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 |
|---|---|---|---|---|---|
| Tannin Capital LLC | 1,813 | $231.1K | 0.21% | +1,813 | New |
| Pettinga Financial Advisors, LLC | 1,821 | $232.1K | 0.04% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 1,833 | $233.7K | 0.03% | +198+12.1% | Added |
| Semus Wealth Partners LLC | 1,836 | $234.1K | 0.13% | +120+7.0% | Added |
| Meadow Creek Wealth Advisors LLC | 1,837 | $234.2K | 0.15% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 1,845 | $235.2K | 0.01% | −70−3.7% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,846 | $235.3K | 0.07% | +1,846 | New |
| Income Insurance Ltd | 1,849 | $235.7K | 0.15% | +1,849 | New |
| Objective Capital Management, LLC | 1,851 | $236.0K | 0.24% | −503−21.4% | Reduced |
| Patton Fund Management, Inc. | 1,858 | $236.9K | 0.03% | −254−12.0% | Reduced |
| Lynx Investment Advisory | 1,860 | $237.1K | 0.13% | +4+0.2% | Added |
| Canvas Wealth Advisors, LLC | 1,860 | $237.1K | 0.04% | −48−2.5% | Reduced |
| Sandy Cove Advisors, LLC | 1,867 | $238.0K | 0.07% | −45−2.4% | Reduced |
| Private Trust Co NA | 1,879 | $239.5K | 0.02% | −65−3.3% | Reduced |
| MidAtlantic Capital Management, Inc. | 1,897 | $241.8K | 0.15% | 00.0% | Unchanged |
| Bienville Capital Management, LLC | 1,899 | $242.1K | 0.04% | +1+0.1% | Added |
| Conservest Capital Advisors, Inc. | 1,903 | $242.6K | 0.02% | +3+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 1,906 | $243.0K | 0.07% | +61+3.3% | Added |
| Moss Adams Wealth Advisors LLC | 1,923 | $245.2K | 0.02% | +36+1.9% | Added |
| Clark Capital Management Group, Inc. | 1,930 | $246.0K | 0.00% | −31,808−94.3% | Reduced |
| Hilton Capital Management, LLC | 1,932 | $246.3K | 0.02% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 1,940 | $247.4K | 0.10% | +1,490+331.1% | Added |
| First Growth Capital LLC | 2,362 | $248.2K | 0.22% | +2,362 | New |
| Ronald Blue Trust, Inc. | 1,947 | $248.2K | 0.00% | +1,198+159.9% | Added |
| Anchyra Partners LLC | 1,947 | $248.2K | 0.08% | +1,947 | New |
| waypoint wealth counsel | 1,948 | $248.3K | 0.09% | +1,948 | New |
| Onefund, LLC | 1,952 | $248.8K | 0.15% | +111+6.0% | Added |
| Mullaney, Keating & Wright, Inc. | 1,958 | $249.6K | 0.13% | +2+0.1% | Added |
| Massmutual Trust Co FSB | 1,973 | $251.5K | 0.01% | +124+6.7% | Added |
| Navis Wealth Advisors, LLC | 1,986 | $253.2K | 0.11% | +40+2.1% | Added |
| Sivia Capital Partners, LLC | 1,993 | $254.1K | 0.05% | −50−2.4% | Reduced |
| St Germain D J Co Inc | 1,993 | $254.1K | 0.01% | +73+3.8% | Added |
| Avantax Planning Partners, Inc. | 2,000 | $255.0K | 0.01% | −9−0.4% | Reduced |
| Benin Management CORP | 2,000 | $255.0K | 0.06% | 00.0% | Unchanged |
| Harbor Advisors LLC | 2,000 | $255.0K | 0.04% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 2,000 | $255.0K | 0.14% | 00.0% | Unchanged |
| Emprise Bank | 2,000 | $255.0K | 0.11% | 00.0% | Unchanged |
| Granite FO LLC | 2,000 | $255.0K | 0.14% | 00.0% | Unchanged |
| Snowwater Investment Partners, LLC | 2,000 | $255.0K | 0.23% | +2,000 | New |
| Ocean Capital Management, LLC | 2,001 | $255.1K | 0.05% | −104−4.9% | Reduced |
| Fairview Capital Investment Management, LLC | 2,001 | $255.2K | 0.01% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 2,007 | $255.8K | 0.06% | −91−4.3% | Reduced |
| Corundum Group, Inc. | 2,009 | $256.1K | 0.09% | +2,009 | New |
| Signet Private Wealth LLC | 2,010 | $256.2K | 0.25% | +2,010 | New |
| Patriot Financial Group Insurance Agency, LLC | 2,013 | $256.6K | 0.03% | +20+1.0% | Added |
| Prelude Capital Management, LLC | 2,021 | $257.6K | 0.02% | −2,210−52.2% | Reduced |
| Stock Yards Bank & Trust Co | 2,028 | $258.5K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,036 | $259.5K | 0.02% | +2,036 | New |
| GeoWealth Management, LLC | 2,046 | $260.8K | 0.01% | +310+17.9% | Added |
| Avidian Wealth Solutions, LLC | 2,051 | $261.4K | 0.01% | +329+19.1% | Added |
| Mediolanum International Funds Ltd | 2,039 | $262.3K | 0.00% | −162,544−98.8% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 2,062 | $262.9K | 0.08% | +348+20.3% | Added |
| First Commonwealth Financial Corp | 2,064 | $263.1K | 0.04% | −720−25.9% | Reduced |
| BlueStem Wealth Partners, LLC | 2,069 | $263.7K | 0.03% | −409−16.5% | Reduced |
| AdvisorNet Financial, Inc | 2,070 | $263.9K | 0.01% | +338+19.5% | Added |
| West Wealth Group, LLC | 2,072 | $264.2K | 0.05% | −13−0.6% | Reduced |
| Roundview Capital LLC | 2,080 | $265.1K | 0.02% | −399−16.1% | Reduced |
| WealthPLAN Partners, LLC | 2,082 | $265.4K | 0.04% | −194−8.5% | Reduced |
| 111 Capital | 2,087 | $266.1K | 0.06% | −643−23.6% | Reduced |
| Kingsview Wealth Management, LLC | 2,092 | $266.7K | 0.00% | −68−3.1% | Reduced |
| SmartHarvest Portfolios, LLC | 2,102 | $268.0K | 0.09% | +2,102 | New |
| Sentry Investment Management LLC | 2,102 | $268.0K | 0.18% | 00.0% | Unchanged |
| Beaton Management Co. Inc. | 2,100 | $268.0K | 0.12% | +2,100 | New |
| Change Path, LLC | 2,105 | $268.4K | 0.01% | −185−8.1% | Reduced |
| Lantz Financial LLC | 2,121 | $270.4K | 0.06% | +355+20.1% | Added |
| Cromwell Holdings LLC | 2,127 | $271.1K | 0.15% | +1,493+235.5% | Added |
| FFT Wealth Management LLC | 2,146 | $273.6K | 0.05% | +291+15.7% | Added |
| Founders Financial Alliance, LLC | 2,150 | $274.1K | 0.05% | −44−2.0% | Reduced |
| Tripletail Wealth Management, LLC | 2,430 | $274.5K | 0.35% | +685+39.3% | Added |
| Rosenberg Matthew Hamilton | 2,166 | $276.1K | 0.06% | −206−8.7% | Reduced |
| Financial Partners Group, Inc | 2,421 | $276.6K | 0.03% | +850+54.1% | Added |
| Natural Investments, LLC | 2,174 | $277.0K | 0.07% | +2,174 | New |
| Keystone Financial Group | 2,174 | $277.2K | 0.02% | −13−0.6% | Reduced |
| Maia Wealth LLC | 2,747 | $277.7K | 0.05% | +2,747 | New |
| Rhodes Investment Advisors Inc | 2,182 | $278.2K | 0.23% | +2,182 | New |
| Boltwood Capital Management | 2,182 | $278.2K | 0.07% | +2,182 | New |
| TFC Financial Management | 2,215 | $282.4K | 0.04% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 2,217 | $282.7K | 0.00% | −39−1.7% | Reduced |
| Shepherd Financial Partners LLC | 2,229 | $284.2K | 0.03% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,248 | $286.5K | 0.01% | +64+2.9% | Added |
| Pring Turner Capital Group Inc | 2,275 | $290.0K | 0.18% | −40−1.7% | Reduced |
| JSF Financial, LLC | 2,281 | $290.8K | 0.06% | +4+0.2% | Added |
| Miracle Mile Advisors, LLC | 2,285 | $291.3K | 0.00% | +346+17.8% | Added |
| Soltis Investment Advisors LLC | 2,288 | $291.7K | 0.02% | +243+11.9% | Added |
| Calamos Wealth Management LLC | 2,292 | $292.2K | 0.01% | +184+8.7% | Added |
| NorthCrest Asset Manangement, LLC | 2,187 | $294.3K | 0.01% | +50+2.3% | Added |
| Waterloo Capital, L.P. | 2,312 | $294.7K | 0.02% | +9+0.4% | Added |
| Aviance Capital Partners, LLC | 2,316 | $295.2K | 0.03% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 2,325 | $296.4K | 0.06% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 2,870 | $301.6K | 0.09% | +4+0.1% | Added |
| Harbor Investment Advisory, LLC | 2,366 | $301.6K | 0.02% | +1,240+110.1% | Added |
| Sand Hill Global Advisors, LLC | 2,381 | $303.5K | 0.01% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 2,386 | $304.1K | 0.06% | −53−2.2% | Reduced |
| Formidable Asset Management, LLC | 2,341 | $304.2K | 0.04% | +750+47.1% | Added |
| Ares Systematic Credit Ltd | 5,861 | $304.4K | 0.25% | +5,861 | New |
| MASTERINVEST Kapitalanlage GmbH | 2,370 | $304.9K | 0.03% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 2,394 | $305.2K | 0.00% | +2+0.1% | Added |
| Banque Pictet & Cie SA | 2,400 | $306.0K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 2,400 | $306.0K | 0.18% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 2,422 | $308.8K | 0.03% | −121−4.8% | Reduced |