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 |
|---|---|---|---|---|---|
| Pinnacle Bancorp, Inc. | 198 | $26.3K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 199 | $26.5K | 0.00% | +16+8.7% | Added |
| Alpine Bank Wealth Management | 204 | $27.1K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 204 | $27.1K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 204 | $27.1K | 0.01% | +4+2.0% | Added |
| Atlantic Trust, LLC | 208 | $27.7K | 0.01% | +208 | New |
| Armstrong Advisory Group, Inc | 232 | $30.9K | 0.00% | −107−31.6% | Reduced |
| Acadian Asset Management LLC | 238 | $31.0K | 0.00% | −42−15.0% | Reduced |
| Pineridge Advisors LLC | 235 | $31.3K | 0.01% | +235 | New |
| MV Capital Management, Inc. | 243 | $32.3K | 0.00% | +34+16.3% | Added |
| Resources Management Corp | 250 | $33.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 272 | $36.1K | 0.01% | −2−0.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 276 | $36.7K | 0.00% | +245+790.3% | Added |
| LRI Investments, LLC | 282 | $37.5K | 0.00% | −612−68.5% | Reduced |
| Fairscale Capital, LLC | 257 | $37.7K | 0.03% | +257 | New |
| Western Pacific Wealth Management, LP | 287 | $38.2K | 0.04% | −45−13.6% | Reduced |
| South State Corp. | 288 | $38.3K | 0.00% | −89−23.6% | Reduced |
| GW&K Investment Management, LLC | 290 | $39.0K | 0.00% | −70−19.4% | Reduced |
| Truvestments Capital LLC | 310 | $41.2K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 314 | $41.4K | 0.02% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 320 | $42.6K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 323 | $43.0K | 0.02% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 325 | $43.2K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 331 | $44.1K | 0.01% | −51−13.4% | Reduced |
| Parkworth Wealth Management, Inc. | 333 | $44.3K | 0.03% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 345 | $45.9K | 0.01% | −15−4.2% | Reduced |
| Covestor Ltd | 387 | $52.0K | 0.03% | −806−67.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 395 | $52.5K | 0.02% | +377+2,094.4% | Added |
| MorganRosel Wealth Management, LLC | 424 | $56.4K | 0.02% | +424 | New |
| Glen Eagle Advisors, LLC | 427 | $56.8K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 430 | $57.2K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 430 | $57.2K | 0.05% | +100+30.3% | Added |
| Barnes Dennig Private Wealth Management LLC | 436 | $58.0K | 0.07% | 00.0% | Unchanged |
| BankPlus Trust Department | 440 | $58.5K | 0.02% | −157−26.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 450 | $59.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 446 | $59.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 450 | $59.9K | 0.00% | +93+26.1% | Added |
| Greykasell Wealth Strategies, Inc. | 450 | $59.9K | 0.03% | −178−28.3% | Reduced |
| Meeder Asset Management Inc | 451 | $60.0K | 0.00% | +55+13.9% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 450 | $60.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 455 | $60.5K | 0.02% | +455 | New |
| WPG Advisers, LLC | 459 | $61.1K | 0.05% | +18+4.1% | Added |
| Johnson Financial Group, Inc. | 460 | $61.2K | 0.00% | −31−6.3% | Reduced |
| CoreCap Advisors, LLC | 461 | $61.3K | 0.00% | −13−2.7% | Reduced |
| VSM Wealth Advisory, LLC | 480 | $63.8K | 0.02% | +1+0.2% | Added |
| Smallwood Wealth Investment Management, LLC | 481 | $64.0K | 0.04% | −35−6.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 493 | $65.6K | 0.02% | +122+32.9% | Added |
| Grove Bank & Trust | 499 | $66.4K | 0.01% | −50−9.1% | Reduced |
| Hopwood Financial Services, Inc. | 500 | $66.5K | 0.05% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 512 | $68.1K | 0.01% | −8−1.5% | Reduced |
| First United Bank Trust | 517 | $68.8K | 0.02% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 520 | $69.2K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 510 | $72.8K | 0.01% | −61−10.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 550 | $73.2K | 0.02% | −130−19.1% | Reduced |
| Kings Path Partners LLC | 556 | $74.0K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 568 | $75.6K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 575 | $76.5K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 586 | $78.0K | 0.04% | −7−1.2% | Reduced |
| Bruce G. Allen Investments, LLC | 589 | $78.4K | 0.06% | +72+13.9% | Added |
| Strategic Wealth Partners, Ltd. | 601 | $80.0K | 0.01% | +601 | New |
| Rialto Wealth Management, LLC | 603 | $80.2K | 0.02% | +3+0.5% | Added |
| NewSquare Capital LLC | 610 | $81.1K | 0.01% | +469+332.6% | Added |
| Cromwell Holdings LLC | 634 | $84.3K | 0.05% | −256−28.8% | Reduced |
| Eastern Bank | 662 | $88.1K | 0.00% | +399+151.7% | Added |
| Iron Horse Wealth Management, LLC | 662 | $88.1K | 0.03% | +654+8,175.0% | Added |
| Asset Planning,Inc | 668 | $88.9K | 0.07% | +1+0.1% | Added |
| Headlands Technologies LLC | 687 | $91.4K | 0.01% | −638−48.2% | Reduced |
| TSFG, LLC | 726 | $97.0K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 734 | $97.0K | 0.01% | +19+2.7% | Added |
| Opal Wealth Advisors, LLC | 732 | $97.4K | 0.03% | +23+3.2% | Added |
| Ronald Blue Trust, Inc. | 741 | $98.6K | 0.00% | −1,974−72.7% | Reduced |
| Compagnie Lombard Odier SCmA | 765 | $101.8K | 0.00% | −1,876−71.0% | Reduced |
| Atlas Capital Advisors LLC | 799 | $106.3K | 0.01% | −797−49.9% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 723 | $106.5K | 0.03% | +723 | New |
| Horizon Bancorp Inc | 853 | $113.0K | 0.06% | +853 | New |
| TCTC Holdings, LLC | 860 | $114.4K | 0.00% | −56−6.1% | Reduced |
| NBT Bank N A | 860 | $114.4K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 935 | $124.4K | 0.04% | +10+1.1% | Added |
| Harbour Investments, Inc. | 939 | $124.9K | 0.00% | +273+41.0% | Added |
| Valley National Advisers Inc | 949 | $126.0K | 0.02% | +135+16.6% | Added |
| Delta Asset Management LLC | 981 | $130.5K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 984 | $130.9K | 0.02% | −6−0.6% | Reduced |
| Sound Income Strategies, LLC | 993 | $132.0K | 0.01% | +5+0.5% | Added |
| Cornerstone Planning Group LLC | 928 | $132.4K | 0.03% | +29+3.2% | Added |
| Trust Co of Vermont | 1,000 | $133.0K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,000 | $133.0K | 0.02% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 1,000 | $133.0K | 0.09% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1,004 | $133.6K | 0.06% | +2+0.2% | Added |
| Boreal Capital Management LLC | 1,009 | $134.2K | 0.11% | +1,009 | New |
| Loomis Sayles & Co L P | 1,051 | $139.8K | 0.00% | +293+38.7% | Added |
| Osterweis Capital Management Inc | 1,054 | $140.2K | 0.01% | +1,054 | New |
| ZRC Wealth Management, LLC | 1,119 | $148.9K | 0.06% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,120 | $149.0K | 0.05% | 00.0% | Unchanged |
| Motco | 1,030 | $151.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,142 | $151.9K | 0.02% | −306−21.1% | Reduced |
| Hantz Financial Services, Inc. | 1,158 | $154.0K | 0.00% | −58−4.8% | Reduced |
| Hills Bank & Trust Co | 1,165 | $155.0K | 0.01% | +1,165 | New |
| Harbor Asset Planning, Inc. | 1,197 | $159.3K | 0.15% | +1,197 | New |
| Central Trust Co | 1,205 | $160.3K | 0.00% | +27+2.3% | Added |
| AdvisorNet Financial, Inc | 1,245 | $165.6K | 0.01% | −1,349−52.0% | Reduced |