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 |
|---|---|---|---|---|---|
| First City Capital Management, Inc. | 3,541 | $327.5K | 0.17% | −130−3.5% | Reduced |
| Cercano Management LLC | 3,560 | $329.3K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 3,587 | $331.8K | 0.01% | −4,263−54.3% | Reduced |
| Johnson Financial Group, Inc. | 3,597 | $332.7K | 0.01% | −451−11.1% | Reduced |
| HHM Wealth Advisors, LLC | 3,598 | $332.8K | 0.04% | +10.0% | Added |
| AlphaCore Capital LLC | 3,602 | $333.2K | 0.01% | +2,822+361.8% | Added |
| Texas Capital Bank Wealth Management Services Inc | 3,604 | $333.4K | 0.02% | +515+16.7% | Added |
| Diversify Wealth Management, LLC | 3,372 | $334.9K | 0.01% | +3,372 | New |
| Wealthspire Advisors, LLC | 3,630 | $335.8K | 0.00% | −3,705−50.5% | Reduced |
| Procyon Private Wealth Partners, LLC | 3,636 | $336.3K | 0.02% | +186+5.4% | Added |
| Patton Fund Management, Inc. | 3,659 | $338.5K | 0.06% | +1,801+96.9% | Added |
| Cypress Wealth Services, LLC | 3,670 | $339.5K | 0.05% | +287+8.5% | Added |
| Catalyst Private Wealth, LLC | 3,674 | $339.8K | 0.18% | +121+3.4% | Added |
| Diversified Management Inc | 3,674 | $339.8K | 0.06% | +3,674 | New |
| L2 Asset Management, LLC | 3,687 | $341.0K | 0.03% | +253+7.4% | Added |
| Formidable Asset Management, LLC | 2,681 | $341.8K | 0.05% | +340+14.5% | Added |
| Davis R M Inc | 3,700 | $342.3K | 0.01% | −5−0.1% | Reduced |
| Roundview Capital LLC | 3,709 | $343.0K | 0.02% | +1,629+78.3% | Added |
| Change Path, LLC | 3,712 | $343.3K | 0.01% | +1,607+76.3% | Added |
| Integrated Investment Consultants, LLC | 3,750 | $346.9K | 0.07% | −3,882−50.9% | Reduced |
| Savant Capital, LLC | 3,767 | $348.5K | 0.00% | +1,233+48.7% | Added |
| Pines Wealth Management, LLC | 3,790 | $350.6K | 0.11% | −678−15.2% | Reduced |
| Bingham Private Wealth, LLC | 3,790 | $350.6K | 0.28% | +442+13.2% | Added |
| Beese Fulmer Investment Management, Inc. | 3,802 | $351.7K | 0.02% | +3,802 | New |
| Ade, LLC | 3,805 | $352.0K | 0.17% | 00.0% | Unchanged |
| Fiduciary Trust Co | 3,805 | $352.0K | 0.00% | +3,805 | New |
| TAGStone Capital, Inc. | 3,805 | $352.0K | 0.12% | +8+0.2% | Added |
| Soltis Investment Advisors LLC | 3,808 | $352.2K | 0.02% | +1,520+66.4% | Added |
| Berkshire Asset Management LLC | 3,825 | $353.8K | 0.02% | +8+0.2% | Added |
| Northeast Investment Management | 3,829 | $354.2K | 0.01% | −5,000−56.6% | Reduced |
| Mainstay Capital Management LLC | 3,868 | $357.8K | 0.03% | −95−2.4% | Reduced |
| Hantz Financial Services, Inc. | 3,873 | $358.0K | 0.01% | +2,253+139.1% | Added |
| ProVise Management Group, LLC | 3,895 | $360.3K | 0.03% | −389−9.1% | Reduced |
| Wick Capital Partners, LLC | 3,933 | $363.8K | 0.07% | +3,933 | New |
| one8zero8, LLC | 3,950 | $365.4K | 0.08% | +50+1.3% | Added |
| Vision Retirement, LLC | 3,971 | $367.4K | 0.10% | +125+3.3% | Added |
| Exchange Traded Concepts, LLC | 3,977 | $367.9K | 0.00% | +1,279+47.4% | Added |
| D.A. Davidson & Co. | 3,978 | $368.0K | 0.00% | −4,214−51.4% | Reduced |
| Sunbelt Securities, Inc. | 3,991 | $369.1K | 0.02% | +140+3.6% | Added |
| BNP Paribas | 3,997 | $369.7K | 0.01% | −11,578−74.3% | Reduced |
| Kavar Capital Partners Group, LLC | 4,022 | $372.0K | 0.05% | −7−0.2% | Reduced |
| Platform Technology Partners | 4,039 | $373.6K | 0.07% | +997+32.8% | Added |
| Hardin Capital Partners, LLC | 4,043 | $374.0K | 0.17% | +230+6.0% | Added |
| Smartleaf Asset Management LLC | 4,152 | $375.2K | 0.01% | −551−11.7% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3,690 | $381.3K | 0.00% | +54+1.5% | Added |
| Drive Wealth Management, LLC | 4,158 | $384.6K | 0.08% | +1,772+74.3% | Added |
| Kesler, Norman & Wride, LLC | 4,167 | $385.4K | 0.07% | +436+11.7% | Added |
| Haverford Trust Co | 4,182 | $386.8K | 0.00% | +342+8.9% | Added |
| V-Square Quantitative Management LLC | 4,208 | $389.2K | 0.04% | +1,557+58.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 4,218 | $390.2K | 0.02% | +2,205+109.5% | Added |
| Aaron Wealth Advisors | 4,237 | $391.9K | 0.02% | −1,467−25.7% | Reduced |
| Syon Capital LLC | 4,243 | $392.5K | 0.02% | −1,887−30.8% | Reduced |
| FreeGulliver LLC | 4,258 | $393.9K | 0.17% | +215+5.3% | Added |
| KCM Investment Advisors LLC | 4,267 | $394.7K | 0.01% | +32+0.8% | Added |
| Intrust Bank NA | 4,302 | $397.9K | 0.03% | +2,678+164.9% | Added |
| Waddell & Associates, LLC | 4,315 | $399.1K | 0.02% | +4,315 | New |
| Fundamentun, LLC | 4,323 | $399.9K | 0.02% | −217−4.8% | Reduced |
| Canvas Wealth Advisors, LLC | 4,342 | $401.6K | 0.07% | +2,482+133.4% | Added |
| Spirit of America Management Corp | 4,350 | $402.4K | 0.08% | 00.0% | Unchanged |
| Fjell Capital, LLC | 4,353 | $402.7K | 0.31% | −838−16.1% | Reduced |
| Rossmore Private Capital | 4,360 | $403.3K | 0.04% | +4,360 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,373 | $404.5K | 0.02% | 00.0% | Unchanged |
| Ballentine Partners, LLC | 4,375 | $404.7K | 0.01% | −796−15.4% | Reduced |
| Accuvest Global Advisors | 4,373 | $405.0K | 0.38% | −22,231−83.6% | Reduced |
| Apella Capital, LLC | 3,939 | $408.1K | 0.01% | −7−0.2% | Reduced |
| CNB Bank | 4,422 | $409.0K | 0.17% | +918+26.2% | Added |
| Flatrock Wealth Partners LLC | 4,431 | $409.8K | 0.18% | +543+14.0% | Added |
| Parcion Private Wealth LLC | 4,435 | $410.2K | 0.03% | +329+8.0% | Added |
| Samalin Investment Counsel, LLC | 4,449 | $411.5K | 0.15% | −94−2.1% | Reduced |
| Fox Run Management, L.L.C. | 4,584 | $414.2K | 0.07% | +4,584 | New |
| Smith Shellnut Wilson LLC | 4,478 | $414.2K | 0.18% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 4,525 | $418.6K | 0.01% | −2,317−33.9% | Reduced |
| Joel Isaacson & Co., LLC | 4,541 | $420.1K | 0.01% | +5+0.1% | Added |
| Perennial Investment Advisors, LLC | 4,554 | $421.3K | 0.03% | +394+9.5% | Added |
| First National Trust Co | 4,588 | $424.4K | 0.01% | −10−0.2% | Reduced |
| Vinva Investment Management Ltd | 4,719 | $426.4K | 0.01% | +621+15.2% | Added |
| Evelyn Partners Investment Management LLP | 4,640 | $429.2K | 0.01% | 00.0% | Unchanged |
| Supplemental Annuity Collective Trust of NJ | 4,647 | $429.8K | 0.12% | +4,647 | New |
| CAPROCK Group, Inc. | 4,695 | $434.3K | 0.01% | −5,349−53.3% | Reduced |
| Duncker Streett & Co Inc | 4,700 | $434.8K | 0.08% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 4,700 | $434.8K | 0.13% | 00.0% | Unchanged |
| Wedmont Private Capital | 4,640 | $436.0K | 0.01% | −2,455−34.6% | Reduced |
| StoneX Group Inc. | 4,741 | $438.5K | 0.02% | −2,263−32.3% | Reduced |
| NFC Investments, LLC | 4,750 | $439.0K | 0.12% | +10+0.2% | Added |
| Everhart Financial Group, Inc. | 4,768 | $441.0K | 0.04% | +1,458+44.0% | Added |
| Advisors Asset Management, Inc. | 4,782 | $442.3K | 0.01% | −2,037−29.9% | Reduced |
| PFG Investments, LLC | 4,807 | $444.7K | 0.02% | +4,807 | New |
| Edgemoor Investment Advisors, Inc. | 4,886 | $452.0K | 0.04% | 00.0% | Unchanged |
| Sig Brokerage, LP | 4,889 | $452.2K | 0.13% | +4,889 | New |
| MASTERINVEST Kapitalanlage GmbH | 4,928 | $455.8K | 0.05% | +2,558+107.9% | Added |
| RFG Advisory, LLC | 4,946 | $457.5K | 0.01% | −3,612−42.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 4,948 | $457.7K | 0.01% | −92,402−94.9% | Reduced |
| Jump Financial, LLC | 4,977 | $460.4K | 0.01% | +74+1.5% | Added |
| Principle Wealth Partners LLC | 5,030 | $465.3K | 0.03% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 5,048 | $466.9K | 0.13% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 5,084 | $470.3K | 0.01% | +5,084 | New |
| Crestwood Advisors Group LLC | 5,122 | $473.8K | 0.01% | −463−8.3% | Reduced |
| Glenview Trust Co | 5,133 | $474.8K | 0.01% | −1,928−27.3% | Reduced |
| Laurel Oak Wealth Management, LLC | 5,136 | $475.1K | 0.08% | +80+1.6% | Added |
| Sterling Capital Management LLC | 5,165 | $477.8K | 0.01% | −2,864−35.7% | Reduced |