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 |
|---|---|---|---|---|---|
| MAI Capital Management | 19,438 | $2.25M | 0.02% | +6,529+50.6% | Added |
| Checchi Capital Advisers, LLC | 19,427 | $2.25M | 0.16% | +398+2.1% | Added |
| Lee Danner & Bass Inc | 19,271 | $2.23M | 0.18% | −175−0.9% | Reduced |
| Itau Unibanco Holding S.A. | 18,914 | $2.19M | 0.08% | +18,914 | New |
| Generali Asset Management SPA SGR | 18,864 | $2.18M | 0.05% | +18,864 | New |
| Connable Office Inc | 18,680 | $2.16M | 0.23% | −259−1.4% | Reduced |
| Alerus Financial NA | 18,108 | $2.09M | 0.17% | +18,108 | New |
| Caisse des Depots Et Consignations | 18,071 | $2.09M | 0.10% | −4,028−18.2% | Reduced |
| Ar Asset Management Inc | 18,000 | $2.08M | 0.47% | 00.0% | Unchanged |
| Teton Advisors, Inc. | 18,000 | $2.08M | 1.30% | −2,800−13.5% | Reduced |
| Arkadios Wealth Advisors | 17,789 | $2.06M | 0.08% | +678+4.0% | Added |
| Franklin Street Advisors Inc | 17,547 | $2.03M | 0.14% | 00.0% | Unchanged |
| Denali Advisors LLC | 17,540 | $2.03M | 0.23% | −38,141−68.5% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 17,532 | $2.03M | 0.07% | −1,182−6.3% | Reduced |
| Banco BTG Pactual S.A. | 17,500 | $2.02M | 0.50% | +13,837+377.8% | Added |
| Next Capital Management LLC | 17,387 | $2.01M | 0.96% | 00.0% | Unchanged |
| LB Partners LLC | 17,100 | $2.00M | 1.44% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 17,207 | $1.99M | 1.50% | −44−0.3% | Reduced |
| Clearstead Advisors, LLC | 17,203 | $1.99M | 0.03% | +2,468+16.7% | Added |
| Apollon Wealth Management, LLC | 17,079 | $1.97M | 0.04% | +3,736+28.0% | Added |
| HRT Financial LP | 17,046 | $1.97M | 0.01% | −675−3.8% | Reduced |
| RiverPark Advisors, LLC | 17,022 | $1.97M | 1.53% | +2,754+19.3% | Added |
| Banque Transatlantique SA | 17,000 | $1.97M | 0.06% | −67,884−80.0% | Reduced |
| Clark Capital Management Group, Inc. | 16,944 | $1.96M | 0.01% | +15,380+983.4% | Added |
| Equitable Holdings, Inc. | 16,907 | $1.95M | 0.02% | +957+6.0% | Added |
| Guggenheim Capital LLC | 16,775 | $1.94M | 0.02% | −1,129−6.3% | Reduced |
| Private Advisor Group, LLC | 16,687 | $1.93M | 0.01% | −1,355−7.5% | Reduced |
| Vontobel Holding Ltd. | 16,625 | $1.92M | 0.01% | −1,127−6.3% | Reduced |
| Harbor Capital Advisors, Inc. | 16,517 | $1.91M | 0.09% | +4,333+35.6% | Added |
| Independent Advisor Alliance | 16,501 | $1.91M | 0.06% | +568+3.6% | Added |
| Integrated Advisors Network LLC | 16,484 | $1.91M | 0.10% | −1,531−8.5% | Reduced |
| National Asset Management, Inc. | 16,416 | $1.90M | 0.06% | −191−1.2% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 16,400 | $1.90M | 0.29% | −17,600−51.8% | Reduced |
| Venture Visionary Partners LLC | 16,368 | $1.89M | 0.08% | +12,423+314.9% | Added |
| Louisbourg Investments Inc. | 21,352 | $1.88M | 0.51% | +10,910+104.5% | Added |
| Bradley Foster & Sargent Inc | 16,219 | $1.88M | 0.03% | −573−3.4% | Reduced |
| Fulton Bank, N.A. | 15,875 | $1.84M | 0.07% | −1,307−7.6% | Reduced |
| Lansing Street Advisors | 15,778 | $1.82M | 0.61% | +29+0.2% | Added |
| CIBC Private Wealth Group, LLC | 19,157 | $1.81M | 0.00% | −3,174−14.2% | Reduced |
| Sava Infond d.o.o. | 15,545 | $1.80M | 0.34% | −370−2.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 15,518 | $1.79M | 0.10% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 15,443 | $1.79M | 0.03% | −1,446−8.6% | Reduced |
| United Services Automobile Association | 15,494 | $1.78M | 0.05% | 00.0% | Unchanged |
| Zhang Financial LLC | 15,332 | $1.77M | 0.09% | +2,779+22.1% | Added |
| Everence Capital Management Inc | 15,220 | $1.76M | 0.12% | −1,570−9.4% | Reduced |
| Summit Financial, LLC | 15,101 | $1.75M | 0.05% | +5,451+56.5% | Added |
| CWA Asset Management Group, LLC | 15,068 | $1.74M | 0.08% | −54−0.4% | Reduced |
| Cushing Capital Partners, LLC | 15,038 | $1.74M | 1.56% | −2,446−14.0% | Reduced |
| Essex Financial Services, Inc. | 15,020 | $1.74M | 0.13% | −992−6.2% | Reduced |
| Farther Finance Advisors, LLC | 14,721 | $1.73M | 0.04% | −511−3.4% | Reduced |
| Pacific Capital Partners Ltd | 15,000 | $1.73M | 1.10% | +15,000 | New |
| IFC Advisors LLC | 14,880 | $1.72M | 0.36% | +4,567+44.3% | Added |
| Yelin Lapidot Holdings Management Ltd. | 14,827 | $1.71M | 0.33% | 00.0% | Unchanged |
| Intech Investment Management LLC | 14,809 | $1.71M | 0.02% | −189−1.3% | Reduced |
| Aigen Investment Management, LP | 14,716 | $1.70M | 0.27% | +14,716 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 14,641 | $1.69M | 0.02% | +496+3.5% | Added |
| Daymark Wealth Partners, LLC | 14,585 | $1.69M | 0.07% | +2,361+19.3% | Added |
| Level Four Advisory Services, LLC | 14,335 | $1.66M | 0.07% | −223−1.5% | Reduced |
| XTX Topco Ltd | 14,267 | $1.65M | 0.08% | +11,863+493.5% | Added |
| Walleye Trading LLC | 14,203 | $1.64M | 0.05% | +14,203 | New |
| Financial Management Network Inc | 16,822 | $1.64M | 0.37% | +2,895+20.8% | Added |
| Choate Investment Advisors | 13,956 | $1.61M | 0.04% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 13,914 | $1.61M | 0.05% | −2,383−14.6% | Reduced |
| First National Bank Sioux Falls | 13,888 | $1.61M | 0.65% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,000 | $1.60M | 0.02% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 13,796 | $1.59M | 0.02% | +1,311+10.5% | Added |
| Parallax Volatility Advisers, L.P. | 13,789 | $1.59M | 0.05% | +13,789 | New |
| Commerce Bank | 13,662 | $1.58M | 0.01% | +470+3.6% | Added |
| Moody National Bank Trust Division | 13,440 | $1.55M | 0.16% | −221−1.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 13,309 | $1.54M | 0.46% | +60.0% | Added |
| Dakota Wealth Management | 13,278 | $1.54M | 0.04% | −304−2.2% | Reduced |
| TFR Capital, LLC. | 13,221 | $1.53M | 0.64% | +13,221 | New |
| Caxton Associates LLP | 12,917 | $1.49M | 0.05% | +12,917 | New |
| Vestmark Advisory Solutions, Inc. | 12,905 | $1.49M | 0.04% | +4,936+61.9% | Added |
| Avalon Trust Co | 12,810 | $1.48M | 0.12% | −1,500−10.5% | Reduced |
| Wernau Asset Management Inc. | 12,674 | $1.47M | 1.52% | −10.0% | Reduced |
| Runnymede Capital Advisors, Inc. | 12,617 | $1.46M | 1.40% | +410+3.4% | Added |
| IHT Wealth Management, LLC | 12,611 | $1.46M | 0.05% | −1,119−8.2% | Reduced |
| Umb Bank N A | 12,405 | $1.43M | 0.02% | −42,494−77.4% | Reduced |
| Andra AP-fonden | 12,400 | $1.43M | 0.02% | +12,400 | New |
| JustInvest LLC | 12,390 | $1.43M | 0.02% | +1,271+11.4% | Added |
| BTG Pactual Asset Management US LLC | 12,366 | $1.43M | 0.19% | +12,366 | New |
| Riverpark Capital Management LLC | 12,284 | $1.42M | 2.61% | +2,339+23.5% | Added |
| ASR Vermogensbeheer N.V. | 12,250 | $1.42M | 0.02% | +12,250 | New |
| Vestcor Inc | 12,222 | $1.41M | 0.05% | +924+8.2% | Added |
| Chemistry Wealth Management LLC | 12,149 | $1.40M | 0.33% | +30.0% | Added |
| Allianz SE | 12,015 | $1.39M | 0.04% | +4,015+50.2% | Added |
| Institute for Wealth Management, LLC. | 11,980 | $1.39M | 0.18% | +4,416+58.4% | Added |
| MUFG Securities Americas Inc. | 11,949 | $1.38M | 0.16% | +1,984+19.9% | Added |
| Professional Financial Advisors, LLC | 11,812 | $1.37M | 0.35% | −210−1.7% | Reduced |
| Buckingham Strategic Partners | 11,741 | $1.36M | 0.02% | +2,394+25.6% | Added |
| Guardian Investment Management | 12,375 | $1.36M | 1.16% | −50−0.4% | Reduced |
| Spire Wealth Management | 11,701 | $1.35M | 0.04% | +443+3.9% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 11,567 | $1.34M | 0.05% | −465−3.9% | Reduced |
| United Asset Strategies, Inc. | 11,518 | $1.33M | 0.12% | −4,849−29.6% | Reduced |
| Highland Capital Management, LLC | 11,517 | $1.33M | 0.08% | +264+2.3% | Added |
| Boston Private Wealth LLC | 11,499 | $1.33M | 0.05% | +137+1.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,415 | $1.32M | 0.09% | +11,415 | New |
| Advisor OS, LLC | 11,409 | $1.32M | 0.15% | −606−5.0% | Reduced |
| Keybank National Association | 11,387 | $1.32M | 0.01% | +325+2.9% | Added |