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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 3,555 | $462.0K | 0.06% | +109+3.2% | Added |
| Gitterman Wealth Management, LLC | 3,551 | $461.5K | 0.11% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 3,550 | $461.3K | 0.07% | +3,550 | New |
| Banque Cantonale Vaudoise | 3,543 | $460.0K | 0.02% | −595−14.4% | Reduced |
| Panagora Asset Management Inc | 3,532 | $459.0K | 0.00% | 00.0% | Unchanged |
| Catalyst Private Wealth, LLC | 3,522 | $457.7K | 0.20% | +6+0.2% | Added |
| Conning Inc. | 3,511 | $456.3K | 0.02% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 3,506 | $455.6K | 0.01% | +724+26.0% | Added |
| Knightsbridge Asset Management, LLC | 3,482 | $452.5K | 0.08% | −6−0.2% | Reduced |
| CNB Bank | 3,470 | $450.9K | 0.19% | +261+8.1% | Added |
| Eisler Capital Management Ltd. | 3,016 | $450.9K | 0.01% | −152,403−98.1% | Reduced |
| ZRC Wealth Management, LLC | 3,449 | $448.2K | 0.16% | +2,330+208.2% | Added |
| Exchange Traded Concepts, LLC | 3,439 | $446.9K | 0.00% | +1,508+78.1% | Added |
| Cypress Wealth Services, LLC | 3,433 | $446.1K | 0.07% | +43+1.3% | Added |
| FourThought Financial Partners, LLC | 3,429 | $445.6K | 0.04% | +1,562+83.7% | Added |
| Forefront Wealth Partners, LLC | 3,415 | $443.8K | 0.11% | +3,415 | New |
| Citizens National Bank Trust Department | 3,375 | $438.6K | 0.08% | −25−0.7% | Reduced |
| Alta Advisers Ltd | 3,363 | $437.0K | 0.13% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 3,287 | $427.1K | 0.07% | +3,287 | New |
| Diligent Investors, LLC | 3,280 | $426.2K | 0.11% | −2,950−47.4% | Reduced |
| Evoke Wealth, LLC | 3,263 | $424.0K | 0.01% | −1,308−28.6% | Reduced |
| Hodges Capital Management Inc. | 3,209 | $417.1K | 0.04% | +3+0.1% | Added |
| Cornerstone Advisory, LLC | 3,189 | $414.5K | 0.04% | +92+3.0% | Added |
| Sovereign Financial Group, Inc. | 3,187 | $414.2K | 0.08% | −3−0.1% | Reduced |
| Fiduciary Family Office, LLC | 3,125 | $406.1K | 0.12% | −14−0.4% | Reduced |
| Masso Torrence Wealth Management Inc. | 3,124 | $406.0K | 0.17% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 3,119 | $405.3K | 0.02% | −513−14.1% | Reduced |
| Childress Capital Advisors, LLC | 3,116 | $405.0K | 0.07% | +295+10.5% | Added |
| Main Street Financial Solutions, LLC | 3,098 | $402.6K | 0.03% | +3,098 | New |
| Turtle Creek Wealth Advisors, LLC | 3,049 | $396.2K | 0.04% | +3,049 | New |
| Wealth Management Associates, Inc. | 3,044 | $395.6K | 0.14% | +611+25.1% | Added |
| Mount Yale Investment Advisors, LLC | 3,027 | $393.4K | 0.03% | +1,514+100.1% | Added |
| Rochester Wealth Strategies, LLC | 3,010 | $391.1K | 0.26% | 00.0% | Unchanged |
| Davis R M Inc | 3,005 | $390.4K | 0.01% | 00.0% | Unchanged |
| 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 |
| Millennium Capital Advisors, LLC | 2,970 | $386.0K | 0.23% | +1,250+72.7% | Added |
| Gallagher Fiduciary Advisors, LLC | 2,935 | $381.5K | 0.01% | +68+2.4% | Added |
| Klingman & Associates, LLC | 2,929 | $380.6K | 0.02% | +327+12.6% | Added |
| Fieldview Capital Management, LLC | 2,899 | $376.7K | 0.06% | −22,946−88.8% | Reduced |
| VestGen Advisors, LLC | 2,870 | $373.0K | 0.01% | −13−0.5% | Reduced |
| Systematic Alpha Investments, LLC | 2,860 | $371.7K | 0.01% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 2,853 | $370.7K | 0.07% | −506−15.1% | Reduced |
| LFA - Lugano Financial Advisors SA | 2,850 | $370.4K | 0.20% | 00.0% | Unchanged |
| Avestar Capital, LLC | 2,848 | $370.1K | 0.03% | +899+46.1% | Added |
| Wealth Quarterback LLC | 2,840 | $369.0K | 0.14% | −1,599−36.0% | Reduced |
| Naviter Wealth, LLC | 2,827 | $367.4K | 0.04% | +30+1.1% | Added |
| Essex Savings Bank | 2,824 | $367.0K | 0.08% | −9−0.3% | Reduced |
| Quotient Wealth Partners, LLC | 2,820 | $366.5K | 0.01% | +152+5.7% | Added |
| BCS Private Wealth Management, Inc. | 2,805 | $364.5K | 0.13% | −75−2.6% | Reduced |
| Skopos Labs, Inc. | 2,710 | $363.8K | 0.05% | −11−0.4% | Reduced |
| Guyasuta Investment Advisors Inc | 2,797 | $363.5K | 0.02% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 2,797 | $363.5K | 0.05% | +35+1.3% | Added |
| Kesler, Norman & Wride, LLC | 2,453 | $362.8K | 0.07% | −4,522−64.8% | Reduced |
| First Commonwealth Financial Corp | 2,784 | $361.8K | 0.06% | −185−6.2% | Reduced |
| Beese Fulmer Investment Management, Inc. | 2,770 | $360.0K | 0.02% | +3+0.1% | Added |
| Fukoku Mutual Life Insurance Co | 2,766 | $359.4K | 0.02% | −8,697−75.9% | Reduced |
| Vicus Capital | 2,762 | $358.9K | 0.03% | −100−3.5% | Reduced |
| Parsonex Advisory Services, Inc. | 2,759 | $358.5K | 0.24% | −5−0.2% | Reduced |
| Ballast, Inc. | 2,752 | $357.6K | 0.09% | −70−2.5% | Reduced |
| NFP Retirement, Inc. | 2,748 | $357.1K | 0.02% | 00.0% | Unchanged |
| North Capital, Inc. | 2,745 | $356.7K | 0.28% | +10.0% | Added |
| 111 Capital | 2,730 | $354.8K | 0.07% | +2,730 | New |
| Aprio Wealth Management, LLC | 2,709 | $352.0K | 0.04% | +311+13.0% | Added |
| Integrated Wealth Concepts LLC | 2,690 | $349.6K | 0.00% | −419−13.5% | Reduced |
| Prosperity Consulting Group, LLC | 2,690 | $349.6K | 0.02% | +2,690 | New |
| Washington Trust Bank | 2,644 | $343.6K | 0.03% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,638 | $342.8K | 0.05% | +2+0.1% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 2,630 | $341.8K | 0.05% | 00.0% | Unchanged |
| Middleton & Co Inc | 2,622 | $340.7K | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,610 | $339.3K | 0.02% | +10+0.4% | Added |
| Peak Planning Group, LLC | 2,606 | $338.7K | 0.18% | +3+0.1% | Added |
| Frank, Rimerman Advisors LLC | 2,604 | $338.4K | 0.02% | +74+2.9% | Added |
| Evercore Wealth Management, LLC | 2,602 | $338.1K | 0.00% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 2,600 | $338.0K | 0.00% | −320−11.0% | Reduced |
| Sweeney & Michel, LLC | 2,866 | $337.7K | 0.11% | +4+0.1% | Added |
| Argent Trust Co | 2,584 | $335.8K | 0.01% | −255−9.0% | Reduced |
| Kera Capital Partners, Inc. | 2,577 | $334.9K | 0.05% | −331−11.4% | Reduced |
| SageView Advisory Group, LLC | 2,565 | $333.4K | 0.01% | −204−7.4% | Reduced |
| Souders Financial Advisors | 2,565 | $333.4K | 0.04% | +308+13.6% | Added |
| Legacy Advisors, LLC | 2,543 | $330.4K | 0.04% | +2,543 | New |
| Avantra Family Wealth, Inc. | 2,538 | $329.8K | 0.25% | +2,538 | New |
| Partners Capital Investment Group, LLP | 2,529 | $328.6K | 0.01% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 2,501 | $325.1K | 0.01% | +774+44.8% | Added |
| Congress Park Capital LLC | 2,500 | $324.9K | 0.10% | +250+11.1% | Added |
| Trustmark National Bank Trust Department | 2,495 | $324.2K | 0.02% | −5−0.2% | Reduced |
| Roundview Capital LLC | 2,479 | $322.1K | 0.02% | +135+5.8% | Added |
| BlueStem Wealth Partners, LLC | 2,478 | $322.0K | 0.04% | −365−12.8% | Reduced |
| Ssi Investment Management LLC | 2,474 | $321.5K | 0.02% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 2,471 | $321.0K | 0.01% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 2,469 | $320.8K | 0.01% | +99+4.2% | Added |
| Virtus Family Office LLC | 2,449 | $318.2K | 0.30% | −289−10.6% | Reduced |
| Orrstown Financial Services Inc | 2,447 | $318.0K | 0.05% | +431+21.4% | Added |
| Drive Wealth Management, LLC | 2,439 | $316.9K | 0.07% | +77+3.3% | Added |
| Northwest Bancshares, Inc. | 2,425 | $315.1K | 0.05% | 00.0% | Unchanged |
| CX Institutional | 2,423 | $315.0K | 0.01% | +106+4.6% | Added |
| D'Orazio & Associates, Inc. | 2,408 | $312.9K | 0.04% | +5+0.2% | Added |
| Requisite Capital Management, LLC | 2,405 | $312.5K | 0.05% | +2,405 | New |
| Banque Pictet & Cie SA | 2,400 | $311.9K | 0.00% | 00.0% | Unchanged |