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 |
|---|---|---|---|---|---|
| ING Groep NV | 20,429 | $2.36M | 0.02% | +3,479+20.5% | Added |
| Leonteq Securities AG | 20,505 | $2.37M | 0.18% | +12,022+141.7% | Added |
| Mission Wealth Management, LP | 20,524 | $2.37M | 0.06% | +17+0.1% | Added |
| Bokf, NA | 20,836 | $2.41M | 0.04% | +11,899+133.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 20,840 | $2.41M | 0.01% | −15,106−42.0% | Reduced |
| Empowered Funds, LLC | 21,120 | $2.44M | 0.03% | −43,951−67.5% | Reduced |
| Regions Financial Corp | 21,126 | $2.44M | 0.02% | −1,730−7.6% | Reduced |
| Capital International Sarl | 21,214 | $2.45M | 0.06% | −2,567−10.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 21,470 | $2.48M | 0.04% | +36+0.2% | Added |
| Campbell & CO Investment Adviser LLC | 21,485 | $2.48M | 0.19% | +21,485 | New |
| Park Avenue Securities LLC | 21,565 | $2.49M | 0.03% | −1,303−5.7% | Reduced |
| Davidson Kahn Capital Management, LLC | 21,631 | $2.50M | 1.93% | +6,935+47.2% | Added |
| Pensionmark Financial Group, LLC | 21,652 | $2.50M | 0.07% | −756−3.4% | Reduced |
| D. E. Shaw & Co., Inc. | 21,900 | $2.53M | 0.00% | +21,900 | New |
| Capital Analysts, LLC | 21,946 | $2.54M | 0.09% | −8,581−28.1% | Reduced |
| Rational Advisors LLC | 22,150 | $2.56M | 0.26% | −2,900−11.6% | Reduced |
| Union Bancaire Privee, UBP SA | 23,084 | $2.56M | 0.05% | +23,084 | New |
| Merit Financial Group, LLC | 22,226 | $2.57M | 0.04% | −4,487−16.8% | Reduced |
| Southeast Asset Advisors Inc. | 22,357 | $2.58M | 0.32% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 22,387 | $2.59M | 0.11% | +22,387 | New |
| Tokio Marine Asset Management Co Ltd | 22,447 | $2.60M | 0.09% | +3,263+17.0% | Added |
| Sierra Capital LLC | 22,490 | $2.60M | 0.31% | −2,009−8.2% | Reduced |
| DRW Securities, LLC | 22,625 | $2.62M | 0.22% | +5,878+35.1% | Added |
| Sequoia Financial Advisors, LLC | 22,827 | $2.64M | 0.02% | +7,481+48.7% | Added |
| NewEdge Wealth, LLC | 22,837 | $2.64M | 0.05% | +7,127+45.4% | Added |
| Accuvest Global Advisors | 22,898 | $2.65M | 2.25% | −2,581−10.1% | Reduced |
| Bryn Mawr Trust Co | 22,997 | $2.66M | 0.05% | −4,705−17.0% | Reduced |
| Van Eck Associates Corp | 23,551 | $2.72M | 0.00% | +1,094+4.9% | Added |
| Lazard Asset Management LLC | 23,743 | $2.74M | 0.00% | −1,867−7.3% | Reduced |
| Advisors Asset Management, Inc. | 23,933 | $2.77M | 0.05% | −12,341−34.0% | Reduced |
| TownSquare Capital, LLC | 23,978 | $2.77M | 0.03% | +3,448+16.8% | Added |
| J.W. Cole Advisors, Inc. | 24,167 | $2.79M | 0.09% | +6,760+38.8% | Added |
| Group One Trading, L.P. | 24,302 | $2.81M | 0.12% | +24,302 | New |
| Omers Administration Corp | 24,393 | $2.82M | 0.02% | −9,400−27.8% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 23,318 | $2.83M | 0.15% | +23,318 | New |
| Sit Investment Associates Inc | 24,550 | $2.84M | 0.07% | −5,465−18.2% | Reduced |
| Verition Fund Management LLC | 24,626 | $2.85M | 0.02% | +17,416+241.6% | Added |
| Tower Research Capital LLC (TRC) | 24,868 | $2.85M | 0.08% | −21,765−46.7% | Reduced |
| Procyon Private Wealth Partners, LLC | 24,651 | $2.85M | 0.17% | −226−0.9% | Reduced |
| Warren Averett Asset Management, LLC | 24,694 | $2.85M | 0.03% | −1,251−4.8% | Reduced |
| Avantax Advisory Services, Inc. | 24,779 | $2.86M | 0.02% | +1,153+4.9% | Added |
| Wesbanco Bank Inc | 25,130 | $2.91M | 0.10% | +518+2.1% | Added |
| MONECO Advisors, LLC | 25,244 | $2.92M | 0.30% | +18+0.1% | Added |
| Siemens Fonds Invest GmbH | 25,433 | $2.94M | 0.20% | +275+1.1% | Added |
| Broadleaf Partners, LLC | 25,545 | $2.95M | 0.77% | +25,545 | New |
| Fortitude Family Office, LLC | 25,616 | $2.96M | 1.06% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 25,795 | $2.96M | 0.00% | +7,419+40.4% | Added |
| Synovus Financial Corp | 25,645 | $2.96M | 0.04% | +17,336+208.6% | Added |
| Citizens Financial Group Inc | 25,647 | $2.97M | 0.06% | +519+2.1% | Added |
| Pinnacle Associates Ltd | 25,747 | $2.98M | 0.04% | +6,602+34.5% | Added |
| Crossmark Global Holdings, Inc. | 25,905 | $2.99M | 0.05% | −347−1.3% | Reduced |
| Norinchukin Bank, The | 25,929 | $3.00M | 0.06% | +2,341+9.9% | Added |
| Equitable Trust Co | 26,166 | $3.03M | 0.17% | −2,668−9.3% | Reduced |
| Dorsey Wright & Associates | 26,232 | $3.03M | 0.77% | −10,479−28.5% | Reduced |
| Black Swift Group, LLC | 26,350 | $3.05M | 0.69% | +26,350 | New |
| Barr E S & Co | 26,375 | $3.05M | 0.19% | 00.0% | Unchanged |
| M&T Bank Corp | 26,509 | $3.06M | 0.01% | −614−2.3% | Reduced |
| Investment Management Corp of Ontario | 27,043 | $3.13M | 0.06% | +300+1.1% | Added |
| Baird Financial Group, Inc. | 27,217 | $3.15M | 0.01% | +201+0.7% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 27,264 | $3.15M | 0.09% | −19,320−41.5% | Reduced |
| SG Americas Securities, LLC | 28,117 | $3.25M | 0.01% | +21,395+318.3% | Added |
| CFM Wealth Partners LLC | 28,215 | $3.26M | 0.58% | +1,886+7.2% | Added |
| Privium Fund Management (UK) Ltd | 27,000 | $3.26M | 2.52% | +27,000 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 28,737 | $3.32M | 0.04% | −23,258−44.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 28,852 | $3.34M | 0.06% | +4,821+20.1% | Added |
| Basswood Capital Management, L.L.C. | 28,973 | $3.35M | 0.19% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 29,134 | $3.37M | 0.01% | +29,134 | New |
| Two Sigma Investments, LP | 29,279 | $3.38M | 0.01% | −279−0.9% | Reduced |
| Thrivent Financial for Lutherans | 29,609 | $3.42M | 0.01% | +3,144+11.9% | Added |
| Parkwood LLC | 29,820 | $3.45M | 0.34% | +29,820 | New |
| Prime Capital Investment Advisors, LLC | 30,090 | $3.48M | 0.04% | +25,480+552.7% | Added |
| Nomura Holdings Inc | 30,367 | $3.51M | 0.02% | −47,691−61.1% | Reduced |
| Ingalls & Snyder LLC | 30,524 | $3.53M | 0.12% | −160−0.5% | Reduced |
| Richard Bernstein Advisors LLC | 30,543 | $3.53M | 0.09% | −1,083−3.4% | Reduced |
| Jackson Square Partners, LLC | 30,756 | $3.56M | 0.48% | −1,164−3.6% | Reduced |
| Blair William & Co | 31,085 | $3.59M | 0.01% | +2,953+10.5% | Added |
| Curbstone Financial Management Corp | 31,308 | $3.62M | 0.76% | −2,680−7.9% | Reduced |
| Maryland State Retirement & Pension System | 31,490 | $3.64M | 0.09% | −4,737−13.1% | Reduced |
| Guardian Wealth Management, Inc. | 31,498 | $3.64M | 2.43% | −384−1.2% | Reduced |
| New Mexico Educational Retirement Board | 31,500 | $3.64M | 0.13% | −700−2.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 31,614 | $3.65M | 0.07% | −1,369−4.2% | Reduced |
| Covenant Asset Management, LLC | 31,779 | $3.67M | 0.92% | +31,779 | New |
| U.S. Capital Wealth Advisors, LLC | 31,891 | $3.69M | 0.11% | +291+0.9% | Added |
| Oversea-Chinese Banking CORP Ltd | 32,046 | $3.70M | 0.11% | −34,979−52.2% | Reduced |
| Patton Fund Management, Inc. | 32,444 | $3.75M | 0.91% | −9,632−22.9% | Reduced |
| Sabal Trust CO | 32,496 | $3.76M | 0.21% | −2,224−6.4% | Reduced |
| Proficio Capital Partners LLC | 32,337 | $3.79M | 0.29% | +1,067+3.4% | Added |
| Principal Securities, Inc. | 25,957 | $3.84M | 0.09% | 00.0% | Unchanged |
| Bearing Point Capital, LLC | 33,476 | $3.87M | 0.82% | +4,118+14.0% | Added |
| Coastline Trust Co | 33,543 | $3.88M | 0.48% | +150+0.4% | Added |
| Toroso Investments, LLC | 33,615 | $3.89M | 0.03% | −19,069−36.2% | Reduced |
| Metis Global Partners, LLC | 34,531 | $3.99M | 0.11% | +4,185+13.8% | Added |
| Alps Advisors Inc | 34,740 | $4.02M | 0.02% | −885−2.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 34,844 | $4.03M | 0.61% | +328+1.0% | Added |
| Securian Asset Management, Inc | 35,675 | $4.12M | 0.13% | −605−1.7% | Reduced |
| Rothschild Investment LLC | 36,077 | $4.17M | 0.28% | −792−2.1% | Reduced |
| Fifth Third Bancorp | 36,100 | $4.17M | 0.02% | −823−2.2% | Reduced |
| Louisiana State Employees Retirement System | 36,300 | $4.20M | 0.08% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 36,630 | $4.21M | 0.34% | −1,000−2.7% | Reduced |
| Larson Financial Group LLC | 36,413 | $4.21M | 0.20% | +1,825+5.3% | Added |