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 |
|---|---|---|---|---|---|
| Baker Tilly Wealth Management, LLC | 5,180 | $479.1K | 0.12% | −692−11.8% | Reduced |
| Fort Sheridan Advisors LLC | 5,212 | $482.1K | 0.06% | +976+23.0% | Added |
| Perigon Wealth Management, LLC | 5,229 | $483.7K | 0.01% | +52+1.0% | Added |
| Canandaigua National Trust Co of Florida | 5,240 | $484.7K | 0.39% | +5,240 | New |
| Sentinus, LLC | 5,265 | $487.0K | 0.04% | +5,265 | New |
| Z3 Capital Partners, LLC | 5,267 | $487.2K | 0.12% | 00.0% | Unchanged |
| Norden Group LLC | 5,269 | $487.4K | 0.05% | +2,256+74.9% | Added |
| Erste Asset Management GmbH | 5,426 | $490.3K | 0.00% | −113,220−95.4% | Reduced |
| Cornerstone Wealth Management, LLC | 5,317 | $491.8K | 0.02% | −1,479−21.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,334 | $493.3K | 0.00% | +4,799+897.0% | Added |
| Dorsey & Whitney Trust CO LLC | 5,340 | $493.9K | 0.03% | −174−3.2% | Reduced |
| Sigma Planning Corp | 5,343 | $494.2K | 0.01% | +998+23.0% | Added |
| Forefront Wealth Partners, LLC | 5,342 | $494.2K | 0.21% | +1,791+50.4% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,404 | $499.9K | 0.02% | −295−5.2% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 5,426 | $501.9K | 0.00% | −9,884−64.6% | Reduced |
| National Asset Management, Inc. | 5,564 | $502.7K | 0.03% | +6+0.1% | Added |
| Wealth Preservation Advisors, LLC | 5,450 | $504.1K | 0.42% | +1,450+36.3% | Added |
| Forum Financial Management, LP | 5,462 | $505.2K | 0.01% | −4,349−44.3% | Reduced |
| XML Financial, LLC | 5,474 | $506.4K | 0.04% | −934−14.6% | Reduced |
| Drake & Associates, LLC | 5,487 | $507.5K | 0.10% | −1,833−25.0% | Reduced |
| Marks Group Wealth Management, Inc | 5,493 | $508.1K | 0.05% | −7,338−57.2% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,500 | $508.8K | 0.04% | 00.0% | Unchanged |
| Diversified Trust Co | 5,546 | $513.0K | 0.01% | −16−0.3% | Reduced |
| Elequin Capital LP | 5,547 | $513.1K | 0.05% | +5,403+3,752.1% | Added |
| Cary Street Partners Financial LLC | 5,580 | $516.1K | 0.01% | +630+12.7% | Added |
| Union Bancaire Privee, UBP SA | 6,023 | $517.7K | 0.01% | +2,117+54.2% | Added |
| Knightsbridge Asset Management, LLC | 5,660 | $523.5K | 0.07% | +1,410+33.2% | Added |
| Register Financial Advisors LLC | 5,748 | $531.7K | 0.20% | +1,738+43.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 5,762 | $532.9K | 0.01% | +430+8.1% | Added |
| LexAurum Advisors, LLC | 5,780 | $534.6K | 0.07% | +5,780 | New |
| Welch & Forbes LLC | 5,781 | $534.7K | 0.01% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 5,781 | $534.8K | 0.01% | +1,487+34.6% | Added |
| Pallas Capital Advisors LLC | 5,791 | $535.7K | 0.02% | +5,791 | New |
| Intact Investment Management Inc. | 5,800 | $536.5K | 0.02% | 00.0% | Unchanged |
| Dynasty Wealth Management, LLC | 5,832 | $539.5K | 0.00% | +3,615+163.1% | Added |
| Brady Martz Wealth Solutions, LLC | 5,839 | $540.2K | 0.09% | +2,357+67.7% | Added |
| Sawgrass Asset Management LLC | 5,861 | $542.1K | 0.08% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,890 | $544.8K | 0.01% | −18,805−76.1% | Reduced |
| Frec Markets, Inc. | 5,959 | $551.2K | 0.09% | +2,323+63.9% | Added |
| Resources Investment Advisors, LLC. | 5,970 | $552.2K | 0.01% | −3,649−37.9% | Reduced |
| Axiom Investment Management LLC | 6,000 | $555.0K | 0.42% | +6,000 | New |
| Firethorn Wealth Partners, LLC | 6,039 | $558.6K | 0.20% | −421−6.5% | Reduced |
| Insigneo Advisory Services, LLC | 6,073 | $561.7K | 0.04% | +1,775+41.3% | Added |
| Old National Bancorp | 6,108 | $565.0K | 0.01% | −603−9.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 6,142 | $568.1K | 0.00% | −190,629−96.9% | Reduced |
| Ameritas Investment Partners, Inc. | 6,143 | $568.2K | 0.02% | 00.0% | Unchanged |
| Profund Advisors LLC | 6,153 | $569.2K | 0.02% | −1,417−18.7% | Reduced |
| Financial Engines Advisors L.L.C. | 6,223 | $575.6K | 0.00% | −1,715−21.6% | Reduced |
| RiverFront Investment Group, LLC | 6,247 | $577.9K | 0.01% | +570+10.0% | Added |
| Allianz SE | 6,260 | $579.0K | 0.01% | −1,650−20.9% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,274 | $580.4K | 0.12% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 6,310 | $583.7K | 0.15% | −1,570−19.9% | Reduced |
| Mendel Capital Management LLC | 6,311 | $583.7K | 0.29% | +6,311 | New |
| NorthCrest Asset Manangement, LLC | 6,420 | $585.7K | 0.02% | +4,233+193.6% | Added |
| Cigna Investments Inc | 6,359 | $588.0K | 0.09% | −165−2.5% | Reduced |
| Fidelis Capital Partners, LLC | 6,416 | $593.4K | 0.04% | −5,769−47.3% | Reduced |
| Family Management Corp | 6,434 | $595.1K | 0.07% | +1,883+41.4% | Added |
| Golden State Equity Partners | 6,449 | $596.6K | 0.05% | −3,265−33.6% | Reduced |
| Ossiam | 6,459 | $597.5K | 0.01% | −1,522−19.1% | Reduced |
| Red Door Wealth Management, LLC | 6,461 | $597.6K | 0.06% | +360+5.9% | Added |
| Douglas Lane & Associates, LLC | 6,481 | $599.5K | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 6,613 | $611.7K | 0.02% | −605−8.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,633 | $613.6K | 0.01% | −16,112−70.8% | Reduced |
| OpenArc Corporate Advisory, LLC | 6,665 | $616.5K | 0.01% | +3,043+84.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 6,657 | $617.0K | 0.05% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 6,714 | $621.0K | 0.19% | +2,857+74.1% | Added |
| Investors Research Corp | 6,725 | $622.1K | 0.12% | +6,725 | New |
| Robertson Stephens Wealth Management, LLC | 6,728 | $622.3K | 0.02% | −672−9.1% | Reduced |
| Ritholtz Wealth Management | 6,735 | $623.0K | 0.01% | −180−2.6% | Reduced |
| Nalls Sherbakoff Group, LLC | 6,737 | $623.2K | 0.46% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 6,767 | $625.9K | 0.08% | +358+5.6% | Added |
| Evoke Wealth, LLC | 6,799 | $629.0K | 0.01% | +3,773+124.7% | Added |
| Principal Street Partners, LLC | 6,812 | $630.1K | 0.10% | +1,671+32.5% | Added |
| Wealthcare Advisory Partners LLC | 6,830 | $631.7K | 0.01% | −301−4.2% | Reduced |
| Westpac Banking Corp | 6,856 | $634.2K | 0.04% | −922−11.9% | Reduced |
| Stratos Wealth Partners, LTD. | 6,887 | $637.1K | 0.01% | −4,681−40.5% | Reduced |
| Moors & Cabot, Inc. | 6,903 | $638.5K | 0.03% | +331+5.0% | Added |
| SRS Capital Advisors, Inc. | 6,900 | $639.2K | 0.02% | +2,120+44.4% | Added |
| Norway Savings Bank | 6,922 | $640.3K | 0.30% | +4,059+141.8% | Added |
| Visionary Wealth Advisors | 6,946 | $642.5K | 0.03% | +31+0.4% | Added |
| ATX Financial Planning, LLC | 6,948 | $642.7K | 0.49% | +624+9.9% | Added |
| Prelude Capital Management, LLC | 6,950 | $642.9K | 0.05% | +4,929+243.9% | Added |
| Aigen Investment Management, LP | 6,957 | $643.5K | 0.17% | +6,957 | New |
| Tradition Wealth Management, LLC | 6,975 | $645.2K | 0.05% | +1,267+22.2% | Added |
| Bramshill Investments, LLC | 7,000 | $647.5K | 0.06% | +7,000 | New |
| Mosaic Financial Group, LLC | 7,011 | $649.0K | 0.46% | +11+0.2% | Added |
| ExodusPoint Capital Management, LP | 7,139 | $660.4K | 0.01% | −52,418−88.0% | Reduced |
| Guinness Asset Management LTD | 7,147 | $661.1K | 0.01% | −77−1.1% | Reduced |
| Tred Avon Family Wealth, LLC | 7,191 | $665.2K | 0.22% | −2,733−27.5% | Reduced |
| Yorktown Management & Research Co Inc | 7,200 | $666.0K | 0.56% | 00.0% | Unchanged |
| GTS Securities LLC | 7,248 | $670.4K | 0.02% | −1,853−20.4% | Reduced |
| Sage Rhino Capital LLC | 7,293 | $674.6K | 0.13% | −14−0.2% | Reduced |
| One Capital Management, LLC | 7,339 | $678.9K | 0.02% | +73+1.0% | Added |
| Paradigm Asset Management Co LLC | 7,354 | $680.2K | 0.16% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 7,398 | $684.3K | 0.02% | −2,173−22.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,417 | $686.0K | 0.02% | +2,946+65.9% | Added |
| Glenmede Trust Co NA | 7,446 | $688.8K | 0.00% | −369−4.7% | Reduced |
| Bridgewater Associates, LP | 7,489 | $692.7K | 0.00% | −39,945−84.2% | Reduced |
| Trust Asset Management LLC | 7,496 | $693.4K | 0.05% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 7,510 | $694.7K | 0.07% | −64−0.8% | Reduced |