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 |
|---|---|---|---|---|---|
| Lodestone Wealth Management LLC | 651 | $83.0K | 0.03% | +651 | New |
| Quarry LP | 659 | $84.0K | 0.01% | −329−33.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 670 | $85.4K | 0.02% | 00.0% | Unchanged |
| Asset Planning,Inc | 670 | $85.4K | 0.06% | +1+0.1% | Added |
| Perkins Coie Trust Co | 677 | $86.3K | 0.02% | −307−31.2% | Reduced |
| Litman Gregory Asset Management LLC | 694 | $88.5K | 0.01% | +694 | New |
| CVA Family Office, LLC | 705 | $89.9K | 0.01% | +130+22.6% | Added |
| Root Financial Partners, LLC | 728 | $92.8K | 0.00% | +73+11.1% | Added |
| TSFG, LLC | 726 | $93.0K | 0.01% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 780 | $99.4K | 0.00% | +164+26.6% | Added |
| Atlas Capital Advisors LLC | 799 | $101.9K | 0.01% | +799 | New |
| Harbour Investments, Inc. | 807 | $102.9K | 0.00% | +141+21.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 837 | $106.7K | 0.01% | +837 | New |
| Signature Equity Partners, LLC | 859 | $109.4K | 0.06% | +859 | New |
| NBT Bank N A | 127 | $109.6K | 0.01% | −3−2.3% | Reduced |
| TCTC Holdings, LLC | 860 | $109.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 943 | $110.1K | 0.02% | +3+0.3% | Added |
| Osterweis Capital Management Inc | 872 | $111.2K | 0.00% | −160−15.5% | Reduced |
| J.Safra Asset Management Corp | 943 | $120.2K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 957 | $121.0K | 0.02% | +6+0.6% | Added |
| DV Equities, LLC | 961 | $122.5K | 0.02% | +961 | New |
| Delta Asset Management LLC | 981 | $125.0K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 1,000 | $127.5K | 0.02% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1,007 | $128.4K | 0.05% | −4−0.4% | Reduced |
| Boreal Capital Management LLC | 1,009 | $128.6K | 0.10% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,018 | $129.8K | 0.02% | −166−14.0% | Reduced |
| Trust Co of Vermont | 1,031 | $131.4K | 0.01% | +30+3.0% | Added |
| Motco | 1,054 | $134.4K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,104 | $140.7K | 0.01% | −9−0.8% | Reduced |
| Sound Income Strategies, LLC | 1,084 | $142.5K | 0.01% | +90+9.1% | Added |
| Financial Perspectives, Inc | 1,120 | $142.8K | 0.04% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 1,181 | $150.6K | 0.01% | −1,384−54.0% | Reduced |
| Harbor Asset Planning, Inc. | 1,197 | $152.6K | 0.13% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 1,251 | $159.5K | 0.08% | −392−23.9% | Reduced |
| Garrison Bradford & Associates Inc | 1,261 | $160.8K | 0.17% | +1,261 | New |
| International Assets Investment Management, LLC | 1,310 | $167.0K | 0.01% | +1,310 | New |
| United Community Bank | 1,318 | $168.0K | 0.06% | −746−36.1% | Reduced |
| YANKCOM Partnership | 1,338 | $170.6K | 0.07% | +44+3.4% | Added |
| Parkside Financial Bank & Trust | 1,357 | $173.0K | 0.01% | −63−4.4% | Reduced |
| MCF Advisors LLC | 1,363 | $173.8K | 0.01% | +1,338+5,352.0% | Added |
| Advocate Investing Services LLC | 1,400 | $178.5K | 0.16% | +1,400 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,407 | $179.4K | 0.06% | +1,407 | New |
| Hoey Investments, Inc | 1,408 | $179.5K | 0.02% | 00.0% | Unchanged |
| Alerus Financial NA | 1,416 | $180.5K | 0.01% | −16,058−91.9% | Reduced |
| Entelevest, LLC | 1,447 | $184.5K | 0.19% | +1,447 | New |
| Stelac Advisory Services LLC | 1,463 | $186.5K | 0.07% | −132−8.3% | Reduced |
| Montag A & Associates Inc | 1,500 | $191.2K | 0.01% | −11−0.7% | Reduced |
| 71 West Capital Partners | 1,575 | $200.8K | 0.01% | +1,575 | New |
| Tranquility Partners, LLC | 1,576 | $200.9K | 0.07% | −10−0.6% | Reduced |
| KLCM Advisors, Inc. | 1,577 | $201.0K | 0.02% | 00.0% | Unchanged |
| Aspiriant, LLC | 1,592 | $202.9K | 0.01% | +1,592 | New |
| Brookwood Investment Group LLC | 1,594 | $203.1K | 0.02% | −26−1.6% | Reduced |
| BLB&B Advisors, LLC | 1,599 | $203.8K | 0.01% | +28+1.8% | Added |
| Strid Group, LLC | 1,600 | $204.0K | 0.03% | 00.0% | Unchanged |
| Mengis Capital Management, Inc. | 1,600 | $204.0K | 0.04% | +1,600 | New |
| Rehmann Capital Advisory Group | 1,623 | $207.0K | 0.01% | +1+0.1% | Added |
| Hantz Financial Services, Inc. | 1,620 | $207.0K | 0.00% | +285+21.3% | Added |
| Intrust Bank NA | 1,624 | $207.0K | 0.02% | +1,624 | New |
| New Hampshire Trust | 1,624 | $207.0K | 0.04% | −212−11.5% | Reduced |
| Redwood Financial Network Corp | 1,637 | $208.7K | 0.13% | +1+0.1% | Added |
| Paragon Private Wealth Management, LLC | 1,648 | $210.1K | 0.06% | +1,648 | New |
| Alpha Omega Wealth Management LLC | 1,651 | $210.5K | 0.03% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 1,652 | $210.6K | 0.01% | −294−15.1% | Reduced |
| Diversified Enterprises, LLC | 1,656 | $211.1K | 0.01% | +1,656 | New |
| Holistic Planning, LLC | 1,661 | $211.7K | 0.05% | −333−16.7% | Reduced |
| Bennett Selby Investments LP | 1,666 | $212.4K | 0.07% | +1,666 | New |
| Unison Asset Management LLC | 1,668 | $212.6K | 0.10% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,670 | $212.9K | 0.00% | −9−0.5% | Reduced |
| Perpetual Ltd | 1,675 | $213.5K | 0.00% | +1,675 | New |
| Asset Advisory Group, Inc. | 1,677 | $213.9K | 0.11% | +1,677 | New |
| Main Street Financial Solutions, LLC | 1,685 | $214.9K | 0.02% | −1,413−45.6% | Reduced |
| Aureus Asset Management, LLC | 1,692 | $215.7K | 0.01% | −18−1.1% | Reduced |
| ORG Wealth Partners, LLC | 1,691 | $215.7K | 0.05% | 00.0% | Unchanged |
| Avantra Family Wealth, Inc. | 1,699 | $216.6K | 0.16% | −839−33.1% | Reduced |
| Monticello Wealth Management, LLC | 1,708 | $217.7K | 0.01% | −6−0.4% | Reduced |
| New Republic Capital, LLC | 1,713 | $218.3K | 0.06% | +1,713 | New |
| Armistice Capital, LLC | 1,713 | $218.4K | 0.01% | −552−24.4% | Reduced |
| Heartwood Wealth Advisors LLC | 1,716 | $218.8K | 0.02% | −7−0.4% | Reduced |
| Montecito Bank & Trust | 1,723 | $219.6K | 0.04% | −240−12.2% | Reduced |
| Modern Wealth Management, LLC | 1,725 | $220.0K | 0.00% | +49+2.9% | Added |
| Mather Group, LLC. | 1,733 | $220.9K | 0.00% | +254+17.2% | Added |
| NorthRock Partners, LLC | 1,735 | $221.3K | 0.00% | −6,856−79.8% | Reduced |
| Stablepoint Partners, LLC | 1,738 | $221.6K | 0.03% | −112−6.1% | Reduced |
| Tocqueville Asset Management L.P. | 1,739 | $221.7K | 0.00% | −129−6.9% | Reduced |
| Sovran Advisors, LLC | 1,690 | $221.9K | 0.02% | +1,690 | New |
| Arta Finance Wealth Management LLC | 1,760 | $224.4K | 0.11% | +1,760 | New |
| Douglass Winthrop Advisors, LLC | 1,763 | $224.7K | 0.00% | +13+0.7% | Added |
| Concorde Asset Management, LLC | 1,764 | $224.9K | 0.09% | −246−12.2% | Reduced |
| Nilsine Partners, LLC | 1,772 | $225.9K | 0.02% | −157−8.1% | Reduced |
| Abel Hall, LLC | 1,774 | $226.2K | 0.05% | +1,774 | New |
| Garden State Investment Advisory Services LLC | 1,782 | $227.3K | 0.05% | +52+3.0% | Added |
| Modera Wealth Management, LLC | 1,789 | $228.0K | 0.00% | +84+4.9% | Added |
| M.E. Allison & Co., Inc. | 1,790 | $228.2K | 0.16% | 00.0% | Unchanged |
| RMR Wealth Builders | 1,795 | $228.8K | 0.02% | +1+0.1% | Added |
| Pine Valley Investments Ltd Liability Co | 1,797 | $229.1K | 0.01% | −5−0.3% | Reduced |
| Knollwood Investment Advisory, LLC | 1,800 | $229.5K | 0.02% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 1,804 | $230.0K | 0.08% | +28+1.6% | Added |
| Serenus Wealth Advisors, LLC | 1,806 | $230.2K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,808 | $230.5K | 0.03% | +69+4.0% | Added |
| Bogart Wealth, LLC | 1,810 | $230.7K | 0.01% | 00.0% | Unchanged |