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 |
|---|---|---|---|---|---|
| MV Capital Management, Inc. | 114 | $10.5K | 0.00% | +39+52.0% | Added |
| IMA Wealth, Inc. | 118 | $10.8K | 0.00% | +114+2,850.0% | Added |
| Insight Financial Services | 119 | $10.9K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 120 | $11.0K | 0.00% | +1+0.8% | Added |
| Strategic Investment Solutions, Inc. | 120 | $11.0K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 121 | $11.1K | 0.00% | +67+124.1% | Added |
| Kilter Group LLC | 127 | $11.7K | 0.00% | −10−7.3% | Reduced |
| Axxion S.A. | 128 | $11.7K | 0.00% | +128 | New |
| Atlantic Edge Private Wealth Management, LLC | 130 | $11.9K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 132 | $12.1K | 0.00% | +132 | New |
| Rossby Financial, LCC | 133 | $12.2K | 0.00% | −231−63.5% | Reduced |
| Highline Wealth Partners LLC | 135 | $12.4K | 0.00% | +12+9.8% | Added |
| LRI Investments, LLC | 143 | $13.1K | 0.00% | +12+9.2% | Added |
| Meeder Asset Management Inc | 146 | $13.4K | 0.00% | +25+20.7% | Added |
| Morse Asset Management, Inc | 150 | $13.8K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 153 | $14.0K | 0.01% | +36+30.8% | Added |
| JFS Wealth Advisors, LLC | 158 | $14.5K | 0.00% | +30+23.4% | Added |
| High Note Wealth, LLC | 161 | $14.8K | 0.00% | +35+27.8% | Added |
| Pinnacle Bancorp, Inc. | 176 | $16.2K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 182 | $16.7K | 0.01% | +182 | New |
| Hanson & Doremus Investment Management | 180 | $17.0K | 0.00% | −150−45.5% | Reduced |
| Dogwood Wealth Management LLC | 192 | $17.6K | 0.01% | −3,056−94.1% | Reduced |
| Covestor Ltd | 198 | $18.0K | 0.01% | −15−7.0% | Reduced |
| Compass Financial Management LLC | 174 | $18.1K | 0.00% | +174 | New |
| ESL Trust Services, LLC | 200 | $18.4K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 200 | $18.4K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $18.4K | 0.00% | +200 | New |
| Flagship Wealth Advisors, LLC | 200 | $18.4K | 0.00% | +200 | New |
| Napier Financial, LLC | 206 | $18.9K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 209 | $19.2K | 0.01% | +142+211.9% | Added |
| Sachetta, LLC | 209 | $19.2K | 0.01% | +59+39.3% | Added |
| Westfuller Advisors, LLC | 221 | $20.3K | 0.01% | +128+137.6% | Added |
| Webster Bank, N. A. | 224 | $20.6K | 0.00% | −720−76.3% | Reduced |
| Armstrong Advisory Group, Inc | 232 | $21.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 247 | $22.7K | 0.00% | +53+27.3% | Added |
| Stephenson National Bank & Trust | 250 | $22.9K | 0.01% | −163−39.5% | Reduced |
| Atlantic Union Bankshares Corp | 252 | $23.1K | 0.00% | −290−53.5% | Reduced |
| Alerus Financial NA | 257 | $23.6K | 0.00% | −248−49.1% | Reduced |
| Kemnay Advisory Services Inc. | 259 | $23.8K | 0.00% | +44+20.5% | Added |
| First United Bank Trust | 267 | $24.5K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 271 | $24.9K | 0.01% | +33+13.9% | Added |
| DiNuzzo Private Wealth, Inc. | 274 | $25.1K | 0.00% | +1+0.4% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 287 | $26.3K | 0.01% | +201+233.7% | Added |
| Basecamp Wealth Advisors LLC | 299 | $27.4K | 0.01% | +53+21.5% | Added |
| Ameriflex Group, Inc. | 302 | $27.7K | 0.01% | −2−0.7% | Reduced |
| Truvestments Capital LLC | 310 | $28.5K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 325 | $29.8K | 0.01% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 400 | $30.0K | 0.01% | +200+100.0% | Added |
| Silver Grove Financial Group, Inc. | 347 | $31.9K | 0.02% | +347 | New |
| RMG Wealth Management LLC | 288 | $31.9K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 348 | $32.0K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 360 | $33.1K | 0.01% | −1,580−81.4% | Reduced |
| Joseph Group Capital Management | 364 | $33.4K | 0.01% | +92+33.8% | Added |
| NBC Securities, Inc. | 369 | $33.9K | 0.00% | −5−1.3% | Reduced |
| Delta Asset Management LLC | 375 | $34.4K | 0.00% | −606−61.8% | Reduced |
| Silvant Capital Management LLC | 375 | $34.4K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 379 | $34.8K | 0.00% | +379 | New |
| Salomon & Ludwin, LLC | 381 | $35.3K | 0.00% | +12+3.3% | Added |
| Western Pacific Wealth Management, LP | 387 | $35.5K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 407 | $37.4K | 0.00% | −353−46.4% | Reduced |
| Hollencrest Capital Management | 408 | $37.4K | 0.00% | −626−60.5% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 409 | $37.5K | 0.00% | +409 | New |
| JPL Wealth Management, LLC | 423 | $38.8K | 0.01% | +3+0.7% | Added |
| Eastern Bank | 427 | $39.2K | 0.00% | −46,000−99.1% | Reduced |
| Glen Eagle Advisors, LLC | 427 | $39.2K | 0.00% | −10−2.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 430 | $39.5K | 0.02% | −4−0.9% | Reduced |
| Owl Creek Wealth Partners LLC | 434 | $39.8K | 0.01% | −103−19.2% | Reduced |
| BankPlus Trust Department | 440 | $40.4K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 441 | $40.5K | 0.01% | +10+2.3% | Added |
| Farmers & Merchants Investments Inc | 445 | $40.8K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 446 | $40.9K | 0.03% | +10+2.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 450 | $41.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 450 | $41.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 450 | $41.3K | 0.00% | −590−56.7% | Reduced |
| Bayforest Capital Ltd | 451 | $41.4K | 0.04% | +255+130.1% | Added |
| Bruce G. Allen Investments, LLC | 457 | $41.9K | 0.03% | −30−6.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 462 | $42.4K | 0.00% | −80−14.8% | Reduced |
| True Wealth Design, LLC | 468 | $43.0K | 0.01% | +92+24.5% | Added |
| Salem Investment Counselors Inc | 470 | $43.1K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 483 | $44.4K | 0.01% | +1+0.2% | Added |
| Grove Bank & Trust | 498 | $45.7K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 500 | $45.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 500 | $45.9K | 0.00% | +500 | New |
| Transamerica Financial Advisors, Inc. | 508 | $46.7K | 0.00% | +51+11.2% | Added |
| Cheviot Value Management, LLC | 510 | $46.8K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 514 | $47.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 518 | $47.5K | 0.00% | +19+3.8% | Added |
| Mountain Hill Investment Partners Corp. | 540 | $49.6K | 0.03% | 00.0% | Unchanged |
| Activest Wealth Management | 588 | $54.0K | 0.01% | −85−12.6% | Reduced |
| GHP Investment Advisors, Inc. | 588 | $54.0K | 0.00% | +170+40.7% | Added |
| Oakworth Capital, Inc. | 591 | $54.2K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 618 | $56.7K | 0.02% | +47+8.2% | Added |
| First Command Advisory Services, Inc. | 652 | $59.8K | 0.00% | +328+101.2% | Added |
| Johnson Financial Group, Inc. | 676 | $62.0K | 0.00% | −2,921−81.2% | Reduced |
| Perkins Coie Trust Co | 677 | $62.1K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 715 | $66.0K | 0.00% | +464+184.9% | Added |
| Generali Asset Management SPA SGR | 724 | $66.4K | 0.00% | −25,867−97.3% | Reduced |
| Harbour Investments, Inc. | 734 | $67.4K | 0.00% | −125−14.6% | Reduced |
| Valley National Advisers Inc | 737 | $67.6K | 0.01% | +11+1.5% | Added |
| Crewe Advisors LLC | 746 | $68.5K | 0.00% | +32+4.5% | Added |