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 |
|---|---|---|---|---|---|
| Boreal Capital Management LLC | 1,009 | $131.1K | 0.11% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1,011 | $131.4K | 0.04% | +7+0.7% | Added |
| Osterweis Capital Management Inc | 1,032 | $134.1K | 0.01% | −22−2.1% | Reduced |
| Motco | 1,054 | $137.0K | 0.01% | +24+2.3% | Added |
| Webster Bank, N. A. | 1,113 | $144.6K | 0.01% | −29−2.5% | Reduced |
| Financial Perspectives, Inc | 1,120 | $145.5K | 0.04% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,126 | $146.3K | 0.01% | −771−40.6% | Reduced |
| Clear Street Markets LLC | 1,184 | $153.9K | 0.05% | +729+160.2% | Added |
| Harbor Asset Planning, Inc. | 1,197 | $155.6K | 0.14% | 00.0% | Unchanged |
| YANKCOM Partnership | 1,294 | $168.2K | 0.08% | +19+1.5% | Added |
| Hantz Financial Services, Inc. | 1,335 | $173.0K | 0.00% | +177+15.3% | Added |
| Hoey Investments, Inc | 1,408 | $183.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,420 | $184.6K | 0.01% | +151+11.9% | Added |
| Mather Group, LLC. | 1,479 | $192.3K | 0.00% | +1,479 | New |
| Montag A & Associates Inc | 1,511 | $196.4K | 0.01% | +11+0.7% | Added |
| RIA Advisory Group LLC | 1,550 | $201.4K | 0.05% | +2+0.1% | Added |
| King Luther Capital Management Corp | 1,561 | $202.9K | 0.00% | +1,561 | New |
| Ashton Thomas Private Wealth, LLC | 1,563 | $203.1K | 0.01% | −3,216−67.3% | Reduced |
| TigerOak Management, L.L.C. | 1,568 | $203.8K | 0.06% | +1,568 | New |
| Ameritas Advisory Services, LLC | 1,569 | $203.9K | 0.01% | −86−5.2% | Reduced |
| Financial Partners Group, Inc | 1,571 | $204.1K | 0.03% | −95−5.7% | Reduced |
| BLB&B Advisors, LLC | 1,571 | $204.2K | 0.01% | +11+0.7% | Added |
| KLCM Advisors, Inc. | 1,577 | $204.9K | 0.02% | 00.0% | Unchanged |
| Stonekeep Investments, LLC | 1,584 | $205.9K | 0.13% | +22+1.4% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1,584 | $205.9K | 0.01% | +1,584 | New |
| Stelac Advisory Services LLC | 1,595 | $207.3K | 0.07% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 1,586 | $207.4K | 0.07% | +43+2.8% | Added |
| Great Lakes Advisors, LLC | 1,600 | $207.9K | 0.00% | −508−24.1% | Reduced |
| Strid Group, LLC | 1,600 | $207.9K | 0.03% | +1,600 | New |
| Optiver Holding B.V. | 1,610 | $209.2K | 0.00% | −218−11.9% | Reduced |
| Alpha Wealth Funds, LLC | 1,700 | $210.0K | 0.17% | 00.0% | Unchanged |
| Brookwood Investment Group LLC | 1,620 | $210.6K | 0.03% | +8+0.5% | Added |
| Rehmann Capital Advisory Group | 1,622 | $210.8K | 0.01% | +59+3.8% | Added |
| Formidable Asset Management, LLC | 1,591 | $211.7K | 0.03% | +1,591 | New |
| Catalyst Capital Advisors LLC | 1,635 | $212.5K | 0.00% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,635 | $212.5K | 0.03% | +1,635 | New |
| Redwood Financial Network Corp | 1,636 | $212.7K | 0.13% | −16−1.0% | Reduced |
| Tower View Investment Management & Research LLC | 1,643 | $213.5K | 0.11% | +3+0.2% | Added |
| Axxcess Wealth Management, LLC | 1,650 | $214.4K | 0.00% | −63−3.7% | Reduced |
| Alpha Omega Wealth Management LLC | 1,651 | $214.5K | 0.04% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,656 | $215.2K | 0.01% | −130−7.3% | Reduced |
| First Horizon Corp | 1,657 | $215.3K | 0.01% | +1,657 | New |
| Meadow Creek Wealth Advisors LLC | 1,837 | $215.9K | 0.14% | −270−12.8% | Reduced |
| Unison Asset Management LLC | 1,668 | $216.8K | 0.10% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 1,672 | $217.3K | 0.02% | +75+4.7% | Added |
| Modern Wealth Management, LLC | 1,676 | $217.9K | 0.00% | +11+0.7% | Added |
| Loomis Sayles & Co L P | 1,679 | $218.2K | 0.00% | +628+59.8% | Added |
| ORG Wealth Partners, LLC | 1,691 | $219.9K | 0.05% | −219−11.5% | Reduced |
| Horizon Bancorp Inc | 1,698 | $221.0K | 0.11% | +845+99.1% | Added |
| Tripletail Wealth Management, LLC | 1,745 | $221.4K | 0.26% | +1,745 | New |
| Modera Wealth Management, LLC | 1,705 | $221.6K | 0.00% | −11−0.6% | Reduced |
| Peapack Gladstone Financial Corp | 1,709 | $222.0K | 0.00% | −1,095−39.1% | Reduced |
| Aureus Asset Management, LLC | 1,710 | $222.2K | 0.01% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 1,714 | $222.7K | 0.02% | +1,714 | New |
| Pension & Wealth Management Advisors, Inc. | 1,714 | $222.8K | 0.07% | −16−0.9% | Reduced |
| Semus Wealth Partners LLC | 1,716 | $223.0K | 0.13% | +163+10.5% | Added |
| Avidian Wealth Solutions, LLC | 1,722 | $223.8K | 0.01% | +138+8.7% | Added |
| Heartwood Wealth Advisors LLC | 1,723 | $223.9K | 0.02% | 00.0% | Unchanged |
| Birch Financial Group, LLC | 1,727 | $224.4K | 0.13% | +28+1.6% | Added |
| Garden State Investment Advisory Services LLC | 1,730 | $224.9K | 0.06% | −180−9.4% | Reduced |
| AdvisorNet Financial, Inc | 1,732 | $225.1K | 0.01% | +487+39.1% | Added |
| GeoWealth Management, LLC | 1,736 | $225.6K | 0.01% | +10+0.6% | Added |
| Versant Capital Management, Inc | 1,739 | $226.0K | 0.03% | +128+7.9% | Added |
| Red Lighthouse Investment Management, LLC | 1,740 | $226.1K | 0.08% | +1+0.1% | Added |
| Douglass Winthrop Advisors, LLC | 1,750 | $227.4K | 0.00% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 1,765 | $229.4K | 0.02% | +1,765 | New |
| Lantz Financial LLC | 1,766 | $229.5K | 0.05% | +139+8.5% | Added |
| Scissortail Wealth Management, LLC | 1,772 | $230.3K | 0.05% | +1,772 | New |
| William Blair Investment Management, LLC | 1,773 | $230.4K | 0.00% | −21−1.2% | Reduced |
| 44 Wealth Management LLC | 1,776 | $230.8K | 0.08% | −335−15.9% | Reduced |
| Platform Technology Partners | 1,778 | $231.1K | 0.06% | 00.0% | Unchanged |
| M.E. Allison & Co., Inc. | 1,790 | $232.6K | 0.16% | 00.0% | Unchanged |
| RMR Wealth Builders | 1,794 | $233.1K | 0.02% | −21−1.2% | Reduced |
| Knollwood Investment Advisory, LLC | 1,800 | $233.9K | 0.02% | 00.0% | Unchanged |
| Tandem Financial, LLC | 1,801 | $234.0K | 0.09% | +1,801 | New |
| Pine Valley Investments Ltd Liability Co | 1,802 | $234.2K | 0.01% | +13+0.7% | Added |
| Serenus Wealth Advisors, LLC | 1,806 | $234.7K | 0.04% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 1,806 | $234.7K | 0.07% | +1,806 | New |
| Bogart Wealth, LLC | 1,810 | $235.2K | 0.01% | +7+0.4% | Added |
| Pettinga Financial Advisors, LLC | 1,821 | $236.6K | 0.05% | 00.0% | Unchanged |
| New Hampshire Trust | 1,836 | $238.6K | 0.05% | 00.0% | Unchanged |
| Onefund, LLC | 1,841 | $239.2K | 0.15% | +68+3.8% | Added |
| Cary Street Partner Investment Advisory LLC | 1,845 | $239.8K | 0.10% | +59+3.3% | Added |
| Massmutual Trust Co FSB | 1,849 | $240.3K | 0.01% | +245+15.3% | Added |
| Stablepoint Partners, LLC | 1,850 | $240.4K | 0.04% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 1,855 | $241.1K | 0.04% | 00.0% | Unchanged |
| Lynx Investment Advisory | 1,856 | $241.1K | 0.14% | +3+0.2% | Added |
| Tocqueville Asset Management L.P. | 1,868 | $242.7K | 0.00% | +268+16.8% | Added |
| Simplicity Wealth,LLC | 1,872 | $243.3K | 0.01% | −1,916−50.6% | Reduced |
| Canvas Wealth Advisors, LLC | 1,908 | $243.6K | 0.04% | −111−5.5% | Reduced |
| Moss Adams Wealth Advisors LLC | 1,887 | $245.2K | 0.02% | +51+2.8% | Added |
| MidAtlantic Capital Management, Inc. | 1,897 | $246.5K | 0.17% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 1,898 | $246.7K | 0.05% | 00.0% | Unchanged |
| Conservest Capital Advisors, Inc. | 1,900 | $246.9K | 0.02% | +1+0.1% | Added |
| Sandy Cove Advisors, LLC | 1,912 | $248.5K | 0.08% | +135+7.6% | Added |
| Sage Mountain Advisors LLC | 1,915 | $248.8K | 0.01% | +1,915 | New |
| St Germain D J Co Inc | 1,920 | $249.5K | 0.01% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 1,929 | $250.7K | 0.02% | +304+18.7% | Added |
| Hilton Capital Management, LLC | 1,932 | $251.1K | 0.02% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 2,010 | $251.4K | 0.11% | +2,010 | New |