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 |
|---|---|---|---|---|---|
| Prospera Financial Services Inc | 3,832 | $509.9K | 0.01% | −244−6.0% | Reduced |
| S-Bank Fund Management Ltd | 3,850 | $512.2K | 0.08% | −301−7.3% | Reduced |
| Haverford Trust Co | 3,884 | $516.7K | 0.00% | +1,010+35.1% | Added |
| Parcion Private Wealth LLC | 3,925 | $522.1K | 0.04% | +13+0.3% | Added |
| Sunbelt Securities, Inc. | 3,533 | $522.6K | 0.05% | −2−0.1% | Reduced |
| Fort Sheridan Advisors LLC | 3,929 | $522.7K | 0.07% | −99−2.5% | Reduced |
| Oxford Financial Group Ltd | 3,954 | $526.0K | 0.03% | −44−1.1% | Reduced |
| Stratos Wealth Partners, LTD. | 3,985 | $530.2K | 0.01% | −4,586−53.5% | Reduced |
| Buckingham Strategic Partners | 3,990 | $530.6K | 0.01% | −7,751−66.0% | Reduced |
| Teza Capital Management LLC | 3,993 | $531.2K | 0.40% | +1,867+87.8% | Added |
| Golden State Wealth Management, LLC | 3,999 | $532.0K | 0.06% | −9−0.2% | Reduced |
| Wealth Preservation Advisors, LLC | 4,000 | $532.1K | 0.33% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 4,006 | $532.9K | 0.05% | +63+1.6% | Added |
| Kavar Capital Partners Group, LLC | 4,022 | $535.0K | 0.08% | 00.0% | Unchanged |
| TAGStone Capital, Inc. | 3,786 | $540.2K | 0.22% | +5+0.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,086 | $543.6K | 0.03% | −7,481−64.7% | Reduced |
| Fjell Capital, LLC | 4,098 | $545.2K | 0.51% | −215−5.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,100 | $545.4K | 0.01% | −3−0.1% | Reduced |
| one8zero8, LLC | 4,100 | $545.4K | 0.13% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 4,444 | $549.1K | 0.01% | −18,640−80.7% | Reduced |
| Banque Cantonale Vaudoise | 4,138 | $551.0K | 0.02% | −1,303−23.9% | Reduced |
| Spirit of America Management Corp | 4,150 | $552.1K | 0.12% | +1,600+62.7% | Added |
| Watershed Private Wealth LLC | 4,179 | $555.9K | 0.20% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 4,183 | $556.4K | 0.02% | +34+0.8% | Added |
| Sigma Planning Corp | 4,197 | $558.3K | 0.02% | −243−5.5% | Reduced |
| Intact Investment Management Inc. | 4,200 | $558.7K | 0.02% | +4,200 | New |
| Westpac Banking Corp | 4,266 | $567.5K | 0.04% | +178+4.4% | Added |
| Cassaday & Co Wealth Management LLC | 4,289 | $570.6K | 0.01% | +4,289 | New |
| Johnson Investment Counsel Inc | 4,305 | $572.7K | 0.01% | +455+11.8% | Added |
| Howard Capital Management Inc. | 4,310 | $573.4K | 0.01% | +756+21.3% | Added |
| Kovack Advisors, Inc. | 4,351 | $578.8K | 0.06% | +105+2.5% | Added |
| Meiji Yasuda Life Insurance Co | 4,367 | $580.9K | 0.02% | −524−10.7% | Reduced |
| Cornerstone Wealth Management, LLC | 4,370 | $581.3K | 0.04% | +950+27.8% | Added |
| Fountainhead AM, LLC | 4,426 | $588.7K | 0.09% | −87−1.9% | Reduced |
| Wealth Quarterback LLC | 4,439 | $590.5K | 0.28% | +4,439 | New |
| Alpha Cubed Investments, LLC | 4,501 | $598.8K | 0.02% | −29−0.6% | Reduced |
| Genesis Private Wealth, LLC | 4,504 | $599.2K | 0.28% | +376+9.1% | Added |
| Family Management Corp | 4,538 | $603.7K | 0.09% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 4,567 | $607.5K | 0.02% | +4,567 | New |
| Fundamentun, LLC | 4,568 | $607.7K | 0.03% | +324+7.6% | Added |
| Evoke Wealth, LLC | 4,571 | $608.1K | 0.01% | −152,402−97.1% | Reduced |
| 10Elms LLP | 4,594 | $611.1K | 0.58% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 4,613 | $613.6K | 0.01% | +20+0.4% | Added |
| Clearwater Capital Advisors, LLC | 4,637 | $616.9K | 0.06% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 4,640 | $617.3K | 0.02% | −1,115−19.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,673 | $621.1K | 0.03% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,700 | $625.2K | 0.11% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 4,700 | $625.2K | 0.21% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 4,716 | $627.8K | 0.02% | +2,281+93.7% | Added |
| Clarius Group, LLC | 4,778 | $635.6K | 0.04% | +906+23.4% | Added |
| Ashton Thomas Private Wealth, LLC | 4,779 | $635.8K | 0.02% | +2,678+127.5% | Added |
| Voleon Capital Management LP | 4,790 | $637.2K | 0.03% | +4,790 | New |
| ProVise Management Group, LLC | 4,839 | $643.7K | 0.05% | −250−4.9% | Reduced |
| Bridgewater Advisors Inc. | 4,502 | $649.3K | 0.05% | +157+3.6% | Added |
| Edgemoor Investment Advisors, Inc. | 4,898 | $651.6K | 0.06% | +58+1.2% | Added |
| KCM Investment Advisors LLC | 4,900 | $651.8K | 0.02% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 4,960 | $659.8K | 0.02% | −88−1.7% | Reduced |
| Trust Co of Toledo NA | 4,987 | $663.4K | 0.07% | +4,987 | New |
| Pines Wealth Management, LLC | 4,825 | $668.7K | 0.24% | +710+17.3% | Added |
| Principle Wealth Partners LLC | 5,032 | $669.4K | 0.04% | +12+0.2% | Added |
| Hilltop Holdings Inc. | 5,034 | $669.7K | 0.04% | +611+13.8% | Added |
| Marks Group Wealth Management, Inc | 5,036 | $669.9K | 0.06% | +334+7.1% | Added |
| Oversea-Chinese Banking CORP Ltd | 5,046 | $671.0K | 0.02% | −27,000−84.3% | Reduced |
| Legacy Wealth Management, LLC | 5,048 | $671.5K | 0.20% | −2,434−32.5% | Reduced |
| Cobblestone Capital Advisors LLC | 5,063 | $673.5K | 0.03% | +5,063 | New |
| Capital Group Investment Management Pte. Ltd. | 5,064 | $673.7K | 0.12% | +5,064 | New |
| Huntington National Bank | 5,153 | $685.5K | 0.00% | +226+4.6% | Added |
| Diversify Advisory Services, LLC | 4,663 | $686.5K | 0.03% | +1,406+43.2% | Added |
| Caption Management, LLC | 5,200 | $691.8K | 0.06% | −4,925−48.6% | Reduced |
| Diversified Trust Co | 5,208 | $692.8K | 0.02% | +31+0.6% | Added |
| Dorsey & Whitney Trust CO LLC | 5,214 | $693.6K | 0.04% | −519−9.1% | Reduced |
| Drake & Associates, LLC | 5,251 | $698.5K | 0.17% | +5,251 | New |
| Principal Street Partners, LLC | 5,284 | $702.9K | 0.07% | −132−2.4% | Reduced |
| Raiffeisen Bank International AG | 5,480 | $706.0K | 0.01% | −193−3.4% | Reduced |
| Samalin Investment Counsel, LLC | 5,310 | $706.4K | 0.27% | +378+7.7% | Added |
| Journey Strategic Wealth LLC | 5,362 | $713.3K | 0.02% | +5,362 | New |
| Guinness Asset Management LTD | 5,385 | $716.4K | 0.01% | +125+2.4% | Added |
| Strategy Asset Managers LLC | 5,401 | $718.5K | 0.13% | −1,524−22.0% | Reduced |
| David Loasby | 5,093 | $726.0K | 0.06% | +2,954+138.1% | Added |
| Tradition Wealth Management, LLC | 5,473 | $728.0K | 0.06% | +1,591+41.0% | Added |
| Sawgrass Asset Management LLC | 5,496 | $731.1K | 0.08% | −1,367−19.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,500 | $731.7K | 0.06% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 5,500 | $731.7K | 0.42% | +5,500 | New |
| Qtron Investments LLC | 5,503 | $732.1K | 0.09% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 5,592 | $743.9K | 0.01% | −491−8.1% | Reduced |
| Old Mission Capital LLC | 5,615 | $747.0K | 0.02% | +5,615 | New |
| RiverFront Investment Group, LLC | 5,618 | $747.4K | 0.01% | 00.0% | Unchanged |
| Stamos Capital Partners, L.P. | 5,620 | $747.6K | 0.13% | +2,217+65.1% | Added |
| Insigneo Advisory Services, LLC | 5,627 | $748.6K | 0.06% | −691−10.9% | Reduced |
| XML Financial, LLC | 5,657 | $752.6K | 0.07% | +811+16.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 5,696 | $757.8K | 0.02% | −26,195−82.1% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,699 | $758.1K | 0.04% | +1,450+34.1% | Added |
| Good Life Advisors, LLC | 5,741 | $763.8K | 0.05% | +4+0.1% | Added |
| United Bank | 5,777 | $768.5K | 0.29% | +5,777 | New |
| Welch & Forbes LLC | 5,781 | $769.0K | 0.01% | −61−1.0% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,933 | $789.3K | 0.28% | +351+6.3% | Added |
| Fusion Capital, LLC | 5,936 | $789.7K | 0.27% | +834+16.3% | Added |
| Spirepoint Private Client, LLC | 6,005 | $798.8K | 0.09% | −5−0.1% | Reduced |
| Perbak Capital Partners LLP | 6,025 | $801.5K | 0.18% | +6,025 | New |
| Firethorn Wealth Partners, LLC | 6,028 | $801.9K | 0.35% | −697−10.4% | Reduced |