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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.

Other share classesKKRSKKRTKKR.PD

13F holders, Q2 2025

Institutional positions in KKR & Co. Inc. as of Jun 30, 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
1,331
+55 vs. Q1 2025
Shares held
536.8M
+2.88M (+0.5%) vs. Q1 2025
Total value
$71.4B
+$9.76B (+15.8%) vs. Q1 2025
New holders
167
531 more added
Sold out
112
448 more reduced

14 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 1,331 institutions
Q1 2021: 651 institutionsQ2 2021: 704 institutionsQ3 2021: 745 institutionsQ4 2021: 833 institutionsQ1 2022: 786 institutionsQ2 2022: 732 institutionsQ3 2022: 709 institutionsQ4 2022: 730 institutionsQ1 2023: 742 institutionsQ2 2023: 758 institutionsQ3 2023: 792 institutionsQ4 2023: 918 institutionsQ1 2024: 1,033 institutionsQ2 2024: 1,068 institutionsQ3 2024: 1,172 institutionsQ4 2024: 1,324 institutionsQ1 2025: 1,290 institutionsQ2 2025: 1,331 institutionsQ3 2025: 1,377 institutionsQ4 2025: 1,403 institutionsQ1 2026: 1,285 institutionsQ2 2026: 1,284 institutions
Value heldQ2 2025: $71.4B
Q1 2021: $22.1BQ2 2021: $26.5BQ3 2021: $27.1BQ4 2021: $33.1BQ1 2022: $26.0BQ2 2022: $21.1BQ3 2022: $20.2BQ4 2022: $22.1BQ1 2023: $25.2BQ2 2023: $26.8BQ3 2023: $31.1BQ4 2023: $41.8BQ1 2024: $50.8BQ2 2024: $56.4BQ3 2024: $69.3BQ4 2024: $78.9BQ1 2025: $61.8BQ2 2025: $71.4BQ3 2025: $68.9BQ4 2025: $69.3BQ1 2026: $49.0BQ2 2026: $50.2B
Institutions holding KKR and their total value by quarter
QuarterHoldersValue
Q2 20261,284$50.2B
Q1 20261,285$49.0B
Q4 20251,403$69.3B
Q3 20251,377$68.9B
Q2 20251,331$71.4B
Q1 20251,290$61.8B
Q4 20241,324$78.9B
Q3 20241,172$69.3B
Q2 20241,068$56.4B
Q1 20241,033$50.8B
Q4 2023918$41.8B
Q3 2023792$31.1B
Q2 2023758$26.8B
Q1 2023742$25.2B
Q4 2022730$22.1B
Q3 2022709$20.2B
Q2 2022732$21.1B
Q1 2022786$26.0B
Q4 2021833$33.1B
Q3 2021745$27.1B
Q2 2021704$26.5B
Q1 2021651$22.1B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q1 2025.

Institutions holding KKR in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Dunhill Financial, LLC1$1410.00%00.0%Unchanged
Y.D. More Investments Ltd625$2490.00%−337−35.0%Reduced
Scarborough Advisors, LLC3$3990.00%+3New
West Branch Capital LLC3$4000.00%00.0%Unchanged
Kestra Investment Management, LLC4$4630.00%00.0%Unchanged
HFM Investment Advisors, LLC5$6650.00%+2+66.7%Added
Prestige Wealth Management Group LLC6$7990.00%+6New
Transce3nd, LLC7$8910.00%00.0%Unchanged
Binnacle Investments Inc7$9310.00%00.0%Unchanged
Avion Wealth14$1.00K0.00%00.0%Unchanged
DecisionPoint Financial, LLC8$1.06K0.00%+8New
Tidemark, LLC8$1.06K0.00%+8New
Quest 10 Wealth Builders, Inc.9$1.16K0.00%00.0%Unchanged
Aspect Partners, LLC9$1.20K0.00%00.0%Unchanged
UMA Financial Services, Inc.9$1.20K0.00%+3+50.0%Added
Richardson Financial Services Inc.10$1.33K0.00%+10New
DHJJ Financial Advisors, Ltd.10$1.33K0.00%00.0%Unchanged
First Command Advisory Services, Inc.11$1.46K0.00%00.0%Unchanged
Trifecta Capital Advisors, LLC11$1.46K0.00%+11New
Core Alternative Capital12$1.60K0.00%00.0%Unchanged
QVR LLC13$1.73K0.00%+13New
Bay Harbor Wealth Management, LLC14$1.86K0.00%+4+40.0%Added
WestEnd Advisors, LLC15$2.00K0.00%−4−21.1%Reduced
Garde Capital, Inc.15$2.00K0.00%00.0%Unchanged
Quaker Wealth Management, LLC15$2.00K0.00%+15New
Wood Tarver Financial Group, LLC16$2.00K0.00%00.0%Unchanged
Cape Investment Advisory, Inc.16$2.13K0.00%+7+77.8%Added
Aventura Private Wealth, LLC17$2.26K0.00%−483−96.6%Reduced
Raffa Wealth Management, LLC17$2.26K0.00%00.0%Unchanged
TD Capital Management LLC17$2.27K0.00%00.0%Unchanged
Valued Wealth Advisors LLC19$2.54K0.00%−55−74.3%Reduced
MPWM Advisory Solutions, LLC20$2.66K0.00%−9−31.0%Reduced
Brown, Lisle/Cummings, Inc.21$2.79K0.00%00.0%Unchanged
Stephens Consulting, LLC21$2.79K0.00%+21New
Principia Wealth Advisory, LLC23$3.06K0.00%00.0%Unchanged
Kilter Group LLC23$3.06K0.00%+23New
Caitong International Asset Management Co., Ltd24$3.19K0.00%+9+60.0%Added
Tompkins Financial Corp25$3.33K0.00%00.0%Unchanged
Global Wealth Strategies & Associates25$3.33K0.00%00.0%Unchanged
Tortoise Investment Management, LLC25$3.33K0.00%+25New
Briaud Financial Planning, Inc35$4.00K0.00%00.0%Unchanged
FSA Wealth Management LLC34$4.52K0.00%00.0%Unchanged
NVWM, LLC35$4.66K0.00%−9,459−99.6%Reduced
PFS Partners, LLC35$4.66K0.00%00.0%Unchanged
Key Financial Inc36$4.79K0.00%+36New
HighMark Wealth Management LLC38$5.06K0.00%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.43$5.72K0.00%00.0%Unchanged
Redmont Wealth Advisors LLC44$5.85K0.01%+44New
Bell Investment Advisors, Inc46$6.12K0.00%00.0%Unchanged
Plato Investment Management Ltd47$6.23K0.00%+4+9.3%Added
Pacific Center for Financial Services47$6.25K0.00%00.0%Unchanged
Park Place Capital Corp48$6.36K0.00%−15−23.8%Reduced
Bellevue Asset Management, LLC48$6.38K0.00%+3+6.7%Added
Bare Financial Services, Inc48$6.38K0.00%+38+380.0%Added
Private Wealth Management Group, LLC48$6.39K0.00%00.0%Unchanged
Bernard Wealth Management Corp.50$6.66K0.00%+25+100.0%Added
Salem Investment Counselors Inc51$6.79K0.00%00.0%Unchanged
Ogorek Anthony Joseph53$7.00K0.00%+44+488.9%Added
Clark Wealth Partners55$7.32K0.00%+55New
Sittner & Nelson, LLC57$7.59K0.00%00.0%Unchanged
Bank of Jackson Hole Trust58$7.72K0.00%−122−67.8%Reduced
Beaird Harris Wealth Management, LLC58$7.72K0.00%+49+544.4%Added
Wolff Wiese Magana LLC62$8.25K0.01%−15−19.5%Reduced
Westside Investment Management, Inc.63$8.34K0.00%+45+250.0%Added
HM Payson & Co66$8.78K0.00%00.0%Unchanged
Penserra Capital Management LLC75$9.00K0.00%00.0%Unchanged
WealthTrak Capital Management LLC70$9.31K0.01%+23+48.9%Added
High Note Wealth, LLC73$9.71K0.00%00.0%Unchanged
True Wealth Design, LLC81$10.8K0.00%+74+1,057.1%Added
Sierra Ocean, LLC82$10.9K0.01%+47+134.3%Added
Colonial Trust Co83$11.1K0.00%+1+1.2%Added
Princeton Global Asset Management LLC85$11.3K0.00%−81−48.8%Reduced
Murphy & Mullick Capital Management Corp89$11.8K0.01%00.0%Unchanged
Capital Advisors, Ltd. LLC91$12.0K0.00%−41−31.1%Reduced
Whipplewood Advisors, LLC92$12.2K0.01%+66+253.8%Added
Christopher J. Hasenberg, Inc93$12.4K0.00%00.0%Unchanged
ORG Partners LLC99$13.1K0.00%−947−90.5%Reduced
Innovative Advisory Group, LLC100$13.3K0.01%00.0%Unchanged
Stephenson National Bank & Trust100$13.3K0.00%+100New
JFS Wealth Advisors, LLC103$13.7K0.00%−13−11.2%Reduced
Creative Financial Designs Inc109$14.5K0.00%−7−6.0%Reduced
Activest Wealth Management112$14.9K0.00%+82+273.3%Added
MTM Investment Management, LLC113$15.0K0.01%+113New
Insight Financial Services119$15.8K0.01%00.0%Unchanged
Beutel, Goodman & Co Ltd.125$16.0K0.00%00.0%Unchanged
Highline Wealth Partners LLC129$17.2K0.01%+30+30.3%Added
Atlantic Edge Private Wealth Management, LLC130$17.3K0.00%00.0%Unchanged
Atticus Wealth Management, LLC133$17.7K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC134$17.8K0.01%00.0%Unchanged
Accredited Wealth Management, LLC140$18.6K0.02%00.0%Unchanged
Howard Hughes Medical Institute145$19.3K0.01%+145New
GFG Capital, LLC148$19.7K0.01%+148New
Hilltop National Bank154$20.5K0.01%+154New
Financial Management Professionals, Inc.163$21.7K0.00%+16+10.9%Added
Access Investment Management LLC166$22.1K0.01%+166New
Abound Wealth Management167$22.2K0.01%+24+16.8%Added
Hanson & Doremus Investment Management180$24.0K0.00%00.0%Unchanged
Morse Asset Management, Inc185$24.6K0.01%+185New
Hollencrest Capital Management190$25.3K0.00%−270−58.7%Reduced
Capula Management Ltd196$26.1K0.00%−700−78.1%Reduced