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 |
|---|---|---|---|---|---|
| Red Door Wealth Management, LLC | 6,102 | $811.7K | 0.10% | +980+19.1% | Added |
| National Asset Management, Inc. | 6,146 | $817.6K | 0.04% | −10,270−62.6% | Reduced |
| Premier Path Wealth Partners, LLC | 6,186 | $822.9K | 0.11% | +1,113+21.9% | Added |
| Keel Point, LLC | 6,195 | $824.1K | 0.05% | +540+9.5% | Added |
| Umb Bank N A | 6,228 | $828.5K | 0.01% | −6,177−49.8% | Reduced |
| Diligent Investors, LLC | 6,230 | $828.7K | 0.20% | +10.0% | Added |
| Ritholtz Wealth Management | 6,236 | $829.6K | 0.02% | +1,834+41.7% | Added |
| Winslow Capital Management, LLC | 6,239 | $830.0K | 0.00% | −2,515,044−99.8% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,273 | $834.6K | 0.19% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 6,327 | $841.8K | 0.01% | +1,640+35.0% | Added |
| One Capital Management, LLC | 6,342 | $843.7K | 0.03% | −10.0% | Reduced |
| Western Financial Corp | 6,350 | $844.7K | 0.45% | −45−0.7% | Reduced |
| Marsico Capital Management LLC | 6,394 | $850.6K | 0.02% | −373,028−98.3% | Reduced |
| Concurrent Investment Advisors, LLC | 6,414 | $853.3K | 0.02% | −3,675−36.4% | Reduced |
| Allworth Financial LP | 6,415 | $853.4K | 0.00% | +1,272+24.7% | Added |
| Ameritas Investment Partners, Inc. | 6,431 | $855.5K | 0.03% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 6,530 | $869.0K | 0.06% | −1,495−18.6% | Reduced |
| Wedmont Private Capital | 6,258 | $871.3K | 0.04% | +793+14.5% | Added |
| Cigna Investments Inc | 6,593 | $877.0K | 0.15% | −125−1.9% | Reduced |
| Mainstay Capital Management LLC | 6,594 | $877.2K | 0.04% | +3,446+109.5% | Added |
| Old National Bancorp | 6,605 | $878.7K | 0.02% | +279+4.4% | Added |
| JTC Employer Solutions Trusteee Ltd | 6,657 | $885.0K | 0.08% | +2,113+46.5% | Added |
| TFB Advisors LLC | 6,707 | $892.3K | 0.23% | +326+5.1% | Added |
| Moloney Securities Asset Management, LLC | 6,726 | $894.8K | 0.11% | +10.0% | Added |
| Greenleaf Trust | 6,733 | $895.7K | 0.01% | −265−3.8% | Reduced |
| Glenview Trust Co | 6,740 | $896.6K | 0.02% | +271+4.2% | Added |
| Fortress Wealth Group, LLC | 6,185 | $897.6K | 0.42% | +203+3.4% | Added |
| Islay Capital Management, LLC | 6,786 | $902.7K | 0.58% | +268+4.1% | Added |
| Dogwood Wealth Management LLC | 6,599 | $910.3K | 0.44% | +6,593+109,883.3% | Added |
| Douglas Lane & Associates, LLC | 6,944 | $923.8K | 0.01% | −27−0.4% | Reduced |
| Kesler, Norman & Wride, LLC | 6,975 | $927.9K | 0.16% | −347−4.7% | Reduced |
| Mosaic Financial Group, LLC | 7,000 | $931.0K | 0.71% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 7,014 | $933.1K | 0.04% | −419−5.6% | Reduced |
| Ethic Inc. | 7,078 | $950.5K | 0.02% | +888+14.3% | Added |
| Visionary Wealth Advisors | 7,180 | $955.1K | 0.05% | +311+4.5% | Added |
| Yorktown Management & Research Co Inc | 7,200 | $957.8K | 0.91% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 7,250 | $964.5K | 0.17% | −270−3.6% | Reduced |
| We Are One Seven, LLC | 7,262 | $966.1K | 0.03% | +11+0.2% | Added |
| Sage Rhino Capital LLC | 7,263 | $966.2K | 0.20% | −755−9.4% | Reduced |
| Coldstream Capital Management Inc | 7,282 | $968.8K | 0.02% | +1,162+19.0% | Added |
| DRW Securities, LLC | 7,398 | $984.2K | 0.07% | −15,227−67.3% | Reduced |
| Verition Fund Management LLC | 7,413 | $986.2K | 0.01% | −17,213−69.9% | Reduced |
| Transcend Wealth Collective, LLC | 7,417 | $986.7K | 0.08% | +561+8.2% | Added |
| Moors & Cabot, Inc. | 7,429 | $988.3K | 0.05% | +75+1.0% | Added |
| Waterway Wealth Management, LLC | 7,530 | $1.00M | 0.30% | +7,530 | New |
| Financial Engines Advisors L.L.C. | 7,534 | $1.00M | 0.00% | +7,534 | New |
| Davenport & Co LLC | 7,546 | $1.00M | 0.01% | −3,825−33.6% | Reduced |
| Nalls Sherbakoff Group, LLC | 7,591 | $1.01M | 0.74% | 00.0% | Unchanged |
| Coastline Trust Co | 7,659 | $1.02M | 0.12% | −25,884−77.2% | Reduced |
| Gridiron Partners, LLC | 7,716 | $1.03M | 0.64% | 00.0% | Unchanged |
| First Bank & Trust | 7,725 | $1.03M | 0.18% | +303+4.1% | Added |
| MJP Associates Inc | 7,738 | $1.03M | 0.15% | −421−5.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,745 | $1.03M | 0.04% | −132−1.7% | Reduced |
| Trust Asset Management LLC | 7,763 | $1.03M | 0.08% | 00.0% | Unchanged |
| Winton Group Ltd | 7,788 | $1.04M | 0.05% | +7,788 | New |
| James J. Burns & Company, LLC | 7,800 | $1.04M | 0.17% | −727−8.5% | Reduced |
| Dynamic Advisor Solutions LLC | 7,814 | $1.04M | 0.03% | +205+2.7% | Added |
| Corsair Capital Management, L.P. | 7,832 | $1.04M | 0.20% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 7,835 | $1.04M | 0.36% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 7,854 | $1.04M | 0.26% | +2,650+50.9% | Added |
| Jaffetilchin Investment Partners, LLC | 8,017 | $1.07M | 0.07% | +8,017 | New |
| Valeo Financial Advisors, LLC | 8,066 | $1.07M | 0.03% | +990+14.0% | Added |
| Aquatic Capital Management LLC | 8,090 | $1.08M | 0.02% | +8,090 | New |
| Guidance Capital, Inc | 7,555 | $1.08M | 0.31% | +380+5.3% | Added |
| Sagespring Wealth Partners, LLC | 8,143 | $1.08M | 0.02% | +2,472+43.6% | Added |
| Centaurus Financial, Inc. | 8,160 | $1.09M | 0.06% | +1,726+26.8% | Added |
| Signaturefd, LLC | 8,229 | $1.09M | 0.02% | +309+3.9% | Added |
| Central Pacific Bank - Trust Division | 8,230 | $1.09M | 0.14% | +190+2.4% | Added |
| Canandaigua National Bank & Trust Co | 8,242 | $1.10M | 0.10% | −117−1.4% | Reduced |
| TownSquare Capital, LLC | 8,247 | $1.10M | 0.11% | −15,731−65.6% | Reduced |
| Uniting Wealth Partners, LLC | 8,300 | $1.10M | 0.43% | 00.0% | Unchanged |
| Capital Counsel LLC | 8,351 | $1.11M | 0.05% | −1,888−18.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 8,360 | $1.11M | 0.04% | −1,042−11.1% | Reduced |
| VELA Investment Management, LLC | 8,360 | $1.11M | 0.33% | +6,351+316.1% | Added |
| Profund Advisors LLC | 8,426 | $1.12M | 0.04% | −979−10.4% | Reduced |
| D.A. Davidson & Co. | 8,439 | $1.12M | 0.01% | −419−4.7% | Reduced |
| Money Concepts Capital Corp | 8,449 | $1.12M | 0.08% | +2,580+44.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 8,541 | $1.14M | 0.21% | +920+12.1% | Added |
| Smith Shellnut Wilson LLC | 8,543 | $1.14M | 0.49% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 8,596 | $1.14M | 0.06% | +626+7.9% | Added |
| Fiduciary Group LLC | 8,600 | $1.14M | 0.11% | −100−1.1% | Reduced |
| Kraematon Investment Advisors, Inc | 8,621 | $1.15M | 1.08% | −268−3.0% | Reduced |
| Benjamin Edwards Inc | 8,687 | $1.16M | 0.01% | +1,873+27.5% | Added |
| Glenmede Investment Management, LP | 8,724 | $1.16M | 0.01% | +8,724 | New |
| Darwin Advisors, LLC | 8,798 | $1.17M | 0.41% | +1,415+19.2% | Added |
| Private Advisory Group LLC | 8,844 | $1.18M | 0.11% | +1,111+14.4% | Added |
| StoneX Group Inc. | 8,870 | $1.18M | 0.06% | −1,969−18.2% | Reduced |
| E&G Advisors, LP | 8,920 | $1.19M | 0.31% | +220+2.5% | Added |
| Allianz SE | 8,960 | $1.19M | 0.03% | −3,055−25.4% | Reduced |
| Zions Bancorporation, National Association | 8,976 | $1.19M | 0.06% | −1,392−13.4% | Reduced |
| Kestra Private Wealth Services, LLC | 9,134 | $1.22M | 0.02% | −287−3.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 9,264 | $1.23M | 0.02% | −3,641−28.2% | Reduced |
| Consilium Wealth Advisory, LLC | 9,301 | $1.24M | 0.52% | +4,855+109.2% | Added |
| Beaumont Financial Advisors, LLC | 9,383 | $1.25M | 0.09% | +69+0.7% | Added |
| Aries Wealth Management | 9,404 | $1.25M | 0.33% | 00.0% | Unchanged |
| GAM Holding AG | 9,553 | $1.27M | 0.09% | +9,553 | New |
| Snowden Capital Advisors LLC | 9,555 | $1.27M | 0.04% | +30+0.3% | Added |
| GM Advisory Group, Inc. | 9,561 | $1.27M | 0.06% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 9,640 | $1.28M | 0.17% | +687+7.7% | Added |
| Ieq Capital, LLC | 9,671 | $1.29M | 0.01% | −51,963−84.3% | Reduced |