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 |
|---|---|---|---|---|---|
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 670 | $85.4K | 0.02% | 00.0% | Unchanged |
| Quarry LP | 659 | $84.0K | 0.01% | −329−33.3% | Reduced |
| Lodestone Wealth Management LLC | 651 | $83.0K | 0.03% | +651 | New |
| Ostrum Asset Management | 641 | $81.7K | 0.00% | −214−25.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 615 | $78.4K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 605 | $77.1K | 0.02% | +1+0.2% | Added |
| American Capital Advisory, LLC | 595 | $75.9K | 0.03% | +9+1.5% | Added |
| Oakworth Capital, Inc. | 591 | $75.3K | 0.00% | +591 | New |
| Arcadia Investment Management Corp | 568 | $72.4K | 0.01% | 00.0% | Unchanged |
| Kings Path Partners LLC | 556 | $70.9K | 0.02% | 00.0% | Unchanged |
| Eastern Bank | 544 | $69.3K | 0.00% | −118−17.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 535 | $68.2K | 0.00% | +535 | New |
| SJS Investment Consulting Inc. | 526 | $67.1K | 0.01% | +14+2.7% | Added |
| Greenline Wealth Management LLC | 525 | $66.9K | 0.07% | +525 | New |
| Optiver Holding B.V. | 509 | $64.9K | 0.00% | −1,101−68.4% | Reduced |
| Compagnie Lombard Odier SCmA | 500 | $63.7K | 0.00% | −265−34.6% | Reduced |
| Grove Bank & Trust | 499 | $63.6K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 485 | $61.8K | 0.00% | +3+0.6% | Added |
| NBC Securities, Inc. | 484 | $61.7K | 0.00% | +1+0.2% | Added |
| Salomon & Ludwin, LLC | 458 | $61.6K | 0.01% | +177+63.0% | Added |
| VSM Wealth Advisory, LLC | 481 | $61.4K | 0.02% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 510 | $59.6K | 0.01% | 00.0% | Unchanged |
| Capula Management Ltd | 466 | $59.4K | 0.00% | −85−15.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 450 | $58.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 445 | $56.7K | 0.00% | +15+3.5% | Added |
| BankPlus Trust Department | 440 | $56.1K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 437 | $55.7K | 0.01% | +10+2.3% | Added |
| Barnes Dennig Private Wealth Management LLC | 436 | $55.6K | 0.06% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 433 | $55.3K | 0.03% | −39−8.3% | Reduced |
| Bruce G. Allen Investments, LLC | 433 | $55.2K | 0.04% | −107−19.8% | Reduced |
| Mountain Hill Investment Partners Corp. | 430 | $54.8K | 0.04% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 417 | $53.2K | 0.00% | −39−8.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 408 | $52.0K | 0.01% | +280+218.8% | Added |
| Stephenson National Bank & Trust | 384 | $49.0K | 0.01% | +271+239.8% | Added |
| Richardson Financial Services Inc. | 377 | $48.1K | 0.03% | +152+67.6% | Added |
| Smithfield Trust Co | 346 | $44.0K | 0.00% | −100−22.4% | Reduced |
| Covestor Ltd | 347 | $44.0K | 0.02% | −29−7.7% | Reduced |
| WPG Advisers, LLC | 335 | $42.7K | 0.03% | −293−46.7% | Reduced |
| Rocky Mountain Advisers, LLC | 327 | $41.7K | 0.01% | +327 | New |
| CGC Financial Services, LLC | 325 | $41.4K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 320 | $40.8K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 314 | $40.0K | 0.00% | +166+112.2% | Added |
| Truvestments Capital LLC | 310 | $39.5K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 306 | $39.0K | 0.02% | −302−49.7% | Reduced |
| GW&K Investment Management, LLC | 308 | $39.0K | 0.00% | +1+0.3% | Added |
| EFG International AG | 300 | $38.2K | 0.00% | +300 | New |
| First United Bank Trust | 299 | $38.1K | 0.01% | −250−45.5% | Reduced |
| Deseret Mutual Benefit Administrators | 288 | $36.7K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 287 | $36.6K | 0.04% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 288 | $36.2K | 0.00% | −440−60.4% | Reduced |
| Atlantic Union Bankshares Corp | 283 | $36.1K | 0.00% | +31+12.3% | Added |
| DiNuzzo Private Wealth, Inc. | 275 | $35.1K | 0.00% | −1−0.4% | Reduced |
| Kemnay Advisory Services Inc. | 272 | $34.7K | 0.01% | +272 | New |
| MV Capital Management, Inc. | 245 | $31.2K | 0.00% | −5−2.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 243 | $31.0K | 0.00% | +243 | New |
| Armstrong Advisory Group, Inc | 232 | $29.6K | 0.00% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 230 | $29.3K | 0.02% | +230 | New |
| South State Corp. | 228 | $29.1K | 0.00% | +148+185.0% | Added |
| Elyxium Wealth, LLC | 215 | $27.4K | 0.01% | +215 | New |
| Washington Trust Advisors, Inc. | 208 | $26.5K | 0.00% | +208 | New |
| GGM Financials LLC | 206 | $26.2K | 0.01% | +1+0.5% | Added |
| Crews Bank & Trust | 204 | $26.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $25.5K | 0.00% | −199−49.9% | Reduced |
| ESL Trust Services, LLC | 200 | $25.5K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 199 | $25.4K | 0.00% | −146−42.3% | Reduced |
| Pinnacle Bancorp, Inc. | 198 | $25.2K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 194 | $24.7K | 0.00% | −1,462−88.3% | Reduced |
| Hollencrest Capital Management | 190 | $24.2K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 186 | $23.7K | 0.00% | +53+39.8% | Added |
| Morse Asset Management, Inc | 185 | $23.6K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 180 | $23.0K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 171 | $21.8K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 164 | $20.9K | 0.01% | −17−9.4% | Reduced |
| Crewe Advisors LLC | 161 | $20.6K | 0.00% | +8+5.2% | Added |
| Financial Management Professionals, Inc. | 159 | $20.3K | 0.00% | −17−9.7% | Reduced |
| Penserra Capital Management LLC | 159 | $20.0K | 0.00% | −4,705−96.7% | Reduced |
| Meeder Asset Management Inc | 154 | $19.6K | 0.00% | −7−4.3% | Reduced |
| Activest Wealth Management | 148 | $18.9K | 0.00% | +26+21.3% | Added |
| Howard Hughes Medical Institute | 147 | $18.7K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 147 | $18.7K | 0.00% | +44+42.7% | Added |
| Elequin Capital LP | 144 | $18.4K | 0.00% | +144 | New |
| Estate Planners Group, LLC | 135 | $17.2K | 0.01% | +135 | New |
| Atlantic Edge Private Wealth Management, LLC | 130 | $16.6K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 122 | $15.6K | 0.00% | +110+916.7% | Added |
| HM Payson & Co | 119 | $15.2K | 0.00% | +27+29.3% | Added |
| Insight Financial Services | 119 | $15.2K | 0.01% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 125 | $15.0K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 113 | $14.4K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 109 | $13.9K | 0.00% | 00.0% | Unchanged |
| Laurion Capital Management LP | 109 | $13.9K | 0.00% | −51,453−99.8% | Reduced |
| Kilter Group LLC | 107 | $13.6K | 0.01% | +54+101.9% | Added |
| Basecamp Wealth Advisors LLC | 106 | $13.5K | 0.00% | +106 | New |
| Wilkerson Advisory Group LLC | 101 | $12.9K | 0.00% | +101 | New |
| Innovative Advisory Group, LLC | 100 | $12.7K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 95 | $12.1K | 0.01% | +95 | New |
| Capital Advisors, Ltd. LLC | 91 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 89 | $11.3K | 0.01% | −197−68.9% | Reduced |
| Murphy & Mullick Capital Management Corp | 89 | $11.3K | 0.01% | 00.0% | Unchanged |
| NCP Inc. | 86 | $11.0K | 0.01% | +86 | New |
| Princeton Global Asset Management LLC | 85 | $10.8K | 0.00% | 00.0% | Unchanged |