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 |
|---|---|---|---|---|---|
| MTM Investment Management, LLC | 113 | $10.5K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 117 | $10.8K | 0.01% | +114+3,800.0% | Added |
| Capital Advisors, Ltd. LLC | 123 | $11.0K | 0.00% | +32+35.2% | Added |
| Insight Financial Services | 119 | $11.0K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 119 | $11.0K | 0.00% | +10+9.2% | Added |
| Strategic Investment Solutions, Inc. | 120 | $11.1K | 0.00% | +120 | New |
| Meeder Asset Management Inc | 121 | $11.2K | 0.00% | −33−21.4% | Reduced |
| Highline Wealth Partners LLC | 123 | $11.4K | 0.00% | −41−25.0% | Reduced |
| High Note Wealth, LLC | 126 | $11.7K | 0.00% | +44+53.7% | Added |
| JFS Wealth Advisors, LLC | 128 | $11.8K | 0.00% | −19−12.9% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 130 | $12.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 131 | $12.1K | 0.00% | +131 | New |
| Legacy Wealth Managment, LLC | 133 | $12.3K | 0.01% | +61+84.7% | Added |
| Kilter Group LLC | 137 | $12.7K | 0.01% | +30+28.0% | Added |
| Wealth Science Advisors LLC | 105 | $13.4K | 0.01% | +105 | New |
| Philadelphia Investment Partners, LLC | 148 | $13.8K | 0.01% | +148 | New |
| Morse Asset Management, Inc | 150 | $13.9K | 0.00% | −35−18.9% | Reduced |
| Sachetta, LLC | 150 | $13.9K | 0.01% | +61+68.5% | Added |
| Forum Finance Group S.A. | 200 | $14.0K | 0.01% | +200 | New |
| RWM Asset Management, LLC | 170 | $15.7K | 0.00% | +170 | New |
| Penserra Capital Management LLC | 183 | $16.0K | 0.00% | +24+15.1% | Added |
| Pinnacle Bancorp, Inc. | 176 | $16.3K | 0.00% | −22−11.1% | Reduced |
| Private Wealth Asset Management, LLC | 194 | $17.9K | 0.00% | −5−2.5% | Reduced |
| Bayforest Capital Ltd | 196 | $18.1K | 0.02% | +196 | New |
| Foster Dykema Cabot & Partners, LLC | 200 | $18.5K | 0.00% | −3,781−95.0% | Reduced |
| ESL Trust Services, LLC | 200 | $18.5K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 200 | $18.5K | 0.03% | +168+525.0% | Added |
| Crews Bank & Trust | 204 | $18.9K | 0.00% | 00.0% | Unchanged |
| GGM Financials LLC | 206 | $19.1K | 0.01% | 00.0% | Unchanged |
| Napier Financial, LLC | 206 | $19.1K | 0.00% | +206 | New |
| Kemnay Advisory Services Inc. | 215 | $19.9K | 0.00% | −57−21.0% | Reduced |
| Covestor Ltd | 213 | $20.0K | 0.01% | −134−38.6% | Reduced |
| Armstrong Advisory Group, Inc | 232 | $21.5K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 238 | $22.0K | 0.01% | +137+135.6% | Added |
| Timothy G. Youngquist 2020 Irrevocable Trust | 242 | $22.4K | 0.01% | +242 | New |
| Basecamp Wealth Advisors LLC | 246 | $22.7K | 0.00% | +140+132.1% | Added |
| GW&K Investment Management, LLC | 251 | $23.0K | 0.00% | −57−18.5% | Reduced |
| Asset Planning,Inc | 257 | $23.8K | 0.02% | −413−61.6% | Reduced |
| First United Bank Trust | 267 | $24.7K | 0.01% | −32−10.7% | Reduced |
| Joseph Group Capital Management | 272 | $25.2K | 0.01% | +272 | New |
| DiNuzzo Private Wealth, Inc. | 273 | $25.3K | 0.00% | −2−0.7% | Reduced |
| Keating Financial Advisory Services, Inc. | 275 | $25.4K | 0.00% | +32+13.2% | Added |
| Tiaa Trust, National Association | 281 | $26.0K | 0.00% | −49,364−99.4% | Reduced |
| Ameriflex Group, Inc. | 304 | $28.1K | 0.01% | −2−0.7% | Reduced |
| RMG Wealth Management LLC | 288 | $28.6K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 310 | $28.7K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 320 | $29.6K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 324 | $30.0K | 0.00% | +313+2,845.5% | Added |
| CGC Financial Services, LLC | 325 | $30.1K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 328 | $30.3K | 0.01% | +1+0.3% | Added |
| Hanson & Doremus Investment Management | 330 | $31.0K | 0.00% | +150+83.3% | Added |
| Global X Japan Co., Ltd. | 347 | $32.1K | 0.00% | +347 | New |
| Kayne Anderson Rudnick Investment Management LLC | 348 | $32.3K | 0.00% | −69−16.5% | Reduced |
| Rossby Financial, LCC | 364 | $33.3K | 0.01% | +294+420.0% | Added |
| Salomon & Ludwin, LLC | 369 | $33.7K | 0.00% | −89−19.4% | Reduced |
| NBC Securities, Inc. | 374 | $34.6K | 0.00% | −110−22.7% | Reduced |
| Silvant Capital Management LLC | 375 | $34.7K | 0.00% | −6,812−94.8% | Reduced |
| True Wealth Design, LLC | 376 | $34.8K | 0.01% | +295+364.2% | Added |
| Western Pacific Wealth Management, LP | 387 | $35.8K | 0.04% | +100+34.8% | Added |
| Stephenson National Bank & Trust | 413 | $38.2K | 0.01% | +29+7.6% | Added |
| GHP Investment Advisors, Inc. | 418 | $38.7K | 0.00% | +418 | New |
| JPL Wealth Management, LLC | 420 | $38.9K | 0.01% | +420 | New |
| American Capital Advisory, LLC | 431 | $39.9K | 0.02% | −164−27.6% | Reduced |
| Smallwood Wealth Investment Management, LLC | 434 | $40.2K | 0.02% | +1+0.2% | Added |
| Barnes Dennig Private Wealth Management LLC | 436 | $40.3K | 0.04% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 437 | $40.4K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 440 | $40.7K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 450 | $41.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 445 | $41.2K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 450 | $42.0K | 0.00% | −4,300−90.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 457 | $42.3K | 0.00% | +143+45.5% | Added |
| Salem Investment Counselors Inc | 470 | $43.5K | 0.00% | +470 | New |
| VSM Wealth Advisory, LLC | 482 | $44.6K | 0.01% | +1+0.2% | Added |
| Bruce G. Allen Investments, LLC | 487 | $45.0K | 0.03% | +54+12.5% | Added |
| Opal Wealth Advisors, LLC | 488 | $45.1K | 0.01% | +488 | New |
| Root Financial Partners, LLC | 496 | $45.9K | 0.00% | −232−31.9% | Reduced |
| Grove Bank & Trust | 498 | $46.1K | 0.01% | −1−0.2% | Reduced |
| CoreCap Advisors, LLC | 499 | $46.2K | 0.00% | +14+2.9% | Added |
| Compagnie Lombard Odier SCmA | 500 | $46.3K | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 500 | $46.3K | 0.01% | +500 | New |
| Alerus Financial NA | 505 | $46.7K | 0.00% | −911−64.3% | Reduced |
| Cheviot Value Management, LLC | 510 | $47.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 514 | $47.5K | 0.00% | −1,433−73.6% | Reduced |
| Owl Creek Wealth Partners LLC | 537 | $49.7K | 0.02% | +537 | New |
| Mountain Hill Investment Partners Corp. | 540 | $50.0K | 0.03% | +110+25.6% | Added |
| Atlantic Union Bankshares Corp | 542 | $50.1K | 0.00% | +259+91.5% | Added |
| Strategic Wealth Partners, Ltd. | 542 | $50.2K | 0.00% | −73−11.9% | Reduced |
| Arcadia Investment Management Corp | 568 | $52.5K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 571 | $52.8K | 0.02% | +283+98.3% | Added |
| Oakworth Capital, Inc. | 591 | $54.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 595 | $55.0K | 0.01% | −1,213−67.1% | Reduced |
| Rialto Wealth Management, LLC | 606 | $56.1K | 0.01% | +1+0.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 631 | $58.4K | 0.01% | +223+54.7% | Added |
| Wall Street Financial Group, Inc. | 631 | $58.4K | 0.03% | +631 | New |
| Activest Wealth Management | 673 | $62.3K | 0.01% | +525+354.7% | Added |
| Perkins Coie Trust Co | 677 | $62.6K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 703 | $65.0K | 0.00% | −2,443−77.7% | Reduced |
| Crewe Advisors LLC | 714 | $66.1K | 0.01% | +553+343.5% | Added |
| Valley National Advisers Inc | 726 | $67.0K | 0.01% | −231−24.1% | Reduced |
| TSFG, LLC | 726 | $67.0K | 0.01% | 00.0% | Unchanged |