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 |
|---|---|---|---|---|---|
| Fidelis Capital Partners, LLC | 8,906 | $1.29M | 0.12% | +3,009+51.0% | Added |
| CWM, LLC | 9,698 | $1.29M | 0.00% | +711+7.9% | Added |
| RW Investment Management LLC | 9,762 | $1.30M | 0.14% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 9,788 | $1.30M | 0.07% | +651+7.1% | Added |
| Quadrant Capital Group LLC | 9,826 | $1.31M | 0.05% | +4,779+94.7% | Added |
| Atomi Financial Group, Inc. | 9,884 | $1.31M | 0.05% | +1,491+17.8% | Added |
| Vise Technologies, Inc. | 9,937 | $1.32M | 0.05% | +9,937 | New |
| CenterBook Partners LP | 9,987 | $1.33M | 0.07% | −1,234−11.0% | Reduced |
| Forum Financial Management, LP | 9,998 | $1.33M | 0.02% | +409+4.3% | Added |
| Whitebox Advisors LLC | 10,000 | $1.33M | 0.04% | −40,000−80.0% | Reduced |
| Pacific Capital Partners Ltd | 10,000 | $1.33M | 1.25% | −5,000−33.3% | Reduced |
| Golden State Equity Partners | 10,033 | $1.33M | 0.25% | +4,263+73.9% | Added |
| Sterling Capital Management LLC | 10,038 | $1.34M | 0.02% | +943+10.4% | Added |
| WESPAC Advisors SoCal, LLC | 10,106 | $1.34M | 0.30% | +3,940+63.9% | Added |
| Clear Harbor Asset Management, LLC | 10,125 | $1.35M | 0.10% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 10,158 | $1.35M | 0.03% | +779+8.3% | Added |
| BNP Paribas | 10,162 | $1.35M | 0.04% | +515+5.3% | Added |
| Beacon Pointe Advisors, LLC | 10,214 | $1.36M | 0.01% | +30+0.3% | Added |
| Global Retirement Partners, LLC | 10,285 | $1.37M | 0.03% | +10,285 | New |
| Advisor OS, LLC | 10,314 | $1.37M | 0.14% | −1,095−9.6% | Reduced |
| Illinois Municipal Retirement Fund | 10,339 | $1.38M | 0.02% | −418−3.9% | Reduced |
| Integrated Investment Consultants, LLC | 10,410 | $1.38M | 0.27% | +4,631+80.1% | Added |
| Dark Forest Capital Management LP | 10,427 | $1.39M | 0.06% | +8,133+354.5% | Added |
| Hunting Hill Global Capital, LLC | 10,471 | $1.39M | 0.75% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 10,516 | $1.40M | 0.08% | +131+1.3% | Added |
| Silvant Capital Management LLC | 10,531 | $1.40M | 0.05% | 00.0% | Unchanged |
| Wernau Asset Management Inc. | 10,651 | $1.42M | 1.60% | −2,023−16.0% | Reduced |
| Steadtrust LLC | 10,800 | $1.44M | 1.13% | +10,800 | New |
| Northeast Investment Management | 10,833 | $1.44M | 0.06% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,903 | $1.45M | 0.16% | −1,077−9.0% | Reduced |
| Element Pointe Advisors, LLC | 10,928 | $1.45M | 0.35% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 10,966 | $1.46M | 0.61% | +12+0.1% | Added |
| Spire Wealth Management | 11,080 | $1.47M | 0.05% | −621−5.3% | Reduced |
| Wealthcare Advisory Partners LLC | 11,117 | $1.48M | 0.03% | +91+0.8% | Added |
| Westover Capital Advisors, LLC | 11,130 | $1.48M | 0.30% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 11,060 | $1.49M | 0.04% | +1,990+21.9% | Added |
| Mutual Advisors, LLC | 9,798 | $1.49M | 0.04% | +436+4.7% | Added |
| Canada Post Corp Registered Pension Plan | 11,220 | $1.49M | 0.09% | +11,220 | New |
| Icapital Wealth LLC | 11,305 | $1.50M | 0.85% | +3,584+46.4% | Added |
| Intech Investment Management LLC | 11,364 | $1.51M | 0.01% | −3,445−23.3% | Reduced |
| AlTi Global, Inc. | 11,353 | $1.52M | 0.04% | +58+0.5% | Added |
| Fukoku Mutual Life Insurance Co | 11,463 | $1.52M | 0.10% | +8,300+262.4% | Added |
| RFG Advisory, LLC | 11,536 | $1.53M | 0.04% | +427+3.8% | Added |
| Avalon Trust Co | 11,810 | $1.57M | 0.11% | −1,000−7.8% | Reduced |
| Meketa Investment Group Inc | 12,165 | $1.62M | 4.90% | −30,794−71.7% | Reduced |
| Virtus Investment Advisers, Inc. | 12,195 | $1.62M | 0.55% | +12,195 | New |
| Guardian Investment Management | 12,225 | $1.63M | 1.68% | −150−1.2% | Reduced |
| Chemistry Wealth Management LLC | 12,239 | $1.63M | 0.35% | +90+0.7% | Added |
| Riverpark Capital Management LLC | 12,284 | $1.63M | 2.65% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 12,295 | $1.64M | 0.10% | +2,320+23.3% | Added |
| Tudor Investment Corp Et Al | 12,361 | $1.64M | 0.01% | −264,639−95.5% | Reduced |
| Level Four Advisory Services, LLC | 12,572 | $1.67M | 0.06% | −1,763−12.3% | Reduced |
| Everence Capital Management Inc | 12,660 | $1.68M | 0.11% | −2,560−16.8% | Reduced |
| Northwest & Ethical Investments L.P. | 12,645 | $1.70M | 0.04% | +1,400+12.4% | Added |
| Greenline Partners, LLC | 12,783 | $1.70M | 0.23% | +12,783 | New |
| IHT Wealth Management, LLC | 12,813 | $1.70M | 0.05% | +202+1.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,816 | $1.71M | 0.02% | −1,825−12.5% | Reduced |
| Duncan Williams Asset Management, LLC | 12,842 | $1.71M | 0.54% | +1,806+16.4% | Added |
| Runnymede Capital Advisors, Inc. | 12,868 | $1.71M | 1.58% | +251+2.0% | Added |
| Horizon Investments, LLC | 12,896 | $1.71M | 0.03% | +1,846+16.7% | Added |
| Dakota Wealth Management | 12,903 | $1.72M | 0.04% | −375−2.8% | Reduced |
| GAMMA Investing LLC | 12,908 | $1.72M | 0.11% | +2,911+29.1% | Added |
| Wetherby Asset Management Inc | 12,976 | $1.73M | 0.08% | +12,976 | New |
| Vestcor Inc | 13,145 | $1.75M | 0.05% | +923+7.6% | Added |
| Walter & Keenan Financial Consulting Co | 13,312 | $1.77M | 0.51% | +30.0% | Added |
| Commerce Bank | 13,344 | $1.78M | 0.01% | −318−2.3% | Reduced |
| CWA Asset Management Group, LLC | 13,440 | $1.79M | 0.08% | −1,628−10.8% | Reduced |
| Moody National Bank Trust Division | 13,456 | $1.79M | 0.16% | +16+0.1% | Added |
| Fulton Bank, N.A. | 13,507 | $1.80M | 0.07% | −2,368−14.9% | Reduced |
| TFR Capital, LLC. | 13,571 | $1.81M | 0.65% | +350+2.6% | Added |
| First National Bank Sioux Falls | 13,674 | $1.82M | 0.67% | −214−1.5% | Reduced |
| Grange Capital, LLC | 13,740 | $1.83M | 1.91% | +2,532+22.6% | Added |
| HBK Sorce Advisory LLC | 13,914 | $1.85M | 0.05% | 00.0% | Unchanged |
| Choate Investment Advisors | 13,961 | $1.86M | 0.04% | +50.0% | Added |
| United Asset Strategies, Inc. | 14,074 | $1.87M | 0.16% | +2,556+22.2% | Added |
| Synovus Financial Corp | 14,222 | $1.89M | 0.02% | −11,423−44.5% | Reduced |
| PenderFund Capital Management Ltd. | 14,720 | $1.96M | 0.46% | +1,800+13.9% | Added |
| Cushing Capital Partners, LLC | 14,766 | $1.96M | 1.66% | −272−1.8% | Reduced |
| Denali Advisors LLC | 14,769 | $1.96M | 0.20% | −2,771−15.8% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 14,827 | $1.97M | 0.36% | 00.0% | Unchanged |
| IFC Advisors LLC | 14,849 | $1.98M | 0.37% | −31−0.2% | Reduced |
| Advisors Preferred, LLC | 15,000 | $1.99M | 0.33% | +15,000 | New |
| RSM US Wealth Management LLC | 14,962 | $1.99M | 0.03% | −481−3.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,000 | $2.00M | 0.02% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 15,001 | $2.00M | 0.17% | +3,052+25.5% | Added |
| Essex Financial Services, Inc. | 15,022 | $2.00M | 0.13% | +20.0% | Added |
| Resources Investment Advisors, LLC. | 15,238 | $2.03M | 0.02% | +1,442+10.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 15,383 | $2.05M | 0.10% | −135−0.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 15,397 | $2.05M | 0.01% | +6,991+83.2% | Added |
| Itau Unibanco Holding S.A. | 15,599 | $2.08M | 0.08% | −3,315−17.5% | Reduced |
| Zhang Financial LLC | 15,740 | $2.09M | 0.10% | +408+2.7% | Added |
| Venture Visionary Partners LLC | 15,792 | $2.10M | 0.08% | −576−3.5% | Reduced |
| Leonteq Securities AG | 15,800 | $2.10M | 0.12% | −4,705−22.9% | Reduced |
| Bradley Foster & Sargent Inc | 15,846 | $2.11M | 0.03% | −373−2.3% | Reduced |
| Lansing Street Advisors | 15,800 | $2.11M | 0.63% | +22+0.1% | Added |
| Teton Advisors, Inc. | 16,000 | $2.13M | 1.30% | −2,000−11.1% | Reduced |
| Generali Asset Management SPA SGR | 16,053 | $2.14M | 0.05% | −2,811−14.9% | Reduced |
| Laurion Capital Management LP | 16,084 | $2.14M | 0.25% | +16,084 | New |
| Lynx Capital Group Ltd | 16,107 | $2.14M | 1.03% | +5,000+45.0% | Added |
| Private Advisor Group, LLC | 16,150 | $2.15M | 0.01% | −537−3.2% | Reduced |