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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 35,335 | $4.70M | 0.13% | −340−1.0% | Reduced |
| Hancock Whitney Corp | 34,917 | $4.65M | 0.09% | +34,917 | New |
| Jamison Private Wealth Management, Inc. | 34,731 | $4.62M | 0.66% | −113−0.3% | Reduced |
| Cresset Asset Management, LLC | 34,626 | $4.61M | 0.02% | −4,379−11.2% | Reduced |
| Clark Capital Management Group, Inc. | 34,507 | $4.59M | 0.03% | +17,563+103.7% | Added |
| Thrivent Financial for Lutherans | 34,411 | $4.58M | 0.01% | +4,802+16.2% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 34,275 | $4.56M | 0.13% | +7,011+25.7% | Added |
| Fifth Third Bancorp | 34,039 | $4.53M | 0.02% | −2,061−5.7% | Reduced |
| Proficio Capital Partners LLC | 33,181 | $4.41M | 0.27% | +844+2.6% | Added |
| Maryland State Retirement & Pension System | 32,962 | $4.38M | 0.10% | +1,472+4.7% | Added |
| ING Groep NV | 32,947 | $4.38M | 0.03% | +12,518+61.3% | Added |
| Asio Capital, LLC | 32,943 | $4.38M | 0.73% | +12,874+64.1% | Added |
| Merit Financial Group, LLC | 32,222 | $4.29M | 0.05% | +9,996+45.0% | Added |
| Jones Financial Companies LLLP | 31,881 | $4.28M | 0.00% | +6,086+23.6% | Added |
| Accuvest Global Advisors | 32,049 | $4.26M | 2.77% | +9,151+40.0% | Added |
| Metis Global Partners, LLC | 32,013 | $4.26M | 0.11% | −2,518−7.3% | Reduced |
| Gulf International Bank (UK) Ltd | 31,938 | $4.25M | 0.15% | −4,539−12.4% | Reduced |
| Baird Financial Group, Inc. | 31,916 | $4.25M | 0.01% | +4,699+17.3% | Added |
| Guardian Wealth Management, Inc. | 31,649 | $4.21M | 2.80% | +151+0.5% | Added |
| New Mexico Educational Retirement Board | 31,500 | $4.19M | 0.14% | 00.0% | Unchanged |
| Alps Advisors Inc | 31,465 | $4.19M | 0.02% | −3,275−9.4% | Reduced |
| CFM Wealth Partners LLC | 31,142 | $4.14M | 0.66% | +2,927+10.4% | Added |
| Mesirow Financial Investment Management, Inc. | 31,027 | $4.13M | 0.08% | −587−1.9% | Reduced |
| Blair William & Co | 30,286 | $4.03M | 0.01% | −799−2.6% | Reduced |
| Keybank National Association | 30,037 | $4.00M | 0.01% | +18,650+163.8% | Added |
| Bearing Point Capital, LLC | 30,036 | $4.00M | 0.74% | −3,440−10.3% | Reduced |
| Curbstone Financial Management Corp | 29,718 | $3.95M | 0.81% | −1,590−5.1% | Reduced |
| Basswood Capital Management, L.L.C. | 28,973 | $3.85M | 0.19% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 28,944 | $3.85M | 0.01% | +9,449+48.5% | Added |
| Atria Investments LLC | 28,802 | $3.83M | 0.05% | −23,508−44.9% | Reduced |
| Richard Bernstein Advisors LLC | 28,051 | $3.73M | 0.09% | −2,492−8.2% | Reduced |
| M&T Bank Corp | 28,036 | $3.73M | 0.01% | +1,527+5.8% | Added |
| Citizens Financial Group Inc | 28,023 | $3.73M | 0.06% | +2,376+9.3% | Added |
| Principal Securities, Inc. | 28,016 | $3.73M | 0.07% | +2,059+7.9% | Added |
| Mycio Wealth Partners, LLC | 27,650 | $3.68M | 0.85% | +27,650 | New |
| Rational Advisors LLC | 27,150 | $3.61M | 0.36% | +5,000+22.6% | Added |
| Crossmark Global Holdings, Inc. | 27,004 | $3.59M | 0.06% | +1,099+4.2% | Added |
| Jackson Square Partners, LLC | 26,772 | $3.56M | 1.32% | −3,984−13.0% | Reduced |
| J.W. Cole Advisors, Inc. | 26,240 | $3.49M | 0.07% | +2,073+8.6% | Added |
| SummitTX Capital, L.P. | 26,236 | $3.49M | 0.15% | +3,849+17.2% | Added |
| Wesbanco Bank Inc | 26,130 | $3.48M | 0.10% | +1,000+4.0% | Added |
| D. E. Shaw & Co., Inc. | 26,089 | $3.47M | 0.00% | +4,189+19.1% | Added |
| Barr E S & Co | 26,075 | $3.47M | 0.20% | −300−1.1% | Reduced |
| Ingalls & Snyder LLC | 26,068 | $3.47M | 0.12% | −4,456−14.6% | Reduced |
| Shikiar Asset Management Inc | 25,907 | $3.45M | 0.96% | +25,907 | New |
| Fieldview Capital Management, LLC | 25,845 | $3.44M | 0.52% | +25,845 | New |
| Siemens Fonds Invest GmbH | 25,701 | $3.42M | 0.20% | +268+1.1% | Added |
| Bryn Mawr Trust Co | 25,591 | $3.40M | 0.06% | +2,594+11.3% | Added |
| Fortitude Family Office, LLC | 25,564 | $3.40M | 1.13% | −52−0.2% | Reduced |
| Equitable Trust Co | 25,368 | $3.37M | 0.17% | −798−3.0% | Reduced |
| Tower Research Capital LLC (TRC) | 25,290 | $3.36M | 0.09% | +422+1.7% | Added |
| Warren Averett Asset Management, LLC | 24,866 | $3.31M | 0.04% | +172+0.7% | Added |
| Investment Management Corp of Ontario | 24,643 | $3.28M | 0.05% | −2,400−8.9% | Reduced |
| MONECO Advisors, LLC | 24,492 | $3.26M | 0.30% | −752−3.0% | Reduced |
| Palestra Capital Management LLC | 24,400 | $3.25M | 0.10% | +24,400 | New |
| Omers Administration Corp | 24,393 | $3.25M | 0.03% | 00.0% | Unchanged |
| Davidson Kahn Capital Management, LLC | 24,360 | $3.24M | 2.08% | +2,729+12.6% | Added |
| Pensionmark Financial Group, LLC | 24,172 | $3.22M | 0.07% | +2,520+11.6% | Added |
| Tokio Marine Asset Management Co Ltd | 24,165 | $3.21M | 0.12% | +1,718+7.7% | Added |
| Sequoia Financial Advisors, LLC | 23,958 | $3.19M | 0.02% | +1,131+5.0% | Added |
| Sit Investment Associates Inc | 23,625 | $3.14M | 0.07% | −925−3.8% | Reduced |
| First Interstate Bank | 23,417 | $3.12M | 0.18% | +23,417 | New |
| Capital International Ltd | 23,407 | $3.11M | 0.12% | +23,407 | New |
| AG2R la Mondiale Gestion D'Actifs | 23,318 | $3.10M | 0.16% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 23,198 | $3.09M | 0.03% | +1,633+7.6% | Added |
| Avantax Advisory Services, Inc. | 23,000 | $3.06M | 0.02% | −1,779−7.2% | Reduced |
| Regions Financial Corp | 22,528 | $3.00M | 0.02% | +1,402+6.6% | Added |
| Sierra Capital LLC | 22,490 | $2.99M | 0.35% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 22,425 | $2.98M | 0.35% | +68+0.3% | Added |
| Empowered Funds, LLC | 22,279 | $2.96M | 0.03% | +1,159+5.5% | Added |
| Capital Analysts, LLC | 21,976 | $2.92M | 0.10% | +30+0.1% | Added |
| Louisbourg Investments Inc. | 28,232 | $2.92M | 0.69% | +6,880+32.2% | Added |
| Farther Finance Advisors, LLC | 21,791 | $2.90M | 0.06% | +7,070+48.0% | Added |
| Cove Private Wealth, LLC | 21,688 | $2.89M | 1.02% | +12,127+126.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 21,592 | $2.87M | 0.04% | +122+0.6% | Added |
| NewEdge Wealth, LLC | 20,090 | $2.86M | 0.04% | −2,747−12.0% | Reduced |
| Worldquant Millennium Advisors LLC | 21,333 | $2.84M | 0.01% | +21,333 | New |
| Bokf, NA | 21,047 | $2.80M | 0.05% | +211+1.0% | Added |
| Infrastructure Capital Advisors, LLC | 21,000 | $2.79M | 0.34% | +21,000 | New |
| Banque Transatlantique SA | 20,000 | $2.78M | 0.08% | +3,000+17.6% | Added |
| Financial Management Network Inc | 19,862 | $2.75M | 0.49% | +3,040+18.1% | Added |
| Capstone Investment Advisors, LLC | 20,646 | $2.75M | 0.02% | −160,393−88.6% | Reduced |
| Mission Wealth Management, LP | 20,528 | $2.73M | 0.06% | +40.0% | Added |
| Advisory Services Network, LLC | 18,479 | $2.71M | 0.04% | −1,761−8.7% | Reduced |
| Next Capital Management LLC | 20,273 | $2.70M | 1.00% | +2,886+16.6% | Added |
| Banco BTG Pactual S.A. | 20,239 | $2.69M | 0.55% | +2,739+15.7% | Added |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 20,000 | $2.66M | 0.14% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 19,882 | $2.64M | 0.65% | +19,882 | New |
| Wellington Shields Capital Management, LLC | 19,881 | $2.64M | 0.45% | +17,881+894.1% | Added |
| Lee Danner & Bass Inc | 19,871 | $2.64M | 0.21% | +600+3.1% | Added |
| MAI Capital Management | 19,858 | $2.64M | 0.02% | +420+2.2% | Added |
| Wedbush Securities Inc | 19,843 | $2.64M | 0.09% | +220+1.1% | Added |
| CIBC Private Wealth Group, LLC | 19,314 | $2.57M | 0.00% | +157+0.8% | Added |
| Summit Trail Advisors, LLC | 19,176 | $2.55M | 0.04% | +9,848+105.6% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 19,025 | $2.53M | 0.07% | +1,493+8.5% | Added |
| Checchi Capital Advisers, LLC | 19,004 | $2.53M | 0.18% | −423−2.2% | Reduced |
| JustInvest LLC | 18,997 | $2.53M | 0.03% | +6,607+53.3% | Added |
| Apollon Wealth Management, LLC | 18,885 | $2.51M | 0.05% | +1,806+10.6% | Added |
| Prime Capital Investment Advisors, LLC | 18,760 | $2.50M | 0.03% | −11,330−37.7% | Reduced |
| Alerus Financial NA | 18,674 | $2.48M | 0.18% | +566+3.1% | Added |