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 |
|---|---|---|---|---|---|
| Edmond de Rothschild Holding S.A. | 36,754 | $4.69M | 0.07% | −11,262−23.5% | Reduced |
| Rothschild Investment LLC | 36,112 | $4.60M | 0.25% | −340−0.9% | Reduced |
| CFM Wealth Partners LLC | 36,014 | $4.59M | 0.66% | +1,687+4.9% | Added |
| Northside Capital Management, LLC | 35,856 | $4.57M | 0.40% | +113+0.3% | Added |
| Jamison Private Wealth Management, Inc. | 35,465 | $4.52M | 0.55% | −427−1.2% | Reduced |
| Louisiana State Employees Retirement System | 35,100 | $4.47M | 0.08% | −900−2.5% | Reduced |
| Hancock Whitney Corp | 35,032 | $4.47M | 0.08% | +1,376+4.1% | Added |
| Toroso Investments, LLC | 34,497 | $4.40M | 0.02% | −7,907−18.6% | Reduced |
| TD Private Client Wealth LLC | 34,448 | $4.39M | 0.09% | −11,322−24.7% | Reduced |
| XTX Topco Ltd | 34,434 | $4.39M | 0.12% | +8,180+31.2% | Added |
| Infrastructure Capital Advisors, LLC | 33,946 | $4.33M | 0.48% | +9,602+39.4% | Added |
| Crossmark Global Holdings, Inc. | 33,940 | $4.33M | 0.06% | +5,005+17.3% | Added |
| Maryland State Retirement & Pension System | 33,673 | $4.29M | 0.09% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 33,384 | $4.26M | 0.16% | −6,393−16.1% | Reduced |
| First Trust Advisors LP | 33,013 | $4.21M | 0.00% | −22,809−40.9% | Reduced |
| Bearing Point Capital, LLC | 32,711 | $4.17M | 0.65% | −1,800−5.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 32,689 | $4.17M | 0.13% | +22,880+233.3% | Added |
| New Mexico Educational Retirement Board | 32,100 | $4.09M | 0.12% | +1,500+4.9% | Added |
| Gillson Capital LP | 31,800 | $4.05M | 0.27% | +31,800 | New |
| ING Groep NV | 31,749 | $4.05M | 0.02% | −588−1.8% | Reduced |
| Principal Securities, Inc. | 31,696 | $4.04M | 0.06% | +1,996+6.7% | Added |
| Empowered Funds, LLC | 31,537 | $4.02M | 0.07% | −399−1.2% | Reduced |
| Leonteq Securities AG | 31,536 | $4.02M | 0.22% | +10,040+46.7% | Added |
| Proficio Capital Partners LLC | 31,434 | $4.01M | 0.28% | −19−0.1% | Reduced |
| Gulf International Bank (UK) Ltd | 31,373 | $4.00M | 0.13% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 31,119 | $3.97M | 0.05% | −945−2.9% | Reduced |
| ASR Vermogensbeheer N.V. | 30,936 | $3.94M | 0.05% | −2,014−6.1% | Reduced |
| Atria Investments LLC | 30,757 | $3.92M | 0.04% | +4,123+15.5% | Added |
| JustInvest LLC | 30,309 | $3.86M | 0.04% | +10,109+50.0% | Added |
| Lazard Asset Management LLC | 30,286 | $3.86M | 0.01% | +11,478+61.0% | Added |
| Vestcor Inc | 30,268 | $3.86M | 0.11% | +12,900+74.3% | Added |
| Guardian Wealth Management, Inc. | 30,060 | $3.83M | 2.25% | −1,181−3.8% | Reduced |
| Vontobel Holding Ltd. | 29,981 | $3.82M | 0.01% | −21,842−42.1% | Reduced |
| Farther Finance Advisors, LLC | 29,714 | $3.79M | 0.04% | +3,877+15.0% | Added |
| Mesirow Financial Investment Management, Inc. | 29,677 | $3.78M | 0.08% | −1,765−5.6% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 29,416 | $3.75M | 0.10% | −4,330−12.8% | Reduced |
| Pensionmark Financial Group, LLC | 29,392 | $3.75M | 0.06% | +6,089+26.1% | Added |
| Park Avenue Securities LLC | 29,006 | $3.70M | 0.03% | +1,655+6.1% | Added |
| Integrated Advisors Network LLC | 28,963 | $3.69M | 0.16% | −21,630−42.8% | Reduced |
| Blair William & Co | 28,783 | $3.67M | 0.01% | −2,004−6.5% | Reduced |
| M&T Bank Corp | 28,542 | $3.64M | 0.01% | +10,939+62.1% | Added |
| Bleakley Financial Group, LLC | 28,261 | $3.60M | 0.06% | −11,740−29.3% | Reduced |
| MUFG Securities EMEA plc | 28,133 | $3.59M | 0.04% | +15,002+114.2% | Added |
| Curbstone Financial Management Corp | 28,088 | $3.58M | 0.69% | −1,030−3.5% | Reduced |
| Cooper Investors Pty Ltd | 27,703 | $3.53M | 1.17% | +27,703 | New |
| Wesbanco Bank Inc | 27,696 | $3.53M | 0.10% | +2,099+8.2% | Added |
| Mycio Wealth Partners, LLC | 27,650 | $3.52M | 0.73% | 00.0% | Unchanged |
| Banco Bilbao Vizcaya Argentaria, S.A. | 27,111 | $3.46M | 0.02% | +7,499+38.2% | Added |
| Sequoia Financial Advisors, LLC | 27,085 | $3.45M | 0.02% | +2,674+11.0% | Added |
| Accuvest Global Advisors | 26,604 | $3.39M | 2.50% | −8,848−25.0% | Reduced |
| Alps Advisors Inc | 26,540 | $3.38M | 0.02% | −3,850−12.7% | Reduced |
| J.W. Cole Advisors, Inc. | 26,570 | $3.37M | 0.08% | +194+0.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 26,120 | $3.33M | 0.01% | +3,734+16.7% | Added |
| Boothbay Fund Management, LLC | 26,103 | $3.33M | 0.09% | +3,049+13.2% | Added |
| Cumberland Partners Ltd | 25,998 | $3.31M | 0.20% | +207+0.8% | Added |
| Metis Global Partners, LLC | 25,962 | $3.31M | 0.08% | −1,276−4.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 25,715 | $3.28M | 0.11% | +773+3.1% | Added |
| Basswood Capital Management, L.L.C. | 25,666 | $3.27M | 0.14% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 25,589 | $3.26M | 0.76% | +29+0.1% | Added |
| Ingalls & Snyder LLC | 25,460 | $3.25M | 0.12% | −50−0.2% | Reduced |
| Cacti Asset Management LLC | 25,050 | $3.24M | 0.20% | −8,230−24.7% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 25,287 | $3.22M | 0.09% | +4,556+22.0% | Added |
| Advisors Preferred, LLC | 25,000 | $3.22M | 0.53% | +1,500+6.4% | Added |
| Merit Financial Group, LLC | 25,209 | $3.21M | 0.03% | −7,487−22.9% | Reduced |
| Fifth Third Bancorp | 25,163 | $3.21M | 0.01% | −3,229−11.4% | Reduced |
| Equitable Trust Co | 25,059 | $3.19M | 0.14% | +596+2.4% | Added |
| Louisbourg Investments Inc. | 31,575 | $3.17M | 0.63% | +6,218+24.5% | Added |
| AG2R la Mondiale Gestion D'Actifs | 24,774 | $3.16M | 0.14% | +1,456+6.2% | Added |
| Tower Research Capital LLC (TRC) | 24,695 | $3.15M | 0.08% | +5,357+27.7% | Added |
| Havemeyer Place LP | 24,660 | $3.14M | 0.62% | +24,660 | New |
| Davidson Kahn Capital Management, LLC | 24,641 | $3.14M | 1.63% | +934+3.9% | Added |
| Third View Private Wealth, LLC | 24,523 | $3.13M | 0.42% | +24,523 | New |
| First Interstate Bank | 24,502 | $3.12M | 0.17% | −221−0.9% | Reduced |
| Barr E S & Co | 24,425 | $3.11M | 0.16% | −800−3.2% | Reduced |
| Omers Administration Corp | 24,393 | $3.11M | 0.02% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 24,382 | $3.11M | 0.04% | +3,811+18.5% | Added |
| TCG Advisory Services, LLC | 24,056 | $3.07M | 0.08% | −66−0.3% | Reduced |
| North Dakota State Investment Board | 23,251 | $2.96M | 0.11% | +23,251 | New |
| Summit Trail Advisors, LLC | 23,095 | $2.94M | 0.05% | −1,671−6.7% | Reduced |
| Prime Capital Investment Advisors, LLC | 22,745 | $2.90M | 0.04% | −5,970−20.8% | Reduced |
| Castle Hook Partners LP | 22,303 | $2.84M | 0.04% | +22,303 | New |
| Northwestern Mutual Investment Management Company, LLC | 21,930 | $2.80M | 0.03% | +65+0.3% | Added |
| Capital Analysts, LLC | 21,865 | $2.79M | 0.08% | −131−0.6% | Reduced |
| Benjamin Edwards Inc | 21,777 | $2.78M | 0.03% | +3,480+19.0% | Added |
| Southeast Asset Advisors Inc. | 20,997 | $2.68M | 0.25% | −1,850−8.1% | Reduced |
| Siemens Fonds Invest GmbH | 20,746 | $2.67M | 0.14% | −3,937−16.0% | Reduced |
| MAI Capital Management | 20,622 | $2.63M | 0.02% | +54+0.3% | Added |
| Mission Wealth Management, LP | 20,567 | $2.62M | 0.05% | +110+0.5% | Added |
| GM Advisory Group, Inc. | 20,381 | $2.60M | 0.10% | +9,447+86.4% | Added |
| Next Capital Management LLC | 20,273 | $2.58M | 0.83% | 00.0% | Unchanged |
| Capital Fund Management S.A. | 20,239 | $2.58M | 0.02% | +20,239 | New |
| Cove Private Wealth, LLC | 20,127 | $2.57M | 0.76% | −1,500−6.9% | Reduced |
| MONECO Advisors, LLC | 20,097 | $2.56M | 0.20% | −4,445−18.1% | Reduced |
| Venture Visionary Partners LLC | 20,040 | $2.55M | 0.08% | −1,495−6.9% | Reduced |
| Callan Family Office, LLC | 19,960 | $2.54M | 0.05% | +5,004+33.5% | Added |
| Castleview Partners, LLC | 19,924 | $2.54M | 1.26% | +19,924 | New |
| PenderFund Capital Management Ltd. | 19,740 | $2.52M | 0.40% | +9,500+92.8% | Added |
| Concurrent Investment Advisors, LLC | 19,728 | $2.51M | 0.03% | +10,982+125.6% | Added |
| AIA Group Ltd | 19,670 | $2.51M | 0.04% | +19,670 | New |
| Arkadios Wealth Advisors | 19,387 | $2.47M | 0.05% | −214−1.1% | Reduced |