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 |
|---|---|---|---|---|---|
| Everhart Financial Group, Inc. | 4,768 | $441.0K | 0.04% | +1,458+44.0% | Added |
| NFC Investments, LLC | 4,750 | $439.0K | 0.12% | +10+0.2% | Added |
| StoneX Group Inc. | 4,741 | $438.5K | 0.02% | −2,263−32.3% | Reduced |
| Wedmont Private Capital | 4,640 | $436.0K | 0.01% | −2,455−34.6% | Reduced |
| Duncker Streett & Co Inc | 4,700 | $434.8K | 0.08% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 4,700 | $434.8K | 0.13% | 00.0% | Unchanged |
| CAPROCK Group, Inc. | 4,695 | $434.3K | 0.01% | −5,349−53.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 4,647 | $429.8K | 0.12% | +4,647 | New |
| Evelyn Partners Investment Management LLP | 4,640 | $429.2K | 0.01% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 4,719 | $426.4K | 0.01% | +621+15.2% | Added |
| First National Trust Co | 4,588 | $424.4K | 0.01% | −10−0.2% | Reduced |
| Perennial Investment Advisors, LLC | 4,554 | $421.3K | 0.03% | +394+9.5% | Added |
| Joel Isaacson & Co., LLC | 4,541 | $420.1K | 0.01% | +5+0.1% | Added |
| Valeo Financial Advisors, LLC | 4,525 | $418.6K | 0.01% | −2,317−33.9% | Reduced |
| Smith Shellnut Wilson LLC | 4,478 | $414.2K | 0.18% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 4,584 | $414.2K | 0.07% | +4,584 | New |
| Samalin Investment Counsel, LLC | 4,449 | $411.5K | 0.15% | −94−2.1% | Reduced |
| Parcion Private Wealth LLC | 4,435 | $410.2K | 0.03% | +329+8.0% | Added |
| Flatrock Wealth Partners LLC | 4,431 | $409.8K | 0.18% | +543+14.0% | Added |
| CNB Bank | 4,422 | $409.0K | 0.17% | +918+26.2% | Added |
| Apella Capital, LLC | 3,939 | $408.1K | 0.01% | −7−0.2% | Reduced |
| Accuvest Global Advisors | 4,373 | $405.0K | 0.38% | −22,231−83.6% | Reduced |
| Ballentine Partners, LLC | 4,375 | $404.7K | 0.01% | −796−15.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,373 | $404.5K | 0.02% | 00.0% | Unchanged |
| Rossmore Private Capital | 4,360 | $403.3K | 0.04% | +4,360 | New |
| Fjell Capital, LLC | 4,353 | $402.7K | 0.31% | −838−16.1% | Reduced |
| Spirit of America Management Corp | 4,350 | $402.4K | 0.08% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 4,342 | $401.6K | 0.07% | +2,482+133.4% | Added |
| Fundamentun, LLC | 4,323 | $399.9K | 0.02% | −217−4.8% | Reduced |
| Waddell & Associates, LLC | 4,315 | $399.1K | 0.02% | +4,315 | New |
| Intrust Bank NA | 4,302 | $397.9K | 0.03% | +2,678+164.9% | Added |
| KCM Investment Advisors LLC | 4,267 | $394.7K | 0.01% | +32+0.8% | Added |
| FreeGulliver LLC | 4,258 | $393.9K | 0.17% | +215+5.3% | Added |
| Syon Capital LLC | 4,243 | $392.5K | 0.02% | −1,887−30.8% | Reduced |
| Aaron Wealth Advisors | 4,237 | $391.9K | 0.02% | −1,467−25.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 4,218 | $390.2K | 0.02% | +2,205+109.5% | Added |
| V-Square Quantitative Management LLC | 4,208 | $389.2K | 0.04% | +1,557+58.7% | Added |
| Haverford Trust Co | 4,182 | $386.8K | 0.00% | +342+8.9% | Added |
| Kesler, Norman & Wride, LLC | 4,167 | $385.4K | 0.07% | +436+11.7% | Added |
| Drive Wealth Management, LLC | 4,158 | $384.6K | 0.08% | +1,772+74.3% | Added |
| Bartlett & Co. Wealth Management LLC | 3,690 | $381.3K | 0.00% | +54+1.5% | Added |
| Smartleaf Asset Management LLC | 4,152 | $375.2K | 0.01% | −551−11.7% | Reduced |
| Hardin Capital Partners, LLC | 4,043 | $374.0K | 0.17% | +230+6.0% | Added |
| Platform Technology Partners | 4,039 | $373.6K | 0.07% | +997+32.8% | Added |
| Kavar Capital Partners Group, LLC | 4,022 | $372.0K | 0.05% | −7−0.2% | Reduced |
| BNP Paribas | 3,997 | $369.7K | 0.01% | −11,578−74.3% | Reduced |
| Sunbelt Securities, Inc. | 3,991 | $369.1K | 0.02% | +140+3.6% | Added |
| D.A. Davidson & Co. | 3,978 | $368.0K | 0.00% | −4,214−51.4% | Reduced |
| Exchange Traded Concepts, LLC | 3,977 | $367.9K | 0.00% | +1,279+47.4% | Added |
| Vision Retirement, LLC | 3,971 | $367.4K | 0.10% | +125+3.3% | Added |
| one8zero8, LLC | 3,950 | $365.4K | 0.08% | +50+1.3% | Added |
| Wick Capital Partners, LLC | 3,933 | $363.8K | 0.07% | +3,933 | New |
| ProVise Management Group, LLC | 3,895 | $360.3K | 0.03% | −389−9.1% | Reduced |
| Hantz Financial Services, Inc. | 3,873 | $358.0K | 0.01% | +2,253+139.1% | Added |
| Mainstay Capital Management LLC | 3,868 | $357.8K | 0.03% | −95−2.4% | Reduced |
| Northeast Investment Management | 3,829 | $354.2K | 0.01% | −5,000−56.6% | Reduced |
| Berkshire Asset Management LLC | 3,825 | $353.8K | 0.02% | +8+0.2% | Added |
| Soltis Investment Advisors LLC | 3,808 | $352.2K | 0.02% | +1,520+66.4% | Added |
| TAGStone Capital, Inc. | 3,805 | $352.0K | 0.12% | +8+0.2% | Added |
| Fiduciary Trust Co | 3,805 | $352.0K | 0.00% | +3,805 | New |
| Ade, LLC | 3,805 | $352.0K | 0.17% | 00.0% | Unchanged |
| Beese Fulmer Investment Management, Inc. | 3,802 | $351.7K | 0.02% | +3,802 | New |
| Pines Wealth Management, LLC | 3,790 | $350.6K | 0.11% | −678−15.2% | Reduced |
| Bingham Private Wealth, LLC | 3,790 | $350.6K | 0.28% | +442+13.2% | Added |
| Savant Capital, LLC | 3,767 | $348.5K | 0.00% | +1,233+48.7% | Added |
| Integrated Investment Consultants, LLC | 3,750 | $346.9K | 0.07% | −3,882−50.9% | Reduced |
| Change Path, LLC | 3,712 | $343.3K | 0.01% | +1,607+76.3% | Added |
| Roundview Capital LLC | 3,709 | $343.0K | 0.02% | +1,629+78.3% | Added |
| Davis R M Inc | 3,700 | $342.3K | 0.01% | −5−0.1% | Reduced |
| Formidable Asset Management, LLC | 2,681 | $341.8K | 0.05% | +340+14.5% | Added |
| L2 Asset Management, LLC | 3,687 | $341.0K | 0.03% | +253+7.4% | Added |
| Catalyst Private Wealth, LLC | 3,674 | $339.8K | 0.18% | +121+3.4% | Added |
| Diversified Management Inc | 3,674 | $339.8K | 0.06% | +3,674 | New |
| Cypress Wealth Services, LLC | 3,670 | $339.5K | 0.05% | +287+8.5% | Added |
| Patton Fund Management, Inc. | 3,659 | $338.5K | 0.06% | +1,801+96.9% | Added |
| Procyon Private Wealth Partners, LLC | 3,636 | $336.3K | 0.02% | +186+5.4% | Added |
| Wealthspire Advisors, LLC | 3,630 | $335.8K | 0.00% | −3,705−50.5% | Reduced |
| Diversify Wealth Management, LLC | 3,372 | $334.9K | 0.01% | +3,372 | New |
| Texas Capital Bank Wealth Management Services Inc | 3,604 | $333.4K | 0.02% | +515+16.7% | Added |
| AlphaCore Capital LLC | 3,602 | $333.2K | 0.01% | +2,822+361.8% | Added |
| HHM Wealth Advisors, LLC | 3,598 | $332.8K | 0.04% | +10.0% | Added |
| Johnson Financial Group, Inc. | 3,597 | $332.7K | 0.01% | −451−11.1% | Reduced |
| Central Trust Co | 3,587 | $331.8K | 0.01% | −4,263−54.3% | Reduced |
| Cercano Management LLC | 3,560 | $329.3K | 0.01% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 3,541 | $327.5K | 0.17% | −130−3.5% | Reduced |
| S-Bank Fund Management Ltd | 3,538 | $327.3K | 0.05% | −132−3.6% | Reduced |
| Panagora Asset Management Inc | 3,532 | $326.7K | 0.00% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 3,532 | $326.7K | 0.12% | +1,956+124.1% | Added |
| Kovack Advisors, Inc. | 3,565 | $325.8K | 0.02% | −1,061−22.9% | Reduced |
| Dudley Capital Management, LLC | 3,520 | $325.6K | 0.14% | −50−1.4% | Reduced |
| Abel Hall, LLC | 3,471 | $321.1K | 0.07% | +1,697+95.7% | Added |
| Cornerstone Advisory, LLC | 3,465 | $320.5K | 0.03% | +45+1.3% | Added |
| Genesis Private Wealth, LLC | 3,443 | $318.5K | 0.10% | +307+9.8% | Added |
| Snowwater Investment Partners, LLC | 3,438 | $318.0K | 0.30% | +1,438+71.9% | Added |
| Commerzbank Aktiengesellschaft | 3,398 | $314.0K | 0.01% | −200−5.6% | Reduced |
| Wealth Quarterback LLC | 3,394 | $313.9K | 0.12% | +97+2.9% | Added |
| Kovitz Investment Group Partners, LLC | 3,393 | $313.9K | 0.01% | +3,393 | New |
| Leavell Investment Management, Inc. | 3,393 | $313.9K | 0.01% | −116−3.3% | Reduced |
| Nations Financial Group Inc, | 3,378 | $312.5K | 0.02% | +3,378 | New |
| AlphaGrep UK Ltd | 3,377 | $312.4K | 0.09% | −199−5.6% | Reduced |