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, 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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Richard Bernstein Advisors LLC | 28,051 | $3.73M | 0.09% | −2,492−8.2% | Reduced |
| Atria Investments LLC | 28,802 | $3.83M | 0.05% | −23,508−44.9% | Reduced |
| Mercer Global Advisors Inc | 28,944 | $3.85M | 0.01% | +9,449+48.5% | Added |
| Basswood Capital Management, L.L.C. | 28,973 | $3.85M | 0.19% | 00.0% | Unchanged |
| Curbstone Financial Management Corp | 29,718 | $3.95M | 0.81% | −1,590−5.1% | Reduced |
| Bearing Point Capital, LLC | 30,036 | $4.00M | 0.74% | −3,440−10.3% | Reduced |
| Keybank National Association | 30,037 | $4.00M | 0.01% | +18,650+163.8% | Added |
| Blair William & Co | 30,286 | $4.03M | 0.01% | −799−2.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 31,027 | $4.13M | 0.08% | −587−1.9% | Reduced |
| CFM Wealth Partners LLC | 31,142 | $4.14M | 0.66% | +2,927+10.4% | Added |
| Alps Advisors Inc | 31,465 | $4.19M | 0.02% | −3,275−9.4% | Reduced |
| New Mexico Educational Retirement Board | 31,500 | $4.19M | 0.14% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 31,649 | $4.21M | 2.80% | +151+0.5% | Added |
| Baird Financial Group, Inc. | 31,916 | $4.25M | 0.01% | +4,699+17.3% | Added |
| Gulf International Bank (UK) Ltd | 31,938 | $4.25M | 0.15% | −4,539−12.4% | Reduced |
| Metis Global Partners, LLC | 32,013 | $4.26M | 0.11% | −2,518−7.3% | Reduced |
| Accuvest Global Advisors | 32,049 | $4.26M | 2.77% | +9,151+40.0% | Added |
| Jones Financial Companies LLLP | 31,881 | $4.28M | 0.00% | +6,086+23.6% | Added |
| Merit Financial Group, LLC | 32,222 | $4.29M | 0.05% | +9,996+45.0% | Added |
| Asio Capital, LLC | 32,943 | $4.38M | 0.73% | +12,874+64.1% | Added |
| ING Groep NV | 32,947 | $4.38M | 0.03% | +12,518+61.3% | Added |
| Maryland State Retirement & Pension System | 32,962 | $4.38M | 0.10% | +1,472+4.7% | Added |
| Proficio Capital Partners LLC | 33,181 | $4.41M | 0.27% | +844+2.6% | Added |
| Fifth Third Bancorp | 34,039 | $4.53M | 0.02% | −2,061−5.7% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 34,275 | $4.56M | 0.13% | +7,011+25.7% | Added |
| Thrivent Financial for Lutherans | 34,411 | $4.58M | 0.01% | +4,802+16.2% | Added |
| Clark Capital Management Group, Inc. | 34,507 | $4.59M | 0.03% | +17,563+103.7% | Added |
| Cresset Asset Management, LLC | 34,626 | $4.61M | 0.02% | −4,379−11.2% | Reduced |
| Jamison Private Wealth Management, Inc. | 34,731 | $4.62M | 0.66% | −113−0.3% | Reduced |
| Hancock Whitney Corp | 34,917 | $4.65M | 0.09% | +34,917 | New |
| Securian Asset Management, Inc | 35,335 | $4.70M | 0.13% | −340−1.0% | Reduced |
| Parkwood LLC | 35,540 | $4.73M | 0.43% | +5,720+19.2% | Added |
| Close Asset Management Ltd | 35,611 | $4.73M | 0.14% | −1,004−2.7% | Reduced |
| Louisiana State Employees Retirement System | 35,700 | $4.75M | 0.09% | −600−1.7% | Reduced |
| Rothschild Investment LLC | 36,197 | $4.82M | 0.30% | +120+0.3% | Added |
| Arrowstreet Capital, Limited Partnership | 36,274 | $4.83M | 0.00% | +36,274 | New |
| Toroso Investments, LLC | 36,653 | $4.88M | 0.03% | +3,038+9.0% | Added |
| Cacti Asset Management LLC | 36,630 | $4.92M | 0.36% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 37,214 | $4.95M | 0.01% | −73,447−66.4% | Reduced |
| Exor Capital LLP | 37,600 | $5.00M | 0.11% | +37,600 | New |
| ASR Vermogensbeheer N.V. | 37,675 | $5.01M | 0.07% | +25,425+207.6% | Added |
| Edmond de Rothschild Holding S.A. | 38,027 | $5.06M | 0.08% | +9,175+31.8% | Added |
| Larson Financial Group LLC | 38,206 | $5.08M | 0.20% | +1,793+4.9% | Added |
| Norinchukin Bank, The | 38,264 | $5.09M | 0.08% | +12,335+47.6% | Added |
| Lighthouse Investment Partners, LLC | 38,417 | $5.11M | 0.22% | −33,970−46.9% | Reduced |
| Jefferies Financial Group Inc. | 38,886 | $5.17M | 0.09% | +34,699+828.7% | Added |
| O'Rourke & Company, Inc | 39,359 | $5.24M | 2.44% | −240−0.6% | Reduced |
| Kovitz Investment Group Partners, LLC | 40,638 | $5.41M | 0.02% | −6,385−13.6% | Reduced |
| Hartford Investment Management Co | 40,839 | $5.43M | 0.17% | −345−0.8% | Reduced |
| Bleakley Financial Group, LLC | 40,918 | $5.44M | 0.14% | +2,928+7.7% | Added |
| Samjo Management, LLC | 41,045 | $5.46M | 2.30% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 41,412 | $5.51M | 0.25% | +24,928+151.2% | Added |
| IFP Advisors, Inc | 40,679 | $5.54M | 0.16% | −622−1.5% | Reduced |
| Pinnacle Financial Partners Inc | 41,657 | $5.54M | 0.12% | −774−1.8% | Reduced |
| Caisse des Depots Et Consignations | 42,262 | $5.62M | 0.24% | +24,191+133.9% | Added |
| Van Eck Associates Corp | 42,266 | $5.62M | 0.01% | +18,715+79.5% | Added |
| Karani Asset Management LLC | 42,277 | $5.62M | 5.45% | +21,901+107.5% | Added |
| Canal Capital Management, LLC | 42,385 | $5.64M | 0.89% | +42,385 | New |
| Kentucky Retirement Systems | 43,163 | $5.74M | 0.17% | −2,829−6.2% | Reduced |
| Cinctive Capital Management LP | 44,291 | $5.89M | 0.33% | +2,406+5.7% | Added |
| Avanza Fonder AB | 44,691 | $5.95M | 0.18% | −6,974−13.5% | Reduced |
| Staley Capital Advisers Inc | 45,000 | $5.99M | 0.25% | −7,100−13.6% | Reduced |
| Waterfront Wealth Inc. | 45,105 | $6.00M | 1.35% | +220+0.5% | Added |
| Steward Partners Investment Advisory, LLC | 45,915 | $6.11M | 0.05% | +418+0.9% | Added |
| TD Private Client Wealth LLC | 46,185 | $6.14M | 0.15% | +4,379+10.5% | Added |
| UniSuper Management Pty Ltd | 46,655 | $6.21M | 0.04% | −1,300−2.7% | Reduced |
| Mizuho Securities USA LLC | 46,787 | $6.22M | 0.13% | +46,787 | New |
| Northside Capital Management, LLC | 47,068 | $6.26M | 0.48% | +44,680+1,871.0% | Added |
| TD Waterhouse Canada Inc. | 49,141 | $6.39M | 0.05% | +11,930+32.1% | Added |
| Bouvel Investment Partners, LLC | 49,637 | $6.60M | 2.23% | +49,637 | New |
| Bowen Hanes & Co Inc | 49,690 | $6.61M | 0.17% | −35,240−41.5% | Reduced |
| Gateway Investment Advisers LLC | 49,696 | $6.61M | 0.07% | +6,638+15.4% | Added |
| KBC Group NV | 49,851 | $6.63M | 0.02% | −1,082−2.1% | Reduced |
| Gotham Asset Management, LLC | 50,139 | $6.67M | 0.04% | +6,222+14.2% | Added |
| Summit Financial, LLC | 50,324 | $6.69M | 0.15% | +35,223+233.2% | Added |
| Vontobel Holding Ltd. | 50,396 | $6.70M | 0.02% | +33,771+203.1% | Added |
| Candriam Luxembourg S.C.A. | 50,677 | $6.74M | 0.04% | −163,867−76.4% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 51,187 | $6.81M | 1.50% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 51,235 | $6.82M | 0.08% | +10,704+26.4% | Added |
| Logan Capital Management Inc | 51,634 | $6.87M | 0.32% | −5,014−8.9% | Reduced |
| QRG Capital Management, Inc. | 52,372 | $6.97M | 0.06% | +5,494+11.7% | Added |
| Strategic Blueprint, LLC | 52,582 | $6.99M | 0.34% | +1,174+2.3% | Added |
| Nordea Investment Management AB | 53,472 | $7.11M | 0.01% | +3,370+6.7% | Added |
| Wealthfront Advisers LLC | 54,081 | $7.19M | 0.02% | +81+0.2% | Added |
| Menlo Advisors LLC | 54,175 | $7.21M | 3.88% | −1,600−2.9% | Reduced |
| Coastal Bridge Advisors, LLC | 54,201 | $7.21M | 0.60% | −489−0.9% | Reduced |
| ArrowMark Colorado Holdings LLC | 54,400 | $7.24M | 0.13% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 54,972 | $7.31M | 0.00% | −23,061−29.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 56,237 | $7.48M | 0.17% | +1,593+2.9% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 56,720 | $7.55M | 0.35% | +11,271+24.8% | Added |
| Sumitomo Life Insurance Co | 56,800 | $7.56M | 0.51% | +56,800 | New |
| Hudson Bay Capital Management LP | 57,344 | $7.63M | 0.05% | +57,344 | New |
| Beck Mack & Oliver LLC | 57,466 | $7.64M | 0.15% | −3,300−5.4% | Reduced |
| Pinebridge Investments, L.P. | 57,491 | $7.65M | 0.06% | +57,491 | New |
| US Bancorp | 58,045 | $7.72M | 0.01% | +4,866+9.2% | Added |
| Sterling Investment Advisors, Ltd. | 58,083 | $7.73M | 1.69% | +2,471+4.4% | Added |
| Oregon Public Employees Retirement Fund | 58,410 | $7.77M | 0.14% | +400+0.7% | Added |
| Northwestern Mutual Wealth Management Co | 59,621 | $7.93M | 0.01% | +7,313+14.0% | Added |
| Trivest Advisors Ltd | 60,000 | $7.98M | 0.31% | +60,000 | New |
| Capital International Sarl | 60,553 | $8.06M | 0.15% | +39,339+185.4% | Added |