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 |
|---|---|---|---|---|---|
| RSM US Wealth Management LLC | 12,737 | $1.17M | 0.01% | +456+3.7% | Added |
| Zhang Financial LLC | 12,740 | $1.17M | 0.03% | −2,095−14.1% | Reduced |
| Cushing Capital Partners, LLC | 12,769 | $1.17M | 0.81% | −260−2.0% | Reduced |
| Greenline Partners, LLC | 12,783 | $1.17M | 0.12% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 12,878 | $1.18M | 0.56% | +3,682+40.0% | Added |
| Investment Research & Advisory Group, Inc. | 12,930 | $1.19M | 0.37% | +2,278+21.4% | Added |
| Marnell Management LLC | 13,019 | $1.19M | 0.61% | +2,800+27.4% | Added |
| Parallax Volatility Advisers, L.P. | 13,033 | $1.20M | 0.04% | −23,922−64.7% | Reduced |
| Integrated Wealth Concepts LLC | 13,363 | $1.23M | 0.01% | +307+2.4% | Added |
| Davenport & Co LLC | 13,419 | $1.23M | 0.01% | −172−1.3% | Reduced |
| Integrated Advisors Network LLC | 13,593 | $1.25M | 0.06% | −33,471−71.1% | Reduced |
| Brown Brothers Harriman & Co | 13,608 | $1.25M | 0.01% | +2,667+24.4% | Added |
| GAMMA Investing LLC | 13,772 | $1.26M | 0.05% | +2,454+21.7% | Added |
| Walter & Keenan Financial Consulting Co | 13,797 | $1.27M | 0.31% | +7+0.1% | Added |
| Tema ETFs LLC | 13,909 | $1.28M | 0.04% | +712+5.4% | Added |
| Prelude Capital Management, LLC | 13,979 | $1.28M | 0.09% | +7,029+101.1% | Added |
| United Bank | 14,006 | $1.29M | 0.39% | +389+2.9% | Added |
| Buckingham Strategic Partners | 14,148 | $1.30M | 0.01% | −8,317−37.0% | Reduced |
| Fox Run Management, L.L.C. | 14,254 | $1.31M | 0.22% | +9,670+211.0% | Added |
| Optiver Holding B.V. | 14,266 | $1.31M | 0.02% | +14,266 | New |
| Choate Investment Advisors | 14,343 | $1.32M | 0.02% | +582+4.2% | Added |
| Guggenheim Capital LLC | 14,357 | $1.32M | 0.01% | +589+4.3% | Added |
| Maniro Ltd | 14,360 | $1.32M | 0.30% | +14,360 | New |
| Financial Management Network Inc | 13,264 | $1.34M | 0.19% | −495−3.6% | Reduced |
| Stableford Capital II LLC | 14,623 | $1.34M | 0.46% | −215−1.4% | Reduced |
| AE Wealth Management LLC | 14,670 | $1.35M | 0.01% | +2,346+19.0% | Added |
| Sierra Capital LLC | 14,723 | $1.35M | 0.13% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14,749 | $1.35M | 0.00% | −12,564−46.0% | Reduced |
| Essex Financial Services, Inc. | 14,785 | $1.36M | 0.07% | −136−0.9% | Reduced |
| Yelin Lapidot Holdings Management Ltd. | 14,827 | $1.36M | 0.26% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 13,403 | $1.37M | 0.37% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14,936 | $1.37M | 0.04% | +578+4.0% | Added |
| Uniting Wealth Partners, LLC | 15,000 | $1.38M | 0.28% | −300−2.0% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 15,051 | $1.38M | 0.01% | −13,192−46.7% | Reduced |
| Tower Research Capital LLC (TRC) | 15,343 | $1.41M | 0.03% | +9,453+160.5% | Added |
| Canada Post Corp Registered Pension Plan | 15,540 | $1.43M | 0.05% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15,693 | $1.44M | 0.01% | +240+1.6% | Added |
| Lansing Street Advisors | 15,729 | $1.44M | 0.31% | +32+0.2% | Added |
| Sciencast Management LP | 15,798 | $1.45M | 0.30% | +15,798 | New |
| HBK Sorce Advisory LLC | 13,751 | $1.45M | 0.03% | −62−0.4% | Reduced |
| Keybank National Association | 15,934 | $1.46M | 0.00% | +2,426+18.0% | Added |
| Advisory Services Network, LLC | 15,988 | $1.47M | 0.02% | −408−2.5% | Reduced |
| RiverPark Advisors, LLC | 16,202 | $1.49M | 0.68% | −1,457−8.3% | Reduced |
| Fulton Bank, N.A. | 16,231 | $1.49M | 0.05% | +179+1.1% | Added |
| Citizens & Northern Corp | 16,253 | $1.49M | 0.34% | −112−0.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 16,527 | $1.52M | 0.05% | −1,000−5.7% | Reduced |
| Annandale Capital, LLC | 16,650 | $1.53M | 0.23% | 00.0% | Unchanged |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 16,657 | $1.53M | 1.06% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 16,706 | $1.53M | 0.91% | −170−1.0% | Reduced |
| Bryn Mawr Trust Co | 16,915 | $1.55M | 0.03% | −554−3.2% | Reduced |
| Apollon Wealth Management, LLC | 16,930 | $1.55M | 0.02% | +4,037+31.3% | Added |
| Bokf, NA | 17,065 | $1.57M | 0.02% | −221−1.3% | Reduced |
| LB Partners LLC | 17,100 | $1.57M | 1.07% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 17,140 | $1.57M | 0.01% | −5,268−23.5% | Reduced |
| Cordoba Advisory Partners LLC | 17,433 | $1.59M | 0.34% | +174+1.0% | Added |
| Caption Management, LLC | 17,400 | $1.60M | 0.06% | +17,400 | New |
| Franklin Street Advisors Inc | 17,547 | $1.61M | 0.09% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 17,638 | $1.62M | 0.00% | −2,906,476−99.4% | Reduced |
| Fortitude Family Office, LLC | 17,723 | $1.63M | 0.32% | +53+0.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 17,767 | $1.63M | 0.10% | −80−0.4% | Reduced |
| Guardian Investment Management | 16,144 | $1.63M | 1.12% | +1,560+10.7% | Added |
| Darwin Advisors, LLC | 17,791 | $1.63M | 0.45% | +3,307+22.8% | Added |
| Axxcess Wealth Management, LLC | 17,791 | $1.63M | 0.03% | +17,791 | New |
| Banque Cantonale Vaudoise | 17,819 | $1.64M | 0.06% | −1,622−8.3% | Reduced |
| Horizon Investments, LLC | 17,892 | $1.64M | 0.02% | +2,092+13.2% | Added |
| TIAA Wealth Investment Management LLC | 17,986 | $1.65M | 0.01% | −3,078−14.6% | Reduced |
| Ar Asset Management Inc | 18,000 | $1.65M | 0.30% | 00.0% | Unchanged |
| Lynx Capital Group Ltd | 18,071 | $1.66M | 0.67% | +2,000+12.4% | Added |
| Brighton Jones LLC | 18,078 | $1.66M | 0.03% | +359+2.0% | Added |
| Morningstar Investment Management LLC | 18,053 | $1.67M | 0.10% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 18,699 | $1.72M | 0.09% | +7,705+70.1% | Added |
| Dark Forest Capital Management LP | 18,753 | $1.72M | 0.11% | +18,753 | New |
| Decatur Capital Management, Inc. | 19,087 | $1.75M | 0.59% | +19,087 | New |
| Pinnacle Wealth Planning Services, Inc. | 19,207 | $1.76M | 0.17% | +167+0.9% | Added |
| Checchi Capital Advisers, LLC | 19,611 | $1.80M | 0.11% | −133−0.7% | Reduced |
| Southeast Asset Advisors Inc. | 19,622 | $1.80M | 0.18% | +295+1.5% | Added |
| Two Sigma Securities, LLC | 19,677 | $1.81M | 0.16% | +16,557+530.7% | Added |
| TCG Advisory Services, LLC | 19,689 | $1.81M | 0.03% | +1,588+8.8% | Added |
| Osmosis Investment Management UK Ltd | 19,700 | $1.81M | 0.08% | −20,919−51.5% | Reduced |
| MONECO Advisors, LLC | 19,735 | $1.81M | 0.11% | +104+0.5% | Added |
| Blackhawk Capital Partners LLC. | 19,893 | $1.83M | 0.60% | +19,893 | New |
| TFR Capital, LLC. | 19,975 | $1.83M | 0.52% | +5,848+41.4% | Added |
| Landscape Capital Management, L.L.C. | 19,979 | $1.83M | 0.12% | −3,238−13.9% | Reduced |
| North Dakota State Investment Board | 20,165 | $1.85M | 0.08% | +519+2.6% | Added |
| Securian Asset Management, Inc | 18,387 | $1.86M | 0.07% | −175−0.9% | Reduced |
| Jefferies Financial Group Inc. | 20,407 | $1.87M | 0.02% | +20,407 | New |
| Westwood Holdings Group Inc. | 20,512 | $1.88M | 0.01% | −328,965−94.1% | Reduced |
| Siemens Fonds Invest GmbH | 20,514 | $1.88M | 0.09% | −427−2.0% | Reduced |
| Metis Global Partners, LLC | 20,663 | $1.90M | 0.04% | −2,952−12.5% | Reduced |
| Sanibel Captiva Trust Company, Inc. | 20,730 | $1.90M | 0.05% | −7,323−26.1% | Reduced |
| MUFG Securities Americas Inc. | 20,823 | $1.91M | 0.10% | +1,830+9.6% | Added |
| Arkadios Wealth Advisors | 21,143 | $1.94M | 0.03% | +160+0.8% | Added |
| Ethic Inc. | 21,199 | $1.95M | 0.02% | +11,619+121.3% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 21,210 | $1.95M | 0.07% | −226−1.1% | Reduced |
| Capital Analysts, LLC | 21,389 | $1.96M | 0.05% | +39+0.2% | Added |
| Sequoia Financial Advisors, LLC | 21,740 | $2.00M | 0.01% | +649+3.1% | Added |
| Atomi Financial Group, Inc. | 21,869 | $2.01M | 0.05% | +154+0.7% | Added |
| Clearstead Advisors, LLC | 21,923 | $2.01M | 0.02% | −2,607−10.6% | Reduced |
| Summit Trail Advisors, LLC | 22,008 | $2.02M | 0.03% | +1,743+8.6% | Added |
| Jennison Associates LLC | 22,039 | $2.02M | 0.00% | −2,463−10.1% | Reduced |