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 |
|---|---|---|---|---|---|
| Apollon Wealth Management, LLC | 19,243 | $2.45M | 0.04% | +821+4.5% | Added |
| Osmosis Investment Management UK Ltd | 19,220 | $2.45M | 0.06% | +19,220 | New |
| Andra AP-fonden | 19,100 | $2.43M | 0.03% | +19,100 | New |
| Clearstead Advisors, LLC | 18,985 | $2.42M | 0.03% | +2,166+12.9% | Added |
| Rational Advisors LLC | 18,925 | $2.41M | 0.25% | −4,425−19.0% | Reduced |
| RDA Financial Network | 18,915 | $2.41M | 0.58% | +519+2.8% | Added |
| Checchi Capital Advisers, LLC | 18,812 | $2.40M | 0.16% | −38−0.2% | Reduced |
| Securian Asset Management, Inc | 18,662 | $2.38M | 0.09% | −14,468−43.7% | Reduced |
| VCI Wealth Management LLC | 18,553 | $2.37M | 0.66% | +7,771+72.1% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 18,498 | $2.36M | 0.07% | 00.0% | Unchanged |
| Connable Office Inc | 18,490 | $2.36M | 0.22% | −25−0.1% | Reduced |
| MUFG Securities Americas Inc. | 18,490 | $2.36M | 0.15% | −10−0.1% | Reduced |
| Parallel Advisors, LLC | 18,260 | $2.33M | 0.04% | −712−3.8% | Reduced |
| Cander Asset Management LP | 18,174 | $2.32M | 0.43% | +18,174 | New |
| Capital Group Investment Management Pte. Ltd. | 18,109 | $2.31M | 0.37% | +15,927+729.9% | Added |
| RSM US Wealth Management LLC | 17,927 | $2.31M | 0.03% | +3,136+21.2% | Added |
| CIBC Private Wealth Group, LLC | 18,058 | $2.30M | 0.00% | −2,104−10.4% | Reduced |
| Ar Asset Management Inc | 18,000 | $2.29M | 0.47% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 17,972 | $2.29M | 0.15% | +17,972 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 17,847 | $2.28M | 0.15% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 17,604 | $2.24M | 0.07% | +7,172+68.8% | Added |
| Franklin Street Advisors Inc | 17,547 | $2.24M | 0.13% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 17,527 | $2.23M | 0.10% | +1,300+8.0% | Added |
| Lee Danner & Bass Inc | 17,371 | $2.21M | 0.16% | −1,700−8.9% | Reduced |
| Iridian Asset Management LLC | 17,258 | $2.20M | 0.81% | +853+5.2% | Added |
| Bryn Mawr Trust Co | 17,251 | $2.20M | 0.05% | −407−2.3% | Reduced |
| Intech Investment Management LLC | 17,237 | $2.20M | 0.02% | −3,462−16.7% | Reduced |
| Cross Staff Investments Inc | 17,237 | $2.20M | 1.35% | −231−1.3% | Reduced |
| Sierra Capital LLC | 17,223 | $2.20M | 0.23% | −1,700−9.0% | Reduced |
| Canada Post Corp Registered Pension Plan | 17,180 | $2.19M | 0.08% | +3,640+26.9% | Added |
| LB Partners LLC | 17,100 | $2.18M | 2.01% | 00.0% | Unchanged |
| Cordoba Advisory Partners LLC | 16,945 | $2.17M | 0.54% | +16,945 | New |
| Independent Advisor Alliance | 16,842 | $2.15M | 0.05% | −979−5.5% | Reduced |
| Harbor Capital Advisors, Inc. | 16,488 | $2.10M | 0.16% | −24−0.1% | Reduced |
| Beacon Pointe Advisors, LLC | 16,415 | $2.09M | 0.01% | +3,803+30.2% | Added |
| Morningstar Investment Management LLC | 16,347 | $2.08M | 0.12% | −45,920−73.7% | Reduced |
| Private Advisor Group, LLC | 16,340 | $2.08M | 0.01% | +292+1.8% | Added |
| Zhang Financial LLC | 16,213 | $2.07M | 0.08% | +258+1.6% | Added |
| Guggenheim Capital LLC | 16,116 | $2.05M | 0.02% | −1,069−6.2% | Reduced |
| Lynx Capital Group Ltd | 16,071 | $2.05M | 0.94% | 00.0% | Unchanged |
| Ally Financial Inc. | 16,000 | $2.04M | 0.25% | +16,000 | New |
| Equitable Holdings, Inc. | 15,792 | $2.01M | 0.01% | −863−5.2% | Reduced |
| Lansing Street Advisors | 15,788 | $2.01M | 0.52% | −12−0.1% | Reduced |
| RiverPark Advisors, LLC | 15,747 | $2.01M | 0.58% | −488−3.0% | Reduced |
| Waterway Wealth Management, LLC | 15,613 | $1.99M | 0.45% | +4,825+44.7% | Added |
| BNP Paribas | 15,575 | $1.99M | 0.06% | +279+1.8% | Added |
| Wellington Shields Capital Management, LLC | 15,495 | $1.98M | 0.29% | −4,394−22.1% | Reduced |
| Essex Financial Services, Inc. | 15,317 | $1.95M | 0.11% | +345+2.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 15,310 | $1.95M | 0.01% | −578−3.6% | Reduced |
| Financial Management Network Inc | 14,843 | $1.91M | 0.30% | −2,582−14.8% | Reduced |
| Banque Cantonale Vaudoise | 15,000 | $1.91M | 0.07% | +11,457+323.4% | Added |
| Level Four Advisory Services, LLC | 14,966 | $1.91M | 0.06% | +2,411+19.2% | Added |
| Grange Capital, LLC | 14,943 | $1.90M | 1.83% | +1,240+9.0% | Added |
| Keybank National Association | 14,839 | $1.89M | 0.01% | −15,683−51.4% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 14,827 | $1.89M | 0.38% | 00.0% | Unchanged |
| GAMMA Investing LLC | 14,729 | $1.88M | 0.09% | −198−1.3% | Reduced |
| IFC Advisors LLC | 14,534 | $1.85M | 0.27% | −227−1.5% | Reduced |
| Advisory Services Network, LLC | 14,391 | $1.83M | 0.03% | +625+4.5% | Added |
| Quadrant Capital Group LLC | 14,341 | $1.83M | 0.06% | +4,349+43.5% | Added |
| Itau Unibanco Holding S.A. | 14,140 | $1.82M | 0.04% | +4,062+40.3% | Added |
| CWM, LLC | 14,261 | $1.82M | 0.00% | +4,132+40.8% | Added |
| Ascent Group, LLC | 14,222 | $1.81M | 0.06% | −970−6.4% | Reduced |
| Citizens & Northern Corp | 14,168 | $1.81M | 0.45% | +14,168 | New |
| TFR Capital, LLC. | 14,090 | $1.80M | 0.59% | +290+2.1% | Added |
| Commerce Bank | 14,062 | $1.79M | 0.01% | −283−2.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,453 | $1.79M | 0.02% | +453+3.0% | Added |
| Horizon Investments, LLC | 13,972 | $1.78M | 0.02% | −350−2.4% | Reduced |
| Choate Investment Advisors | 13,961 | $1.78M | 0.03% | 00.0% | Unchanged |
| Bokf, NA | 13,956 | $1.78M | 0.03% | −7,710−35.6% | Reduced |
| Walter & Keenan Financial Consulting Co | 13,785 | $1.76M | 0.47% | +10+0.1% | Added |
| Cushing Capital Partners, LLC | 13,672 | $1.74M | 1.29% | −563−4.0% | Reduced |
| First National Bank Sioux Falls | 13,637 | $1.74M | 0.52% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 13,569 | $1.73M | 0.13% | +386+2.9% | Added |
| Bradley Foster & Sargent Inc | 13,100 | $1.67M | 0.02% | −1,495−10.2% | Reduced |
| Fulton Bank, N.A. | 13,088 | $1.67M | 0.06% | −557−4.1% | Reduced |
| Tema ETFs LLC | 12,979 | $1.65M | 0.13% | +2,241+20.9% | Added |
| Vestmark Advisory Solutions, Inc. | 12,923 | $1.65M | 0.02% | +4,108+46.6% | Added |
| Leo Wealth, LLC | 12,922 | $1.65M | 0.12% | +10,668+473.3% | Added |
| Marks Group Wealth Management, Inc | 12,831 | $1.64M | 0.16% | +8,134+173.2% | Added |
| Trexquant Investment LP | 12,804 | $1.63M | 0.01% | +12,804 | New |
| Greenline Partners, LLC | 12,783 | $1.63M | 0.19% | 00.0% | Unchanged |
| Oak Thistle LLC | 12,610 | $1.61M | 0.22% | −1,658−11.6% | Reduced |
| Avalon Trust Co | 12,301 | $1.57M | 0.10% | +392+3.3% | Added |
| Generali Asset Management SPA SGR | 12,240 | $1.56M | 0.03% | −25,083−67.2% | Reduced |
| Axxcess Wealth Management, LLC | 12,237 | $1.56M | 0.03% | +10,587+641.6% | Added |
| Fidelis Capital Partners, LLC | 12,185 | $1.55M | 0.11% | −2,794−18.7% | Reduced |
| Western Wealth Management, LLC | 12,134 | $1.55M | 0.07% | +1,570+14.9% | Added |
| Gabelli & Co Investment Advisers, Inc. | 12,000 | $1.53M | 0.23% | −4,000−25.0% | Reduced |
| Buckland Partners Management Co LLC | 12,000 | $1.53M | 0.85% | +12,000 | New |
| Oxford Asset Management LLP | 11,953 | $1.52M | 0.54% | +3,571+42.6% | Added |
| Laird Norton Trust Company, LLC | 11,755 | $1.50M | 0.03% | +11,755 | New |
| Polymer Capital Management (US) LLC | 11,691 | $1.49M | 0.19% | +6,511+125.7% | Added |
| Stratos Wealth Partners, LTD. | 11,568 | $1.47M | 0.02% | −1,530−11.7% | Reduced |
| Vise Technologies, Inc. | 11,552 | $1.47M | 0.03% | +1,441+14.3% | Added |
| Meketa Investment Group Inc | 11,521 | $1.47M | 4.96% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 11,400 | $1.45M | 0.01% | +11,400 | New |
| Winthrop Partners - WNY, LLC | 11,363 | $1.45M | 0.78% | +11,363 | New |
| AlTi Global, Inc. | 11,338 | $1.45M | 0.03% | −37−0.3% | Reduced |
| Northwest & Ethical Investments L.P. | 11,162 | $1.44M | 0.03% | −2,213−16.5% | Reduced |
| Chemistry Wealth Management LLC | 11,238 | $1.43M | 0.27% | −1,004−8.2% | Reduced |