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 |
|---|---|---|---|---|---|
| CIBC World Markets Corp | 79,001 | $9.13M | 0.07% | −25,081−24.1% | Reduced |
| Jessup Wealth Management, Inc | 78,850 | $9.12M | 3.83% | +34,237+76.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 78,803 | $9.11M | 0.02% | +10,631+15.6% | Added |
| Mutual of America Capital Management LLC | 78,507 | $9.08M | 0.10% | −2,364−2.9% | Reduced |
| City of London Investment Management Co Ltd | 78,463 | $9.07M | 0.97% | −11,766−13.0% | Reduced |
| Lido Advisors, LLC | 78,308 | $9.05M | 0.05% | +50,659+183.2% | Added |
| Nissay Asset Management Corp | 77,616 | $8.97M | 0.06% | +1,052+1.4% | Added |
| Janus Henderson Group PLC | 78,033 | $8.97M | 0.00% | −10,450−11.8% | Reduced |
| Brinker Capital Investments, LLC | 75,846 | $8.77M | 0.09% | +14,373+23.4% | Added |
| Orion Portfolio Solutions, LLC | 75,846 | $8.77M | 0.09% | +14,373+23.4% | Added |
| HB Wealth Management, LLC | 75,807 | $8.76M | 0.07% | +64,169+551.4% | Added |
| Allen Investment Management LLC | 74,560 | $8.62M | 0.10% | −116,364−60.9% | Reduced |
| Kestra Advisory Services, LLC | 73,561 | $8.50M | 0.04% | +5,370+7.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 73,367 | $8.48M | 0.09% | +1,348+1.9% | Added |
| Lighthouse Investment Partners, LLC | 72,387 | $8.37M | 0.38% | +72,387 | New |
| B & T Capital Management DBA Alpha Capital Management | 71,882 | $8.31M | 1.58% | −2,862−3.8% | Reduced |
| Chicago Partners Investment Group LLC | 71,290 | $8.28M | 0.28% | +7,750+12.2% | Added |
| Nisa Investment Advisors, LLC | 70,411 | $8.14M | 0.04% | +1,257+1.8% | Added |
| Covey Capital Advisors, LLC | 69,634 | $8.05M | 9.27% | −5,646−7.5% | Reduced |
| Quantinno Capital Management LP | 68,295 | $7.90M | 0.05% | +31,204+84.1% | Added |
| Yousif Capital Management, LLC | 68,022 | $7.86M | 0.09% | +2,358+3.6% | Added |
| Pathstone Holdings, LLC | 67,363 | $7.79M | 0.03% | −1,051−1.5% | Reduced |
| AE Wealth Management LLC | 65,543 | $7.58M | 0.06% | +8,458+14.8% | Added |
| OP Asset Management Ltd | 64,830 | $7.49M | 0.13% | +64,830 | New |
| Triangle Securities Wealth Management | 64,333 | $7.44M | 1.91% | +3,491+5.7% | Added |
| Mackenzie Financial Corp | 64,300 | $7.43M | 0.01% | +7,702+13.6% | Added |
| Edgestream Partners, L.P. | 62,716 | $7.25M | 0.25% | +35,417+129.7% | Added |
| Marshall Wace, LLP | 61,723 | $7.14M | 0.01% | +61,723 | New |
| Ieq Capital, LLC | 61,634 | $7.13M | 0.06% | +56,765+1,165.8% | Added |
| Dilation Capital Management LP | 60,873 | $7.04M | 8.55% | +18,869+44.9% | Added |
| Beck Mack & Oliver LLC | 60,766 | $7.03M | 0.14% | −100−0.2% | Reduced |
| Rakuten Investment Management, Inc. | 60,230 | $6.92M | 0.03% | +60,230 | New |
| Heron Bay Capital Management | 59,201 | $6.84M | 1.44% | +12,081+25.6% | Added |
| Oregon Public Employees Retirement Fund | 58,010 | $6.71M | 0.13% | +130+0.2% | Added |
| Atria Wealth Solutions, Inc. | 57,881 | $6.69M | 0.08% | −1,745−2.9% | Reduced |
| Woodline Partners LP | 57,032 | $6.59M | 0.04% | +16,492+40.7% | Added |
| Logan Capital Management Inc | 56,648 | $6.55M | 0.30% | +8,014+16.5% | Added |
| Menlo Advisors LLC | 55,775 | $6.45M | 3.07% | −2,545−4.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 55,612 | $6.43M | 1.54% | −3,331−5.7% | Reduced |
| Pacer Advisors, Inc. | 54,874 | $6.34M | 0.02% | −11,703−17.6% | Reduced |
| Coastal Bridge Advisors, LLC | 54,690 | $6.32M | 0.90% | +4,495+9.0% | Added |
| Whittier Trust Co of Nevada Inc | 54,644 | $6.32M | 0.16% | +1,596+3.0% | Added |
| ArrowMark Colorado Holdings LLC | 54,400 | $6.29M | 0.10% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 54,051 | $6.25M | 0.13% | −9,929−15.5% | Reduced |
| Avanza Fonder AB | 51,665 | $6.25M | 0.20% | +2,061+4.2% | Added |
| Wealthfront Advisers LLC | 54,000 | $6.24M | 0.02% | +10,659+24.6% | Added |
| US Bancorp | 53,179 | $6.15M | 0.01% | −70.0% | Reduced |
| Atria Investments LLC | 52,310 | $6.05M | 0.08% | +1,857+3.7% | Added |
| Northwestern Mutual Wealth Management Co | 52,308 | $6.05M | 0.00% | +10,739+25.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 52,498 | $6.02M | 0.06% | +9,929+23.3% | Added |
| Staley Capital Advisers Inc | 52,100 | $6.02M | 0.27% | +7,100+15.8% | Added |
| Strategic Blueprint, LLC | 51,408 | $5.94M | 0.32% | +5,310+11.5% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 51,187 | $5.91M | 1.47% | +9,324+22.3% | Added |
| KBC Group NV | 50,933 | $5.89M | 0.02% | −70,922−58.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 50,765 | $5.87M | 0.06% | +6,316+14.2% | Added |
| Whitebox Advisors LLC | 50,000 | $5.78M | 0.19% | +50,000 | New |
| Tribune Investment Group LP | 50,000 | $5.78M | 3.31% | +50,000 | New |
| Elo Mutual Pension Insurance Co | 49,962 | $5.78M | 0.13% | −9,758−16.3% | Reduced |
| AQR Capital Management LLC | 50,734 | $5.73M | 0.01% | −701−1.4% | Reduced |
| Nordea Investment Management AB | 50,102 | $5.71M | 0.01% | +681+1.4% | Added |
| O'Shaughnessy Asset Management, LLC | 48,161 | $5.57M | 0.04% | +5,458+12.8% | Added |
| Boothbay Fund Management, LLC | 48,000 | $5.55M | 0.20% | −6,882−12.5% | Reduced |
| UniSuper Management Pty Ltd | 47,955 | $5.54M | 0.04% | −129,400−73.0% | Reduced |
| Jump Financial, LLC | 47,260 | $5.46M | 0.08% | +44,602+1,678.0% | Added |
| Kovitz Investment Group Partners, LLC | 47,023 | $5.44M | 0.03% | +1,092+2.4% | Added |
| QRG Capital Management, Inc. | 46,878 | $5.42M | 0.06% | +21,460+84.4% | Added |
| Kentucky Retirement Systems | 45,992 | $5.32M | 0.16% | −354−0.8% | Reduced |
| Beach Investment Counsel Inc | 45,600 | $5.27M | 0.78% | −1,500−3.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 45,497 | $5.26M | 0.05% | +6,955+18.0% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 45,449 | $5.25M | 0.28% | +45,449 | New |
| Waterfront Wealth Inc. | 44,885 | $5.19M | 1.27% | −710−1.6% | Reduced |
| Gotham Asset Management, LLC | 43,917 | $5.08M | 0.04% | −737−1.7% | Reduced |
| Gateway Investment Advisers LLC | 43,058 | $4.98M | 0.06% | −8,730−16.9% | Reduced |
| Meketa Investment Group Inc | 42,959 | $4.97M | 6.69% | +25,009+139.3% | Added |
| Pinnacle Financial Partners Inc | 42,431 | $4.93M | 0.10% | −495−1.2% | Reduced |
| Cinctive Capital Management LP | 41,885 | $4.84M | 0.39% | −37,734−47.4% | Reduced |
| TD Private Client Wealth LLC | 41,806 | $4.83M | 0.13% | +1,341+3.3% | Added |
| IFP Advisors, Inc | 41,301 | $4.77M | 0.15% | +1,227+3.1% | Added |
| Hartford Investment Management Co | 41,184 | $4.76M | 0.17% | −615−1.5% | Reduced |
| Samjo Management, LLC | 41,045 | $4.75M | 2.01% | −3,400−7.6% | Reduced |
| NEOS Investment Management LLC | 40,531 | $4.69M | 0.09% | +7,516+22.8% | Added |
| Monashee Investment Management LLC | 40,000 | $4.62M | 0.55% | +40,000 | New |
| O'Rourke & Company, Inc | 39,599 | $4.58M | 2.27% | −581−1.4% | Reduced |
| Cresset Asset Management, LLC | 39,005 | $4.51M | 0.02% | +3,284+9.2% | Added |
| Absolute Gestao de Investimentos Ltda. | 39,000 | $4.51M | 1.98% | +39,000 | New |
| Bain Capital Public Equity, LP | 38,535 | $4.46M | 4.90% | +9,230+31.5% | Added |
| Bleakley Financial Group, LLC | 37,990 | $4.39M | 0.14% | +340+0.9% | Added |
| TD Waterhouse Canada Inc. | 37,211 | $4.38M | 0.04% | +6,442+20.9% | Added |
| Close Asset Management Ltd | 36,615 | $4.23M | 0.12% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 36,477 | $4.22M | 0.15% | −11,764−24.4% | Reduced |
| Larson Financial Group LLC | 36,413 | $4.21M | 0.20% | +1,825+5.3% | Added |
| Cacti Asset Management LLC | 36,630 | $4.21M | 0.34% | −1,000−2.7% | Reduced |
| Louisiana State Employees Retirement System | 36,300 | $4.20M | 0.08% | 00.0% | Unchanged |
| Fifth Third Bancorp | 36,100 | $4.17M | 0.02% | −823−2.2% | Reduced |
| Rothschild Investment LLC | 36,077 | $4.17M | 0.28% | −792−2.1% | Reduced |
| Securian Asset Management, Inc | 35,675 | $4.12M | 0.13% | −605−1.7% | Reduced |
| Jamison Private Wealth Management, Inc. | 34,844 | $4.03M | 0.61% | +328+1.0% | Added |
| Alps Advisors Inc | 34,740 | $4.02M | 0.02% | −885−2.5% | Reduced |
| Metis Global Partners, LLC | 34,531 | $3.99M | 0.11% | +4,185+13.8% | Added |
| Toroso Investments, LLC | 33,615 | $3.89M | 0.03% | −19,069−36.2% | Reduced |