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 |
|---|---|---|---|---|---|
| Kesler, Norman & Wride, LLC | 6,975 | $927.9K | 0.16% | −347−4.7% | Reduced |
| Douglas Lane & Associates, LLC | 6,944 | $923.8K | 0.01% | −27−0.4% | Reduced |
| Dogwood Wealth Management LLC | 6,599 | $910.3K | 0.44% | +6,593+109,883.3% | Added |
| Islay Capital Management, LLC | 6,786 | $902.7K | 0.58% | +268+4.1% | Added |
| Fortress Wealth Group, LLC | 6,185 | $897.6K | 0.42% | +203+3.4% | Added |
| Glenview Trust Co | 6,740 | $896.6K | 0.02% | +271+4.2% | Added |
| Greenleaf Trust | 6,733 | $895.7K | 0.01% | −265−3.8% | Reduced |
| Moloney Securities Asset Management, LLC | 6,726 | $894.8K | 0.11% | +10.0% | Added |
| TFB Advisors LLC | 6,707 | $892.3K | 0.23% | +326+5.1% | Added |
| JTC Employer Solutions Trusteee Ltd | 6,657 | $885.0K | 0.08% | +2,113+46.5% | Added |
| Old National Bancorp | 6,605 | $878.7K | 0.02% | +279+4.4% | Added |
| Mainstay Capital Management LLC | 6,594 | $877.2K | 0.04% | +3,446+109.5% | Added |
| Cigna Investments Inc | 6,593 | $877.0K | 0.15% | −125−1.9% | Reduced |
| Wedmont Private Capital | 6,258 | $871.3K | 0.04% | +793+14.5% | Added |
| Arete Wealth Advisors, LLC | 6,530 | $869.0K | 0.06% | −1,495−18.6% | Reduced |
| Ameritas Investment Partners, Inc. | 6,431 | $855.5K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 6,415 | $853.4K | 0.00% | +1,272+24.7% | Added |
| Concurrent Investment Advisors, LLC | 6,414 | $853.3K | 0.02% | −3,675−36.4% | Reduced |
| Marsico Capital Management LLC | 6,394 | $850.6K | 0.02% | −373,028−98.3% | Reduced |
| Western Financial Corp | 6,350 | $844.7K | 0.45% | −45−0.7% | Reduced |
| One Capital Management, LLC | 6,342 | $843.7K | 0.03% | −10.0% | Reduced |
| Congress Wealth Management LLC | 6,327 | $841.8K | 0.01% | +1,640+35.0% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,273 | $834.6K | 0.19% | 00.0% | Unchanged |
| Winslow Capital Management, LLC | 6,239 | $830.0K | 0.00% | −2,515,044−99.8% | Reduced |
| Ritholtz Wealth Management | 6,236 | $829.6K | 0.02% | +1,834+41.7% | Added |
| Diligent Investors, LLC | 6,230 | $828.7K | 0.20% | +10.0% | Added |
| Umb Bank N A | 6,228 | $828.5K | 0.01% | −6,177−49.8% | Reduced |
| Keel Point, LLC | 6,195 | $824.1K | 0.05% | +540+9.5% | Added |
| Premier Path Wealth Partners, LLC | 6,186 | $822.9K | 0.11% | +1,113+21.9% | Added |
| National Asset Management, Inc. | 6,146 | $817.6K | 0.04% | −10,270−62.6% | Reduced |
| Red Door Wealth Management, LLC | 6,102 | $811.7K | 0.10% | +980+19.1% | Added |
| Firethorn Wealth Partners, LLC | 6,028 | $801.9K | 0.35% | −697−10.4% | Reduced |
| Perbak Capital Partners LLP | 6,025 | $801.5K | 0.18% | +6,025 | New |
| Spirepoint Private Client, LLC | 6,005 | $798.8K | 0.09% | −5−0.1% | Reduced |
| Fusion Capital, LLC | 5,936 | $789.7K | 0.27% | +834+16.3% | Added |
| Baker Tilly Wealth Management, LLC | 5,933 | $789.3K | 0.28% | +351+6.3% | Added |
| Welch & Forbes LLC | 5,781 | $769.0K | 0.01% | −61−1.0% | Reduced |
| United Bank | 5,777 | $768.5K | 0.29% | +5,777 | New |
| Good Life Advisors, LLC | 5,741 | $763.8K | 0.05% | +4+0.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,699 | $758.1K | 0.04% | +1,450+34.1% | Added |
| U.S. Capital Wealth Advisors, LLC | 5,696 | $757.8K | 0.02% | −26,195−82.1% | Reduced |
| XML Financial, LLC | 5,657 | $752.6K | 0.07% | +811+16.7% | Added |
| Insigneo Advisory Services, LLC | 5,627 | $748.6K | 0.06% | −691−10.9% | Reduced |
| Stamos Capital Partners, L.P. | 5,620 | $747.6K | 0.13% | +2,217+65.1% | Added |
| RiverFront Investment Group, LLC | 5,618 | $747.4K | 0.01% | 00.0% | Unchanged |
| Old Mission Capital LLC | 5,615 | $747.0K | 0.02% | +5,615 | New |
| Ballentine Partners, LLC | 5,592 | $743.9K | 0.01% | −491−8.1% | Reduced |
| Qtron Investments LLC | 5,503 | $732.1K | 0.09% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 5,500 | $731.7K | 0.06% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 5,500 | $731.7K | 0.42% | +5,500 | New |
| Sawgrass Asset Management LLC | 5,496 | $731.1K | 0.08% | −1,367−19.9% | Reduced |
| Tradition Wealth Management, LLC | 5,473 | $728.0K | 0.06% | +1,591+41.0% | Added |
| David Loasby | 5,093 | $726.0K | 0.06% | +2,954+138.1% | Added |
| Strategy Asset Managers LLC | 5,401 | $718.5K | 0.13% | −1,524−22.0% | Reduced |
| Guinness Asset Management LTD | 5,385 | $716.4K | 0.01% | +125+2.4% | Added |
| Journey Strategic Wealth LLC | 5,362 | $713.3K | 0.02% | +5,362 | New |
| Samalin Investment Counsel, LLC | 5,310 | $706.4K | 0.27% | +378+7.7% | Added |
| Raiffeisen Bank International AG | 5,480 | $706.0K | 0.01% | −193−3.4% | Reduced |
| Principal Street Partners, LLC | 5,284 | $702.9K | 0.07% | −132−2.4% | Reduced |
| Drake & Associates, LLC | 5,251 | $698.5K | 0.17% | +5,251 | New |
| Dorsey & Whitney Trust CO LLC | 5,214 | $693.6K | 0.04% | −519−9.1% | Reduced |
| Diversified Trust Co | 5,208 | $692.8K | 0.02% | +31+0.6% | Added |
| Caption Management, LLC | 5,200 | $691.8K | 0.06% | −4,925−48.6% | Reduced |
| Diversify Advisory Services, LLC | 4,663 | $686.5K | 0.03% | +1,406+43.2% | Added |
| Huntington National Bank | 5,153 | $685.5K | 0.00% | +226+4.6% | Added |
| Capital Group Investment Management Pte. Ltd. | 5,064 | $673.7K | 0.12% | +5,064 | New |
| Cobblestone Capital Advisors LLC | 5,063 | $673.5K | 0.03% | +5,063 | New |
| Legacy Wealth Management, LLC | 5,048 | $671.5K | 0.20% | −2,434−32.5% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 5,046 | $671.0K | 0.02% | −27,000−84.3% | Reduced |
| Marks Group Wealth Management, Inc | 5,036 | $669.9K | 0.06% | +334+7.1% | Added |
| Hilltop Holdings Inc. | 5,034 | $669.7K | 0.04% | +611+13.8% | Added |
| Principle Wealth Partners LLC | 5,032 | $669.4K | 0.04% | +12+0.2% | Added |
| Pines Wealth Management, LLC | 4,825 | $668.7K | 0.24% | +710+17.3% | Added |
| Trust Co of Toledo NA | 4,987 | $663.4K | 0.07% | +4,987 | New |
| Cary Street Partners Financial LLC | 4,960 | $659.8K | 0.02% | −88−1.7% | Reduced |
| KCM Investment Advisors LLC | 4,900 | $651.8K | 0.02% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 4,898 | $651.6K | 0.06% | +58+1.2% | Added |
| Bridgewater Advisors Inc. | 4,502 | $649.3K | 0.05% | +157+3.6% | Added |
| ProVise Management Group, LLC | 4,839 | $643.7K | 0.05% | −250−4.9% | Reduced |
| Voleon Capital Management LP | 4,790 | $637.2K | 0.03% | +4,790 | New |
| Ashton Thomas Private Wealth, LLC | 4,779 | $635.8K | 0.02% | +2,678+127.5% | Added |
| Clarius Group, LLC | 4,778 | $635.6K | 0.04% | +906+23.4% | Added |
| NorthRock Partners, LLC | 4,716 | $627.8K | 0.02% | +2,281+93.7% | Added |
| Duncker Streett & Co Inc | 4,700 | $625.2K | 0.11% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 4,700 | $625.2K | 0.21% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,673 | $621.1K | 0.03% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 4,640 | $617.3K | 0.02% | −1,115−19.4% | Reduced |
| Clearwater Capital Advisors, LLC | 4,637 | $616.9K | 0.06% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 4,613 | $613.6K | 0.01% | +20+0.4% | Added |
| 10Elms LLP | 4,594 | $611.1K | 0.58% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 4,571 | $608.1K | 0.01% | −152,402−97.1% | Reduced |
| Fundamentun, LLC | 4,568 | $607.7K | 0.03% | +324+7.6% | Added |
| Joel Isaacson & Co., LLC | 4,567 | $607.5K | 0.02% | +4,567 | New |
| Family Management Corp | 4,538 | $603.7K | 0.09% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 4,504 | $599.2K | 0.28% | +376+9.1% | Added |
| Alpha Cubed Investments, LLC | 4,501 | $598.8K | 0.02% | −29−0.6% | Reduced |
| Wealth Quarterback LLC | 4,439 | $590.5K | 0.28% | +4,439 | New |
| Fountainhead AM, LLC | 4,426 | $588.7K | 0.09% | −87−1.9% | Reduced |
| Cornerstone Wealth Management, LLC | 4,370 | $581.3K | 0.04% | +950+27.8% | Added |
| Meiji Yasuda Life Insurance Co | 4,367 | $580.9K | 0.02% | −524−10.7% | Reduced |