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 |
|---|---|---|---|---|---|
| Change Path, LLC | 2,647 | $352.2K | 0.01% | +32+1.2% | Added |
| Smartleaf Asset Management LLC | 2,630 | $353.2K | 0.03% | −521−16.5% | Reduced |
| Quotient Wealth Partners, LLC | 2,668 | $354.9K | 0.01% | +469+21.3% | Added |
| Renaissance Group LLC | 2,675 | $355.8K | 0.01% | −204,043−98.7% | Reduced |
| Norden Group LLC | 2,677 | $356.2K | 0.04% | +366+15.8% | Added |
| Brown Brothers Harriman & Co | 2,718 | $361.6K | 0.00% | +1,127+70.8% | Added |
| Skopos Labs, Inc. | 2,721 | $361.9K | 0.05% | +776+39.9% | Added |
| Virtus Family Office LLC | 2,738 | $364.2K | 0.47% | +706+34.7% | Added |
| North Capital, Inc. | 2,744 | $365.0K | 0.31% | −6−0.2% | Reduced |
| NFP Retirement, Inc. | 2,748 | $365.6K | 0.02% | +2,748 | New |
| Marex Group plc | 2,755 | $366.5K | 0.01% | −17,020−86.1% | Reduced |
| Mayflower Financial Advisors, LLC | 2,762 | $367.4K | 0.05% | −7−0.3% | Reduced |
| Parsonex Advisory Services, Inc. | 2,764 | $367.7K | 0.31% | +2,764 | New |
| Beese Fulmer Investment Management, Inc. | 2,767 | $368.1K | 0.03% | +300+12.2% | Added |
| Ostrum Asset Management | 2,773 | $368.9K | 0.02% | −80−2.8% | Reduced |
| Advisors Capital Management, LLC | 2,782 | $370.2K | 0.01% | −14−0.5% | Reduced |
| Guyasuta Investment Advisors Inc | 2,797 | $372.1K | 0.02% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 2,797 | $372.1K | 0.05% | −11−0.4% | Reduced |
| Peapack Gladstone Financial Corp | 2,804 | $373.0K | 0.01% | −74−2.6% | Reduced |
| Cumberland Partners Ltd | 2,815 | $374.5K | 0.03% | −60−2.1% | Reduced |
| Childress Capital Advisors, LLC | 2,821 | $375.3K | 0.09% | +120+4.4% | Added |
| Ballast, Inc. | 2,822 | $375.4K | 0.10% | −83−2.9% | Reduced |
| Essex Savings Bank | 2,833 | $376.9K | 0.09% | −184−6.1% | Reduced |
| Argent Trust Co | 2,839 | $377.7K | 0.01% | −835−22.7% | Reduced |
| BlueStem Wealth Partners, LLC | 2,843 | $378.2K | 0.05% | −259−8.3% | Reduced |
| LFA - Lugano Financial Advisors SA | 2,850 | $379.1K | 0.22% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,851 | $379.3K | 0.06% | −386−11.9% | Reduced |
| Concord Asset Management, LLC | 2,851 | $379.3K | 0.06% | +2,851 | New |
| Systematic Alpha Investments, LLC | 2,860 | $380.5K | 0.01% | 00.0% | Unchanged |
| Vicus Capital | 2,862 | $380.7K | 0.03% | +613+27.3% | Added |
| Gallagher Fiduciary Advisors, LLC | 2,867 | $381.4K | 0.01% | −26−0.9% | Reduced |
| BCS Private Wealth Management, Inc. | 2,880 | $383.0K | 0.14% | +2,880 | New |
| VestGen Advisors, LLC | 2,883 | $383.6K | 0.02% | −295−9.3% | Reduced |
| Kera Capital Partners, Inc. | 2,908 | $386.9K | 0.08% | +2,908 | New |
| iA Global Asset Management Inc. | 2,920 | $388.0K | 0.01% | −1,610−35.5% | Reduced |
| First Commonwealth Financial Corp | 2,969 | $395.0K | 0.09% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 3,000 | $399.1K | 0.11% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 3,000 | $399.1K | 0.01% | 00.0% | Unchanged |
| Davis R M Inc | 3,005 | $399.7K | 0.01% | −30−1.0% | Reduced |
| Rochester Wealth Strategies, LLC | 3,010 | $400.4K | 0.29% | 00.0% | Unchanged |
| Brighton Jones LLC | 3,034 | $403.6K | 0.01% | −1,665−35.4% | Reduced |
| Sweeney & Michel, LLC | 2,862 | $403.7K | 0.14% | −631−18.1% | Reduced |
| Lombard Odier Asset Management (USA) Corp | 3,066 | $407.9K | 0.10% | +3,066 | New |
| Cornerstone Advisory, LLC | 3,097 | $411.9K | 0.04% | +89+3.0% | Added |
| Oppenheimer Asset Management Inc. | 3,104 | $412.9K | 0.00% | +60+2.0% | Added |
| Integrated Wealth Concepts LLC | 3,109 | $413.6K | 0.00% | +150+5.1% | Added |
| Optimize Financial Inc | 3,117 | $414.7K | 0.25% | −22−0.7% | Reduced |
| Masso Torrence Wealth Management Inc. | 3,124 | $415.6K | 0.19% | −48−1.5% | Reduced |
| Fiduciary Family Office, LLC | 3,139 | $417.6K | 0.14% | +38+1.2% | Added |
| SageView Advisory Group, LLC | 2,769 | $421.4K | 0.02% | −44−1.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 3,178 | $422.8K | 0.01% | −2,180−40.7% | Reduced |
| Sovereign Financial Group, Inc. | 3,190 | $424.4K | 0.09% | +10+0.3% | Added |
| Hodges Capital Management Inc. | 3,206 | $426.5K | 0.04% | +3+0.1% | Added |
| CNB Bank | 3,209 | $426.9K | 0.20% | +654+25.6% | Added |
| XTX Topco Ltd | 3,287 | $437.3K | 0.02% | −10,980−77.0% | Reduced |
| GLOBALT Investments LLC | 3,338 | $444.1K | 0.02% | −481−12.6% | Reduced |
| Black Swift Group, LLC | 3,350 | $445.7K | 0.09% | −23,000−87.3% | Reduced |
| FreeGulliver LLC | 3,359 | $446.8K | 0.21% | −4−0.1% | Reduced |
| AA Financial Advisors, LLC | 3,359 | $446.8K | 0.10% | +674+25.1% | Added |
| Alta Advisers Ltd | 3,363 | $447.4K | 0.16% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 3,389 | $450.8K | 0.20% | +2,385+237.5% | Added |
| Cypress Wealth Services, LLC | 3,390 | $451.0K | 0.08% | −90−2.6% | Reduced |
| Citizens National Bank Trust Department | 3,400 | $452.3K | 0.09% | −155−4.4% | Reduced |
| Cadent Capital Advisors, LLC | 3,420 | $455.0K | 0.15% | +20+0.6% | Added |
| Manchester Capital Management LLC | 3,446 | $458.4K | 0.06% | −1,180−25.5% | Reduced |
| Hamilton Capital Partners Inc. | 3,450 | $459.0K | 0.02% | 00.0% | Unchanged |
| SCS Capital Management LLC | 3,464 | $460.8K | 0.01% | +1,439+71.1% | Added |
| Knightsbridge Asset Management, LLC | 3,488 | $464.0K | 0.10% | +67+2.0% | Added |
| LM Advisors LLC | 3,500 | $466.0K | 0.06% | +3,500 | New |
| L.M. Kohn & Company | 3,505 | $466.3K | 0.13% | −258−6.9% | Reduced |
| Conning Inc. | 3,511 | $467.1K | 0.02% | +150+4.5% | Added |
| Catalyst Private Wealth, LLC | 3,516 | $467.7K | 0.21% | +643+22.4% | Added |
| First Horizon Advisors, Inc. | 3,518 | $468.1K | 0.01% | −542−13.3% | Reduced |
| Panagora Asset Management Inc | 3,532 | $469.9K | 0.00% | −28−0.8% | Reduced |
| Gitterman Wealth Management, LLC | 3,551 | $472.4K | 0.11% | 00.0% | Unchanged |
| Cercano Management LLC | 3,560 | $473.6K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 3,566 | $474.4K | 0.06% | +10.0% | Added |
| Dudley Capital Management, LLC | 3,570 | $474.9K | 0.24% | +170+5.0% | Added |
| Bingham Private Wealth, LLC | 3,579 | $476.1K | 0.45% | +6+0.2% | Added |
| Commerzbank Aktiengesellschaft | 3,598 | $479.0K | 0.01% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 3,616 | $481.1K | 0.03% | +3,616 | New |
| Bridgewater Associates, LP | 3,624 | $482.1K | 0.00% | −830−18.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 3,632 | $483.2K | 0.04% | −285−7.3% | Reduced |
| Leavell Investment Management, Inc. | 3,657 | $486.5K | 0.02% | +490+15.5% | Added |
| Dana Investment Advisors, Inc. | 3,664 | $487.5K | 0.02% | −107−2.8% | Reduced |
| Register Financial Advisors LLC | 3,666 | $487.6K | 0.21% | +67+1.9% | Added |
| Virtue Capital Management, LLC | 3,671 | $488.4K | 0.09% | −306−7.7% | Reduced |
| First City Capital Management, Inc. | 3,671 | $488.4K | 0.28% | −255−6.5% | Reduced |
| Centiva Capital, LP | 3,700 | $492.2K | 0.03% | +3,700 | New |
| Apella Capital, LLC | 3,642 | $493.7K | 0.01% | +314+9.4% | Added |
| Syon Capital LLC | 3,722 | $495.1K | 0.03% | +1,013+37.4% | Added |
| Resurgent Financial Advisors LLC | 3,731 | $496.3K | 0.27% | +6+0.2% | Added |
| Shelton Capital Management | 3,735 | $496.9K | 0.01% | −75−2.0% | Reduced |
| Perennial Investment Advisors, LLC | 3,742 | $497.8K | 0.05% | −23−0.6% | Reduced |
| MGB Wealth Management, LLC | 3,763 | $501.4K | 0.17% | −2,049−35.3% | Reduced |
| Simplicity Wealth,LLC | 3,788 | $503.9K | 0.02% | +3,788 | New |
| Hardin Capital Partners, LLC | 3,813 | $505.0K | 0.30% | 00.0% | Unchanged |
| Ade, LLC | 3,805 | $506.2K | 0.27% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 3,806 | $506.3K | 0.02% | +6+0.2% | Added |
| Total Clarity Wealth Management, Inc. | 3,810 | $506.8K | 0.15% | −100−2.6% | Reduced |