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 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 3,447 | $439.0K | 0.10% | −627−15.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,450 | $439.8K | 0.02% | +1,165+51.0% | Added |
| Mach-1 Financial Group, Inc. | 3,450 | $439.8K | 0.09% | +3,450 | New |
| Manchester Capital Management LLC | 3,455 | $440.4K | 0.06% | −100−2.8% | Reduced |
| Brady Martz Wealth Solutions, LLC | 3,482 | $443.9K | 0.08% | +3,482 | New |
| CNB Bank | 3,504 | $446.7K | 0.18% | +34+1.0% | Added |
| Leavell Investment Management, Inc. | 3,509 | $447.3K | 0.02% | −565−13.9% | Reduced |
| Panagora Asset Management Inc | 3,532 | $450.3K | 0.00% | 00.0% | Unchanged |
| Forefront Wealth Partners, LLC | 3,551 | $452.7K | 0.21% | +136+4.0% | Added |
| Catalyst Private Wealth, LLC | 3,553 | $452.9K | 0.20% | +31+0.9% | Added |
| Cercano Management LLC | 3,560 | $453.8K | 0.02% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 3,567 | $454.7K | 0.03% | −490−12.1% | Reduced |
| Dudley Capital Management, LLC | 3,570 | $455.1K | 0.20% | −25−0.7% | Reduced |
| AlphaGrep UK Ltd | 3,576 | $455.9K | 0.15% | +3,576 | New |
| HHM Wealth Advisors, LLC | 3,597 | $458.5K | 0.05% | +10.0% | Added |
| Union Bancaire Privee, UBP SA | 3,906 | $458.9K | 0.01% | −11,256−74.2% | Reduced |
| Commerzbank Aktiengesellschaft | 3,598 | $459.0K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 3,610 | $460.2K | 0.00% | −205,975−98.3% | Reduced |
| OpenArc Corporate Advisory, LLC | 3,622 | $461.7K | 0.01% | +3,622 | New |
| Bartlett & Co. Wealth Management LLC | 3,636 | $463.5K | 0.01% | −507−12.2% | Reduced |
| Frec Markets, Inc. | 3,636 | $463.6K | 0.14% | +3,636 | New |
| Shelton Capital Management | 3,668 | $467.6K | 0.01% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 3,670 | $467.9K | 0.06% | −130−3.4% | Reduced |
| First City Capital Management, Inc. | 3,671 | $468.0K | 0.25% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 3,672 | $468.1K | 0.05% | −330−8.2% | Reduced |
| Davis R M Inc | 3,705 | $472.3K | 0.01% | +700+23.3% | Added |
| Advisors Capital Management, LLC | 3,709 | $472.9K | 0.01% | +203+5.8% | Added |
| Cynosure Management, LLC | 3,716 | $473.7K | 0.05% | +3,716 | New |
| Kesler, Norman & Wride, LLC | 3,731 | $475.6K | 0.08% | +1,278+52.1% | Added |
| Hunting Hill Global Capital, LLC | 3,736 | $476.3K | 0.47% | −6,735−64.3% | Reduced |
| MGB Wealth Management, LLC | 3,766 | $480.1K | 0.14% | +10.0% | Added |
| TAGStone Capital, Inc. | 3,797 | $484.1K | 0.18% | +5+0.1% | Added |
| Ade, LLC | 3,805 | $485.1K | 0.23% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 3,811 | $485.8K | 0.12% | +10.0% | Added |
| Hardin Capital Partners, LLC | 3,813 | $486.1K | 0.23% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 3,817 | $486.6K | 0.02% | +6+0.2% | Added |
| Wealth Management Associates, Inc. | 3,834 | $488.8K | 0.17% | +790+26.0% | Added |
| Haverford Trust Co | 3,840 | $489.5K | 0.00% | +14+0.4% | Added |
| Vision Retirement, LLC | 3,846 | $490.3K | 0.13% | +3,846 | New |
| Sunbelt Securities, Inc. | 3,851 | $490.9K | 0.03% | +2+0.1% | Added |
| Gsa Capital Partners LLP | 3,851 | $491.0K | 0.04% | −1,574−29.0% | Reduced |
| Sagewood Asset Management LP | 3,857 | $491.7K | 0.17% | +3,857 | New |
| Silver Oak Securities, Inc | 3,827 | $492.3K | 0.03% | +96+2.6% | Added |
| Continuum Advisory, LLC | 3,885 | $495.3K | 0.05% | +1,677+76.0% | Added |
| Flatrock Wealth Partners LLC | 3,888 | $495.6K | 0.24% | +3,888 | New |
| one8zero8, LLC | 3,900 | $497.2K | 0.11% | −100−2.5% | Reduced |
| Resurgent Financial Advisors LLC | 3,908 | $498.2K | 0.25% | +55+1.4% | Added |
| Caisse des Depots Et Consignations | 3,917 | $499.3K | 0.01% | −38,402−90.7% | Reduced |
| Apella Capital, LLC | 3,946 | $503.0K | 0.01% | −25−0.6% | Reduced |
| Mainstay Capital Management LLC | 3,963 | $505.2K | 0.04% | +291+7.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 3,981 | $507.5K | 0.03% | −185,314−97.9% | Reduced |
| Wealth Preservation Advisors, LLC | 4,000 | $509.9K | 0.26% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 4,010 | $511.1K | 0.20% | +303+8.2% | Added |
| Kavar Capital Partners Group, LLC | 4,029 | $513.6K | 0.07% | +7+0.2% | Added |
| FreeGulliver LLC | 4,043 | $515.4K | 0.23% | +264+7.0% | Added |
| Johnson Financial Group, Inc. | 4,048 | $516.0K | 0.02% | −21−0.5% | Reduced |
| 10Elms LLP | 4,074 | $519.4K | 0.48% | −520−11.3% | Reduced |
| Parcion Private Wealth LLC | 4,106 | $523.4K | 0.03% | +130+3.3% | Added |
| Vinva Investment Management Ltd | 4,098 | $527.2K | 0.01% | −1,259−23.5% | Reduced |
| Perennial Investment Advisors, LLC | 4,160 | $530.3K | 0.04% | +301+7.8% | Added |
| Watershed Private Wealth LLC | 4,179 | $532.7K | 0.16% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 4,195 | $534.9K | 0.01% | +4,195 | New |
| KCM Investment Advisors LLC | 4,235 | $539.9K | 0.02% | −817−16.2% | Reduced |
| Fort Sheridan Advisors LLC | 4,236 | $540.0K | 0.07% | −59−1.4% | Reduced |
| Knightsbridge Asset Management, LLC | 4,250 | $541.7K | 0.09% | +768+22.1% | Added |
| Ameritas Advisory Services, LLC | 4,262 | $543.3K | 0.02% | +2,693+171.6% | Added |
| Wolverine Asset Management LLC | 4,279 | $545.5K | 0.01% | +4,279 | New |
| ProVise Management Group, LLC | 4,284 | $546.1K | 0.04% | −255−5.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 4,294 | $547.4K | 0.01% | +3+0.1% | Added |
| Insigneo Advisory Services, LLC | 4,298 | $547.9K | 0.04% | +60+1.4% | Added |
| FJ Capital Management LLC | 4,308 | $549.2K | 0.06% | +4,308 | New |
| Spirit of America Management Corp | 4,350 | $554.5K | 0.12% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 4,356 | $555.3K | 0.09% | +1,069+32.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,373 | $557.3K | 0.02% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 4,375 | $557.6K | 0.03% | −696−13.7% | Reduced |
| Wedbush Securities Inc | 4,379 | $558.0K | 0.02% | −16,700−79.2% | Reduced |
| Alpha Cubed Investments, LLC | 4,411 | $562.3K | 0.02% | 00.0% | Unchanged |
| Fragasso Group Inc. | 4,457 | $568.2K | 0.03% | +4,457 | New |
| Pines Wealth Management, LLC | 4,468 | $569.6K | 0.18% | −310−6.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,471 | $569.9K | 0.03% | +1,444+47.7% | Added |
| Howard Capital Management Inc. | 4,471 | $570.0K | 0.01% | +23+0.5% | Added |
| Smith Shellnut Wilson LLC | 4,478 | $570.9K | 0.22% | −3,886−46.5% | Reduced |
| Joel Isaacson & Co., LLC | 4,536 | $578.3K | 0.02% | −34−0.7% | Reduced |
| Fundamentun, LLC | 4,540 | $578.9K | 0.02% | −5−0.1% | Reduced |
| Stevens Capital Management LP | 4,545 | $579.0K | 0.20% | −5,883−56.4% | Reduced |
| Samalin Investment Counsel, LLC | 4,543 | $579.2K | 0.21% | −647−12.5% | Reduced |
| Family Management Corp | 4,551 | $580.2K | 0.07% | +13+0.3% | Added |
| First National Trust Co | 4,598 | $586.2K | 0.02% | +10+0.2% | Added |
| Kovack Advisors, Inc. | 4,626 | $589.7K | 0.03% | +323+7.5% | Added |
| Evelyn Partners Investment Management LLP | 4,640 | $591.5K | 0.02% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 4,659 | $593.9K | 0.05% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,700 | $599.2K | 0.11% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 4,700 | $599.2K | 0.18% | 00.0% | Unchanged |
| NFC Investments, LLC | 4,740 | $604.0K | 0.17% | −200−4.0% | Reduced |
| Farringdon Capital, Ltd. | 4,740 | $604.3K | 0.15% | −10,998−69.9% | Reduced |
| Smartleaf Asset Management LLC | 4,703 | $605.1K | 0.02% | +413+9.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 4,750 | $606.0K | 0.01% | +4,300+955.6% | Added |
| SRS Capital Advisors, Inc. | 4,780 | $609.4K | 0.02% | −5,225−52.2% | Reduced |
| FIL Ltd | 4,885 | $622.7K | 0.00% | −50,134−91.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 4,886 | $622.9K | 0.05% | 00.0% | Unchanged |