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 |
|---|---|---|---|---|---|
| Element Pointe Advisors, LLC | 10,928 | $1.45M | 0.35% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,903 | $1.45M | 0.16% | −1,077−9.0% | Reduced |
| Northeast Investment Management | 10,833 | $1.44M | 0.06% | 00.0% | Unchanged |
| Steadtrust LLC | 10,800 | $1.44M | 1.13% | +10,800 | New |
| Wernau Asset Management Inc. | 10,651 | $1.42M | 1.60% | −2,023−16.0% | Reduced |
| Silvant Capital Management LLC | 10,531 | $1.40M | 0.05% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 10,516 | $1.40M | 0.08% | +131+1.3% | Added |
| Hunting Hill Global Capital, LLC | 10,471 | $1.39M | 0.75% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 10,427 | $1.39M | 0.06% | +8,133+354.5% | Added |
| Integrated Investment Consultants, LLC | 10,410 | $1.38M | 0.27% | +4,631+80.1% | Added |
| Illinois Municipal Retirement Fund | 10,339 | $1.38M | 0.02% | −418−3.9% | Reduced |
| Advisor OS, LLC | 10,314 | $1.37M | 0.14% | −1,095−9.6% | Reduced |
| Global Retirement Partners, LLC | 10,285 | $1.37M | 0.03% | +10,285 | New |
| Beacon Pointe Advisors, LLC | 10,214 | $1.36M | 0.01% | +30+0.3% | Added |
| BNP Paribas | 10,162 | $1.35M | 0.04% | +515+5.3% | Added |
| Abn Amro Investment Solutions | 10,158 | $1.35M | 0.03% | +779+8.3% | Added |
| Clear Harbor Asset Management, LLC | 10,125 | $1.35M | 0.10% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 10,106 | $1.34M | 0.30% | +3,940+63.9% | Added |
| Sterling Capital Management LLC | 10,038 | $1.34M | 0.02% | +943+10.4% | Added |
| Golden State Equity Partners | 10,033 | $1.33M | 0.25% | +4,263+73.9% | Added |
| Whitebox Advisors LLC | 10,000 | $1.33M | 0.04% | −40,000−80.0% | Reduced |
| Pacific Capital Partners Ltd | 10,000 | $1.33M | 1.25% | −5,000−33.3% | Reduced |
| Forum Financial Management, LP | 9,998 | $1.33M | 0.02% | +409+4.3% | Added |
| CenterBook Partners LP | 9,987 | $1.33M | 0.07% | −1,234−11.0% | Reduced |
| Vise Technologies, Inc. | 9,937 | $1.32M | 0.05% | +9,937 | New |
| Atomi Financial Group, Inc. | 9,884 | $1.31M | 0.05% | +1,491+17.8% | Added |
| Quadrant Capital Group LLC | 9,826 | $1.31M | 0.05% | +4,779+94.7% | Added |
| Meeder Advisory Services, Inc. | 9,788 | $1.30M | 0.07% | +651+7.1% | Added |
| RW Investment Management LLC | 9,762 | $1.30M | 0.14% | 00.0% | Unchanged |
| CWM, LLC | 9,698 | $1.29M | 0.00% | +711+7.9% | Added |
| Fidelis Capital Partners, LLC | 8,906 | $1.29M | 0.12% | +3,009+51.0% | Added |
| Ieq Capital, LLC | 9,671 | $1.29M | 0.01% | −51,963−84.3% | Reduced |
| Gilbert & Cook, Inc. | 9,640 | $1.28M | 0.17% | +687+7.7% | Added |
| GM Advisory Group, Inc. | 9,561 | $1.27M | 0.06% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 9,555 | $1.27M | 0.04% | +30+0.3% | Added |
| GAM Holding AG | 9,553 | $1.27M | 0.09% | +9,553 | New |
| Aries Wealth Management | 9,404 | $1.25M | 0.33% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 9,383 | $1.25M | 0.09% | +69+0.7% | Added |
| Consilium Wealth Advisory, LLC | 9,301 | $1.24M | 0.52% | +4,855+109.2% | Added |
| Vestmark Advisory Solutions, Inc. | 9,264 | $1.23M | 0.02% | −3,641−28.2% | Reduced |
| Kestra Private Wealth Services, LLC | 9,134 | $1.22M | 0.02% | −287−3.0% | Reduced |
| Zions Bancorporation, National Association | 8,976 | $1.19M | 0.06% | −1,392−13.4% | Reduced |
| Allianz SE | 8,960 | $1.19M | 0.03% | −3,055−25.4% | Reduced |
| E&G Advisors, LP | 8,920 | $1.19M | 0.31% | +220+2.5% | Added |
| StoneX Group Inc. | 8,870 | $1.18M | 0.06% | −1,969−18.2% | Reduced |
| Private Advisory Group LLC | 8,844 | $1.18M | 0.11% | +1,111+14.4% | Added |
| Darwin Advisors, LLC | 8,798 | $1.17M | 0.41% | +1,415+19.2% | Added |
| Glenmede Investment Management, LP | 8,724 | $1.16M | 0.01% | +8,724 | New |
| Benjamin Edwards Inc | 8,687 | $1.16M | 0.01% | +1,873+27.5% | Added |
| Kraematon Investment Advisors, Inc | 8,621 | $1.15M | 1.08% | −268−3.0% | Reduced |
| Fiduciary Group LLC | 8,600 | $1.14M | 0.11% | −100−1.1% | Reduced |
| HighPoint Advisor Group LLC | 8,596 | $1.14M | 0.06% | +626+7.9% | Added |
| Smith Shellnut Wilson LLC | 8,543 | $1.14M | 0.49% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 8,541 | $1.14M | 0.21% | +920+12.1% | Added |
| Money Concepts Capital Corp | 8,449 | $1.12M | 0.08% | +2,580+44.0% | Added |
| D.A. Davidson & Co. | 8,439 | $1.12M | 0.01% | −419−4.7% | Reduced |
| Profund Advisors LLC | 8,426 | $1.12M | 0.04% | −979−10.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 8,360 | $1.11M | 0.04% | −1,042−11.1% | Reduced |
| VELA Investment Management, LLC | 8,360 | $1.11M | 0.33% | +6,351+316.1% | Added |
| Capital Counsel LLC | 8,351 | $1.11M | 0.05% | −1,888−18.4% | Reduced |
| Uniting Wealth Partners, LLC | 8,300 | $1.10M | 0.43% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 8,247 | $1.10M | 0.11% | −15,731−65.6% | Reduced |
| Canandaigua National Bank & Trust Co | 8,242 | $1.10M | 0.10% | −117−1.4% | Reduced |
| Central Pacific Bank - Trust Division | 8,230 | $1.09M | 0.14% | +190+2.4% | Added |
| Signaturefd, LLC | 8,229 | $1.09M | 0.02% | +309+3.9% | Added |
| Centaurus Financial, Inc. | 8,160 | $1.09M | 0.06% | +1,726+26.8% | Added |
| Sagespring Wealth Partners, LLC | 8,143 | $1.08M | 0.02% | +2,472+43.6% | Added |
| Guidance Capital, Inc | 7,555 | $1.08M | 0.31% | +380+5.3% | Added |
| Aquatic Capital Management LLC | 8,090 | $1.08M | 0.02% | +8,090 | New |
| Valeo Financial Advisors, LLC | 8,066 | $1.07M | 0.03% | +990+14.0% | Added |
| Jaffetilchin Investment Partners, LLC | 8,017 | $1.07M | 0.07% | +8,017 | New |
| Paradigm Asset Management Co LLC | 7,854 | $1.04M | 0.26% | +2,650+50.9% | Added |
| Hudson Value Partners, LLC | 7,835 | $1.04M | 0.36% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 7,832 | $1.04M | 0.20% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 7,814 | $1.04M | 0.03% | +205+2.7% | Added |
| James J. Burns & Company, LLC | 7,800 | $1.04M | 0.17% | −727−8.5% | Reduced |
| Winton Group Ltd | 7,788 | $1.04M | 0.05% | +7,788 | New |
| Trust Asset Management LLC | 7,763 | $1.03M | 0.08% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 7,745 | $1.03M | 0.04% | −132−1.7% | Reduced |
| MJP Associates Inc | 7,738 | $1.03M | 0.15% | −421−5.2% | Reduced |
| First Bank & Trust | 7,725 | $1.03M | 0.18% | +303+4.1% | Added |
| Gridiron Partners, LLC | 7,716 | $1.03M | 0.64% | 00.0% | Unchanged |
| Coastline Trust Co | 7,659 | $1.02M | 0.12% | −25,884−77.2% | Reduced |
| Nalls Sherbakoff Group, LLC | 7,591 | $1.01M | 0.74% | 00.0% | Unchanged |
| Davenport & Co LLC | 7,546 | $1.00M | 0.01% | −3,825−33.6% | Reduced |
| Financial Engines Advisors L.L.C. | 7,534 | $1.00M | 0.00% | +7,534 | New |
| Waterway Wealth Management, LLC | 7,530 | $1.00M | 0.30% | +7,530 | New |
| Moors & Cabot, Inc. | 7,429 | $988.3K | 0.05% | +75+1.0% | Added |
| Transcend Wealth Collective, LLC | 7,417 | $986.7K | 0.08% | +561+8.2% | Added |
| Verition Fund Management LLC | 7,413 | $986.2K | 0.01% | −17,213−69.9% | Reduced |
| DRW Securities, LLC | 7,398 | $984.2K | 0.07% | −15,227−67.3% | Reduced |
| Coldstream Capital Management Inc | 7,282 | $968.8K | 0.02% | +1,162+19.0% | Added |
| Sage Rhino Capital LLC | 7,263 | $966.2K | 0.20% | −755−9.4% | Reduced |
| We Are One Seven, LLC | 7,262 | $966.1K | 0.03% | +11+0.2% | Added |
| Sompo Asset Management Co., Ltd. | 7,250 | $964.5K | 0.17% | −270−3.6% | Reduced |
| Yorktown Management & Research Co Inc | 7,200 | $957.8K | 0.91% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 7,180 | $955.1K | 0.05% | +311+4.5% | Added |
| Ethic Inc. | 7,078 | $950.5K | 0.02% | +888+14.3% | Added |
| Linscomb & Williams, Inc. | 7,014 | $933.1K | 0.04% | −419−5.6% | Reduced |
| Mosaic Financial Group, LLC | 7,000 | $931.0K | 0.71% | 00.0% | Unchanged |