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 |
|---|---|---|---|---|---|
| Heron Bay Capital Management | 90,590 | $11.8M | 2.20% | −3,145−3.4% | Reduced |
| British Columbia Investment Management Corp | 89,771 | $11.7M | 0.07% | −8,072−8.2% | Reduced |
| Lavaca Capital LLC | 88,300 | $11.5M | 2.08% | −4,600−5.0% | Reduced |
| Marsico Capital Management LLC | 86,975 | $11.3M | 0.29% | +80,581+1,260.3% | Added |
| Kestra Advisory Services, LLC | 82,608 | $10.7M | 0.05% | +360+0.4% | Added |
| Public Employees Retirement Association of Colorado | 81,151 | $10.5M | 0.04% | −2,109−2.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 81,029 | $10.5M | 0.04% | +40,391+99.4% | Added |
| Assetmark, Inc | 80,669 | $10.5M | 0.02% | −18,602−18.7% | Reduced |
| AQR Capital Management LLC | 80,427 | $10.5M | 0.01% | −99,565−55.3% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 79,673 | $10.4M | 0.08% | +1,354+1.7% | Added |
| Oregon Public Employees Retirement Fund | 78,434 | $10.2M | 0.13% | +20,024+34.3% | Added |
| Nissay Asset Management Corp | 78,037 | $10.1M | 0.06% | +1,022+1.3% | Added |
| T. Rowe Price Investment Management, Inc. | 77,826 | $10.1M | 0.01% | −1,069,424−93.2% | Reduced |
| Jessup Wealth Management, Inc | 77,606 | $10.1M | 3.76% | −62−0.1% | Reduced |
| HB Wealth Management, LLC | 77,382 | $10.1M | 0.07% | −1,729−2.2% | Reduced |
| Brinker Capital Investments, LLC | 77,089 | $10.0M | 0.08% | −4,725−5.8% | Reduced |
| NEOS Investment Management LLC | 77,027 | $10.0M | 0.07% | +25,792+50.3% | Added |
| AMJ Financial Wealth Management | 76,420 | $9.93M | 2.41% | +76,420 | New |
| Pinnacle Associates Ltd | 75,190 | $9.77M | 0.13% | −943−1.2% | Reduced |
| Mackenzie Financial Corp | 75,162 | $9.77M | 0.01% | −306−0.4% | Reduced |
| Mutual of America Capital Management LLC | 74,363 | $9.66M | 0.10% | −3,265−4.2% | Reduced |
| State of Alaska, Department of Revenue | 73,967 | $9.61M | 0.10% | −2,258−3.0% | Reduced |
| Sanctuary Advisors, LLC | 73,569 | $9.56M | 0.05% | −5,332−6.8% | Reduced |
| City of London Investment Management Co Ltd | 72,629 | $9.44M | 0.70% | −5,834−7.4% | Reduced |
| Nomura Holdings Inc | 71,958 | $9.35M | 0.04% | +71,958 | New |
| B & T Capital Management DBA Alpha Capital Management | 71,193 | $9.25M | 1.47% | −897−1.2% | Reduced |
| MML Investors Services, LLC | 70,803 | $9.20M | 0.02% | −11,743−14.2% | Reduced |
| Pacer Advisors, Inc. | 70,630 | $9.18M | 0.02% | −2,150−3.0% | Reduced |
| Pathstone Holdings, LLC | 69,672 | $9.05M | 0.03% | +7,615+12.3% | Added |
| Quantbot Technologies LP | 69,099 | $8.98M | 0.24% | +69,099 | New |
| Northwestern Mutual Wealth Management Co | 68,934 | $8.96M | 0.01% | +9,313+15.6% | Added |
| Diamond Hill Capital Management Inc | 67,688 | $8.80M | 0.04% | −20,000−22.8% | Reduced |
| Engineers Gate Manager LP | 67,471 | $8.77M | 0.10% | +67,471 | New |
| OP Asset Management Ltd | 67,341 | $8.75M | 0.12% | +1,534+2.3% | Added |
| Yousif Capital Management, LLC | 66,149 | $8.60M | 0.09% | −1,159−1.7% | Reduced |
| Nisa Investment Advisors, LLC | 65,893 | $8.56M | 0.03% | −10,945−14.2% | Reduced |
| Chicago Partners Investment Group LLC | 70,806 | $8.54M | 0.22% | +2,682+3.9% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 65,323 | $8.49M | 0.36% | +8,603+15.2% | Added |
| Cubist Systematic Strategies, LLC | 65,150 | $8.47M | 0.12% | +65,150 | New |
| Wiley Bros.-Aintree Capital, LLC | 64,918 | $8.42M | 0.05% | +3,041+4.9% | Added |
| Morningstar Investment Management LLC | 62,267 | $8.09M | 0.30% | +62,267 | New |
| Logan Capital Management Inc | 61,798 | $8.03M | 0.34% | +10,164+19.7% | Added |
| M&G Plc | 61,000 | $7.93M | 0.04% | −12,200−16.7% | Reduced |
| Triangle Securities Wealth Management | 60,807 | $7.90M | 1.79% | −1,749−2.8% | Reduced |
| Verition Fund Management LLC | 59,564 | $7.74M | 0.04% | +52,151+703.5% | Added |
| Nordea Investment Management AB | 59,713 | $7.73M | 0.01% | +6,241+11.7% | Added |
| US Bancorp | 58,960 | $7.66M | 0.01% | +915+1.6% | Added |
| Whittier Trust Co of Nevada Inc | 59,403 | $7.58M | 0.16% | +3,166+5.6% | Added |
| Engle Capital Management, L.P. | 56,991 | $7.41M | 2.61% | −50,509−47.0% | Reduced |
| Capital Group Private Client Services, Inc. | 56,850 | $7.39M | 0.12% | −202,450−78.1% | Reduced |
| Sterling Investment Advisors, Ltd. | 56,841 | $7.39M | 1.44% | −1,242−2.1% | Reduced |
| First Trust Advisors LP | 55,822 | $7.25M | 0.01% | −39,980−41.7% | Reduced |
| Artemis Investment Management LLP | 55,444 | $7.20M | 0.09% | −17,363−23.8% | Reduced |
| Bowen Hanes & Co Inc | 55,380 | $7.20M | 0.18% | +5,690+11.5% | Added |
| Beck Mack & Oliver LLC | 55,345 | $7.19M | 0.13% | −2,121−3.7% | Reduced |
| FIL Ltd | 55,019 | $7.15M | 0.01% | −30,849−35.9% | Reduced |
| Janus Henderson Group PLC | 54,972 | $7.14M | 0.00% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 54,773 | $7.12M | 0.03% | +51,149+1,411.4% | Added |
| Wealthfront Advisers LLC | 54,743 | $7.11M | 0.02% | +662+1.2% | Added |
| UniSuper Management Pty Ltd | 53,718 | $6.98M | 0.04% | +7,063+15.1% | Added |
| Mizuho Securities USA LLC | 49,966 | $6.97M | 0.14% | +3,179+6.8% | Added |
| Strategic Blueprint, LLC | 52,689 | $6.85M | 0.30% | +107+0.2% | Added |
| QRG Capital Management, Inc. | 52,533 | $6.83M | 0.08% | +161+0.3% | Added |
| Gotham Asset Management, LLC | 52,310 | $6.80M | 0.03% | +2,171+4.3% | Added |
| Vontobel Holding Ltd. | 51,823 | $6.73M | 0.02% | +1,427+2.8% | Added |
| Laurion Capital Management LP | 51,562 | $6.70M | 0.91% | +35,478+220.6% | Added |
| ArrowMark Colorado Holdings LLC | 51,085 | $6.64M | 0.12% | −3,315−6.1% | Reduced |
| KBC Group NV | 50,975 | $6.62M | 0.02% | +1,124+2.3% | Added |
| DuPont Capital Management Corp | 50,828 | $6.61M | 0.68% | +50,828 | New |
| Summit Financial, LLC | 50,815 | $6.60M | 0.10% | +491+1.0% | Added |
| Integrated Advisors Network LLC | 50,593 | $6.57M | 0.28% | +9,181+22.2% | Added |
| TD Waterhouse Canada Inc. | 51,352 | $6.55M | 0.04% | +2,211+4.5% | Added |
| Candriam Luxembourg S.C.A. | 49,413 | $6.42M | 0.03% | −1,264−2.5% | Reduced |
| Avanza Fonder AB | 49,392 | $6.42M | 0.17% | +4,701+10.5% | Added |
| Coastal Bridge Advisors, LLC | 49,389 | $6.42M | 0.49% | −4,812−8.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 49,372 | $6.42M | 0.04% | +3,457+7.5% | Added |
| Bouvel Investment Partners, LLC | 49,090 | $6.38M | 1.95% | −547−1.1% | Reduced |
| Gateway Investment Advisers LLC | 48,882 | $6.35M | 0.06% | −814−1.6% | Reduced |
| Menlo Advisors LLC | 48,380 | $6.29M | 2.98% | −5,795−10.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 48,016 | $6.24M | 0.10% | +9,989+26.3% | Added |
| Stonegate Investment Group, LLC | 47,856 | $6.22M | 0.14% | +47,856 | New |
| CIBC World Markets Inc. | 47,761 | $6.21M | 0.01% | +10,547+28.3% | Added |
| TD Private Client Wealth LLC | 45,770 | $5.95M | 0.13% | −415−0.9% | Reduced |
| Interval Partners, LP | 45,267 | $5.88M | 0.13% | −15,705−25.8% | Reduced |
| Staley Capital Advisers Inc | 45,000 | $5.85M | 0.24% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 45,105 | $5.57M | 1.14% | 00.0% | Unchanged |
| Kentucky Retirement Systems | 42,578 | $5.53M | 0.15% | −585−1.4% | Reduced |
| Toroso Investments, LLC | 42,404 | $5.51M | 0.02% | +5,751+15.7% | Added |
| Caisse des Depots Et Consignations | 42,319 | $5.50M | 0.23% | +57+0.1% | Added |
| Canal Capital Management, LLC | 42,019 | $5.46M | 0.82% | −366−0.9% | Reduced |
| Pinnacle Financial Partners Inc | 41,919 | $5.45M | 0.13% | +262+0.6% | Added |
| Capital International Sarl | 41,851 | $5.44M | 0.09% | −18,702−30.9% | Reduced |
| IFP Advisors, Inc | 41,741 | $5.42M | 0.14% | +1,062+2.6% | Added |
| Hamilton Capital Partners Inc. | 40,629 | $5.28M | 0.22% | +37,179+1,077.7% | Added |
| Hartford Investment Management Co | 40,202 | $5.22M | 0.16% | −637−1.6% | Reduced |
| Bleakley Financial Group, LLC | 40,001 | $5.20M | 0.12% | −917−2.2% | Reduced |
| Kingdon Capital Management, L.L.C. | 40,000 | $5.20M | 0.81% | +40,000 | New |
| Samjo Management, LLC | 39,995 | $5.20M | 1.99% | −1,050−2.6% | Reduced |
| Catalytic Wealth RIA, LLC | 39,777 | $5.17M | 0.17% | +22,382+128.7% | Added |
| Norinchukin Bank, The | 39,645 | $5.15M | 0.07% | +1,381+3.6% | Added |