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, Q2 2026
Institutional positions in KKR & Co. Inc. as of Jun 30, 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
- 1,284
- +11 vs. Q1 2026
- Shares held
- 547.3M
- +18.1M (+3.4%) vs. Q1 2026
- Total value
- $50.2B
- +$1.24B (+2.5%) vs. Q1 2026
- New holders
- 135
- 506 more added
- Sold out
- 124
- 470 more reduced
12 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding KKR & Co. Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Scotia Capital Inc. | 99,872 | $9.17M | 0.03% | −371−0.4% | Reduced |
| Triavera Capital LLC | 99,956 | $9.17M | 4.99% | 00.0% | Unchanged |
| Matthew 25 Management Corp | 100,000 | $9.18M | 2.66% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 100,254 | $9.20M | 0.33% | −500.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 101,571 | $9.32M | 0.04% | −10,826−9.6% | Reduced |
| Danica Pension, Livsforsikringsaktieselskab | 101,864 | $9.35M | 0.15% | +5,749+6.0% | Added |
| Nomura Asset Management International Inc. | 101,892 | $9.35M | 0.01% | −9,373−8.4% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 101,903 | $9.35M | 1.23% | +8,421+9.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 102,774 | $9.43M | 0.07% | −1,738−1.7% | Reduced |
| New York Life Investment Management LLC | 102,828 | $9.44M | 0.07% | +1,004+1.0% | Added |
| Fifth Third Bancorp | 103,304 | $9.48M | 0.02% | −5,697−5.2% | Reduced |
| Commonwealth Equity Services, LLC | 103,901 | $9.54M | 0.01% | −10,252−9.0% | Reduced |
| Lountzis Asset Management, LLC | 103,962 | $9.54M | 3.02% | −1,248−1.2% | Reduced |
| Utah Retirement Systems | 104,093 | $9.55M | 0.09% | −6,164−5.6% | Reduced |
| KR Capital LP | 104,482 | $9.59M | 0.95% | +104,482 | New |
| PensionDanmark Pensionsforsikringsaktieselskab | 104,570 | $9.60M | 0.08% | +10,400+11.0% | Added |
| Rakuten Investment Management, Inc. | 109,209 | $9.71M | 0.03% | +10,457+10.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 106,674 | $9.79M | 0.01% | −144,790−57.6% | Reduced |
| Advisor Group Holdings, Inc. | 107,595 | $9.88M | 0.01% | −1,866−1.7% | Reduced |
| EverSource Wealth Advisors, LLC | 108,313 | $9.94M | 0.34% | −7,496−6.5% | Reduced |
| XTX Topco Ltd | 108,496 | $9.96M | 0.13% | +108,496 | New |
| Teachers Retirement System of the State of Kentucky | 109,055 | $10.0M | 0.07% | 00.0% | Unchanged |
| Voya Investment Management LLC | 110,867 | $10.2M | 0.01% | −5,166−4.5% | Reduced |
| Lalia Capital, LLC | 111,095 | $10.2M | 4.96% | +15,000+15.6% | Added |
| Q Global Advisors, LLC | 112,068 | $10.3M | 6.98% | +51,068+83.7% | Added |
| NEOS Investment Management LLC | 112,137 | $10.3M | 0.04% | +12,529+12.6% | Added |
| Perennial Advisors, LLC | 112,929 | $10.4M | 1.60% | −3,155−2.7% | Reduced |
| Greenhaven Road Investment Management, L.P. | 114,051 | $10.5M | 6.80% | +7,451+7.0% | Added |
| Capital International Ltd | 114,845 | $10.5M | 0.34% | +4,575+4.1% | Added |
| SummitTX Capital, L.P. | 117,574 | $10.8M | 0.28% | +117,574 | New |
| Capstone Investment Advisors, LLC | 117,885 | $10.8M | 0.08% | −20,406−14.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 118,246 | $10.9M | 0.03% | +5,441+4.8% | Added |
| Cornerstone Advisors, LLC | 118,535 | $10.9M | 0.36% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 121,150 | $11.1M | 0.02% | +19,112+18.7% | Added |
| Daiwa Securities Group Inc. | 122,714 | $11.3M | 0.03% | +11,160+10.0% | Added |
| Amalgamated Bank | 123,022 | $11.3M | 0.08% | −5,312−4.1% | Reduced |
| USS Investment Management Ltd | 123,522 | $11.3M | 0.04% | +7,497+6.5% | Added |
| Kestra Advisory Services, LLC | 125,386 | $11.5M | 0.04% | −5,061−3.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 125,349 | $11.5M | 0.02% | −4,237−3.3% | Reduced |
| Private Wealth Partners, LLC | 126,512 | $11.6M | 0.83% | +17,047+15.6% | Added |
| Greenwood Gearhart Inc | 127,435 | $11.7M | 0.54% | +7,616+6.4% | Added |
| Varma Mutual Pension Insurance Co | 128,327 | $11.8M | 0.06% | 00.0% | Unchanged |
| Bank of Nova Scotia | 129,792 | $11.9M | 0.02% | −34,671−21.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 129,889 | $11.9M | 0.12% | −15,680−10.8% | Reduced |
| CIBC Bancorp USA Inc. | 132,268 | $12.1M | 0.01% | −13,824−9.5% | Reduced |
| Xponance, Inc. | 131,850 | $12.1M | 0.07% | −626−0.5% | Reduced |
| Tudor Investment Corp Et Al | 135,472 | $12.4M | 0.05% | −64,797−32.4% | Reduced |
| Commerce Bank | 135,978 | $12.5M | 0.05% | −10,746−7.3% | Reduced |
| Teacher Retirement System of Texas | 138,228 | $12.7M | 0.03% | +27,104+24.4% | Added |
| IFM Investors Pty Ltd | 138,671 | $12.7M | 0.08% | +17,184+14.1% | Added |
| Midwest Trust Co | 139,166 | $12.8M | 0.14% | −2,639−1.9% | Reduced |
| Moore Capital Management, LP | 139,600 | $12.8M | 0.29% | −78,000−35.8% | Reduced |
| Leonteq Securities AG | 140,577 | $12.9M | 0.77% | −2,170−1.5% | Reduced |
| Ieq Capital, LLC | 142,000 | $13.0M | 0.06% | −32,684−18.7% | Reduced |
| GoodHaven Capital Management, LLC | 143,103 | $13.1M | 4.15% | −200−0.1% | Reduced |
| Retirement Systems of Alabama | 145,241 | $13.3M | 0.04% | −526−0.4% | Reduced |
| Brookstone Capital Management | 145,784 | $13.4M | 0.13% | −30,790−17.4% | Reduced |
| Squarepoint Ops LLC | 147,116 | $13.5M | 0.03% | +128,869+706.2% | Added |
| HighTower Advisors, LLC | 148,755 | $13.7M | 0.01% | +1,524+1.0% | Added |
| Nykredit A/S | 149,987 | $13.8M | 0.05% | +149,987 | New |
| Cetera Investment Advisers | 150,824 | $13.8M | 0.01% | +3,902+2.7% | Added |
| Zurich Insurance Group Ltd | 151,887 | $13.9M | 0.10% | +151,887 | New |
| Montaka Global Pty Ltd | 152,196 | $14.0M | 7.86% | +19,070+14.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 152,579 | $14.0M | 0.03% | +20,011+15.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 152,703 | $14.0M | 0.07% | −7,193−4.5% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 156,331 | $14.3M | 0.25% | +977+0.6% | Added |
| Creative Planning | 157,261 | $14.4M | 0.01% | +7,606+5.1% | Added |
| Whittier Trust Co of Nevada Inc | 152,294 | $14.5M | 0.27% | −1,105−0.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 159,675 | $14.7M | 0.07% | +8,000+5.3% | Added |
| Jackson Hill Advisors, LLC | 161,500 | $14.8M | 7.51% | −23,500−12.7% | Reduced |
| Punch & Associates Investment Management, Inc. | 161,910 | $14.9M | 0.74% | +296+0.2% | Added |
| ProShare Advisors LLC | 163,770 | $15.0M | 0.02% | +25,451+18.4% | Added |
| MetLife Investment Management | 163,961 | $15.0M | 0.07% | −3,920−2.3% | Reduced |
| Levin Capital Strategies, L.P. | 164,706 | $15.1M | 1.02% | −93−0.1% | Reduced |
| Captrust Financial Advisors | 165,846 | $15.2M | 0.02% | −33,936−17.0% | Reduced |
| CIBC Asset Management Inc | 168,184 | $15.4M | 0.03% | −1,621−1.0% | Reduced |
| Gillson Capital LP | 168,600 | $15.5M | 0.91% | +90,199+115.0% | Added |
| Lynwood Price Capital Management LP | 169,125 | $15.5M | 7.50% | −5,875−3.4% | Reduced |
| Storebrand Asset Management AS | 169,403 | $15.5M | 0.04% | +20,389+13.7% | Added |
| Walleye Trading LLC | 170,790 | $15.7M | 0.22% | −18,490−9.8% | Reduced |
| Bamco Inc | 173,118 | $15.9M | 0.02% | −60,150−25.8% | Reduced |
| Arizona State Retirement System | 173,171 | $15.9M | 0.08% | +2,203+1.3% | Added |
| Resona Asset Management Co.,Ltd. | 176,899 | $16.1M | 0.08% | −12,500−6.6% | Reduced |
| State of Michigan Retirement System | 177,000 | $16.2M | 0.07% | −2,300−1.3% | Reduced |
| Standard Life Aberdeen plc | 177,811 | $16.3M | 0.02% | −119,236−40.1% | Reduced |
| Schroder Investment Management Group | 186,733 | $16.6M | 0.01% | −10,816−5.5% | Reduced |
| CIBC World Markets Inc. | 182,424 | $16.7M | 0.03% | −77,020−29.7% | Reduced |
| Ofi Invest Asset Management | 212,897 | $17.1M | 0.17% | −146,217−40.7% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 188,800 | $17.3M | 0.08% | −8,452−4.3% | Reduced |
| Mawer Investment Management Ltd. | 189,608 | $17.4M | 0.12% | −21,231−10.1% | Reduced |
| Clearbridge Investments, LLC | 191,408 | $17.6M | 0.01% | +8,600+4.7% | Added |
| Allianz Asset Management GmbH | 191,891 | $17.6M | 0.02% | +60,400+45.9% | Added |
| SEB Asset Management AB | 192,457 | $17.7M | 0.07% | +21,711+12.7% | Added |
| Trexquant Investment LP | 195,398 | $17.9M | 0.11% | +195,398 | New |
| Czech National Bank | 196,788 | $18.1M | 0.10% | +9,845+5.3% | Added |
| Public Sector Pension Investment Board | 197,422 | $18.1M | 0.05% | +2,063+1.1% | Added |
| Stephens Inc | 198,246 | $18.2M | 0.20% | +20,208+11.4% | Added |
| Regions Financial Corp | 199,808 | $18.3M | 0.11% | −5,980−2.9% | Reduced |
| Caldwell Investment Management Ltd. | 200,000 | $18.3M | 12.05% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 200,542 | $18.4M | 0.20% | −13,602−6.4% | Reduced |