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 |
|---|---|---|---|---|---|
| Diversify Advisory Services, LLC | 6,361 | $748.3K | 0.03% | +1,698+36.4% | Added |
| Welch & Forbes LLC | 5,781 | $751.2K | 0.01% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 5,800 | $753.7K | 0.02% | +1,600+38.1% | Added |
| Guinness Asset Management LTD | 5,640 | $758.5K | 0.01% | +255+4.7% | Added |
| Mendel Capital Management LLC | 5,862 | $761.8K | 0.40% | +362+6.6% | Added |
| Agf Management Ltd | 5,866 | $762.3K | 0.00% | −858,080−99.3% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,893 | $765.8K | 0.17% | −40−0.7% | Reduced |
| XML Financial, LLC | 5,987 | $778.1K | 0.06% | +330+5.8% | Added |
| Spirepoint Private Client, LLC | 6,005 | $780.4K | 0.08% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 6,012 | $781.3K | 0.08% | +1,025+20.6% | Added |
| Firethorn Wealth Partners, LLC | 6,041 | $785.1K | 0.31% | +13+0.2% | Added |
| Premier Path Wealth Partners, LLC | 6,068 | $788.6K | 0.10% | −118−1.9% | Reduced |
| Umb Bank N A | 6,093 | $791.8K | 0.01% | −135−2.2% | Reduced |
| Red Door Wealth Management, LLC | 6,099 | $792.6K | 0.08% | −30.0% | Reduced |
| MJP Associates Inc | 6,207 | $806.6K | 0.11% | −1,531−19.8% | Reduced |
| Huntington National Bank | 6,243 | $811.3K | 0.00% | +1,090+21.2% | Added |
| Ameritas Investment Partners, Inc. | 6,253 | $812.6K | 0.02% | −178−2.8% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,274 | $815.3K | 0.17% | +10.0% | Added |
| Arete Wealth Advisors, LLC | 6,279 | $816.0K | 0.05% | −251−3.8% | Reduced |
| Coastline Trust Co | 6,287 | $817.0K | 0.09% | −1,372−17.9% | Reduced |
| Western Financial Corp | 6,301 | $818.8K | 0.36% | −49−0.8% | Reduced |
| GLOBALT Investments LLC | 6,310 | $820.0K | 0.03% | +2,972+89.0% | Added |
| Fusion Capital, LLC | 6,944 | $821.6K | 0.24% | +1,008+17.0% | Added |
| One Capital Management, LLC | 6,324 | $821.8K | 0.03% | −18−0.3% | Reduced |
| Jupiter Asset Management Ltd | 6,331 | $822.7K | 0.01% | +6,331 | New |
| TFB Advisors LLC | 6,671 | $840.4K | 0.24% | −36−0.5% | Reduced |
| Douglas Lane & Associates, LLC | 6,481 | $842.2K | 0.01% | −463−6.7% | Reduced |
| Mutual Advisors, LLC | 6,985 | $845.0K | 0.02% | −2,813−28.7% | Reduced |
| Cigna Investments Inc | 6,524 | $848.0K | 0.12% | −69−1.0% | Reduced |
| Drake & Associates, LLC | 7,216 | $857.9K | 0.18% | +1,965+37.4% | Added |
| Old National Bancorp | 6,605 | $858.3K | 0.01% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 6,194 | $864.1K | 0.02% | +6,194 | New |
| JTC Employer Solutions Trusteee Ltd | 6,657 | $865.0K | 0.07% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 6,727 | $874.2K | 0.10% | +10.0% | Added |
| Wedmont Private Capital | 7,053 | $879.7K | 0.03% | +795+12.7% | Added |
| Allworth Financial LP | 6,831 | $887.7K | 0.00% | +416+6.5% | Added |
| Moors & Cabot, Inc. | 6,922 | $899.6K | 0.04% | −507−6.8% | Reduced |
| Davenport & Co LLC | 6,927 | $900.1K | 0.00% | −619−8.2% | Reduced |
| Linscomb & Williams, Inc. | 7,002 | $909.9K | 0.04% | −12−0.2% | Reduced |
| Mosaic Financial Group, LLC | 7,000 | $910.0K | 0.65% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 7,024 | $912.8K | 0.02% | −10,193−59.2% | Reduced |
| Coldstream Capital Management Inc | 7,062 | $917.7K | 0.01% | −220−3.0% | Reduced |
| Glenview Trust Co | 7,118 | $925.0K | 0.01% | +378+5.6% | Added |
| Abn Amro Investment Solutions | 7,139 | $927.7K | 0.02% | −3,019−29.7% | Reduced |
| Visionary Wealth Advisors | 7,160 | $930.4K | 0.04% | −20−0.3% | Reduced |
| Silvant Capital Management LLC | 7,187 | $934.0K | 0.03% | −3,344−31.8% | Reduced |
| Yorktown Management & Research Co Inc | 7,200 | $935.6K | 0.75% | 00.0% | Unchanged |
| Caption Management, LLC | 7,200 | $935.6K | 0.05% | +2,000+38.5% | Added |
| Tower Trust & Investment Co | 7,240 | $940.8K | 0.63% | +6,240+624.0% | Added |
| Sage Rhino Capital LLC | 7,275 | $945.4K | 0.18% | +12+0.2% | Added |
| Guidance Capital, Inc | 7,892 | $956.8K | 0.25% | +337+4.5% | Added |
| Transcend Wealth Collective, LLC | 7,380 | $959.1K | 0.07% | −37−0.5% | Reduced |
| Centaurus Financial, Inc. | 7,386 | $960.0K | 0.05% | −774−9.5% | Reduced |
| United Bank | 7,515 | $976.6K | 0.34% | +1,738+30.1% | Added |
| Nalls Sherbakoff Group, LLC | 7,591 | $986.5K | 0.67% | 00.0% | Unchanged |
| Private Advisory Group LLC | 7,646 | $993.6K | 0.09% | −1,198−13.5% | Reduced |
| Ritholtz Wealth Management | 7,650 | $994.1K | 0.02% | +1,414+22.7% | Added |
| Sompo Asset Management Co., Ltd. | 7,680 | $998.0K | 0.17% | +430+5.9% | Added |
| Dynamic Advisor Solutions LLC | 7,687 | $999.0K | 0.03% | −127−1.6% | Reduced |
| Valeo Financial Advisors, LLC | 7,704 | $1.00M | 0.02% | −362−4.5% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,708 | $1.00M | 0.04% | −37−0.5% | Reduced |
| Gridiron Partners, LLC | 8,373 | $1.00M | 0.57% | +657+8.5% | Added |
| Integrated Investment Consultants, LLC | 7,748 | $1.01M | 0.17% | −2,662−25.6% | Reduced |
| Bellwether Advisors, LLC | 7,759 | $1.01M | 0.17% | +7,759 | New |
| Trust Asset Management LLC | 7,763 | $1.01M | 0.07% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 7,775 | $1.01M | 0.15% | −25−0.3% | Reduced |
| CWA Asset Management Group, LLC | 7,781 | $1.01M | 0.04% | −5,659−42.1% | Reduced |
| Sagespring Wealth Partners, LLC | 7,823 | $1.02M | 0.02% | −320−3.9% | Reduced |
| Corsair Capital Management, L.P. | 7,832 | $1.02M | 0.18% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 7,835 | $1.02M | 0.32% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 7,854 | $1.02M | 0.23% | 00.0% | Unchanged |
| First Bank & Trust | 7,866 | $1.02M | 0.17% | +141+1.8% | Added |
| VELA Investment Management, LLC | 7,880 | $1.02M | 0.30% | −480−5.7% | Reduced |
| Financial Engines Advisors L.L.C. | 7,925 | $1.03M | 0.00% | +391+5.2% | Added |
| Capital Counsel LLC | 7,936 | $1.03M | 0.04% | −415−5.0% | Reduced |
| Meiji Yasuda Life Insurance Co | 7,967 | $1.04M | 0.03% | +3,600+82.4% | Added |
| Central Trust Co | 8,108 | $1.05M | 0.02% | +6,903+572.9% | Added |
| Central Pacific Bank - Trust Division | 8,139 | $1.06M | 0.13% | −91−1.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 8,221 | $1.07M | 0.03% | −139−1.7% | Reduced |
| Canandaigua National Bank & Trust Co | 8,261 | $1.07M | 0.09% | +19+0.2% | Added |
| D.A. Davidson & Co. | 8,282 | $1.08M | 0.01% | −157−1.9% | Reduced |
| Uniting Wealth Partners, LLC | 8,300 | $1.08M | 0.25% | 00.0% | Unchanged |
| Greenleaf Trust | 8,307 | $1.08M | 0.01% | +1,574+23.4% | Added |
| Smith Shellnut Wilson LLC | 8,364 | $1.09M | 0.42% | −179−2.1% | Reduced |
| Oxford Asset Management LLP | 8,382 | $1.09M | 0.36% | +8,382 | New |
| Jaffetilchin Investment Partners, LLC | 8,464 | $1.10M | 0.07% | +447+5.6% | Added |
| HighPoint Advisor Group LLC | 8,567 | $1.11M | 0.05% | −29−0.3% | Reduced |
| Darwin Advisors, LLC | 8,571 | $1.11M | 0.35% | −227−2.6% | Reduced |
| NorthRock Partners, LLC | 8,591 | $1.12M | 0.02% | +3,875+82.2% | Added |
| Advisor OS, LLC | 8,597 | $1.12M | 0.10% | −1,717−16.6% | Reduced |
| Fiduciary Group LLC | 8,600 | $1.12M | 0.10% | 00.0% | Unchanged |
| Jump Financial, LLC | 8,656 | $1.12M | 0.01% | +8,656 | New |
| Consilium Wealth Advisory, LLC | 8,668 | $1.13M | 0.43% | −633−6.8% | Reduced |
| Signaturefd, LLC | 8,669 | $1.13M | 0.02% | +440+5.3% | Added |
| Ethic Inc. | 8,693 | $1.13M | 0.02% | +1,615+22.8% | Added |
| Concurrent Investment Advisors, LLC | 8,746 | $1.14M | 0.02% | +2,332+36.4% | Added |
| Voleon Capital Management LP | 8,783 | $1.14M | 0.03% | +3,993+83.4% | Added |
| Vestmark Advisory Solutions, Inc. | 8,815 | $1.15M | 0.02% | −449−4.8% | Reduced |
| Kraematon Investment Advisors, Inc | 8,833 | $1.15M | 0.98% | +212+2.5% | Added |
| Ieq Capital, LLC | 8,923 | $1.16M | 0.00% | −748−7.7% | Reduced |