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 |
|---|---|---|---|---|---|
| Parkside Financial Bank & Trust | 1,269 | $168.8K | 0.02% | −74−5.5% | Reduced |
| YANKCOM Partnership | 1,275 | $169.6K | 0.08% | +402+46.0% | Added |
| Private Trust Co NA | 1,305 | $173.5K | 0.02% | −469−26.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,393 | $185.3K | 0.02% | −50−3.5% | Reduced |
| Hoey Investments, Inc | 1,408 | $187.3K | 0.03% | −5−0.4% | Reduced |
| Montag A & Associates Inc | 1,500 | $199.5K | 0.01% | −1,519−50.3% | Reduced |
| Wallace Capital Management Inc. | 1,513 | $201.3K | 0.03% | +1,513 | New |
| Mount Yale Investment Advisors, LLC | 1,513 | $201.3K | 0.02% | +1,513 | New |
| Crumly & Associates Inc. | 1,517 | $201.8K | 0.05% | +1,517 | New |
| Capital Investment Advisory Services, LLC | 1,517 | $201.8K | 0.02% | +1,517 | New |
| Graypoint LLC | 1,524 | $202.7K | 0.01% | +1,524 | New |
| Chicago Trust Co NA | 1,537 | $204.5K | 0.03% | +1,537 | New |
| Flputnam Investment Management Co | 1,542 | $205.1K | 0.00% | +1,542 | New |
| Tranquility Partners, LLC | 1,543 | $205.3K | 0.07% | +1,543 | New |
| Sowell Financial Services LLC | 1,548 | $205.9K | 0.01% | −3,471−69.2% | Reduced |
| RIA Advisory Group LLC | 1,548 | $205.9K | 0.06% | +1,548 | New |
| Semus Wealth Partners LLC | 1,553 | $206.6K | 0.13% | +1,553 | New |
| Lodestone Wealth Management LLC | 1,554 | $206.7K | 0.10% | +1,554 | New |
| Sovran Advisors, LLC | 1,503 | $207.3K | 0.02% | +1,503 | New |
| BLB&B Advisors, LLC | 1,560 | $207.5K | 0.01% | +1,560 | New |
| Garrison Bradford & Associates Inc | 1,561 | $207.7K | 0.23% | −100−6.0% | Reduced |
| Stonekeep Investments, LLC | 1,562 | $207.8K | 0.14% | +1,562 | New |
| Rehmann Capital Advisory Group | 1,563 | $207.9K | 0.01% | +1,563 | New |
| KLCM Advisors, Inc. | 1,577 | $209.8K | 0.02% | +1,577 | New |
| Three Bridge Wealth Advisors, LLC | 1,577 | $209.8K | 0.06% | +1,577 | New |
| Avidian Wealth Solutions, LLC | 1,584 | $210.7K | 0.01% | +1,584 | New |
| Stelac Advisory Services LLC | 1,595 | $212.2K | 0.08% | +1,595 | New |
| Tritonpoint Wealth, LLC | 1,597 | $212.4K | 0.02% | +1,597 | New |
| Tocqueville Asset Management L.P. | 1,600 | $212.8K | 0.00% | −260−14.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,600 | $212.8K | 0.00% | +1,600 | New |
| Massmutual Trust Co FSB | 1,604 | $213.4K | 0.01% | −82−4.9% | Reduced |
| Versant Capital Management, Inc | 1,611 | $214.3K | 0.03% | +1,042+183.1% | Added |
| Moody Lynn & Lieberson, LLC | 1,611 | $214.3K | 0.01% | +1,611 | New |
| Brookwood Investment Group LLC | 1,612 | $214.5K | 0.03% | −1,073−40.0% | Reduced |
| Nilsine Partners, LLC | 1,625 | $216.2K | 0.02% | +1,625 | New |
| Lantz Financial LLC | 1,627 | $216.4K | 0.05% | −307−15.9% | Reduced |
| Catalyst Capital Advisors LLC | 1,635 | $217.5K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,640 | $218.2K | 0.11% | +2+0.1% | Added |
| Alpha Omega Wealth Management LLC | 1,651 | $219.6K | 0.04% | +1,651 | New |
| Redwood Financial Network Corp | 1,652 | $219.8K | 0.15% | +1,652 | New |
| Ameritas Advisory Services, LLC | 1,655 | $220.2K | 0.01% | −2,694−61.9% | Reduced |
| Financial Partners Group, Inc | 1,666 | $221.6K | 0.03% | +1,666 | New |
| Modern Wealth Management, LLC | 1,665 | $221.6K | 0.01% | +1,665 | New |
| Unison Asset Management LLC | 1,668 | $221.9K | 0.11% | +1,668 | New |
| Professional Financial Advisors, LLC | 1,680 | $223.5K | 0.05% | −10,132−85.8% | Reduced |
| Birch Financial Group, LLC | 1,699 | $226.1K | 0.18% | +1,699 | New |
| Aureus Asset Management, LLC | 1,710 | $227.5K | 0.01% | +1,710 | New |
| Axxcess Wealth Management, LLC | 1,713 | $227.9K | 0.01% | −789−31.5% | Reduced |
| Alpha Wealth Funds, LLC | 1,700 | $228.2K | 0.21% | +1,700 | New |
| Modera Wealth Management, LLC | 1,716 | $228.3K | 0.00% | +1,716 | New |
| Millennium Capital Advisors, LLC | 1,720 | $228.8K | 0.15% | +1,720 | New |
| NBC Securities, Inc. | 1,723 | $229.0K | 0.02% | +391+29.4% | Added |
| Heartwood Wealth Advisors LLC | 1,723 | $229.2K | 0.02% | +1,723 | New |
| GeoWealth Management, LLC | 1,726 | $229.6K | 0.01% | −54−3.0% | Reduced |
| Savvy Advisors, Inc. | 1,727 | $229.8K | 0.02% | +1,727 | New |
| Pension & Wealth Management Advisors, Inc. | 1,730 | $230.3K | 0.08% | −229−11.7% | Reduced |
| Red Lighthouse Investment Management, LLC | 1,739 | $231.3K | 0.09% | +1,739 | New |
| Douglass Winthrop Advisors, LLC | 1,750 | $232.8K | 0.00% | −250−12.5% | Reduced |
| FJ Capital Management LLC | 1,761 | $234.3K | 0.02% | −5,663−76.3% | Reduced |
| E Fund Management Co., Ltd. | 1,764 | $234.7K | 0.01% | −107−5.7% | Reduced |
| Onefund, LLC | 1,773 | $236.0K | 0.17% | +40+2.3% | Added |
| Sandy Cove Advisors, LLC | 1,777 | $236.4K | 0.09% | −122−6.4% | Reduced |
| Platform Technology Partners | 1,778 | $236.5K | 0.06% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1,786 | $237.6K | 0.11% | +143+8.7% | Added |
| Flagship Harbor Advisors, LLC | 1,786 | $237.6K | 0.01% | −296−14.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 1,789 | $238.0K | 0.01% | +1+0.1% | Added |
| M.E. Allison & Co., Inc. | 1,790 | $238.1K | 0.19% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 1,794 | $238.7K | 0.00% | −67−3.6% | Reduced |
| Knollwood Investment Advisory, LLC | 1,800 | $239.5K | 0.02% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 1,802 | $239.8K | 0.01% | −1,660−47.9% | Reduced |
| Bogart Wealth, LLC | 1,803 | $239.9K | 0.01% | +4+0.2% | Added |
| Serenus Wealth Advisors, LLC | 1,806 | $240.3K | 0.04% | 00.0% | Unchanged |
| RMR Wealth Builders | 1,815 | $241.5K | 0.02% | +1,815 | New |
| Pettinga Financial Advisors, LLC | 1,821 | $242.2K | 0.05% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,828 | $243.2K | 0.01% | +1,405+332.2% | Added |
| Navis Wealth Advisors, LLC | 1,831 | $243.6K | 0.21% | −93−4.8% | Reduced |
| New Hampshire Trust | 1,836 | $244.2K | 0.05% | +1,836 | New |
| Moss Adams Wealth Advisors LLC | 1,836 | $244.2K | 0.02% | +1,836 | New |
| Stablepoint Partners, LLC | 1,850 | $246.1K | 0.04% | +1,850 | New |
| Lynx Investment Advisory | 1,853 | $246.5K | 0.16% | −32−1.7% | Reduced |
| Savant Capital, LLC | 1,858 | $247.1K | 0.00% | +41+2.3% | Added |
| Csenge Advisory Group | 2,043 | $248.2K | 0.01% | +14+0.7% | Added |
| FourThought Financial Partners, LLC | 1,867 | $248.4K | 0.02% | −116−5.8% | Reduced |
| Better Money Decisions, LLC | 1,872 | $249.0K | 0.15% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 1,877 | $249.7K | 0.00% | −1,060−36.1% | Reduced |
| Miracle Mile Advisors, LLC | 1,886 | $250.9K | 0.00% | +1,886 | New |
| Patriot Financial Group Insurance Agency, LLC | 1,893 | $251.8K | 0.03% | +1,893 | New |
| Harbor Investment Advisory, LLC | 1,897 | $252.4K | 0.02% | −903−32.3% | Reduced |
| MidAtlantic Capital Management, Inc. | 1,897 | $252.4K | 0.18% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 1,898 | $252.5K | 0.05% | +1,898 | New |
| Conservest Capital Advisors, Inc. | 1,899 | $252.7K | 0.02% | +7+0.4% | Added |
| Pitcairn Co | 1,902 | $253.0K | 0.02% | −105−5.2% | Reduced |
| ORG Wealth Partners, LLC | 1,910 | $253.1K | 0.06% | −613−24.3% | Reduced |
| Garden State Investment Advisory Services LLC | 1,910 | $254.2K | 0.07% | +50+2.7% | Added |
| Holistic Planning, LLC | 1,914 | $254.6K | 0.07% | +1,914 | New |
| St Germain D J Co Inc | 1,920 | $255.4K | 0.01% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 1,924 | $256.0K | 0.00% | −18−0.9% | Reduced |
| Exchange Traded Concepts, LLC | 1,931 | $256.9K | 0.00% | −3,997−67.4% | Reduced |
| Hilton Capital Management, LLC | 1,932 | $257.0K | 0.02% | +1,932 | New |
| Prelude Capital Management, LLC | 1,936 | $257.5K | 0.03% | +1,936 | New |