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 |
|---|---|---|---|---|---|
| PDS Planning, Inc | 2,424 | $309.0K | 0.02% | +75+3.2% | Added |
| Northwest Bancshares, Inc. | 2,425 | $309.1K | 0.06% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 2,426 | $309.3K | 0.04% | +18+0.7% | Added |
| Argent Trust Co | 2,442 | $311.3K | 0.01% | −142−5.5% | Reduced |
| Fisher Asset Management, LLC | 2,447 | $312.1K | 0.00% | +457+23.0% | Added |
| Simplicity Wealth,LLC | 2,448 | $312.1K | 0.02% | +576+30.8% | Added |
| Jefferies Financial Group Inc. | 2,451 | $312.5K | 0.00% | −614,021−99.6% | Reduced |
| Kera Capital Partners, Inc. | 2,736 | $312.6K | 0.04% | +159+6.2% | Added |
| Curated Wealth Partners LLC | 2,473 | $315.3K | 0.03% | +2,473 | New |
| Ssi Investment Management LLC | 2,474 | $315.4K | 0.02% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 2,495 | $318.1K | 0.02% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 2,498 | $318.4K | 0.00% | +550+28.2% | Added |
| Portus Wealth Advisors, LLC | 2,517 | $320.8K | 0.30% | +456+22.1% | Added |
| Freestone Capital Holdings, LLC | 2,524 | $321.7K | 0.01% | +53+2.1% | Added |
| Horizon Bancorp Inc | 2,527 | $322.0K | 0.16% | +829+48.8% | Added |
| Partners Capital Investment Group, LLP | 2,529 | $322.4K | 0.01% | 00.0% | Unchanged |
| Savant Capital, LLC | 2,534 | $323.1K | 0.00% | +276+12.2% | Added |
| Steel Peak Wealth Management LLC | 2,549 | $325.0K | 0.01% | +80+3.2% | Added |
| Xxi Wealth, LLC | 2,554 | $325.6K | 0.20% | +2,554 | New |
| FourThought Financial Partners, LLC | 2,571 | $327.8K | 0.03% | −858−25.0% | Reduced |
| Stratos Wealth Advisors, LLC | 2,595 | $330.9K | 0.02% | −15−0.6% | Reduced |
| iA Global Asset Management Inc. | 2,600 | $331.0K | 0.00% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 2,602 | $331.7K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 2,609 | $332.6K | 0.03% | −440−14.4% | Reduced |
| Peak Planning Group, LLC | 2,610 | $332.7K | 0.09% | +4+0.2% | Added |
| NFP Retirement, Inc. | 2,615 | $333.4K | 0.02% | −133−4.8% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,616 | $333.5K | 0.02% | −150−5.4% | Reduced |
| Middleton & Co Inc | 2,622 | $334.3K | 0.04% | 00.0% | Unchanged |
| Souders Financial Advisors | 2,623 | $334.4K | 0.04% | +58+2.3% | Added |
| North Capital, Inc. | 2,626 | $334.8K | 0.29% | −119−4.3% | Reduced |
| Prota Financial, LLC | 2,627 | $334.8K | 0.24% | +2,627 | New |
| Allen Mooney & Barnes Investment Advisors LLC | 2,630 | $335.3K | 0.05% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,639 | $336.5K | 0.05% | +10.0% | Added |
| Washington Trust Bank | 2,644 | $337.1K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 2,651 | $337.9K | 0.04% | +2,651 | New |
| Exchange Traded Concepts, LLC | 2,698 | $343.9K | 0.00% | −741−21.5% | Reduced |
| BCS Private Wealth Management, Inc. | 2,705 | $344.8K | 0.12% | −100−3.6% | Reduced |
| Parsonex Advisory Services, Inc. | 2,722 | $347.0K | 0.22% | −37−1.3% | Reduced |
| Oak Barrel Wealth Advisory LLC | 2,747 | $350.2K | 0.21% | +2,747 | New |
| Fiduciary Family Office, LLC | 2,748 | $350.3K | 0.10% | −377−12.1% | Reduced |
| Ballast, Inc. | 2,752 | $350.8K | 0.08% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,763 | $352.2K | 0.13% | −600−17.8% | Reduced |
| Aprio Wealth Management, LLC | 2,767 | $352.8K | 0.02% | +58+2.1% | Added |
| Quotient Wealth Partners, LLC | 2,780 | $354.3K | 0.01% | −40−1.4% | Reduced |
| Mayflower Financial Advisors, LLC | 2,794 | $356.2K | 0.04% | −3−0.1% | Reduced |
| Essex Savings Bank | 2,811 | $358.3K | 0.08% | −13−0.5% | Reduced |
| Savvy Advisors, Inc. | 2,812 | $358.5K | 0.01% | +311+12.4% | Added |
| Naviter Wealth, LLC | 2,833 | $361.2K | 0.05% | +6+0.2% | Added |
| Paradigm Financial Partners, LLC | 2,847 | $362.9K | 0.04% | −1,133−28.5% | Reduced |
| LFA - Lugano Financial Advisors SA | 2,850 | $363.3K | 0.19% | 00.0% | Unchanged |
| Guyasuta Investment Advisors Inc | 2,852 | $363.6K | 0.02% | +55+2.0% | Added |
| Norway Savings Bank | 2,863 | $365.0K | 0.17% | +2,863 | New |
| Los Angeles Capital Management LLC | 3,109 | $367.2K | 0.00% | +3,109 | New |
| Avestar Capital, LLC | 2,904 | $370.3K | 0.03% | +56+2.0% | Added |
| Integrated Wealth Concepts LLC | 2,914 | $371.4K | 0.00% | +224+8.3% | Added |
| Crawford Investment Counsel Inc | 2,942 | $375.0K | 0.01% | +2,942 | New |
| ZRC Wealth Management, LLC | 2,943 | $375.2K | 0.13% | −506−14.7% | Reduced |
| Childress Capital Advisors, LLC | 2,958 | $377.1K | 0.06% | −158−5.1% | Reduced |
| Virtue Capital Management, LLC | 2,931 | $377.8K | 0.06% | −51,411−94.6% | Reduced |
| Quent Capital, LLC | 2,970 | $378.6K | 0.03% | +2,609+722.7% | Added |
| Klingman & Associates, LLC | 2,994 | $381.7K | 0.02% | +65+2.2% | Added |
| Wellington Shields & Co., LLC | 3,000 | $382.4K | 0.09% | 00.0% | Unchanged |
| Banque de Luxembourg S.A. | 3,003 | $382.8K | 0.18% | +894+42.4% | Added |
| AA Financial Advisors, LLC | 3,005 | $383.1K | 0.07% | +152+5.3% | Added |
| Dockside LLC | 3,007 | $383.3K | 0.10% | +3,007 | New |
| Rochester Wealth Strategies, LLC | 3,010 | $383.7K | 0.24% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 3,010 | $383.8K | 0.01% | +651+27.6% | Added |
| Norden Group LLC | 3,013 | $384.1K | 0.04% | −894−22.9% | Reduced |
| Cadent Capital Advisors, LLC | 3,020 | $385.0K | 0.10% | −950−23.9% | Reduced |
| Evoke Wealth, LLC | 3,026 | $385.8K | 0.01% | −237−7.3% | Reduced |
| Nemes Rush Group LLC | 3,038 | $387.3K | 0.04% | +652+27.3% | Added |
| Foundations Investment Advisors, LLC | 3,039 | $387.4K | 0.01% | −2,068−40.5% | Reduced |
| Platform Technology Partners | 3,042 | $387.8K | 0.08% | +1,264+71.1% | Added |
| Mill Creek Capital Advisors, LLC | 3,052 | $389.1K | 0.01% | +52+1.7% | Added |
| Americana Partners, LLC | 3,063 | $390.5K | 0.01% | +3,063 | New |
| First Horizon Corp | 3,072 | $391.6K | 0.02% | +1,415+85.4% | Added |
| Texas Capital Bank Wealth Management Services Inc | 3,089 | $393.8K | 0.02% | +3,089 | New |
| Genesis Private Wealth, LLC | 3,136 | $399.8K | 0.12% | −1,193−27.6% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 3,136 | $399.8K | 0.01% | +201+6.8% | Added |
| CX Institutional | 3,146 | $401.0K | 0.01% | +723+29.8% | Added |
| Millennium Capital Advisors, LLC | 3,155 | $402.2K | 0.24% | +185+6.2% | Added |
| Hodges Capital Management Inc. | 3,213 | $409.6K | 0.04% | +4+0.1% | Added |
| Diligent Investors, LLC | 3,245 | $413.7K | 0.10% | −35−1.1% | Reduced |
| Dana Investment Advisors, Inc. | 3,248 | $414.1K | 0.01% | −416−11.4% | Reduced |
| Dakota Wealth Management | 3,295 | $420.1K | 0.01% | −327−9.0% | Reduced |
| Wealth Quarterback LLC | 3,297 | $420.4K | 0.15% | +457+16.1% | Added |
| Conning Inc. | 3,302 | $420.9K | 0.01% | −209−6.0% | Reduced |
| Spinnaker Investment Group, LLC | 3,308 | $421.7K | 0.08% | −6,306−65.6% | Reduced |
| Everhart Financial Group, Inc. | 3,310 | $422.0K | 0.04% | +1,545+87.5% | Added |
| Umb Bank N A | 3,314 | $422.5K | 0.01% | −2,779−45.6% | Reduced |
| Sovereign Financial Group, Inc. | 3,319 | $423.1K | 0.08% | +132+4.1% | Added |
| Conquis Financial LLC | 3,332 | $424.8K | 0.37% | −1,445−30.2% | Reduced |
| Prosperity Consulting Group, LLC | 3,345 | $426.4K | 0.02% | +655+24.3% | Added |
| Bingham Private Wealth, LLC | 3,348 | $426.8K | 0.37% | +3,348 | New |
| Citizens National Bank Trust Department | 3,350 | $427.1K | 0.07% | −25−0.7% | Reduced |
| Oxford Financial Group Ltd | 3,358 | $428.1K | 0.02% | −555−14.2% | Reduced |
| Urban Wealth Management, LLC | 3,378 | $430.6K | 0.40% | +3,378 | New |
| Cypress Wealth Services, LLC | 3,383 | $431.3K | 0.06% | −50−1.5% | Reduced |
| Cornerstone Advisory, LLC | 3,420 | $435.9K | 0.04% | +231+7.2% | Added |
| L2 Asset Management, LLC | 3,434 | $437.8K | 0.06% | +3,434 | New |