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 |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 81 | $10.3K | 0.00% | −7−8.0% | Reduced |
| FSA Advisors, Inc. | 10,060 | $10.3K | 0.01% | +10,060 | New |
| High Note Wealth, LLC | 82 | $10.5K | 0.00% | +6+7.9% | Added |
| Princeton Global Asset Management LLC | 85 | $10.8K | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 86 | $11.0K | 0.01% | +86 | New |
| Sachetta, LLC | 89 | $11.3K | 0.01% | −197−68.9% | Reduced |
| Murphy & Mullick Capital Management Corp | 89 | $11.3K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 91 | $12.0K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 95 | $12.1K | 0.01% | +95 | New |
| Innovative Advisory Group, LLC | 100 | $12.7K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 101 | $12.9K | 0.00% | +101 | New |
| Basecamp Wealth Advisors LLC | 106 | $13.5K | 0.00% | +106 | New |
| Kilter Group LLC | 107 | $13.6K | 0.01% | +54+101.9% | Added |
| Laurion Capital Management LP | 109 | $13.9K | 0.00% | −51,453−99.8% | Reduced |
| Creative Financial Designs Inc | 109 | $13.9K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 113 | $14.4K | 0.00% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 125 | $15.0K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 119 | $15.2K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 119 | $15.2K | 0.00% | +27+29.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 122 | $15.6K | 0.00% | +110+916.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 130 | $16.6K | 0.00% | 00.0% | Unchanged |
| Estate Planners Group, LLC | 135 | $17.2K | 0.01% | +135 | New |
| Elequin Capital LP | 144 | $18.4K | 0.00% | +144 | New |
| Howard Hughes Medical Institute | 147 | $18.7K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 147 | $18.7K | 0.00% | +44+42.7% | Added |
| Activest Wealth Management | 148 | $18.9K | 0.00% | +26+21.3% | Added |
| Meeder Asset Management Inc | 154 | $19.6K | 0.00% | −7−4.3% | Reduced |
| Penserra Capital Management LLC | 159 | $20.0K | 0.00% | −4,705−96.7% | Reduced |
| Financial Management Professionals, Inc. | 159 | $20.3K | 0.00% | −17−9.7% | Reduced |
| Crewe Advisors LLC | 161 | $20.6K | 0.00% | +8+5.2% | Added |
| Highline Wealth Partners LLC | 164 | $20.9K | 0.01% | −17−9.4% | Reduced |
| Abound Wealth Management | 171 | $21.8K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 180 | $23.0K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 185 | $23.6K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 186 | $23.7K | 0.00% | +53+39.8% | Added |
| Hollencrest Capital Management | 190 | $24.2K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 194 | $24.7K | 0.00% | −1,462−88.3% | Reduced |
| Pinnacle Bancorp, Inc. | 198 | $25.2K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 199 | $25.4K | 0.00% | −146−42.3% | Reduced |
| Concord Wealth Partners | 200 | $25.5K | 0.00% | −199−49.9% | Reduced |
| ESL Trust Services, LLC | 200 | $25.5K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 204 | $26.0K | 0.00% | 00.0% | Unchanged |
| GGM Financials LLC | 206 | $26.2K | 0.01% | +1+0.5% | Added |
| Washington Trust Advisors, Inc. | 208 | $26.5K | 0.00% | +208 | New |
| Elyxium Wealth, LLC | 215 | $27.4K | 0.01% | +215 | New |
| South State Corp. | 228 | $29.1K | 0.00% | +148+185.0% | Added |
| Garton & Associates Financial Advisors LLC | 230 | $29.3K | 0.02% | +230 | New |
| Armstrong Advisory Group, Inc | 232 | $29.6K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 243 | $31.0K | 0.00% | +243 | New |
| MV Capital Management, Inc. | 245 | $31.2K | 0.00% | −5−2.0% | Reduced |
| Kemnay Advisory Services Inc. | 272 | $34.7K | 0.01% | +272 | New |
| DiNuzzo Private Wealth, Inc. | 275 | $35.1K | 0.00% | −1−0.4% | Reduced |
| Atlantic Union Bankshares Corp | 283 | $36.1K | 0.00% | +31+12.3% | Added |
| RMG Wealth Management LLC | 288 | $36.2K | 0.00% | −440−60.4% | Reduced |
| Western Pacific Wealth Management, LP | 287 | $36.6K | 0.04% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 288 | $36.7K | 0.02% | 00.0% | Unchanged |
| First United Bank Trust | 299 | $38.1K | 0.01% | −250−45.5% | Reduced |
| EFG International AG | 300 | $38.2K | 0.00% | +300 | New |
| GW&K Investment Management, LLC | 308 | $39.0K | 0.00% | +1+0.3% | Added |
| Ameriflex Group, Inc. | 306 | $39.0K | 0.02% | −302−49.7% | Reduced |
| Truvestments Capital LLC | 310 | $39.5K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 314 | $40.0K | 0.00% | +166+112.2% | Added |
| Missouri Trust & Investment Co | 320 | $40.8K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 325 | $41.4K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 327 | $41.7K | 0.01% | +327 | New |
| WPG Advisers, LLC | 335 | $42.7K | 0.03% | −293−46.7% | Reduced |
| Smithfield Trust Co | 346 | $44.0K | 0.00% | −100−22.4% | Reduced |
| Covestor Ltd | 347 | $44.0K | 0.02% | −29−7.7% | Reduced |
| Richardson Financial Services Inc. | 377 | $48.1K | 0.03% | +152+67.6% | Added |
| Stephenson National Bank & Trust | 384 | $49.0K | 0.01% | +271+239.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 408 | $52.0K | 0.01% | +280+218.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 417 | $53.2K | 0.00% | −39−8.6% | Reduced |
| Mountain Hill Investment Partners Corp. | 430 | $54.8K | 0.04% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 433 | $55.2K | 0.04% | −107−19.8% | Reduced |
| Smallwood Wealth Investment Management, LLC | 433 | $55.3K | 0.03% | −39−8.3% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 436 | $55.6K | 0.06% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 437 | $55.7K | 0.01% | +10+2.3% | Added |
| BankPlus Trust Department | 440 | $56.1K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 445 | $56.7K | 0.00% | +15+3.5% | Added |
| Hazlett, Burt & Watson, Inc. | 450 | $58.0K | 0.02% | 00.0% | Unchanged |
| Capula Management Ltd | 466 | $59.4K | 0.00% | −85−15.4% | Reduced |
| Cheviot Value Management, LLC | 510 | $59.6K | 0.01% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 481 | $61.4K | 0.02% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 458 | $61.6K | 0.01% | +177+63.0% | Added |
| NBC Securities, Inc. | 484 | $61.7K | 0.00% | +1+0.2% | Added |
| CoreCap Advisors, LLC | 485 | $61.8K | 0.00% | +3+0.6% | Added |
| Grove Bank & Trust | 499 | $63.6K | 0.01% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 500 | $63.7K | 0.00% | −265−34.6% | Reduced |
| Optiver Holding B.V. | 509 | $64.9K | 0.00% | −1,101−68.4% | Reduced |
| Greenline Wealth Management LLC | 525 | $66.9K | 0.07% | +525 | New |
| SJS Investment Consulting Inc. | 526 | $67.1K | 0.01% | +14+2.7% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 535 | $68.2K | 0.00% | +535 | New |
| Eastern Bank | 544 | $69.3K | 0.00% | −118−17.8% | Reduced |
| Kings Path Partners LLC | 556 | $70.9K | 0.02% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 568 | $72.4K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 591 | $75.3K | 0.00% | +591 | New |
| American Capital Advisory, LLC | 595 | $75.9K | 0.03% | +9+1.5% | Added |
| Rialto Wealth Management, LLC | 605 | $77.1K | 0.02% | +1+0.2% | Added |
| Strategic Wealth Partners, Ltd. | 615 | $78.4K | 0.01% | 00.0% | Unchanged |
| Ostrum Asset Management | 641 | $81.7K | 0.00% | −214−25.0% | Reduced |