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 |
|---|---|---|---|---|---|
| Runnymede Capital Advisors, Inc. | 12,968 | $1.69M | 1.39% | +100+0.8% | Added |
| Greenline Partners, LLC | 12,783 | $1.66M | 0.20% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 12,612 | $1.64M | 0.01% | +2,398+23.5% | Added |
| Level Four Advisory Services, LLC | 12,555 | $1.63M | 0.06% | −17−0.1% | Reduced |
| Chemistry Wealth Management LLC | 12,242 | $1.59M | 0.31% | +30.0% | Added |
| WESPAC Advisors SoCal, LLC | 12,225 | $1.59M | 0.32% | +2,119+21.0% | Added |
| TownSquare Capital, LLC | 12,225 | $1.59M | 0.24% | +3,978+48.2% | Added |
| Cinctive Capital Management LP | 12,126 | $1.58M | 0.08% | −32,165−72.6% | Reduced |
| Avalon Trust Co | 11,909 | $1.55M | 0.10% | +99+0.8% | Added |
| DRW Securities, LLC | 11,780 | $1.54M | 0.08% | +4,382+59.2% | Added |
| Richard Bernstein Advisors LLC | 11,805 | $1.53M | 0.04% | −16,246−57.9% | Reduced |
| Banque Transatlantique SA | 12,000 | $1.53M | 0.04% | −8,000−40.0% | Reduced |
| Meketa Investment Group Inc | 11,521 | $1.50M | 4.91% | −644−5.3% | Reduced |
| RFG Advisory, LLC | 11,428 | $1.49M | 0.03% | −108−0.9% | Reduced |
| AlTi Global, Inc. | 11,375 | $1.48M | 0.03% | +22+0.2% | Added |
| Icapital Wealth LLC | 11,305 | $1.47M | 0.81% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 11,223 | $1.46M | 0.03% | +106+1.0% | Added |
| Spire Wealth Management | 11,137 | $1.45M | 0.05% | +57+0.5% | Added |
| Moody National Bank Trust Division | 11,136 | $1.45M | 0.12% | −2,320−17.2% | Reduced |
| Westover Capital Advisors, LLC | 11,130 | $1.45M | 0.27% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 11,067 | $1.44M | 0.31% | +139+1.3% | Added |
| Trueblood Wealth Management, LLC | 10,976 | $1.43M | 0.56% | +10+0.1% | Added |
| Forum Financial Management, LP | 10,953 | $1.42M | 0.02% | +955+9.6% | Added |
| GM Advisory Group, Inc. | 10,934 | $1.42M | 0.06% | +1,373+14.4% | Added |
| Riverpark Capital Management LLC | 10,915 | $1.42M | 2.56% | −1,369−11.1% | Reduced |
| Guardian Investment Management | 10,875 | $1.41M | 1.23% | −1,350−11.0% | Reduced |
| Steadtrust LLC | 10,800 | $1.40M | 0.95% | 00.0% | Unchanged |
| Waterway Wealth Management, LLC | 10,788 | $1.40M | 0.33% | +3,258+43.3% | Added |
| VCI Wealth Management LLC | 10,782 | $1.40M | 0.42% | +10,782 | New |
| Segment Wealth Management, LLC | 10,779 | $1.40M | 0.08% | −1,516−12.3% | Reduced |
| Tema ETFs LLC | 10,738 | $1.40M | 0.12% | +10,738 | New |
| Institute for Wealth Management, LLC. | 10,736 | $1.40M | 0.15% | −167−1.5% | Reduced |
| Wernau Asset Management Inc. | 10,646 | $1.38M | 1.43% | −50.0% | Reduced |
| Resources Investment Advisors, LLC. | 10,571 | $1.37M | 0.01% | −4,667−30.6% | Reduced |
| Western Wealth Management, LLC | 10,564 | $1.37M | 0.07% | +48+0.5% | Added |
| Duncan Williams Asset Management, LLC | 10,507 | $1.37M | 0.38% | −2,335−18.2% | Reduced |
| Hunting Hill Global Capital, LLC | 10,471 | $1.36M | 0.51% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 10,467 | $1.36M | 0.06% | +10,467 | New |
| Atomi Financial Group, Inc. | 10,432 | $1.36M | 0.04% | +548+5.5% | Added |
| Stevens Capital Management LP | 10,428 | $1.35M | 0.18% | +10,428 | New |
| Snowden Capital Advisors LLC | 10,381 | $1.35M | 0.04% | +826+8.6% | Added |
| Kestra Private Wealth Services, LLC | 10,321 | $1.34M | 0.02% | +1,187+13.0% | Added |
| PenderFund Capital Management Ltd. | 10,240 | $1.33M | 0.22% | −4,480−30.4% | Reduced |
| Capital International Ltd | 10,149 | $1.32M | 0.05% | −13,258−56.6% | Reduced |
| Meeder Advisory Services, Inc. | 10,137 | $1.32M | 0.06% | +349+3.6% | Added |
| CWM, LLC | 10,129 | $1.32M | 0.00% | +431+4.4% | Added |
| Clear Harbor Asset Management, LLC | 10,125 | $1.32M | 0.09% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 10,111 | $1.31M | 0.05% | +174+1.8% | Added |
| Itau Unibanco Holding S.A. | 10,078 | $1.31M | 0.04% | −5,521−35.4% | Reduced |
| SRS Capital Advisors, Inc. | 10,005 | $1.30M | 0.02% | +7,403+284.5% | Added |
| Quadrant Capital Group LLC | 9,992 | $1.30M | 0.04% | +166+1.7% | Added |
| IHT Wealth Management, LLC | 9,950 | $1.29M | 0.03% | −2,863−22.3% | Reduced |
| Global Retirement Partners, LLC | 9,927 | $1.29M | 0.03% | −358−3.5% | Reduced |
| Everence Capital Management Inc | 9,912 | $1.29M | 0.08% | −2,748−21.7% | Reduced |
| Northeast Investment Management | 9,829 | $1.28M | 0.05% | −1,004−9.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 9,809 | $1.27M | 0.04% | +9,809 | New |
| Islay Capital Management, LLC | 9,774 | $1.27M | 0.73% | +2,988+44.0% | Added |
| RW Investment Management LLC | 9,762 | $1.27M | 0.13% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 9,614 | $1.25M | 0.23% | +9,614 | New |
| Raiffeisen Bank International AG | 9,223 | $1.24M | 0.02% | +3,743+68.3% | Added |
| Golden State Equity Partners | 9,514 | $1.24M | 0.21% | −519−5.2% | Reduced |
| Gilbert & Cook, Inc. | 9,493 | $1.23M | 0.16% | −147−1.5% | Reduced |
| CenterBook Partners LP | 9,437 | $1.23M | 0.06% | −550−5.5% | Reduced |
| Profund Advisors LLC | 9,387 | $1.22M | 0.04% | +961+11.4% | Added |
| Beaumont Financial Advisors, LLC | 9,383 | $1.22M | 0.08% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 9,374 | $1.22M | 0.42% | +9,374 | New |
| Aries Wealth Management | 9,364 | $1.22M | 0.29% | −40−0.4% | Reduced |
| Portfolio Design Labs, LLC | 9,129 | $1.19M | 0.20% | +9,129 | New |
| Zions Bancorporation, National Association | 9,112 | $1.18M | 0.06% | +136+1.5% | Added |
| Denali Advisors LLC | 9,010 | $1.17M | 0.13% | −5,759−39.0% | Reduced |
| E&G Advisors, LP | 8,982 | $1.17M | 0.27% | +62+0.7% | Added |
| Glenmede Investment Management, LP | 8,969 | $1.17M | 0.01% | +245+2.8% | Added |
| StoneX Group Inc. | 8,969 | $1.17M | 0.05% | +99+1.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 8,966 | $1.17M | 0.20% | +425+5.0% | Added |
| Groupama Asset Managment | 8,958 | $1.16M | 0.02% | +6,738+303.5% | Added |
| Sterling Capital Management LLC | 8,931 | $1.16M | 0.02% | −1,107−11.0% | Reduced |
| Ieq Capital, LLC | 8,923 | $1.16M | 0.00% | −748−7.7% | Reduced |
| Kraematon Investment Advisors, Inc | 8,833 | $1.15M | 0.98% | +212+2.5% | Added |
| Vestmark Advisory Solutions, Inc. | 8,815 | $1.15M | 0.02% | −449−4.8% | Reduced |
| Voleon Capital Management LP | 8,783 | $1.14M | 0.03% | +3,993+83.4% | Added |
| Concurrent Investment Advisors, LLC | 8,746 | $1.14M | 0.02% | +2,332+36.4% | Added |
| Ethic Inc. | 8,693 | $1.13M | 0.02% | +1,615+22.8% | Added |
| Signaturefd, LLC | 8,669 | $1.13M | 0.02% | +440+5.3% | Added |
| Consilium Wealth Advisory, LLC | 8,668 | $1.13M | 0.43% | −633−6.8% | Reduced |
| Jump Financial, LLC | 8,656 | $1.12M | 0.01% | +8,656 | New |
| Fiduciary Group LLC | 8,600 | $1.12M | 0.10% | 00.0% | Unchanged |
| Advisor OS, LLC | 8,597 | $1.12M | 0.10% | −1,717−16.6% | Reduced |
| NorthRock Partners, LLC | 8,591 | $1.12M | 0.02% | +3,875+82.2% | Added |
| Darwin Advisors, LLC | 8,571 | $1.11M | 0.35% | −227−2.6% | Reduced |
| HighPoint Advisor Group LLC | 8,567 | $1.11M | 0.05% | −29−0.3% | Reduced |
| Jaffetilchin Investment Partners, LLC | 8,464 | $1.10M | 0.07% | +447+5.6% | Added |
| Oxford Asset Management LLP | 8,382 | $1.09M | 0.36% | +8,382 | New |
| Smith Shellnut Wilson LLC | 8,364 | $1.09M | 0.42% | −179−2.1% | Reduced |
| Greenleaf Trust | 8,307 | $1.08M | 0.01% | +1,574+23.4% | Added |
| Uniting Wealth Partners, LLC | 8,300 | $1.08M | 0.25% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 8,282 | $1.08M | 0.01% | −157−1.9% | Reduced |
| Canandaigua National Bank & Trust Co | 8,261 | $1.07M | 0.09% | +19+0.2% | Added |
| Robertson Stephens Wealth Management, LLC | 8,221 | $1.07M | 0.03% | −139−1.7% | Reduced |
| Central Pacific Bank - Trust Division | 8,139 | $1.06M | 0.13% | −91−1.1% | Reduced |
| Central Trust Co | 8,108 | $1.05M | 0.02% | +6,903+572.9% | Added |