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 |
|---|---|---|---|---|---|
| iA Global Asset Management Inc. | 2,600 | $338.0K | 0.00% | −320−11.0% | Reduced |
| Evercore Wealth Management, LLC | 2,602 | $338.1K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 2,604 | $338.4K | 0.02% | +74+2.9% | Added |
| Peak Planning Group, LLC | 2,606 | $338.7K | 0.18% | +3+0.1% | Added |
| Stratos Wealth Advisors, LLC | 2,610 | $339.3K | 0.02% | +10+0.4% | Added |
| Middleton & Co Inc | 2,622 | $340.7K | 0.04% | 00.0% | Unchanged |
| Allen Mooney & Barnes Investment Advisors LLC | 2,630 | $341.8K | 0.05% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,638 | $342.8K | 0.05% | +2+0.1% | Added |
| Washington Trust Bank | 2,644 | $343.6K | 0.03% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 2,690 | $349.6K | 0.02% | +2,690 | New |
| Integrated Wealth Concepts LLC | 2,690 | $349.6K | 0.00% | −419−13.5% | Reduced |
| Aprio Wealth Management, LLC | 2,709 | $352.0K | 0.04% | +311+13.0% | Added |
| 111 Capital | 2,730 | $354.8K | 0.07% | +2,730 | New |
| North Capital, Inc. | 2,745 | $356.7K | 0.28% | +10.0% | Added |
| NFP Retirement, Inc. | 2,748 | $357.1K | 0.02% | 00.0% | Unchanged |
| Ballast, Inc. | 2,752 | $357.6K | 0.09% | −70−2.5% | Reduced |
| Parsonex Advisory Services, Inc. | 2,759 | $358.5K | 0.24% | −5−0.2% | Reduced |
| Vicus Capital | 2,762 | $358.9K | 0.03% | −100−3.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,766 | $359.4K | 0.02% | −8,697−75.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,770 | $360.0K | 0.02% | +3+0.1% | Added |
| First Commonwealth Financial Corp | 2,784 | $361.8K | 0.06% | −185−6.2% | Reduced |
| Kesler, Norman & Wride, LLC | 2,453 | $362.8K | 0.07% | −4,522−64.8% | Reduced |
| Mayflower Financial Advisors, LLC | 2,797 | $363.5K | 0.05% | +35+1.3% | Added |
| Guyasuta Investment Advisors Inc | 2,797 | $363.5K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 2,710 | $363.8K | 0.05% | −11−0.4% | Reduced |
| BCS Private Wealth Management, Inc. | 2,805 | $364.5K | 0.13% | −75−2.6% | Reduced |
| Quotient Wealth Partners, LLC | 2,820 | $366.5K | 0.01% | +152+5.7% | Added |
| Essex Savings Bank | 2,824 | $367.0K | 0.08% | −9−0.3% | Reduced |
| Naviter Wealth, LLC | 2,827 | $367.4K | 0.04% | +30+1.1% | Added |
| Wealth Quarterback LLC | 2,840 | $369.0K | 0.14% | −1,599−36.0% | Reduced |
| Avestar Capital, LLC | 2,848 | $370.1K | 0.03% | +899+46.1% | Added |
| LFA - Lugano Financial Advisors SA | 2,850 | $370.4K | 0.20% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 2,853 | $370.7K | 0.07% | −506−15.1% | Reduced |
| Systematic Alpha Investments, LLC | 2,860 | $371.7K | 0.01% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 2,870 | $373.0K | 0.01% | −13−0.5% | Reduced |
| Fieldview Capital Management, LLC | 2,899 | $376.7K | 0.06% | −22,946−88.8% | Reduced |
| Klingman & Associates, LLC | 2,929 | $380.6K | 0.02% | +327+12.6% | Added |
| Gallagher Fiduciary Advisors, LLC | 2,935 | $381.5K | 0.01% | +68+2.4% | Added |
| Millennium Capital Advisors, LLC | 2,970 | $386.0K | 0.23% | +1,250+72.7% | Added |
| Wellington Shields & Co., LLC | 3,000 | $389.9K | 0.10% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 3,000 | $389.9K | 0.01% | 00.0% | Unchanged |
| Glaxis Capital Management, LLC | 3,000 | $389.9K | 0.65% | +3,000 | New |
| Davis R M Inc | 3,005 | $390.4K | 0.01% | 00.0% | Unchanged |
| Rochester Wealth Strategies, LLC | 3,010 | $391.1K | 0.26% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,027 | $393.4K | 0.03% | +1,514+100.1% | Added |
| Wealth Management Associates, Inc. | 3,044 | $395.6K | 0.14% | +611+25.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 3,049 | $396.2K | 0.04% | +3,049 | New |
| Main Street Financial Solutions, LLC | 3,098 | $402.6K | 0.03% | +3,098 | New |
| Childress Capital Advisors, LLC | 3,116 | $405.0K | 0.07% | +295+10.5% | Added |
| Kingswood Wealth Advisors, LLC | 3,119 | $405.3K | 0.02% | −513−14.1% | Reduced |
| Masso Torrence Wealth Management Inc. | 3,124 | $406.0K | 0.17% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 3,125 | $406.1K | 0.12% | −14−0.4% | Reduced |
| Sovereign Financial Group, Inc. | 3,187 | $414.2K | 0.08% | −3−0.1% | Reduced |
| Cornerstone Advisory, LLC | 3,189 | $414.5K | 0.04% | +92+3.0% | Added |
| Hodges Capital Management Inc. | 3,209 | $417.1K | 0.04% | +3+0.1% | Added |
| Evoke Wealth, LLC | 3,263 | $424.0K | 0.01% | −1,308−28.6% | Reduced |
| Diligent Investors, LLC | 3,280 | $426.2K | 0.11% | −2,950−47.4% | Reduced |
| Nicolet Bankshares Inc | 3,287 | $427.1K | 0.07% | +3,287 | New |
| Alta Advisers Ltd | 3,363 | $437.0K | 0.13% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 3,375 | $438.6K | 0.08% | −25−0.7% | Reduced |
| Forefront Wealth Partners, LLC | 3,415 | $443.8K | 0.11% | +3,415 | New |
| FourThought Financial Partners, LLC | 3,429 | $445.6K | 0.04% | +1,562+83.7% | Added |
| Cypress Wealth Services, LLC | 3,433 | $446.1K | 0.07% | +43+1.3% | Added |
| Exchange Traded Concepts, LLC | 3,439 | $446.9K | 0.00% | +1,508+78.1% | Added |
| ZRC Wealth Management, LLC | 3,449 | $448.2K | 0.16% | +2,330+208.2% | Added |
| Eisler Capital Management Ltd. | 3,016 | $450.9K | 0.01% | −152,403−98.1% | Reduced |
| CNB Bank | 3,470 | $450.9K | 0.19% | +261+8.1% | Added |
| Knightsbridge Asset Management, LLC | 3,482 | $452.5K | 0.08% | −6−0.2% | Reduced |
| Advisors Capital Management, LLC | 3,506 | $455.6K | 0.01% | +724+26.0% | Added |
| Conning Inc. | 3,511 | $456.3K | 0.02% | 00.0% | Unchanged |
| Catalyst Private Wealth, LLC | 3,522 | $457.7K | 0.20% | +6+0.2% | Added |
| Panagora Asset Management Inc | 3,532 | $459.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 3,543 | $460.0K | 0.02% | −595−14.4% | Reduced |
| Two Sigma Securities, LLC | 3,550 | $461.3K | 0.07% | +3,550 | New |
| Gitterman Wealth Management, LLC | 3,551 | $461.5K | 0.11% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3,555 | $462.0K | 0.06% | +109+3.2% | Added |
| Cercano Management LLC | 3,560 | $462.6K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,567 | $463.5K | 0.00% | +849+31.2% | Added |
| Apella Capital, LLC | 3,971 | $466.7K | 0.01% | +329+9.0% | Added |
| Dudley Capital Management, LLC | 3,595 | $467.2K | 0.21% | +25+0.7% | Added |
| HHM Wealth Advisors, LLC | 3,596 | $467.3K | 0.05% | +30+0.8% | Added |
| Commerzbank Aktiengesellschaft | 3,598 | $468.0K | 0.01% | 00.0% | Unchanged |
| Dakota Wealth Management | 3,622 | $470.6K | 0.01% | −9,281−71.9% | Reduced |
| Dana Investment Advisors, Inc. | 3,664 | $476.2K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 3,668 | $476.7K | 0.01% | −67−1.8% | Reduced |
| First City Capital Management, Inc. | 3,671 | $477.0K | 0.26% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 3,672 | $477.2K | 0.05% | −2,922−44.3% | Reduced |
| Register Financial Advisors LLC | 3,707 | $481.8K | 0.19% | +41+1.1% | Added |
| Silver Oak Securities, Inc | 3,731 | $484.8K | 0.04% | +3,731 | New |
| Volterra Technologies LP | 3,740 | $486.0K | 0.32% | +3,740 | New |
| SCS Capital Management LLC | 3,741 | $486.1K | 0.01% | +277+8.0% | Added |
| Enclave Advisors LLC | 3,744 | $486.5K | 0.07% | +1,729+85.8% | Added |
| Pacific Capital Partners Ltd | 3,750 | $487.3K | 0.54% | −6,250−62.5% | Reduced |
| Westerkirk Capital Inc. | 3,750 | $487.3K | 0.06% | +3,750 | New |
| Prospera Financial Services Inc | 3,772 | $490.4K | 0.01% | −60−1.6% | Reduced |
| FreeGulliver LLC | 3,779 | $491.1K | 0.22% | +420+12.5% | Added |
| MGB Wealth Management, LLC | 3,765 | $491.8K | 0.14% | +2+0.1% | Added |
| TAGStone Capital, Inc. | 3,792 | $492.7K | 0.20% | +6+0.2% | Added |
| S-Bank Fund Management Ltd | 3,800 | $493.8K | 0.07% | −50−1.3% | Reduced |
| Ade, LLC | 3,805 | $494.5K | 0.25% | 00.0% | Unchanged |