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 |
|---|---|---|---|---|---|
| Sterling Capital Management LLC | 8,931 | $1.16M | 0.02% | −1,107−11.0% | Reduced |
| Groupama Asset Managment | 8,958 | $1.16M | 0.02% | +6,738+303.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 8,966 | $1.17M | 0.20% | +425+5.0% | Added |
| StoneX Group Inc. | 8,969 | $1.17M | 0.05% | +99+1.1% | Added |
| Glenmede Investment Management, LP | 8,969 | $1.17M | 0.01% | +245+2.8% | Added |
| E&G Advisors, LP | 8,982 | $1.17M | 0.27% | +62+0.7% | Added |
| Denali Advisors LLC | 9,010 | $1.17M | 0.13% | −5,759−39.0% | Reduced |
| Zions Bancorporation, National Association | 9,112 | $1.18M | 0.06% | +136+1.5% | Added |
| Portfolio Design Labs, LLC | 9,129 | $1.19M | 0.20% | +9,129 | New |
| Aries Wealth Management | 9,364 | $1.22M | 0.29% | −40−0.4% | Reduced |
| Tred Avon Family Wealth, LLC | 9,374 | $1.22M | 0.42% | +9,374 | New |
| Beaumont Financial Advisors, LLC | 9,383 | $1.22M | 0.08% | 00.0% | Unchanged |
| Profund Advisors LLC | 9,387 | $1.22M | 0.04% | +961+11.4% | Added |
| CenterBook Partners LP | 9,437 | $1.23M | 0.06% | −550−5.5% | Reduced |
| Gilbert & Cook, Inc. | 9,493 | $1.23M | 0.16% | −147−1.5% | Reduced |
| Golden State Equity Partners | 9,514 | $1.24M | 0.21% | −519−5.2% | Reduced |
| Raiffeisen Bank International AG | 9,223 | $1.24M | 0.02% | +3,743+68.3% | Added |
| Spinnaker Investment Group, LLC | 9,614 | $1.25M | 0.23% | +9,614 | New |
| RW Investment Management LLC | 9,762 | $1.27M | 0.13% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 9,774 | $1.27M | 0.73% | +2,988+44.0% | Added |
| Parallax Volatility Advisers, L.P. | 9,809 | $1.27M | 0.04% | +9,809 | New |
| Northeast Investment Management | 9,829 | $1.28M | 0.05% | −1,004−9.3% | Reduced |
| Everence Capital Management Inc | 9,912 | $1.29M | 0.08% | −2,748−21.7% | Reduced |
| Global Retirement Partners, LLC | 9,927 | $1.29M | 0.03% | −358−3.5% | Reduced |
| IHT Wealth Management, LLC | 9,950 | $1.29M | 0.03% | −2,863−22.3% | Reduced |
| Quadrant Capital Group LLC | 9,992 | $1.30M | 0.04% | +166+1.7% | Added |
| SRS Capital Advisors, Inc. | 10,005 | $1.30M | 0.02% | +7,403+284.5% | Added |
| Itau Unibanco Holding S.A. | 10,078 | $1.31M | 0.04% | −5,521−35.4% | Reduced |
| Vise Technologies, Inc. | 10,111 | $1.31M | 0.05% | +174+1.8% | Added |
| Clear Harbor Asset Management, LLC | 10,125 | $1.32M | 0.09% | 00.0% | Unchanged |
| CWM, LLC | 10,129 | $1.32M | 0.00% | +431+4.4% | Added |
| Meeder Advisory Services, Inc. | 10,137 | $1.32M | 0.06% | +349+3.6% | Added |
| Capital International Ltd | 10,149 | $1.32M | 0.05% | −13,258−56.6% | Reduced |
| PenderFund Capital Management Ltd. | 10,240 | $1.33M | 0.22% | −4,480−30.4% | Reduced |
| Kestra Private Wealth Services, LLC | 10,321 | $1.34M | 0.02% | +1,187+13.0% | Added |
| Snowden Capital Advisors LLC | 10,381 | $1.35M | 0.04% | +826+8.6% | Added |
| Stevens Capital Management LP | 10,428 | $1.35M | 0.18% | +10,428 | New |
| Atomi Financial Group, Inc. | 10,432 | $1.36M | 0.04% | +548+5.5% | Added |
| Concentric Capital Strategies, LP | 10,467 | $1.36M | 0.06% | +10,467 | New |
| Hunting Hill Global Capital, LLC | 10,471 | $1.36M | 0.51% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 10,507 | $1.37M | 0.38% | −2,335−18.2% | Reduced |
| Western Wealth Management, LLC | 10,564 | $1.37M | 0.07% | +48+0.5% | Added |
| Resources Investment Advisors, LLC. | 10,571 | $1.37M | 0.01% | −4,667−30.6% | Reduced |
| Wernau Asset Management Inc. | 10,646 | $1.38M | 1.43% | −50.0% | Reduced |
| Institute for Wealth Management, LLC. | 10,736 | $1.40M | 0.15% | −167−1.5% | Reduced |
| Tema ETFs LLC | 10,738 | $1.40M | 0.12% | +10,738 | New |
| Segment Wealth Management, LLC | 10,779 | $1.40M | 0.08% | −1,516−12.3% | Reduced |
| VCI Wealth Management LLC | 10,782 | $1.40M | 0.42% | +10,782 | New |
| Waterway Wealth Management, LLC | 10,788 | $1.40M | 0.33% | +3,258+43.3% | Added |
| Steadtrust LLC | 10,800 | $1.40M | 0.95% | 00.0% | Unchanged |
| Guardian Investment Management | 10,875 | $1.41M | 1.23% | −1,350−11.0% | Reduced |
| Riverpark Capital Management LLC | 10,915 | $1.42M | 2.56% | −1,369−11.1% | Reduced |
| GM Advisory Group, Inc. | 10,934 | $1.42M | 0.06% | +1,373+14.4% | Added |
| Forum Financial Management, LP | 10,953 | $1.42M | 0.02% | +955+9.6% | Added |
| Trueblood Wealth Management, LLC | 10,976 | $1.43M | 0.56% | +10+0.1% | Added |
| Element Pointe Advisors, LLC | 11,067 | $1.44M | 0.31% | +139+1.3% | Added |
| Westover Capital Advisors, LLC | 11,130 | $1.45M | 0.27% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 11,136 | $1.45M | 0.12% | −2,320−17.2% | Reduced |
| Spire Wealth Management | 11,137 | $1.45M | 0.05% | +57+0.5% | Added |
| Wealthcare Advisory Partners LLC | 11,223 | $1.46M | 0.03% | +106+1.0% | Added |
| Icapital Wealth LLC | 11,305 | $1.47M | 0.81% | 00.0% | Unchanged |
| AlTi Global, Inc. | 11,375 | $1.48M | 0.03% | +22+0.2% | Added |
| RFG Advisory, LLC | 11,428 | $1.49M | 0.03% | −108−0.9% | Reduced |
| Meketa Investment Group Inc | 11,521 | $1.50M | 4.91% | −644−5.3% | Reduced |
| Banque Transatlantique SA | 12,000 | $1.53M | 0.04% | −8,000−40.0% | Reduced |
| Richard Bernstein Advisors LLC | 11,805 | $1.53M | 0.04% | −16,246−57.9% | Reduced |
| DRW Securities, LLC | 11,780 | $1.54M | 0.08% | +4,382+59.2% | Added |
| Avalon Trust Co | 11,909 | $1.55M | 0.10% | +99+0.8% | Added |
| Cinctive Capital Management LP | 12,126 | $1.58M | 0.08% | −32,165−72.6% | Reduced |
| TownSquare Capital, LLC | 12,225 | $1.59M | 0.24% | +3,978+48.2% | Added |
| WESPAC Advisors SoCal, LLC | 12,225 | $1.59M | 0.32% | +2,119+21.0% | Added |
| Chemistry Wealth Management LLC | 12,242 | $1.59M | 0.31% | +30.0% | Added |
| Level Four Advisory Services, LLC | 12,555 | $1.63M | 0.06% | −17−0.1% | Reduced |
| Beacon Pointe Advisors, LLC | 12,612 | $1.64M | 0.01% | +2,398+23.5% | Added |
| Greenline Partners, LLC | 12,783 | $1.66M | 0.20% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 12,968 | $1.69M | 1.39% | +100+0.8% | Added |
| Winslow Capital Management, LLC | 13,084 | $1.70M | 0.01% | +6,845+109.7% | Added |
| Wetherby Asset Management Inc | 13,094 | $1.70M | 0.07% | +118+0.9% | Added |
| Stratos Wealth Partners, LTD. | 13,098 | $1.70M | 0.02% | +9,113+228.7% | Added |
| MUFG Securities EMEA plc | 13,131 | $1.71M | 0.04% | +11,131+556.6% | Added |
| United Asset Strategies, Inc. | 13,183 | $1.71M | 0.14% | −891−6.3% | Reduced |
| HBK Sorce Advisory LLC | 13,944 | $1.74M | 0.04% | +30+0.2% | Added |
| Man Group plc | 13,407 | $1.74M | 0.00% | +11,400+568.0% | Added |
| First National Bank Sioux Falls | 13,637 | $1.77M | 0.55% | −37−0.3% | Reduced |
| Fulton Bank, N.A. | 13,645 | $1.77M | 0.06% | +138+1.0% | Added |
| Grange Capital, LLC | 13,703 | $1.78M | 1.72% | −37−0.3% | Reduced |
| Advisory Services Network, LLC | 13,766 | $1.79M | 0.03% | −4,713−25.5% | Reduced |
| Walter & Keenan Financial Consulting Co | 13,775 | $1.79M | 0.50% | +463+3.5% | Added |
| TFR Capital, LLC. | 13,800 | $1.79M | 0.60% | +229+1.7% | Added |
| Northwest & Ethical Investments L.P. | 13,375 | $1.80M | 0.04% | +730+5.8% | Added |
| Choate Investment Advisors | 13,961 | $1.81M | 0.04% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,000 | $1.81M | 0.02% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 13,540 | $1.82M | 0.08% | +2,320+20.7% | Added |
| Graham Capital Management, L.P. | 14,109 | $1.83M | 0.07% | +14,109 | New |
| Cushing Capital Partners, LLC | 14,235 | $1.85M | 1.45% | −531−3.6% | Reduced |
| Oak Thistle LLC | 14,268 | $1.85M | 0.28% | +14,268 | New |
| Horizon Investments, LLC | 14,322 | $1.86M | 0.02% | +1,426+11.1% | Added |
| Commerce Bank | 14,345 | $1.86M | 0.01% | +1,001+7.5% | Added |
| Teton Advisors, LLC | 14,500 | $1.88M | 1.16% | +14,500 | New |
| Bradley Foster & Sargent Inc | 14,595 | $1.90M | 0.03% | −1,251−7.9% | Reduced |