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 |
|---|---|---|---|---|---|
| Ocean Capital Management, LLC | 2,104 | $279.9K | 0.06% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 2,100 | $279.0K | 0.14% | 00.0% | Unchanged |
| PFG Advisors | 2,087 | $277.6K | 0.01% | +16+0.8% | Added |
| Sivia Capital Partners, LLC | 2,050 | $272.7K | 0.09% | +237+13.1% | Added |
| Ausdal Financial Partners, Inc. | 2,043 | $271.8K | 0.02% | −20−1.0% | Reduced |
| Stock Yards Bank & Trust Co | 2,031 | $270.2K | 0.01% | +31+1.6% | Added |
| Calamos Wealth Management LLC | 2,017 | $268.3K | 0.01% | +171+9.3% | Added |
| Orrstown Financial Services Inc | 2,016 | $268.2K | 0.06% | +2,016 | New |
| Enclave Advisors LLC | 2,015 | $268.1K | 0.04% | +2,015 | New |
| Rosenberg Matthew Hamilton | 2,012 | $267.7K | 0.06% | +840+71.7% | Added |
| Man Group plc | 2,007 | $267.0K | 0.00% | −938−31.9% | Reduced |
| Fairview Capital Investment Management, LLC | 2,001 | $266.3K | 0.01% | 00.0% | Unchanged |
| Emprise Bank | 2,000 | $266.1K | 0.13% | −2,681−57.3% | Reduced |
| Avantax Planning Partners, Inc. | 2,000 | $266.1K | 0.01% | −79−3.8% | Reduced |
| Benin Management CORP | 2,000 | $266.1K | 0.07% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $266.1K | 0.04% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 2,000 | $266.1K | 0.17% | 00.0% | Unchanged |
| Granite FO LLC | 2,000 | $266.1K | 0.15% | 00.0% | Unchanged |
| Ionic Capital Management LLC | 2,000 | $266.1K | 0.30% | +2,000 | New |
| MUFG Securities EMEA plc | 2,000 | $266.1K | 0.01% | +2,000 | New |
| Opinicus Capital, Inc. | 1,994 | $265.3K | 0.20% | +1,994 | New |
| Integris Wealth Management, LLC | 1,985 | $264.1K | 0.07% | +2+0.1% | Added |
| Carmel Capital Partners, LLC | 1,983 | $263.8K | 0.09% | +216+12.2% | Added |
| FFT Wealth Management LLC | 1,855 | $263.8K | 0.05% | +1,855 | New |
| NorthCrest Asset Manangement, LLC | 1,890 | $261.9K | 0.01% | +1,890 | New |
| Covenant Asset Management, LLC | 1,956 | $260.2K | 0.05% | −29,823−93.8% | Reduced |
| Mullaney, Keating & Wright, Inc. | 1,953 | $259.8K | 0.17% | +7+0.4% | Added |
| Avestar Capital, LLC | 1,949 | $259.3K | 0.02% | −25−1.3% | Reduced |
| Soltis Investment Advisors LLC | 1,948 | $259.2K | 0.02% | +95+5.1% | Added |
| GPS Wealth Strategies Group, LLC | 1,943 | $258.5K | 0.03% | +2+0.1% | Added |
| Moneta Group Investment Advisors LLC | 1,938 | $257.8K | 0.00% | −551−22.1% | Reduced |
| Prelude Capital Management, LLC | 1,936 | $257.5K | 0.03% | +1,936 | New |
| Hilton Capital Management, LLC | 1,932 | $257.0K | 0.02% | +1,932 | New |
| Exchange Traded Concepts, LLC | 1,931 | $256.9K | 0.00% | −3,997−67.4% | Reduced |
| Kingsview Wealth Management, LLC | 1,924 | $256.0K | 0.00% | −18−0.9% | Reduced |
| St Germain D J Co Inc | 1,920 | $255.4K | 0.01% | 00.0% | Unchanged |
| Holistic Planning, LLC | 1,914 | $254.6K | 0.07% | +1,914 | New |
| Garden State Investment Advisory Services LLC | 1,910 | $254.2K | 0.07% | +50+2.7% | Added |
| ORG Wealth Partners, LLC | 1,910 | $253.1K | 0.06% | −613−24.3% | Reduced |
| Pitcairn Co | 1,902 | $253.0K | 0.02% | −105−5.2% | Reduced |
| Conservest Capital Advisors, Inc. | 1,899 | $252.7K | 0.02% | +7+0.4% | Added |
| Bienville Capital Management, LLC | 1,898 | $252.5K | 0.05% | +1,898 | New |
| Harbor Investment Advisory, LLC | 1,897 | $252.4K | 0.02% | −903−32.3% | Reduced |
| MidAtlantic Capital Management, Inc. | 1,897 | $252.4K | 0.18% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 1,893 | $251.8K | 0.03% | +1,893 | New |
| Miracle Mile Advisors, LLC | 1,886 | $250.9K | 0.00% | +1,886 | New |
| ICONIQ Capital, LLC | 1,877 | $249.7K | 0.00% | −1,060−36.1% | Reduced |
| Better Money Decisions, LLC | 1,872 | $249.0K | 0.15% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 1,867 | $248.4K | 0.02% | −116−5.8% | Reduced |
| Csenge Advisory Group | 2,043 | $248.2K | 0.01% | +14+0.7% | Added |
| Savant Capital, LLC | 1,858 | $247.1K | 0.00% | +41+2.3% | Added |
| Lynx Investment Advisory | 1,853 | $246.5K | 0.16% | −32−1.7% | Reduced |
| Stablepoint Partners, LLC | 1,850 | $246.1K | 0.04% | +1,850 | New |
| Moss Adams Wealth Advisors LLC | 1,836 | $244.2K | 0.02% | +1,836 | New |
| New Hampshire Trust | 1,836 | $244.2K | 0.05% | +1,836 | New |
| Navis Wealth Advisors, LLC | 1,831 | $243.6K | 0.21% | −93−4.8% | Reduced |
| Optiver Holding B.V. | 1,828 | $243.2K | 0.01% | +1,405+332.2% | Added |
| Pettinga Financial Advisors, LLC | 1,821 | $242.2K | 0.05% | 00.0% | Unchanged |
| RMR Wealth Builders | 1,815 | $241.5K | 0.02% | +1,815 | New |
| Serenus Wealth Advisors, LLC | 1,806 | $240.3K | 0.04% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,803 | $239.9K | 0.01% | +4+0.2% | Added |
| Evergreen Capital Management LLC | 1,802 | $239.8K | 0.01% | −1,660−47.9% | Reduced |
| Knollwood Investment Advisory, LLC | 1,800 | $239.5K | 0.02% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 1,794 | $238.7K | 0.00% | −67−3.6% | Reduced |
| M.E. Allison & Co., Inc. | 1,790 | $238.1K | 0.19% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 1,789 | $238.0K | 0.01% | +1+0.1% | Added |
| Flagship Harbor Advisors, LLC | 1,786 | $237.6K | 0.01% | −296−14.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,786 | $237.6K | 0.11% | +143+8.7% | Added |
| Platform Technology Partners | 1,778 | $236.5K | 0.06% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 1,777 | $236.4K | 0.09% | −122−6.4% | Reduced |
| Onefund, LLC | 1,773 | $236.0K | 0.17% | +40+2.3% | Added |
| E Fund Management Co., Ltd. | 1,764 | $234.7K | 0.01% | −107−5.7% | Reduced |
| FJ Capital Management LLC | 1,761 | $234.3K | 0.02% | −5,663−76.3% | Reduced |
| Douglass Winthrop Advisors, LLC | 1,750 | $232.8K | 0.00% | −250−12.5% | Reduced |
| Red Lighthouse Investment Management, LLC | 1,739 | $231.3K | 0.09% | +1,739 | New |
| Pension & Wealth Management Advisors, Inc. | 1,730 | $230.3K | 0.08% | −229−11.7% | Reduced |
| Savvy Advisors, Inc. | 1,727 | $229.8K | 0.02% | +1,727 | New |
| GeoWealth Management, LLC | 1,726 | $229.6K | 0.01% | −54−3.0% | Reduced |
| Heartwood Wealth Advisors LLC | 1,723 | $229.2K | 0.02% | +1,723 | New |
| NBC Securities, Inc. | 1,723 | $229.0K | 0.02% | +391+29.4% | Added |
| Millennium Capital Advisors, LLC | 1,720 | $228.8K | 0.15% | +1,720 | New |
| Modera Wealth Management, LLC | 1,716 | $228.3K | 0.00% | +1,716 | New |
| Alpha Wealth Funds, LLC | 1,700 | $228.2K | 0.21% | +1,700 | New |
| Axxcess Wealth Management, LLC | 1,713 | $227.9K | 0.01% | −789−31.5% | Reduced |
| Aureus Asset Management, LLC | 1,710 | $227.5K | 0.01% | +1,710 | New |
| Birch Financial Group, LLC | 1,699 | $226.1K | 0.18% | +1,699 | New |
| Professional Financial Advisors, LLC | 1,680 | $223.5K | 0.05% | −10,132−85.8% | Reduced |
| Unison Asset Management LLC | 1,668 | $221.9K | 0.11% | +1,668 | New |
| Modern Wealth Management, LLC | 1,665 | $221.6K | 0.01% | +1,665 | New |
| Financial Partners Group, Inc | 1,666 | $221.6K | 0.03% | +1,666 | New |
| Ameritas Advisory Services, LLC | 1,655 | $220.2K | 0.01% | −2,694−61.9% | Reduced |
| Redwood Financial Network Corp | 1,652 | $219.8K | 0.15% | +1,652 | New |
| Alpha Omega Wealth Management LLC | 1,651 | $219.6K | 0.04% | +1,651 | New |
| Tower View Investment Management & Research LLC | 1,640 | $218.2K | 0.11% | +2+0.1% | Added |
| Catalyst Capital Advisors LLC | 1,635 | $217.5K | 0.00% | 00.0% | Unchanged |
| Lantz Financial LLC | 1,627 | $216.4K | 0.05% | −307−15.9% | Reduced |
| Nilsine Partners, LLC | 1,625 | $216.2K | 0.02% | +1,625 | New |
| Brookwood Investment Group LLC | 1,612 | $214.5K | 0.03% | −1,073−40.0% | Reduced |
| Versant Capital Management, Inc | 1,611 | $214.3K | 0.03% | +1,042+183.1% | Added |
| Moody Lynn & Lieberson, LLC | 1,611 | $214.3K | 0.01% | +1,611 | New |