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 |
|---|---|---|---|---|---|
| Norway Savings Bank | 7,862 | $721.6K | 0.30% | +940+13.6% | Added |
| Sagespring Wealth Partners, LLC | 7,936 | $728.3K | 0.01% | +301+3.9% | Added |
| CAPROCK Group, Inc. | 7,986 | $733.0K | 0.01% | +3,291+70.1% | Added |
| Kovitz Investment Group Partners, LLC | 8,058 | $739.6K | 0.02% | +4,665+137.5% | Added |
| Westover Capital Advisors, LLC | 8,065 | $740.2K | 0.12% | −3,065−27.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 8,077 | $741.3K | 0.01% | +660+8.9% | Added |
| Cary Street Partners Financial LLC | 8,097 | $743.1K | 0.02% | +2,517+45.1% | Added |
| Global Retirement Partners, LLC | 8,108 | $744.2K | 0.01% | +8,108 | New |
| Transcend Wealth Collective, LLC | 8,278 | $759.8K | 0.05% | −275−3.2% | Reduced |
| Brevan Howard Capital Management LP | 8,286 | $760.5K | 0.01% | −50,366−85.9% | Reduced |
| Frec Markets, Inc. | 8,408 | $771.7K | 0.07% | +2,449+41.1% | Added |
| LuminArx Capital Management LP | 20,000 | $780.0K | 0.36% | +20,000 | New |
| Evergreen Capital Management LLC | 8,546 | $784.4K | 0.01% | −4,951−36.7% | Reduced |
| Consilium Wealth Advisory, LLC | 8,556 | $785.3K | 0.23% | +57+0.7% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,600 | $789.3K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 8,655 | $794.4K | 0.01% | +34+0.4% | Added |
| TD Private Client Wealth LLC | 8,692 | $797.7K | 0.01% | −14,931−63.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 8,721 | $800.4K | 0.01% | −1,183−11.9% | Reduced |
| Twin Focus Capital Partners, LLC | 8,800 | $807.7K | 0.08% | 00.0% | Unchanged |
| Fiduciary Group LLC | 8,800 | $807.7K | 0.06% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 8,835 | $811.2K | 0.01% | −6,265−41.5% | Reduced |
| Qsemble Capital Management, LP | 8,860 | $813.2K | 0.10% | +8,860 | New |
| Aries Wealth Management | 8,864 | $813.5K | 0.16% | 00.0% | Unchanged |
| Ossiam | 8,968 | $823.1K | 0.01% | +2,509+38.8% | Added |
| Kraematon Investment Advisors, Inc | 8,995 | $825.5K | 0.61% | +40.0% | Added |
| Trust Co of Toledo NA | 9,008 | $826.8K | 0.07% | −110−1.2% | Reduced |
| Gsa Capital Partners LLP | 9,015 | $827.0K | 0.05% | +441+5.1% | Added |
| Mosaic Financial Group, LLC | 9,015 | $827.0K | 0.53% | +2,004+28.6% | Added |
| Sapient Capital LLC | 9,064 | $831.9K | 0.01% | −146,023−94.2% | Reduced |
| CWA Asset Management Group, LLC | 9,089 | $834.2K | 0.03% | +1,517+20.0% | Added |
| Twin Tree Management, LP | 9,131 | $838.0K | 0.13% | +9,131 | New |
| ISAM Funds (UK) Ltd | 9,200 | $844.4K | 0.60% | +9,200 | New |
| Meiji Yasuda Life Insurance Co | 9,358 | $858.9K | 0.03% | −3,980−29.8% | Reduced |
| Principal Street Partners, LLC | 9,419 | $864.5K | 0.13% | +2,607+38.3% | Added |
| Kestra Private Wealth Services, LLC | 9,453 | $867.6K | 0.01% | +431+4.8% | Added |
| Beaumont Financial Advisors, LLC | 9,465 | $868.7K | 0.06% | +92+1.0% | Added |
| Signaturefd, LLC | 9,492 | $871.2K | 0.01% | +990+11.6% | Added |
| Penserra Capital Management LLC | 9,537 | $874.0K | 0.01% | +9,354+5,111.5% | Added |
| Global Wealth Management Investment Advisory, Inc. | 9,616 | $882.5K | 0.13% | +68+0.7% | Added |
| Hudson Value Partners, LLC | 9,655 | $886.1K | 0.22% | +425+4.6% | Added |
| Independent Financial Group, LLC | 9,661 | $886.7K | 0.02% | −71−0.7% | Reduced |
| Laird Norton Trust Company, LLC | 9,667 | $887.2K | 0.02% | +222+2.4% | Added |
| E&G Advisors, LP | 9,686 | $889.0K | 0.17% | +500+5.4% | Added |
| Daymark Wealth Partners, LLC | 9,731 | $893.1K | 0.02% | −1,173−10.8% | Reduced |
| RW Investment Management LLC | 9,762 | $896.0K | 0.08% | 00.0% | Unchanged |
| Krilogy Financial LLC | 9,827 | $901.9K | 0.03% | +1,414+16.8% | Added |
| Virtu Financial LLC | 9,828 | $902.0K | 0.03% | +9,828 | New |
| Banco BTG Pactual S.A. | 9,923 | $910.7K | 0.12% | +6,712+209.0% | Added |
| Crestmont Private Wealth LLC | 9,931 | $911.5K | 0.26% | +9,931 | New |
| Teton Advisors, LLC | 10,000 | $917.8K | 0.53% | 00.0% | Unchanged |
| Canandaigua National Bank & Trust Co | 10,029 | $920.5K | 0.08% | +10,029 | New |
| Meeder Advisory Services, Inc. | 10,151 | $931.7K | 0.03% | −97−0.9% | Reduced |
| Institute for Wealth Management, LLC. | 10,154 | $931.9K | 0.08% | +375+3.8% | Added |
| Nicolet Bankshares Inc | 10,014 | $942.6K | 0.03% | −2,707−21.3% | Reduced |
| VisionPoint Advisory Group, LLC | 10,334 | $948.5K | 0.15% | +2,128+25.9% | Added |
| First Bank & Trust | 10,473 | $961.2K | 0.14% | +349+3.4% | Added |
| Cove Private Wealth, LLC | 10,500 | $963.7K | 0.19% | −1,515−12.6% | Reduced |
| Western Wealth Management, LLC | 10,531 | $966.5K | 0.03% | +44+0.4% | Added |
| Parallel Advisors, LLC | 10,537 | $967.2K | 0.01% | −6,871−39.5% | Reduced |
| Oxford Asset Management LLP | 10,555 | $968.7K | 0.48% | +10,555 | New |
| Boothbay Fund Management, LLC | 10,618 | $974.5K | 0.02% | −16,409−60.7% | Reduced |
| Element Pointe Advisors, LLC | 10,635 | $976.0K | 0.16% | −170−1.6% | Reduced |
| Bradley Foster & Sargent Inc | 10,645 | $977.0K | 0.01% | −690−6.1% | Reduced |
| Huntington National Bank | 10,732 | $985.0K | 0.00% | +2,711+33.8% | Added |
| Spire Wealth Management | 10,743 | $986.0K | 0.03% | −135−1.2% | Reduced |
| Steadtrust LLC | 10,800 | $991.2K | 0.50% | 00.0% | Unchanged |
| Avalon Trust Co | 10,801 | $991.3K | 0.06% | 00.0% | Unchanged |
| Navalign, LLC | 10,837 | $994.6K | 0.23% | +394+3.8% | Added |
| Park Avenue Securities LLC | 10,844 | $995.0K | 0.01% | −1,224−10.1% | Reduced |
| Snowden Capital Advisors LLC | 10,843 | $995.2K | 0.02% | −1,601−12.9% | Reduced |
| Trueblood Wealth Management, LLC | 10,880 | $998.6K | 0.35% | +7+0.1% | Added |
| Stratos Wealth Partners, LTD. | 10,995 | $1.01M | 0.01% | +4,108+59.6% | Added |
| Wernau Asset Management Inc. | 11,030 | $1.01M | 0.96% | +153+1.4% | Added |
| Ashton Thomas Private Wealth, LLC | 11,034 | $1.01M | 0.02% | +8,210+290.7% | Added |
| Independent Advisor Alliance | 11,036 | $1.01M | 0.02% | −1,218−9.9% | Reduced |
| Raiffeisen Bank International AG | 11,393 | $1.01M | 0.01% | −776−6.4% | Reduced |
| Sit Investment Associates Inc | 11,050 | $1.01M | 0.02% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 11,060 | $1.02M | 0.09% | +5,567+101.3% | Added |
| Jacobi Capital Management LLC | 11,129 | $1.02M | 0.05% | +913+8.9% | Added |
| Clear Harbor Asset Management, LLC | 11,229 | $1.03M | 0.06% | 00.0% | Unchanged |
| QVT Financial LP | 11,245 | $1.03M | 0.07% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 11,246 | $1.03M | 0.17% | +40.0% | Added |
| Callan Family Office, LLC | 11,317 | $1.04M | 0.02% | −557−4.7% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 11,383 | $1.04M | 0.09% | +1,455+14.7% | Added |
| Silvercrest Asset Management Group LLC | 11,393 | $1.05M | 0.01% | −9,894−46.5% | Reduced |
| TCW Group Inc | 11,451 | $1.05M | 0.01% | +450+4.1% | Added |
| Allworth Financial LP | 11,466 | $1.05M | 0.00% | −3,750−24.6% | Reduced |
| Winthrop Partners - WNY, LLC | 11,481 | $1.05M | 0.52% | +103+0.9% | Added |
| Runnymede Capital Advisors, Inc. | 11,586 | $1.06M | 0.63% | −1,123−8.8% | Reduced |
| Volterra Technologies LP | 11,644 | $1.07M | 0.69% | +11,644 | New |
| J. Safra Sarasin Holding AG | 11,941 | $1.10M | 0.02% | +11,941 | New |
| Gabelli & Co Investment Advisers, Inc. | 12,000 | $1.10M | 0.16% | 00.0% | Unchanged |
| Buckland Partners Management Co LLC | 12,000 | $1.10M | 0.54% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 12,005 | $1.10M | 0.25% | +5,291+78.8% | Added |
| TownSquare Capital, LLC | 12,079 | $1.11M | 0.20% | +502+4.3% | Added |
| Gateway Investment Advisers LLC | 12,454 | $1.14M | 0.01% | +3,156+33.9% | Added |
| Glenmede Trust Co NA | 12,500 | $1.15M | 0.01% | +5,054+67.9% | Added |
| NewEdge Wealth, LLC | 12,537 | $1.15M | 0.01% | −2,459−16.4% | Reduced |
| Vise Technologies, Inc. | 12,543 | $1.15M | 0.01% | +991+8.6% | Added |
| Gilbert & Cook, Inc. | 12,638 | $1.16M | 0.13% | +2,142+20.4% | Added |