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 |
|---|---|---|---|---|---|
| Professional Financial Advisors, LLC | 11,812 | $1.37M | 0.35% | −210−1.7% | Reduced |
| MUFG Securities Americas Inc. | 11,949 | $1.38M | 0.16% | +1,984+19.9% | Added |
| Institute for Wealth Management, LLC. | 11,980 | $1.39M | 0.18% | +4,416+58.4% | Added |
| Allianz SE | 12,015 | $1.39M | 0.04% | +4,015+50.2% | Added |
| Chemistry Wealth Management LLC | 12,149 | $1.40M | 0.33% | +30.0% | Added |
| Vestcor Inc | 12,222 | $1.41M | 0.05% | +924+8.2% | Added |
| ASR Vermogensbeheer N.V. | 12,250 | $1.42M | 0.02% | +12,250 | New |
| Riverpark Capital Management LLC | 12,284 | $1.42M | 2.61% | +2,339+23.5% | Added |
| BTG Pactual Asset Management US LLC | 12,366 | $1.43M | 0.19% | +12,366 | New |
| JustInvest LLC | 12,390 | $1.43M | 0.02% | +1,271+11.4% | Added |
| Andra AP-fonden | 12,400 | $1.43M | 0.02% | +12,400 | New |
| Umb Bank N A | 12,405 | $1.43M | 0.02% | −42,494−77.4% | Reduced |
| IHT Wealth Management, LLC | 12,611 | $1.46M | 0.05% | −1,119−8.2% | Reduced |
| Runnymede Capital Advisors, Inc. | 12,617 | $1.46M | 1.40% | +410+3.4% | Added |
| Wernau Asset Management Inc. | 12,674 | $1.47M | 1.52% | −10.0% | Reduced |
| Avalon Trust Co | 12,810 | $1.48M | 0.12% | −1,500−10.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 12,905 | $1.49M | 0.04% | +4,936+61.9% | Added |
| Caxton Associates LLP | 12,917 | $1.49M | 0.05% | +12,917 | New |
| TFR Capital, LLC. | 13,221 | $1.53M | 0.64% | +13,221 | New |
| Dakota Wealth Management | 13,278 | $1.54M | 0.04% | −304−2.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 13,309 | $1.54M | 0.46% | +60.0% | Added |
| Moody National Bank Trust Division | 13,440 | $1.55M | 0.16% | −221−1.6% | Reduced |
| Commerce Bank | 13,662 | $1.58M | 0.01% | +470+3.6% | Added |
| Parallax Volatility Advisers, L.P. | 13,789 | $1.59M | 0.05% | +13,789 | New |
| Resources Investment Advisors, LLC. | 13,796 | $1.59M | 0.02% | +1,311+10.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,000 | $1.60M | 0.02% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 13,888 | $1.61M | 0.65% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 13,914 | $1.61M | 0.05% | −2,383−14.6% | Reduced |
| Choate Investment Advisors | 13,956 | $1.61M | 0.04% | 00.0% | Unchanged |
| Financial Management Network Inc | 16,822 | $1.64M | 0.37% | +2,895+20.8% | Added |
| Walleye Trading LLC | 14,203 | $1.64M | 0.05% | +14,203 | New |
| XTX Topco Ltd | 14,267 | $1.65M | 0.08% | +11,863+493.5% | Added |
| Level Four Advisory Services, LLC | 14,335 | $1.66M | 0.07% | −223−1.5% | Reduced |
| Daymark Wealth Partners, LLC | 14,585 | $1.69M | 0.07% | +2,361+19.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,641 | $1.69M | 0.02% | +496+3.5% | Added |
| Aigen Investment Management, LP | 14,716 | $1.70M | 0.27% | +14,716 | New |
| Intech Investment Management LLC | 14,809 | $1.71M | 0.02% | −189−1.3% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 14,827 | $1.71M | 0.33% | 00.0% | Unchanged |
| IFC Advisors LLC | 14,880 | $1.72M | 0.36% | +4,567+44.3% | Added |
| Pacific Capital Partners Ltd | 15,000 | $1.73M | 1.10% | +15,000 | New |
| Farther Finance Advisors, LLC | 14,721 | $1.73M | 0.04% | −511−3.4% | Reduced |
| Essex Financial Services, Inc. | 15,020 | $1.74M | 0.13% | −992−6.2% | Reduced |
| Cushing Capital Partners, LLC | 15,038 | $1.74M | 1.56% | −2,446−14.0% | Reduced |
| CWA Asset Management Group, LLC | 15,068 | $1.74M | 0.08% | −54−0.4% | Reduced |
| Summit Financial, LLC | 15,101 | $1.75M | 0.05% | +5,451+56.5% | Added |
| Everence Capital Management Inc | 15,220 | $1.76M | 0.12% | −1,570−9.4% | Reduced |
| Zhang Financial LLC | 15,332 | $1.77M | 0.09% | +2,779+22.1% | Added |
| United Services Automobile Association | 15,494 | $1.78M | 0.05% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 15,443 | $1.79M | 0.03% | −1,446−8.6% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 15,518 | $1.79M | 0.10% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 15,545 | $1.80M | 0.34% | −370−2.3% | Reduced |
| CIBC Private Wealth Group, LLC | 19,157 | $1.81M | 0.00% | −3,174−14.2% | Reduced |
| Lansing Street Advisors | 15,778 | $1.82M | 0.61% | +29+0.2% | Added |
| Fulton Bank, N.A. | 15,875 | $1.84M | 0.07% | −1,307−7.6% | Reduced |
| Bradley Foster & Sargent Inc | 16,219 | $1.88M | 0.03% | −573−3.4% | Reduced |
| Louisbourg Investments Inc. | 21,352 | $1.88M | 0.51% | +10,910+104.5% | Added |
| Venture Visionary Partners LLC | 16,368 | $1.89M | 0.08% | +12,423+314.9% | Added |
| Gabelli & Co Investment Advisers, Inc. | 16,400 | $1.90M | 0.29% | −17,600−51.8% | Reduced |
| National Asset Management, Inc. | 16,416 | $1.90M | 0.06% | −191−1.2% | Reduced |
| Integrated Advisors Network LLC | 16,484 | $1.91M | 0.10% | −1,531−8.5% | Reduced |
| Independent Advisor Alliance | 16,501 | $1.91M | 0.06% | +568+3.6% | Added |
| Harbor Capital Advisors, Inc. | 16,517 | $1.91M | 0.09% | +4,333+35.6% | Added |
| Vontobel Holding Ltd. | 16,625 | $1.92M | 0.01% | −1,127−6.3% | Reduced |
| Private Advisor Group, LLC | 16,687 | $1.93M | 0.01% | −1,355−7.5% | Reduced |
| Guggenheim Capital LLC | 16,775 | $1.94M | 0.02% | −1,129−6.3% | Reduced |
| Equitable Holdings, Inc. | 16,907 | $1.95M | 0.02% | +957+6.0% | Added |
| Clark Capital Management Group, Inc. | 16,944 | $1.96M | 0.01% | +15,380+983.4% | Added |
| Banque Transatlantique SA | 17,000 | $1.97M | 0.06% | −67,884−80.0% | Reduced |
| RiverPark Advisors, LLC | 17,022 | $1.97M | 1.53% | +2,754+19.3% | Added |
| HRT Financial LP | 17,046 | $1.97M | 0.01% | −675−3.8% | Reduced |
| Apollon Wealth Management, LLC | 17,079 | $1.97M | 0.04% | +3,736+28.0% | Added |
| Clearstead Advisors, LLC | 17,203 | $1.99M | 0.03% | +2,468+16.7% | Added |
| Cross Staff Investments Inc | 17,207 | $1.99M | 1.50% | −44−0.3% | Reduced |
| LB Partners LLC | 17,100 | $2.00M | 1.44% | 00.0% | Unchanged |
| Next Capital Management LLC | 17,387 | $2.01M | 0.96% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 17,500 | $2.02M | 0.50% | +13,837+377.8% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 17,532 | $2.03M | 0.07% | −1,182−6.3% | Reduced |
| Denali Advisors LLC | 17,540 | $2.03M | 0.23% | −38,141−68.5% | Reduced |
| Franklin Street Advisors Inc | 17,547 | $2.03M | 0.14% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 17,789 | $2.06M | 0.08% | +678+4.0% | Added |
| Teton Advisors, Inc. | 18,000 | $2.08M | 1.30% | −2,800−13.5% | Reduced |
| Ar Asset Management Inc | 18,000 | $2.08M | 0.47% | 00.0% | Unchanged |
| Caisse des Depots Et Consignations | 18,071 | $2.09M | 0.10% | −4,028−18.2% | Reduced |
| Alerus Financial NA | 18,108 | $2.09M | 0.17% | +18,108 | New |
| Connable Office Inc | 18,680 | $2.16M | 0.23% | −259−1.4% | Reduced |
| Generali Asset Management SPA SGR | 18,864 | $2.18M | 0.05% | +18,864 | New |
| Itau Unibanco Holding S.A. | 18,914 | $2.19M | 0.08% | +18,914 | New |
| Lee Danner & Bass Inc | 19,271 | $2.23M | 0.18% | −175−0.9% | Reduced |
| Checchi Capital Advisers, LLC | 19,427 | $2.25M | 0.16% | +398+2.1% | Added |
| MAI Capital Management | 19,438 | $2.25M | 0.02% | +6,529+50.6% | Added |
| Mercer Global Advisors Inc | 19,495 | $2.25M | 0.01% | +5,724+41.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 19,589 | $2.26M | 0.16% | +19,589 | New |
| Wedbush Securities Inc | 19,623 | $2.27M | 0.08% | −208−1.0% | Reduced |
| Marex Group plc | 19,775 | $2.29M | 0.04% | +18,035+1,036.5% | Added |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 20,000 | $2.31M | 0.13% | −3,500−14.9% | Reduced |
| Iridian Asset Management LLC | 20,015 | $2.31M | 0.73% | −810−3.9% | Reduced |
| Asio Capital, LLC | 20,069 | $2.32M | 0.45% | +20,069 | New |
| Advisory Services Network, LLC | 20,240 | $2.34M | 0.04% | +4,909+32.0% | Added |
| Brevan Howard Capital Management LP | 20,273 | $2.34M | 0.07% | +20,273 | New |
| Karani Asset Management LLC | 20,376 | $2.36M | 2.49% | −12,450−37.9% | Reduced |