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 |
|---|---|---|---|---|---|
| IFC Advisors LLC | 14,761 | $1.92M | 0.35% | −88−0.6% | Reduced |
| RSM US Wealth Management LLC | 14,791 | $1.92M | 0.03% | −171−1.1% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 14,827 | $1.93M | 0.40% | 00.0% | Unchanged |
| GAMMA Investing LLC | 14,927 | $1.94M | 0.11% | +2,019+15.6% | Added |
| Callan Family Office, LLC | 14,956 | $1.94M | 0.06% | −3,028−16.8% | Reduced |
| Essex Financial Services, Inc. | 14,972 | $1.95M | 0.12% | −50−0.3% | Reduced |
| Fidelis Capital Partners, LLC | 14,979 | $1.95M | 0.15% | +6,073+68.2% | Added |
| Union Bancaire Privee, UBP SA | 15,162 | $1.96M | 0.04% | +10,718+241.2% | Added |
| Ascent Group, LLC | 15,192 | $1.97M | 0.07% | +12,738+519.1% | Added |
| BNP Paribas | 15,296 | $1.99M | 0.06% | +5,134+50.5% | Added |
| Allianz SE | 15,310 | $1.99M | 0.04% | +6,350+70.9% | Added |
| Group One Trading, L.P. | 15,525 | $2.02M | 0.06% | −65,575−80.9% | Reduced |
| Farringdon Capital, Ltd. | 15,738 | $2.05M | 0.52% | +15,738 | New |
| Lansing Street Advisors | 15,800 | $2.05M | 0.54% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 15,888 | $2.06M | 0.01% | −2,236−12.3% | Reduced |
| Zhang Financial LLC | 15,955 | $2.07M | 0.08% | +215+1.4% | Added |
| Gabelli & Co Investment Advisers, Inc. | 16,000 | $2.08M | 0.33% | −400−2.4% | Reduced |
| Private Advisor Group, LLC | 16,048 | $2.09M | 0.01% | −102−0.6% | Reduced |
| Lynx Capital Group Ltd | 16,071 | $2.09M | 0.97% | −36−0.2% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 16,227 | $2.11M | 0.10% | +844+5.5% | Added |
| RiverPark Advisors, LLC | 16,235 | $2.11M | 0.91% | −43−0.3% | Reduced |
| Iridian Asset Management LLC | 16,405 | $2.13M | 0.84% | −1,880−10.3% | Reduced |
| Harbor Capital Advisors, Inc. | 16,512 | $2.15M | 0.17% | +71+0.4% | Added |
| Equitable Holdings, Inc. | 16,655 | $2.16M | 0.02% | −1,319−7.3% | Reduced |
| Clearstead Advisors, LLC | 16,819 | $2.19M | 0.03% | +165+1.0% | Added |
| Financial Management Network Inc | 17,425 | $2.21M | 0.36% | −2,437−12.3% | Reduced |
| LB Partners LLC | 17,100 | $2.22M | 1.43% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 17,185 | $2.23M | 0.02% | +140+0.8% | Added |
| Vestcor Inc | 17,368 | $2.26M | 0.07% | +4,223+32.1% | Added |
| Cross Staff Investments Inc | 17,468 | $2.27M | 1.58% | +11+0.1% | Added |
| Alerus Financial NA | 17,474 | $2.27M | 0.12% | −1,200−6.4% | Reduced |
| Machina Capital S.A.S. | 17,527 | $2.28M | 0.40% | +17,527 | New |
| Franklin Street Advisors Inc | 17,547 | $2.28M | 0.13% | 00.0% | Unchanged |
| M&T Bank Corp | 17,603 | $2.29M | 0.01% | −10,433−37.2% | Reduced |
| Bryn Mawr Trust Co | 17,658 | $2.29M | 0.06% | −7,933−31.0% | Reduced |
| Independent Advisor Alliance | 17,821 | $2.32M | 0.06% | +910+5.4% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 17,847 | $2.32M | 0.15% | −473−2.6% | Reduced |
| Ar Asset Management Inc | 18,000 | $2.34M | 0.49% | 00.0% | Unchanged |
| Sava Infond d.o.o. | 18,045 | $2.34M | 0.33% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 18,297 | $2.38M | 0.03% | +9,610+110.6% | Added |
| RDA Financial Network | 18,396 | $2.39M | 0.59% | +1,665+10.0% | Added |
| Apollon Wealth Management, LLC | 18,422 | $2.39M | 0.04% | −463−2.5% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 18,498 | $2.40M | 0.07% | −527−2.8% | Reduced |
| MUFG Securities Americas Inc. | 18,500 | $2.40M | 0.16% | +3,499+23.3% | Added |
| Connable Office Inc | 18,515 | $2.41M | 0.22% | −127−0.7% | Reduced |
| Lazard Asset Management LLC | 18,808 | $2.44M | 0.00% | +481+2.6% | Added |
| NewEdge Wealth, LLC | 20,571 | $2.45M | 0.04% | +481+2.4% | Added |
| Checchi Capital Advisers, LLC | 18,850 | $2.45M | 0.17% | −154−0.8% | Reduced |
| Sierra Capital LLC | 18,923 | $2.46M | 0.27% | −3,567−15.9% | Reduced |
| Parallel Advisors, LLC | 18,972 | $2.47M | 0.05% | +1,806+10.5% | Added |
| Daymark Wealth Partners, LLC | 19,033 | $2.47M | 0.08% | +1,016+5.6% | Added |
| Lee Danner & Bass Inc | 19,071 | $2.48M | 0.18% | −800−4.0% | Reduced |
| Tower Research Capital LLC (TRC) | 19,338 | $2.51M | 0.07% | −5,952−23.5% | Reduced |
| Louisbourg Investments Inc. | 25,357 | $2.54M | 0.55% | −2,875−10.2% | Reduced |
| Arkadios Wealth Advisors | 19,601 | $2.55M | 0.06% | +1,271+6.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 19,612 | $2.55M | 0.02% | +6,796+53.0% | Added |
| Longfellow Investment Management Co LLC | 19,882 | $2.58M | 0.61% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 19,889 | $2.58M | 0.39% | +80.0% | Added |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 20,000 | $2.60M | 0.13% | 00.0% | Unchanged |
| Waratah Capital Advisors Ltd. | 20,000 | $2.60M | 0.18% | −47,179−70.2% | Reduced |
| CIBC Private Wealth Group, LLC | 20,162 | $2.62M | 0.00% | +848+4.4% | Added |
| JustInvest LLC | 20,200 | $2.63M | 0.03% | +1,203+6.3% | Added |
| Next Capital Management LLC | 20,273 | $2.63M | 0.88% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 20,457 | $2.66M | 0.05% | −71−0.3% | Reduced |
| MAI Capital Management | 20,568 | $2.67M | 0.02% | +710+3.6% | Added |
| Intech Investment Management LLC | 20,699 | $2.69M | 0.02% | +9,335+82.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 20,731 | $2.69M | 0.08% | +2,877+16.1% | Added |
| Wedbush Securities Inc | 21,079 | $2.74M | 0.09% | +1,236+6.2% | Added |
| Leonteq Securities AG | 21,496 | $2.79M | 0.15% | +5,696+36.1% | Added |
| Venture Visionary Partners LLC | 21,535 | $2.80M | 0.10% | +5,743+36.4% | Added |
| Cove Private Wealth, LLC | 21,627 | $2.81M | 0.89% | −61−0.3% | Reduced |
| Bokf, NA | 21,666 | $2.82M | 0.04% | +619+2.9% | Added |
| Independent Financial Group, LLC | 21,832 | $2.84M | 0.07% | +3,880+21.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 21,865 | $2.84M | 0.04% | +273+1.3% | Added |
| Capital Analysts, LLC | 21,996 | $2.86M | 0.08% | +20+0.1% | Added |
| Sageworth Trust Co | 22,245 | $2.89M | 0.13% | +22,245 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 22,386 | $2.91M | 0.01% | +6,989+45.4% | Added |
| Infrastructure Capital Advisors, LLC | 24,344 | $2.95M | 0.37% | +3,344+15.9% | Added |
| Southeast Asset Advisors Inc. | 22,847 | $2.97M | 0.32% | +422+1.9% | Added |
| Advisors Preferred, LLC | 23,500 | $3.00M | 0.44% | +8,500+56.7% | Added |
| Boothbay Fund Management, LLC | 23,054 | $3.00M | 0.08% | −47,150−67.2% | Reduced |
| Sit Investment Associates Inc | 23,100 | $3.00M | 0.06% | −525−2.2% | Reduced |
| Allstate Corp | 23,266 | $3.02M | 0.07% | +23,266 | New |
| Pensionmark Financial Group, LLC | 23,303 | $3.03M | 0.06% | −869−3.6% | Reduced |
| Rational Advisors LLC | 23,350 | $3.03M | 0.30% | −3,800−14.0% | Reduced |
| Maltese Capital Management LLC | 23,550 | $3.06M | 0.46% | +23,550 | New |
| Davidson Kahn Capital Management, LLC | 23,707 | $3.08M | 1.72% | −653−2.7% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 23,318 | $3.10M | 0.16% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 23,877 | $3.10M | 0.03% | −989−4.0% | Reduced |
| Synovus Financial Corp | 23,970 | $3.12M | 0.04% | +9,748+68.5% | Added |
| TCG Advisory Services, LLC | 24,122 | $3.13M | 0.12% | +6,341+35.7% | Added |
| Omers Administration Corp | 24,393 | $3.17M | 0.02% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 24,411 | $3.17M | 0.02% | +453+1.9% | Added |
| Equitable Trust Co | 24,463 | $3.18M | 0.15% | −905−3.6% | Reduced |
| Virtu Financial LLC | 24,537 | $3.19M | 0.18% | +24,537 | New |
| MONECO Advisors, LLC | 24,542 | $3.19M | 0.27% | +50+0.2% | Added |
| Siemens Fonds Invest GmbH | 24,683 | $3.21M | 0.18% | −1,018−4.0% | Reduced |
| First Interstate Bank | 24,723 | $3.21M | 0.18% | +1,306+5.6% | Added |
| Summit Trail Advisors, LLC | 24,766 | $3.22M | 0.04% | +5,590+29.2% | Added |
| IMC-Chicago, LLC | 24,878 | $3.23M | 0.06% | −39,757−61.5% | Reduced |