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, Q4 2025
Institutional positions in KKR & Co. Inc. as of Dec 31, 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
- 1,403
- +54 vs. Q3 2025
- Shares held
- 543.8M
- +15.3M (+2.9%) vs. Q3 2025
- Total value
- $69.3B
- +$592.2M (+0.9%) vs. Q3 2025
- New holders
- 189
- 513 more added
- Sold out
- 135
- 514 more reduced
28 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Andra AP-fonden | 19,100 | $2.43M | 0.03% | +19,100 | New |
| Osmosis Investment Management UK Ltd | 19,220 | $2.45M | 0.06% | +19,220 | New |
| Apollon Wealth Management, LLC | 19,243 | $2.45M | 0.04% | +821+4.5% | Added |
| Arkadios Wealth Advisors | 19,387 | $2.47M | 0.05% | −214−1.1% | Reduced |
| AIA Group Ltd | 19,670 | $2.51M | 0.04% | +19,670 | New |
| Concurrent Investment Advisors, LLC | 19,728 | $2.51M | 0.03% | +10,982+125.6% | Added |
| PenderFund Capital Management Ltd. | 19,740 | $2.52M | 0.40% | +9,500+92.8% | Added |
| Castleview Partners, LLC | 19,924 | $2.54M | 1.26% | +19,924 | New |
| Callan Family Office, LLC | 19,960 | $2.54M | 0.05% | +5,004+33.5% | Added |
| Venture Visionary Partners LLC | 20,040 | $2.55M | 0.08% | −1,495−6.9% | Reduced |
| MONECO Advisors, LLC | 20,097 | $2.56M | 0.20% | −4,445−18.1% | Reduced |
| Cove Private Wealth, LLC | 20,127 | $2.57M | 0.76% | −1,500−6.9% | Reduced |
| Capital Fund Management S.A. | 20,239 | $2.58M | 0.02% | +20,239 | New |
| Next Capital Management LLC | 20,273 | $2.58M | 0.83% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 20,381 | $2.60M | 0.10% | +9,447+86.4% | Added |
| Mission Wealth Management, LP | 20,567 | $2.62M | 0.05% | +110+0.5% | Added |
| MAI Capital Management | 20,622 | $2.63M | 0.02% | +54+0.3% | Added |
| Siemens Fonds Invest GmbH | 20,746 | $2.67M | 0.14% | −3,937−16.0% | Reduced |
| Southeast Asset Advisors Inc. | 20,997 | $2.68M | 0.25% | −1,850−8.1% | Reduced |
| Benjamin Edwards Inc | 21,777 | $2.78M | 0.03% | +3,480+19.0% | Added |
| Capital Analysts, LLC | 21,865 | $2.79M | 0.08% | −131−0.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 21,930 | $2.80M | 0.03% | +65+0.3% | Added |
| Castle Hook Partners LP | 22,303 | $2.84M | 0.04% | +22,303 | New |
| Prime Capital Investment Advisors, LLC | 22,745 | $2.90M | 0.04% | −5,970−20.8% | Reduced |
| Summit Trail Advisors, LLC | 23,095 | $2.94M | 0.05% | −1,671−6.7% | Reduced |
| North Dakota State Investment Board | 23,251 | $2.96M | 0.11% | +23,251 | New |
| TCG Advisory Services, LLC | 24,056 | $3.07M | 0.08% | −66−0.3% | Reduced |
| NewEdge Wealth, LLC | 24,382 | $3.11M | 0.04% | +3,811+18.5% | Added |
| Omers Administration Corp | 24,393 | $3.11M | 0.02% | 00.0% | Unchanged |
| Barr E S & Co | 24,425 | $3.11M | 0.16% | −800−3.2% | Reduced |
| First Interstate Bank | 24,502 | $3.12M | 0.17% | −221−0.9% | Reduced |
| Third View Private Wealth, LLC | 24,523 | $3.13M | 0.42% | +24,523 | New |
| Davidson Kahn Capital Management, LLC | 24,641 | $3.14M | 1.63% | +934+3.9% | Added |
| Havemeyer Place LP | 24,660 | $3.14M | 0.62% | +24,660 | New |
| Tower Research Capital LLC (TRC) | 24,695 | $3.15M | 0.08% | +5,357+27.7% | Added |
| AG2R la Mondiale Gestion D'Actifs | 24,774 | $3.16M | 0.14% | +1,456+6.2% | Added |
| Louisbourg Investments Inc. | 31,575 | $3.17M | 0.63% | +6,218+24.5% | Added |
| Equitable Trust Co | 25,059 | $3.19M | 0.14% | +596+2.4% | Added |
| Fifth Third Bancorp | 25,163 | $3.21M | 0.01% | −3,229−11.4% | Reduced |
| Merit Financial Group, LLC | 25,209 | $3.21M | 0.03% | −7,487−22.9% | Reduced |
| Advisors Preferred, LLC | 25,000 | $3.22M | 0.53% | +1,500+6.4% | Added |
| Sanibel Captiva Trust Company, Inc. | 25,287 | $3.22M | 0.09% | +4,556+22.0% | Added |
| Cacti Asset Management LLC | 25,050 | $3.24M | 0.20% | −8,230−24.7% | Reduced |
| Ingalls & Snyder LLC | 25,460 | $3.25M | 0.12% | −50−0.2% | Reduced |
| Fortitude Family Office, LLC | 25,589 | $3.26M | 0.76% | +29+0.1% | Added |
| Basswood Capital Management, L.L.C. | 25,666 | $3.27M | 0.14% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 25,715 | $3.28M | 0.11% | +773+3.1% | Added |
| Metis Global Partners, LLC | 25,962 | $3.31M | 0.08% | −1,276−4.7% | Reduced |
| Cumberland Partners Ltd | 25,998 | $3.31M | 0.20% | +207+0.8% | Added |
| Boothbay Fund Management, LLC | 26,103 | $3.33M | 0.09% | +3,049+13.2% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 26,120 | $3.33M | 0.01% | +3,734+16.7% | Added |
| J.W. Cole Advisors, Inc. | 26,570 | $3.37M | 0.08% | +194+0.7% | Added |
| Alps Advisors Inc | 26,540 | $3.38M | 0.02% | −3,850−12.7% | Reduced |
| Accuvest Global Advisors | 26,604 | $3.39M | 2.50% | −8,848−25.0% | Reduced |
| Sequoia Financial Advisors, LLC | 27,085 | $3.45M | 0.02% | +2,674+11.0% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 27,111 | $3.46M | 0.02% | +7,499+38.2% | Added |
| Mycio Wealth Partners, LLC | 27,650 | $3.52M | 0.73% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 27,696 | $3.53M | 0.10% | +2,099+8.2% | Added |
| Cooper Investors Pty Ltd | 27,703 | $3.53M | 1.17% | +27,703 | New |
| Curbstone Financial Management Corp | 28,088 | $3.58M | 0.69% | −1,030−3.5% | Reduced |
| MUFG Securities EMEA plc | 28,133 | $3.59M | 0.04% | +15,002+114.2% | Added |
| Bleakley Financial Group, LLC | 28,261 | $3.60M | 0.06% | −11,740−29.3% | Reduced |
| M&T Bank Corp | 28,542 | $3.64M | 0.01% | +10,939+62.1% | Added |
| Blair William & Co | 28,783 | $3.67M | 0.01% | −2,004−6.5% | Reduced |
| Integrated Advisors Network LLC | 28,963 | $3.69M | 0.16% | −21,630−42.8% | Reduced |
| Park Avenue Securities LLC | 29,006 | $3.70M | 0.03% | +1,655+6.1% | Added |
| Pensionmark Financial Group, LLC | 29,392 | $3.75M | 0.06% | +6,089+26.1% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 29,416 | $3.75M | 0.10% | −4,330−12.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 29,677 | $3.78M | 0.08% | −1,765−5.6% | Reduced |
| Farther Finance Advisors, LLC | 29,714 | $3.79M | 0.04% | +3,877+15.0% | Added |
| Vontobel Holding Ltd. | 29,981 | $3.82M | 0.01% | −21,842−42.1% | Reduced |
| Guardian Wealth Management, Inc. | 30,060 | $3.83M | 2.25% | −1,181−3.8% | Reduced |
| Vestcor Inc | 30,268 | $3.86M | 0.11% | +12,900+74.3% | Added |
| Lazard Asset Management LLC | 30,286 | $3.86M | 0.01% | +11,478+61.0% | Added |
| JustInvest LLC | 30,309 | $3.86M | 0.04% | +10,109+50.0% | Added |
| Atria Investments LLC | 30,757 | $3.92M | 0.04% | +4,123+15.5% | Added |
| ASR Vermogensbeheer N.V. | 30,936 | $3.94M | 0.05% | −2,014−6.1% | Reduced |
| Citizens Financial Group Inc | 31,119 | $3.97M | 0.05% | −945−2.9% | Reduced |
| Gulf International Bank (UK) Ltd | 31,373 | $4.00M | 0.13% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 31,434 | $4.01M | 0.28% | −19−0.1% | Reduced |
| Leonteq Securities AG | 31,536 | $4.02M | 0.22% | +10,040+46.7% | Added |
| Empowered Funds, LLC | 31,537 | $4.02M | 0.07% | −399−1.2% | Reduced |
| Principal Securities, Inc. | 31,696 | $4.04M | 0.06% | +1,996+6.7% | Added |
| ING Groep NV | 31,749 | $4.05M | 0.02% | −588−1.8% | Reduced |
| Gillson Capital LP | 31,800 | $4.05M | 0.27% | +31,800 | New |
| New Mexico Educational Retirement Board | 32,100 | $4.09M | 0.12% | +1,500+4.9% | Added |
| Parallax Volatility Advisers, L.P. | 32,689 | $4.17M | 0.13% | +22,880+233.3% | Added |
| Bearing Point Capital, LLC | 32,711 | $4.17M | 0.65% | −1,800−5.2% | Reduced |
| First Trust Advisors LP | 33,013 | $4.21M | 0.00% | −22,809−40.9% | Reduced |
| Catalytic Wealth RIA, LLC | 33,384 | $4.26M | 0.16% | −6,393−16.1% | Reduced |
| Maryland State Retirement & Pension System | 33,673 | $4.29M | 0.09% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 33,940 | $4.33M | 0.06% | +5,005+17.3% | Added |
| Infrastructure Capital Advisors, LLC | 33,946 | $4.33M | 0.48% | +9,602+39.4% | Added |
| XTX Topco Ltd | 34,434 | $4.39M | 0.12% | +8,180+31.2% | Added |
| TD Private Client Wealth LLC | 34,448 | $4.39M | 0.09% | −11,322−24.7% | Reduced |
| Toroso Investments, LLC | 34,497 | $4.40M | 0.02% | −7,907−18.6% | Reduced |
| Hancock Whitney Corp | 35,032 | $4.47M | 0.08% | +1,376+4.1% | Added |
| Louisiana State Employees Retirement System | 35,100 | $4.47M | 0.08% | −900−2.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 35,465 | $4.52M | 0.55% | −427−1.2% | Reduced |
| Northside Capital Management, LLC | 35,856 | $4.57M | 0.40% | +113+0.3% | Added |