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 |
|---|---|---|---|---|---|
| Connable Office Inc | 18,642 | $2.48M | 0.25% | −38−0.2% | Reduced |
| Arkadios Wealth Advisors | 18,330 | $2.44M | 0.07% | +541+3.0% | Added |
| Lazard Asset Management LLC | 18,327 | $2.44M | 0.00% | −5,416−22.8% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 18,320 | $2.44M | 0.17% | −1,269−6.5% | Reduced |
| Iridian Asset Management LLC | 18,285 | $2.43M | 0.84% | −1,730−8.6% | Reduced |
| Erste Asset Management GmbH | 18,069 | $2.42M | 0.02% | +18,069 | New |
| Envestnet Portfolio Solutions, Inc. | 18,124 | $2.41M | 0.01% | −2,716−13.0% | Reduced |
| Sava Infond d.o.o. | 18,045 | $2.40M | 0.38% | +2,500+16.1% | Added |
| Daymark Wealth Partners, LLC | 18,017 | $2.40M | 0.09% | +3,432+23.5% | Added |
| Ar Asset Management Inc | 18,000 | $2.40M | 0.53% | 00.0% | Unchanged |
| Callan Family Office, LLC | 17,984 | $2.39M | 0.08% | +13,353+288.3% | Added |
| Equitable Holdings, Inc. | 17,974 | $2.39M | 0.02% | +1,067+6.3% | Added |
| Independent Financial Group, LLC | 17,952 | $2.39M | 0.07% | +13,326+288.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 17,854 | $2.38M | 0.07% | +7,381+70.5% | Added |
| TCG Advisory Services, LLC | 17,781 | $2.37M | 0.08% | +15,746+773.8% | Added |
| Franklin Street Advisors Inc | 17,547 | $2.33M | 0.14% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 17,457 | $2.32M | 1.73% | +250+1.5% | Added |
| Catalytic Wealth RIA, LLC | 17,395 | $2.31M | 0.19% | +17,395 | New |
| Sone Capital Management, LLC | 17,365 | $2.31M | 0.21% | −97,553−84.9% | Reduced |
| Advisors Asset Management, Inc. | 17,217 | $2.29M | 0.04% | −6,716−28.1% | Reduced |
| Parallel Advisors, LLC | 17,166 | $2.28M | 0.05% | +7,110+70.7% | Added |
| LB Partners LLC | 17,100 | $2.27M | 1.45% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 17,045 | $2.27M | 0.02% | +270+1.6% | Added |
| Independent Advisor Alliance | 16,911 | $2.25M | 0.06% | +410+2.5% | Added |
| RDA Financial Network | 16,731 | $2.23M | 0.60% | +12,565+301.6% | Added |
| Clearstead Advisors, LLC | 16,654 | $2.22M | 0.03% | −549−3.2% | Reduced |
| Harbor Capital Advisors, Inc. | 16,441 | $2.19M | 0.09% | −76−0.5% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 16,400 | $2.18M | 0.34% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 16,372 | $2.18M | 0.01% | −11,745−41.8% | Reduced |
| Highland Capital Management, LLC | 16,340 | $2.17M | 0.12% | +4,823+41.9% | Added |
| RiverPark Advisors, LLC | 16,278 | $2.17M | 1.33% | −744−4.4% | Reduced |
| Private Advisor Group, LLC | 16,150 | $2.15M | 0.01% | −537−3.2% | Reduced |
| Lynx Capital Group Ltd | 16,107 | $2.14M | 1.03% | +5,000+45.0% | Added |
| Laurion Capital Management LP | 16,084 | $2.14M | 0.25% | +16,084 | New |
| Generali Asset Management SPA SGR | 16,053 | $2.14M | 0.05% | −2,811−14.9% | Reduced |
| Teton Advisors, Inc. | 16,000 | $2.13M | 1.30% | −2,000−11.1% | Reduced |
| Lansing Street Advisors | 15,800 | $2.11M | 0.63% | +22+0.1% | Added |
| Bradley Foster & Sargent Inc | 15,846 | $2.11M | 0.03% | −373−2.3% | Reduced |
| Leonteq Securities AG | 15,800 | $2.10M | 0.12% | −4,705−22.9% | Reduced |
| Venture Visionary Partners LLC | 15,792 | $2.10M | 0.08% | −576−3.5% | Reduced |
| Zhang Financial LLC | 15,740 | $2.09M | 0.10% | +408+2.7% | Added |
| Itau Unibanco Holding S.A. | 15,599 | $2.08M | 0.08% | −3,315−17.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 15,397 | $2.05M | 0.01% | +6,991+83.2% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 15,383 | $2.05M | 0.10% | −135−0.9% | Reduced |
| Resources Investment Advisors, LLC. | 15,238 | $2.03M | 0.02% | +1,442+10.5% | Added |
| Essex Financial Services, Inc. | 15,022 | $2.00M | 0.13% | +20.0% | Added |
| MUFG Securities Americas Inc. | 15,001 | $2.00M | 0.17% | +3,052+25.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,000 | $2.00M | 0.02% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 14,962 | $1.99M | 0.03% | −481−3.1% | Reduced |
| Advisors Preferred, LLC | 15,000 | $1.99M | 0.33% | +15,000 | New |
| IFC Advisors LLC | 14,849 | $1.98M | 0.37% | −31−0.2% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 14,827 | $1.97M | 0.36% | 00.0% | Unchanged |
| Denali Advisors LLC | 14,769 | $1.96M | 0.20% | −2,771−15.8% | Reduced |
| Cushing Capital Partners, LLC | 14,766 | $1.96M | 1.66% | −272−1.8% | Reduced |
| PenderFund Capital Management Ltd. | 14,720 | $1.96M | 0.46% | +1,800+13.9% | Added |
| Synovus Financial Corp | 14,222 | $1.89M | 0.02% | −11,423−44.5% | Reduced |
| United Asset Strategies, Inc. | 14,074 | $1.87M | 0.16% | +2,556+22.2% | Added |
| Choate Investment Advisors | 13,961 | $1.86M | 0.04% | +50.0% | Added |
| HBK Sorce Advisory LLC | 13,914 | $1.85M | 0.05% | 00.0% | Unchanged |
| Grange Capital, LLC | 13,740 | $1.83M | 1.91% | +2,532+22.6% | Added |
| First National Bank Sioux Falls | 13,674 | $1.82M | 0.67% | −214−1.5% | Reduced |
| TFR Capital, LLC. | 13,571 | $1.81M | 0.65% | +350+2.6% | Added |
| Fulton Bank, N.A. | 13,507 | $1.80M | 0.07% | −2,368−14.9% | Reduced |
| Moody National Bank Trust Division | 13,456 | $1.79M | 0.16% | +16+0.1% | Added |
| CWA Asset Management Group, LLC | 13,440 | $1.79M | 0.08% | −1,628−10.8% | Reduced |
| Commerce Bank | 13,344 | $1.78M | 0.01% | −318−2.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 13,312 | $1.77M | 0.51% | +30.0% | Added |
| Vestcor Inc | 13,145 | $1.75M | 0.05% | +923+7.6% | Added |
| Wetherby Asset Management Inc | 12,976 | $1.73M | 0.08% | +12,976 | New |
| GAMMA Investing LLC | 12,908 | $1.72M | 0.11% | +2,911+29.1% | Added |
| Dakota Wealth Management | 12,903 | $1.72M | 0.04% | −375−2.8% | Reduced |
| Horizon Investments, LLC | 12,896 | $1.71M | 0.03% | +1,846+16.7% | Added |
| Runnymede Capital Advisors, Inc. | 12,868 | $1.71M | 1.58% | +251+2.0% | Added |
| Duncan Williams Asset Management, LLC | 12,842 | $1.71M | 0.54% | +1,806+16.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 12,816 | $1.71M | 0.02% | −1,825−12.5% | Reduced |
| IHT Wealth Management, LLC | 12,813 | $1.70M | 0.05% | +202+1.6% | Added |
| Greenline Partners, LLC | 12,783 | $1.70M | 0.23% | +12,783 | New |
| Northwest & Ethical Investments L.P. | 12,645 | $1.70M | 0.04% | +1,400+12.4% | Added |
| Everence Capital Management Inc | 12,660 | $1.68M | 0.11% | −2,560−16.8% | Reduced |
| Level Four Advisory Services, LLC | 12,572 | $1.67M | 0.06% | −1,763−12.3% | Reduced |
| Tudor Investment Corp Et Al | 12,361 | $1.64M | 0.01% | −264,639−95.5% | Reduced |
| Segment Wealth Management, LLC | 12,295 | $1.64M | 0.10% | +2,320+23.3% | Added |
| Riverpark Capital Management LLC | 12,284 | $1.63M | 2.65% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 12,239 | $1.63M | 0.35% | +90+0.7% | Added |
| Guardian Investment Management | 12,225 | $1.63M | 1.68% | −150−1.2% | Reduced |
| Virtus Investment Advisers, Inc. | 12,195 | $1.62M | 0.55% | +12,195 | New |
| Meketa Investment Group Inc | 12,165 | $1.62M | 4.90% | −30,794−71.7% | Reduced |
| Avalon Trust Co | 11,810 | $1.57M | 0.11% | −1,000−7.8% | Reduced |
| RFG Advisory, LLC | 11,536 | $1.53M | 0.04% | +427+3.8% | Added |
| Fukoku Mutual Life Insurance Co | 11,463 | $1.52M | 0.10% | +8,300+262.4% | Added |
| AlTi Global, Inc. | 11,353 | $1.52M | 0.04% | +58+0.5% | Added |
| Intech Investment Management LLC | 11,364 | $1.51M | 0.01% | −3,445−23.3% | Reduced |
| Icapital Wealth LLC | 11,305 | $1.50M | 0.85% | +3,584+46.4% | Added |
| Canada Post Corp Registered Pension Plan | 11,220 | $1.49M | 0.09% | +11,220 | New |
| Mutual Advisors, LLC | 9,798 | $1.49M | 0.04% | +436+4.7% | Added |
| Vinva Investment Management Ltd | 11,060 | $1.49M | 0.04% | +1,990+21.9% | Added |
| Westover Capital Advisors, LLC | 11,130 | $1.48M | 0.30% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 11,117 | $1.48M | 0.03% | +91+0.8% | Added |
| Spire Wealth Management | 11,080 | $1.47M | 0.05% | −621−5.3% | Reduced |
| Trueblood Wealth Management, LLC | 10,966 | $1.46M | 0.61% | +12+0.1% | Added |