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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 760 | $70.3K | 0.00% | −1,310−63.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 785 | $72.6K | 0.02% | +785 | New |
| J.Safra Asset Management Corp | 794 | $73.5K | 0.00% | −149−15.8% | Reduced |
| Capula Management Ltd | 799 | $73.9K | 0.00% | +333+71.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 814 | $75.3K | 0.03% | −593−42.1% | Reduced |
| Harbour Investments, Inc. | 859 | $79.5K | 0.00% | +52+6.4% | Added |
| NBT Bank N A | 866 | $80.1K | 0.01% | +739+581.9% | Added |
| Lodestone Wealth Management LLC | 884 | $81.7K | 0.03% | +233+35.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 890 | $82.3K | 0.03% | +220+32.8% | Added |
| Webster Bank, N. A. | 944 | $87.3K | 0.01% | −160−14.5% | Reduced |
| Harbor Investment Advisory, LLC | 952 | $88.1K | 0.01% | −1,414−59.8% | Reduced |
| Delta Asset Management LLC | 981 | $90.7K | 0.01% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1,000 | $92.5K | 0.09% | +1,000 | New |
| Boreal Capital Management LLC | 1,009 | $93.3K | 0.08% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1,019 | $94.3K | 0.04% | +12+1.2% | Added |
| Sound Income Strategies, LLC | 1,034 | $94.4K | 0.00% | −50−4.6% | Reduced |
| Motco | 1,024 | $94.7K | 0.01% | −30−2.8% | Reduced |
| Hollencrest Capital Management | 1,034 | $95.6K | 0.00% | +844+444.2% | Added |
| CVA Family Office, LLC | 1,039 | $96.1K | 0.01% | +334+47.4% | Added |
| SJS Investment Consulting Inc. | 1,040 | $96.2K | 0.01% | +514+97.7% | Added |
| Oslo Pensjonsforsikring AS | 1,043 | $96.5K | 0.02% | +1,043 | New |
| Essential Partners LLC | 1,062 | $98.2K | 0.03% | +1,032+3,440.0% | Added |
| Signature Equity Partners, LLC | 1,090 | $100.9K | 0.05% | +231+26.9% | Added |
| Financial Perspectives, Inc | 1,120 | $103.6K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,040 | $106.0K | 0.01% | +97+10.3% | Added |
| Harbor Asset Planning, Inc. | 1,197 | $110.8K | 0.09% | 00.0% | Unchanged |
| Limestone Investment Advisors LP | 1,200 | $111.0K | 0.05% | +1,140+1,900.0% | Added |
| International Assets Investment Management, LLC | 1,225 | $112.0K | 0.01% | −85−6.5% | Reduced |
| GF Fund Management Co. Ltd. | 1,218 | $112.7K | 0.00% | +1,218 | New |
| Atlas Capital Advisors LLC | 1,221 | $112.9K | 0.01% | +422+52.8% | Added |
| Parkside Financial Bank & Trust | 1,254 | $116.0K | 0.01% | −103−7.6% | Reduced |
| Tower View Investment Management & Research LLC | 1,254 | $116.0K | 0.06% | +3+0.2% | Added |
| Hills Bank & Trust Co | 1,293 | $119.6K | 0.01% | −2,274−63.8% | Reduced |
| MCF Advisors LLC | 1,308 | $121.0K | 0.01% | −55−4.0% | Reduced |
| Tripletail Wealth Management, LLC | 1,330 | $121.3K | 0.17% | −1,100−45.3% | Reduced |
| United Community Bank | 1,388 | $128.4K | 0.04% | +70+5.3% | Added |
| Advocate Investing Services LLC | 1,400 | $129.5K | 0.11% | 00.0% | Unchanged |
| Hoey Investments, Inc | 1,408 | $130.2K | 0.02% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 1,409 | $130.3K | 0.00% | −261−15.6% | Reduced |
| Stelac Advisory Services LLC | 1,423 | $131.6K | 0.03% | −40−2.7% | Reduced |
| Quarry LP | 1,440 | $133.2K | 0.03% | +781+118.5% | Added |
| Cromwell Holdings LLC | 1,443 | $133.5K | 0.08% | −684−32.2% | Reduced |
| Montag A & Associates Inc | 1,500 | $138.8K | 0.01% | 00.0% | Unchanged |
| Unison Asset Management LLC | 1,668 | $154.3K | 0.07% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,721 | $159.2K | 0.00% | −252−12.8% | Reduced |
| Intesa Sanpaolo Wealth Management | 1,721 | $159.2K | 0.04% | +1,680+4,097.6% | Added |
| Golden State Wealth Management, LLC | 1,770 | $163.7K | 0.02% | −1,902−51.8% | Reduced |
| Rosenberg Matthew Hamilton | 1,778 | $164.5K | 0.03% | −388−17.9% | Reduced |
| Bogart Wealth, LLC | 1,810 | $167.4K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,830 | $169.3K | 0.02% | −49−2.6% | Reduced |
| Centaurus Financial, Inc. | 1,841 | $170.0K | 0.01% | −6,862−78.8% | Reduced |
| TFC Financial Management | 1,840 | $170.2K | 0.02% | −375−16.9% | Reduced |
| Quadrant Capital Group LLC | 1,846 | $170.8K | 0.01% | −12,495−87.1% | Reduced |
| Onefund, LLC | 1,885 | $172.3K | 0.11% | −67−3.4% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 1,880 | $173.9K | 0.00% | +1,880 | New |
| Greykasell Wealth Strategies, Inc. | 1,940 | $179.5K | 0.07% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,967 | $181.9K | 0.01% | −1,003−33.8% | Reduced |
| St Germain D J Co Inc | 1,993 | $184.4K | 0.01% | 00.0% | Unchanged |
| Granite FO LLC | 2,000 | $185.0K | 0.11% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 2,041 | $188.8K | 0.01% | −6,213−75.3% | Reduced |
| YANKCOM Partnership | 2,067 | $191.2K | 0.08% | +729+54.5% | Added |
| Camden Capital, LLC | 2,101 | $194.3K | 0.01% | −23,299−91.7% | Reduced |
| First Horizon Corp | 2,103 | $194.5K | 0.01% | −969−31.5% | Reduced |
| Miracle Mile Advisors, LLC | 2,166 | $200.4K | 0.00% | −119−5.2% | Reduced |
| Natural Investments, LLC | 2,174 | $201.0K | 0.05% | 00.0% | Unchanged |
| CenterBook Partners LP | 2,178 | $201.5K | 0.01% | −7,082−76.5% | Reduced |
| Xxi Wealth, LLC | 2,187 | $202.3K | 0.11% | −367−14.4% | Reduced |
| LVW Advisors, LLC | 2,198 | $203.3K | 0.02% | +2,198 | New |
| Cary Street Partner Investment Advisory LLC | 2,212 | $204.6K | 0.05% | +306+16.1% | Added |
| 71 West Capital Partners | 2,217 | $205.1K | 0.01% | +642+40.8% | Added |
| WealthPlan Investment Management, LLC | 2,218 | $205.2K | 0.01% | +2,218 | New |
| Prota Financial, LLC | 2,219 | $205.2K | 0.15% | −408−15.5% | Reduced |
| Founders Financial Alliance, LLC | 2,220 | $205.4K | 0.04% | +70+3.3% | Added |
| Americana Partners, LLC | 2,226 | $205.9K | 0.01% | −837−27.3% | Reduced |
| Continuum Advisory, LLC | 2,228 | $206.1K | 0.02% | −1,657−42.7% | Reduced |
| Stock Yards Bank & Trust Co | 2,228 | $206.1K | 0.01% | +200+9.9% | Added |
| Leo Wealth, LLC | 2,236 | $206.8K | 0.02% | −10,686−82.7% | Reduced |
| Kingsview Wealth Management, LLC | 2,238 | $207.0K | 0.00% | +146+7.0% | Added |
| Calamos Wealth Management LLC | 2,242 | $207.4K | 0.01% | −50−2.2% | Reduced |
| Calamos Advisors LLC | 2,242 | $207.4K | 0.00% | +2,242 | New |
| Avidian Wealth Solutions, LLC | 2,249 | $208.0K | 0.01% | +198+9.7% | Added |
| Stratos Wealth Advisors, LLC | 2,254 | $208.6K | 0.01% | −341−13.1% | Reduced |
| Millennium Capital Advisors, LLC | 2,255 | $208.6K | 0.13% | −900−28.5% | Reduced |
| Quotient Wealth Partners, LLC | 2,260 | $209.0K | 0.01% | −520−18.7% | Reduced |
| Howard Capital Management Inc. | 2,260 | $209.1K | 0.00% | −2,211−49.5% | Reduced |
| Urban Wealth Management, LLC | 2,275 | $210.4K | 0.22% | −1,103−32.7% | Reduced |
| Defiance ETFs, LLC | 2,282 | $211.1K | 0.00% | +2,282 | New |
| Aviance Capital Partners, LLC | 2,316 | $214.2K | 0.03% | 00.0% | Unchanged |
| PDS Planning, Inc | 2,317 | $214.3K | 0.01% | −107−4.4% | Reduced |
| First Growth Capital LLC | 2,363 | $215.9K | 0.20% | +10.0% | Added |
| Clark Capital Management Group, Inc. | 2,336 | $216.1K | 0.00% | +406+21.0% | Added |
| Stamos Capital Partners, L.P. | 2,357 | $218.0K | 0.03% | +2,357 | New |
| Perfromance Wealth Partners, LLC | 2,373 | $219.5K | 0.01% | −173,585−98.7% | Reduced |
| Prosperity Consulting Group, LLC | 2,375 | $219.7K | 0.01% | −970−29.0% | Reduced |
| Sand Hill Global Advisors, LLC | 2,381 | $220.2K | 0.01% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 2,396 | $221.8K | 0.00% | −51−2.1% | Reduced |
| D'Orazio & Associates, Inc. | 2,400 | $222.0K | 0.03% | −26−1.1% | Reduced |
| Banque Pictet & Cie SA | 2,400 | $222.0K | 0.00% | 00.0% | Unchanged |
| J. Goldman & Co LP | 2,400 | $222.0K | 0.01% | +2,400 | New |
| Corundum Group, Inc. | 2,410 | $222.9K | 0.07% | +401+20.0% | Added |