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 |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 7,000 | $647.5K | 0.06% | +7,000 | New |
| Tradition Wealth Management, LLC | 6,975 | $645.2K | 0.05% | +1,267+22.2% | Added |
| Aigen Investment Management, LP | 6,957 | $643.5K | 0.17% | +6,957 | New |
| Prelude Capital Management, LLC | 6,950 | $642.9K | 0.05% | +4,929+243.9% | Added |
| ATX Financial Planning, LLC | 6,948 | $642.7K | 0.49% | +624+9.9% | Added |
| Visionary Wealth Advisors | 6,946 | $642.5K | 0.03% | +31+0.4% | Added |
| Norway Savings Bank | 6,922 | $640.3K | 0.30% | +4,059+141.8% | Added |
| SRS Capital Advisors, Inc. | 6,900 | $639.2K | 0.02% | +2,120+44.4% | Added |
| Moors & Cabot, Inc. | 6,903 | $638.5K | 0.03% | +331+5.0% | Added |
| Stratos Wealth Partners, LTD. | 6,887 | $637.1K | 0.01% | −4,681−40.5% | Reduced |
| Westpac Banking Corp | 6,856 | $634.2K | 0.04% | −922−11.9% | Reduced |
| Wealthcare Advisory Partners LLC | 6,830 | $631.7K | 0.01% | −301−4.2% | Reduced |
| Principal Street Partners, LLC | 6,812 | $630.1K | 0.10% | +1,671+32.5% | Added |
| Evoke Wealth, LLC | 6,799 | $629.0K | 0.01% | +3,773+124.7% | Added |
| Premier Path Wealth Partners, LLC | 6,767 | $625.9K | 0.08% | +358+5.6% | Added |
| Nalls Sherbakoff Group, LLC | 6,737 | $623.2K | 0.46% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 6,735 | $623.0K | 0.01% | −180−2.6% | Reduced |
| Robertson Stephens Wealth Management, LLC | 6,728 | $622.3K | 0.02% | −672−9.1% | Reduced |
| Investors Research Corp | 6,725 | $622.1K | 0.12% | +6,725 | New |
| Sagewood Asset Management LP | 6,714 | $621.0K | 0.19% | +2,857+74.1% | Added |
| JTC Employer Solutions Trusteee Ltd | 6,657 | $617.0K | 0.05% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 6,665 | $616.5K | 0.01% | +3,043+84.0% | Added |
| Prime Capital Investment Advisors, LLC | 6,633 | $613.6K | 0.01% | −16,112−70.8% | Reduced |
| Dynamic Advisor Solutions LLC | 6,613 | $611.7K | 0.02% | −605−8.4% | Reduced |
| Douglas Lane & Associates, LLC | 6,481 | $599.5K | 0.01% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 6,461 | $597.6K | 0.06% | +360+5.9% | Added |
| Ossiam | 6,459 | $597.5K | 0.01% | −1,522−19.1% | Reduced |
| Golden State Equity Partners | 6,449 | $596.6K | 0.05% | −3,265−33.6% | Reduced |
| Family Management Corp | 6,434 | $595.1K | 0.07% | +1,883+41.4% | Added |
| Fidelis Capital Partners, LLC | 6,416 | $593.4K | 0.04% | −5,769−47.3% | Reduced |
| Cigna Investments Inc | 6,359 | $588.0K | 0.09% | −165−2.5% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,420 | $585.7K | 0.02% | +4,233+193.6% | Added |
| Mendel Capital Management LLC | 6,311 | $583.7K | 0.29% | +6,311 | New |
| VELA Investment Management, LLC | 6,310 | $583.7K | 0.15% | −1,570−19.9% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,274 | $580.4K | 0.12% | 00.0% | Unchanged |
| Allianz SE | 6,260 | $579.0K | 0.01% | −1,650−20.9% | Reduced |
| RiverFront Investment Group, LLC | 6,247 | $577.9K | 0.01% | +570+10.0% | Added |
| Financial Engines Advisors L.L.C. | 6,223 | $575.6K | 0.00% | −1,715−21.6% | Reduced |
| Profund Advisors LLC | 6,153 | $569.2K | 0.02% | −1,417−18.7% | Reduced |
| Ameritas Investment Partners, Inc. | 6,143 | $568.2K | 0.02% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 6,142 | $568.1K | 0.00% | −190,629−96.9% | Reduced |
| Old National Bancorp | 6,108 | $565.0K | 0.01% | −603−9.0% | Reduced |
| Insigneo Advisory Services, LLC | 6,073 | $561.7K | 0.04% | +1,775+41.3% | Added |
| Firethorn Wealth Partners, LLC | 6,039 | $558.6K | 0.20% | −421−6.5% | Reduced |
| Axiom Investment Management LLC | 6,000 | $555.0K | 0.42% | +6,000 | New |
| Resources Investment Advisors, LLC. | 5,970 | $552.2K | 0.01% | −3,649−37.9% | Reduced |
| Frec Markets, Inc. | 5,959 | $551.2K | 0.09% | +2,323+63.9% | Added |
| Tower Research Capital LLC (TRC) | 5,890 | $544.8K | 0.01% | −18,805−76.1% | Reduced |
| Sawgrass Asset Management LLC | 5,861 | $542.1K | 0.08% | 00.0% | Unchanged |
| Brady Martz Wealth Solutions, LLC | 5,839 | $540.2K | 0.09% | +2,357+67.7% | Added |
| Dynasty Wealth Management, LLC | 5,832 | $539.5K | 0.00% | +3,615+163.1% | Added |
| Intact Investment Management Inc. | 5,800 | $536.5K | 0.02% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 5,791 | $535.7K | 0.02% | +5,791 | New |
| Cassaday & Co Wealth Management LLC | 5,781 | $534.8K | 0.01% | +1,487+34.6% | Added |
| Welch & Forbes LLC | 5,781 | $534.7K | 0.01% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 5,780 | $534.6K | 0.07% | +5,780 | New |
| U.S. Capital Wealth Advisors, LLC | 5,762 | $532.9K | 0.01% | +430+8.1% | Added |
| Register Financial Advisors LLC | 5,748 | $531.7K | 0.20% | +1,738+43.3% | Added |
| Knightsbridge Asset Management, LLC | 5,660 | $523.5K | 0.07% | +1,410+33.2% | Added |
| Union Bancaire Privee, UBP SA | 6,023 | $517.7K | 0.01% | +2,117+54.2% | Added |
| Cary Street Partners Financial LLC | 5,580 | $516.1K | 0.01% | +630+12.7% | Added |
| Elequin Capital LP | 5,547 | $513.1K | 0.05% | +5,403+3,752.1% | Added |
| Diversified Trust Co | 5,546 | $513.0K | 0.01% | −16−0.3% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,500 | $508.8K | 0.04% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 5,493 | $508.1K | 0.05% | −7,338−57.2% | Reduced |
| Drake & Associates, LLC | 5,487 | $507.5K | 0.10% | −1,833−25.0% | Reduced |
| XML Financial, LLC | 5,474 | $506.4K | 0.04% | −934−14.6% | Reduced |
| Forum Financial Management, LP | 5,462 | $505.2K | 0.01% | −4,349−44.3% | Reduced |
| Wealth Preservation Advisors, LLC | 5,450 | $504.1K | 0.42% | +1,450+36.3% | Added |
| National Asset Management, Inc. | 5,564 | $502.7K | 0.03% | +6+0.1% | Added |
| Envestnet Portfolio Solutions, Inc. | 5,426 | $501.9K | 0.00% | −9,884−64.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 5,404 | $499.9K | 0.02% | −295−5.2% | Reduced |
| Forefront Wealth Partners, LLC | 5,342 | $494.2K | 0.21% | +1,791+50.4% | Added |
| Sigma Planning Corp | 5,343 | $494.2K | 0.01% | +998+23.0% | Added |
| Dorsey & Whitney Trust CO LLC | 5,340 | $493.9K | 0.03% | −174−3.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 5,334 | $493.3K | 0.00% | +4,799+897.0% | Added |
| Cornerstone Wealth Management, LLC | 5,317 | $491.8K | 0.02% | −1,479−21.8% | Reduced |
| Erste Asset Management GmbH | 5,426 | $490.3K | 0.00% | −113,220−95.4% | Reduced |
| Norden Group LLC | 5,269 | $487.4K | 0.05% | +2,256+74.9% | Added |
| Z3 Capital Partners, LLC | 5,267 | $487.2K | 0.12% | 00.0% | Unchanged |
| Sentinus, LLC | 5,265 | $487.0K | 0.04% | +5,265 | New |
| Canandaigua National Trust Co of Florida | 5,240 | $484.7K | 0.39% | +5,240 | New |
| Perigon Wealth Management, LLC | 5,229 | $483.7K | 0.01% | +52+1.0% | Added |
| Fort Sheridan Advisors LLC | 5,212 | $482.1K | 0.06% | +976+23.0% | Added |
| Baker Tilly Wealth Management, LLC | 5,180 | $479.1K | 0.12% | −692−11.8% | Reduced |
| Sterling Capital Management LLC | 5,165 | $477.8K | 0.01% | −2,864−35.7% | Reduced |
| Laurel Oak Wealth Management, LLC | 5,136 | $475.1K | 0.08% | +80+1.6% | Added |
| Glenview Trust Co | 5,133 | $474.8K | 0.01% | −1,928−27.3% | Reduced |
| Crestwood Advisors Group LLC | 5,122 | $473.8K | 0.01% | −463−8.3% | Reduced |
| Baker Avenue Asset Management, LP | 5,084 | $470.3K | 0.01% | +5,084 | New |
| Legacy Wealth Management, LLC | 5,048 | $466.9K | 0.13% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 5,030 | $465.3K | 0.03% | 00.0% | Unchanged |
| Jump Financial, LLC | 4,977 | $460.4K | 0.01% | +74+1.5% | Added |
| Signature Estate & Investment Advisors LLC | 4,948 | $457.7K | 0.01% | −92,402−94.9% | Reduced |
| RFG Advisory, LLC | 4,946 | $457.5K | 0.01% | −3,612−42.2% | Reduced |
| MASTERINVEST Kapitalanlage GmbH | 4,928 | $455.8K | 0.05% | +2,558+107.9% | Added |
| Sig Brokerage, LP | 4,889 | $452.2K | 0.13% | +4,889 | New |
| Edgemoor Investment Advisors, Inc. | 4,886 | $452.0K | 0.04% | 00.0% | Unchanged |
| PFG Investments, LLC | 4,807 | $444.7K | 0.02% | +4,807 | New |
| Advisors Asset Management, Inc. | 4,782 | $442.3K | 0.01% | −2,037−29.9% | Reduced |