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, 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.
| 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, Q1 2026
Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 99,561 | $9.21M | 0.56% | −9,402−8.6% | Reduced |
| NEOS Investment Management LLC | 99,608 | $9.21M | 0.05% | +6,327+6.8% | Added |
| Triavera Capital LLC | 99,956 | $9.25M | 5.53% | +15,234+18.0% | Added |
| Matthew 25 Management Corp | 100,000 | $9.25M | 3.07% | −1,500−1.5% | Reduced |
| Scotia Capital Inc. | 100,243 | $9.27M | 0.04% | +5,100+5.4% | Added |
| Chickasaw Capital Management LLC | 100,304 | $9.28M | 0.33% | −569−0.6% | Reduced |
| New York Life Investment Management LLC | 101,824 | $9.42M | 0.08% | +2,106+2.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 102,038 | $9.44M | 0.02% | −6,488−6.0% | Reduced |
| Natixis | 102,207 | $9.45M | 0.04% | +38,071+59.4% | Added |
| Capitolis Liquid Global Markets LLC | 104,000 | $9.62M | 0.06% | +104,000 | New |
| Police & Firemen's Retirement System of New Jersey | 104,512 | $9.67M | 0.08% | +195+0.2% | Added |
| Lountzis Asset Management, LLC | 105,210 | $9.73M | 3.57% | 00.0% | Unchanged |
| Greenhaven Road Investment Management, L.P. | 106,600 | $9.86M | 6.78% | −83,500−43.9% | Reduced |
| Fifth Third Bancorp | 109,001 | $10.1M | 0.02% | +83,838+333.2% | Added |
| Teachers Retirement System of the State of Kentucky | 109,055 | $10.1M | 0.08% | −10,414−8.7% | Reduced |
| Private Wealth Partners, LLC | 109,465 | $10.1M | 0.78% | −235−0.2% | Reduced |
| Advisor Group Holdings, Inc. | 109,461 | $10.1M | 0.01% | −457−0.4% | Reduced |
| Utah Retirement Systems | 110,257 | $10.2M | 0.10% | −1,720−1.5% | Reduced |
| Capital International Ltd | 110,270 | $10.2M | 0.38% | +27,634+33.4% | Added |
| Teacher Retirement System of Texas | 111,124 | $10.3M | 0.04% | −1,059−0.9% | Reduced |
| Nomura Asset Management International Inc. | 111,265 | $10.3M | 0.02% | −727,889−86.7% | Reduced |
| Daiwa Securities Group Inc. | 111,554 | $10.3M | 0.03% | +5,814+5.5% | Added |
| O'Shaughnessy Asset Management, LLC | 112,397 | $10.4M | 0.05% | −133−0.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 112,805 | $10.4M | 0.04% | −11,378−9.2% | Reduced |
| Warren Averett Asset Management, LLC | 113,145 | $10.5M | 0.08% | +34,717+44.3% | Added |
| Commonwealth Equity Services, LLC | 114,153 | $10.6M | 0.01% | −25,830−18.5% | Reduced |
| EverSource Wealth Advisors, LLC | 115,809 | $10.7M | 0.33% | +12,616+12.2% | Added |
| Voya Investment Management LLC | 116,033 | $10.7M | 0.01% | −400.0% | Reduced |
| USS Investment Management Ltd | 116,025 | $10.7M | 0.05% | +5,467+4.9% | Added |
| Perennial Advisors, LLC | 116,084 | $10.7M | 1.83% | +1,596+1.4% | Added |
| Cornerstone Advisors, LLC | 118,535 | $11.0M | 0.40% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 119,819 | $11.1M | 0.60% | +8,848+8.0% | Added |
| CWM, LLC | 121,243 | $11.2M | 0.03% | +106,982+750.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 129,586 | $11.2M | 0.02% | −4,549−3.4% | Reduced |
| IFM Investors Pty Ltd | 121,487 | $11.2M | 0.09% | +4,634+4.0% | Added |
| Varma Mutual Pension Insurance Co | 128,327 | $11.9M | 0.07% | 00.0% | Unchanged |
| Amalgamated Bank | 128,334 | $11.9M | 0.09% | −6,694−5.0% | Reduced |
| Kestra Advisory Services, LLC | 130,447 | $12.1M | 0.05% | +8,412+6.9% | Added |
| Allianz Asset Management GmbH | 131,491 | $12.2M | 0.01% | +25,022+23.5% | Added |
| Xponance, Inc. | 132,476 | $12.3M | 0.09% | +15,919+13.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 132,568 | $12.3M | 0.04% | +10,519+8.6% | Added |
| Sone Capital Management, LLC | 133,044 | $12.3M | 1.03% | +44,269+49.9% | Added |
| Montaka Global Pty Ltd | 133,126 | $12.3M | 7.36% | −6,039−4.3% | Reduced |
| Capstone Investment Advisors, LLC | 138,291 | $12.8M | 0.11% | +100,605+267.0% | Added |
| ProShare Advisors LLC | 138,319 | $12.8M | 0.02% | −6,282−4.3% | Reduced |
| Cander Asset Management LP | 141,656 | $13.1M | 2.35% | +123,482+679.4% | Added |
| Midwest Trust Co | 141,805 | $13.1M | 0.16% | +13,816+10.8% | Added |
| Leonteq Securities AG | 142,747 | $13.2M | 0.80% | +111,211+352.6% | Added |
| GoodHaven Capital Management, LLC | 143,303 | $13.3M | 4.63% | +21,978+18.1% | Added |
| Jain Global LLC | 144,693 | $13.4M | 0.17% | +144,693 | New |
| Cullen/Frost Bankers, Inc. | 145,569 | $13.5M | 0.15% | −7,261−4.8% | Reduced |
| Retirement Systems of Alabama | 145,767 | $13.5M | 0.04% | −242−0.2% | Reduced |
| CIBC Bancorp USA Inc. | 146,092 | $13.5M | 0.02% | +146,092 | New |
| Commerce Bank | 146,724 | $13.6M | 0.07% | +132,662+943.4% | Added |
| Cetera Investment Advisers | 146,922 | $13.6M | 0.01% | +121+0.1% | Added |
| HighTower Advisors, LLC | 147,231 | $13.6M | 0.01% | +24,140+19.6% | Added |
| Storebrand Asset Management AS | 149,014 | $13.8M | 0.04% | −97,842−39.6% | Reduced |
| Creative Planning | 149,655 | $13.8M | 0.01% | +48,865+48.5% | Added |
| Whittier Trust Co of Nevada Inc | 153,399 | $14.0M | 0.29% | +70,954+86.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 151,675 | $14.0M | 0.08% | +53,700+54.8% | Added |
| Sapient Capital LLC | 155,087 | $14.3M | 0.22% | −194,083−55.6% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 155,354 | $14.4M | 0.29% | −2,259−1.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 159,896 | $14.8M | 0.08% | +249+0.2% | Added |
| Spinecap SAS | 160,400 | $14.8M | 5.44% | +160,400 | New |
| Punch & Associates Investment Management, Inc. | 161,614 | $14.9M | 0.86% | +109+0.1% | Added |
| Alpine Global Management, LLC | 162,294 | $15.0M | 2.28% | +162,294 | New |
| Bank of Nova Scotia | 164,463 | $15.2M | 0.03% | −419,648−71.8% | Reduced |
| Levin Capital Strategies, L.P. | 164,799 | $15.2M | 1.16% | +302+0.2% | Added |
| MetLife Investment Management | 167,881 | $15.5M | 0.08% | −4,667−2.7% | Reduced |
| CIBC Asset Management Inc | 169,805 | $15.7M | 0.04% | +2,278+1.4% | Added |
| Rafferty Asset Management, LLC | 170,433 | $15.8M | 0.06% | −43,156−20.2% | Reduced |
| SEB Asset Management AB | 170,746 | $15.8M | 0.07% | +170,746 | New |
| Arizona State Retirement System | 170,968 | $15.8M | 0.09% | −4,153−2.4% | Reduced |
| Ieq Capital, LLC | 174,684 | $16.2M | 0.08% | +168,467+2,709.8% | Added |
| Lynwood Price Capital Management LP | 175,000 | $16.2M | 8.70% | +35,000+25.0% | Added |
| Brookstone Capital Management | 176,574 | $16.3M | 0.19% | +50,795+40.4% | Added |
| Stephens Inc | 178,038 | $16.5M | 0.21% | −3,555−2.0% | Reduced |
| State of Michigan Retirement System | 179,300 | $16.6M | 0.09% | −400−0.2% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 179,308 | $16.6M | 0.13% | −4,821,777−96.4% | Reduced |
| Clearbridge Investments, LLC | 182,808 | $16.9M | 0.01% | −276,267−60.2% | Reduced |
| Walleye Capital LLC | 183,501 | $17.0M | 0.10% | +56,096+44.0% | Added |
| Jackson Hill Advisors, LLC | 185,000 | $17.1M | 8.85% | +43,000+30.3% | Added |
| Czech National Bank | 186,943 | $17.3M | 0.11% | +5,966+3.3% | Added |
| Resona Asset Management Co.,Ltd. | 189,399 | $17.4M | 0.09% | +3,257+1.7% | Added |
| Walleye Trading LLC | 189,280 | $17.5M | 0.36% | −11,153−5.6% | Reduced |
| Schroder Investment Management Group | 197,549 | $17.9M | 0.01% | −34,054−14.7% | Reduced |
| Public Sector Pension Investment Board | 195,359 | $18.1M | 0.06% | +20,571+11.8% | Added |
| Caldwell Investment Management Ltd. | 200,000 | $18.1M | 7.09% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 197,252 | $18.2M | 0.10% | −2,223−1.1% | Reduced |
| Credit Agricole S A | 197,585 | $18.3M | 0.06% | −641,551−76.5% | Reduced |
| Captrust Financial Advisors | 199,782 | $18.5M | 0.03% | +24,809+14.2% | Added |
| Tudor Investment Corp Et Al | 200,269 | $18.5M | 0.10% | +200,269 | New |
| IMC-Chicago, LLC | 202,284 | $18.7M | 0.28% | +202,284 | New |
| The PNC Financial Services Group, Inc. | 204,873 | $19.0M | 0.01% | −15,880−7.2% | Reduced |
| Regions Financial Corp | 205,788 | $19.0M | 0.12% | +53,069+34.7% | Added |
| Community Trust & Investment Co | 206,750 | $19.1M | 1.04% | +55,487+36.7% | Added |
| Quadrature Capital Ltd | 210,470 | $19.5M | 0.23% | +210,470 | New |
| Mawer Investment Management Ltd. | 210,839 | $19.5M | 0.13% | +4,591+2.2% | Added |
| BBR Partners, LLC | 210,845 | $19.5M | 1.09% | 00.0% | Unchanged |
| Capricorn Fund Managers Ltd | 212,000 | $19.6M | 3.06% | +212,000 | New |