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 |
|---|---|---|---|---|---|
| B. Metzler seel. Sohn & Co. AG | 60,661 | $8.07M | 0.08% | +9,896+19.5% | Added |
| Interval Partners, LP | 60,972 | $8.11M | 0.19% | +55,279+971.0% | Added |
| Wiley Bros.-Aintree Capital, LLC | 61,877 | $8.20M | 0.06% | +9,379+17.9% | Added |
| Pathstone Holdings, LLC | 62,057 | $8.26M | 0.03% | −5,306−7.9% | Reduced |
| Triangle Securities Wealth Management | 62,556 | $8.32M | 2.05% | −1,777−2.8% | Reduced |
| IMC-Chicago, LLC | 64,635 | $8.60M | 0.22% | +64,635 | New |
| OP Asset Management Ltd | 65,807 | $8.75M | 0.13% | +977+1.5% | Added |
| Waratah Capital Advisors Ltd. | 67,179 | $8.94M | 0.61% | +67,179 | New |
| Yousif Capital Management, LLC | 67,308 | $8.95M | 0.10% | −714−1.0% | Reduced |
| Covey Capital Advisors, LLC | 67,964 | $9.04M | 9.73% | −1,670−2.4% | Reduced |
| Lido Advisors, LLC | 69,162 | $9.20M | 0.05% | −9,146−11.7% | Reduced |
| Brevan Howard Capital Management LP | 70,028 | $9.30M | 0.10% | +49,755+245.4% | Added |
| Boothbay Fund Management, LLC | 70,204 | $9.34M | 0.29% | +22,204+46.3% | Added |
| Bain Capital Public Equity, LP | 71,258 | $9.48M | 6.27% | +32,723+84.9% | Added |
| Schonfeld Strategic Advisors LLC | 72,002 | $9.58M | 0.07% | −166,552−69.8% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 72,090 | $9.59M | 1.65% | +208+0.3% | Added |
| Pacer Advisors, Inc. | 72,780 | $9.68M | 0.02% | +17,906+32.6% | Added |
| Artemis Investment Management LLP | 72,807 | $9.69M | 0.12% | −71,027−49.4% | Reduced |
| Spinecap SAS | 72,961 | $9.70M | 5.05% | +72,961 | New |
| M&G Plc | 73,200 | $9.74M | 0.05% | −10,800−12.9% | Reduced |
| Woodline Partners LP | 73,210 | $9.74M | 0.05% | +16,178+28.4% | Added |
| Mackenzie Financial Corp | 75,468 | $10.0M | 0.01% | +11,168+17.4% | Added |
| Chicago Partners Investment Group LLC | 68,124 | $10.1M | 0.29% | −3,166−4.4% | Reduced |
| Pinnacle Associates Ltd | 76,133 | $10.1M | 0.15% | +50,386+195.7% | Added |
| Bank of Nova Scotia | 76,137 | $10.1M | 0.02% | −51,414−40.3% | Reduced |
| State of Alaska, Department of Revenue | 76,225 | $10.1M | 0.11% | −2,880−3.6% | Reduced |
| Nisa Investment Advisors, LLC | 76,838 | $10.2M | 0.05% | +6,427+9.1% | Added |
| Nissay Asset Management Corp | 77,015 | $10.2M | 0.06% | −601−0.8% | Reduced |
| Mutual of America Capital Management LLC | 77,628 | $10.3M | 0.11% | −879−1.1% | Reduced |
| Jessup Wealth Management, Inc | 77,668 | $10.3M | 4.15% | −1,182−1.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 78,319 | $10.4M | 0.09% | +4,952+6.7% | Added |
| City of London Investment Management Co Ltd | 78,463 | $10.4M | 0.97% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 78,901 | $10.5M | 0.06% | −18,799−19.2% | Reduced |
| HB Wealth Management, LLC | 79,111 | $10.5M | 0.08% | +3,304+4.4% | Added |
| Elo Mutual Pension Insurance Co | 79,990 | $10.6M | 0.22% | +30,028+60.1% | Added |
| Group One Trading, L.P. | 81,100 | $10.8M | 0.35% | +56,798+233.7% | Added |
| Dilation Capital Management LP | 81,403 | $10.8M | 5.77% | +20,530+33.7% | Added |
| Brinker Capital Investments, LLC | 81,814 | $10.9M | 0.09% | +5,968+7.9% | Added |
| Kestra Advisory Services, LLC | 82,248 | $10.9M | 0.05% | +8,687+11.8% | Added |
| MML Investors Services, LLC | 82,546 | $11.0M | 0.03% | −3,918−4.5% | Reduced |
| Creative Planning | 82,878 | $11.0M | 0.01% | +3,410+4.3% | Added |
| CIBC World Markets Corp | 82,881 | $11.0M | 0.07% | +3,880+4.9% | Added |
| Public Employees Retirement Association of Colorado | 83,260 | $11.1M | 0.04% | −1,626−1.9% | Reduced |
| AXA S.A. | 85,088 | $11.3M | 0.03% | −1,490−1.7% | Reduced |
| Palisade Capital Management LLC | 85,193 | $11.3M | 0.32% | 00.0% | Unchanged |
| FIL Ltd | 85,868 | $11.4M | 0.01% | +81,384+1,815.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 86,990 | $11.6M | 0.04% | −3,466−3.8% | Reduced |
| Diamond Hill Capital Management Inc | 87,688 | $11.7M | 0.05% | 00.0% | Unchanged |
| AE Wealth Management LLC | 89,449 | $11.9M | 0.09% | +23,906+36.5% | Added |
| Global Frontier Investments LLC | 91,000 | $12.1M | 2.89% | +91,000 | New |
| Point72 (DIFC) Ltd | 92,119 | $12.3M | 0.98% | +89,629+3,599.6% | Added |
| Swedbank AB | 92,728 | $12.3M | 0.01% | +92,728 | New |
| PEAK6 LLC | 92,800 | $12.3M | 0.42% | +92,800 | New |
| Lavaca Capital LLC | 92,900 | $12.4M | 5.05% | +100+0.1% | Added |
| Allen Investment Management LLC | 93,366 | $12.4M | 0.14% | +18,806+25.2% | Added |
| Heron Bay Capital Management | 93,735 | $12.5M | 2.45% | +34,534+58.3% | Added |
| Scotia Capital Inc. | 94,655 | $12.6M | 0.06% | +88,632+1,471.6% | Added |
| Texas Yale Capital Corp. | 94,913 | $12.6M | 0.41% | +1,151+1.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 94,975 | $12.6M | 0.12% | +15,900+20.1% | Added |
| Campbell Capital Management Inc | 95,116 | $12.7M | 4.93% | −1,834−1.9% | Reduced |
| First Trust Advisors LP | 95,802 | $12.7M | 0.01% | −294,352−75.4% | Reduced |
| Robeco Institutional Asset Management B.V. | 96,081 | $12.8M | 0.02% | −12,119−11.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 97,315 | $12.9M | 0.09% | +49,154+102.1% | Added |
| Daiwa Securities Group Inc. | 97,353 | $13.0M | 0.05% | +5,098+5.5% | Added |
| British Columbia Investment Management Corp | 97,843 | $13.0M | 0.08% | −21,064−17.7% | Reduced |
| Trexquant Investment LP | 97,887 | $13.0M | 0.15% | +97,887 | New |
| Comerica Bank | 98,569 | $13.1M | 0.05% | −4,855−4.7% | Reduced |
| Brookstone Capital Management | 98,996 | $13.2M | 0.17% | +96,381+3,685.7% | Added |
| Assetmark, Inc | 99,271 | $13.2M | 0.03% | +16,019+19.2% | Added |
| CIBC Asset Management Inc | 99,981 | $13.3M | 0.04% | −8,334−7.7% | Reduced |
| Matthew 25 Management Corp | 100,000 | $13.3M | 4.28% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 100,080 | $13.3M | 2.16% | +2,157+2.2% | Added |
| Chickasaw Capital Management LLC | 100,301 | $13.3M | 0.53% | −905−0.9% | Reduced |
| EverSource Wealth Advisors, LLC | 100,391 | $13.4M | 0.60% | +2,827+2.9% | Added |
| Truist Financial Corp | 100,983 | $13.4M | 0.02% | +3,332+3.4% | Added |
| New York Life Investment Management LLC | 101,218 | $13.5M | 0.13% | +1,585+1.6% | Added |
| Police & Firemen's Retirement System of New Jersey | 102,801 | $13.7M | 0.13% | +4,605+4.7% | Added |
| Varma Mutual Pension Insurance Co | 103,127 | $13.7M | 0.10% | +2,100+2.1% | Added |
| EP Wealth Advisors, LLC | 103,973 | $13.8M | 0.09% | +97,580+1,526.4% | Added |
| TCW Group Inc | 104,531 | $13.9M | 0.11% | −239,925−69.7% | Reduced |
| Lountzis Asset Management, LLC | 105,861 | $14.1M | 4.96% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 106,498 | $14.2M | 0.04% | +6,692+6.7% | Added |
| Mediolanum International Funds Ltd | 105,662 | $14.2M | 0.17% | −159,885−60.2% | Reduced |
| GWM Advisors LLC | 106,872 | $14.2M | 0.07% | +24,254+29.4% | Added |
| Triavera Capital LLC | 107,334 | $14.3M | 7.52% | +14,396+15.5% | Added |
| Engle Capital Management, L.P. | 107,500 | $14.3M | 4.31% | +3,500+3.4% | Added |
| Advisor Group Holdings, Inc. | 108,511 | $14.3M | 0.03% | +12,815+13.4% | Added |
| Teacher Retirement System of Texas | 108,960 | $14.5M | 0.06% | −10,788−9.0% | Reduced |
| USS Investment Management Ltd | 110,308 | $14.7M | 0.09% | 00.0% | Unchanged |
| Utah Retirement Systems | 111,149 | $14.8M | 0.15% | −259−0.2% | Reduced |
| Perennial Advisors, LLC | 111,956 | $14.9M | 2.77% | −420−0.4% | Reduced |
| North Star Investment Management Corp. | 112,178 | $14.9M | 1.04% | +779+0.7% | Added |
| Xponance, Inc. | 113,079 | $15.0M | 0.13% | +1,612+1.4% | Added |
| IFM Investors Pty Ltd | 116,999 | $15.6M | 0.15% | +6,473+5.9% | Added |
| Private Wealth Partners, LLC | 120,545 | $16.0M | 1.25% | +5,390+4.7% | Added |
| GoodHaven Capital Management, LLC | 121,325 | $16.1M | 5.61% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 123,351 | $16.4M | 0.13% | +12,990+11.8% | Added |
| Allianz Asset Management GmbH | 123,418 | $16.4M | 0.02% | −49,064−28.4% | Reduced |
| Crescent Park Management, L.P. | 126,708 | $16.9M | 7.15% | +947+0.8% | Added |
| Forsta Ap-Fonden | 127,400 | $16.9M | 0.11% | +3,300+2.7% | Added |