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 |
|---|---|---|---|---|---|
| Coldstream Capital Management Inc | 7,529 | $696.4K | 0.01% | −1,544−17.0% | Reduced |
| CWA Asset Management Group, LLC | 7,572 | $700.4K | 0.02% | −192−2.5% | Reduced |
| Fusion Capital, LLC | 7,586 | $701.7K | 0.19% | +607+8.7% | Added |
| Polymer Capital Management (US) LLC | 7,588 | $701.9K | 0.10% | −4,103−35.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 7,630 | $705.8K | 0.13% | +120+1.6% | Added |
| Sagespring Wealth Partners, LLC | 7,635 | $706.3K | 0.01% | +317+4.3% | Added |
| Fifth Third Wealth Advisors LLC | 7,649 | $707.5K | 0.02% | +340+4.7% | Added |
| Clearwater Capital Advisors, LLC | 7,680 | $710.4K | 0.06% | +3,021+64.8% | Added |
| Duncan Williams Asset Management, LLC | 7,698 | $712.1K | 0.20% | −2,051−21.0% | Reduced |
| Gridiron Partners, LLC | 7,716 | $713.7K | 0.44% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 7,739 | $715.8K | 0.02% | +976+14.4% | Added |
| James J. Burns & Company, LLC | 7,774 | $719.1K | 0.10% | −10.0% | Reduced |
| Corsair Capital Management, L.P. | 7,834 | $724.6K | 0.11% | 00.0% | Unchanged |
| Capital Counsel LLC | 7,936 | $734.1K | 0.03% | 00.0% | Unchanged |
| We Are One Seven, LLC | 7,963 | $736.6K | 0.01% | +1,683+26.8% | Added |
| Huntington National Bank | 8,021 | $742.0K | 0.00% | +1,505+23.1% | Added |
| VisionPoint Advisory Group, LLC | 8,206 | $759.0K | 0.14% | +2,143+35.3% | Added |
| Evolve Private Wealth, LLC | 8,264 | $764.4K | 0.04% | +8,264 | New |
| Consilium Wealth Advisory, LLC | 8,499 | $786.2K | 0.27% | −1,140−11.8% | Reduced |
| Signaturefd, LLC | 8,502 | $786.4K | 0.01% | −820−8.8% | Reduced |
| Jessup Wealth Management, Inc | 8,507 | $786.9K | 0.29% | −70,795−89.3% | Reduced |
| Transcend Wealth Collective, LLC | 8,553 | $791.2K | 0.06% | +1,112+14.9% | Added |
| Gsa Capital Partners LLP | 8,574 | $793.0K | 0.05% | +4,723+122.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,600 | $795.5K | 0.00% | +8,600 | New |
| Greenleaf Trust | 8,621 | $797.4K | 0.01% | +361+4.4% | Added |
| Fiduciary Group LLC | 8,800 | $814.0K | 0.07% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 8,800 | $814.0K | 0.09% | +8,800 | New |
| Aries Wealth Management | 8,864 | $819.9K | 0.18% | 00.0% | Unchanged |
| American Assets Inc | 5,500 | $825.8K | 0.28% | +5,500 | New |
| RMB Capital Management, LLC | 8,928 | $825.9K | 0.01% | +8,928 | New |
| Moody National Bank Trust Division | 8,968 | $829.5K | 0.08% | +1,008+12.7% | Added |
| Kraematon Investment Advisors, Inc | 8,991 | $831.6K | 0.68% | −245−2.7% | Reduced |
| Kestra Private Wealth Services, LLC | 9,022 | $834.5K | 0.01% | −880−8.9% | Reduced |
| Machina Capital S.A.S. | 9,100 | $841.8K | 0.17% | +9,100 | New |
| Trust Co of Toledo NA | 9,118 | $843.4K | 0.08% | +825+9.9% | Added |
| E&G Advisors, LP | 9,186 | $849.7K | 0.19% | +204+2.3% | Added |
| Islay Capital Management, LLC | 9,196 | $850.6K | 0.43% | +399+4.5% | Added |
| Hudson Value Partners, LLC | 9,230 | $853.8K | 0.25% | +1,395+17.8% | Added |
| Krilogy Financial LLC | 8,413 | $858.3K | 0.03% | +8,413 | New |
| Bain Capital Public Equity, LP | 9,296 | $859.9K | 4.79% | +70+0.8% | Added |
| Gateway Investment Advisers LLC | 9,298 | $860.1K | 0.01% | −43,798−82.5% | Reduced |
| Beaumont Financial Advisors, LLC | 9,373 | $867.0K | 0.06% | +8+0.1% | Added |
| Laird Norton Trust Company, LLC | 9,445 | $873.7K | 0.02% | −2,310−19.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 9,548 | $883.1K | 0.14% | +1,747+22.4% | Added |
| Ethic Inc. | 9,580 | $886.2K | 0.01% | +399+4.3% | Added |
| Hamilton Capital Partners Inc. | 9,581 | $886.2K | 0.03% | −34,836−78.4% | Reduced |
| Ancora Advisors, LLC | 9,600 | $888.0K | 0.02% | +9,567+28,990.9% | Added |
| Independent Financial Group, LLC | 9,732 | $900.3K | 0.02% | +3,212+49.3% | Added |
| RW Investment Management LLC | 9,762 | $903.0K | 0.09% | +9,762 | New |
| Institute for Wealth Management, LLC. | 9,779 | $904.6K | 0.10% | −481−4.7% | Reduced |
| Sirios Capital Management L P | 9,784 | $905.0K | 0.11% | −44,215−81.9% | Reduced |
| Tower Trust & Investment Co | 9,832 | $909.4K | 0.60% | +160+1.7% | Added |
| Vestmark Advisory Solutions, Inc. | 9,904 | $916.1K | 0.01% | −3,019−23.4% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 9,928 | $918.3K | 0.09% | +4,559+84.9% | Added |
| Teton Advisors, LLC | 10,000 | $925.0K | 0.65% | −1,000−9.1% | Reduced |
| Everence Capital Management Inc | 10,006 | $926.0K | 0.06% | 00.0% | Unchanged |
| First Bank & Trust | 10,124 | $936.5K | 0.15% | +2,533+33.4% | Added |
| Jacobi Capital Management LLC | 10,216 | $945.0K | 0.05% | +4,788+88.2% | Added |
| Marnell Management LLC | 10,219 | $945.3K | 0.63% | +1,119+12.3% | Added |
| Meeder Advisory Services, Inc. | 10,248 | $948.0K | 0.04% | −208−2.0% | Reduced |
| Navalign, LLC | 10,443 | $966.0K | 0.24% | +10,443 | New |
| Western Wealth Management, LLC | 10,487 | $970.1K | 0.04% | −1,647−13.6% | Reduced |
| Gilbert & Cook, Inc. | 10,496 | $970.9K | 0.13% | +933+9.8% | Added |
| Investment Research & Advisory Group, Inc. | 10,652 | $986.7K | 0.35% | +10,652 | New |
| AlTi Global, Inc. | 10,677 | $987.6K | 0.02% | −661−5.8% | Reduced |
| Private Advisor Group, LLC | 10,779 | $997.0K | 0.00% | −5,561−34.0% | Reduced |
| Steadtrust LLC | 10,800 | $999.0K | 0.57% | 00.0% | Unchanged |
| Avalon Trust Co | 10,801 | $999.1K | 0.07% | −1,500−12.2% | Reduced |
| Element Pointe Advisors, LLC | 10,805 | $999.4K | 0.19% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 10,873 | $1.01M | 0.39% | −127−1.2% | Reduced |
| Wernau Asset Management Inc. | 10,877 | $1.01M | 1.05% | +104+1.0% | Added |
| Spire Wealth Management | 10,878 | $1.01M | 0.03% | −259−2.3% | Reduced |
| Daymark Wealth Partners, LLC | 10,904 | $1.01M | 0.03% | +1,501+16.0% | Added |
| Brown Brothers Harriman & Co | 10,941 | $1.01M | 0.01% | +5,203+90.7% | Added |
| Segment Wealth Management, LLC | 10,994 | $1.02M | 0.06% | +215+2.0% | Added |
| TCW Group Inc | 11,001 | $1.02M | 0.01% | +528+5.0% | Added |
| Sit Investment Associates Inc | 11,050 | $1.02M | 0.02% | +11,050 | New |
| Westover Capital Advisors, LLC | 11,130 | $1.03M | 0.19% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 11,229 | $1.04M | 0.07% | +1,100+10.9% | Added |
| Chemistry Wealth Management LLC | 11,242 | $1.04M | 0.18% | +40.0% | Added |
| QVT Financial LP | 11,245 | $1.04M | 0.08% | +11,245 | New |
| GAMMA Investing LLC | 11,318 | $1.05M | 0.05% | −3,411−23.2% | Reduced |
| Bradley Foster & Sargent Inc | 11,335 | $1.05M | 0.02% | −1,765−13.5% | Reduced |
| Portfolio Design Labs, LLC | 11,372 | $1.05M | 0.19% | +1,500+15.2% | Added |
| Winthrop Partners - WNY, LLC | 11,378 | $1.05M | 0.56% | +15+0.1% | Added |
| Northwest & Ethical Investments L.P. | 11,583 | $1.05M | 0.02% | +421+3.8% | Added |
| TownSquare Capital, LLC | 11,577 | $1.07M | 0.24% | +5,270+83.6% | Added |
| Callan Family Office, LLC | 11,874 | $1.10M | 0.02% | −8,086−40.5% | Reduced |
| Raiffeisen Bank International AG | 12,169 | $1.10M | 0.02% | +3,434+39.3% | Added |
| Gabelli & Co Investment Advisers, Inc. | 12,000 | $1.11M | 0.16% | 00.0% | Unchanged |
| Buckland Partners Management Co LLC | 12,000 | $1.11M | 0.67% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 12,015 | $1.11M | 0.25% | −8,112−40.3% | Reduced |
| Park Avenue Securities LLC | 12,068 | $1.12M | 0.01% | −16,938−58.4% | Reduced |
| Independent Advisor Alliance | 12,254 | $1.13M | 0.01% | −4,588−27.2% | Reduced |
| RSM US Wealth Management LLC | 12,281 | $1.14M | 0.01% | −5,646−31.5% | Reduced |
| AE Wealth Management LLC | 12,324 | $1.14M | 0.01% | −125,912−91.1% | Reduced |
| Snowden Capital Advisors LLC | 12,444 | $1.15M | 0.03% | +2,200+21.5% | Added |
| VCI Wealth Management LLC | 12,452 | $1.15M | 0.32% | −6,101−32.9% | Reduced |
| Linscomb & Williams, Inc. | 12,453 | $1.15M | 0.05% | +5,453+77.9% | Added |
| Ascent Group, LLC | 12,604 | $1.17M | 0.04% | −1,618−11.4% | Reduced |