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 |
|---|---|---|---|---|---|
| Valued Wealth Advisors LLC | 19 | $2.54K | 0.00% | −55−74.3% | Reduced |
| TD Capital Management LLC | 17 | $2.27K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 17 | $2.26K | 0.00% | −483−96.6% | Reduced |
| Raffa Wealth Management, LLC | 17 | $2.26K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 16 | $2.13K | 0.00% | +7+77.8% | Added |
| Wood Tarver Financial Group, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 15 | $2.00K | 0.00% | +15 | New |
| WestEnd Advisors, LLC | 15 | $2.00K | 0.00% | −4−21.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 14 | $1.86K | 0.00% | +4+40.0% | Added |
| QVR LLC | 13 | $1.73K | 0.00% | +13 | New |
| Core Alternative Capital | 12 | $1.60K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 11 | $1.46K | 0.00% | +11 | New |
| First Command Advisory Services, Inc. | 11 | $1.46K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 10 | $1.33K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 10 | $1.33K | 0.00% | +10 | New |
| UMA Financial Services, Inc. | 9 | $1.20K | 0.00% | +3+50.0% | Added |
| Aspect Partners, LLC | 9 | $1.20K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 9 | $1.16K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 8 | $1.06K | 0.00% | +8 | New |
| DecisionPoint Financial, LLC | 8 | $1.06K | 0.00% | +8 | New |
| Avion Wealth | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 7 | $931 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 7 | $891 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $799 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 5 | $665 | 0.00% | +2+66.7% | Added |
| Kestra Investment Management, LLC | 4 | $463 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 3 | $400 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 3 | $399 | 0.00% | +3 | New |
| Y.D. More Investments Ltd | 625 | $249 | 0.00% | −337−35.0% | Reduced |
| Dunhill Financial, LLC | 1 | $141 | 0.00% | 00.0% | Unchanged |
| Roberts Foundation | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −839,051−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −372,052−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −353,315−100.0% | Sold out |
| Kensico Capital Management Corp | 0 | $0 | 0.00% | −350,400−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −190,229−100.0% | Sold out |
| DJE Kapital AG | 0 | $0 | 0.00% | −174,577−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −154,737−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −139,101−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −138,912−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −119,704−100.0% | Sold out |
| Conversant Capital LLC | 0 | $0 | 0.00% | −86,000−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −84,975−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −83,000−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −78,803−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −62,716−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −61,723−100.0% | Sold out |
| Tribune Investment Group LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −47,260−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Absolute Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −39,000−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −30,367−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −29,279−100.0% | Sold out |
| Privium Fund Management (UK) Ltd | 0 | $0 | 0.00% | −27,000−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −26,232−100.0% | Sold out |
| Broadleaf Partners, LLC | 0 | $0 | 0.00% | −25,545−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −21,485−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −17,046−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −15,494−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −14,716−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −14,203−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −13,789−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −12,917−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −12,366−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −11,499−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −11,415−100.0% | Sold out |
| Gardner Lewis Asset Management L P | 0 | $0 | 0.00% | −10,655−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −10,060−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −9,277−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −9,073−100.0% | Sold out |
| Triumph Capital Management | 0 | $0 | 0.00% | −7,370−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −7,126−100.0% | Sold out |
| Old Well Partners, LLC | 0 | $0 | 0.00% | −6,741−100.0% | Sold out |
| SMART Wealth LLC | 0 | $0 | 0.00% | −5,748−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −5,327−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −5,170−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −5,097−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −4,991−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −4,840−100.0% | Sold out |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −4,815−100.0% | Sold out |
| Roof Eidam & Maycock | 0 | $0 | 0.00% | −4,776−100.0% | Sold out |
| Hanlon Investment Management, Inc. | 0 | $0 | 0.00% | −4,726−100.0% | Sold out |
| Schneider Downs Wealth Management Advisors, LP | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −4,402−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −4,023−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −4,001−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −3,927−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −3,914−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,745−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −3,657−100.0% | Sold out |
| Prosperity Consulting Group, LLC | 0 | $0 | 0.00% | −3,640−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −3,205−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,986−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −2,927−100.0% | Sold out |
| Forefront Wealth Partners, LLC | 0 | $0 | 0.00% | −2,812−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −2,503−100.0% | Sold out |