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, Q3 2025
Institutional positions in KKR & Co. Inc. as of Sep 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
- 1,377
- +65 vs. Q2 2025
- Shares held
- 529.7M
- +4.93M (+0.9%) vs. Q2 2025
- Total value
- $68.9B
- −$945.4M (−1.4%) vs. Q2 2025
- New holders
- 152
- 580 more added
- Sold out
- 87
- 433 more reduced
19 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| ORG Partners LLC | 133 | $17.3K | 0.00% | +34+34.3% | Added |
| Carolina Wealth Advisors, LLC | 134 | $17.4K | 0.01% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 1,732 | $18.2K | 0.01% | +1,592+1,137.1% | Added |
| Howard Hughes Medical Institute | 147 | $19.1K | 0.01% | +2+1.4% | Added |
| Transamerica Financial Advisors, Inc. | 148 | $19.1K | 0.00% | +148 | New |
| Crewe Advisors LLC | 153 | $19.9K | 0.00% | +153 | New |
| Meeder Asset Management Inc | 161 | $20.9K | 0.00% | −290−64.3% | Reduced |
| Abound Wealth Management | 171 | $22.3K | 0.01% | +4+2.4% | Added |
| Financial Management Professionals, Inc. | 176 | $22.9K | 0.00% | +13+8.0% | Added |
| Hanson & Doremus Investment Management | 180 | $23.0K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 181 | $23.5K | 0.01% | +52+40.3% | Added |
| Morse Asset Management, Inc | 185 | $24.0K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 187 | $24.3K | 0.01% | +187 | New |
| Hollencrest Capital Management | 190 | $24.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 198 | $25.7K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 200 | $26.0K | 0.00% | +200 | New |
| ESL Trust Services, LLC | 200 | $26.0K | 0.01% | +200 | New |
| Alpine Bank Wealth Management | 204 | $26.5K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 204 | $26.5K | 0.00% | 00.0% | Unchanged |
| GGM Financials LLC | 205 | $26.7K | 0.01% | +205 | New |
| Atlantic Trust, LLC | 208 | $27.0K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 225 | $29.2K | 0.02% | +215+2,150.0% | Added |
| Pineridge Advisors LLC | 226 | $29.4K | 0.01% | −9−3.8% | Reduced |
| Armstrong Advisory Group, Inc | 232 | $30.1K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 235 | $30.5K | 0.01% | +31+15.2% | Added |
| Resources Management Corp | 250 | $32.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 250 | $32.5K | 0.00% | +7+2.9% | Added |
| Atlantic Union Bankshares Corp | 252 | $32.7K | 0.00% | +252 | New |
| Fairscale Capital, LLC | 257 | $33.4K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 281 | $35.9K | 0.00% | +281 | New |
| Sachetta, LLC | 286 | $37.2K | 0.01% | +14+5.1% | Added |
| Western Pacific Wealth Management, LP | 287 | $37.3K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 288 | $37.4K | 0.02% | −35−10.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 276 | $38.5K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 307 | $40.0K | 0.00% | +17+5.9% | Added |
| Truvestments Capital LLC | 310 | $40.3K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 320 | $41.6K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 325 | $42.2K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 342 | $44.0K | 0.01% | +342 | New |
| Private Wealth Asset Management, LLC | 345 | $44.8K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 361 | $47.0K | 0.00% | +361 | New |
| Hudson Bay Capital Management LP | 370 | $48.1K | 0.00% | −56,974−99.4% | Reduced |
| Covestor Ltd | 376 | $49.0K | 0.03% | −11−2.8% | Reduced |
| Concord Wealth Partners | 399 | $51.9K | 0.01% | −2,452−86.0% | Reduced |
| Glen Eagle Advisors, LLC | 427 | $55.5K | 0.01% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 430 | $55.9K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 430 | $55.9K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 436 | $56.7K | 0.06% | 00.0% | Unchanged |
| BankPlus Trust Department | 440 | $57.2K | 0.02% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 450 | $58.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 450 | $58.0K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 446 | $58.0K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 450 | $58.5K | 0.02% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 456 | $59.3K | 0.00% | +6+1.3% | Added |
| Smallwood Wealth Investment Management, LLC | 472 | $61.4K | 0.03% | −9−1.9% | Reduced |
| Cheviot Value Management, LLC | 510 | $61.5K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 477 | $61.9K | 0.01% | +477 | New |
| VSM Wealth Advisory, LLC | 481 | $62.4K | 0.02% | +1+0.2% | Added |
| CoreCap Advisors, LLC | 482 | $62.6K | 0.00% | +21+4.6% | Added |
| NBC Securities, Inc. | 483 | $62.8K | 0.00% | −1,240−72.0% | Reduced |
| Grove Bank & Trust | 499 | $64.8K | 0.01% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 500 | $65.0K | 0.04% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 512 | $66.5K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 540 | $70.2K | 0.05% | −49−8.3% | Reduced |
| First United Bank Trust | 549 | $71.3K | 0.02% | +32+6.2% | Added |
| Capula Management Ltd | 551 | $71.6K | 0.00% | +355+181.1% | Added |
| Kings Path Partners LLC | 556 | $72.3K | 0.03% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 568 | $73.8K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 575 | $74.7K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 586 | $76.2K | 0.04% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 604 | $78.5K | 0.02% | +1+0.2% | Added |
| Ameriflex Group, Inc. | 608 | $79.0K | 0.03% | +294+93.6% | Added |
| Strategic Wealth Partners, Ltd. | 615 | $79.9K | 0.01% | +14+2.3% | Added |
| AlphaCore Capital LLC | 616 | $80.0K | 0.00% | +616 | New |
| WPG Advisers, LLC | 628 | $81.6K | 0.06% | +169+36.8% | Added |
| Cromwell Holdings LLC | 634 | $82.4K | 0.04% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 655 | $85.1K | 0.01% | +655 | New |
| Eastern Bank | 662 | $86.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 666 | $86.6K | 0.00% | −273−29.1% | Reduced |
| Asset Planning,Inc | 669 | $87.0K | 0.06% | +1+0.1% | Added |
| Cloud Capital Management, LLC | 672 | $87.0K | 0.05% | +672 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 670 | $87.1K | 0.02% | +120+21.8% | Added |
| Acadian Asset Management LLC | 683 | $88.0K | 0.00% | +445+187.0% | Added |
| RMG Wealth Management LLC | 728 | $89.9K | 0.01% | +728 | New |
| TSFG, LLC | 726 | $94.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 749 | $97.3K | 0.00% | +8+1.1% | Added |
| Compagnie Lombard Odier SCmA | 765 | $99.4K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 805 | $104.0K | 0.01% | +71+9.7% | Added |
| Cornerstone Planning Group LLC | 940 | $111.1K | 0.02% | +12+1.3% | Added |
| Ostrum Asset Management | 855 | $111.1K | 0.00% | −1,918−69.2% | Reduced |
| NBT Bank N A | 130 | $111.8K | 0.01% | −730−84.9% | Reduced |
| TCTC Holdings, LLC | 860 | $111.8K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 943 | $122.5K | 0.01% | +423+81.3% | Added |
| Valley National Advisers Inc | 951 | $123.0K | 0.02% | +2+0.2% | Added |
| Sound Income Strategies, LLC | 994 | $123.3K | 0.01% | +1+0.1% | Added |
| Delta Asset Management LLC | 981 | $127.5K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 984 | $127.9K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 988 | $128.4K | 0.03% | +988 | New |
| Ramirez Asset Management, Inc. | 1,000 | $129.9K | 0.02% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,001 | $130.1K | 0.01% | +1+0.1% | Added |