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 |
|---|---|---|---|---|---|
| FJ Capital Management LLC | 7,424 | $858.3K | 0.09% | +7,424 | New |
| Linscomb & Williams, Inc. | 7,433 | $859.3K | 0.04% | +433+6.2% | Added |
| Legacy Wealth Management, LLC | 7,482 | $865.0K | 0.28% | +2,434+48.2% | Added |
| Sompo Asset Management Co., Ltd. | 7,520 | $869.4K | 0.16% | +630+9.1% | Added |
| Nalls Sherbakoff Group, LLC | 7,591 | $877.6K | 0.71% | +7,591 | New |
| Dynamic Advisor Solutions LLC | 7,609 | $879.7K | 0.03% | +163+2.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 7,621 | $881.1K | 0.18% | +917+13.7% | Added |
| Gridiron Partners, LLC | 7,716 | $892.0K | 0.57% | −901−10.5% | Reduced |
| Icapital Wealth LLC | 7,721 | $892.6K | 0.54% | +7,721 | New |
| Private Advisory Group LLC | 7,733 | $894.0K | 0.10% | −1,743−18.4% | Reduced |
| Trust Asset Management LLC | 7,763 | $897.5K | 0.07% | +47+0.6% | Added |
| Corsair Capital Management, L.P. | 7,832 | $905.5K | 0.23% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 7,835 | $905.8K | 0.34% | +7,835 | New |
| Fifth Third Wealth Advisors LLC | 7,877 | $910.6K | 0.05% | +339+4.5% | Added |
| HighPoint Advisor Group LLC | 7,970 | $911.4K | 0.05% | +704+9.7% | Added |
| Signaturefd, LLC | 7,920 | $915.6K | 0.02% | −378−4.6% | Reduced |
| Sage Rhino Capital LLC | 8,018 | $927.0K | 0.21% | +48+0.6% | Added |
| Arete Wealth Advisors, LLC | 8,025 | $928.0K | 0.07% | −897−10.1% | Reduced |
| Central Pacific Bank - Trust Division | 8,040 | $929.5K | 0.13% | −11,184−58.2% | Reduced |
| MJP Associates Inc | 8,159 | $943.3K | 0.17% | −657−7.5% | Reduced |
| Uniting Wealth Partners, LLC | 8,300 | $959.6K | 0.48% | +8,300 | New |
| Canandaigua National Bank & Trust Co | 8,359 | $966.4K | 0.10% | +975+13.2% | Added |
| Atomi Financial Group, Inc. | 8,393 | $970.3K | 0.04% | +3,362+66.8% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 8,406 | $971.8K | 0.00% | −7−0.1% | Reduced |
| James J. Burns & Company, LLC | 8,527 | $985.8K | 0.18% | +117+1.4% | Added |
| Smith Shellnut Wilson LLC | 8,543 | $987.7K | 0.45% | −35−0.4% | Reduced |
| Stratos Wealth Partners, LTD. | 8,571 | $991.0K | 0.02% | −2,613−23.4% | Reduced |
| CAPROCK Group, Inc. | 8,583 | $992.3K | 0.03% | +1,018+13.5% | Added |
| E&G Advisors, LP | 8,700 | $1.01M | 0.28% | −200−2.2% | Reduced |
| Fiduciary Group LLC | 8,700 | $1.01M | 0.10% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 8,858 | $1.02M | 0.01% | +527+6.3% | Added |
| Glenmede Trust Co NA | 8,864 | $1.02M | 0.01% | −12,026−57.6% | Reduced |
| Kraematon Investment Advisors, Inc | 8,889 | $1.03M | 1.05% | −67−0.7% | Reduced |
| Gilbert & Cook, Inc. | 8,953 | $1.04M | 0.15% | −722−7.5% | Reduced |
| CWM, LLC | 8,987 | $1.04M | 0.00% | +398+4.6% | Added |
| Vinva Investment Management Ltd | 9,070 | $1.04M | 0.04% | +1,506+19.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,073 | $1.05M | 0.04% | +954+11.8% | Added |
| Sterling Capital Management LLC | 9,095 | $1.05M | 0.02% | −575−5.9% | Reduced |
| Wolverine Trading, LLC | 9,180 | $1.05M | 0.03% | +9,180 | New |
| Meeder Advisory Services, Inc. | 9,137 | $1.06M | 0.06% | +1,002+12.3% | Added |
| Mutual Advisors, LLC | 9,362 | $1.06M | 0.03% | +257+2.8% | Added |
| Two Sigma Securities, LLC | 9,277 | $1.07M | 0.16% | +9,277 | New |
| Beaumont Financial Advisors, LLC | 9,314 | $1.08M | 0.08% | +60+0.6% | Added |
| Summit Trail Advisors, LLC | 9,328 | $1.08M | 0.04% | +3,457+58.9% | Added |
| Abn Amro Investment Solutions | 9,379 | $1.08M | 0.02% | +872+10.3% | Added |
| Robertson Stephens Wealth Management, LLC | 9,402 | $1.09M | 0.04% | −1,229−11.6% | Reduced |
| Aries Wealth Management | 9,404 | $1.09M | 0.30% | 00.0% | Unchanged |
| Profund Advisors LLC | 9,405 | $1.09M | 0.05% | −486−4.9% | Reduced |
| Kestra Private Wealth Services, LLC | 9,421 | $1.09M | 0.02% | +270+3.0% | Added |
| Darwin Advisors, LLC | 7,383 | $1.09M | 0.37% | 00.0% | Unchanged |
| NVWM, LLC | 9,494 | $1.10M | 0.29% | −25−0.3% | Reduced |
| Snowden Capital Advisors LLC | 9,525 | $1.10M | 0.04% | +438+4.8% | Added |
| Cove Private Wealth, LLC | 9,561 | $1.11M | 0.58% | +9,561 | New |
| GM Advisory Group, Inc. | 9,561 | $1.11M | 0.06% | 00.0% | Unchanged |
| Forum Financial Management, LP | 9,589 | $1.11M | 0.02% | +1,023+11.9% | Added |
| BNP Paribas | 9,647 | $1.12M | 0.05% | +4,437+85.2% | Added |
| RW Investment Management LLC | 9,762 | $1.13M | 0.14% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 9,975 | $1.15M | 0.08% | +625+6.7% | Added |
| GAMMA Investing LLC | 9,997 | $1.16M | 0.09% | −598−5.6% | Reduced |
| MYDA Advisors LLC | 10,000 | $1.16M | 0.41% | +10,000 | New |
| Parallel Advisors, LLC | 10,056 | $1.16M | 0.03% | +512+5.4% | Added |
| Capitolis Liquid Global Markets LLC | 10,060 | $1.16M | 0.01% | −3,500−25.8% | Reduced |
| Concurrent Investment Advisors, LLC | 10,089 | $1.17M | 0.03% | +3,667+57.1% | Added |
| Caption Management, LLC | 10,125 | $1.17M | 0.05% | −16,875−62.5% | Reduced |
| Clear Harbor Asset Management, LLC | 10,125 | $1.17M | 0.09% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 10,184 | $1.18M | 0.01% | +1,095+12.0% | Added |
| Capital Counsel LLC | 10,239 | $1.18M | 0.05% | +10,239 | New |
| Zions Bancorporation, National Association | 10,368 | $1.20M | 0.08% | +10,368 | New |
| Western Wealth Management, LLC | 10,385 | $1.20M | 0.08% | +40+0.4% | Added |
| Hunting Hill Global Capital, LLC | 10,471 | $1.21M | 1.53% | 00.0% | Unchanged |
| Sanibel Captiva Trust Company, Inc. | 10,473 | $1.21M | 0.04% | +10,473 | New |
| Silvant Capital Management LLC | 10,531 | $1.22M | 0.06% | 00.0% | Unchanged |
| Gardner Lewis Asset Management L P | 10,655 | $1.23M | 0.30% | +4,290+67.4% | Added |
| Illinois Municipal Retirement Fund | 10,757 | $1.24M | 0.02% | 00.0% | Unchanged |
| Northeast Investment Management | 10,833 | $1.25M | 0.06% | −1,967−15.4% | Reduced |
| StoneX Group Inc. | 10,839 | $1.25M | 0.07% | +1,863+20.8% | Added |
| Element Pointe Advisors, LLC | 10,928 | $1.26M | 0.31% | −184−1.7% | Reduced |
| Trueblood Wealth Management, LLC | 10,954 | $1.27M | 0.59% | +462+4.4% | Added |
| Wealthcare Advisory Partners LLC | 11,026 | $1.27M | 0.03% | +52+0.5% | Added |
| Horizon Investments, LLC | 11,050 | $1.28M | 0.04% | +464+4.4% | Added |
| Duncan Williams Asset Management, LLC | 11,036 | $1.28M | 0.46% | +655+6.3% | Added |
| Dynamic Technology Lab Private Ltd | 11,070 | $1.28M | 0.19% | +5,500+98.7% | Added |
| Lynx Capital Group Ltd | 11,107 | $1.28M | 0.66% | 00.0% | Unchanged |
| RFG Advisory, LLC | 11,109 | $1.28M | 0.03% | −1,877−14.5% | Reduced |
| Westover Capital Advisors, LLC | 11,130 | $1.29M | 0.29% | 00.0% | Unchanged |
| Grange Capital, LLC | 11,208 | $1.30M | 1.51% | +3,738+50.0% | Added |
| CenterBook Partners LP | 11,221 | $1.30M | 0.08% | +9,527+562.4% | Added |
| Northwest & Ethical Investments L.P. | 11,245 | $1.30M | 0.04% | +8,065+253.6% | Added |
| AlTi Global, Inc. | 11,295 | $1.31M | 0.03% | −87−0.8% | Reduced |
| Davenport & Co LLC | 11,371 | $1.31M | 0.01% | +124+1.1% | Added |
| Keybank National Association | 11,387 | $1.32M | 0.01% | +325+2.9% | Added |
| Advisor OS, LLC | 11,409 | $1.32M | 0.15% | −606−5.0% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 11,415 | $1.32M | 0.09% | +11,415 | New |
| Boston Private Wealth LLC | 11,499 | $1.33M | 0.05% | +137+1.2% | Added |
| Highland Capital Management, LLC | 11,517 | $1.33M | 0.08% | +264+2.3% | Added |
| United Asset Strategies, Inc. | 11,518 | $1.33M | 0.12% | −4,849−29.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 11,567 | $1.34M | 0.05% | −465−3.9% | Reduced |
| Spire Wealth Management | 11,701 | $1.35M | 0.04% | +443+3.9% | Added |
| Guardian Investment Management | 12,375 | $1.36M | 1.16% | −50−0.4% | Reduced |
| Buckingham Strategic Partners | 11,741 | $1.36M | 0.02% | +2,394+25.6% | Added |