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 |
|---|---|---|---|---|---|
| RiverPark Advisors, LLC | 16,278 | $2.17M | 1.33% | −744−4.4% | Reduced |
| Highland Capital Management, LLC | 16,340 | $2.17M | 0.12% | +4,823+41.9% | Added |
| SG Americas Securities, LLC | 16,372 | $2.18M | 0.01% | −11,745−41.8% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 16,400 | $2.18M | 0.34% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 16,441 | $2.19M | 0.09% | −76−0.5% | Reduced |
| Clearstead Advisors, LLC | 16,654 | $2.22M | 0.03% | −549−3.2% | Reduced |
| RDA Financial Network | 16,731 | $2.23M | 0.60% | +12,565+301.6% | Added |
| Independent Advisor Alliance | 16,911 | $2.25M | 0.06% | +410+2.5% | Added |
| Guggenheim Capital LLC | 17,045 | $2.27M | 0.02% | +270+1.6% | Added |
| LB Partners LLC | 17,100 | $2.27M | 1.45% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 17,166 | $2.28M | 0.05% | +7,110+70.7% | Added |
| Advisors Asset Management, Inc. | 17,217 | $2.29M | 0.04% | −6,716−28.1% | Reduced |
| Sone Capital Management, LLC | 17,365 | $2.31M | 0.21% | −97,553−84.9% | Reduced |
| Catalytic Wealth RIA, LLC | 17,395 | $2.31M | 0.19% | +17,395 | New |
| Cross Staff Investments Inc | 17,457 | $2.32M | 1.73% | +250+1.5% | Added |
| Franklin Street Advisors Inc | 17,547 | $2.33M | 0.14% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 17,781 | $2.37M | 0.08% | +15,746+773.8% | Added |
| Sanibel Captiva Trust Company, Inc. | 17,854 | $2.38M | 0.07% | +7,381+70.5% | Added |
| Independent Financial Group, LLC | 17,952 | $2.39M | 0.07% | +13,326+288.1% | Added |
| Equitable Holdings, Inc. | 17,974 | $2.39M | 0.02% | +1,067+6.3% | Added |
| Callan Family Office, LLC | 17,984 | $2.39M | 0.08% | +13,353+288.3% | Added |
| Ar Asset Management Inc | 18,000 | $2.40M | 0.53% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 18,017 | $2.40M | 0.09% | +3,432+23.5% | Added |
| Sava Infond d.o.o. | 18,045 | $2.40M | 0.38% | +2,500+16.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 18,124 | $2.41M | 0.01% | −2,716−13.0% | Reduced |
| Erste Asset Management GmbH | 18,069 | $2.42M | 0.02% | +18,069 | New |
| Iridian Asset Management LLC | 18,285 | $2.43M | 0.84% | −1,730−8.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 18,320 | $2.44M | 0.17% | −1,269−6.5% | Reduced |
| Lazard Asset Management LLC | 18,327 | $2.44M | 0.00% | −5,416−22.8% | Reduced |
| Arkadios Wealth Advisors | 18,330 | $2.44M | 0.07% | +541+3.0% | Added |
| Connable Office Inc | 18,642 | $2.48M | 0.25% | −38−0.2% | Reduced |
| Alerus Financial NA | 18,674 | $2.48M | 0.18% | +566+3.1% | Added |
| Prime Capital Investment Advisors, LLC | 18,760 | $2.50M | 0.03% | −11,330−37.7% | Reduced |
| Apollon Wealth Management, LLC | 18,885 | $2.51M | 0.05% | +1,806+10.6% | Added |
| JustInvest LLC | 18,997 | $2.53M | 0.03% | +6,607+53.3% | Added |
| Checchi Capital Advisers, LLC | 19,004 | $2.53M | 0.18% | −423−2.2% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 19,025 | $2.53M | 0.07% | +1,493+8.5% | Added |
| Summit Trail Advisors, LLC | 19,176 | $2.55M | 0.04% | +9,848+105.6% | Added |
| CIBC Private Wealth Group, LLC | 19,314 | $2.57M | 0.00% | +157+0.8% | Added |
| Wedbush Securities Inc | 19,843 | $2.64M | 0.09% | +220+1.1% | Added |
| MAI Capital Management | 19,858 | $2.64M | 0.02% | +420+2.2% | Added |
| Lee Danner & Bass Inc | 19,871 | $2.64M | 0.21% | +600+3.1% | Added |
| Wellington Shields Capital Management, LLC | 19,881 | $2.64M | 0.45% | +17,881+894.1% | Added |
| Longfellow Investment Management Co LLC | 19,882 | $2.64M | 0.65% | +19,882 | New |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 20,000 | $2.66M | 0.14% | 00.0% | Unchanged |
| Banco BTG Pactual S.A. | 20,239 | $2.69M | 0.55% | +2,739+15.7% | Added |
| Next Capital Management LLC | 20,273 | $2.70M | 1.00% | +2,886+16.6% | Added |
| Advisory Services Network, LLC | 18,479 | $2.71M | 0.04% | −1,761−8.7% | Reduced |
| Mission Wealth Management, LP | 20,528 | $2.73M | 0.06% | +40.0% | Added |
| Capstone Investment Advisors, LLC | 20,646 | $2.75M | 0.02% | −160,393−88.6% | Reduced |
| Financial Management Network Inc | 19,862 | $2.75M | 0.49% | +3,040+18.1% | Added |
| Banque Transatlantique SA | 20,000 | $2.78M | 0.08% | +3,000+17.6% | Added |
| Infrastructure Capital Advisors, LLC | 21,000 | $2.79M | 0.34% | +21,000 | New |
| Bokf, NA | 21,047 | $2.80M | 0.05% | +211+1.0% | Added |
| Worldquant Millennium Advisors LLC | 21,333 | $2.84M | 0.01% | +21,333 | New |
| NewEdge Wealth, LLC | 20,090 | $2.86M | 0.04% | −2,747−12.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 21,592 | $2.87M | 0.04% | +122+0.6% | Added |
| Cove Private Wealth, LLC | 21,688 | $2.89M | 1.02% | +12,127+126.8% | Added |
| Farther Finance Advisors, LLC | 21,791 | $2.90M | 0.06% | +7,070+48.0% | Added |
| Louisbourg Investments Inc. | 28,232 | $2.92M | 0.69% | +6,880+32.2% | Added |
| Capital Analysts, LLC | 21,976 | $2.92M | 0.10% | +30+0.1% | Added |
| Empowered Funds, LLC | 22,279 | $2.96M | 0.03% | +1,159+5.5% | Added |
| Southeast Asset Advisors Inc. | 22,425 | $2.98M | 0.35% | +68+0.3% | Added |
| Sierra Capital LLC | 22,490 | $2.99M | 0.35% | 00.0% | Unchanged |
| Regions Financial Corp | 22,528 | $3.00M | 0.02% | +1,402+6.6% | Added |
| Avantax Advisory Services, Inc. | 23,000 | $3.06M | 0.02% | −1,779−7.2% | Reduced |
| Park Avenue Securities LLC | 23,198 | $3.09M | 0.03% | +1,633+7.6% | Added |
| AG2R la Mondiale Gestion D'Actifs | 23,318 | $3.10M | 0.16% | 00.0% | Unchanged |
| Capital International Ltd | 23,407 | $3.11M | 0.12% | +23,407 | New |
| First Interstate Bank | 23,417 | $3.12M | 0.18% | +23,417 | New |
| Sit Investment Associates Inc | 23,625 | $3.14M | 0.07% | −925−3.8% | Reduced |
| Sequoia Financial Advisors, LLC | 23,958 | $3.19M | 0.02% | +1,131+5.0% | Added |
| Tokio Marine Asset Management Co Ltd | 24,165 | $3.21M | 0.12% | +1,718+7.7% | Added |
| Pensionmark Financial Group, LLC | 24,172 | $3.22M | 0.07% | +2,520+11.6% | Added |
| Davidson Kahn Capital Management, LLC | 24,360 | $3.24M | 2.08% | +2,729+12.6% | Added |
| Omers Administration Corp | 24,393 | $3.25M | 0.03% | 00.0% | Unchanged |
| Palestra Capital Management LLC | 24,400 | $3.25M | 0.10% | +24,400 | New |
| MONECO Advisors, LLC | 24,492 | $3.26M | 0.30% | −752−3.0% | Reduced |
| Investment Management Corp of Ontario | 24,643 | $3.28M | 0.05% | −2,400−8.9% | Reduced |
| Warren Averett Asset Management, LLC | 24,866 | $3.31M | 0.04% | +172+0.7% | Added |
| Tower Research Capital LLC (TRC) | 25,290 | $3.36M | 0.09% | +422+1.7% | Added |
| Equitable Trust Co | 25,368 | $3.37M | 0.17% | −798−3.0% | Reduced |
| Fortitude Family Office, LLC | 25,564 | $3.40M | 1.13% | −52−0.2% | Reduced |
| Bryn Mawr Trust Co | 25,591 | $3.40M | 0.06% | +2,594+11.3% | Added |
| Siemens Fonds Invest GmbH | 25,701 | $3.42M | 0.20% | +268+1.1% | Added |
| Fieldview Capital Management, LLC | 25,845 | $3.44M | 0.52% | +25,845 | New |
| Shikiar Asset Management Inc | 25,907 | $3.45M | 0.96% | +25,907 | New |
| Ingalls & Snyder LLC | 26,068 | $3.47M | 0.12% | −4,456−14.6% | Reduced |
| Barr E S & Co | 26,075 | $3.47M | 0.20% | −300−1.1% | Reduced |
| D. E. Shaw & Co., Inc. | 26,089 | $3.47M | 0.00% | +4,189+19.1% | Added |
| Wesbanco Bank Inc | 26,130 | $3.48M | 0.10% | +1,000+4.0% | Added |
| SummitTX Capital, L.P. | 26,236 | $3.49M | 0.15% | +3,849+17.2% | Added |
| J.W. Cole Advisors, Inc. | 26,240 | $3.49M | 0.07% | +2,073+8.6% | Added |
| Jackson Square Partners, LLC | 26,772 | $3.56M | 1.32% | −3,984−13.0% | Reduced |
| Crossmark Global Holdings, Inc. | 27,004 | $3.59M | 0.06% | +1,099+4.2% | Added |
| Rational Advisors LLC | 27,150 | $3.61M | 0.36% | +5,000+22.6% | Added |
| Mycio Wealth Partners, LLC | 27,650 | $3.68M | 0.85% | +27,650 | New |
| Principal Securities, Inc. | 28,016 | $3.73M | 0.07% | +2,059+7.9% | Added |
| Citizens Financial Group Inc | 28,023 | $3.73M | 0.06% | +2,376+9.3% | Added |
| M&T Bank Corp | 28,036 | $3.73M | 0.01% | +1,527+5.8% | Added |