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 |
|---|---|---|---|---|---|
| Frank, Rimerman Advisors LLC | 4,987 | $635.7K | 0.04% | +2,383+91.5% | Added |
| Cary Street Partners Financial LLC | 4,950 | $631.0K | 0.02% | +35+0.7% | Added |
| Jump Financial, LLC | 4,903 | $625.0K | 0.01% | −3,753−43.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 4,886 | $622.9K | 0.05% | 00.0% | Unchanged |
| FIL Ltd | 4,885 | $622.7K | 0.00% | −50,134−91.1% | Reduced |
| SRS Capital Advisors, Inc. | 4,780 | $609.4K | 0.02% | −5,225−52.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 4,750 | $606.0K | 0.01% | +4,300+955.6% | Added |
| Smartleaf Asset Management LLC | 4,703 | $605.1K | 0.02% | +413+9.6% | Added |
| Farringdon Capital, Ltd. | 4,740 | $604.3K | 0.15% | −10,998−69.9% | Reduced |
| NFC Investments, LLC | 4,740 | $604.0K | 0.17% | −200−4.0% | Reduced |
| Duncker Streett & Co Inc | 4,700 | $599.2K | 0.11% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 4,700 | $599.2K | 0.18% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 4,659 | $593.9K | 0.05% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 4,640 | $591.5K | 0.02% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 4,626 | $589.7K | 0.03% | +323+7.5% | Added |
| First National Trust Co | 4,598 | $586.2K | 0.02% | +10+0.2% | Added |
| Family Management Corp | 4,551 | $580.2K | 0.07% | +13+0.3% | Added |
| Samalin Investment Counsel, LLC | 4,543 | $579.2K | 0.21% | −647−12.5% | Reduced |
| Stevens Capital Management LP | 4,545 | $579.0K | 0.20% | −5,883−56.4% | Reduced |
| Fundamentun, LLC | 4,540 | $578.9K | 0.02% | −5−0.1% | Reduced |
| Joel Isaacson & Co., LLC | 4,536 | $578.3K | 0.02% | −34−0.7% | Reduced |
| Smith Shellnut Wilson LLC | 4,478 | $570.9K | 0.22% | −3,886−46.5% | Reduced |
| Howard Capital Management Inc. | 4,471 | $570.0K | 0.01% | +23+0.5% | Added |
| Mount Yale Investment Advisors, LLC | 4,471 | $569.9K | 0.03% | +1,444+47.7% | Added |
| Pines Wealth Management, LLC | 4,468 | $569.6K | 0.18% | −310−6.5% | Reduced |
| Fragasso Group Inc. | 4,457 | $568.2K | 0.03% | +4,457 | New |
| Alpha Cubed Investments, LLC | 4,411 | $562.3K | 0.02% | 00.0% | Unchanged |
| Wedbush Securities Inc | 4,379 | $558.0K | 0.02% | −16,700−79.2% | Reduced |
| Hilltop Holdings Inc. | 4,375 | $557.6K | 0.03% | −696−13.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,373 | $557.3K | 0.02% | 00.0% | Unchanged |
| Nicolet Bankshares Inc | 4,356 | $555.3K | 0.09% | +1,069+32.5% | Added |
| Spirit of America Management Corp | 4,350 | $554.5K | 0.12% | 00.0% | Unchanged |
| FJ Capital Management LLC | 4,308 | $549.2K | 0.06% | +4,308 | New |
| Insigneo Advisory Services, LLC | 4,298 | $547.9K | 0.04% | +60+1.4% | Added |
| Cassaday & Co Wealth Management LLC | 4,294 | $547.4K | 0.01% | +3+0.1% | Added |
| ProVise Management Group, LLC | 4,284 | $546.1K | 0.04% | −255−5.6% | Reduced |
| Wolverine Asset Management LLC | 4,279 | $545.5K | 0.01% | +4,279 | New |
| Ameritas Advisory Services, LLC | 4,262 | $543.3K | 0.02% | +2,693+171.6% | Added |
| Knightsbridge Asset Management, LLC | 4,250 | $541.7K | 0.09% | +768+22.1% | Added |
| Fort Sheridan Advisors LLC | 4,236 | $540.0K | 0.07% | −59−1.4% | Reduced |
| KCM Investment Advisors LLC | 4,235 | $539.9K | 0.02% | −817−16.2% | Reduced |
| Buckingham Strategic Partners | 4,195 | $534.9K | 0.01% | +4,195 | New |
| Watershed Private Wealth LLC | 4,179 | $532.7K | 0.16% | 00.0% | Unchanged |
| Perennial Investment Advisors, LLC | 4,160 | $530.3K | 0.04% | +301+7.8% | Added |
| Vinva Investment Management Ltd | 4,098 | $527.2K | 0.01% | −1,259−23.5% | Reduced |
| Parcion Private Wealth LLC | 4,106 | $523.4K | 0.03% | +130+3.3% | Added |
| 10Elms LLP | 4,074 | $519.4K | 0.48% | −520−11.3% | Reduced |
| Johnson Financial Group, Inc. | 4,048 | $516.0K | 0.02% | −21−0.5% | Reduced |
| FreeGulliver LLC | 4,043 | $515.4K | 0.23% | +264+7.0% | Added |
| Kavar Capital Partners Group, LLC | 4,029 | $513.6K | 0.07% | +7+0.2% | Added |
| Register Financial Advisors LLC | 4,010 | $511.1K | 0.20% | +303+8.2% | Added |
| Wealth Preservation Advisors, LLC | 4,000 | $509.9K | 0.26% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 3,981 | $507.5K | 0.03% | −185,314−97.9% | Reduced |
| Mainstay Capital Management LLC | 3,963 | $505.2K | 0.04% | +291+7.9% | Added |
| Apella Capital, LLC | 3,946 | $503.0K | 0.01% | −25−0.6% | Reduced |
| Caisse des Depots Et Consignations | 3,917 | $499.3K | 0.01% | −38,402−90.7% | Reduced |
| Resurgent Financial Advisors LLC | 3,908 | $498.2K | 0.25% | +55+1.4% | Added |
| one8zero8, LLC | 3,900 | $497.2K | 0.11% | −100−2.5% | Reduced |
| Flatrock Wealth Partners LLC | 3,888 | $495.6K | 0.24% | +3,888 | New |
| Continuum Advisory, LLC | 3,885 | $495.3K | 0.05% | +1,677+76.0% | Added |
| Silver Oak Securities, Inc | 3,827 | $492.3K | 0.03% | +96+2.6% | Added |
| Sagewood Asset Management LP | 3,857 | $491.7K | 0.17% | +3,857 | New |
| Gsa Capital Partners LLP | 3,851 | $491.0K | 0.04% | −1,574−29.0% | Reduced |
| Sunbelt Securities, Inc. | 3,851 | $490.9K | 0.03% | +2+0.1% | Added |
| Vision Retirement, LLC | 3,846 | $490.3K | 0.13% | +3,846 | New |
| Haverford Trust Co | 3,840 | $489.5K | 0.00% | +14+0.4% | Added |
| Wealth Management Associates, Inc. | 3,834 | $488.8K | 0.17% | +790+26.0% | Added |
| Berkshire Asset Management LLC | 3,817 | $486.6K | 0.02% | +6+0.2% | Added |
| Hardin Capital Partners, LLC | 3,813 | $486.1K | 0.23% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 3,811 | $485.8K | 0.12% | +10.0% | Added |
| Ade, LLC | 3,805 | $485.1K | 0.23% | 00.0% | Unchanged |
| TAGStone Capital, Inc. | 3,797 | $484.1K | 0.18% | +5+0.1% | Added |
| MGB Wealth Management, LLC | 3,766 | $480.1K | 0.14% | +10.0% | Added |
| Hunting Hill Global Capital, LLC | 3,736 | $476.3K | 0.47% | −6,735−64.3% | Reduced |
| Kesler, Norman & Wride, LLC | 3,731 | $475.6K | 0.08% | +1,278+52.1% | Added |
| Cynosure Management, LLC | 3,716 | $473.7K | 0.05% | +3,716 | New |
| Advisors Capital Management, LLC | 3,709 | $472.9K | 0.01% | +203+5.8% | Added |
| Davis R M Inc | 3,705 | $472.3K | 0.01% | +700+23.3% | Added |
| Golden State Wealth Management, LLC | 3,672 | $468.1K | 0.05% | −330−8.2% | Reduced |
| First City Capital Management, Inc. | 3,671 | $468.0K | 0.25% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 3,670 | $467.9K | 0.06% | −130−3.4% | Reduced |
| Shelton Capital Management | 3,668 | $467.6K | 0.01% | 00.0% | Unchanged |
| Frec Markets, Inc. | 3,636 | $463.6K | 0.14% | +3,636 | New |
| Bartlett & Co. Wealth Management LLC | 3,636 | $463.5K | 0.01% | −507−12.2% | Reduced |
| OpenArc Corporate Advisory, LLC | 3,622 | $461.7K | 0.01% | +3,622 | New |
| 1832 Asset Management L.P. | 3,610 | $460.2K | 0.00% | −205,975−98.3% | Reduced |
| Commerzbank Aktiengesellschaft | 3,598 | $459.0K | 0.01% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 3,906 | $458.9K | 0.01% | −11,256−74.2% | Reduced |
| HHM Wealth Advisors, LLC | 3,597 | $458.5K | 0.05% | +10.0% | Added |
| AlphaGrep UK Ltd | 3,576 | $455.9K | 0.15% | +3,576 | New |
| Dudley Capital Management, LLC | 3,570 | $455.1K | 0.20% | −25−0.7% | Reduced |
| Hills Bank & Trust Co | 3,567 | $454.7K | 0.03% | −490−12.1% | Reduced |
| Cercano Management LLC | 3,560 | $453.8K | 0.02% | 00.0% | Unchanged |
| Catalyst Private Wealth, LLC | 3,553 | $452.9K | 0.20% | +31+0.9% | Added |
| Forefront Wealth Partners, LLC | 3,551 | $452.7K | 0.21% | +136+4.0% | Added |
| Panagora Asset Management Inc | 3,532 | $450.3K | 0.00% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 3,509 | $447.3K | 0.02% | −565−13.9% | Reduced |
| CNB Bank | 3,504 | $446.7K | 0.18% | +34+1.0% | Added |
| Brady Martz Wealth Solutions, LLC | 3,482 | $443.9K | 0.08% | +3,482 | New |
| Manchester Capital Management LLC | 3,455 | $440.4K | 0.06% | −100−2.8% | Reduced |