Skip to main content

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
Moneta Group Investment Advisors LLC1,938$257.8K0.00%−551−22.1%Reduced
GPS Wealth Strategies Group, LLC1,943$258.5K0.03%+2+0.1%Added
Soltis Investment Advisors LLC1,948$259.2K0.02%+95+5.1%Added
Avestar Capital, LLC1,949$259.3K0.02%−25−1.3%Reduced
Mullaney, Keating & Wright, Inc.1,953$259.8K0.17%+7+0.4%Added
Covenant Asset Management, LLC1,956$260.2K0.05%−29,823−93.8%Reduced
NorthCrest Asset Manangement, LLC1,890$261.9K0.01%+1,890New
FFT Wealth Management LLC1,855$263.8K0.05%+1,855New
Carmel Capital Partners, LLC1,983$263.8K0.09%+216+12.2%Added
Integris Wealth Management, LLC1,985$264.1K0.07%+2+0.1%Added
Opinicus Capital, Inc.1,994$265.3K0.20%+1,994New
Emprise Bank2,000$266.1K0.13%−2,681−57.3%Reduced
Avantax Planning Partners, Inc.2,000$266.1K0.01%−79−3.8%Reduced
Benin Management CORP2,000$266.1K0.07%00.0%Unchanged
Harbor Advisors LLC2,000$266.1K0.04%00.0%Unchanged
Fortis Advisors, LLC2,000$266.1K0.17%00.0%Unchanged
Granite FO LLC2,000$266.1K0.15%00.0%Unchanged
Ionic Capital Management LLC2,000$266.1K0.30%+2,000New
MUFG Securities EMEA plc2,000$266.1K0.01%+2,000New
Fairview Capital Investment Management, LLC2,001$266.3K0.01%00.0%Unchanged
Man Group plc2,007$267.0K0.00%−938−31.9%Reduced
Rosenberg Matthew Hamilton2,012$267.7K0.06%+840+71.7%Added
Enclave Advisors LLC2,015$268.1K0.04%+2,015New
Orrstown Financial Services Inc2,016$268.2K0.06%+2,016New
Calamos Wealth Management LLC2,017$268.3K0.01%+171+9.3%Added
Stock Yards Bank & Trust Co2,031$270.2K0.01%+31+1.6%Added
Ausdal Financial Partners, Inc.2,043$271.8K0.02%−20−1.0%Reduced
Sivia Capital Partners, LLC2,050$272.7K0.09%+237+13.1%Added
PFG Advisors2,087$277.6K0.01%+16+0.8%Added
Beaton Management Co. Inc.2,100$279.0K0.14%00.0%Unchanged
Ocean Capital Management, LLC2,104$279.9K0.06%00.0%Unchanged
MASTERINVEST Kapitalanlage GmbH2,106$280.2K0.03%+2,106New
Meadow Creek Wealth Advisors LLC2,107$280.3K0.19%−400−16.0%Reduced
Great Lakes Advisors, LLC2,108$280.4K0.00%−986−31.9%Reduced
44 Wealth Management LLC2,111$280.8K0.10%−48−2.2%Reduced
Patton Fund Management, Inc.2,112$281.0K0.06%−30,332−93.5%Reduced
First National Trust Co2,123$282.4K0.01%00.0%Unchanged
Banque de Luxembourg S.A.2,444$282.6K0.16%00.0%Unchanged
Nemes Rush Group LLC2,125$282.7K0.03%+577+37.3%Added
Fisher Asset Management, LLC2,132$283.7K0.00%+240+12.7%Added
Keystone Financial Group2,163$287.8K0.03%−2−0.1%Reduced
Waterloo Capital, L.P.2,175$289.3K0.02%+2,175New
Sentry Investment Management LLC2,100$290.0K0.16%00.0%Unchanged
Berbice Capital Management LLC2,200$292.7K0.21%+75+3.5%Added
MBB Public Markets I LLC2,201$292.8K0.03%−504−18.6%Reduced
Shepherd Financial Partners LLC2,229$296.5K0.03%00.0%Unchanged
Founders Financial Alliance, LLC2,235$297.3K0.07%+50+2.3%Added
Groupama Asset Managment2,220$298.1K0.00%−210−8.6%Reduced
PDS Planning, Inc2,247$298.9K0.02%+2,247New
Simon Quick Advisors, LLC2,249$299.2K0.02%−4,050−64.3%Reduced
Congress Park Capital LLC2,250$299.3K0.10%00.0%Unchanged
Souders Financial Advisors2,257$300.3K0.04%+2,257New
JSF Financial, LLC2,274$302.6K0.07%+42+1.9%Added
Connecticut Wealth Management, LLC2,301$306.1K0.01%00.0%Unchanged
Canvas Wealth Advisors, LLC2,019$307.2K0.06%+2,019New
Pring Turner Capital Group Inc2,315$308.0K0.20%00.0%Unchanged
CX Institutional2,317$308.0K0.01%+945+68.9%Added
Aviance Capital Partners, LLC2,315$308.0K0.04%+178+8.3%Added
Cypress Point Wealth Management, LLC2,325$309.3K0.08%00.0%Unchanged
WealthPLAN Partners, LLC2,330$310.0K0.05%−81−3.4%Reduced
Leo Wealth, LLC2,341$311.4K0.02%−662−22.0%Reduced
Roundview Capital LLC2,344$311.8K0.02%+2+0.1%Added
Objective Capital Management, LLC2,354$313.1K0.35%+10.0%Added
Wealthspire Advisors, LLC2,361$314.1K0.00%−896−27.5%Reduced
Drive Wealth Management, LLC2,362$314.2K0.07%+12+0.5%Added
Steel Peak Wealth Management LLC2,370$315.3K0.01%+20+0.9%Added
TFC Financial Management2,370$315.3K0.04%−19−0.8%Reduced
Foundations Investment Advisors, LLC2,380$316.6K0.00%+84+3.7%Added
Sand Hill Global Advisors, LLC2,381$316.7K0.01%00.0%Unchanged
Aprio Wealth Management, LLC2,398$319.0K0.04%+2,398New
Banque Pictet & Cie SA2,400$319.3K0.00%00.0%Unchanged
D'Orazio & Associates, Inc.2,403$319.7K0.05%−11−0.5%Reduced
Northwest Bancshares, Inc.2,425$322.6K0.06%00.0%Unchanged
Procyon Private Wealth Partners, LLC2,429$323.1K0.03%−22,222−90.1%Reduced
Wealth Management Associates, Inc.2,433$323.7K0.13%+432+21.6%Added
V-Square Quantitative Management LLC2,452$326.2K0.04%−3,787−60.7%Reduced
Ascent Group, LLC2,454$326.5K0.01%+15+0.6%Added
Freestone Capital Holdings, LLC2,471$328.8K0.01%+37+1.5%Added
Dynamic Technology Lab Private Ltd2,470$329.0K0.04%−8,600−77.7%Reduced
Ssi Investment Management LLC2,474$329.1K0.02%−1,221−33.0%Reduced
West Wealth Group, LLC2,277$329.2K0.08%−51−2.2%Reduced
Wolverine Trading, LLC2,470$331.7K0.01%−6,710−73.1%Reduced
Trustmark National Bank Trust Department2,500$332.6K0.02%00.0%Unchanged
Partners Capital Investment Group, LLP2,529$336.4K0.01%00.0%Unchanged
Frank, Rimerman Advisors LLC2,530$336.6K0.02%−534−17.4%Reduced
RFG - Bristol Wealth Advisors, LLC2,545$338.6K0.10%−949−27.2%Reduced
GTS Securities LLC2,572$342.2K0.02%−2,337−47.6%Reduced
Aspen Grove Capital, LLC2,578$343.1K0.06%−400−13.4%Reduced
Stratos Wealth Advisors, LLC2,600$346.0K0.02%+5+0.2%Added
Evercore Wealth Management, LLC2,602$346.1K0.01%00.0%Unchanged
Klingman & Associates, LLC2,602$346.1K0.02%+2,602New
SRS Capital Advisors, Inc.2,602$346.2K0.02%+65+2.6%Added
Peak Planning Group, LLC2,603$346.2K0.22%−275−9.6%Reduced
Camden Capital, LLC2,615$347.9K0.03%−248−8.7%Reduced
Atria Wealth Solutions, Inc.2,618$348.3K0.01%−55,263−95.5%Reduced
Middleton & Co Inc2,622$348.8K0.04%00.0%Unchanged
Allen Mooney & Barnes Investment Advisors LLC2,630$349.9K0.06%00.0%Unchanged
Banco Santander, S.A.2,633$350.3K0.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.2,636$350.7K0.06%+10.0%Added
Washington Trust Bank2,644$351.7K0.03%00.0%Unchanged