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 |
|---|---|---|---|---|---|
| Z3 Capital Partners, LLC | 5,267 | $483.4K | 0.10% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 5,274 | $484.0K | 0.03% | +5,274 | New |
| MASTERINVEST Kapitalanlage GmbH | 5,302 | $486.6K | 0.04% | +374+7.6% | Added |
| Perigon Wealth Management, LLC | 5,355 | $491.5K | 0.01% | +126+2.4% | Added |
| Dorsey & Whitney Trust CO LLC | 5,358 | $491.8K | 0.02% | +18+0.3% | Added |
| Simon Quick Advisors, LLC | 5,433 | $498.6K | 0.02% | +5,433 | New |
| Jessup Wealth Management, Inc | 5,449 | $500.1K | 0.15% | −3,058−35.9% | Reduced |
| Forum Financial Management, LP | 5,462 | $501.3K | 0.01% | 00.0% | Unchanged |
| Penobscot Investment Management Company, Inc. | 5,500 | $504.8K | 0.03% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 5,512 | $505.9K | 0.00% | −8,446−60.5% | Reduced |
| Norden Group LLC | 5,515 | $506.2K | 0.04% | +246+4.7% | Added |
| RMB Capital Management, LLC | 5,532 | $507.7K | 0.01% | −3,396−38.0% | Reduced |
| Prana Capital Management, LP | 5,542 | $508.6K | 0.02% | +5,542 | New |
| Union Bancaire Privee, UBP SA | 6,023 | $509.3K | 0.01% | 00.0% | Unchanged |
| StoneX Group Inc. | 5,538 | $510.7K | 0.02% | +797+16.8% | Added |
| Stamos Capital Partners, L.P. | 5,590 | $513.0K | 0.08% | +3,233+137.2% | Added |
| Crestwood Advisors Group LLC | 5,627 | $516.4K | 0.01% | +505+9.9% | Added |
| Forefront Wealth Partners, LLC | 5,656 | $519.1K | 0.16% | +314+5.9% | Added |
| Baker Tilly Wealth Management, LLC | 5,692 | $522.4K | 0.11% | +512+9.9% | Added |
| LexAurum Advisors, LLC | 5,744 | $527.2K | 0.06% | −36−0.6% | Reduced |
| Firethorn Wealth Partners, LLC | 5,835 | $535.6K | 0.17% | −204−3.4% | Reduced |
| Knightsbridge Asset Management, LLC | 5,847 | $536.6K | 0.07% | +187+3.3% | Added |
| Westpac Banking Corp | 5,848 | $536.7K | 0.03% | −1,008−14.7% | Reduced |
| Family Management Corp | 5,878 | $539.5K | 0.06% | −556−8.6% | Reduced |
| Worldquant Millennium Advisors LLC | 5,896 | $541.1K | 0.00% | +5,896 | New |
| Ameritas Investment Partners, Inc. | 5,899 | $541.4K | 0.01% | −244−4.0% | Reduced |
| Carmel Capital Partners, LLC | 5,923 | $543.6K | 0.18% | +5,923 | New |
| Exchange Traded Concepts, LLC | 5,937 | $544.9K | 0.00% | +1,960+49.3% | Added |
| Sterling Capital Management LLC | 5,958 | $546.8K | 0.01% | +793+15.4% | Added |
| Boston Trust Walden Corp | 5,961 | $547.1K | 0.00% | +5,961 | New |
| Prime Capital Investment Advisors, LLC | 5,974 | $548.3K | 0.01% | −659−9.9% | Reduced |
| XML Financial, LLC | 5,975 | $548.4K | 0.04% | +501+9.2% | Added |
| Axiom Investment Management LLC | 6,000 | $550.7K | 0.37% | 00.0% | Unchanged |
| Brady Martz Wealth Solutions, LLC | 6,002 | $550.9K | 0.08% | +163+2.8% | Added |
| Profund Advisors LLC | 6,032 | $553.6K | 0.02% | −121−2.0% | Reduced |
| Polymer Capital Management (US) LLC | 6,067 | $556.8K | 0.08% | −1,521−20.0% | Reduced |
| Guinness Asset Management LTD | 6,076 | $557.7K | 0.01% | −1,071−15.0% | Reduced |
| Old National Bancorp | 6,128 | $562.4K | 0.01% | +20+0.3% | Added |
| Erste Asset Management GmbH | 6,388 | $568.2K | 0.00% | +962+17.7% | Added |
| Ritholtz Wealth Management | 6,194 | $568.5K | 0.01% | −541−8.0% | Reduced |
| Intrust Bank NA | 6,217 | $570.6K | 0.04% | +1,915+44.5% | Added |
| Coldstream Capital Management Inc | 6,245 | $573.1K | 0.01% | −1,284−17.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 6,248 | $573.4K | 0.01% | −480−7.1% | Reduced |
| Wedmont Private Capital | 5,917 | $573.6K | 0.02% | +1,277+27.5% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,269 | $575.4K | 0.11% | −5−0.1% | Reduced |
| PEAK6 LLC | 6,272 | $575.6K | 0.01% | −58,030−90.2% | Reduced |
| Mendel Capital Management LLC | 6,276 | $576.0K | 0.26% | −35−0.6% | Reduced |
| VELA Investment Management, LLC | 6,310 | $579.1K | 0.14% | 00.0% | Unchanged |
| Douglas Lane & Associates, LLC | 6,321 | $580.2K | 0.01% | −160−2.5% | Reduced |
| AlphaCore Capital LLC | 6,323 | $580.3K | 0.01% | +2,721+75.5% | Added |
| Cigna Investments Inc | 6,359 | $583.0K | 0.08% | 00.0% | Unchanged |
| Sawgrass Asset Management LLC | 6,385 | $586.0K | 0.08% | +524+8.9% | Added |
| We Are One Seven, LLC | 6,396 | $587.0K | 0.01% | −1,567−19.7% | Reduced |
| Hamilton Capital Partners Inc. | 6,398 | $587.2K | 0.02% | −3,183−33.2% | Reduced |
| Financial Engines Advisors L.L.C. | 6,404 | $587.8K | 0.00% | +181+2.9% | Added |
| ATX Financial Planning, LLC | 6,418 | $589.1K | 0.39% | −530−7.6% | Reduced |
| Fidelis Capital Partners, LLC | 6,442 | $591.2K | 0.03% | +26+0.4% | Added |
| Visionary Wealth Advisors | 6,447 | $591.7K | 0.02% | −499−7.2% | Reduced |
| Dynamic Advisor Solutions LLC | 6,519 | $598.3K | 0.02% | −94−1.4% | Reduced |
| Red Door Wealth Management, LLC | 6,534 | $599.7K | 0.05% | +73+1.1% | Added |
| Stonebridge Financial Group, LLC | 6,544 | $600.0K | 0.08% | +6,544 | New |
| Marex Group plc | 6,556 | $601.7K | 0.00% | +6,556 | New |
| Wealthcare Advisory Partners LLC | 6,574 | $603.4K | 0.01% | −256−3.7% | Reduced |
| Investors Research Corp | 6,575 | $603.5K | 0.11% | −150−2.2% | Reduced |
| Machina Capital S.A.S. | 6,596 | $605.4K | 0.10% | −2,504−27.5% | Reduced |
| Sompo Asset Management Co., Ltd. | 6,620 | $607.6K | 0.10% | −1,010−13.2% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 6,657 | $611.0K | 0.05% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 6,664 | $611.6K | 0.02% | +873+15.1% | Added |
| IHT Wealth Management, LLC | 6,689 | $613.9K | 0.01% | −709−9.6% | Reduced |
| Premier Path Wealth Partners, LLC | 6,696 | $614.6K | 0.07% | −71−1.0% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,412 | $617.3K | 0.02% | −8−0.1% | Reduced |
| Allianz SE | 6,760 | $620.4K | 0.01% | +500+8.0% | Added |
| James J. Burns & Company, LLC | 6,774 | $621.7K | 0.07% | −1,000−12.9% | Reduced |
| Diversified Trust Co | 6,795 | $623.6K | 0.01% | +1,249+22.5% | Added |
| Canal Capital Management, LLC | 6,811 | $625.1K | 0.08% | −41,348−85.9% | Reduced |
| RiverFront Investment Group, LLC | 6,884 | $631.8K | 0.01% | +637+10.2% | Added |
| Register Financial Advisors LLC | 6,952 | $638.1K | 0.20% | +1,204+20.9% | Added |
| Tred Avon Family Wealth, LLC | 6,989 | $641.5K | 0.20% | −202−2.8% | Reduced |
| Linscomb & Williams, Inc. | 7,000 | $642.5K | 0.03% | −5,453−43.8% | Reduced |
| Axq Capital, LP | 7,091 | $650.8K | 0.07% | +7,091 | New |
| Yorktown Management & Research Co Inc | 7,200 | $660.8K | 0.40% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 7,215 | $662.2K | 0.04% | +240+3.4% | Added |
| Tower Trust & Investment Co | 7,285 | $668.6K | 0.41% | −2,547−25.9% | Reduced |
| Mutual Advisors, LLC | 7,286 | $668.7K | 0.01% | −453−5.9% | Reduced |
| Sage Rhino Capital LLC | 7,332 | $672.9K | 0.11% | +39+0.5% | Added |
| OpenArc Corporate Advisory, LLC | 7,338 | $673.5K | 0.01% | +673+10.1% | Added |
| Aster Capital Management (DIFC) Ltd | 7,358 | $675.3K | 0.14% | +7,358 | New |
| Carret Asset Management, LLC | 7,362 | $675.7K | 0.06% | +7,362 | New |
| Capital Counsel LLC | 7,395 | $678.7K | 0.03% | −541−6.8% | Reduced |
| One Capital Management, LLC | 7,339 | $678.9K | 0.02% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 7,400 | $679.1K | 0.15% | −298−3.9% | Reduced |
| Spirepoint Private Client, LLC | 7,510 | $689.3K | 0.06% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7,560 | $693.9K | 0.02% | +5,714+309.5% | Added |
| Trust Asset Management LLC | 7,576 | $695.3K | 0.04% | +80+1.1% | Added |
| Fusion Capital, LLC | 7,625 | $699.8K | 0.16% | +39+0.5% | Added |
| Clearwater Capital Advisors, LLC | 7,680 | $704.9K | 0.05% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 7,716 | $708.2K | 0.37% | 00.0% | Unchanged |
| Moody National Bank Trust Division | 7,788 | $714.8K | 0.06% | −1,180−13.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,799 | $715.8K | 0.02% | +150+2.0% | Added |
| Corsair Capital Management, L.P. | 7,834 | $719.0K | 0.09% | 00.0% | Unchanged |