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 |
|---|---|---|---|---|---|
| Miracle Mile Advisors, LLC | 1,939 | $252.0K | 0.00% | +53+2.8% | Added |
| GPS Wealth Strategies Group, LLC | 1,943 | $252.5K | 0.03% | 00.0% | Unchanged |
| Private Trust Co NA | 1,944 | $252.6K | 0.02% | +639+49.0% | Added |
| Sowell Financial Services LLC | 1,946 | $252.8K | 0.01% | +398+25.7% | Added |
| Navis Wealth Advisors, LLC | 1,946 | $252.9K | 0.19% | +115+6.3% | Added |
| Moneta Group Investment Advisors LLC | 1,948 | $253.2K | 0.00% | +10+0.5% | Added |
| Mullaney, Keating & Wright, Inc. | 1,956 | $254.1K | 0.14% | +3+0.2% | Added |
| Opinicus Capital, Inc. | 1,956 | $254.2K | 0.18% | −38−1.9% | Reduced |
| Axq Capital, LP | 1,961 | $254.8K | 0.10% | +1,961 | New |
| PFG Investments, LLC | 1,961 | $254.9K | 0.01% | +1,961 | New |
| Montecito Bank & Trust | 1,963 | $255.1K | 0.04% | +1,963 | New |
| Stamos Capital Partners, L.P. | 1,986 | $258.1K | 0.05% | −3,634−64.7% | Reduced |
| Fisher Asset Management, LLC | 1,990 | $258.7K | 0.00% | −142−6.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,993 | $259.0K | 0.03% | +100+5.3% | Added |
| Holistic Planning, LLC | 1,994 | $259.2K | 0.07% | +80+4.2% | Added |
| West Wealth Group, LLC | 2,085 | $259.5K | 0.06% | −192−8.4% | Reduced |
| Benin Management CORP | 2,000 | $259.9K | 0.06% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $259.9K | 0.04% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 2,000 | $259.9K | 0.15% | 00.0% | Unchanged |
| Emprise Bank | 2,000 | $259.9K | 0.11% | 00.0% | Unchanged |
| Granite FO LLC | 2,000 | $259.9K | 0.14% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 2,001 | $260.1K | 0.01% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 2,009 | $261.1K | 0.01% | +9+0.4% | Added |
| Sentry Investment Management LLC | 2,102 | $262.0K | 0.17% | +2+0.1% | Added |
| BTG Pactual Asset Management US LLC | 2,020 | $262.5K | 0.03% | +2,020 | New |
| Stock Yards Bank & Trust Co | 2,028 | $263.5K | 0.01% | −3−0.1% | Reduced |
| Sivia Capital Partners, LLC | 2,043 | $265.5K | 0.07% | −7−0.3% | Reduced |
| Soltis Investment Advisors LLC | 2,045 | $265.8K | 0.02% | +97+5.0% | Added |
| NorthCrest Asset Manangement, LLC | 2,137 | $266.6K | 0.01% | +247+13.1% | Added |
| Renaissance Group LLC | 2,052 | $266.6K | 0.01% | −623−23.3% | Reduced |
| Portus Wealth Advisors, LLC | 2,061 | $267.8K | 0.27% | +2,061 | New |
| Aspen Grove Capital, LLC | 2,062 | $268.0K | 0.05% | −516−20.0% | Reduced |
| United Community Bank | 2,064 | $268.2K | 0.08% | +1,129+120.7% | Added |
| Integris Wealth Management, LLC | 2,098 | $272.6K | 0.07% | +113+5.7% | Added |
| Ocean Capital Management, LLC | 2,105 | $273.5K | 0.06% | +10.0% | Added |
| Calamos Wealth Management LLC | 2,108 | $273.9K | 0.01% | +91+4.5% | Added |
| Banque de Luxembourg S.A. | 2,109 | $274.1K | 0.14% | −335−13.7% | Reduced |
| Patton Fund Management, Inc. | 2,112 | $274.5K | 0.05% | 00.0% | Unchanged |
| PFG Advisors | 2,121 | $275.6K | 0.01% | +34+1.6% | Added |
| Csenge Advisory Group | 2,124 | $276.1K | 0.01% | +81+4.0% | Added |
| Inscription Capital, LLC | 2,126 | $276.3K | 0.03% | +2,126 | New |
| Jacobi Capital Management LLC | 2,132 | $277.0K | 0.02% | +2,132 | New |
| RFG - Bristol Wealth Advisors, LLC | 2,156 | $280.2K | 0.08% | −389−15.3% | Reduced |
| Sender Co & Partners, Inc. | 2,158 | $280.4K | 0.11% | +2,158 | New |
| Kingsview Wealth Management, LLC | 2,160 | $280.7K | 0.00% | +236+12.3% | Added |
| Capital Group Investment Management Pte. Ltd. | 2,182 | $283.6K | 0.05% | −2,882−56.9% | Reduced |
| Ausdal Financial Partners, Inc. | 2,184 | $283.9K | 0.01% | +141+6.9% | Added |
| Keystone Financial Group | 2,187 | $284.2K | 0.02% | +24+1.1% | Added |
| Founders Financial Alliance, LLC | 2,194 | $285.1K | 0.05% | −41−1.8% | Reduced |
| Wealthspire Advisors, LLC | 2,202 | $286.2K | 0.00% | −159−6.7% | Reduced |
| Continuum Advisory, LLC | 2,208 | $286.9K | 0.03% | +2,208 | New |
| TFC Financial Management | 2,215 | $287.8K | 0.04% | −155−6.5% | Reduced |
| Shepherd Financial Partners LLC | 2,229 | $289.7K | 0.03% | 00.0% | Unchanged |
| Leo Wealth, LLC | 2,254 | $292.9K | 0.04% | −87−3.7% | Reduced |
| Dynasty Wealth Management, LLC | 2,256 | $293.2K | 0.00% | +2,256 | New |
| Savant Capital, LLC | 2,258 | $293.5K | 0.00% | +400+21.5% | Added |
| Armistice Capital, LLC | 2,265 | $294.3K | 0.01% | +2,265 | New |
| WealthPLAN Partners, LLC | 2,276 | $295.8K | 0.04% | −54−2.3% | Reduced |
| JSF Financial, LLC | 2,277 | $296.0K | 0.07% | +3+0.1% | Added |
| Procyon Private Wealth Partners, LLC | 2,285 | $296.9K | 0.02% | −144−5.9% | Reduced |
| Change Path, LLC | 2,290 | $297.6K | 0.01% | −357−13.5% | Reduced |
| Waterloo Capital, L.P. | 2,303 | $299.2K | 0.02% | +128+5.9% | Added |
| Crumly & Associates Inc. | 2,314 | $300.7K | 0.07% | +797+52.5% | Added |
| Pring Turner Capital Group Inc | 2,315 | $300.8K | 0.18% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 2,316 | $300.9K | 0.04% | +10.0% | Added |
| Cypress Point Wealth Management, LLC | 2,325 | $302.1K | 0.06% | 00.0% | Unchanged |
| PDS Planning, Inc | 2,349 | $305.3K | 0.02% | +102+4.5% | Added |
| Net Worth Advisory Group | 2,354 | $305.9K | 0.09% | +2,354 | New |
| Objective Capital Management, LLC | 2,354 | $306.0K | 0.32% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,359 | $306.6K | 0.01% | +557+30.9% | Added |
| MASTERINVEST Kapitalanlage GmbH | 2,370 | $308.0K | 0.03% | +264+12.5% | Added |
| Rosenberg Matthew Hamilton | 2,372 | $308.2K | 0.07% | +360+17.9% | Added |
| Sand Hill Global Advisors, LLC | 2,381 | $309.4K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 2,386 | $310.1K | 0.03% | +261+12.3% | Added |
| Horizon Kinetics Asset Management LLC | 2,392 | $310.8K | 0.00% | −786−24.7% | Reduced |
| Banque Pictet & Cie SA | 2,400 | $311.9K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 2,400 | $311.9K | 0.19% | +200+9.1% | Added |
| Requisite Capital Management, LLC | 2,405 | $312.5K | 0.05% | +2,405 | New |
| D'Orazio & Associates, Inc. | 2,408 | $312.9K | 0.04% | +5+0.2% | Added |
| CX Institutional | 2,423 | $315.0K | 0.01% | +106+4.6% | Added |
| Northwest Bancshares, Inc. | 2,425 | $315.1K | 0.05% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 2,439 | $316.9K | 0.07% | +77+3.3% | Added |
| Orrstown Financial Services Inc | 2,447 | $318.0K | 0.05% | +431+21.4% | Added |
| Virtus Family Office LLC | 2,449 | $318.2K | 0.30% | −289−10.6% | Reduced |
| Steel Peak Wealth Management LLC | 2,469 | $320.8K | 0.01% | +99+4.2% | Added |
| Freestone Capital Holdings, LLC | 2,471 | $321.0K | 0.01% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 2,474 | $321.5K | 0.02% | 00.0% | Unchanged |
| BlueStem Wealth Partners, LLC | 2,478 | $322.0K | 0.04% | −365−12.8% | Reduced |
| Roundview Capital LLC | 2,479 | $322.1K | 0.02% | +135+5.8% | Added |
| Trustmark National Bank Trust Department | 2,495 | $324.2K | 0.02% | −5−0.2% | Reduced |
| Congress Park Capital LLC | 2,500 | $324.9K | 0.10% | +250+11.1% | Added |
| Savvy Advisors, Inc. | 2,501 | $325.1K | 0.01% | +774+44.8% | Added |
| Partners Capital Investment Group, LLP | 2,529 | $328.6K | 0.01% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 2,538 | $329.8K | 0.25% | +2,538 | New |
| Legacy Advisors, LLC | 2,543 | $330.4K | 0.04% | +2,543 | New |
| Souders Financial Advisors | 2,565 | $333.4K | 0.04% | +308+13.6% | Added |
| SageView Advisory Group, LLC | 2,565 | $333.4K | 0.01% | −204−7.4% | Reduced |
| Kera Capital Partners, Inc. | 2,577 | $334.9K | 0.05% | −331−11.4% | Reduced |
| Argent Trust Co | 2,584 | $335.8K | 0.01% | −255−9.0% | Reduced |
| Sweeney & Michel, LLC | 2,866 | $337.7K | 0.11% | +4+0.1% | Added |