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 |
|---|---|---|---|---|---|
| Kovack Advisors, Inc. | 4,351 | $578.8K | 0.06% | +105+2.5% | Added |
| Howard Capital Management Inc. | 4,310 | $573.4K | 0.01% | +756+21.3% | Added |
| Johnson Investment Counsel Inc | 4,305 | $572.7K | 0.01% | +455+11.8% | Added |
| Cassaday & Co Wealth Management LLC | 4,289 | $570.6K | 0.01% | +4,289 | New |
| Westpac Banking Corp | 4,266 | $567.5K | 0.04% | +178+4.4% | Added |
| Intact Investment Management Inc. | 4,200 | $558.7K | 0.02% | +4,200 | New |
| Sigma Planning Corp | 4,197 | $558.3K | 0.02% | −243−5.5% | Reduced |
| Meridian Wealth Management, LLC | 4,183 | $556.4K | 0.02% | +34+0.8% | Added |
| Watershed Private Wealth LLC | 4,179 | $555.9K | 0.20% | 00.0% | Unchanged |
| Spirit of America Management Corp | 4,150 | $552.1K | 0.12% | +1,600+62.7% | Added |
| Banque Cantonale Vaudoise | 4,138 | $551.0K | 0.02% | −1,303−23.9% | Reduced |
| Union Bancaire Privee, UBP SA | 4,444 | $549.1K | 0.01% | −18,640−80.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 4,100 | $545.4K | 0.01% | −3−0.1% | Reduced |
| one8zero8, LLC | 4,100 | $545.4K | 0.13% | 00.0% | Unchanged |
| Fjell Capital, LLC | 4,098 | $545.2K | 0.51% | −215−5.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,086 | $543.6K | 0.03% | −7,481−64.7% | Reduced |
| TAGStone Capital, Inc. | 3,786 | $540.2K | 0.22% | +5+0.1% | Added |
| Kavar Capital Partners Group, LLC | 4,022 | $535.0K | 0.08% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 4,006 | $532.9K | 0.05% | +63+1.6% | Added |
| Wealth Preservation Advisors, LLC | 4,000 | $532.1K | 0.33% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 3,999 | $532.0K | 0.06% | −9−0.2% | Reduced |
| Teza Capital Management LLC | 3,993 | $531.2K | 0.40% | +1,867+87.8% | Added |
| Buckingham Strategic Partners | 3,990 | $530.6K | 0.01% | −7,751−66.0% | Reduced |
| Stratos Wealth Partners, LTD. | 3,985 | $530.2K | 0.01% | −4,586−53.5% | Reduced |
| Oxford Financial Group Ltd | 3,954 | $526.0K | 0.03% | −44−1.1% | Reduced |
| Fort Sheridan Advisors LLC | 3,929 | $522.7K | 0.07% | −99−2.5% | Reduced |
| Sunbelt Securities, Inc. | 3,533 | $522.6K | 0.05% | −2−0.1% | Reduced |
| Parcion Private Wealth LLC | 3,925 | $522.1K | 0.04% | +13+0.3% | Added |
| Haverford Trust Co | 3,884 | $516.7K | 0.00% | +1,010+35.1% | Added |
| S-Bank Fund Management Ltd | 3,850 | $512.2K | 0.08% | −301−7.3% | Reduced |
| Prospera Financial Services Inc | 3,832 | $509.9K | 0.01% | −244−6.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 3,810 | $506.8K | 0.15% | −100−2.6% | Reduced |
| Berkshire Asset Management LLC | 3,806 | $506.3K | 0.02% | +6+0.2% | Added |
| Ade, LLC | 3,805 | $506.2K | 0.27% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 3,813 | $505.0K | 0.30% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 3,788 | $503.9K | 0.02% | +3,788 | New |
| MGB Wealth Management, LLC | 3,763 | $501.4K | 0.17% | −2,049−35.3% | Reduced |
| Perennial Investment Advisors, LLC | 3,742 | $497.8K | 0.05% | −23−0.6% | Reduced |
| Shelton Capital Management | 3,735 | $496.9K | 0.01% | −75−2.0% | Reduced |
| Resurgent Financial Advisors LLC | 3,731 | $496.3K | 0.27% | +6+0.2% | Added |
| Syon Capital LLC | 3,722 | $495.1K | 0.03% | +1,013+37.4% | Added |
| Apella Capital, LLC | 3,642 | $493.7K | 0.01% | +314+9.4% | Added |
| Centiva Capital, LP | 3,700 | $492.2K | 0.03% | +3,700 | New |
| Virtue Capital Management, LLC | 3,671 | $488.4K | 0.09% | −306−7.7% | Reduced |
| First City Capital Management, Inc. | 3,671 | $488.4K | 0.28% | −255−6.5% | Reduced |
| Register Financial Advisors LLC | 3,666 | $487.6K | 0.21% | +67+1.9% | Added |
| Dana Investment Advisors, Inc. | 3,664 | $487.5K | 0.02% | −107−2.8% | Reduced |
| Leavell Investment Management, Inc. | 3,657 | $486.5K | 0.02% | +490+15.5% | Added |
| Kingswood Wealth Advisors, LLC | 3,632 | $483.2K | 0.04% | −285−7.3% | Reduced |
| Bridgewater Associates, LP | 3,624 | $482.1K | 0.00% | −830−18.6% | Reduced |
| Nations Financial Group Inc, | 3,616 | $481.1K | 0.03% | +3,616 | New |
| Commerzbank Aktiengesellschaft | 3,598 | $479.0K | 0.01% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 3,579 | $476.1K | 0.45% | +6+0.2% | Added |
| Dudley Capital Management, LLC | 3,570 | $474.9K | 0.24% | +170+5.0% | Added |
| HHM Wealth Advisors, LLC | 3,566 | $474.4K | 0.06% | +10.0% | Added |
| Cercano Management LLC | 3,560 | $473.6K | 0.01% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 3,551 | $472.4K | 0.11% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 3,532 | $469.9K | 0.00% | −28−0.8% | Reduced |
| First Horizon Advisors, Inc. | 3,518 | $468.1K | 0.01% | −542−13.3% | Reduced |
| Catalyst Private Wealth, LLC | 3,516 | $467.7K | 0.21% | +643+22.4% | Added |
| Conning Inc. | 3,511 | $467.1K | 0.02% | +150+4.5% | Added |
| L.M. Kohn & Company | 3,505 | $466.3K | 0.13% | −258−6.9% | Reduced |
| LM Advisors LLC | 3,500 | $466.0K | 0.06% | +3,500 | New |
| Knightsbridge Asset Management, LLC | 3,488 | $464.0K | 0.10% | +67+2.0% | Added |
| SCS Capital Management LLC | 3,464 | $460.8K | 0.01% | +1,439+71.1% | Added |
| Hamilton Capital Partners Inc. | 3,450 | $459.0K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,446 | $458.4K | 0.06% | −1,180−25.5% | Reduced |
| Cadent Capital Advisors, LLC | 3,420 | $455.0K | 0.15% | +20+0.6% | Added |
| Citizens National Bank Trust Department | 3,400 | $452.3K | 0.09% | −155−4.4% | Reduced |
| Cypress Wealth Services, LLC | 3,390 | $451.0K | 0.08% | −90−2.6% | Reduced |
| Bayforest Capital Ltd | 3,389 | $450.8K | 0.20% | +2,385+237.5% | Added |
| Alta Advisers Ltd | 3,363 | $447.4K | 0.16% | 00.0% | Unchanged |
| FreeGulliver LLC | 3,359 | $446.8K | 0.21% | −4−0.1% | Reduced |
| AA Financial Advisors, LLC | 3,359 | $446.8K | 0.10% | +674+25.1% | Added |
| Black Swift Group, LLC | 3,350 | $445.7K | 0.09% | −23,000−87.3% | Reduced |
| GLOBALT Investments LLC | 3,338 | $444.1K | 0.02% | −481−12.6% | Reduced |
| XTX Topco Ltd | 3,287 | $437.3K | 0.02% | −10,980−77.0% | Reduced |
| CNB Bank | 3,209 | $426.9K | 0.20% | +654+25.6% | Added |
| Hodges Capital Management Inc. | 3,206 | $426.5K | 0.04% | +3+0.1% | Added |
| Sovereign Financial Group, Inc. | 3,190 | $424.4K | 0.09% | +10+0.3% | Added |
| Horizon Kinetics Asset Management LLC | 3,178 | $422.8K | 0.01% | −2,180−40.7% | Reduced |
| SageView Advisory Group, LLC | 2,769 | $421.4K | 0.02% | −44−1.6% | Reduced |
| Fiduciary Family Office, LLC | 3,139 | $417.6K | 0.14% | +38+1.2% | Added |
| Masso Torrence Wealth Management Inc. | 3,124 | $415.6K | 0.19% | −48−1.5% | Reduced |
| Optimize Financial Inc | 3,117 | $414.7K | 0.25% | −22−0.7% | Reduced |
| Integrated Wealth Concepts LLC | 3,109 | $413.6K | 0.00% | +150+5.1% | Added |
| Oppenheimer Asset Management Inc. | 3,104 | $412.9K | 0.00% | +60+2.0% | Added |
| Cornerstone Advisory, LLC | 3,097 | $411.9K | 0.04% | +89+3.0% | Added |
| Lombard Odier Asset Management (USA) Corp | 3,066 | $407.9K | 0.10% | +3,066 | New |
| Sweeney & Michel, LLC | 2,862 | $403.7K | 0.14% | −631−18.1% | Reduced |
| Brighton Jones LLC | 3,034 | $403.6K | 0.01% | −1,665−35.4% | Reduced |
| Rochester Wealth Strategies, LLC | 3,010 | $400.4K | 0.29% | 00.0% | Unchanged |
| Davis R M Inc | 3,005 | $399.7K | 0.01% | −30−1.0% | Reduced |
| Wellington Shields & Co., LLC | 3,000 | $399.1K | 0.11% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 3,000 | $399.1K | 0.01% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 2,969 | $395.0K | 0.09% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 2,920 | $388.0K | 0.01% | −1,610−35.5% | Reduced |
| Kera Capital Partners, Inc. | 2,908 | $386.9K | 0.08% | +2,908 | New |
| VestGen Advisors, LLC | 2,883 | $383.6K | 0.02% | −295−9.3% | Reduced |
| BCS Private Wealth Management, Inc. | 2,880 | $383.0K | 0.14% | +2,880 | New |