.8% | Added |
| FreeGulliver LLC | 3,363 | $388.8K | 0.20% | −864−20.4% | Reduced |
| Alta Advisers Ltd | 3,363 | $388.8K | 0.17% | +1,100+48.6% | Added |
| Pines Wealth Management, LLC | 4,115 | $388.9K | 0.18% | +121+3.0% | Added |
| Dudley Capital Management, LLC | 3,400 | $393.1K | 0.21% | +305+9.9% | Added |
| Cadent Capital Advisors, LLC | 3,400 | $393.1K | 0.15% | +400+13.3% | Added |
| Stamos Capital Partners, L.P. | 3,403 | $393.4K | 0.10% | +3,403 | New |
| Cornerstone Wealth Management, LLC | 3,420 | $395.4K | 0.03% | +3,420 | New |
| Knightsbridge Asset Management, LLC | 3,421 | $395.5K | 0.10% | −248−6.8% | Reduced |
| Hamilton Capital Partners Inc. | 3,450 | $398.9K | 0.03% | −25,200−88.0% | Reduced |
| Evergreen Capital Management LLC | 3,462 | $400.3K | 0.01% | −115−3.2% | Reduced |
| Cypress Wealth Services, LLC | 3,480 | $402.4K | 0.08% | +95+2.8% | Added |
| RFG - Bristol Wealth Advisors, LLC | 3,494 | $404.0K | 0.14% | +3,494 | New |
| Sunbelt Securities, Inc. | 3,535 | $408.7K | 0.04% | +2+0.1% | Added |
| Gitterman Wealth Management, LLC | 3,551 | $410.5K | 0.11% | 00.0% | Unchanged |
| Howard Capital Management Inc. | 3,554 | $410.9K | 0.01% | −521−12.8% | Reduced |
| Citizens National Bank Trust Department | 3,555 | $411.0K | 0.09% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 3,560 | $411.6K | 0.00% | 00.0% | Unchanged |
| Cercano Management LLC | 3,560 | $411.6K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 3,565 | $412.2K | 0.06% | −45−1.2% | Reduced |
| Bingham Private Wealth, LLC | 3,573 | $413.1K | 0.43% | −80−2.2% | Reduced |
| Commerzbank Aktiengesellschaft | 3,598 | $416.0K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 3,599 | $416.0K | 0.22% | −298−7.6% | Reduced |
| Prosperity Consulting Group, LLC | 3,640 | $420.8K | 0.03% | +1,715+89.1% | Added |
| Cookson Peirce & Co Inc | 3,657 | $422.8K | 0.02% | −112,883−96.9% | Reduced |
| Argent Trust Co | 3,674 | $424.8K | 0.02% | +186+5.3% | Added |
| Ssi Investment Management LLC | 3,695 | $427.2K | 0.03% | −3−0.1% | Reduced |
| Resurgent Financial Advisors LLC | 3,725 | $430.6K | 0.26% | −48−1.3% | Reduced |
| Bridgefront Capital, LLC | 3,745 | $433.0K | 0.13% | −36−1.0% | Reduced |
| L.M. Kohn & Company | 3,763 | $435.0K | 0.11% | +28+0.7% | Added |
| Perennial Investment Advisors, LLC | 3,765 | $435.3K | 0.05% | +3,765 | New |
| Dana Investment Advisors, Inc. | 3,771 | $436.0K | 0.02% | −310−7.6% | Reduced |
| TAGStone Capital, Inc. | 3,781 | $437.0K | 0.21% | +5+0.1% | Added |
| Ade, LLC | 3,805 | $439.9K | 0.25% | 00.0% | Unchanged |
| Shelton Capital Management | 3,810 | $440.5K | 0.01% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 3,813 | $440.8K | 0.27% | 00.0% | Unchanged |
| GLOBALT Investments LLC | 3,819 | $441.5K | 0.02% | +3,819 | New |
| Johnson Investment Counsel Inc | 3,850 | $445.1K | 0.00% | +37+1.0% | Added |
| Clarius Group, LLC | 3,872 | $447.6K | 0.03% | +3,872 | New |
| Tradition Wealth Management, LLC | 3,882 | $448.8K | 0.04% | +66+1.7% | Added |
| Berkshire Asset Management LLC | 3,800 | $451.2K | 0.02% | +3,800 | New |
| Parcion Private Wealth LLC | 3,912 | $452.3K | 0.04% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 3,914 | $452.5K | 0.05% | −2,239−36.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,917 | $452.8K | 0.04% | −2,165−35.6% | Reduced |
| First City Capital Management, Inc. | 3,926 | $453.9K | 0.27% | −570−12.7% | Reduced |
| Garda Capital Partners LP | 3,927 | $454.0K | 0.25% | +3,927 | New |
| Aaron Wealth Advisors | 3,943 | $455.9K | 0.05% | +191+5.1% | Added |
| Virtue Capital Management, LLC | 3,977 | $458.9K | 0.05% | −8,341−67.7% | Reduced |
| Oxford Financial Group Ltd | 3,998 | $462.2K | 0.03% | +2,156+117.0% | Added |
| Wealth Preservation Advisors, LLC | 4,000 | $462.4K | 0.33% | +4,000 | New |
| Ground Swell Capital, LLC | 4,001 | $462.6K | 1.05% | +4,001 | New |
| Golden State Wealth Management, LLC | 4,008 | $463.4K | 0.07% | −7−0.2% | Reduced |
| Kavar Capital Partners Group, LLC | 4,022 | $465.0K | 0.08% | 00.0% | Unchanged |
| Mount Lucas Management LP | 4,023 | $465.1K | 0.22% | +124+3.2% | Added |
| Fort Sheridan Advisors LLC | 4,028 | $465.7K | 0.07% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 4,060 | $469.4K | 0.01% | +1,969+94.2% | Added |
| Prospera Financial Services Inc | 4,076 | $471.3K | 0.01% | −721−15.0% | Reduced |
| Westpac Banking Corp | 4,088 | $472.6K | 0.03% | −437−9.7% | Reduced |
| one8zero8, LLC | 4,100 | $474.0K | 0.11% | −316−7.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,103 | $474.3K | 0.01% | −97−2.3% | Reduced |
| Genesis Private Wealth, LLC | 4,128 | $477.2K | 0.25% | +374+10.0% | Added |
| Meridian Wealth Management, LLC | 4,149 | $479.7K | 0.02% | +291+7.5% | Added |
| S-Bank Fund Management Ltd | 4,151 | $479.9K | 0.09% | +4,151 | New |
| RDA Financial Network | 4,166 | $481.6K | 0.14% | −20.0% | Reduced |
| Watershed Private Wealth LLC | 4,179 | $483.1K | 0.19% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 4,187 | $484.1K | 0.01% | −26,742−86.5% | Reduced |
| Fundamentun, LLC | 4,244 | $490.7K | 0.03% | −366−7.9% | Reduced |
| Kovack Advisors, Inc. | 4,246 | $490.8K | 0.05% | +110+2.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,249 | $491.2K | 0.03% | −1,707−28.7% | Reduced |
| Bridgewater Advisors Inc. | 4,345 | $496.9K | 0.04% | +4,345 | New |
| Fjell Capital, LLC | 4,313 | $498.7K | 0.51% | +490+12.8% | Added |
| Ritholtz Wealth Management | 4,402 | $508.9K | 0.02% | +1,524+53.0% | Added |
| Inceptionr LLC | 4,402 | $508.9K | 0.15% | +4,402 | New |
| Hilltop Holdings Inc. | 4,423 | $511.2K | 0.03% | −397−8.2% | Reduced |
| Sigma Planning Corp | 4,440 | $513.4K | 0.02% | −2,158−32.7% | Reduced |
| Consilium Wealth Advisory, LLC | 4,446 | $514.0K | 0.26% | +4,446 | New |
| Bridgewater Associates, LP | 4,454 | $514.9K | 0.00% | −2,492−35.9% | Reduced |
| FIL Ltd | 4,484 | $518.4K | 0.00% | −29,877−87.0% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 4,500 | $520.2K | 0.09% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 4,513 | $521.8K | 0.08% | +226+5.3% | Added |
| Alpha Cubed Investments, LLC | 4,530 | $523.7K | 0.02% | +4,530 | New |
| iA Global Asset Management Inc. | 4,530 | $524.0K | 0.01% | 00.0% | Unchanged |
| Family Management Corp | 4,538 | $524.6K | 0.09% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 4,544 | $525.0K | 0.04% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 4,593 | $531.0K | 0.01% | +21+0.5% | Added |
| 10Elms LLP | 4,594 | $531.1K | 0.53% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 4,626 | $534.8K | 0.02% | −16,071−77.6% | Reduced |
| Manchester Capital Management LLC | 4,626 | $534.8K | 0.07% | +104+2.3% | Added |
| Callan Family Office, LLC | 4,631 | $535.4K | 0.04% | +2,634+131.9% | Added |
| Clearwater Capital Advisors, LLC | 4,637 | $536.1K | 0.05% | +1,242+36.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,673 | $540.2K | 0.03% | 00.0% | Unchanged |