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 |
|---|---|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | 2,867 | $381.4K | 0.01% | −26−0.9% | Reduced |
| Vicus Capital | 2,862 | $380.7K | 0.03% | +613+27.3% | Added |
| Systematic Alpha Investments, LLC | 2,860 | $380.5K | 0.01% | 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 |
| LFA - Lugano Financial Advisors SA | 2,850 | $379.1K | 0.22% | 00.0% | Unchanged |
| BlueStem Wealth Partners, LLC | 2,843 | $378.2K | 0.05% | −259−8.3% | Reduced |
| Argent Trust Co | 2,839 | $377.7K | 0.01% | −835−22.7% | Reduced |
| Essex Savings Bank | 2,833 | $376.9K | 0.09% | −184−6.1% | Reduced |
| Ballast, Inc. | 2,822 | $375.4K | 0.10% | −83−2.9% | Reduced |
| Childress Capital Advisors, LLC | 2,821 | $375.3K | 0.09% | +120+4.4% | Added |
| Cumberland Partners Ltd | 2,815 | $374.5K | 0.03% | −60−2.1% | Reduced |
| Peapack Gladstone Financial Corp | 2,804 | $373.0K | 0.01% | −74−2.6% | 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 |
| Advisors Capital Management, LLC | 2,782 | $370.2K | 0.01% | −14−0.5% | Reduced |
| Ostrum Asset Management | 2,773 | $368.9K | 0.02% | −80−2.8% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,767 | $368.1K | 0.03% | +300+12.2% | Added |
| Parsonex Advisory Services, Inc. | 2,764 | $367.7K | 0.31% | +2,764 | New |
| Mayflower Financial Advisors, LLC | 2,762 | $367.4K | 0.05% | −7−0.3% | Reduced |
| Marex Group plc | 2,755 | $366.5K | 0.01% | −17,020−86.1% | Reduced |
| NFP Retirement, Inc. | 2,748 | $365.6K | 0.02% | +2,748 | New |
| North Capital, Inc. | 2,744 | $365.0K | 0.31% | −6−0.2% | Reduced |
| Virtus Family Office LLC | 2,738 | $364.2K | 0.47% | +706+34.7% | Added |
| Skopos Labs, Inc. | 2,721 | $361.9K | 0.05% | +776+39.9% | Added |
| Brown Brothers Harriman & Co | 2,718 | $361.6K | 0.00% | +1,127+70.8% | Added |
| Norden Group LLC | 2,677 | $356.2K | 0.04% | +366+15.8% | Added |
| Renaissance Group LLC | 2,675 | $355.8K | 0.01% | −204,043−98.7% | Reduced |
| Quotient Wealth Partners, LLC | 2,668 | $354.9K | 0.01% | +469+21.3% | Added |
| Smartleaf Asset Management LLC | 2,630 | $353.2K | 0.03% | −521−16.5% | Reduced |
| Change Path, LLC | 2,647 | $352.2K | 0.01% | +32+1.2% | Added |
| Washington Trust Bank | 2,644 | $351.7K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,636 | $350.7K | 0.06% | +10.0% | Added |
| Banco Santander, S.A. | 2,633 | $350.3K | 0.00% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 2,630 | $349.9K | 0.06% | 00.0% | Unchanged |
| Middleton & Co Inc | 2,622 | $348.8K | 0.04% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 2,618 | $348.3K | 0.01% | −55,263−95.5% | Reduced |
| Camden Capital, LLC | 2,615 | $347.9K | 0.03% | −248−8.7% | Reduced |
| Peak Planning Group, LLC | 2,603 | $346.2K | 0.22% | −275−9.6% | Reduced |
| SRS Capital Advisors, Inc. | 2,602 | $346.2K | 0.02% | +65+2.6% | Added |
| Klingman & Associates, LLC | 2,602 | $346.1K | 0.02% | +2,602 | New |
| Evercore Wealth Management, LLC | 2,602 | $346.1K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,600 | $346.0K | 0.02% | +5+0.2% | Added |
| Aspen Grove Capital, LLC | 2,578 | $343.1K | 0.06% | −400−13.4% | Reduced |
| GTS Securities LLC | 2,572 | $342.2K | 0.02% | −2,337−47.6% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 2,545 | $338.6K | 0.10% | −949−27.2% | Reduced |
| Frank, Rimerman Advisors LLC | 2,530 | $336.6K | 0.02% | −534−17.4% | Reduced |
| Partners Capital Investment Group, LLP | 2,529 | $336.4K | 0.01% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 2,500 | $332.6K | 0.02% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 2,470 | $331.7K | 0.01% | −6,710−73.1% | Reduced |
| West Wealth Group, LLC | 2,277 | $329.2K | 0.08% | −51−2.2% | Reduced |
| Ssi Investment Management LLC | 2,474 | $329.1K | 0.02% | −1,221−33.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 2,470 | $329.0K | 0.04% | −8,600−77.7% | Reduced |
| Freestone Capital Holdings, LLC | 2,471 | $328.8K | 0.01% | +37+1.5% | Added |
| Ascent Group, LLC | 2,454 | $326.5K | 0.01% | +15+0.6% | Added |
| V-Square Quantitative Management LLC | 2,452 | $326.2K | 0.04% | −3,787−60.7% | Reduced |
| Wealth Management Associates, Inc. | 2,433 | $323.7K | 0.13% | +432+21.6% | Added |
| Procyon Private Wealth Partners, LLC | 2,429 | $323.1K | 0.03% | −22,222−90.1% | Reduced |
| Northwest Bancshares, Inc. | 2,425 | $322.6K | 0.06% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 2,403 | $319.7K | 0.05% | −11−0.5% | Reduced |
| Banque Pictet & Cie SA | 2,400 | $319.3K | 0.00% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 2,398 | $319.0K | 0.04% | +2,398 | New |
| Sand Hill Global Advisors, LLC | 2,381 | $316.7K | 0.01% | 00.0% | Unchanged |
| Foundations Investment Advisors, LLC | 2,380 | $316.6K | 0.00% | +84+3.7% | Added |
| TFC Financial Management | 2,370 | $315.3K | 0.04% | −19−0.8% | Reduced |
| Steel Peak Wealth Management LLC | 2,370 | $315.3K | 0.01% | +20+0.9% | Added |
| Drive Wealth Management, LLC | 2,362 | $314.2K | 0.07% | +12+0.5% | Added |
| Wealthspire Advisors, LLC | 2,361 | $314.1K | 0.00% | −896−27.5% | Reduced |
| Objective Capital Management, LLC | 2,354 | $313.1K | 0.35% | +10.0% | Added |
| Roundview Capital LLC | 2,344 | $311.8K | 0.02% | +2+0.1% | Added |
| Leo Wealth, LLC | 2,341 | $311.4K | 0.02% | −662−22.0% | Reduced |
| WealthPLAN Partners, LLC | 2,330 | $310.0K | 0.05% | −81−3.4% | Reduced |
| Cypress Point Wealth Management, LLC | 2,325 | $309.3K | 0.08% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 2,315 | $308.0K | 0.04% | +178+8.3% | Added |
| CX Institutional | 2,317 | $308.0K | 0.01% | +945+68.9% | Added |
| Pring Turner Capital Group Inc | 2,315 | $308.0K | 0.20% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 2,019 | $307.2K | 0.06% | +2,019 | New |
| Connecticut Wealth Management, LLC | 2,301 | $306.1K | 0.01% | 00.0% | Unchanged |
| JSF Financial, LLC | 2,274 | $302.6K | 0.07% | +42+1.9% | Added |
| Souders Financial Advisors | 2,257 | $300.3K | 0.04% | +2,257 | New |
| Congress Park Capital LLC | 2,250 | $299.3K | 0.10% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 2,249 | $299.2K | 0.02% | −4,050−64.3% | Reduced |
| PDS Planning, Inc | 2,247 | $298.9K | 0.02% | +2,247 | New |
| Groupama Asset Managment | 2,220 | $298.1K | 0.00% | −210−8.6% | Reduced |
| Founders Financial Alliance, LLC | 2,235 | $297.3K | 0.07% | +50+2.3% | Added |
| Shepherd Financial Partners LLC | 2,229 | $296.5K | 0.03% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 2,201 | $292.8K | 0.03% | −504−18.6% | Reduced |
| Berbice Capital Management LLC | 2,200 | $292.7K | 0.21% | +75+3.5% | Added |
| Sentry Investment Management LLC | 2,100 | $290.0K | 0.16% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 2,175 | $289.3K | 0.02% | +2,175 | New |
| Keystone Financial Group | 2,163 | $287.8K | 0.03% | −2−0.1% | Reduced |
| Fisher Asset Management, LLC | 2,132 | $283.7K | 0.00% | +240+12.7% | Added |
| Nemes Rush Group LLC | 2,125 | $282.7K | 0.03% | +577+37.3% | Added |
| Banque de Luxembourg S.A. | 2,444 | $282.6K | 0.16% | 00.0% | Unchanged |
| First National Trust Co | 2,123 | $282.4K | 0.01% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 2,112 | $281.0K | 0.06% | −30,332−93.5% | Reduced |
| 44 Wealth Management LLC | 2,111 | $280.8K | 0.10% | −48−2.2% | Reduced |
| Great Lakes Advisors, LLC | 2,108 | $280.4K | 0.00% | −986−31.9% | Reduced |
| Meadow Creek Wealth Advisors LLC | 2,107 | $280.3K | 0.19% | −400−16.0% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 2,106 | $280.2K | 0.03% | +2,106 | New |