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 |
|---|---|---|---|---|---|
| Meiji Yasuda Life Insurance Co | 7,967 | $1.04M | 0.03% | +3,600+82.4% | Added |
| Capital Counsel LLC | 7,936 | $1.03M | 0.04% | −415−5.0% | Reduced |
| Financial Engines Advisors L.L.C. | 7,925 | $1.03M | 0.00% | +391+5.2% | Added |
| VELA Investment Management, LLC | 7,880 | $1.02M | 0.30% | −480−5.7% | Reduced |
| First Bank & Trust | 7,866 | $1.02M | 0.17% | +141+1.8% | Added |
| Paradigm Asset Management Co LLC | 7,854 | $1.02M | 0.23% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 7,835 | $1.02M | 0.32% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 7,832 | $1.02M | 0.18% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 7,823 | $1.02M | 0.02% | −320−3.9% | Reduced |
| CWA Asset Management Group, LLC | 7,781 | $1.01M | 0.04% | −5,659−42.1% | Reduced |
| James J. Burns & Company, LLC | 7,775 | $1.01M | 0.15% | −25−0.3% | Reduced |
| Trust Asset Management LLC | 7,763 | $1.01M | 0.07% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 7,759 | $1.01M | 0.17% | +7,759 | New |
| Integrated Investment Consultants, LLC | 7,748 | $1.01M | 0.17% | −2,662−25.6% | Reduced |
| Gridiron Partners, LLC | 8,373 | $1.00M | 0.57% | +657+8.5% | Added |
| Fifth Third Wealth Advisors LLC | 7,708 | $1.00M | 0.04% | −37−0.5% | Reduced |
| Valeo Financial Advisors, LLC | 7,704 | $1.00M | 0.02% | −362−4.5% | Reduced |
| Dynamic Advisor Solutions LLC | 7,687 | $999.0K | 0.03% | −127−1.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 7,680 | $998.0K | 0.17% | +430+5.9% | Added |
| Ritholtz Wealth Management | 7,650 | $994.1K | 0.02% | +1,414+22.7% | Added |
| Private Advisory Group LLC | 7,646 | $993.6K | 0.09% | −1,198−13.5% | Reduced |
| Nalls Sherbakoff Group, LLC | 7,591 | $986.5K | 0.67% | 00.0% | Unchanged |
| United Bank | 7,515 | $976.6K | 0.34% | +1,738+30.1% | Added |
| Centaurus Financial, Inc. | 7,386 | $960.0K | 0.05% | −774−9.5% | Reduced |
| Transcend Wealth Collective, LLC | 7,380 | $959.1K | 0.07% | −37−0.5% | Reduced |
| Guidance Capital, Inc | 7,892 | $956.8K | 0.25% | +337+4.5% | Added |
| Sage Rhino Capital LLC | 7,275 | $945.4K | 0.18% | +12+0.2% | Added |
| Tower Trust & Investment Co | 7,240 | $940.8K | 0.63% | +6,240+624.0% | Added |
| Yorktown Management & Research Co Inc | 7,200 | $935.6K | 0.75% | 00.0% | Unchanged |
| Caption Management, LLC | 7,200 | $935.6K | 0.05% | +2,000+38.5% | Added |
| Silvant Capital Management LLC | 7,187 | $934.0K | 0.03% | −3,344−31.8% | Reduced |
| Visionary Wealth Advisors | 7,160 | $930.4K | 0.04% | −20−0.3% | Reduced |
| Abn Amro Investment Solutions | 7,139 | $927.7K | 0.02% | −3,019−29.7% | Reduced |
| Glenview Trust Co | 7,118 | $925.0K | 0.01% | +378+5.6% | Added |
| Coldstream Capital Management Inc | 7,062 | $917.7K | 0.01% | −220−3.0% | Reduced |
| Advisors Asset Management, Inc. | 7,024 | $912.8K | 0.02% | −10,193−59.2% | Reduced |
| Mosaic Financial Group, LLC | 7,000 | $910.0K | 0.65% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 7,002 | $909.9K | 0.04% | −12−0.2% | Reduced |
| Davenport & Co LLC | 6,927 | $900.1K | 0.00% | −619−8.2% | Reduced |
| Moors & Cabot, Inc. | 6,922 | $899.6K | 0.04% | −507−6.8% | Reduced |
| Allworth Financial LP | 6,831 | $887.7K | 0.00% | +416+6.5% | Added |
| Wedmont Private Capital | 7,053 | $879.7K | 0.03% | +795+12.7% | Added |
| Moloney Securities Asset Management, LLC | 6,727 | $874.2K | 0.10% | +10.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 6,657 | $865.0K | 0.07% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 6,194 | $864.1K | 0.02% | +6,194 | New |
| Old National Bancorp | 6,605 | $858.3K | 0.01% | 00.0% | Unchanged |
| Drake & Associates, LLC | 7,216 | $857.9K | 0.18% | +1,965+37.4% | Added |
| Cigna Investments Inc | 6,524 | $848.0K | 0.12% | −69−1.0% | Reduced |
| Mutual Advisors, LLC | 6,985 | $845.0K | 0.02% | −2,813−28.7% | Reduced |
| Douglas Lane & Associates, LLC | 6,481 | $842.2K | 0.01% | −463−6.7% | Reduced |
| TFB Advisors LLC | 6,671 | $840.4K | 0.24% | −36−0.5% | Reduced |
| Jupiter Asset Management Ltd | 6,331 | $822.7K | 0.01% | +6,331 | New |
| One Capital Management, LLC | 6,324 | $821.8K | 0.03% | −18−0.3% | Reduced |
| Fusion Capital, LLC | 6,944 | $821.6K | 0.24% | +1,008+17.0% | Added |
| GLOBALT Investments LLC | 6,310 | $820.0K | 0.03% | +2,972+89.0% | Added |
| Western Financial Corp | 6,301 | $818.8K | 0.36% | −49−0.8% | Reduced |
| Coastline Trust Co | 6,287 | $817.0K | 0.09% | −1,372−17.9% | Reduced |
| Arete Wealth Advisors, LLC | 6,279 | $816.0K | 0.05% | −251−3.8% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,274 | $815.3K | 0.17% | +10.0% | Added |
| Ameritas Investment Partners, Inc. | 6,253 | $812.6K | 0.02% | −178−2.8% | Reduced |
| Huntington National Bank | 6,243 | $811.3K | 0.00% | +1,090+21.2% | Added |
| MJP Associates Inc | 6,207 | $806.6K | 0.11% | −1,531−19.8% | Reduced |
| Red Door Wealth Management, LLC | 6,099 | $792.6K | 0.08% | −30.0% | Reduced |
| Umb Bank N A | 6,093 | $791.8K | 0.01% | −135−2.2% | Reduced |
| Premier Path Wealth Partners, LLC | 6,068 | $788.6K | 0.10% | −118−1.9% | Reduced |
| Firethorn Wealth Partners, LLC | 6,041 | $785.1K | 0.31% | +13+0.2% | Added |
| Trust Co of Toledo NA | 6,012 | $781.3K | 0.08% | +1,025+20.6% | Added |
| Spirepoint Private Client, LLC | 6,005 | $780.4K | 0.08% | 00.0% | Unchanged |
| XML Financial, LLC | 5,987 | $778.1K | 0.06% | +330+5.8% | Added |
| Baker Tilly Wealth Management, LLC | 5,893 | $765.8K | 0.17% | −40−0.7% | Reduced |
| Agf Management Ltd | 5,866 | $762.3K | 0.00% | −858,080−99.3% | Reduced |
| Mendel Capital Management LLC | 5,862 | $761.8K | 0.40% | +362+6.6% | Added |
| Guinness Asset Management LTD | 5,640 | $758.5K | 0.01% | +255+4.7% | Added |
| Intact Investment Management Inc. | 5,800 | $753.7K | 0.02% | +1,600+38.1% | Added |
| Welch & Forbes LLC | 5,781 | $751.2K | 0.01% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 6,361 | $748.3K | 0.03% | +1,698+36.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,699 | $740.6K | 0.03% | 00.0% | Unchanged |
| Fortress Wealth Group, LLC | 6,238 | $739.5K | 0.32% | +53+0.9% | Added |
| RiverFront Investment Group, LLC | 5,618 | $730.1K | 0.01% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 5,579 | $725.1K | 0.02% | −117−2.1% | Reduced |
| Sawgrass Asset Management LLC | 5,561 | $722.7K | 0.09% | +65+1.2% | Added |
| Vinva Investment Management Ltd | 5,357 | $720.4K | 0.01% | −5,703−51.6% | Reduced |
| Journey Strategic Wealth LLC | 5,512 | $716.3K | 0.02% | +150+2.8% | Added |
| Tradition Wealth Management, LLC | 5,507 | $715.6K | 0.05% | +34+0.6% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,503 | $715.1K | 0.03% | +1,417+34.7% | Added |
| Kirtland Hills Capital Management, LLC | 5,502 | $715.0K | 0.28% | +5,502 | New |
| Penobscot Investment Management Company, Inc. | 5,500 | $714.7K | 0.06% | 00.0% | Unchanged |
| Syon Capital LLC | 5,482 | $712.4K | 0.04% | +1,760+47.3% | Added |
| Diversified Trust Co | 5,480 | $712.1K | 0.01% | +272+5.2% | Added |
| National Asset Management, Inc. | 5,449 | $708.0K | 0.03% | −697−11.3% | Reduced |
| Ballentine Partners, LLC | 5,437 | $706.5K | 0.01% | −155−2.8% | Reduced |
| Gsa Capital Partners LLP | 5,425 | $705.0K | 0.06% | +5,425 | New |
| Dogwood Wealth Management LLC | 5,289 | $687.3K | 0.31% | −1,310−19.9% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,243 | $681.3K | 0.04% | +29+0.6% | Added |
| Gardner Lewis Asset Management L P | 5,210 | $677.0K | 0.18% | +5,210 | New |
| Samalin Investment Counsel, LLC | 5,190 | $674.4K | 0.23% | −120−2.3% | Reduced |
| Keel Point, LLC | 5,185 | $673.8K | 0.04% | −1,010−16.3% | Reduced |
| Polymer Capital Management (US) LLC | 5,180 | $673.1K | 0.09% | +5,180 | New |
| Principal Street Partners, LLC | 5,127 | $666.3K | 0.11% | −157−3.0% | Reduced |
| Foundations Investment Advisors, LLC | 5,107 | $663.7K | 0.01% | +2,727+114.6% | Added |