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 |
|---|---|---|---|---|---|
| Northwest Bancshares, Inc. | 2,425 | $224.3K | 0.04% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 2,430 | $224.8K | 0.02% | +2,430 | New |
| BlueStem Wealth Partners, LLC | 2,447 | $226.3K | 0.03% | +378+18.3% | Added |
| Ssi Investment Management LLC | 2,474 | $228.8K | 0.02% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 2,508 | $232.0K | 0.01% | −16−0.6% | Reduced |
| Mather Group, LLC. | 2,523 | $233.4K | 0.00% | +790+45.6% | Added |
| Farmers National Bank | 2,524 | $233.5K | 0.05% | +2,524 | New |
| NorthRock Partners, LLC | 2,526 | $233.7K | 0.00% | +791+45.6% | Added |
| Partners Capital Investment Group, LLP | 2,529 | $233.9K | 0.01% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 2,531 | $234.1K | 0.01% | +2,531 | New |
| Ausdal Financial Partners, Inc. | 2,533 | $234.2K | 0.01% | +285+12.7% | Added |
| Bull Harbor Capital LLC | 2,535 | $234.5K | 0.06% | +2,535 | New |
| Frank, Rimerman Advisors LLC | 2,548 | $235.7K | 0.02% | −2,439−48.9% | Reduced |
| Evercore Wealth Management, LLC | 2,582 | $238.8K | 0.00% | −20−0.8% | Reduced |
| Dakota Wealth Management | 2,600 | $240.5K | 0.01% | −695−21.1% | Reduced |
| Savvy Advisors, Inc. | 2,600 | $240.5K | 0.01% | −212−7.5% | Reduced |
| Umb Bank N A | 2,602 | $240.7K | 0.00% | −712−21.5% | Reduced |
| Fukoku Mutual Life Insurance Co | 2,616 | $242.0K | 0.02% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 2,623 | $242.6K | 0.01% | +8+0.3% | Added |
| Horizon Bancorp Inc | 2,622 | $243.0K | 0.12% | +95+3.8% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 2,630 | $243.3K | 0.03% | 00.0% | Unchanged |
| North Capital, Inc. | 2,640 | $244.2K | 0.21% | +14+0.5% | Added |
| Newbridge Financial Services Group, Inc. | 2,642 | $244.3K | 0.04% | +3+0.1% | Added |
| Washington Trust Bank | 2,644 | $244.6K | 0.02% | 00.0% | Unchanged |
| Diligent Investors, LLC | 2,645 | $244.7K | 0.06% | −600−18.5% | Reduced |
| Cypress Point Wealth Management, LLC | 2,652 | $245.3K | 0.05% | +327+14.1% | Added |
| Guyasuta Investment Advisors Inc | 2,666 | $246.6K | 0.01% | −186−6.5% | Reduced |
| Range Advisory, LLC | 2,682 | $248.1K | 0.05% | +2,682 | New |
| Avantax Planning Partners, Inc. | 2,700 | $249.8K | 0.01% | +700+35.0% | Added |
| Monticello Wealth Management, LLC | 2,741 | $253.5K | 0.02% | +1,033+60.5% | Added |
| Ballast, Inc. | 2,752 | $254.6K | 0.06% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,763 | $255.6K | 0.09% | 00.0% | Unchanged |
| Maia Wealth LLC | 2,776 | $256.8K | 0.04% | +29+1.1% | Added |
| Legacy Financial Advisors, Inc. | 2,816 | $260.5K | 0.04% | +2,816 | New |
| 1832 Asset Management L.P. | 2,820 | $260.9K | 0.00% | −790−21.9% | Reduced |
| Foundations Investment Advisors, LLC | 2,822 | $261.0K | 0.00% | −217−7.1% | Reduced |
| Trust Point Inc. | 2,824 | $261.2K | 0.02% | +2,824 | New |
| Ashton Thomas Private Wealth, LLC | 2,824 | $261.2K | 0.01% | +2,824 | New |
| Fragasso Group Inc. | 2,877 | $261.9K | 0.02% | −1,580−35.4% | Reduced |
| Legacy Advisors, LLC | 2,832 | $262.0K | 0.03% | +410+16.9% | Added |
| Naviter Wealth, LLC | 2,839 | $262.6K | 0.03% | +6+0.2% | Added |
| Essex Savings Bank | 2,843 | $263.0K | 0.06% | +32+1.1% | Added |
| Northwest Wealth Management, LLC | 2,846 | $263.3K | 0.04% | +2,846 | New |
| LFA - Lugano Financial Advisors SA | 2,850 | $263.6K | 0.13% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,855 | $264.1K | 0.01% | +2,214+345.4% | Added |
| Pension & Wealth Management Advisors, Inc. | 2,883 | $266.7K | 0.08% | +821+39.8% | Added |
| Conning Inc. | 2,885 | $266.9K | 0.01% | −417−12.6% | Reduced |
| FourThought Financial Partners, LLC | 2,892 | $267.5K | 0.02% | +321+12.5% | Added |
| Wellington Shields Capital Management, LLC | 2,900 | $268.3K | 0.04% | −12,595−81.3% | Reduced |
| Crawford Investment Counsel Inc | 2,900 | $268.3K | 0.00% | −42−1.4% | Reduced |
| 10Elms LLP | 2,901 | $268.3K | 0.17% | −1,173−28.8% | Reduced |
| Mayflower Financial Advisors, LLC | 2,907 | $268.9K | 0.03% | +113+4.0% | Added |
| Citizens National Bank Trust Department | 3,000 | $277.5K | 0.05% | −350−10.4% | Reduced |
| Wellington Shields & Co., LLC | 3,000 | $277.5K | 0.07% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 3,005 | $278.0K | 0.01% | −47−1.5% | Reduced |
| Rochester Wealth Strategies, LLC | 3,010 | $278.4K | 0.17% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 3,020 | $279.4K | 0.07% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 3,022 | $279.5K | 0.08% | +3,022 | New |
| Advisors Capital Management, LLC | 3,049 | $282.0K | 0.00% | −660−17.8% | Reduced |
| Sweeney & Michel, LLC | 2,876 | $282.3K | 0.08% | +6+0.2% | Added |
| Souders Financial Advisors | 3,070 | $284.0K | 0.03% | +447+17.0% | Added |
| Klingman & Associates, LLC | 3,083 | $285.2K | 0.01% | +89+3.0% | Added |
| Los Angeles Capital Management LLC | 3,109 | $287.6K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 3,110 | $287.7K | 0.03% | +72+2.4% | Added |
| Wedbush Securities Inc | 3,118 | $288.0K | 0.01% | −1,261−28.8% | Reduced |
| Financial Partners Group, Inc | 3,115 | $288.1K | 0.03% | +694+28.7% | Added |
| Two Sigma Securities, LLC | 3,120 | $288.6K | 0.03% | −3,342−51.7% | Reduced |
| Kera Capital Partners, Inc. | 3,124 | $289.0K | 0.04% | +388+14.2% | Added |
| VestGen Advisors, LLC | 2,910 | $289.5K | 0.01% | +2,910 | New |
| Pring Turner Capital Group Inc | 2,275 | $290.0K | 0.17% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 3,140 | $290.5K | 0.01% | +4+0.1% | Added |
| Banco BTG Pactual S.A. | 3,211 | $297.0K | 0.06% | +3,211 | New |
| Hodges Capital Management Inc. | 3,217 | $297.6K | 0.02% | +4+0.1% | Added |
| Dogwood Wealth Management LLC | 3,248 | $300.5K | 0.13% | −2,126−39.6% | Reduced |
| Silver Oak Securities, Inc | 3,249 | $300.5K | 0.02% | −578−15.1% | Reduced |
| Steel Peak Wealth Management LLC | 3,256 | $301.2K | 0.01% | +707+27.7% | Added |
| Spinnaker Investment Group, LLC | 3,269 | $302.4K | 0.06% | −39−1.2% | Reduced |
| Sovereign Financial Group, Inc. | 3,314 | $306.5K | 0.05% | −5−0.2% | Reduced |
| Boltwood Capital Management | 3,319 | $307.0K | 0.08% | +1,137+52.1% | Added |
| Advisor OS, LLC | 3,319 | $307.0K | 0.02% | −4,757−58.9% | Reduced |
| Manchester Capital Management LLC | 3,327 | $307.7K | 0.04% | −128−3.7% | Reduced |
| Verition Fund Management LLC | 3,328 | $307.8K | 0.00% | −82,268−96.1% | Reduced |
| Cambria Investment Management, L.P. | 3,333 | $308.3K | 0.02% | +3,333 | New |
| Oxford Financial Group Ltd | 3,334 | $308.4K | 0.02% | −24−0.7% | Reduced |
| Coastline Trust Co | 3,343 | $309.2K | 0.03% | −1,786−34.8% | Reduced |
| AlphaGrep UK Ltd | 3,377 | $312.4K | 0.09% | −199−5.6% | Reduced |
| Nations Financial Group Inc, | 3,378 | $312.5K | 0.02% | +3,378 | New |
| Leavell Investment Management, Inc. | 3,393 | $313.9K | 0.01% | −116−3.3% | Reduced |
| Kovitz Investment Group Partners, LLC | 3,393 | $313.9K | 0.01% | +3,393 | New |
| Wealth Quarterback LLC | 3,394 | $313.9K | 0.12% | +97+2.9% | Added |
| Commerzbank Aktiengesellschaft | 3,398 | $314.0K | 0.01% | −200−5.6% | Reduced |
| Snowwater Investment Partners, LLC | 3,438 | $318.0K | 0.30% | +1,438+71.9% | Added |
| Genesis Private Wealth, LLC | 3,443 | $318.5K | 0.10% | +307+9.8% | Added |
| Cornerstone Advisory, LLC | 3,465 | $320.5K | 0.03% | +45+1.3% | Added |
| Abel Hall, LLC | 3,471 | $321.1K | 0.07% | +1,697+95.7% | Added |
| Dudley Capital Management, LLC | 3,520 | $325.6K | 0.14% | −50−1.4% | Reduced |
| Kovack Advisors, Inc. | 3,565 | $325.8K | 0.02% | −1,061−22.9% | Reduced |
| Tranquility Partners, LLC | 3,532 | $326.7K | 0.12% | +1,956+124.1% | Added |
| Panagora Asset Management Inc | 3,532 | $326.7K | 0.00% | 00.0% | Unchanged |
| S-Bank Fund Management Ltd | 3,538 | $327.3K | 0.05% | −132−3.6% | Reduced |