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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 1,604 | $213.4K | 0.01% | −82−4.9% | Reduced |
| Tocqueville Asset Management L.P. | 1,600 | $212.8K | 0.00% | −260−14.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 1,600 | $212.8K | 0.00% | +1,600 | New |
| Tritonpoint Wealth, LLC | 1,597 | $212.4K | 0.02% | +1,597 | New |
| Stelac Advisory Services LLC | 1,595 | $212.2K | 0.08% | +1,595 | New |
| Avidian Wealth Solutions, LLC | 1,584 | $210.7K | 0.01% | +1,584 | New |
| KLCM Advisors, Inc. | 1,577 | $209.8K | 0.02% | +1,577 | New |
| Three Bridge Wealth Advisors, LLC | 1,577 | $209.8K | 0.06% | +1,577 | New |
| Rehmann Capital Advisory Group | 1,563 | $207.9K | 0.01% | +1,563 | New |
| Stonekeep Investments, LLC | 1,562 | $207.8K | 0.14% | +1,562 | New |
| Garrison Bradford & Associates Inc | 1,561 | $207.7K | 0.23% | −100−6.0% | Reduced |
| BLB&B Advisors, LLC | 1,560 | $207.5K | 0.01% | +1,560 | New |
| Sovran Advisors, LLC | 1,503 | $207.3K | 0.02% | +1,503 | New |
| Lodestone Wealth Management LLC | 1,554 | $206.7K | 0.10% | +1,554 | New |
| Semus Wealth Partners LLC | 1,553 | $206.6K | 0.13% | +1,553 | New |
| RIA Advisory Group LLC | 1,548 | $205.9K | 0.06% | +1,548 | New |
| Sowell Financial Services LLC | 1,548 | $205.9K | 0.01% | −3,471−69.2% | Reduced |
| Tranquility Partners, LLC | 1,543 | $205.3K | 0.07% | +1,543 | New |
| Flputnam Investment Management Co | 1,542 | $205.1K | 0.00% | +1,542 | New |
| Chicago Trust Co NA | 1,537 | $204.5K | 0.03% | +1,537 | New |
| Graypoint LLC | 1,524 | $202.7K | 0.01% | +1,524 | New |
| Capital Investment Advisory Services, LLC | 1,517 | $201.8K | 0.02% | +1,517 | New |
| Crumly & Associates Inc. | 1,517 | $201.8K | 0.05% | +1,517 | New |
| Wallace Capital Management Inc. | 1,513 | $201.3K | 0.03% | +1,513 | New |
| Mount Yale Investment Advisors, LLC | 1,513 | $201.3K | 0.02% | +1,513 | New |
| Montag A & Associates Inc | 1,500 | $199.5K | 0.01% | −1,519−50.3% | Reduced |
| Hoey Investments, Inc | 1,408 | $187.3K | 0.03% | −5−0.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,393 | $185.3K | 0.02% | −50−3.5% | Reduced |
| Private Trust Co NA | 1,305 | $173.5K | 0.02% | −469−26.4% | Reduced |
| YANKCOM Partnership | 1,275 | $169.6K | 0.08% | +402+46.0% | Added |
| Parkside Financial Bank & Trust | 1,269 | $168.8K | 0.02% | −74−5.5% | Reduced |
| AdvisorNet Financial, Inc | 1,245 | $165.6K | 0.01% | −1,349−52.0% | Reduced |
| Central Trust Co | 1,205 | $160.3K | 0.00% | +27+2.3% | Added |
| Harbor Asset Planning, Inc. | 1,197 | $159.3K | 0.15% | +1,197 | New |
| Hills Bank & Trust Co | 1,165 | $155.0K | 0.01% | +1,165 | New |
| Hantz Financial Services, Inc. | 1,158 | $154.0K | 0.00% | −58−4.8% | Reduced |
| Webster Bank, N. A. | 1,142 | $151.9K | 0.02% | −306−21.1% | Reduced |
| Motco | 1,030 | $151.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,120 | $149.0K | 0.05% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,119 | $148.9K | 0.06% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 1,054 | $140.2K | 0.01% | +1,054 | New |
| Loomis Sayles & Co L P | 1,051 | $139.8K | 0.00% | +293+38.7% | Added |
| Boreal Capital Management LLC | 1,009 | $134.2K | 0.11% | +1,009 | New |
| Vermillion Wealth Management, Inc. | 1,004 | $133.6K | 0.06% | +2+0.2% | Added |
| Trust Co of Vermont | 1,000 | $133.0K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,000 | $133.0K | 0.02% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 1,000 | $133.0K | 0.09% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 928 | $132.4K | 0.03% | +29+3.2% | Added |
| Sound Income Strategies, LLC | 993 | $132.0K | 0.01% | +5+0.5% | Added |
| Perkins Coie Trust Co | 984 | $130.9K | 0.02% | −6−0.6% | Reduced |
| Delta Asset Management LLC | 981 | $130.5K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 949 | $126.0K | 0.02% | +135+16.6% | Added |
| Harbour Investments, Inc. | 939 | $124.9K | 0.00% | +273+41.0% | Added |
| United Community Bank | 935 | $124.4K | 0.04% | +10+1.1% | Added |
| TCTC Holdings, LLC | 860 | $114.4K | 0.00% | −56−6.1% | Reduced |
| NBT Bank N A | 860 | $114.4K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 853 | $113.0K | 0.06% | +853 | New |
| Twin Peaks Wealth Advisors, LLC | 723 | $106.5K | 0.03% | +723 | New |
| Atlas Capital Advisors LLC | 799 | $106.3K | 0.01% | −797−49.9% | Reduced |
| Compagnie Lombard Odier SCmA | 765 | $101.8K | 0.00% | −1,876−71.0% | Reduced |
| Ronald Blue Trust, Inc. | 741 | $98.6K | 0.00% | −1,974−72.7% | Reduced |
| Opal Wealth Advisors, LLC | 732 | $97.4K | 0.03% | +23+3.2% | Added |
| TSFG, LLC | 726 | $97.0K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 734 | $97.0K | 0.01% | +19+2.7% | Added |
| Headlands Technologies LLC | 687 | $91.4K | 0.01% | −638−48.2% | Reduced |
| Asset Planning,Inc | 668 | $88.9K | 0.07% | +1+0.1% | Added |
| Iron Horse Wealth Management, LLC | 662 | $88.1K | 0.03% | +654+8,175.0% | Added |
| Eastern Bank | 662 | $88.1K | 0.00% | +399+151.7% | Added |
| Cromwell Holdings LLC | 634 | $84.3K | 0.05% | −256−28.8% | Reduced |
| NewSquare Capital LLC | 610 | $81.1K | 0.01% | +469+332.6% | Added |
| Rialto Wealth Management, LLC | 603 | $80.2K | 0.02% | +3+0.5% | Added |
| Strategic Wealth Partners, Ltd. | 601 | $80.0K | 0.01% | +601 | New |
| Bruce G. Allen Investments, LLC | 589 | $78.4K | 0.06% | +72+13.9% | Added |
| American Capital Advisory, LLC | 586 | $78.0K | 0.04% | −7−1.2% | Reduced |
| CVA Family Office, LLC | 575 | $76.5K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 568 | $75.6K | 0.01% | 00.0% | Unchanged |
| Kings Path Partners LLC | 556 | $74.0K | 0.03% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 550 | $73.2K | 0.02% | −130−19.1% | Reduced |
| Cheviot Value Management, LLC | 510 | $72.8K | 0.01% | −61−10.7% | Reduced |
| J.Safra Asset Management Corp | 520 | $69.2K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 517 | $68.8K | 0.02% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 512 | $68.1K | 0.01% | −8−1.5% | Reduced |
| Hopwood Financial Services, Inc. | 500 | $66.5K | 0.05% | 00.0% | Unchanged |
| Grove Bank & Trust | 499 | $66.4K | 0.01% | −50−9.1% | Reduced |
| Riggs Asset Managment Co. Inc. | 493 | $65.6K | 0.02% | +122+32.9% | Added |
| Smallwood Wealth Investment Management, LLC | 481 | $64.0K | 0.04% | −35−6.8% | Reduced |
| VSM Wealth Advisory, LLC | 480 | $63.8K | 0.02% | +1+0.2% | Added |
| CoreCap Advisors, LLC | 461 | $61.3K | 0.00% | −13−2.7% | Reduced |
| Johnson Financial Group, Inc. | 460 | $61.2K | 0.00% | −31−6.3% | Reduced |
| WPG Advisers, LLC | 459 | $61.1K | 0.05% | +18+4.1% | Added |
| Clear Street Markets LLC | 455 | $60.5K | 0.02% | +455 | New |
| Harel Insurance Investments & Financial Services Ltd. | 450 | $60.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 451 | $60.0K | 0.00% | +55+13.9% | Added |
| Greykasell Wealth Strategies, Inc. | 450 | $59.9K | 0.03% | −178−28.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 450 | $59.9K | 0.00% | +93+26.1% | Added |
| Hazlett, Burt & Watson, Inc. | 450 | $59.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 446 | $59.0K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 440 | $58.5K | 0.02% | −157−26.3% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 436 | $58.0K | 0.07% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 430 | $57.2K | 0.00% | 00.0% | Unchanged |