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 |
|---|---|---|---|---|---|
| TSFG, LLC | 749 | $69.0K | 0.01% | +23+3.2% | Added |
| Continuum Advisory, LLC | 758 | $69.6K | 0.01% | −1,470−66.0% | Reduced |
| Harbor Investment Advisory, LLC | 764 | $70.1K | 0.00% | −188−19.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 812 | $74.5K | 0.03% | −2−0.2% | Reduced |
| J.Safra Asset Management Corp | 831 | $76.3K | 0.00% | +37+4.7% | Added |
| Lodestone Wealth Management LLC | 884 | $81.1K | 0.03% | 00.0% | Unchanged |
| CVA Family Office, LLC | 904 | $83.0K | 0.01% | −135−13.0% | Reduced |
| Essential Partners LLC | 936 | $85.9K | 0.04% | −126−11.9% | Reduced |
| Capital Advisors, Ltd. LLC | 979 | $90.0K | 0.01% | +856+695.9% | Added |
| Cromwell Holdings LLC | 982 | $90.1K | 0.04% | −461−31.9% | Reduced |
| 3 Factor Indexing, LLC | 1,000 | $91.8K | 0.08% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1,011 | $92.8K | 0.02% | −8−0.8% | Reduced |
| Buck Wealth Strategies, LLC | 1,017 | $93.3K | 0.01% | +1,017 | New |
| Alphadyne Asset Management LP | 1,038 | $95.3K | 0.00% | +1,038 | New |
| Motco | 1,040 | $95.5K | 0.01% | +16+1.6% | Added |
| Cornerstone Planning Group LLC | 1,032 | $98.6K | 0.01% | −8−0.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,090 | $100.0K | 0.03% | +200+22.5% | Added |
| Financial Perspectives, Inc | 1,120 | $102.8K | 0.03% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 1,109 | $103.6K | 0.07% | +1,109 | New |
| Clear Street Markets LLC | 1,132 | $103.9K | 0.02% | +1,019+901.8% | Added |
| Harbor Asset Planning, Inc. | 1,197 | $109.9K | 0.08% | 00.0% | Unchanged |
| Coastline Trust Co | 1,212 | $111.2K | 0.01% | −2,131−63.7% | Reduced |
| Versant Capital Management, Inc | 1,237 | $113.5K | 0.01% | +642+107.9% | Added |
| Tower View Investment Management & Research LLC | 1,256 | $115.3K | 0.05% | +2+0.2% | Added |
| Hoey Investments, Inc | 1,277 | $117.2K | 0.02% | −131−9.3% | Reduced |
| MCF Advisors LLC | 1,315 | $120.7K | 0.00% | +7+0.5% | Added |
| Trust Co of Vermont | 1,316 | $120.8K | 0.00% | +1,316 | New |
| International Assets Investment Management, LLC | 1,315 | $121.7K | 0.01% | +90+7.3% | Added |
| United Community Bank | 1,338 | $122.8K | 0.04% | −50−3.6% | Reduced |
| Parkside Financial Bank & Trust | 1,345 | $123.5K | 0.01% | +91+7.3% | Added |
| Camden Capital, LLC | 1,358 | $124.7K | 0.01% | −743−35.4% | Reduced |
| Tripletail Wealth Management, LLC | 1,330 | $124.8K | 0.14% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 1,400 | $128.5K | 0.10% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 1,463 | $134.3K | 0.03% | +40+2.8% | Added |
| Montag A & Associates Inc | 1,500 | $137.7K | 0.01% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,600 | $146.8K | 0.03% | −5,754−78.2% | Reduced |
| Tiaa-Cref Individual & Institutional Services, LLC | 1,662 | $152.6K | 0.00% | −218−11.6% | Reduced |
| Unison Asset Management LLC | 1,668 | $153.1K | 0.06% | 00.0% | Unchanged |
| Intesa Sanpaolo Wealth Management | 1,680 | $154.2K | 0.03% | −41−2.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 1,709 | $156.9K | 0.02% | +1,434+521.5% | Added |
| Golden State Wealth Management, LLC | 1,745 | $160.2K | 0.01% | −25−1.4% | Reduced |
| Centaurus Financial, Inc. | 1,795 | $165.0K | 0.01% | −46−2.5% | Reduced |
| Private Trust Co NA | 1,801 | $165.3K | 0.01% | −29−1.6% | Reduced |
| Bogart Wealth, LLC | 1,810 | $166.1K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,826 | $167.6K | 0.01% | +1,826 | New |
| TFC Financial Management | 1,843 | $169.2K | 0.02% | +3+0.2% | Added |
| Onefund, LLC | 1,883 | $172.8K | 0.10% | −2−0.1% | Reduced |
| First Horizon Corp | 1,909 | $175.2K | 0.01% | −194−9.2% | Reduced |
| Quent Capital, LLC | 1,939 | $177.9K | 0.01% | −28−1.4% | Reduced |
| Rosenberg Matthew Hamilton | 1,961 | $180.0K | 0.03% | +183+10.3% | Added |
| Massmutual Trust Co FSB | 1,981 | $181.8K | 0.00% | +260+15.1% | Added |
| St Germain D J Co Inc | 1,993 | $182.9K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 2,000 | $183.6K | 0.02% | −900−31.0% | Reduced |
| Granite FO LLC | 2,000 | $183.6K | 0.10% | 00.0% | Unchanged |
| Quarry LP | 2,024 | $185.8K | 0.03% | +584+40.6% | Added |
| New Age Alpha Advisors, LLC | 2,027 | $186.0K | 0.01% | +2,027 | New |
| Cary Street Partner Investment Advisory LLC | 2,091 | $191.9K | 0.04% | −121−5.5% | Reduced |
| YANKCOM Partnership | 2,115 | $194.1K | 0.07% | +48+2.3% | Added |
| Spirit of America Management Corp | 2,150 | $197.3K | 0.04% | −2,200−50.6% | Reduced |
| Zions Bancorporation, National Association | 2,176 | $199.7K | 0.01% | +135+6.6% | Added |
| Oslo Pensjonsforsikring AS | 2,178 | $199.9K | 0.02% | +1,135+108.8% | Added |
| Dynasty Wealth Management, LLC | 2,195 | $201.5K | 0.00% | −3,637−62.4% | Reduced |
| GeoWealth Management, LLC | 2,202 | $202.1K | 0.01% | +2,202 | New |
| Founders Financial Alliance, LLC | 2,224 | $204.1K | 0.03% | +4+0.2% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 586 | $205.1K | 0.06% | −2,436−80.6% | Reduced |
| PCB Capital LLC | 2,243 | $205.9K | 0.25% | +2,243 | New |
| Northwest Wealth Management, LLC | 2,250 | $206.5K | 0.03% | −596−20.9% | Reduced |
| Ewa, LLC | 2,256 | $207.1K | 0.04% | +2,256 | New |
| Procyon Private Wealth Partners, LLC | 2,272 | $208.5K | 0.01% | −1,364−37.5% | Reduced |
| VestGen Advisors, LLC | 2,285 | $209.7K | 0.01% | −625−21.5% | Reduced |
| Miracle Mile Advisors, LLC | 2,294 | $210.5K | 0.00% | +128+5.9% | Added |
| Waterloo Capital, L.P. | 2,297 | $210.8K | 0.01% | +2,297 | New |
| Farmers National Bank | 2,310 | $212.0K | 0.04% | −214−8.5% | Reduced |
| LVW Advisors, LLC | 2,315 | $212.5K | 0.02% | +117+5.3% | Added |
| Aviance Capital Partners, LLC | 2,316 | $212.6K | 0.02% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 2,330 | $213.8K | 0.02% | +2,330 | New |
| Catalyst Financial Partners LLC | 2,331 | $213.9K | 0.02% | +2,331 | New |
| Adviser Investments LLC | 2,343 | $215.0K | 0.00% | +2,343 | New |
| Keystone Financial Group | 2,349 | $215.6K | 0.01% | +2,349 | New |
| Clark Capital Management Group, Inc. | 2,360 | $216.6K | 0.00% | +24+1.0% | Added |
| FIL Ltd | 2,376 | $218.1K | 0.00% | +2,376 | New |
| Perfromance Wealth Partners, LLC | 2,378 | $218.2K | 0.01% | +5+0.2% | Added |
| Sand Hill Global Advisors, LLC | 2,381 | $218.5K | 0.01% | 00.0% | Unchanged |
| Conning Inc. | 2,385 | $218.9K | 0.01% | −500−17.3% | Reduced |
| Banque Pictet & Cie SA | 2,400 | $220.3K | 0.00% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 2,407 | $220.9K | 0.02% | −717−23.0% | Reduced |
| Prosperity Consulting Group, LLC | 2,410 | $221.2K | 0.01% | +35+1.5% | Added |
| Fisher Asset Management, LLC | 2,411 | $221.4K | 0.00% | +15+0.6% | Added |
| Northwest Bancshares, Inc. | 2,425 | $222.6K | 0.04% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 2,432 | $223.2K | 0.04% | −1,318−35.1% | Reduced |
| Formidable Asset Management, LLC | 2,421 | $223.9K | 0.04% | −260−9.7% | Reduced |
| BlueStem Wealth Partners, LLC | 2,451 | $225.0K | 0.02% | +4+0.2% | Added |
| Central Pacific Bank - Trust Division | 2,453 | $225.1K | 0.02% | +2,453 | New |
| Avidian Wealth Solutions, LLC | 2,454 | $225.2K | 0.01% | +205+9.1% | Added |
| Advisor OS, LLC | 2,465 | $226.2K | 0.02% | −854−25.7% | Reduced |
| Quotient Wealth Partners, LLC | 2,468 | $226.5K | 0.01% | +208+9.2% | Added |
| Ssi Investment Management LLC | 2,474 | $227.1K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 2,486 | $228.0K | 0.11% | −136−5.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,497 | $229.2K | 0.02% | −1,721−40.8% | Reduced |
| Flputnam Investment Management Co | 2,509 | $230.3K | 0.00% | +2,509 | New |