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 |
|---|---|---|---|---|---|
| Jump Financial, LLC | 4,903 | $625.0K | 0.01% | −3,753−43.4% | Reduced |
| Cary Street Partners Financial LLC | 4,950 | $631.0K | 0.02% | +35+0.7% | Added |
| Frank, Rimerman Advisors LLC | 4,987 | $635.7K | 0.04% | +2,383+91.5% | Added |
| Camden Capital, LLC | 25,400 | $640.9K | 0.04% | +400+1.6% | Added |
| Principle Wealth Partners LLC | 5,030 | $641.2K | 0.04% | 00.0% | Unchanged |
| Keel Point, LLC | 5,043 | $642.9K | 0.04% | −142−2.7% | Reduced |
| Legacy Wealth Management, LLC | 5,048 | $643.5K | 0.17% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 5,051 | $643.9K | 0.01% | +337+7.1% | Added |
| Laurel Oak Wealth Management, LLC | 5,056 | $644.6K | 0.11% | +5,056 | New |
| Journey Strategic Wealth LLC | 5,110 | $651.4K | 0.02% | −402−7.3% | Reduced |
| Coastline Trust Co | 5,129 | $653.8K | 0.06% | −1,158−18.4% | Reduced |
| Principal Street Partners, LLC | 5,141 | $655.4K | 0.11% | +14+0.3% | Added |
| Ballentine Partners, LLC | 5,171 | $659.2K | 0.01% | −266−4.9% | Reduced |
| Perigon Wealth Management, LLC | 5,177 | $660.0K | 0.01% | +5,177 | New |
| Fjell Capital, LLC | 5,191 | $661.7K | 0.51% | +1,180+29.4% | Added |
| Z3 Capital Partners, LLC | 5,267 | $671.4K | 0.16% | +5,267 | New |
| Meiji Yasuda Asset Management Co Ltd. | 5,297 | $675.3K | 0.03% | −206−3.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 5,332 | $679.7K | 0.02% | −247−4.4% | Reduced |
| Johnson Investment Counsel Inc | 5,347 | $681.7K | 0.01% | +350+7.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 5,369 | $684.4K | 0.07% | +5,369 | New |
| Dogwood Wealth Management LLC | 5,374 | $685.1K | 0.30% | +85+1.6% | Added |
| Jacobi Capital Management LLC | 5,428 | $692.0K | 0.04% | +3,296+154.6% | Added |
| Penobscot Investment Management Company, Inc. | 5,500 | $701.1K | 0.05% | 00.0% | Unchanged |
| Group One Trading, L.P. | 5,508 | $702.2K | 0.02% | −10,017−64.5% | Reduced |
| Dorsey & Whitney Trust CO LLC | 5,514 | $702.9K | 0.04% | +271+5.2% | Added |
| National Asset Management, Inc. | 5,558 | $708.5K | 0.03% | +109+2.0% | Added |
| Diversified Trust Co | 5,562 | $709.0K | 0.01% | +82+1.5% | Added |
| Lighthouse Investment Partners, LLC | 5,579 | $711.2K | 0.02% | −89,082−94.1% | Reduced |
| Crestwood Advisors Group LLC | 5,585 | $712.0K | 0.01% | +666+13.5% | Added |
| Sigma Planning Corp | 4,345 | $713.0K | 0.02% | +275+6.8% | Added |
| Fortress Wealth Group, LLC | 6,294 | $719.1K | 0.27% | +56+0.9% | Added |
| RiverFront Investment Group, LLC | 5,677 | $723.7K | 0.01% | +59+1.1% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,699 | $726.5K | 0.03% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 5,704 | $727.1K | 0.04% | +1,491+35.4% | Added |
| Tradition Wealth Management, LLC | 5,708 | $727.6K | 0.05% | +201+3.6% | Added |
| Edgestream Partners, L.P. | 5,714 | $728.4K | 0.02% | −22,185−79.5% | Reduced |
| Brown Brothers Harriman & Co | 5,738 | $731.5K | 0.00% | +2,171+60.9% | Added |
| Welch & Forbes LLC | 5,781 | $737.0K | 0.01% | 00.0% | Unchanged |
| MJP Associates Inc | 5,798 | $739.1K | 0.09% | −409−6.6% | Reduced |
| Intact Investment Management Inc. | 5,800 | $739.4K | 0.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 5,851 | $746.3K | 0.01% | +2,079+55.1% | Added |
| Sawgrass Asset Management LLC | 5,861 | $747.2K | 0.09% | +300+5.4% | Added |
| Baker Tilly Wealth Management, LLC | 5,872 | $748.6K | 0.18% | −21−0.4% | Reduced |
| Davenport & Co LLC | 5,914 | $753.9K | 0.00% | −1,013−14.6% | Reduced |
| Bridgefront Capital, LLC | 5,915 | $754.0K | 0.19% | +5,915 | New |
| VisionPoint Advisory Group, LLC | 6,063 | $772.9K | 0.15% | +6,063 | New |
| Red Door Wealth Management, LLC | 6,101 | $777.8K | 0.08% | +20.0% | Added |
| Syon Capital LLC | 6,130 | $781.5K | 0.04% | +648+11.8% | Added |
| Ameritas Investment Partners, Inc. | 6,143 | $783.1K | 0.02% | −110−1.8% | Reduced |
| Ieq Capital, LLC | 6,217 | $792.6K | 0.00% | −2,706−30.3% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,274 | $799.9K | 0.17% | 00.0% | Unchanged |
| We Are One Seven, LLC | 6,280 | $800.6K | 0.02% | +2,277+56.9% | Added |
| TownSquare Capital, LLC | 6,307 | $804.0K | 0.18% | −5,918−48.4% | Reduced |
| ATX Financial Planning, LLC | 6,324 | $806.1K | 0.62% | +6,324 | New |
| Western Financial Corp | 6,377 | $813.0K | 0.32% | +76+1.2% | Added |
| XML Financial, LLC | 6,408 | $816.9K | 0.07% | +421+7.0% | Added |
| Premier Path Wealth Partners, LLC | 6,409 | $817.0K | 0.11% | +341+5.6% | Added |
| Agf Management Ltd | 6,444 | $821.5K | 0.00% | +578+9.9% | Added |
| Firethorn Wealth Partners, LLC | 6,460 | $823.5K | 0.31% | +419+6.9% | Added |
| Two Sigma Securities, LLC | 6,462 | $823.8K | 0.11% | +2,912+82.0% | Added |
| Douglas Lane & Associates, LLC | 6,481 | $826.2K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 6,500 | $829.0K | 0.40% | +6,500 | New |
| TFB Advisors LLC | 6,505 | $829.3K | 0.23% | −166−2.5% | Reduced |
| Huntington National Bank | 6,516 | $830.7K | 0.00% | +273+4.4% | Added |
| Cigna Investments Inc | 6,524 | $831.0K | 0.12% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 6,520 | $831.2K | 0.02% | −15,312−70.1% | Reduced |
| Moors & Cabot, Inc. | 6,572 | $837.8K | 0.04% | −350−5.1% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 6,657 | $848.0K | 0.06% | 00.0% | Unchanged |
| Old National Bancorp | 6,711 | $855.5K | 0.01% | +106+1.6% | Added |
| Nalls Sherbakoff Group, LLC | 6,737 | $858.8K | 0.62% | −854−11.3% | Reduced |
| Mutual Advisors, LLC | 6,763 | $862.1K | 0.02% | −222−3.2% | Reduced |
| Cornerstone Wealth Management, LLC | 6,796 | $866.4K | 0.05% | +2,175+47.1% | Added |
| Advisors Asset Management, Inc. | 6,819 | $869.3K | 0.01% | −205−2.9% | Reduced |
| Valeo Financial Advisors, LLC | 6,842 | $872.3K | 0.02% | −862−11.2% | Reduced |
| Qsemble Capital Management, LP | 6,894 | $878.8K | 0.07% | −24,464−78.0% | Reduced |
| Visionary Wealth Advisors | 6,915 | $881.6K | 0.04% | −245−3.4% | Reduced |
| Ritholtz Wealth Management | 6,915 | $881.6K | 0.02% | −735−9.6% | Reduced |
| Diversify Advisory Services, LLC | 6,733 | $884.8K | 0.03% | +372+5.8% | Added |
| Fusion Capital, LLC | 6,979 | $889.6K | 0.25% | +35+0.5% | Added |
| Mosaic Financial Group, LLC | 7,000 | $892.0K | 0.61% | 00.0% | Unchanged |
| Linscomb & Williams, Inc. | 7,000 | $892.4K | 0.04% | −20.0% | Reduced |
| StoneX Group Inc. | 7,004 | $893.0K | 0.04% | −1,965−21.9% | Reduced |
| Icapital Wealth LLC | 7,039 | $897.0K | 0.44% | −4,266−37.7% | Reduced |
| Dark Forest Capital Management LP | 7,042 | $897.7K | 0.04% | +7,042 | New |
| Glenview Trust Co | 7,061 | $900.1K | 0.01% | −57−0.8% | Reduced |
| Kirtland Hills Capital Management, LLC | 7,125 | $908.3K | 0.32% | +1,623+29.5% | Added |
| Wealthcare Advisory Partners LLC | 7,131 | $909.1K | 0.02% | −4,092−36.5% | Reduced |
| Silvant Capital Management LLC | 7,187 | $916.2K | 0.03% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 7,200 | $917.9K | 0.73% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 7,218 | $920.1K | 0.03% | −469−6.1% | Reduced |
| DRW Securities, LLC | 7,265 | $926.1K | 0.07% | −4,515−38.3% | Reduced |
| One Capital Management, LLC | 7,266 | $926.3K | 0.03% | +942+14.9% | Added |
| Wedmont Private Capital | 7,095 | $928.3K | 0.03% | +42+0.6% | Added |
| Sage Rhino Capital LLC | 7,307 | $931.5K | 0.18% | +32+0.4% | Added |
| Fifth Third Wealth Advisors LLC | 7,309 | $931.8K | 0.03% | −399−5.2% | Reduced |
| Sagespring Wealth Partners, LLC | 7,318 | $932.9K | 0.02% | −505−6.5% | Reduced |
| Drake & Associates, LLC | 7,320 | $933.2K | 0.19% | +104+1.4% | Added |
| Guinness Asset Management LTD | 7,224 | $934.9K | 0.02% | +1,584+28.1% | Added |
| Wealthspire Advisors, LLC | 7,335 | $935.1K | 0.01% | +5,133+233.1% | Added |
| Paradigm Asset Management Co LLC | 7,354 | $937.5K | 0.22% | −500−6.4% | Reduced |