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 |
|---|---|---|---|---|---|
| Hilltop Holdings Inc. | 5,071 | $659.0K | 0.03% | +37+0.7% | Added |
| Cobblestone Capital Advisors LLC | 5,063 | $657.9K | 0.03% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 5,052 | $656.5K | 0.02% | +152+3.1% | Added |
| Legacy Wealth Management, LLC | 5,048 | $656.0K | 0.20% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 5,030 | $653.6K | 0.04% | −20.0% | Reduced |
| Clarius Group, LLC | 5,004 | $650.3K | 0.04% | +226+4.7% | Added |
| Johnson Investment Counsel Inc | 4,997 | $649.3K | 0.01% | +692+16.1% | Added |
| NFC Investments, LLC | 4,940 | $642.0K | 0.19% | +4,940 | New |
| Crestwood Advisors Group LLC | 4,919 | $639.3K | 0.01% | +306+6.6% | Added |
| Cary Street Partners Financial LLC | 4,915 | $638.7K | 0.02% | −45−0.9% | Reduced |
| Edgemoor Investment Advisors, Inc. | 4,886 | $634.9K | 0.05% | −12−0.2% | Reduced |
| Penserra Capital Management LLC | 4,864 | $631.0K | 0.01% | +4,789+6,385.3% | Added |
| David Loasby | 5,047 | $629.5K | 0.05% | −46−0.9% | Reduced |
| Westpac Banking Corp | 4,798 | $623.5K | 0.04% | +532+12.5% | Added |
| Pines Wealth Management, LLC | 4,778 | $620.9K | 0.21% | −47−1.0% | Reduced |
| Conquis Financial LLC | 4,777 | $620.8K | 0.59% | +4,777 | New |
| Werba Rubin Papier Wealth Management | 4,720 | $613.4K | 0.10% | +4,720 | New |
| Qtron Investments LLC | 4,720 | $613.4K | 0.08% | −783−14.2% | Reduced |
| Oppenheimer Asset Management Inc. | 4,714 | $612.6K | 0.01% | +1,610+51.9% | Added |
| Duncker Streett & Co Inc | 4,700 | $610.8K | 0.11% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 4,700 | $610.8K | 0.19% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 4,697 | $610.4K | 0.06% | −339−6.7% | Reduced |
| Clearwater Capital Advisors, LLC | 4,659 | $605.4K | 0.05% | +22+0.5% | Added |
| Evelyn Partners Investment Management LLP | 4,640 | $603.0K | 0.02% | 00.0% | Unchanged |
| Camden Capital, LLC | 25,000 | $600.9K | 0.04% | +22,385+856.0% | Added |
| Cornerstone Wealth Management, LLC | 4,621 | $600.5K | 0.03% | +251+5.7% | Added |
| 10Elms LLP | 4,594 | $597.0K | 0.54% | 00.0% | Unchanged |
| First National Trust Co | 4,588 | $596.2K | 0.02% | +2,465+116.1% | Added |
| Joel Isaacson & Co., LLC | 4,570 | $593.9K | 0.02% | +3+0.1% | Added |
| Fundamentun, LLC | 4,545 | $590.7K | 0.02% | −23−0.5% | Reduced |
| ProVise Management Group, LLC | 4,539 | $589.8K | 0.04% | −300−6.2% | Reduced |
| Family Management Corp | 4,538 | $589.7K | 0.08% | 00.0% | Unchanged |
| Marex Group plc | 4,511 | $586.2K | 0.01% | +1,756+63.7% | Added |
| GTS Securities LLC | 4,464 | $580.1K | 0.02% | +1,892+73.6% | Added |
| Howard Capital Management Inc. | 4,448 | $578.0K | 0.01% | +138+3.2% | Added |
| Smartleaf Asset Management LLC | 4,290 | $577.0K | 0.04% | +1,660+63.1% | Added |
| Alpha Cubed Investments, LLC | 4,411 | $573.2K | 0.02% | −90−2.0% | Reduced |
| Fountainhead AM, LLC | 4,400 | $571.8K | 0.08% | −26−0.6% | Reduced |
| Virtue Capital Management, LLC | 54,342 | $571.7K | 0.13% | +50,671+1,380.3% | Added |
| Fox Run Management, L.L.C. | 4,385 | $569.8K | 0.09% | +4,385 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,373 | $568.1K | 0.02% | −300−6.4% | Reduced |
| Spirit of America Management Corp | 4,350 | $565.3K | 0.11% | +200+4.8% | Added |
| Genesis Private Wealth, LLC | 4,329 | $562.6K | 0.24% | −175−3.9% | Reduced |
| Kovack Advisors, Inc. | 4,303 | $559.2K | 0.05% | −48−1.1% | Reduced |
| Fort Sheridan Advisors LLC | 4,295 | $558.1K | 0.07% | +366+9.3% | Added |
| Cassaday & Co Wealth Management LLC | 4,291 | $557.6K | 0.01% | +20.0% | Added |
| Insigneo Advisory Services, LLC | 4,238 | $550.8K | 0.04% | −1,389−24.7% | Reduced |
| Prelude Capital Management, LLC | 4,231 | $549.8K | 0.04% | +2,295+118.5% | Added |
| Aaron Wealth Advisors | 4,213 | $547.5K | 0.03% | +207+5.2% | Added |
| Brighton Jones LLC | 4,212 | $547.4K | 0.01% | +1,178+38.8% | Added |
| Watershed Private Wealth LLC | 4,179 | $543.1K | 0.17% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4,143 | $538.4K | 0.01% | +43+1.0% | Added |
| Leavell Investment Management, Inc. | 4,074 | $529.4K | 0.02% | +417+11.4% | Added |
| Dynamic Technology Lab Private Ltd | 4,074 | $529.0K | 0.09% | +1,604+64.9% | Added |
| Sigma Planning Corp | 4,070 | $528.9K | 0.02% | −127−3.0% | Reduced |
| Johnson Financial Group, Inc. | 4,069 | $528.8K | 0.02% | +3,609+784.6% | Added |
| Hills Bank & Trust Co | 4,057 | $527.2K | 0.03% | +2,892+248.2% | Added |
| Kavar Capital Partners Group, LLC | 4,022 | $522.6K | 0.07% | 00.0% | Unchanged |
| Fjell Capital, LLC | 4,011 | $521.3K | 0.46% | −87−2.1% | Reduced |
| We Are One Seven, LLC | 4,003 | $520.2K | 0.01% | −3,259−44.9% | Reduced |
| Golden State Wealth Management, LLC | 4,002 | $520.0K | 0.06% | +3+0.1% | Added |
| one8zero8, LLC | 4,000 | $519.8K | 0.11% | −100−2.4% | Reduced |
| Wealth Preservation Advisors, LLC | 4,000 | $519.8K | 0.30% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 5,297 | $517.9K | 0.04% | +795+17.7% | Added |
| Paradigm Financial Partners, LLC | 3,980 | $517.2K | 0.05% | +3,980 | New |
| Parcion Private Wealth LLC | 3,976 | $516.7K | 0.03% | +51+1.3% | Added |
| Cadent Capital Advisors, LLC | 3,970 | $515.9K | 0.14% | +550+16.1% | Added |
| Oxford Financial Group Ltd | 3,913 | $508.5K | 0.03% | −41−1.0% | Reduced |
| Norden Group LLC | 3,907 | $507.8K | 0.05% | +1,230+45.9% | Added |
| Perennial Investment Advisors, LLC | 3,859 | $501.5K | 0.04% | +117+3.1% | Added |
| Resurgent Financial Advisors LLC | 3,853 | $500.7K | 0.25% | +122+3.3% | Added |
| Sunbelt Securities, Inc. | 3,849 | $500.2K | 0.03% | +316+8.9% | Added |
| Haverford Trust Co | 3,826 | $497.2K | 0.00% | −58−1.5% | Reduced |
| Hardin Capital Partners, LLC | 3,813 | $495.5K | 0.27% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 3,811 | $495.2K | 0.02% | +5+0.1% | Added |
| Total Clarity Wealth Management, Inc. | 3,810 | $495.1K | 0.13% | 00.0% | Unchanged |
| Ade, LLC | 3,805 | $494.5K | 0.25% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 3,800 | $493.8K | 0.07% | −50−1.3% | Reduced |
| TAGStone Capital, Inc. | 3,792 | $492.7K | 0.20% | +6+0.2% | Added |
| MGB Wealth Management, LLC | 3,765 | $491.8K | 0.14% | +2+0.1% | Added |
| FreeGulliver LLC | 3,779 | $491.1K | 0.22% | +420+12.5% | Added |
| Prospera Financial Services Inc | 3,772 | $490.4K | 0.01% | −60−1.6% | Reduced |
| Westerkirk Capital Inc. | 3,750 | $487.3K | 0.06% | +3,750 | New |
| Pacific Capital Partners Ltd | 3,750 | $487.3K | 0.54% | −6,250−62.5% | Reduced |
| Enclave Advisors LLC | 3,744 | $486.5K | 0.07% | +1,729+85.8% | Added |
| SCS Capital Management LLC | 3,741 | $486.1K | 0.01% | +277+8.0% | Added |
| Volterra Technologies LP | 3,740 | $486.0K | 0.32% | +3,740 | New |
| Silver Oak Securities, Inc | 3,731 | $484.8K | 0.04% | +3,731 | New |
| Register Financial Advisors LLC | 3,707 | $481.8K | 0.19% | +41+1.1% | Added |
| Mainstay Capital Management LLC | 3,672 | $477.2K | 0.05% | −2,922−44.3% | Reduced |
| First City Capital Management, Inc. | 3,671 | $477.0K | 0.26% | 00.0% | Unchanged |
| Shelton Capital Management | 3,668 | $476.7K | 0.01% | −67−1.8% | Reduced |
| Dana Investment Advisors, Inc. | 3,664 | $476.2K | 0.01% | 00.0% | Unchanged |
| Dakota Wealth Management | 3,622 | $470.6K | 0.01% | −9,281−71.9% | Reduced |
| Commerzbank Aktiengesellschaft | 3,598 | $468.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 3,596 | $467.3K | 0.05% | +30+0.8% | Added |
| Dudley Capital Management, LLC | 3,595 | $467.2K | 0.21% | +25+0.7% | Added |
| Apella Capital, LLC | 3,971 | $466.7K | 0.01% | +329+9.0% | Added |
| Brown Brothers Harriman & Co | 3,567 | $463.5K | 0.00% | +849+31.2% | Added |
| Cercano Management LLC | 3,560 | $462.6K | 0.02% | 00.0% | Unchanged |