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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.

Other share classesKKRSKKRTKKR.PD

13F holders, Q1 2026

Institutional positions in KKR & Co. Inc. as of Mar 31, 2026. 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
1,285
−98 vs. Q4 2025
Shares held
529.5M
+59.7M (+12.7%) vs. Q4 2025
Total value
$49.0B
−$10.9B (−18.2%) vs. Q4 2025
New holders
155
522 more added
Sold out
253
454 more reduced

20 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2026: 1,285 institutions
Q1 2021: 651 institutionsQ2 2021: 704 institutionsQ3 2021: 745 institutionsQ4 2021: 833 institutionsQ1 2022: 786 institutionsQ2 2022: 732 institutionsQ3 2022: 709 institutionsQ4 2022: 730 institutionsQ1 2023: 742 institutionsQ2 2023: 758 institutionsQ3 2023: 792 institutionsQ4 2023: 918 institutionsQ1 2024: 1,033 institutionsQ2 2024: 1,068 institutionsQ3 2024: 1,172 institutionsQ4 2024: 1,324 institutionsQ1 2025: 1,290 institutionsQ2 2025: 1,331 institutionsQ3 2025: 1,377 institutionsQ4 2025: 1,403 institutionsQ1 2026: 1,285 institutionsQ2 2026: 1,284 institutions
Value heldQ1 2026: $49.0B
Q1 2021: $22.1BQ2 2021: $26.5BQ3 2021: $27.1BQ4 2021: $33.1BQ1 2022: $26.0BQ2 2022: $21.1BQ3 2022: $20.2BQ4 2022: $22.1BQ1 2023: $25.2BQ2 2023: $26.8BQ3 2023: $31.1BQ4 2023: $41.8BQ1 2024: $50.8BQ2 2024: $56.4BQ3 2024: $69.3BQ4 2024: $78.9BQ1 2025: $61.8BQ2 2025: $71.4BQ3 2025: $68.9BQ4 2025: $69.3BQ1 2026: $49.0BQ2 2026: $50.2B
Institutions holding KKR and their total value by quarter
QuarterHoldersValue
Q2 20261,284$50.2B
Q1 20261,285$49.0B
Q4 20251,403$69.3B
Q3 20251,377$68.9B
Q2 20251,331$71.4B
Q1 20251,290$61.8B
Q4 20241,324$78.9B
Q3 20241,172$69.3B
Q2 20241,068$56.4B
Q1 20241,033$50.8B
Q4 2023918$41.8B
Q3 2023792$31.1B
Q2 2023758$26.8B
Q1 2023742$25.2B
Q4 2022730$22.1B
Q3 2022709$20.2B
Q2 2022732$21.1B
Q1 2022786$26.0B
Q4 2021833$33.1B
Q3 2021745$27.1B
Q2 2021704$26.5B
Q1 2021651$22.1B

Institutions, Q1 2026

Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q4 2025.

Institutions holding KKR in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Ogorek Anthony Joseph9$00.00%−33−78.6%Reduced
Y.D. More Investments Ltd438$1280.00%−57−11.5%Reduced
HFM Investment Advisors, LLC2$1850.00%−7−77.8%Reduced
Scarborough Advisors, LLC2$1850.00%00.0%Unchanged
Curio Wealth, LLC2$1850.00%+2New
West Branch Capital LLC3$2780.00%00.0%Unchanged
Innovative Asset Advisors Group, LLC3$2780.00%+3New
Merkkuri Wealth Advisors LLC3$2830.00%+3New
IMA Wealth, Inc.4$3700.00%−16−80.0%Reduced
1015 Capital Partners, LLC5$4630.00%−10−66.7%Reduced
Prestige Wealth Management Group LLC6$5550.00%00.0%Unchanged
Addison Advisors LLC6$5550.00%+6New
Trust Co6$5560.00%00.0%Unchanged
DecisionPoint Financial, LLC8$7400.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.10$9250.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.10$9250.00%00.0%Unchanged
Davis Capital Management10$9250.00%+1+11.1%Added
Avion Wealth14$1.00K0.00%00.0%Unchanged
Phillip James Consulting Co.19$1.00K0.00%+19New
ZRC Wealth Management, LLC11$1.02K0.00%−2,932−99.6%Reduced
Key Capital Management, INC11$1.02K0.00%+8+266.7%Added
Steigerwald, Gordon & Koch Inc.12$1.11K0.00%−110−90.2%Reduced
Raleigh Capital Management Inc.12$1.11K0.00%+12Added
Quest 10 Wealth Builders, Inc.15$1.36K0.00%+6+66.7%Added
Ankerstar Wealth, LLC15$1.39K0.00%00.0%Unchanged
Synergy Investment Management, LLC15$1.39K0.00%+15New
Hughes Financial Services, LLC15$1.39K0.00%+15New
TopTier Wealth Management, LLC15$1.39K0.00%+15New
Capital & Planning, LLC16$1.48K0.00%+16New
Torren Management, LLC17$1.59K0.00%−78−82.1%Reduced
TD Capital Management LLC17$1.59K0.00%00.0%Unchanged
Security National Bank18$1.67K0.00%+18New
Quaker Wealth Management, LLC19$1.76K0.00%+3+18.8%Added
Triumph Capital Management19$1.76K0.00%+15+375.0%Added
Valued Wealth Advisors LLC19$1.77K0.00%−6−24.0%Reduced
Thompson Investment Management, Inc.20$1.85K0.00%00.0%Unchanged
MPWM Advisory Solutions, LLC20$1.85K0.00%00.0%Unchanged
Brown, Lisle/Cummings, Inc.21$1.94K0.00%00.0%Unchanged
WestEnd Advisors, LLC22$2.04K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC23$2.13K0.00%−11−32.4%Reduced
Clark Wealth Partners23$2.13K0.00%−32−58.2%Reduced
Aspect Partners, LLC24$2.22K0.00%+8+50.0%Added
Intentional Wealth Strategies, LLC24$2.22K0.00%+24New
JNBA Financial Advisors25$2.31K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.25$2.31K0.00%+25New
Colonial Trust Co25$2.35K0.00%−50−66.7%Reduced
Sittner & Nelson, LLC27$2.50K0.00%00.0%Unchanged
First Pacific Financial28$2.59K0.00%+28New
Washington Trust Advisors, Inc.30$2.77K0.00%−178−85.6%Reduced
Tradewinds Capital Management, LLC30$2.77K0.00%00.0%Unchanged
HighMark Wealth Management LLC30$2.80K0.00%00.0%Unchanged
Imprint Wealth LLC31$2.87K0.01%00.0%Unchanged
Ritter Daniher Financial Advisory LLC33$3.09K0.00%00.0%Unchanged
Geneos Wealth Management Inc.34$3.16K0.00%−2−5.6%Reduced
Ares Financial Consulting, LLC35$3.20K0.00%+35New
PFS Partners, LLC35$3.24K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC37$3.42K0.00%−4−9.8%Reduced
Whipplewood Advisors, LLC38$3.52K0.00%+38New
Centerpoint Advisors, LLC45$4.00K0.00%00.0%Unchanged
South State Corp.45$4.16K0.00%−183−80.3%Reduced
MidFirst Bank45$4.16K0.00%+13+40.6%Added
Proathlete Wealth Management LLC45$4.17K0.00%00.0%Unchanged
Bell Investment Advisors, Inc46$4.25K0.00%00.0%Unchanged
UMA Financial Services, Inc.46$4.25K0.00%+21+84.0%Added
Pacific Center for Financial Services47$4.35K0.00%00.0%Unchanged
Plato Investment Management Ltd47$4.35K0.00%00.0%Unchanged
Lloyd Advisory Services, LLC.47$4.36K0.00%+47New
Kingdom Financial Group LLC.47$4.36K0.00%+47New
Fountainhead AM, LLC49$4.53K0.00%−19−27.9%Reduced
Main Street Group, LTD50$4.63K0.00%+50New
Bernard Wealth Management Corp.50$4.65K0.00%00.0%Unchanged
NVWM, LLC54$5.00K0.00%+10+22.7%Added
Portus Wealth Advisors, LLC55$5.09K0.00%−2,462−97.8%Reduced
United Financial Planning Group LLC56$5.18K0.00%+56New
Raffa Wealth Management, LLC57$5.27K0.00%−2−3.4%Reduced
Park Place Capital Corp58$5.37K0.00%−12−17.1%Reduced
Financial Consulate, Inc60$5.57K0.00%+36+150.0%Added
Beaird Harris Wealth Management, LLC62$5.74K0.00%00.0%Unchanged
Westside Investment Management, Inc.63$5.75K0.00%00.0%Unchanged
HM Payson & Co66$6.11K0.00%−53−44.5%Reduced
Aventura Private Wealth, LLC67$6.20K0.00%00.0%Unchanged
Private Wealth Management Group, LLC68$6.29K0.00%+20+41.7%Added
BFSG, LLC68$6.29K0.00%+68New
Plante Moran Financial Advisors, LLC75$6.90K0.00%00.0%Unchanged
MV Capital Management, Inc.75$6.94K0.00%−170−69.4%Reduced
Atomic Invest LLC79$7.12K0.00%+44+125.7%Added
Laurion Capital Management LP80$7.40K0.00%−29−26.6%Reduced
Southern Michigan Bank & Trust81$7.49K0.00%+81New
SHP Wealth Management81$7.55K0.00%+32+65.3%Added
Wolff Wiese Magana LLC82$7.58K0.00%+10+13.9%Added
WPG Advisers, LLC84$7.77K0.01%−251−74.9%Reduced
Ballast Advisors LLC84$7.77K0.00%+84New
E Fund Management (Hong Kong) Co., Ltd.86$7.96K0.00%+41+91.1%Added
Murphy & Mullick Capital Management Corp89$8.23K0.01%00.0%Unchanged
Financial Management Professionals, Inc.90$8.32K0.00%−69−43.4%Reduced
Westfuller Advisors, LLC93$8.60K0.00%+14+17.7%Added
Richardson Capital Management LLC109$10.1K0.00%+109New
Abound Wealth Management111$10.3K0.00%−60−35.1%Reduced
Kings Path Partners LLC112$10.4K0.00%−444−79.9%Reduced
Clear Street Markets LLC113$10.5K0.01%−905−88.9%Reduced