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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 13,841 | $1.43M | 0.03% | −103−0.7% | Reduced |
| Spire Wealth Management | 11,137 | $1.42M | 0.05% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 11,130 | $1.42M | 0.26% | 00.0% | Unchanged |
| Guardian Investment Management | 10,878 | $1.41M | 1.13% | +30.0% | Added |
| Trueblood Wealth Management, LLC | 11,000 | $1.40M | 0.55% | +24+0.2% | Added |
| Teton Advisors, LLC | 11,000 | $1.40M | 0.97% | −3,500−24.1% | Reduced |
| Element Pointe Advisors, LLC | 10,805 | $1.38M | 0.27% | −262−2.4% | Reduced |
| Steadtrust LLC | 10,800 | $1.38M | 0.85% | 00.0% | Unchanged |
| Sciencast Management LP | 10,797 | $1.38M | 0.19% | −23,296−68.3% | Reduced |
| Segment Wealth Management, LLC | 10,779 | $1.37M | 0.08% | 00.0% | Unchanged |
| Wernau Asset Management Inc. | 10,773 | $1.37M | 1.36% | +127+1.2% | Added |
| Pacific Capital Partners Ltd | 10,750 | $1.37M | 1.46% | +7,000+186.7% | Added |
| Volterra Technologies LP | 10,712 | $1.37M | 1.40% | +6,972+186.4% | Added |
| Arrowstreet Capital, Limited Partnership | 10,580 | $1.35M | 0.00% | +10,580 | New |
| TCW Group Inc | 10,473 | $1.34M | 0.01% | +10,473 | New |
| Meeder Advisory Services, Inc. | 10,456 | $1.33M | 0.06% | +319+3.1% | Added |
| Institute for Wealth Management, LLC. | 10,260 | $1.31M | 0.14% | −476−4.4% | Reduced |
| Snowden Capital Advisors LLC | 10,244 | $1.31M | 0.03% | −137−1.3% | Reduced |
| Darwin Advisors, LLC | 10,188 | $1.30M | 0.40% | +1,617+18.9% | Added |
| Clear Harbor Asset Management, LLC | 10,129 | $1.29M | 0.09% | +40.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,087 | $1.29M | 0.04% | +10,087 | New |
| CAPROCK Group, Inc. | 10,044 | $1.28M | 0.03% | +3,850+62.2% | Added |
| Fred Alger Management, LLC | 10,013 | $1.28M | 0.01% | +10,013 | New |
| Everence Capital Management Inc | 10,006 | $1.28M | 0.08% | +94+0.9% | Added |
| Caption Management, LLC | 10,000 | $1.27M | 0.06% | +2,800+38.9% | Added |
| Tred Avon Family Wealth, LLC | 9,924 | $1.27M | 0.41% | +550+5.9% | Added |
| Kestra Private Wealth Services, LLC | 9,902 | $1.26M | 0.02% | −419−4.1% | Reduced |
| Portfolio Design Labs, LLC | 9,872 | $1.26M | 0.21% | +743+8.1% | Added |
| Forum Financial Management, LP | 9,811 | $1.25M | 0.02% | −1,142−10.4% | Reduced |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 9,774 | $1.25M | 2.86% | +9,774 | New |
| United Bank | 9,769 | $1.25M | 0.42% | +2,254+30.0% | Added |
| Riverpark Capital Management LLC | 9,749 | $1.24M | 2.40% | −1,166−10.7% | Reduced |
| Golden State Equity Partners | 9,714 | $1.24M | 0.20% | +200+2.1% | Added |
| Tower Trust & Investment Co | 9,672 | $1.23M | 0.78% | +2,432+33.6% | Added |
| Consilium Wealth Advisory, LLC | 9,639 | $1.23M | 0.45% | +971+11.2% | Added |
| Resources Investment Advisors, LLC. | 9,619 | $1.23M | 0.01% | −952−9.0% | Reduced |
| Virtu Financial LLC | 9,571 | $1.22M | 0.05% | −14,966−61.0% | Reduced |
| IHT Wealth Management, LLC | 9,571 | $1.22M | 0.03% | −379−3.8% | Reduced |
| Gilbert & Cook, Inc. | 9,563 | $1.22M | 0.15% | +70+0.7% | Added |
| Daymark Wealth Partners, LLC | 9,403 | $1.20M | 0.04% | −9,630−50.6% | Reduced |
| Beaumont Financial Advisors, LLC | 9,365 | $1.19M | 0.08% | −18−0.2% | Reduced |
| BlueCrest Capital Management Ltd | 9,341 | $1.19M | 0.05% | +9,341 | New |
| Signaturefd, LLC | 9,322 | $1.19M | 0.02% | +653+7.5% | Added |
| CenterBook Partners LP | 9,260 | $1.18M | 0.06% | −177−1.9% | Reduced |
| Kraematon Investment Advisors, Inc | 9,236 | $1.18M | 0.94% | +403+4.6% | Added |
| Bain Capital Public Equity, LP | 9,226 | $1.18M | 0.70% | +9,226 | New |
| Ethic Inc. | 9,181 | $1.17M | 0.02% | +488+5.6% | Added |
| GTS Securities LLC | 9,101 | $1.16M | 0.04% | +4,637+103.9% | Added |
| Marnell Management LLC | 9,100 | $1.16M | 0.88% | +9,100 | New |
| Coldstream Capital Management Inc | 9,073 | $1.16M | 0.01% | +2,011+28.5% | Added |
| E&G Advisors, LP | 8,982 | $1.15M | 0.26% | 00.0% | Unchanged |
| Denali Advisors LLC | 8,964 | $1.14M | 0.13% | −46−0.5% | Reduced |
| Aries Wealth Management | 8,864 | $1.13M | 0.25% | −500−5.3% | Reduced |
| Northeast Investment Management | 8,829 | $1.13M | 0.04% | −1,000−10.2% | Reduced |
| Raiffeisen Bank International AG | 8,735 | $1.12M | 0.01% | −488−5.3% | Reduced |
| Fiduciary Group LLC | 8,800 | $1.12M | 0.09% | +200+2.3% | Added |
| Islay Capital Management, LLC | 8,797 | $1.12M | 0.66% | −977−10.0% | Reduced |
| Global Retirement Partners, LLC | 8,770 | $1.12M | 0.02% | −1,157−11.7% | Reduced |
| Fideuram Asset Management (Ireland) dac | 8,240 | $1.11M | 0.09% | +8,240 | New |
| Centaurus Financial, Inc. | 8,703 | $1.11M | 0.05% | +1,317+17.8% | Added |
| RFG Advisory, LLC | 8,558 | $1.09M | 0.02% | −2,870−25.1% | Reduced |
| Allworth Financial LP | 8,476 | $1.08M | 0.00% | +1,645+24.1% | Added |
| Uniting Wealth Partners, LLC | 8,300 | $1.06M | 0.32% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 8,293 | $1.06M | 0.10% | +2,281+37.9% | Added |
| Greenleaf Trust | 8,260 | $1.05M | 0.01% | −47−0.6% | Reduced |
| Zions Bancorporation, National Association | 8,254 | $1.05M | 0.05% | −858−9.4% | Reduced |
| D.A. Davidson & Co. | 8,192 | $1.04M | 0.01% | −90−1.1% | Reduced |
| Groupama Asset Managment | 8,116 | $1.03M | 0.02% | −842−9.4% | Reduced |
| Advisor OS, LLC | 8,076 | $1.03M | 0.08% | −521−6.1% | Reduced |
| LuminArx Capital Management LP | 20,000 | $1.03M | 0.98% | +20,000 | New |
| Sterling Capital Management LLC | 8,029 | $1.02M | 0.02% | −902−10.1% | Reduced |
| Duncan Williams Asset Management, LLC | 9,749 | $1.02M | 0.25% | −758−7.2% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,003 | $1.02M | 0.05% | +8,003 | New |
| Ossiam | 7,981 | $1.02M | 0.02% | −144,948−94.8% | Reduced |
| Moody National Bank Trust Division | 7,960 | $1.01M | 0.10% | −3,176−28.5% | Reduced |
| Financial Engines Advisors L.L.C. | 7,938 | $1.01M | 0.00% | +13+0.2% | Added |
| Capital Counsel LLC | 7,936 | $1.01M | 0.04% | 00.0% | Unchanged |
| Guidance Capital, Inc | 8,173 | $1.01M | 0.25% | +281+3.6% | Added |
| Allianz SE | 7,910 | $1.01M | 0.01% | −7,400−48.3% | Reduced |
| Hudson Value Partners, LLC | 7,835 | $1.01M | 0.30% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 7,880 | $1.00M | 0.27% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 7,878 | $1.00M | 0.03% | −89−1.1% | Reduced |
| Central Trust Co | 7,850 | $1.00M | 0.02% | −258−3.2% | Reduced |
| Corsair Capital Management, L.P. | 7,834 | $998.7K | 0.17% | +20.0% | Added |
| Glenmede Trust Co NA | 7,815 | $996.3K | 0.00% | +7,815 | New |
| Global Wealth Management Investment Advisory, Inc. | 7,801 | $994.5K | 0.16% | −1,165−13.0% | Reduced |
| Westpac Banking Corp | 7,778 | $991.5K | 0.06% | +2,980+62.1% | Added |
| James J. Burns & Company, LLC | 7,775 | $991.2K | 0.14% | 00.0% | Unchanged |
| CWA Asset Management Group, LLC | 7,764 | $989.7K | 0.04% | −17−0.2% | Reduced |
| Gridiron Partners, LLC | 7,716 | $983.6K | 0.56% | −657−7.8% | Reduced |
| Canandaigua National Bank & Trust Co | 7,662 | $976.8K | 0.09% | −599−7.3% | Reduced |
| HighPoint Advisor Group LLC | 7,650 | $975.2K | 0.02% | −917−10.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 7,645 | $974.6K | 0.06% | −819−9.7% | Reduced |
| Integrated Investment Consultants, LLC | 7,632 | $972.9K | 0.19% | −116−1.5% | Reduced |
| First Bank & Trust | 7,591 | $967.7K | 0.16% | −275−3.5% | Reduced |
| Spirepoint Private Client, LLC | 7,574 | $965.5K | 0.09% | +1,569+26.1% | Added |
| Profund Advisors LLC | 7,570 | $965.0K | 0.03% | −1,817−19.4% | Reduced |
| David Loasby | 7,180 | $961.9K | 0.06% | +2,133+42.3% | Added |
| Sompo Asset Management Co., Ltd. | 7,510 | $957.4K | 0.16% | −170−2.2% | Reduced |
| Trust Asset Management LLC | 7,496 | $955.6K | 0.07% | −267−3.4% | Reduced |