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 |
|---|---|---|---|---|---|
| Pines Wealth Management, LLC | 2,509 | $230.3K | 0.07% | −1,281−33.8% | Reduced |
| Graticule Asia Macro Advisors LLC | 2,519 | $231.2K | 0.02% | +2,519 | New |
| Partners Capital Investment Group, LLP | 2,529 | $232.1K | 0.01% | 00.0% | Unchanged |
| Haverford Trust Co | 2,534 | $232.6K | 0.00% | −1,648−39.4% | Reduced |
| Hudson Bay Capital Management LP | 2,540 | $233.1K | 0.00% | +2,540 | New |
| Texas Capital Bank Wealth Management Services Inc | 2,545 | $233.6K | 0.01% | −1,059−29.4% | Reduced |
| Resolute Wealth Strategies, LLC | 2,555 | $234.5K | 0.09% | +2,555 | New |
| Blueshift Asset Management, LLC | 2,578 | $236.6K | 0.05% | +2,578 | New |
| Evercore Wealth Management, LLC | 2,580 | $236.8K | 0.00% | −2−0.1% | Reduced |
| PDS Planning, Inc | 2,583 | $237.1K | 0.01% | +266+11.5% | Added |
| Core Capital Management & Research, inc. | 2,200 | $238.7K | 0.13% | +2,200 | New |
| Fragasso Group Inc. | 2,604 | $239.0K | 0.01% | −273−9.5% | Reduced |
| Xxi Wealth, LLC | 2,608 | $239.4K | 0.11% | +421+19.3% | Added |
| NFP Retirement, Inc. | 2,613 | $239.8K | 0.01% | −10−0.4% | Reduced |
| Stratos Wealth Advisors, LLC | 2,614 | $240.0K | 0.01% | +360+16.0% | Added |
| Fukoku Mutual Life Insurance Co | 2,616 | $240.1K | 0.01% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 2,637 | $242.1K | 0.01% | +2,637 | New |
| North Capital, Inc. | 2,640 | $242.3K | 0.18% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,644 | $242.7K | 0.03% | +2+0.1% | Added |
| Washington Trust Bank | 2,644 | $242.7K | 0.02% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 2,645 | $242.7K | 0.01% | +112+4.4% | Added |
| Ameritas Advisory Services, LLC | 2,645 | $242.8K | 0.00% | +2,645 | New |
| Umb Bank N A | 2,648 | $243.0K | 0.00% | +46+1.8% | Added |
| Dakota Wealth Management | 2,656 | $243.8K | 0.00% | +56+2.2% | Added |
| Monticello Wealth Management, LLC | 2,661 | $244.2K | 0.01% | −80−2.9% | Reduced |
| Wick Capital Partners, LLC | 2,662 | $244.3K | 0.04% | −1,271−32.3% | Reduced |
| 1832 Asset Management L.P. | 2,665 | $244.6K | 0.00% | −155−5.5% | Reduced |
| Guyasuta Investment Advisors Inc | 2,666 | $244.7K | 0.01% | 00.0% | Unchanged |
| Parcion Private Wealth LLC | 2,678 | $245.8K | 0.01% | −1,757−39.6% | Reduced |
| Naviter Wealth, LLC | 2,680 | $246.0K | 0.02% | −159−5.6% | Reduced |
| E Fund Management Co., Ltd. | 2,685 | $246.4K | 0.01% | +154+6.1% | Added |
| PFA Pension, Forsikringsaktieselskab | 2,693 | $247.2K | 0.00% | −212,764−98.8% | Reduced |
| Avantax Planning Partners, Inc. | 2,700 | $247.8K | 0.01% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 2,716 | $249.3K | 0.05% | +64+2.4% | Added |
| Frank, Rimerman Advisors LLC | 2,721 | $249.7K | 0.01% | +173+6.8% | Added |
| Defiance ETFs, LLC | 2,714 | $251.2K | 0.00% | +432+18.9% | Added |
| Wedbush Securities Inc | 2,745 | $252.0K | 0.01% | −373−12.0% | Reduced |
| Ballast, Inc. | 2,752 | $252.6K | 0.05% | 00.0% | Unchanged |
| Maia Wealth LLC | 2,754 | $252.8K | 0.04% | −22−0.8% | Reduced |
| Oak Barrel Wealth Advisory LLC | 2,754 | $252.8K | 0.11% | +2,754 | New |
| Atlas Capital Advisors LLC | 2,759 | $253.2K | 0.03% | +1,538+126.0% | Added |
| Alta Advisers Ltd | 2,763 | $253.6K | 0.06% | 00.0% | Unchanged |
| 10Elms LLP | 2,803 | $257.3K | 0.11% | −98−3.4% | Reduced |
| Trust Point Inc. | 2,807 | $257.6K | 0.02% | −17−0.6% | Reduced |
| Wealth Science Advisors LLC | 2,817 | $258.5K | 0.11% | +2,712+2,582.9% | Added |
| LFA - Lugano Financial Advisors SA | 2,850 | $261.6K | 0.16% | 00.0% | Unchanged |
| Mather Group, LLC. | 2,875 | $263.9K | 0.00% | +352+14.0% | Added |
| Essex Savings Bank | 2,883 | $264.6K | 0.06% | +40+1.4% | Added |
| Range Advisory, LLC | 2,886 | $264.9K | 0.03% | +204+7.6% | Added |
| 71 West Capital Partners | 2,890 | $265.2K | 0.01% | +673+30.4% | Added |
| Mayflower Financial Advisors, LLC | 2,895 | $265.7K | 0.02% | −12−0.4% | Reduced |
| Crawford Investment Counsel Inc | 2,900 | $266.2K | 0.00% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 2,901 | $266.3K | 0.02% | −1,867−39.2% | Reduced |
| AA Financial Advisors, LLC | 2,910 | $267.1K | 0.03% | +2,910 | New |
| Citizens National Bank Trust Department | 2,950 | $270.8K | 0.04% | −50−1.7% | Reduced |
| Soltis Investment Advisors LLC | 2,955 | $271.2K | 0.02% | −853−22.4% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,979 | $273.4K | 0.02% | +2,979 | New |
| Wellington Shields & Co., LLC | 3,000 | $275.3K | 0.06% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 3,097 | $275.5K | 0.01% | −8,486−73.3% | Reduced |
| Rochester Wealth Strategies, LLC | 3,010 | $276.3K | 0.15% | 00.0% | Unchanged |
| Pring Turner Capital Group Inc | 2,675 | $276.5K | 0.16% | +400+17.6% | Added |
| Snowwater Investment Partners, LLC | 3,052 | $280.1K | 0.19% | −386−11.2% | Reduced |
| Kingsview Wealth Management, LLC | 3,057 | $280.6K | 0.00% | +819+36.6% | Added |
| Caisse des Depots Et Consignations | 3,068 | $281.6K | 0.00% | −9,972−76.5% | Reduced |
| MBL Wealth, LLC | 3,070 | $281.8K | 0.02% | +3,070 | New |
| Diversify Wealth Management, LLC | 2,777 | $282.2K | 0.00% | −595−17.6% | Reduced |
| Diversify Advisory Services, LLC | 2,777 | $282.2K | 0.00% | +2,777 | New |
| Vision Retirement, LLC | 3,082 | $282.9K | 0.07% | −889−22.4% | Reduced |
| Central Trust Co | 3,087 | $283.3K | 0.01% | −500−13.9% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 3,095 | $284.1K | 0.08% | +212+7.4% | Added |
| Los Angeles Capital Management LLC | 3,109 | $285.3K | 0.00% | 00.0% | Unchanged |
| First Growth Capital LLC | 3,115 | $285.9K | 0.22% | +752+31.8% | Added |
| Stevens Capital Management LP | 3,129 | $287.0K | 0.07% | +3,129 | New |
| Gallagher Fiduciary Advisors, LLC | 3,130 | $287.2K | 0.01% | −10−0.3% | Reduced |
| Diligent Investors, LLC | 3,145 | $288.7K | 0.06% | +500+18.9% | Added |
| Spinnaker Investment Group, LLC | 3,147 | $288.8K | 0.05% | −122−3.7% | Reduced |
| AlphaGrep UK Ltd | 3,152 | $289.3K | 0.09% | −225−6.7% | Reduced |
| Legacy Advisors, LLC | 3,172 | $291.1K | 0.03% | +340+12.0% | Added |
| Souders Financial Advisors | 3,176 | $291.5K | 0.03% | +106+3.5% | Added |
| Envestnet Portfolio Solutions, Inc. | 3,190 | $292.8K | 0.00% | −2,236−41.2% | Reduced |
| Sovereign Financial Group, Inc. | 3,217 | $295.3K | 0.05% | −97−2.9% | Reduced |
| Hodges Capital Management Inc. | 3,222 | $295.7K | 0.02% | +5+0.2% | Added |
| Syon Capital LLC | 3,223 | $295.8K | 0.01% | −1,020−24.0% | Reduced |
| Sweeney & Michel, LLC | 2,882 | $296.3K | 0.08% | +6+0.2% | Added |
| Klingman & Associates, LLC | 3,252 | $298.5K | 0.01% | +169+5.5% | Added |
| Nemes Rush Group LLC | 3,253 | $298.6K | 0.02% | +143+4.6% | Added |
| Foundations Investment Advisors, LLC | 3,258 | $299.0K | 0.00% | +436+15.5% | Added |
| Athena Wealth Management, LLC | 3,278 | $300.9K | 0.22% | +3,278 | New |
| Steel Peak Wealth Management LLC | 3,332 | $305.8K | 0.01% | +76+2.3% | Added |
| Oxford Financial Group Ltd | 3,334 | $306.0K | 0.02% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 3,338 | $306.4K | 0.02% | +5+0.2% | Added |
| Garden State Investment Advisory Services LLC | 3,366 | $308.9K | 0.06% | +3,366 | New |
| Advisors Capital Management, LLC | 3,382 | $310.4K | 0.00% | +333+10.9% | Added |
| Cypress Wealth Services, LLC | 3,395 | $311.6K | 0.04% | −275−7.5% | Reduced |
| Financial Partners Group, Inc | 3,398 | $311.9K | 0.03% | +283+9.1% | Added |
| Manchester Capital Management LLC | 3,410 | $313.0K | 0.04% | +83+2.5% | Added |
| Curated Wealth Partners LLC | 3,422 | $314.1K | 0.04% | +3,422 | New |
| Waterway Wealth Management, LLC | 3,436 | $315.3K | 0.06% | −13,288−79.5% | Reduced |
| Roundview Capital LLC | 3,450 | $316.6K | 0.02% | −259−7.0% | Reduced |
| Boltwood Capital Management | 3,469 | $318.4K | 0.07% | +150+4.5% | Added |