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 |
|---|---|---|---|---|---|
| Emprise Bank | 4,681 | $541.2K | 0.29% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,699 | $543.2K | 0.02% | +38+0.8% | Added |
| Duncker Streett & Co Inc | 4,700 | $543.4K | 0.11% | −100−2.1% | Reduced |
| Aft, Forsyth & Sober, LLC | 4,700 | $543.4K | 0.19% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 4,702 | $543.6K | 0.05% | −377−7.4% | Reduced |
| Hanlon Investment Management, Inc. | 4,726 | $546.4K | 0.41% | −602−11.3% | Reduced |
| Ameritas Advisory Services, LLC | 4,349 | $546.9K | 0.02% | +289+7.1% | Added |
| Congress Wealth Management LLC | 4,687 | $548.5K | 0.01% | +2,251+92.4% | Added |
| Roof Eidam & Maycock | 4,776 | $552.2K | 0.15% | +2,306+93.4% | Added |
| Wedmont Private Capital | 5,465 | $554.4K | 0.03% | +1,145+26.5% | Added |
| Eschler Asset Management LLP | 4,815 | $558.5K | 1.41% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 4,840 | $559.5K | 0.19% | −11,603−70.6% | Reduced |
| Edgemoor Investment Advisors, Inc. | 4,840 | $559.6K | 0.05% | −52−1.1% | Reduced |
| XML Financial, LLC | 4,846 | $560.3K | 0.05% | +839+20.9% | Added |
| Meiji Yasuda Life Insurance Co | 4,891 | $565.4K | 0.01% | −149−3.0% | Reduced |
| KCM Investment Advisors LLC | 4,900 | $566.5K | 0.02% | −500−9.3% | Reduced |
| GTS Securities LLC | 4,909 | $567.5K | 0.02% | −41−0.8% | Reduced |
| Huntington National Bank | 4,927 | $569.6K | 0.00% | −281−5.4% | Reduced |
| Samalin Investment Counsel, LLC | 4,932 | $570.3K | 0.23% | +904+22.4% | Added |
| Carolinas Wealth Consulting LLC | 4,991 | $577.0K | 0.12% | +21+0.4% | Added |
| Total Clarity Wealth Management, Inc. | 3,910 | $578.3K | 0.19% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 5,019 | $580.2K | 0.03% | +5,019 | New |
| Principle Wealth Partners LLC | 5,020 | $580.4K | 0.04% | 00.0% | Unchanged |
| Allworth Financial LP | 5,143 | $582.5K | 0.00% | +199+4.0% | Added |
| Quadrant Capital Group LLC | 5,047 | $583.5K | 0.02% | +3,558+239.0% | Added |
| Cary Street Partners Financial LLC | 5,048 | $583.6K | 0.02% | −70−1.4% | Reduced |
| Premier Path Wealth Partners, LLC | 5,073 | $586.5K | 0.09% | +728+16.8% | Added |
| ProVise Management Group, LLC | 5,089 | $588.3K | 0.05% | −266−5.0% | Reduced |
| PGGM Investments | 5,097 | $589.0K | 0.01% | 00.0% | Unchanged |
| Fusion Capital, LLC | 5,102 | $589.8K | 0.22% | +374+7.9% | Added |
| Red Door Wealth Management, LLC | 5,122 | $592.2K | 0.09% | −119−2.3% | Reduced |
| Allstate Corp | 5,170 | $597.7K | 0.02% | −12,974−71.5% | Reduced |
| Diversified Trust Co | 5,177 | $598.5K | 0.01% | −178−3.3% | Reduced |
| Paradigm Asset Management Co LLC | 5,204 | $601.6K | 0.16% | 00.0% | Unchanged |
| Guinness Asset Management LTD | 5,260 | $608.1K | 0.01% | −529−9.1% | Reduced |
| Concentric Capital Strategies, LP | 5,327 | $615.9K | 0.06% | −10,871−67.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 5,358 | $619.4K | 0.01% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 5,416 | $626.1K | 0.12% | +22+0.4% | Added |
| Banque Cantonale Vaudoise | 5,441 | $629.0K | 0.03% | +5,441 | New |
| Penobscot Investment Management Company, Inc. | 5,500 | $635.9K | 0.06% | +5,500 | New |
| Qtron Investments LLC | 5,503 | $636.2K | 0.10% | −1,734−24.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,582 | $645.3K | 0.25% | −304−5.2% | Reduced |
| RiverFront Investment Group, LLC | 5,618 | $649.5K | 0.01% | +5,618 | New |
| Raiffeisen Bank International AG | 5,673 | $651.6K | 0.01% | 00.0% | Unchanged |
| Keel Point, LLC | 5,655 | $653.8K | 0.05% | +177+3.2% | Added |
| Sagespring Wealth Partners, LLC | 5,671 | $655.7K | 0.02% | +52+0.9% | Added |
| Interval Partners, LP | 5,693 | $658.2K | 0.02% | +5,693 | New |
| Dorsey & Whitney Trust CO LLC | 5,733 | $662.8K | 0.04% | −65−1.1% | Reduced |
| Good Life Advisors, LLC | 5,737 | $663.2K | 0.05% | +7+0.1% | Added |
| SMART Wealth LLC | 5,748 | $664.5K | 0.24% | +1,996+53.2% | Added |
| Evelyn Partners Investment Management LLP | 5,755 | $665.3K | 0.02% | 00.0% | Unchanged |
| Golden State Equity Partners | 5,770 | $667.1K | 0.13% | +439+8.2% | Added |
| Integrated Investment Consultants, LLC | 5,779 | $668.1K | 0.13% | +43+0.7% | Added |
| Fidelis Capital Partners, LLC | 5,897 | $670.0K | 0.07% | −1,531−20.6% | Reduced |
| MGB Wealth Management, LLC | 5,812 | $671.5K | 0.24% | +100+1.8% | Added |
| Welch & Forbes LLC | 5,842 | $675.4K | 0.01% | −447−7.1% | Reduced |
| Money Concepts Capital Corp | 5,869 | $678.5K | 0.05% | +374+6.8% | Added |
| Fortress Wealth Group, LLC | 5,982 | $684.0K | 0.34% | +1,004+20.2% | Added |
| Exchange Traded Concepts, LLC | 5,928 | $685.3K | 0.01% | −2,775−31.9% | Reduced |
| Spirepoint Private Client, LLC | 6,010 | $694.8K | 0.09% | 00.0% | Unchanged |
| Scotia Capital Inc. | 6,023 | $696.3K | 0.00% | −8,054−57.2% | Reduced |
| Ballentine Partners, LLC | 6,083 | $703.3K | 0.01% | +362+6.3% | Added |
| Coldstream Capital Management Inc | 6,120 | $707.5K | 0.02% | +1,912+45.4% | Added |
| WESPAC Advisors SoCal, LLC | 6,166 | $712.9K | 0.19% | +6,166 | New |
| Diligent Investors, LLC | 6,229 | $720.2K | 0.18% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 6,239 | $721.3K | 0.11% | −22−0.4% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,273 | $725.3K | 0.17% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 6,299 | $728.2K | 0.04% | +3,482+123.6% | Added |
| Ethic Inc. | 6,190 | $729.4K | 0.01% | +2,054+49.7% | Added |
| Insigneo Advisory Services, LLC | 6,318 | $730.5K | 0.08% | −1,207−16.0% | Reduced |
| Old National Bancorp | 6,326 | $731.3K | 0.02% | −487−7.1% | Reduced |
| One Capital Management, LLC | 6,343 | $733.3K | 0.02% | +516+8.9% | Added |
| TFB Advisors LLC | 6,381 | $737.7K | 0.21% | +303+5.0% | Added |
| EP Wealth Advisors, LLC | 6,393 | $739.1K | 0.01% | −16−0.2% | Reduced |
| Western Financial Corp | 6,395 | $739.3K | 0.43% | +6,395 | New |
| Ameritas Investment Partners, Inc. | 6,431 | $743.5K | 0.03% | −146−2.2% | Reduced |
| Centaurus Financial, Inc. | 6,434 | $744.0K | 0.05% | −22−0.3% | Reduced |
| Glenview Trust Co | 6,469 | $747.9K | 0.01% | +770+13.5% | Added |
| Islay Capital Management, LLC | 6,518 | $753.5K | 0.51% | +1,186+22.2% | Added |
| Cigna Investments Inc | 6,718 | $776.0K | 0.15% | −155−2.3% | Reduced |
| Firethorn Wealth Partners, LLC | 6,725 | $777.4K | 0.37% | −148−2.2% | Reduced |
| Moloney Securities Asset Management, LLC | 6,725 | $777.5K | 0.11% | +27+0.4% | Added |
| Old Well Partners, LLC | 6,741 | $779.3K | 17.12% | −32,682−82.9% | Reduced |
| Benjamin Edwards Inc | 6,814 | $787.9K | 0.01% | +1,370+25.2% | Added |
| Transcend Wealth Collective, LLC | 6,856 | $792.6K | 0.06% | −2,167−24.0% | Reduced |
| Sawgrass Asset Management LLC | 6,863 | $793.4K | 0.10% | −968−12.4% | Reduced |
| Visionary Wealth Advisors | 6,869 | $794.1K | 0.05% | +400+6.2% | Added |
| Strategy Asset Managers LLC | 6,925 | $800.6K | 0.17% | −43−0.6% | Reduced |
| Douglas Lane & Associates, LLC | 6,971 | $806.0K | 0.01% | −150−2.1% | Reduced |
| Mosaic Financial Group, LLC | 7,000 | $809.0K | 0.66% | −7,000−50.0% | Reduced |
| Greenleaf Trust | 6,998 | $809.0K | 0.01% | +861+14.0% | Added |
| Valeo Financial Advisors, LLC | 7,076 | $818.1K | 0.02% | +2,006+39.6% | Added |
| Atom Investors LP | 7,126 | $823.8K | 0.10% | +7,126 | New |
| Yorktown Management & Research Co Inc | 7,200 | $832.4K | 0.90% | 00.0% | Unchanged |
| We Are One Seven, LLC | 7,251 | $838.3K | 0.03% | +3,463+91.4% | Added |
| Guidance Capital, Inc | 7,175 | $839.0K | 0.26% | +1,700+31.1% | Added |
| Kesler, Norman & Wride, LLC | 7,322 | $846.7K | 0.16% | +4,869+198.5% | Added |
| Moors & Cabot, Inc. | 7,354 | $850.2K | 0.04% | −339−4.4% | Reduced |
| Triumph Capital Management | 7,370 | $852.0K | 0.28% | +3,770+104.7% | Added |
| First Bank & Trust | 7,422 | $858.1K | 0.17% | +98+1.3% | Added |