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 |
|---|---|---|---|---|---|
| Coastline Trust Co | 33,543 | $3.88M | 0.48% | +150+0.4% | Added |
| Bearing Point Capital, LLC | 33,476 | $3.87M | 0.82% | +4,118+14.0% | Added |
| Principal Securities, Inc. | 25,957 | $3.84M | 0.09% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 32,337 | $3.79M | 0.29% | +1,067+3.4% | Added |
| Sabal Trust CO | 32,496 | $3.76M | 0.21% | −2,224−6.4% | Reduced |
| Patton Fund Management, Inc. | 32,444 | $3.75M | 0.91% | −9,632−22.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 32,046 | $3.70M | 0.11% | −34,979−52.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 31,891 | $3.69M | 0.11% | +291+0.9% | Added |
| Covenant Asset Management, LLC | 31,779 | $3.67M | 0.92% | +31,779 | New |
| Mesirow Financial Investment Management, Inc. | 31,614 | $3.65M | 0.07% | −1,369−4.2% | Reduced |
| New Mexico Educational Retirement Board | 31,500 | $3.64M | 0.13% | −700−2.2% | Reduced |
| Guardian Wealth Management, Inc. | 31,498 | $3.64M | 2.43% | −384−1.2% | Reduced |
| Maryland State Retirement & Pension System | 31,490 | $3.64M | 0.09% | −4,737−13.1% | Reduced |
| Curbstone Financial Management Corp | 31,308 | $3.62M | 0.76% | −2,680−7.9% | Reduced |
| Blair William & Co | 31,085 | $3.59M | 0.01% | +2,953+10.5% | Added |
| Jackson Square Partners, LLC | 30,756 | $3.56M | 0.48% | −1,164−3.6% | Reduced |
| Richard Bernstein Advisors LLC | 30,543 | $3.53M | 0.09% | −1,083−3.4% | Reduced |
| Ingalls & Snyder LLC | 30,524 | $3.53M | 0.12% | −160−0.5% | Reduced |
| Nomura Holdings Inc | 30,367 | $3.51M | 0.02% | −47,691−61.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 30,090 | $3.48M | 0.04% | +25,480+552.7% | Added |
| Parkwood LLC | 29,820 | $3.45M | 0.34% | +29,820 | New |
| Thrivent Financial for Lutherans | 29,609 | $3.42M | 0.01% | +3,144+11.9% | Added |
| Two Sigma Investments, LP | 29,279 | $3.38M | 0.01% | −279−0.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 29,134 | $3.37M | 0.01% | +29,134 | New |
| Basswood Capital Management, L.L.C. | 28,973 | $3.35M | 0.19% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 28,852 | $3.34M | 0.06% | +4,821+20.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 28,737 | $3.32M | 0.04% | −23,258−44.7% | Reduced |
| Privium Fund Management (UK) Ltd | 27,000 | $3.26M | 2.52% | +27,000 | New |
| CFM Wealth Partners LLC | 28,215 | $3.26M | 0.58% | +1,886+7.2% | Added |
| SG Americas Securities, LLC | 28,117 | $3.25M | 0.01% | +21,395+318.3% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 27,264 | $3.15M | 0.09% | −19,320−41.5% | Reduced |
| Baird Financial Group, Inc. | 27,217 | $3.15M | 0.01% | +201+0.7% | Added |
| Investment Management Corp of Ontario | 27,043 | $3.13M | 0.06% | +300+1.1% | Added |
| M&T Bank Corp | 26,509 | $3.06M | 0.01% | −614−2.3% | Reduced |
| Barr E S & Co | 26,375 | $3.05M | 0.19% | 00.0% | Unchanged |
| Black Swift Group, LLC | 26,350 | $3.05M | 0.69% | +26,350 | New |
| Dorsey Wright & Associates | 26,232 | $3.03M | 0.77% | −10,479−28.5% | Reduced |
| Equitable Trust Co | 26,166 | $3.03M | 0.17% | −2,668−9.3% | Reduced |
| Norinchukin Bank, The | 25,929 | $3.00M | 0.06% | +2,341+9.9% | Added |
| Crossmark Global Holdings, Inc. | 25,905 | $2.99M | 0.05% | −347−1.3% | Reduced |
| Pinnacle Associates Ltd | 25,747 | $2.98M | 0.04% | +6,602+34.5% | Added |
| Citizens Financial Group Inc | 25,647 | $2.97M | 0.06% | +519+2.1% | Added |
| Synovus Financial Corp | 25,645 | $2.96M | 0.04% | +17,336+208.6% | Added |
| Jones Financial Companies LLLP | 25,795 | $2.96M | 0.00% | +7,419+40.4% | Added |
| Fortitude Family Office, LLC | 25,616 | $2.96M | 1.06% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 25,545 | $2.95M | 0.77% | +25,545 | New |
| Siemens Fonds Invest GmbH | 25,433 | $2.94M | 0.20% | +275+1.1% | Added |
| MONECO Advisors, LLC | 25,244 | $2.92M | 0.30% | +18+0.1% | Added |
| Wesbanco Bank Inc | 25,130 | $2.91M | 0.10% | +518+2.1% | Added |
| Avantax Advisory Services, Inc. | 24,779 | $2.86M | 0.02% | +1,153+4.9% | Added |
| Warren Averett Asset Management, LLC | 24,694 | $2.85M | 0.03% | −1,251−4.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 24,651 | $2.85M | 0.17% | −226−0.9% | Reduced |
| Tower Research Capital LLC (TRC) | 24,868 | $2.85M | 0.08% | −21,765−46.7% | Reduced |
| Verition Fund Management LLC | 24,626 | $2.85M | 0.02% | +17,416+241.6% | Added |
| Sit Investment Associates Inc | 24,550 | $2.84M | 0.07% | −5,465−18.2% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 23,318 | $2.83M | 0.15% | +23,318 | New |
| Omers Administration Corp | 24,393 | $2.82M | 0.02% | −9,400−27.8% | Reduced |
| Group One Trading, L.P. | 24,302 | $2.81M | 0.12% | +24,302 | New |
| J.W. Cole Advisors, Inc. | 24,167 | $2.79M | 0.09% | +6,760+38.8% | Added |
| TownSquare Capital, LLC | 23,978 | $2.77M | 0.03% | +3,448+16.8% | Added |
| Advisors Asset Management, Inc. | 23,933 | $2.77M | 0.05% | −12,341−34.0% | Reduced |
| Lazard Asset Management LLC | 23,743 | $2.74M | 0.00% | −1,867−7.3% | Reduced |
| Van Eck Associates Corp | 23,551 | $2.72M | 0.00% | +1,094+4.9% | Added |
| Bryn Mawr Trust Co | 22,997 | $2.66M | 0.05% | −4,705−17.0% | Reduced |
| Accuvest Global Advisors | 22,898 | $2.65M | 2.25% | −2,581−10.1% | Reduced |
| NewEdge Wealth, LLC | 22,837 | $2.64M | 0.05% | +7,127+45.4% | Added |
| Sequoia Financial Advisors, LLC | 22,827 | $2.64M | 0.02% | +7,481+48.7% | Added |
| DRW Securities, LLC | 22,625 | $2.62M | 0.22% | +5,878+35.1% | Added |
| Sierra Capital LLC | 22,490 | $2.60M | 0.31% | −2,009−8.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 22,447 | $2.60M | 0.09% | +3,263+17.0% | Added |
| SummitTX Capital, L.P. | 22,387 | $2.59M | 0.11% | +22,387 | New |
| Southeast Asset Advisors Inc. | 22,357 | $2.58M | 0.32% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 22,226 | $2.57M | 0.04% | −4,487−16.8% | Reduced |
| Union Bancaire Privee, UBP SA | 23,084 | $2.56M | 0.05% | +23,084 | New |
| Rational Advisors LLC | 22,150 | $2.56M | 0.26% | −2,900−11.6% | Reduced |
| Capital Analysts, LLC | 21,946 | $2.54M | 0.09% | −8,581−28.1% | Reduced |
| D. E. Shaw & Co., Inc. | 21,900 | $2.53M | 0.00% | +21,900 | New |
| Pensionmark Financial Group, LLC | 21,652 | $2.50M | 0.07% | −756−3.4% | Reduced |
| Davidson Kahn Capital Management, LLC | 21,631 | $2.50M | 1.93% | +6,935+47.2% | Added |
| Park Avenue Securities LLC | 21,565 | $2.49M | 0.03% | −1,303−5.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 21,485 | $2.48M | 0.19% | +21,485 | New |
| Northwestern Mutual Investment Management Company, LLC | 21,470 | $2.48M | 0.04% | +36+0.2% | Added |
| Capital International Sarl | 21,214 | $2.45M | 0.06% | −2,567−10.8% | Reduced |
| Regions Financial Corp | 21,126 | $2.44M | 0.02% | −1,730−7.6% | Reduced |
| Empowered Funds, LLC | 21,120 | $2.44M | 0.03% | −43,951−67.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 20,840 | $2.41M | 0.01% | −15,106−42.0% | Reduced |
| Bokf, NA | 20,836 | $2.41M | 0.04% | +11,899+133.1% | Added |
| Mission Wealth Management, LP | 20,524 | $2.37M | 0.06% | +17+0.1% | Added |
| Leonteq Securities AG | 20,505 | $2.37M | 0.18% | +12,022+141.7% | Added |
| ING Groep NV | 20,429 | $2.36M | 0.02% | +3,479+20.5% | Added |
| Karani Asset Management LLC | 20,376 | $2.36M | 2.49% | −12,450−37.9% | Reduced |
| Brevan Howard Capital Management LP | 20,273 | $2.34M | 0.07% | +20,273 | New |
| Advisory Services Network, LLC | 20,240 | $2.34M | 0.04% | +4,909+32.0% | Added |
| Asio Capital, LLC | 20,069 | $2.32M | 0.45% | +20,069 | New |
| Iridian Asset Management LLC | 20,015 | $2.31M | 0.73% | −810−3.9% | Reduced |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 20,000 | $2.31M | 0.13% | −3,500−14.9% | Reduced |
| Marex Group plc | 19,775 | $2.29M | 0.04% | +18,035+1,036.5% | Added |
| Wedbush Securities Inc | 19,623 | $2.27M | 0.08% | −208−1.0% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 19,589 | $2.26M | 0.16% | +19,589 | New |
| Mercer Global Advisors Inc | 19,495 | $2.25M | 0.01% | +5,724+41.6% | Added |