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 |
|---|---|---|---|---|---|
| Total Clarity Wealth Management, Inc. | 3,810 | $495.1K | 0.13% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 3,811 | $495.2K | 0.02% | +5+0.1% | Added |
| Hardin Capital Partners, LLC | 3,813 | $495.5K | 0.27% | 00.0% | Unchanged |
| Haverford Trust Co | 3,826 | $497.2K | 0.00% | −58−1.5% | Reduced |
| Sunbelt Securities, Inc. | 3,849 | $500.2K | 0.03% | +316+8.9% | Added |
| Resurgent Financial Advisors LLC | 3,853 | $500.7K | 0.25% | +122+3.3% | Added |
| Perennial Investment Advisors, LLC | 3,859 | $501.5K | 0.04% | +117+3.1% | Added |
| Norden Group LLC | 3,907 | $507.8K | 0.05% | +1,230+45.9% | Added |
| Oxford Financial Group Ltd | 3,913 | $508.5K | 0.03% | −41−1.0% | Reduced |
| Cadent Capital Advisors, LLC | 3,970 | $515.9K | 0.14% | +550+16.1% | Added |
| Parcion Private Wealth LLC | 3,976 | $516.7K | 0.03% | +51+1.3% | Added |
| Paradigm Financial Partners, LLC | 3,980 | $517.2K | 0.05% | +3,980 | New |
| Bridgewater Advisors Inc. | 5,297 | $517.9K | 0.04% | +795+17.7% | Added |
| one8zero8, LLC | 4,000 | $519.8K | 0.11% | −100−2.4% | Reduced |
| Wealth Preservation Advisors, LLC | 4,000 | $519.8K | 0.30% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 4,002 | $520.0K | 0.06% | +3+0.1% | Added |
| We Are One Seven, LLC | 4,003 | $520.2K | 0.01% | −3,259−44.9% | Reduced |
| Fjell Capital, LLC | 4,011 | $521.3K | 0.46% | −87−2.1% | Reduced |
| Kavar Capital Partners Group, LLC | 4,022 | $522.6K | 0.07% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 4,057 | $527.2K | 0.03% | +2,892+248.2% | Added |
| Johnson Financial Group, Inc. | 4,069 | $528.8K | 0.02% | +3,609+784.6% | Added |
| Sigma Planning Corp | 4,070 | $528.9K | 0.02% | −127−3.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,074 | $529.0K | 0.09% | +1,604+64.9% | Added |
| Leavell Investment Management, Inc. | 4,074 | $529.4K | 0.02% | +417+11.4% | Added |
| Bartlett & Co. Wealth Management LLC | 4,143 | $538.4K | 0.01% | +43+1.0% | Added |
| Watershed Private Wealth LLC | 4,179 | $543.1K | 0.17% | 00.0% | Unchanged |
| Brighton Jones LLC | 4,212 | $547.4K | 0.01% | +1,178+38.8% | Added |
| Aaron Wealth Advisors | 4,213 | $547.5K | 0.03% | +207+5.2% | Added |
| Prelude Capital Management, LLC | 4,231 | $549.8K | 0.04% | +2,295+118.5% | Added |
| Insigneo Advisory Services, LLC | 4,238 | $550.8K | 0.04% | −1,389−24.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 4,291 | $557.6K | 0.01% | +20.0% | Added |
| Fort Sheridan Advisors LLC | 4,295 | $558.1K | 0.07% | +366+9.3% | Added |
| Kovack Advisors, Inc. | 4,303 | $559.2K | 0.05% | −48−1.1% | Reduced |
| Genesis Private Wealth, LLC | 4,329 | $562.6K | 0.24% | −175−3.9% | Reduced |
| Spirit of America Management Corp | 4,350 | $565.3K | 0.11% | +200+4.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,373 | $568.1K | 0.02% | −300−6.4% | Reduced |
| Fox Run Management, L.L.C. | 4,385 | $569.8K | 0.09% | +4,385 | New |
| Virtue Capital Management, LLC | 54,342 | $571.7K | 0.13% | +50,671+1,380.3% | Added |
| Fountainhead AM, LLC | 4,400 | $571.8K | 0.08% | −26−0.6% | Reduced |
| Alpha Cubed Investments, LLC | 4,411 | $573.2K | 0.02% | −90−2.0% | Reduced |
| Smartleaf Asset Management LLC | 4,290 | $577.0K | 0.04% | +1,660+63.1% | Added |
| Howard Capital Management Inc. | 4,448 | $578.0K | 0.01% | +138+3.2% | Added |
| GTS Securities LLC | 4,464 | $580.1K | 0.02% | +1,892+73.6% | Added |
| Marex Group plc | 4,511 | $586.2K | 0.01% | +1,756+63.7% | Added |
| Family Management Corp | 4,538 | $589.7K | 0.08% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 4,539 | $589.8K | 0.04% | −300−6.2% | Reduced |
| Fundamentun, LLC | 4,545 | $590.7K | 0.02% | −23−0.5% | Reduced |
| Joel Isaacson & Co., LLC | 4,570 | $593.9K | 0.02% | +3+0.1% | Added |
| First National Trust Co | 4,588 | $596.2K | 0.02% | +2,465+116.1% | Added |
| 10Elms LLP | 4,594 | $597.0K | 0.54% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,621 | $600.5K | 0.03% | +251+5.7% | Added |
| Camden Capital, LLC | 25,000 | $600.9K | 0.04% | +22,385+856.0% | Added |
| Evelyn Partners Investment Management LLP | 4,640 | $603.0K | 0.02% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 4,659 | $605.4K | 0.05% | +22+0.5% | Added |
| Marks Group Wealth Management, Inc | 4,697 | $610.4K | 0.06% | −339−6.7% | Reduced |
| Duncker Streett & Co Inc | 4,700 | $610.8K | 0.11% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 4,700 | $610.8K | 0.19% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 4,714 | $612.6K | 0.01% | +1,610+51.9% | Added |
| Qtron Investments LLC | 4,720 | $613.4K | 0.08% | −783−14.2% | Reduced |
| Werba Rubin Papier Wealth Management | 4,720 | $613.4K | 0.10% | +4,720 | New |
| Conquis Financial LLC | 4,777 | $620.8K | 0.59% | +4,777 | New |
| Pines Wealth Management, LLC | 4,778 | $620.9K | 0.21% | −47−1.0% | Reduced |
| Westpac Banking Corp | 4,798 | $623.5K | 0.04% | +532+12.5% | Added |
| David Loasby | 5,047 | $629.5K | 0.05% | −46−0.9% | Reduced |
| Penserra Capital Management LLC | 4,864 | $631.0K | 0.01% | +4,789+6,385.3% | Added |
| Edgemoor Investment Advisors, Inc. | 4,886 | $634.9K | 0.05% | −12−0.2% | Reduced |
| Cary Street Partners Financial LLC | 4,915 | $638.7K | 0.02% | −45−0.9% | Reduced |
| Crestwood Advisors Group LLC | 4,919 | $639.3K | 0.01% | +306+6.6% | Added |
| NFC Investments, LLC | 4,940 | $642.0K | 0.19% | +4,940 | New |
| Johnson Investment Counsel Inc | 4,997 | $649.3K | 0.01% | +692+16.1% | Added |
| Clarius Group, LLC | 5,004 | $650.3K | 0.04% | +226+4.7% | Added |
| Principle Wealth Partners LLC | 5,030 | $653.6K | 0.04% | −20.0% | Reduced |
| Legacy Wealth Management, LLC | 5,048 | $656.0K | 0.20% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 5,052 | $656.5K | 0.02% | +152+3.1% | Added |
| Cobblestone Capital Advisors LLC | 5,063 | $657.9K | 0.03% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 5,071 | $659.0K | 0.03% | +37+0.7% | Added |
| Foundations Investment Advisors, LLC | 5,107 | $663.7K | 0.01% | +2,727+114.6% | Added |
| Principal Street Partners, LLC | 5,127 | $666.3K | 0.11% | −157−3.0% | Reduced |
| Polymer Capital Management (US) LLC | 5,180 | $673.1K | 0.09% | +5,180 | New |
| Keel Point, LLC | 5,185 | $673.8K | 0.04% | −1,010−16.3% | Reduced |
| Samalin Investment Counsel, LLC | 5,190 | $674.4K | 0.23% | −120−2.3% | Reduced |
| Gardner Lewis Asset Management L P | 5,210 | $677.0K | 0.18% | +5,210 | New |
| Dorsey & Whitney Trust CO LLC | 5,243 | $681.3K | 0.04% | +29+0.6% | Added |
| Dogwood Wealth Management LLC | 5,289 | $687.3K | 0.31% | −1,310−19.9% | Reduced |
| Gsa Capital Partners LLP | 5,425 | $705.0K | 0.06% | +5,425 | New |
| Ballentine Partners, LLC | 5,437 | $706.5K | 0.01% | −155−2.8% | Reduced |
| National Asset Management, Inc. | 5,449 | $708.0K | 0.03% | −697−11.3% | Reduced |
| Diversified Trust Co | 5,480 | $712.1K | 0.01% | +272+5.2% | Added |
| Syon Capital LLC | 5,482 | $712.4K | 0.04% | +1,760+47.3% | Added |
| Penobscot Investment Management Company, Inc. | 5,500 | $714.7K | 0.06% | 00.0% | Unchanged |
| Kirtland Hills Capital Management, LLC | 5,502 | $715.0K | 0.28% | +5,502 | New |
| Meiji Yasuda Asset Management Co Ltd. | 5,503 | $715.1K | 0.03% | +1,417+34.7% | Added |
| Tradition Wealth Management, LLC | 5,507 | $715.6K | 0.05% | +34+0.6% | Added |
| Journey Strategic Wealth LLC | 5,512 | $716.3K | 0.02% | +150+2.8% | Added |
| Vinva Investment Management Ltd | 5,357 | $720.4K | 0.01% | −5,703−51.6% | Reduced |
| Sawgrass Asset Management LLC | 5,561 | $722.7K | 0.09% | +65+1.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 5,579 | $725.1K | 0.02% | −117−2.1% | Reduced |
| RiverFront Investment Group, LLC | 5,618 | $730.1K | 0.01% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 6,238 | $739.5K | 0.32% | +53+0.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,699 | $740.6K | 0.03% | 00.0% | Unchanged |