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 |
|---|---|---|---|---|---|
| Robertson Stephens Wealth Management, LLC | 7,400 | $943.4K | 0.03% | −821−10.0% | Reduced |
| Transcend Wealth Collective, LLC | 7,441 | $948.5K | 0.07% | +61+0.8% | Added |
| Skopos Labs, Inc. | 7,363 | $952.8K | 0.04% | +4,653+171.7% | Added |
| Trust Asset Management LLC | 7,496 | $955.6K | 0.07% | −267−3.4% | Reduced |
| Sompo Asset Management Co., Ltd. | 7,510 | $957.4K | 0.16% | −170−2.2% | Reduced |
| David Loasby | 7,180 | $961.9K | 0.06% | +2,133+42.3% | Added |
| Profund Advisors LLC | 7,570 | $965.0K | 0.03% | −1,817−19.4% | Reduced |
| Spirepoint Private Client, LLC | 7,574 | $965.5K | 0.09% | +1,569+26.1% | Added |
| First Bank & Trust | 7,591 | $967.7K | 0.16% | −275−3.5% | Reduced |
| Integrated Investment Consultants, LLC | 7,632 | $972.9K | 0.19% | −116−1.5% | Reduced |
| Jaffetilchin Investment Partners, LLC | 7,645 | $974.6K | 0.06% | −819−9.7% | Reduced |
| HighPoint Advisor Group LLC | 7,650 | $975.2K | 0.02% | −917−10.7% | Reduced |
| Canandaigua National Bank & Trust Co | 7,662 | $976.8K | 0.09% | −599−7.3% | Reduced |
| Gridiron Partners, LLC | 7,716 | $983.6K | 0.56% | −657−7.8% | Reduced |
| CWA Asset Management Group, LLC | 7,764 | $989.7K | 0.04% | −17−0.2% | Reduced |
| James J. Burns & Company, LLC | 7,775 | $991.2K | 0.14% | 00.0% | Unchanged |
| Westpac Banking Corp | 7,778 | $991.5K | 0.06% | +2,980+62.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 7,801 | $994.5K | 0.16% | −1,165−13.0% | Reduced |
| Glenmede Trust Co NA | 7,815 | $996.3K | 0.00% | +7,815 | New |
| Corsair Capital Management, L.P. | 7,834 | $998.7K | 0.17% | +20.0% | Added |
| Central Trust Co | 7,850 | $1.00M | 0.02% | −258−3.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 7,878 | $1.00M | 0.03% | −89−1.1% | Reduced |
| VELA Investment Management, LLC | 7,880 | $1.00M | 0.27% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 7,835 | $1.01M | 0.30% | 00.0% | Unchanged |
| Allianz SE | 7,910 | $1.01M | 0.01% | −7,400−48.3% | Reduced |
| Guidance Capital, Inc | 8,173 | $1.01M | 0.25% | +281+3.6% | Added |
| Capital Counsel LLC | 7,936 | $1.01M | 0.04% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 7,938 | $1.01M | 0.00% | +13+0.2% | Added |
| Moody National Bank Trust Division | 7,960 | $1.01M | 0.10% | −3,176−28.5% | Reduced |
| Ossiam | 7,981 | $1.02M | 0.02% | −144,948−94.8% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,003 | $1.02M | 0.05% | +8,003 | New |
| Duncan Williams Asset Management, LLC | 9,749 | $1.02M | 0.25% | −758−7.2% | Reduced |
| Sterling Capital Management LLC | 8,029 | $1.02M | 0.02% | −902−10.1% | Reduced |
| LuminArx Capital Management LP | 20,000 | $1.03M | 0.98% | +20,000 | New |
| Advisor OS, LLC | 8,076 | $1.03M | 0.08% | −521−6.1% | Reduced |
| Groupama Asset Managment | 8,116 | $1.03M | 0.02% | −842−9.4% | Reduced |
| D.A. Davidson & Co. | 8,192 | $1.04M | 0.01% | −90−1.1% | Reduced |
| Zions Bancorporation, National Association | 8,254 | $1.05M | 0.05% | −858−9.4% | Reduced |
| Greenleaf Trust | 8,260 | $1.05M | 0.01% | −47−0.6% | Reduced |
| Trust Co of Toledo NA | 8,293 | $1.06M | 0.10% | +2,281+37.9% | Added |
| Uniting Wealth Partners, LLC | 8,300 | $1.06M | 0.32% | 00.0% | Unchanged |
| Allworth Financial LP | 8,476 | $1.08M | 0.00% | +1,645+24.1% | Added |
| RFG Advisory, LLC | 8,558 | $1.09M | 0.02% | −2,870−25.1% | Reduced |
| Centaurus Financial, Inc. | 8,703 | $1.11M | 0.05% | +1,317+17.8% | Added |
| Fideuram Asset Management (Ireland) dac | 8,240 | $1.11M | 0.09% | +8,240 | New |
| Global Retirement Partners, LLC | 8,770 | $1.12M | 0.02% | −1,157−11.7% | Reduced |
| Islay Capital Management, LLC | 8,797 | $1.12M | 0.66% | −977−10.0% | Reduced |
| Fiduciary Group LLC | 8,800 | $1.12M | 0.09% | +200+2.3% | Added |
| Raiffeisen Bank International AG | 8,735 | $1.12M | 0.01% | −488−5.3% | Reduced |
| Northeast Investment Management | 8,829 | $1.13M | 0.04% | −1,000−10.2% | Reduced |
| Aries Wealth Management | 8,864 | $1.13M | 0.25% | −500−5.3% | Reduced |
| Denali Advisors LLC | 8,964 | $1.14M | 0.13% | −46−0.5% | Reduced |
| E&G Advisors, LP | 8,982 | $1.15M | 0.26% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 9,073 | $1.16M | 0.01% | +2,011+28.5% | Added |
| Marnell Management LLC | 9,100 | $1.16M | 0.88% | +9,100 | New |
| GTS Securities LLC | 9,101 | $1.16M | 0.04% | +4,637+103.9% | Added |
| Ethic Inc. | 9,181 | $1.17M | 0.02% | +488+5.6% | Added |
| Bain Capital Public Equity, LP | 9,226 | $1.18M | 0.70% | +9,226 | New |
| Kraematon Investment Advisors, Inc | 9,236 | $1.18M | 0.94% | +403+4.6% | Added |
| CenterBook Partners LP | 9,260 | $1.18M | 0.06% | −177−1.9% | Reduced |
| Signaturefd, LLC | 9,322 | $1.19M | 0.02% | +653+7.5% | Added |
| BlueCrest Capital Management Ltd | 9,341 | $1.19M | 0.05% | +9,341 | New |
| Beaumont Financial Advisors, LLC | 9,365 | $1.19M | 0.08% | −18−0.2% | Reduced |
| Daymark Wealth Partners, LLC | 9,403 | $1.20M | 0.04% | −9,630−50.6% | Reduced |
| Gilbert & Cook, Inc. | 9,563 | $1.22M | 0.15% | +70+0.7% | Added |
| IHT Wealth Management, LLC | 9,571 | $1.22M | 0.03% | −379−3.8% | Reduced |
| Virtu Financial LLC | 9,571 | $1.22M | 0.05% | −14,966−61.0% | Reduced |
| Resources Investment Advisors, LLC. | 9,619 | $1.23M | 0.01% | −952−9.0% | Reduced |
| Consilium Wealth Advisory, LLC | 9,639 | $1.23M | 0.45% | +971+11.2% | Added |
| Tower Trust & Investment Co | 9,672 | $1.23M | 0.78% | +2,432+33.6% | Added |
| Golden State Equity Partners | 9,714 | $1.24M | 0.20% | +200+2.1% | Added |
| Riverpark Capital Management LLC | 9,749 | $1.24M | 2.40% | −1,166−10.7% | Reduced |
| United Bank | 9,769 | $1.25M | 0.42% | +2,254+30.0% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 9,774 | $1.25M | 2.86% | +9,774 | New |
| Forum Financial Management, LP | 9,811 | $1.25M | 0.02% | −1,142−10.4% | Reduced |
| Portfolio Design Labs, LLC | 9,872 | $1.26M | 0.21% | +743+8.1% | Added |
| Kestra Private Wealth Services, LLC | 9,902 | $1.26M | 0.02% | −419−4.1% | Reduced |
| Tred Avon Family Wealth, LLC | 9,924 | $1.27M | 0.41% | +550+5.9% | Added |
| Caption Management, LLC | 10,000 | $1.27M | 0.06% | +2,800+38.9% | Added |
| Everence Capital Management Inc | 10,006 | $1.28M | 0.08% | +94+0.9% | Added |
| Fred Alger Management, LLC | 10,013 | $1.28M | 0.01% | +10,013 | New |
| CAPROCK Group, Inc. | 10,044 | $1.28M | 0.03% | +3,850+62.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,087 | $1.29M | 0.04% | +10,087 | New |
| Clear Harbor Asset Management, LLC | 10,129 | $1.29M | 0.09% | +40.0% | Added |
| Darwin Advisors, LLC | 10,188 | $1.30M | 0.40% | +1,617+18.9% | Added |
| Snowden Capital Advisors LLC | 10,244 | $1.31M | 0.03% | −137−1.3% | Reduced |
| Institute for Wealth Management, LLC. | 10,260 | $1.31M | 0.14% | −476−4.4% | Reduced |
| Meeder Advisory Services, Inc. | 10,456 | $1.33M | 0.06% | +319+3.1% | Added |
| TCW Group Inc | 10,473 | $1.34M | 0.01% | +10,473 | New |
| Arrowstreet Capital, Limited Partnership | 10,580 | $1.35M | 0.00% | +10,580 | New |
| Volterra Technologies LP | 10,712 | $1.37M | 1.40% | +6,972+186.4% | Added |
| Pacific Capital Partners Ltd | 10,750 | $1.37M | 1.46% | +7,000+186.7% | Added |
| Wernau Asset Management Inc. | 10,773 | $1.37M | 1.36% | +127+1.2% | Added |
| Segment Wealth Management, LLC | 10,779 | $1.37M | 0.08% | 00.0% | Unchanged |
| Sciencast Management LP | 10,797 | $1.38M | 0.19% | −23,296−68.3% | Reduced |
| Steadtrust LLC | 10,800 | $1.38M | 0.85% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 10,805 | $1.38M | 0.27% | −262−2.4% | Reduced |
| Teton Advisors, LLC | 11,000 | $1.40M | 0.97% | −3,500−24.1% | Reduced |
| Trueblood Wealth Management, LLC | 11,000 | $1.40M | 0.55% | +24+0.2% | Added |
| Guardian Investment Management | 10,878 | $1.41M | 1.13% | +30.0% | Added |