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 |
|---|---|---|---|---|---|
| Arkadios Wealth Advisors | 20,983 | $1.94M | 0.03% | +1,596+8.2% | Added |
| Siemens Fonds Invest GmbH | 20,941 | $1.94M | 0.11% | +195+0.9% | Added |
| Summit Trail Advisors, LLC | 20,265 | $1.87M | 0.03% | −2,830−12.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 20,216 | $1.87M | 0.05% | −9,200−31.3% | Reduced |
| GM Advisory Group, Inc. | 20,152 | $1.86M | 0.07% | −229−1.1% | Reduced |
| Checchi Capital Advisers, LLC | 19,744 | $1.83M | 0.13% | +932+5.0% | Added |
| North Dakota State Investment Board | 19,646 | $1.82M | 0.08% | −3,605−15.5% | Reduced |
| MONECO Advisors, LLC | 19,631 | $1.82M | 0.14% | −466−2.3% | Reduced |
| Banque Cantonale Vaudoise | 19,441 | $1.80M | 0.07% | +4,441+29.6% | Added |
| Southeast Asset Advisors Inc. | 19,327 | $1.79M | 0.20% | −1,670−8.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 19,040 | $1.76M | 0.18% | +18,203+2,174.8% | Added |
| MUFG Securities Americas Inc. | 18,993 | $1.76M | 0.11% | +503+2.7% | Added |
| Securian Asset Management, Inc | 18,562 | $1.72M | 0.07% | −100−0.5% | Reduced |
| RDA Financial Network | 18,351 | $1.70M | 0.42% | −564−3.0% | Reduced |
| Squarepoint Ops LLC | 18,247 | $1.69M | 0.00% | −795,044−97.8% | Reduced |
| TCG Advisory Services, LLC | 18,101 | $1.67M | 0.04% | −5,955−24.8% | Reduced |
| Morningstar Investment Management LLC | 18,053 | $1.67M | 0.10% | +1,706+10.4% | Added |
| Ar Asset Management Inc | 18,000 | $1.67M | 0.32% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 17,847 | $1.65M | 0.11% | 00.0% | Unchanged |
| Brighton Jones LLC | 17,719 | $1.64M | 0.04% | +17,719 | New |
| Fortitude Family Office, LLC | 17,670 | $1.63M | 0.37% | −7,919−30.9% | Reduced |
| RiverPark Advisors, LLC | 17,659 | $1.63M | 0.59% | +1,912+12.1% | Added |
| Franklin Street Advisors Inc | 17,547 | $1.62M | 0.10% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 17,546 | $1.62M | 0.10% | +175+1.0% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 17,527 | $1.62M | 0.06% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 17,469 | $1.62M | 0.04% | +218+1.3% | Added |
| Parallel Advisors, LLC | 17,408 | $1.61M | 0.03% | −852−4.7% | Reduced |
| Bokf, NA | 17,286 | $1.60M | 0.02% | +3,330+23.9% | Added |
| Man Group plc | 17,239 | $1.59M | 0.00% | −30,685−64.0% | Reduced |
| Cordoba Advisory Partners LLC | 17,259 | $1.59M | 0.44% | +314+1.9% | Added |
| LB Partners LLC | 17,100 | $1.58M | 1.42% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 16,876 | $1.56M | 1.03% | −361−2.1% | Reduced |
| Waterway Wealth Management, LLC | 16,724 | $1.55M | 0.34% | +1,111+7.1% | Added |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 16,657 | $1.54M | 2.86% | +6,883+70.4% | Added |
| Annandale Capital, LLC | 16,650 | $1.54M | 0.25% | +16,650 | New |
| Advisory Services Network, LLC | 16,396 | $1.52M | 0.02% | +2,005+13.9% | Added |
| Citizens & Northern Corp | 16,365 | $1.51M | 0.38% | +2,197+15.5% | Added |
| Maxi Investments CY Ltd | 16,300 | $1.51M | 0.33% | +16,300 | New |
| Lynx Capital Group Ltd | 16,071 | $1.49M | 0.69% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 16,052 | $1.48M | 0.05% | +2,964+22.6% | Added |
| Vise Technologies, Inc. | 11,552 | $1.47M | 0.03% | 00.0% | Unchanged |
| Guardian Investment Management | 14,584 | $1.46M | 1.18% | +3,706+34.1% | Added |
| Horizon Investments, LLC | 15,800 | $1.46M | 0.02% | +1,828+13.1% | Added |
| Lansing Street Advisors | 15,697 | $1.45M | 0.37% | −91−0.6% | Reduced |
| Canada Post Corp Registered Pension Plan | 15,540 | $1.44M | 0.06% | −1,640−9.5% | Reduced |
| HBK Sorce Advisory LLC | 13,813 | $1.42M | 0.03% | −28−0.2% | Reduced |
| Uniting Wealth Partners, LLC | 15,300 | $1.42M | 0.30% | +7,000+84.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,453 | $1.41M | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 15,216 | $1.41M | 0.01% | +6,740+79.5% | Added |
| Prospera Financial Services Inc | 15,100 | $1.40M | 0.02% | +9,249+158.1% | Added |
| NewEdge Wealth, LLC | 14,996 | $1.39M | 0.02% | −9,386−38.5% | Reduced |
| Essex Financial Services, Inc. | 14,921 | $1.38M | 0.08% | −396−2.6% | Reduced |
| Stableford Capital II LLC | 14,838 | $1.37M | 0.51% | +14,838 | New |
| Zhang Financial LLC | 14,835 | $1.37M | 0.05% | −1,378−8.5% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 14,827 | $1.37M | 0.29% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 13,403 | $1.37M | 0.37% | −234−1.7% | Reduced |
| Sierra Capital LLC | 14,723 | $1.36M | 0.15% | −2,500−14.5% | Reduced |
| Cooper Investors Pty Ltd | 14,513 | $1.34M | 0.55% | −13,190−47.6% | Reduced |
| Darwin Advisors, LLC | 14,484 | $1.34M | 0.42% | +4,296+42.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,358 | $1.33M | 0.04% | +4,271+42.3% | Added |
| TFR Capital, LLC. | 14,127 | $1.31M | 0.40% | +37+0.3% | Added |
| Federated Hermes, Inc. | 13,958 | $1.29M | 0.00% | −72,439−83.8% | Reduced |
| Financial Management Network Inc | 13,759 | $1.28M | 0.20% | −1,084−7.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 13,790 | $1.28M | 0.36% | +50.0% | Added |
| Guggenheim Capital LLC | 13,768 | $1.27M | 0.01% | −2,348−14.6% | Reduced |
| Choate Investment Advisors | 13,761 | $1.27M | 0.02% | −200−1.4% | Reduced |
| Canandaigua National Corp | 13,684 | $1.27M | 0.11% | +13,684 | New |
| United Bank | 13,617 | $1.26M | 0.42% | +3,848+39.4% | Added |
| CastleKnight Management LP | 13,600 | $1.26M | 0.06% | +13,600 | New |
| Davenport & Co LLC | 13,591 | $1.26M | 0.01% | +7,677+129.8% | Added |
| Sivia Capital Partners, LLC | 13,533 | $1.25M | 0.24% | +11,540+579.0% | Added |
| Keybank National Association | 13,508 | $1.25M | 0.00% | −1,331−9.0% | Reduced |
| Evergreen Capital Management LLC | 13,497 | $1.25M | 0.03% | +10,487+348.4% | Added |
| Meiji Yasuda Life Insurance Co | 13,338 | $1.23M | 0.04% | +5,460+69.3% | Added |
| Tema ETFs LLC | 13,197 | $1.22M | 0.08% | +218+1.7% | Added |
| Skopos Labs, Inc. | 13,065 | $1.21M | 0.04% | +5,702+77.4% | Added |
| Integrated Wealth Concepts LLC | 13,056 | $1.21M | 0.01% | +10,142+348.0% | Added |
| Caisse des Depots Et Consignations | 13,040 | $1.21M | 0.02% | +9,123+232.9% | Added |
| Cushing Capital Partners, LLC | 13,029 | $1.21M | 0.93% | −643−4.7% | Reduced |
| Aquatic Capital Management LLC | 12,989 | $1.20M | 0.03% | +12,989 | New |
| Apollon Wealth Management, LLC | 12,893 | $1.19M | 0.02% | −6,350−33.0% | Reduced |
| Greenline Partners, LLC | 12,783 | $1.18M | 0.13% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 12,709 | $1.18M | 1.01% | +12,709 | New |
| MYDA Advisors LLC | 12,700 | $1.17M | 0.28% | +12,700 | New |
| Nicolet Bankshares Inc | 12,721 | $1.17M | 0.04% | +8,365+192.0% | Added |
| Ascent Group, LLC | 12,604 | $1.17M | 0.04% | −1,618−11.4% | Reduced |
| Linscomb & Williams, Inc. | 12,453 | $1.15M | 0.05% | +5,453+77.9% | Added |
| VCI Wealth Management LLC | 12,452 | $1.15M | 0.32% | −6,101−32.9% | Reduced |
| Snowden Capital Advisors LLC | 12,444 | $1.15M | 0.03% | +2,200+21.5% | Added |
| AE Wealth Management LLC | 12,324 | $1.14M | 0.01% | −125,912−91.1% | Reduced |
| RSM US Wealth Management LLC | 12,281 | $1.14M | 0.01% | −5,646−31.5% | Reduced |
| Independent Advisor Alliance | 12,254 | $1.13M | 0.01% | −4,588−27.2% | Reduced |
| Park Avenue Securities LLC | 12,068 | $1.12M | 0.01% | −16,938−58.4% | Reduced |
| Cove Private Wealth, LLC | 12,015 | $1.11M | 0.25% | −8,112−40.3% | Reduced |
| 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 |
| Raiffeisen Bank International AG | 12,169 | $1.10M | 0.02% | +3,434+39.3% | Added |
| Callan Family Office, LLC | 11,874 | $1.10M | 0.02% | −8,086−40.5% | Reduced |
| TownSquare Capital, LLC | 11,577 | $1.07M | 0.24% | +5,270+83.6% | Added |
| Northwest & Ethical Investments L.P. | 11,583 | $1.05M | 0.02% | +421+3.8% | Added |