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 |
|---|---|---|---|---|---|
| Livforsakringsbolaget Skandia, Omsesidigt | 3,473 | $318.6K | 0.01% | −900−20.6% | Reduced |
| Leavell Investment Management, Inc. | 3,480 | $319.4K | 0.01% | +87+2.6% | Added |
| CX Institutional | 3,487 | $320.0K | 0.01% | +2,784+396.0% | Added |
| Dudley Capital Management, LLC | 3,520 | $323.1K | 0.13% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 3,532 | $324.2K | 0.00% | 00.0% | Unchanged |
| First City Capital Management, Inc. | 3,541 | $325.0K | 0.16% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 3,545 | $325.3K | 0.10% | +151+4.4% | Added |
| Cinctive Capital Management LP | 3,550 | $325.8K | 0.01% | −65,569−94.9% | Reduced |
| Freestone Capital Holdings, LLC | 3,557 | $326.5K | 0.01% | +1,049+41.8% | Added |
| Cercano Management LLC | 3,560 | $326.7K | 0.04% | 00.0% | Unchanged |
| Signature Estate & Investment Advisors LLC | 3,570 | $327.7K | 0.01% | −1,378−27.8% | Reduced |
| Savvy Advisors, Inc. | 3,585 | $329.1K | 0.01% | +985+37.9% | Added |
| Kovack Advisors, Inc. | 3,567 | $330.1K | 0.02% | +2+0.1% | Added |
| HHM Wealth Advisors, LLC | 3,599 | $330.3K | 0.03% | +10.0% | Added |
| BNP Paribas | 3,642 | $334.3K | 0.01% | −355−8.9% | Reduced |
| Savant Capital, LLC | 3,624 | $335.8K | 0.00% | −143−3.8% | Reduced |
| Catalyst Private Wealth, LLC | 3,668 | $336.6K | 0.16% | −6−0.2% | Reduced |
| Cornerstone Advisory, LLC | 3,670 | $336.9K | 0.03% | +205+5.9% | Added |
| Shelton Capital Management | 3,675 | $337.3K | 0.01% | +3,675 | New |
| Change Path, LLC | 3,693 | $339.0K | 0.01% | −19−0.5% | Reduced |
| Davis R M Inc | 3,700 | $339.6K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,703 | $339.9K | 0.00% | +13+0.4% | Added |
| Aigen Investment Management, LP | 3,705 | $340.0K | 0.09% | −3,252−46.7% | Reduced |
| Ostrum Asset Management | 3,705 | $340.0K | 0.02% | +850+29.8% | Added |
| Howard Capital Management Inc. | 3,716 | $341.1K | 0.00% | +1,456+64.4% | Added |
| Mainstay Capital Management LLC | 3,735 | $342.8K | 0.03% | −133−3.4% | Reduced |
| D.A. Davidson & Co. | 3,764 | $345.5K | 0.00% | −214−5.4% | Reduced |
| Waddell & Associates, LLC | 3,766 | $345.6K | 0.02% | −549−12.7% | Reduced |
| Inscription Capital, LLC | 3,790 | $347.9K | 0.03% | +3,790 | New |
| Platform Technology Partners | 3,794 | $348.2K | 0.06% | −245−6.1% | Reduced |
| WealthPlan Investment Management, LLC | 3,804 | $349.1K | 0.02% | +1,586+71.5% | Added |
| Ade, LLC | 3,805 | $349.2K | 0.15% | 00.0% | Unchanged |
| TAGStone Capital, Inc. | 3,813 | $350.0K | 0.11% | +8+0.2% | Added |
| ProVise Management Group, LLC | 3,884 | $356.5K | 0.02% | −11−0.3% | Reduced |
| L2 Asset Management, LLC | 3,916 | $359.4K | 0.04% | +229+6.2% | Added |
| Fjell Capital, LLC | 3,924 | $360.1K | 0.25% | −429−9.9% | Reduced |
| Berkshire Asset Management LLC | 3,933 | $360.9K | 0.01% | +108+2.8% | Added |
| Hardin Capital Partners, LLC | 3,928 | $361.0K | 0.17% | −115−2.8% | Reduced |
| one8zero8, LLC | 3,950 | $362.5K | 0.07% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 3,951 | $362.6K | 0.06% | −207−5.0% | Reduced |
| Resources Investment Advisors, LLC. | 3,953 | $362.8K | 0.00% | −2,017−33.8% | Reduced |
| KCM Investment Advisors LLC | 3,988 | $366.0K | 0.01% | −279−6.5% | Reduced |
| MYDA Advisors LLC | 4,000 | $367.1K | 0.09% | −8,700−68.5% | Reduced |
| Smartleaf Asset Management LLC | 4,152 | $369.3K | 0.01% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 4,027 | $369.6K | 0.05% | +5+0.1% | Added |
| Bull Harbor Capital LLC | 4,029 | $369.8K | 0.07% | +1,494+58.9% | Added |
| Tranquility Partners, LLC | 4,044 | $371.9K | 0.13% | +512+14.5% | Added |
| Ascent Group, LLC | 4,065 | $373.0K | 0.01% | −8,539−67.7% | Reduced |
| Apella Capital, LLC | 3,946 | $375.4K | 0.01% | +7+0.2% | Added |
| Limestone Investment Advisors LP | 4,213 | $386.7K | 0.19% | +3,013+251.1% | Added |
| Cassaday & Co Wealth Management LLC | 4,228 | $388.0K | 0.01% | −1,553−26.9% | Reduced |
| CNB Bank | 4,244 | $389.5K | 0.15% | −178−4.0% | Reduced |
| RFG Advisory, LLC | 4,251 | $390.1K | 0.01% | −695−14.1% | Reduced |
| FreeGulliver LLC | 4,294 | $394.1K | 0.14% | +36+0.8% | Added |
| PFG Investments, LLC | 4,321 | $396.6K | 0.02% | −486−10.1% | Reduced |
| Nations Financial Group Inc, | 4,341 | $398.5K | 0.02% | +963+28.5% | Added |
| Commerzbank Aktiengesellschaft | 4,347 | $399.0K | 0.01% | +949+27.9% | Added |
| Flatrock Wealth Partners LLC | 4,351 | $399.3K | 0.16% | −80−1.8% | Reduced |
| Banco Santander, S.A. | 4,354 | $399.6K | 0.00% | +4,354 | New |
| Rossmore Private Capital | 4,360 | $400.2K | 0.03% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 4,380 | $402.0K | 0.13% | −69−1.6% | Reduced |
| Accuvest Global Advisors | 4,401 | $404.0K | 0.35% | +28+0.6% | Added |
| Supplemental Annuity Collective Trust of NJ | 4,434 | $407.0K | 0.10% | −213−4.6% | Reduced |
| Sigma Planning Corp | 4,437 | $407.2K | 0.01% | −906−17.0% | Reduced |
| Insigneo Advisory Services, LLC | 4,471 | $410.3K | 0.02% | −1,602−26.4% | Reduced |
| Glenview Trust Co | 4,474 | $410.6K | 0.01% | −659−12.8% | Reduced |
| Smith Shellnut Wilson LLC | 4,478 | $411.0K | 0.15% | 00.0% | Unchanged |
| Fundamentun, LLC | 4,483 | $411.5K | 0.01% | +160+3.7% | Added |
| Advisors Asset Management, Inc. | 4,518 | $414.7K | 0.01% | −264−5.5% | Reduced |
| Canvas Wealth Advisors, LLC | 4,538 | $416.5K | 0.06% | +196+4.5% | Added |
| Joel Isaacson & Co., LLC | 4,546 | $417.3K | 0.01% | +5+0.1% | Added |
| Bingham Private Wealth, LLC | 4,550 | $417.6K | 0.29% | +760+20.1% | Added |
| Welch & Forbes LLC | 4,581 | $420.4K | 0.01% | −1,200−20.8% | Reduced |
| Aaron Wealth Advisors | 4,608 | $422.9K | 0.02% | +371+8.8% | Added |
| Ballentine Partners, LLC | 4,613 | $423.4K | 0.01% | +238+5.4% | Added |
| Evelyn Partners Group Ltd | 4,640 | $425.9K | 0.01% | +4,640 | New |
| Hantz Financial Services, Inc. | 4,637 | $426.0K | 0.01% | +764+19.7% | Added |
| Perennial Investment Advisors, LLC | 4,644 | $426.2K | 0.03% | +90+2.0% | Added |
| V-Square Quantitative Management LLC | 4,698 | $431.2K | 0.04% | +490+11.6% | Added |
| Duncker Streett & Co Inc | 4,700 | $431.4K | 0.07% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 4,700 | $434.8K | 0.14% | 00.0% | Unchanged |
| Obermeyer Wood Investment Counsel, LLLP | 4,814 | $441.8K | 0.02% | −590−10.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,841 | $444.3K | 0.03% | +1,039+27.3% | Added |
| Edgemoor Investment Advisors, Inc. | 4,886 | $448.4K | 0.03% | 00.0% | Unchanged |
| Sentinus, LLC | 4,942 | $453.6K | 0.04% | −323−6.1% | Reduced |
| Fort Sheridan Advisors LLC | 4,946 | $453.9K | 0.05% | −266−5.1% | Reduced |
| Private Advisor Group, LLC | 4,969 | $456.0K | 0.00% | −5,810−53.9% | Reduced |
| Wealth Preservation Advisors, LLC | 4,975 | $456.6K | 0.26% | −475−8.7% | Reduced |
| NFC Investments, LLC | 5,000 | $459.0K | 0.12% | +250+5.3% | Added |
| Principle Wealth Partners LLC | 5,030 | $461.7K | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 5,048 | $463.3K | 0.12% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 5,068 | $465.2K | 0.02% | −1,835−26.6% | Reduced |
| Laurel Oak Wealth Management, LLC | 5,075 | $465.8K | 0.07% | −61−1.2% | Reduced |
| Payne Capital Management, LLC | 5,080 | $466.2K | 0.12% | +5,080 | New |
| Cornerstone Wealth Management, LLC | 5,128 | $470.7K | 0.02% | −189−3.6% | Reduced |
| RDA Financial Network | 5,162 | $473.7K | 0.10% | −13,189−71.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 5,201 | $477.3K | 0.02% | −26,577−83.6% | Reduced |
| Valeo Financial Advisors, LLC | 5,252 | $482.1K | 0.01% | +727+16.1% | Added |
| Baker Avenue Asset Management, LP | 5,256 | $482.4K | 0.01% | +172+3.4% | Added |
| National Asset Management, Inc. | 5,435 | $483.4K | 0.03% | −129−2.3% | Reduced |