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 |
|---|---|---|---|---|---|
| Moneta Group Investment Advisors LLC | 1,938 | $257.8K | 0.00% | −551−22.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,943 | $258.5K | 0.03% | +2+0.1% | Added |
| Soltis Investment Advisors LLC | 1,948 | $259.2K | 0.02% | +95+5.1% | Added |
| Avestar Capital, LLC | 1,949 | $259.3K | 0.02% | −25−1.3% | Reduced |
| Mullaney, Keating & Wright, Inc. | 1,953 | $259.8K | 0.17% | +7+0.4% | Added |
| Covenant Asset Management, LLC | 1,956 | $260.2K | 0.05% | −29,823−93.8% | Reduced |
| NorthCrest Asset Manangement, LLC | 1,890 | $261.9K | 0.01% | +1,890 | New |
| FFT Wealth Management LLC | 1,855 | $263.8K | 0.05% | +1,855 | New |
| Carmel Capital Partners, LLC | 1,983 | $263.8K | 0.09% | +216+12.2% | Added |
| Integris Wealth Management, LLC | 1,985 | $264.1K | 0.07% | +2+0.1% | Added |
| Opinicus Capital, Inc. | 1,994 | $265.3K | 0.20% | +1,994 | New |
| Emprise Bank | 2,000 | $266.1K | 0.13% | −2,681−57.3% | Reduced |
| Avantax Planning Partners, Inc. | 2,000 | $266.1K | 0.01% | −79−3.8% | Reduced |
| Benin Management CORP | 2,000 | $266.1K | 0.07% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $266.1K | 0.04% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 2,000 | $266.1K | 0.17% | 00.0% | Unchanged |
| Granite FO LLC | 2,000 | $266.1K | 0.15% | 00.0% | Unchanged |
| Ionic Capital Management LLC | 2,000 | $266.1K | 0.30% | +2,000 | New |
| MUFG Securities EMEA plc | 2,000 | $266.1K | 0.01% | +2,000 | New |
| Fairview Capital Investment Management, LLC | 2,001 | $266.3K | 0.01% | 00.0% | Unchanged |
| Man Group plc | 2,007 | $267.0K | 0.00% | −938−31.9% | Reduced |
| Rosenberg Matthew Hamilton | 2,012 | $267.7K | 0.06% | +840+71.7% | Added |
| Enclave Advisors LLC | 2,015 | $268.1K | 0.04% | +2,015 | New |
| Orrstown Financial Services Inc | 2,016 | $268.2K | 0.06% | +2,016 | New |
| Calamos Wealth Management LLC | 2,017 | $268.3K | 0.01% | +171+9.3% | Added |
| Stock Yards Bank & Trust Co | 2,031 | $270.2K | 0.01% | +31+1.6% | Added |
| Ausdal Financial Partners, Inc. | 2,043 | $271.8K | 0.02% | −20−1.0% | Reduced |
| Sivia Capital Partners, LLC | 2,050 | $272.7K | 0.09% | +237+13.1% | Added |
| PFG Advisors | 2,087 | $277.6K | 0.01% | +16+0.8% | Added |
| Beaton Management Co. Inc. | 2,100 | $279.0K | 0.14% | 00.0% | Unchanged |
| Ocean Capital Management, LLC | 2,104 | $279.9K | 0.06% | 00.0% | Unchanged |
| MASTERINVEST Kapitalanlage GmbH | 2,106 | $280.2K | 0.03% | +2,106 | New |
| Meadow Creek Wealth Advisors LLC | 2,107 | $280.3K | 0.19% | −400−16.0% | Reduced |
| Great Lakes Advisors, LLC | 2,108 | $280.4K | 0.00% | −986−31.9% | Reduced |
| 44 Wealth Management LLC | 2,111 | $280.8K | 0.10% | −48−2.2% | Reduced |
| Patton Fund Management, Inc. | 2,112 | $281.0K | 0.06% | −30,332−93.5% | Reduced |
| First National Trust Co | 2,123 | $282.4K | 0.01% | 00.0% | Unchanged |
| Banque de Luxembourg S.A. | 2,444 | $282.6K | 0.16% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 2,125 | $282.7K | 0.03% | +577+37.3% | Added |
| Fisher Asset Management, LLC | 2,132 | $283.7K | 0.00% | +240+12.7% | Added |
| Keystone Financial Group | 2,163 | $287.8K | 0.03% | −2−0.1% | Reduced |
| Waterloo Capital, L.P. | 2,175 | $289.3K | 0.02% | +2,175 | New |
| Sentry Investment Management LLC | 2,100 | $290.0K | 0.16% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 2,200 | $292.7K | 0.21% | +75+3.5% | Added |
| MBB Public Markets I LLC | 2,201 | $292.8K | 0.03% | −504−18.6% | Reduced |
| Shepherd Financial Partners LLC | 2,229 | $296.5K | 0.03% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 2,235 | $297.3K | 0.07% | +50+2.3% | Added |
| Groupama Asset Managment | 2,220 | $298.1K | 0.00% | −210−8.6% | Reduced |
| PDS Planning, Inc | 2,247 | $298.9K | 0.02% | +2,247 | New |
| Simon Quick Advisors, LLC | 2,249 | $299.2K | 0.02% | −4,050−64.3% | Reduced |
| Congress Park Capital LLC | 2,250 | $299.3K | 0.10% | 00.0% | Unchanged |
| Souders Financial Advisors | 2,257 | $300.3K | 0.04% | +2,257 | New |
| JSF Financial, LLC | 2,274 | $302.6K | 0.07% | +42+1.9% | Added |
| Connecticut Wealth Management, LLC | 2,301 | $306.1K | 0.01% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 2,019 | $307.2K | 0.06% | +2,019 | New |
| Pring Turner Capital Group Inc | 2,315 | $308.0K | 0.20% | 00.0% | Unchanged |
| CX Institutional | 2,317 | $308.0K | 0.01% | +945+68.9% | Added |
| Aviance Capital Partners, LLC | 2,315 | $308.0K | 0.04% | +178+8.3% | Added |
| Cypress Point Wealth Management, LLC | 2,325 | $309.3K | 0.08% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 2,330 | $310.0K | 0.05% | −81−3.4% | Reduced |
| Leo Wealth, LLC | 2,341 | $311.4K | 0.02% | −662−22.0% | Reduced |
| Roundview Capital LLC | 2,344 | $311.8K | 0.02% | +2+0.1% | Added |
| Objective Capital Management, LLC | 2,354 | $313.1K | 0.35% | +10.0% | Added |
| Wealthspire Advisors, LLC | 2,361 | $314.1K | 0.00% | −896−27.5% | Reduced |
| Drive Wealth Management, LLC | 2,362 | $314.2K | 0.07% | +12+0.5% | Added |
| Steel Peak Wealth Management LLC | 2,370 | $315.3K | 0.01% | +20+0.9% | Added |
| TFC Financial Management | 2,370 | $315.3K | 0.04% | −19−0.8% | Reduced |
| Foundations Investment Advisors, LLC | 2,380 | $316.6K | 0.00% | +84+3.7% | Added |
| Sand Hill Global Advisors, LLC | 2,381 | $316.7K | 0.01% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 2,398 | $319.0K | 0.04% | +2,398 | New |
| Banque Pictet & Cie SA | 2,400 | $319.3K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 2,403 | $319.7K | 0.05% | −11−0.5% | Reduced |
| Northwest Bancshares, Inc. | 2,425 | $322.6K | 0.06% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 2,429 | $323.1K | 0.03% | −22,222−90.1% | Reduced |
| Wealth Management Associates, Inc. | 2,433 | $323.7K | 0.13% | +432+21.6% | Added |
| V-Square Quantitative Management LLC | 2,452 | $326.2K | 0.04% | −3,787−60.7% | Reduced |
| Ascent Group, LLC | 2,454 | $326.5K | 0.01% | +15+0.6% | Added |
| Freestone Capital Holdings, LLC | 2,471 | $328.8K | 0.01% | +37+1.5% | Added |
| Dynamic Technology Lab Private Ltd | 2,470 | $329.0K | 0.04% | −8,600−77.7% | Reduced |
| Ssi Investment Management LLC | 2,474 | $329.1K | 0.02% | −1,221−33.0% | Reduced |
| West Wealth Group, LLC | 2,277 | $329.2K | 0.08% | −51−2.2% | Reduced |
| Wolverine Trading, LLC | 2,470 | $331.7K | 0.01% | −6,710−73.1% | Reduced |
| Trustmark National Bank Trust Department | 2,500 | $332.6K | 0.02% | 00.0% | Unchanged |
| Partners Capital Investment Group, LLP | 2,529 | $336.4K | 0.01% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 2,530 | $336.6K | 0.02% | −534−17.4% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 2,545 | $338.6K | 0.10% | −949−27.2% | Reduced |
| GTS Securities LLC | 2,572 | $342.2K | 0.02% | −2,337−47.6% | Reduced |
| Aspen Grove Capital, LLC | 2,578 | $343.1K | 0.06% | −400−13.4% | Reduced |
| Stratos Wealth Advisors, LLC | 2,600 | $346.0K | 0.02% | +5+0.2% | Added |
| Evercore Wealth Management, LLC | 2,602 | $346.1K | 0.01% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 2,602 | $346.1K | 0.02% | +2,602 | New |
| SRS Capital Advisors, Inc. | 2,602 | $346.2K | 0.02% | +65+2.6% | Added |
| Peak Planning Group, LLC | 2,603 | $346.2K | 0.22% | −275−9.6% | Reduced |
| Camden Capital, LLC | 2,615 | $347.9K | 0.03% | −248−8.7% | Reduced |
| Atria Wealth Solutions, Inc. | 2,618 | $348.3K | 0.01% | −55,263−95.5% | Reduced |
| Middleton & Co Inc | 2,622 | $348.8K | 0.04% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 2,630 | $349.9K | 0.06% | 00.0% | Unchanged |
| Banco Santander, S.A. | 2,633 | $350.3K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,636 | $350.7K | 0.06% | +10.0% | Added |
| Washington Trust Bank | 2,644 | $351.7K | 0.03% | 00.0% | Unchanged |