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 |
|---|---|---|---|---|---|
| Winthrop Partners - WNY, LLC | 11,378 | $1.05M | 0.56% | +15+0.1% | Added |
| Portfolio Design Labs, LLC | 11,372 | $1.05M | 0.19% | +1,500+15.2% | Added |
| Bradley Foster & Sargent Inc | 11,335 | $1.05M | 0.02% | −1,765−13.5% | Reduced |
| GAMMA Investing LLC | 11,318 | $1.05M | 0.05% | −3,411−23.2% | Reduced |
| QVT Financial LP | 11,245 | $1.04M | 0.08% | +11,245 | New |
| Chemistry Wealth Management LLC | 11,242 | $1.04M | 0.18% | +40.0% | Added |
| Clear Harbor Asset Management, LLC | 11,229 | $1.04M | 0.07% | +1,100+10.9% | Added |
| Westover Capital Advisors, LLC | 11,130 | $1.03M | 0.19% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 11,050 | $1.02M | 0.02% | +11,050 | New |
| TCW Group Inc | 11,001 | $1.02M | 0.01% | +528+5.0% | Added |
| Segment Wealth Management, LLC | 10,994 | $1.02M | 0.06% | +215+2.0% | Added |
| Brown Brothers Harriman & Co | 10,941 | $1.01M | 0.01% | +5,203+90.7% | Added |
| Daymark Wealth Partners, LLC | 10,904 | $1.01M | 0.03% | +1,501+16.0% | Added |
| Spire Wealth Management | 10,878 | $1.01M | 0.03% | −259−2.3% | Reduced |
| Wernau Asset Management Inc. | 10,877 | $1.01M | 1.05% | +104+1.0% | Added |
| Trueblood Wealth Management, LLC | 10,873 | $1.01M | 0.39% | −127−1.2% | Reduced |
| Element Pointe Advisors, LLC | 10,805 | $999.4K | 0.19% | 00.0% | Unchanged |
| Avalon Trust Co | 10,801 | $999.1K | 0.07% | −1,500−12.2% | Reduced |
| Steadtrust LLC | 10,800 | $999.0K | 0.57% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 10,779 | $997.0K | 0.00% | −5,561−34.0% | Reduced |
| AlTi Global, Inc. | 10,677 | $987.6K | 0.02% | −661−5.8% | Reduced |
| Investment Research & Advisory Group, Inc. | 10,652 | $986.7K | 0.35% | +10,652 | New |
| Gilbert & Cook, Inc. | 10,496 | $970.9K | 0.13% | +933+9.8% | Added |
| Western Wealth Management, LLC | 10,487 | $970.1K | 0.04% | −1,647−13.6% | Reduced |
| Navalign, LLC | 10,443 | $966.0K | 0.24% | +10,443 | New |
| Meeder Advisory Services, Inc. | 10,248 | $948.0K | 0.04% | −208−2.0% | Reduced |
| Marnell Management LLC | 10,219 | $945.3K | 0.63% | +1,119+12.3% | Added |
| Jacobi Capital Management LLC | 10,216 | $945.0K | 0.05% | +4,788+88.2% | Added |
| First Bank & Trust | 10,124 | $936.5K | 0.15% | +2,533+33.4% | Added |
| Everence Capital Management Inc | 10,006 | $926.0K | 0.06% | 00.0% | Unchanged |
| Teton Advisors, LLC | 10,000 | $925.0K | 0.65% | −1,000−9.1% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 9,928 | $918.3K | 0.09% | +4,559+84.9% | Added |
| Vestmark Advisory Solutions, Inc. | 9,904 | $916.1K | 0.01% | −3,019−23.4% | Reduced |
| Tower Trust & Investment Co | 9,832 | $909.4K | 0.60% | +160+1.7% | Added |
| Sirios Capital Management L P | 9,784 | $905.0K | 0.11% | −44,215−81.9% | Reduced |
| Institute for Wealth Management, LLC. | 9,779 | $904.6K | 0.10% | −481−4.7% | Reduced |
| RW Investment Management LLC | 9,762 | $903.0K | 0.09% | +9,762 | New |
| Independent Financial Group, LLC | 9,732 | $900.3K | 0.02% | +3,212+49.3% | Added |
| Ancora Advisors, LLC | 9,600 | $888.0K | 0.02% | +9,567+28,990.9% | Added |
| Hamilton Capital Partners Inc. | 9,581 | $886.2K | 0.03% | −34,836−78.4% | Reduced |
| Ethic Inc. | 9,580 | $886.2K | 0.01% | +399+4.3% | Added |
| Global Wealth Management Investment Advisory, Inc. | 9,548 | $883.1K | 0.14% | +1,747+22.4% | Added |
| Laird Norton Trust Company, LLC | 9,445 | $873.7K | 0.02% | −2,310−19.7% | Reduced |
| Beaumont Financial Advisors, LLC | 9,373 | $867.0K | 0.06% | +8+0.1% | Added |
| Gateway Investment Advisers LLC | 9,298 | $860.1K | 0.01% | −43,798−82.5% | Reduced |
| Bain Capital Public Equity, LP | 9,296 | $859.9K | 4.79% | +70+0.8% | Added |
| Krilogy Financial LLC | 8,413 | $858.3K | 0.03% | +8,413 | New |
| Hudson Value Partners, LLC | 9,230 | $853.8K | 0.25% | +1,395+17.8% | Added |
| Islay Capital Management, LLC | 9,196 | $850.6K | 0.43% | +399+4.5% | Added |
| E&G Advisors, LP | 9,186 | $849.7K | 0.19% | +204+2.3% | Added |
| Trust Co of Toledo NA | 9,118 | $843.4K | 0.08% | +825+9.9% | Added |
| Machina Capital S.A.S. | 9,100 | $841.8K | 0.17% | +9,100 | New |
| Kestra Private Wealth Services, LLC | 9,022 | $834.5K | 0.01% | −880−8.9% | Reduced |
| Kraematon Investment Advisors, Inc | 8,991 | $831.6K | 0.68% | −245−2.7% | Reduced |
| Moody National Bank Trust Division | 8,968 | $829.5K | 0.08% | +1,008+12.7% | Added |
| RMB Capital Management, LLC | 8,928 | $825.9K | 0.01% | +8,928 | New |
| American Assets Inc | 5,500 | $825.8K | 0.28% | +5,500 | New |
| Aries Wealth Management | 8,864 | $819.9K | 0.18% | 00.0% | Unchanged |
| 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 |
| Greenleaf Trust | 8,621 | $797.4K | 0.01% | +361+4.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,600 | $795.5K | 0.00% | +8,600 | New |
| Gsa Capital Partners LLP | 8,574 | $793.0K | 0.05% | +4,723+122.6% | Added |
| Transcend Wealth Collective, LLC | 8,553 | $791.2K | 0.06% | +1,112+14.9% | Added |
| Jessup Wealth Management, Inc | 8,507 | $786.9K | 0.29% | −70,795−89.3% | Reduced |
| Signaturefd, LLC | 8,502 | $786.4K | 0.01% | −820−8.8% | Reduced |
| Consilium Wealth Advisory, LLC | 8,499 | $786.2K | 0.27% | −1,140−11.8% | Reduced |
| Evolve Private Wealth, LLC | 8,264 | $764.4K | 0.04% | +8,264 | New |
| VisionPoint Advisory Group, LLC | 8,206 | $759.0K | 0.14% | +2,143+35.3% | Added |
| Huntington National Bank | 8,021 | $742.0K | 0.00% | +1,505+23.1% | Added |
| We Are One Seven, LLC | 7,963 | $736.6K | 0.01% | +1,683+26.8% | Added |
| Capital Counsel LLC | 7,936 | $734.1K | 0.03% | 00.0% | Unchanged |
| Corsair Capital Management, L.P. | 7,834 | $724.6K | 0.11% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 7,774 | $719.1K | 0.10% | −10.0% | Reduced |
| Mutual Advisors, LLC | 7,739 | $715.8K | 0.02% | +976+14.4% | Added |
| Gridiron Partners, LLC | 7,716 | $713.7K | 0.44% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 7,698 | $712.1K | 0.20% | −2,051−21.0% | Reduced |
| Clearwater Capital Advisors, LLC | 7,680 | $710.4K | 0.06% | +3,021+64.8% | Added |
| Fifth Third Wealth Advisors LLC | 7,649 | $707.5K | 0.02% | +340+4.7% | Added |
| Sagespring Wealth Partners, LLC | 7,635 | $706.3K | 0.01% | +317+4.3% | Added |
| Sompo Asset Management Co., Ltd. | 7,630 | $705.8K | 0.13% | +120+1.6% | Added |
| Polymer Capital Management (US) LLC | 7,588 | $701.9K | 0.10% | −4,103−35.1% | Reduced |
| Fusion Capital, LLC | 7,586 | $701.7K | 0.19% | +607+8.7% | Added |
| CWA Asset Management Group, LLC | 7,572 | $700.4K | 0.02% | −192−2.5% | Reduced |
| Coldstream Capital Management Inc | 7,529 | $696.4K | 0.01% | −1,544−17.0% | Reduced |
| Spirepoint Private Client, LLC | 7,510 | $694.7K | 0.07% | −64−0.8% | Reduced |
| Trust Asset Management LLC | 7,496 | $693.4K | 0.05% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 7,489 | $692.7K | 0.00% | −39,945−84.2% | Reduced |
| Glenmede Trust Co NA | 7,446 | $688.8K | 0.00% | −369−4.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 7,417 | $686.0K | 0.02% | +2,946+65.9% | Added |
| IHT Wealth Management, LLC | 7,398 | $684.3K | 0.02% | −2,173−22.7% | Reduced |
| Paradigm Asset Management Co LLC | 7,354 | $680.2K | 0.16% | 00.0% | Unchanged |
| One Capital Management, LLC | 7,339 | $678.9K | 0.02% | +73+1.0% | Added |
| Sage Rhino Capital LLC | 7,293 | $674.6K | 0.13% | −14−0.2% | Reduced |
| GTS Securities LLC | 7,248 | $670.4K | 0.02% | −1,853−20.4% | Reduced |
| Yorktown Management & Research Co Inc | 7,200 | $666.0K | 0.56% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 7,191 | $665.2K | 0.22% | −2,733−27.5% | Reduced |
| Guinness Asset Management LTD | 7,147 | $661.1K | 0.01% | −77−1.1% | Reduced |
| ExodusPoint Capital Management, LP | 7,139 | $660.4K | 0.01% | −52,418−88.0% | Reduced |
| Mosaic Financial Group, LLC | 7,011 | $649.0K | 0.46% | +11+0.2% | Added |