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 |
|---|---|---|---|---|---|
| Sageworth Trust Co | 22,245 | $2.89M | 0.13% | +22,245 | New |
| Capital Analysts, LLC | 21,996 | $2.86M | 0.08% | +20+0.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 21,865 | $2.84M | 0.04% | +273+1.3% | Added |
| Independent Financial Group, LLC | 21,832 | $2.84M | 0.07% | +3,880+21.6% | Added |
| Bokf, NA | 21,666 | $2.82M | 0.04% | +619+2.9% | Added |
| Cove Private Wealth, LLC | 21,627 | $2.81M | 0.89% | −61−0.3% | Reduced |
| Venture Visionary Partners LLC | 21,535 | $2.80M | 0.10% | +5,743+36.4% | Added |
| Leonteq Securities AG | 21,496 | $2.79M | 0.15% | +5,696+36.1% | Added |
| Wedbush Securities Inc | 21,079 | $2.74M | 0.09% | +1,236+6.2% | Added |
| Sanibel Captiva Trust Company, Inc. | 20,731 | $2.69M | 0.08% | +2,877+16.1% | Added |
| Intech Investment Management LLC | 20,699 | $2.69M | 0.02% | +9,335+82.1% | Added |
| MAI Capital Management | 20,568 | $2.67M | 0.02% | +710+3.6% | Added |
| Mission Wealth Management, LP | 20,457 | $2.66M | 0.05% | −71−0.3% | Reduced |
| Next Capital Management LLC | 20,273 | $2.63M | 0.88% | 00.0% | Unchanged |
| JustInvest LLC | 20,200 | $2.63M | 0.03% | +1,203+6.3% | Added |
| CIBC Private Wealth Group, LLC | 20,162 | $2.62M | 0.00% | +848+4.4% | Added |
| Waratah Capital Advisors Ltd. | 20,000 | $2.60M | 0.18% | −47,179−70.2% | Reduced |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 20,000 | $2.60M | 0.13% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 19,889 | $2.58M | 0.39% | +80.0% | Added |
| Longfellow Investment Management Co LLC | 19,882 | $2.58M | 0.61% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 19,612 | $2.55M | 0.02% | +6,796+53.0% | Added |
| Arkadios Wealth Advisors | 19,601 | $2.55M | 0.06% | +1,271+6.9% | Added |
| Louisbourg Investments Inc. | 25,357 | $2.54M | 0.55% | −2,875−10.2% | Reduced |
| Tower Research Capital LLC (TRC) | 19,338 | $2.51M | 0.07% | −5,952−23.5% | Reduced |
| Lee Danner & Bass Inc | 19,071 | $2.48M | 0.18% | −800−4.0% | Reduced |
| Daymark Wealth Partners, LLC | 19,033 | $2.47M | 0.08% | +1,016+5.6% | Added |
| Parallel Advisors, LLC | 18,972 | $2.47M | 0.05% | +1,806+10.5% | Added |
| Sierra Capital LLC | 18,923 | $2.46M | 0.27% | −3,567−15.9% | Reduced |
| Checchi Capital Advisers, LLC | 18,850 | $2.45M | 0.17% | −154−0.8% | Reduced |
| NewEdge Wealth, LLC | 20,571 | $2.45M | 0.04% | +481+2.4% | Added |
| Lazard Asset Management LLC | 18,808 | $2.44M | 0.00% | +481+2.6% | Added |
| Connable Office Inc | 18,515 | $2.41M | 0.22% | −127−0.7% | Reduced |
| MUFG Securities Americas Inc. | 18,500 | $2.40M | 0.16% | +3,499+23.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 18,498 | $2.40M | 0.07% | −527−2.8% | Reduced |
| Apollon Wealth Management, LLC | 18,422 | $2.39M | 0.04% | −463−2.5% | Reduced |
| RDA Financial Network | 18,396 | $2.39M | 0.59% | +1,665+10.0% | Added |
| Benjamin Edwards Inc | 18,297 | $2.38M | 0.03% | +9,610+110.6% | Added |
| Sava Infond d.o.o. | 18,045 | $2.34M | 0.33% | 00.0% | Unchanged |
| Ar Asset Management Inc | 18,000 | $2.34M | 0.49% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 17,847 | $2.32M | 0.15% | −473−2.6% | Reduced |
| Independent Advisor Alliance | 17,821 | $2.32M | 0.06% | +910+5.4% | Added |
| Bryn Mawr Trust Co | 17,658 | $2.29M | 0.06% | −7,933−31.0% | Reduced |
| M&T Bank Corp | 17,603 | $2.29M | 0.01% | −10,433−37.2% | Reduced |
| Franklin Street Advisors Inc | 17,547 | $2.28M | 0.13% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 17,527 | $2.28M | 0.40% | +17,527 | New |
| Alerus Financial NA | 17,474 | $2.27M | 0.12% | −1,200−6.4% | Reduced |
| Cross Staff Investments Inc | 17,468 | $2.27M | 1.58% | +11+0.1% | Added |
| Vestcor Inc | 17,368 | $2.26M | 0.07% | +4,223+32.1% | Added |
| Guggenheim Capital LLC | 17,185 | $2.23M | 0.02% | +140+0.8% | Added |
| LB Partners LLC | 17,100 | $2.22M | 1.43% | 00.0% | Unchanged |
| Financial Management Network Inc | 17,425 | $2.21M | 0.36% | −2,437−12.3% | Reduced |
| Clearstead Advisors, LLC | 16,819 | $2.19M | 0.03% | +165+1.0% | Added |
| Equitable Holdings, Inc. | 16,655 | $2.16M | 0.02% | −1,319−7.3% | Reduced |
| Harbor Capital Advisors, Inc. | 16,512 | $2.15M | 0.17% | +71+0.4% | Added |
| Iridian Asset Management LLC | 16,405 | $2.13M | 0.84% | −1,880−10.3% | Reduced |
| RiverPark Advisors, LLC | 16,235 | $2.11M | 0.91% | −43−0.3% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 16,227 | $2.11M | 0.10% | +844+5.5% | Added |
| Lynx Capital Group Ltd | 16,071 | $2.09M | 0.97% | −36−0.2% | Reduced |
| Private Advisor Group, LLC | 16,048 | $2.09M | 0.01% | −102−0.6% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 16,000 | $2.08M | 0.33% | −400−2.4% | Reduced |
| Zhang Financial LLC | 15,955 | $2.07M | 0.08% | +215+1.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 15,888 | $2.06M | 0.01% | −2,236−12.3% | Reduced |
| Lansing Street Advisors | 15,800 | $2.05M | 0.54% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 15,738 | $2.05M | 0.52% | +15,738 | New |
| Group One Trading, L.P. | 15,525 | $2.02M | 0.06% | −65,575−80.9% | Reduced |
| Allianz SE | 15,310 | $1.99M | 0.04% | +6,350+70.9% | Added |
| BNP Paribas | 15,296 | $1.99M | 0.06% | +5,134+50.5% | Added |
| Ascent Group, LLC | 15,192 | $1.97M | 0.07% | +12,738+519.1% | Added |
| Union Bancaire Privee, UBP SA | 15,162 | $1.96M | 0.04% | +10,718+241.2% | Added |
| Fidelis Capital Partners, LLC | 14,979 | $1.95M | 0.15% | +6,073+68.2% | Added |
| Essex Financial Services, Inc. | 14,972 | $1.95M | 0.12% | −50−0.3% | Reduced |
| Callan Family Office, LLC | 14,956 | $1.94M | 0.06% | −3,028−16.8% | Reduced |
| GAMMA Investing LLC | 14,927 | $1.94M | 0.11% | +2,019+15.6% | Added |
| Yelin Lapidot Holdings Management Ltd. | 14,827 | $1.93M | 0.40% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 14,791 | $1.92M | 0.03% | −171−1.1% | Reduced |
| IFC Advisors LLC | 14,761 | $1.92M | 0.35% | −88−0.6% | Reduced |
| Bradley Foster & Sargent Inc | 14,595 | $1.90M | 0.03% | −1,251−7.9% | Reduced |
| Teton Advisors, LLC | 14,500 | $1.88M | 1.16% | +14,500 | New |
| Commerce Bank | 14,345 | $1.86M | 0.01% | +1,001+7.5% | Added |
| Horizon Investments, LLC | 14,322 | $1.86M | 0.02% | +1,426+11.1% | Added |
| Oak Thistle LLC | 14,268 | $1.85M | 0.28% | +14,268 | New |
| Cushing Capital Partners, LLC | 14,235 | $1.85M | 1.45% | −531−3.6% | Reduced |
| Graham Capital Management, L.P. | 14,109 | $1.83M | 0.07% | +14,109 | New |
| Canada Post Corp Registered Pension Plan | 13,540 | $1.82M | 0.08% | +2,320+20.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,000 | $1.81M | 0.02% | 00.0% | Unchanged |
| Choate Investment Advisors | 13,961 | $1.81M | 0.04% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 13,375 | $1.80M | 0.04% | +730+5.8% | Added |
| TFR Capital, LLC. | 13,800 | $1.79M | 0.60% | +229+1.7% | Added |
| Walter & Keenan Financial Consulting Co | 13,775 | $1.79M | 0.50% | +463+3.5% | Added |
| Advisory Services Network, LLC | 13,766 | $1.79M | 0.03% | −4,713−25.5% | Reduced |
| Grange Capital, LLC | 13,703 | $1.78M | 1.72% | −37−0.3% | Reduced |
| Fulton Bank, N.A. | 13,645 | $1.77M | 0.06% | +138+1.0% | Added |
| First National Bank Sioux Falls | 13,637 | $1.77M | 0.55% | −37−0.3% | Reduced |
| Man Group plc | 13,407 | $1.74M | 0.00% | +11,400+568.0% | Added |
| HBK Sorce Advisory LLC | 13,944 | $1.74M | 0.04% | +30+0.2% | Added |
| United Asset Strategies, Inc. | 13,183 | $1.71M | 0.14% | −891−6.3% | Reduced |
| MUFG Securities EMEA plc | 13,131 | $1.71M | 0.04% | +11,131+556.6% | Added |
| Stratos Wealth Partners, LTD. | 13,098 | $1.70M | 0.02% | +9,113+228.7% | Added |
| Wetherby Asset Management Inc | 13,094 | $1.70M | 0.07% | +118+0.9% | Added |
| Winslow Capital Management, LLC | 13,084 | $1.70M | 0.01% | +6,845+109.7% | Added |