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 |
|---|---|---|---|---|---|
| Berbice Capital Management LLC | 2,400 | $311.9K | 0.19% | +200+9.1% | Added |
| Horizon Kinetics Asset Management LLC | 2,392 | $310.8K | 0.00% | −786−24.7% | Reduced |
| Nemes Rush Group LLC | 2,386 | $310.1K | 0.03% | +261+12.3% | Added |
| Sand Hill Global Advisors, LLC | 2,381 | $309.4K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,372 | $308.2K | 0.07% | +360+17.9% | Added |
| MASTERINVEST Kapitalanlage GmbH | 2,370 | $308.0K | 0.03% | +264+12.5% | Added |
| Evergreen Capital Management LLC | 2,359 | $306.6K | 0.01% | +557+30.9% | Added |
| Objective Capital Management, LLC | 2,354 | $306.0K | 0.32% | 00.0% | Unchanged |
| Net Worth Advisory Group | 2,354 | $305.9K | 0.09% | +2,354 | New |
| PDS Planning, Inc | 2,349 | $305.3K | 0.02% | +102+4.5% | Added |
| Cypress Point Wealth Management, LLC | 2,325 | $302.1K | 0.06% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 2,316 | $300.9K | 0.04% | +10.0% | Added |
| Pring Turner Capital Group Inc | 2,315 | $300.8K | 0.18% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 2,314 | $300.7K | 0.07% | +797+52.5% | Added |
| Waterloo Capital, L.P. | 2,303 | $299.2K | 0.02% | +128+5.9% | Added |
| Change Path, LLC | 2,290 | $297.6K | 0.01% | −357−13.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 2,285 | $296.9K | 0.02% | −144−5.9% | Reduced |
| JSF Financial, LLC | 2,277 | $296.0K | 0.07% | +3+0.1% | Added |
| WealthPLAN Partners, LLC | 2,276 | $295.8K | 0.04% | −54−2.3% | Reduced |
| Armistice Capital, LLC | 2,265 | $294.3K | 0.01% | +2,265 | New |
| Savant Capital, LLC | 2,258 | $293.5K | 0.00% | +400+21.5% | Added |
| Dynasty Wealth Management, LLC | 2,256 | $293.2K | 0.00% | +2,256 | New |
| Leo Wealth, LLC | 2,254 | $292.9K | 0.04% | −87−3.7% | Reduced |
| Shepherd Financial Partners LLC | 2,229 | $289.7K | 0.03% | 00.0% | Unchanged |
| TFC Financial Management | 2,215 | $287.8K | 0.04% | −155−6.5% | Reduced |
| Continuum Advisory, LLC | 2,208 | $286.9K | 0.03% | +2,208 | New |
| Wealthspire Advisors, LLC | 2,202 | $286.2K | 0.00% | −159−6.7% | Reduced |
| Founders Financial Alliance, LLC | 2,194 | $285.1K | 0.05% | −41−1.8% | Reduced |
| Keystone Financial Group | 2,187 | $284.2K | 0.02% | +24+1.1% | Added |
| Ausdal Financial Partners, Inc. | 2,184 | $283.9K | 0.01% | +141+6.9% | Added |
| Capital Group Investment Management Pte. Ltd. | 2,182 | $283.6K | 0.05% | −2,882−56.9% | Reduced |
| Kingsview Wealth Management, LLC | 2,160 | $280.7K | 0.00% | +236+12.3% | Added |
| Sender Co & Partners, Inc. | 2,158 | $280.4K | 0.11% | +2,158 | New |
| RFG - Bristol Wealth Advisors, LLC | 2,156 | $280.2K | 0.08% | −389−15.3% | Reduced |
| Jacobi Capital Management LLC | 2,132 | $277.0K | 0.02% | +2,132 | New |
| Inscription Capital, LLC | 2,126 | $276.3K | 0.03% | +2,126 | New |
| Csenge Advisory Group | 2,124 | $276.1K | 0.01% | +81+4.0% | Added |
| PFG Advisors | 2,121 | $275.6K | 0.01% | +34+1.6% | Added |
| Patton Fund Management, Inc. | 2,112 | $274.5K | 0.05% | 00.0% | Unchanged |
| Banque de Luxembourg S.A. | 2,109 | $274.1K | 0.14% | −335−13.7% | Reduced |
| Calamos Wealth Management LLC | 2,108 | $273.9K | 0.01% | +91+4.5% | Added |
| Ocean Capital Management, LLC | 2,105 | $273.5K | 0.06% | +10.0% | Added |
| Integris Wealth Management, LLC | 2,098 | $272.6K | 0.07% | +113+5.7% | Added |
| United Community Bank | 2,064 | $268.2K | 0.08% | +1,129+120.7% | Added |
| Aspen Grove Capital, LLC | 2,062 | $268.0K | 0.05% | −516−20.0% | Reduced |
| Portus Wealth Advisors, LLC | 2,061 | $267.8K | 0.27% | +2,061 | New |
| Renaissance Group LLC | 2,052 | $266.6K | 0.01% | −623−23.3% | Reduced |
| NorthCrest Asset Manangement, LLC | 2,137 | $266.6K | 0.01% | +247+13.1% | Added |
| Soltis Investment Advisors LLC | 2,045 | $265.8K | 0.02% | +97+5.0% | Added |
| Sivia Capital Partners, LLC | 2,043 | $265.5K | 0.07% | −7−0.3% | Reduced |
| Stock Yards Bank & Trust Co | 2,028 | $263.5K | 0.01% | −3−0.1% | Reduced |
| BTG Pactual Asset Management US LLC | 2,020 | $262.5K | 0.03% | +2,020 | New |
| Sentry Investment Management LLC | 2,102 | $262.0K | 0.17% | +2+0.1% | Added |
| Avantax Planning Partners, Inc. | 2,009 | $261.1K | 0.01% | +9+0.4% | Added |
| Fairview Capital Investment Management, LLC | 2,001 | $260.1K | 0.01% | 00.0% | Unchanged |
| Benin Management CORP | 2,000 | $259.9K | 0.06% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $259.9K | 0.04% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 2,000 | $259.9K | 0.15% | 00.0% | Unchanged |
| Emprise Bank | 2,000 | $259.9K | 0.11% | 00.0% | Unchanged |
| Granite FO LLC | 2,000 | $259.9K | 0.14% | 00.0% | Unchanged |
| West Wealth Group, LLC | 2,085 | $259.5K | 0.06% | −192−8.4% | Reduced |
| Holistic Planning, LLC | 1,994 | $259.2K | 0.07% | +80+4.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 1,993 | $259.0K | 0.03% | +100+5.3% | Added |
| Fisher Asset Management, LLC | 1,990 | $258.7K | 0.00% | −142−6.7% | Reduced |
| Stamos Capital Partners, L.P. | 1,986 | $258.1K | 0.05% | −3,634−64.7% | Reduced |
| Montecito Bank & Trust | 1,963 | $255.1K | 0.04% | +1,963 | New |
| PFG Investments, LLC | 1,961 | $254.9K | 0.01% | +1,961 | New |
| Axq Capital, LP | 1,961 | $254.8K | 0.10% | +1,961 | New |
| Opinicus Capital, Inc. | 1,956 | $254.2K | 0.18% | −38−1.9% | Reduced |
| Mullaney, Keating & Wright, Inc. | 1,956 | $254.1K | 0.14% | +3+0.2% | Added |
| Moneta Group Investment Advisors LLC | 1,948 | $253.2K | 0.00% | +10+0.5% | Added |
| Navis Wealth Advisors, LLC | 1,946 | $252.9K | 0.19% | +115+6.3% | Added |
| Sowell Financial Services LLC | 1,946 | $252.8K | 0.01% | +398+25.7% | Added |
| Private Trust Co NA | 1,944 | $252.6K | 0.02% | +639+49.0% | Added |
| GPS Wealth Strategies Group, LLC | 1,943 | $252.5K | 0.03% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 1,939 | $252.0K | 0.00% | +53+2.8% | Added |
| Concorde Asset Management, LLC | 2,010 | $251.4K | 0.11% | +2,010 | New |
| Hilton Capital Management, LLC | 1,932 | $251.1K | 0.02% | 00.0% | Unchanged |
| Nilsine Partners, LLC | 1,929 | $250.7K | 0.02% | +304+18.7% | Added |
| St Germain D J Co Inc | 1,920 | $249.5K | 0.01% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,915 | $248.8K | 0.01% | +1,915 | New |
| Sandy Cove Advisors, LLC | 1,912 | $248.5K | 0.08% | +135+7.6% | Added |
| Conservest Capital Advisors, Inc. | 1,900 | $246.9K | 0.02% | +1+0.1% | Added |
| Bienville Capital Management, LLC | 1,898 | $246.7K | 0.05% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 1,897 | $246.5K | 0.17% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 1,887 | $245.2K | 0.02% | +51+2.8% | Added |
| Canvas Wealth Advisors, LLC | 1,908 | $243.6K | 0.04% | −111−5.5% | Reduced |
| Simplicity Wealth,LLC | 1,872 | $243.3K | 0.01% | −1,916−50.6% | Reduced |
| Tocqueville Asset Management L.P. | 1,868 | $242.7K | 0.00% | +268+16.8% | Added |
| Lynx Investment Advisory | 1,856 | $241.1K | 0.14% | +3+0.2% | Added |
| FFT Wealth Management LLC | 1,855 | $241.1K | 0.04% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 1,850 | $240.4K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,849 | $240.3K | 0.01% | +245+15.3% | Added |
| Cary Street Partner Investment Advisory LLC | 1,845 | $239.8K | 0.10% | +59+3.3% | Added |
| Onefund, LLC | 1,841 | $239.2K | 0.15% | +68+3.8% | Added |
| New Hampshire Trust | 1,836 | $238.6K | 0.05% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 1,821 | $236.6K | 0.05% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1,810 | $235.2K | 0.01% | +7+0.4% | Added |
| Serenus Wealth Advisors, LLC | 1,806 | $234.7K | 0.04% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 1,806 | $234.7K | 0.07% | +1,806 | New |