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 |
|---|---|---|---|---|---|
| Syon Capital LLC | 3,223 | $295.8K | 0.01% | −1,020−24.0% | Reduced |
| Hodges Capital Management Inc. | 3,222 | $295.7K | 0.02% | +5+0.2% | Added |
| Sovereign Financial Group, Inc. | 3,217 | $295.3K | 0.05% | −97−2.9% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 3,190 | $292.8K | 0.00% | −2,236−41.2% | Reduced |
| Souders Financial Advisors | 3,176 | $291.5K | 0.03% | +106+3.5% | Added |
| Legacy Advisors, LLC | 3,172 | $291.1K | 0.03% | +340+12.0% | Added |
| AlphaGrep UK Ltd | 3,152 | $289.3K | 0.09% | −225−6.7% | Reduced |
| Spinnaker Investment Group, LLC | 3,147 | $288.8K | 0.05% | −122−3.7% | Reduced |
| Diligent Investors, LLC | 3,145 | $288.7K | 0.06% | +500+18.9% | Added |
| Gallagher Fiduciary Advisors, LLC | 3,130 | $287.2K | 0.01% | −10−0.3% | Reduced |
| Stevens Capital Management LP | 3,129 | $287.0K | 0.07% | +3,129 | New |
| First Growth Capital LLC | 3,115 | $285.9K | 0.22% | +752+31.8% | Added |
| Los Angeles Capital Management LLC | 3,109 | $285.3K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 3,095 | $284.1K | 0.08% | +212+7.4% | Added |
| Central Trust Co | 3,087 | $283.3K | 0.01% | −500−13.9% | Reduced |
| Vision Retirement, LLC | 3,082 | $282.9K | 0.07% | −889−22.4% | Reduced |
| 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 |
| MBL Wealth, LLC | 3,070 | $281.8K | 0.02% | +3,070 | New |
| Caisse des Depots Et Consignations | 3,068 | $281.6K | 0.00% | −9,972−76.5% | Reduced |
| Kingsview Wealth Management, LLC | 3,057 | $280.6K | 0.00% | +819+36.6% | Added |
| Snowwater Investment Partners, LLC | 3,052 | $280.1K | 0.19% | −386−11.2% | Reduced |
| Pring Turner Capital Group Inc | 2,675 | $276.5K | 0.16% | +400+17.6% | Added |
| Rochester Wealth Strategies, LLC | 3,010 | $276.3K | 0.15% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 3,097 | $275.5K | 0.01% | −8,486−73.3% | Reduced |
| Wellington Shields & Co., LLC | 3,000 | $275.3K | 0.06% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 2,979 | $273.4K | 0.02% | +2,979 | New |
| Soltis Investment Advisors LLC | 2,955 | $271.2K | 0.02% | −853−22.4% | Reduced |
| Citizens National Bank Trust Department | 2,950 | $270.8K | 0.04% | −50−1.7% | Reduced |
| AA Financial Advisors, LLC | 2,910 | $267.1K | 0.03% | +2,910 | New |
| Everhart Financial Group, Inc. | 2,901 | $266.3K | 0.02% | −1,867−39.2% | Reduced |
| Crawford Investment Counsel Inc | 2,900 | $266.2K | 0.00% | 00.0% | Unchanged |
| Mayflower Financial Advisors, LLC | 2,895 | $265.7K | 0.02% | −12−0.4% | Reduced |
| 71 West Capital Partners | 2,890 | $265.2K | 0.01% | +673+30.4% | Added |
| Range Advisory, LLC | 2,886 | $264.9K | 0.03% | +204+7.6% | Added |
| Essex Savings Bank | 2,883 | $264.6K | 0.06% | +40+1.4% | Added |
| Mather Group, LLC. | 2,875 | $263.9K | 0.00% | +352+14.0% | Added |
| LFA - Lugano Financial Advisors SA | 2,850 | $261.6K | 0.16% | 00.0% | Unchanged |
| Wealth Science Advisors LLC | 2,817 | $258.5K | 0.11% | +2,712+2,582.9% | Added |
| Trust Point Inc. | 2,807 | $257.6K | 0.02% | −17−0.6% | Reduced |
| 10Elms LLP | 2,803 | $257.3K | 0.11% | −98−3.4% | Reduced |
| Alta Advisers Ltd | 2,763 | $253.6K | 0.06% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 2,759 | $253.2K | 0.03% | +1,538+126.0% | Added |
| Oak Barrel Wealth Advisory LLC | 2,754 | $252.8K | 0.11% | +2,754 | New |
| Maia Wealth LLC | 2,754 | $252.8K | 0.04% | −22−0.8% | Reduced |
| Ballast, Inc. | 2,752 | $252.6K | 0.05% | 00.0% | Unchanged |
| Wedbush Securities Inc | 2,745 | $252.0K | 0.01% | −373−12.0% | Reduced |
| Defiance ETFs, LLC | 2,714 | $251.2K | 0.00% | +432+18.9% | Added |
| Frank, Rimerman Advisors LLC | 2,721 | $249.7K | 0.01% | +173+6.8% | Added |
| Cypress Point Wealth Management, LLC | 2,716 | $249.3K | 0.05% | +64+2.4% | Added |
| Avantax Planning Partners, Inc. | 2,700 | $247.8K | 0.01% | 00.0% | Unchanged |
| PFA Pension, Forsikringsaktieselskab | 2,693 | $247.2K | 0.00% | −212,764−98.8% | Reduced |
| E Fund Management Co., Ltd. | 2,685 | $246.4K | 0.01% | +154+6.1% | Added |
| Naviter Wealth, LLC | 2,680 | $246.0K | 0.02% | −159−5.6% | Reduced |
| Parcion Private Wealth LLC | 2,678 | $245.8K | 0.01% | −1,757−39.6% | Reduced |
| Guyasuta Investment Advisors Inc | 2,666 | $244.7K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 2,665 | $244.6K | 0.00% | −155−5.5% | Reduced |
| Wick Capital Partners, LLC | 2,662 | $244.3K | 0.04% | −1,271−32.3% | Reduced |
| Monticello Wealth Management, LLC | 2,661 | $244.2K | 0.01% | −80−2.9% | Reduced |
| Dakota Wealth Management | 2,656 | $243.8K | 0.00% | +56+2.2% | Added |
| Umb Bank N A | 2,648 | $243.0K | 0.00% | +46+1.8% | Added |
| Ameritas Advisory Services, LLC | 2,645 | $242.8K | 0.00% | +2,645 | New |
| Ausdal Financial Partners, Inc. | 2,645 | $242.7K | 0.01% | +112+4.4% | Added |
| Washington Trust Bank | 2,644 | $242.7K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,644 | $242.7K | 0.03% | +2+0.1% | Added |
| North Capital, Inc. | 2,640 | $242.3K | 0.18% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 2,637 | $242.1K | 0.01% | +2,637 | New |
| Fukoku Mutual Life Insurance Co | 2,616 | $240.1K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 2,614 | $240.0K | 0.01% | +360+16.0% | Added |
| NFP Retirement, Inc. | 2,613 | $239.8K | 0.01% | −10−0.4% | Reduced |
| Xxi Wealth, LLC | 2,608 | $239.4K | 0.11% | +421+19.3% | Added |
| Fragasso Group Inc. | 2,604 | $239.0K | 0.01% | −273−9.5% | Reduced |
| Core Capital Management & Research, inc. | 2,200 | $238.7K | 0.13% | +2,200 | New |
| PDS Planning, Inc | 2,583 | $237.1K | 0.01% | +266+11.5% | Added |
| Evercore Wealth Management, LLC | 2,580 | $236.8K | 0.00% | −2−0.1% | Reduced |
| Blueshift Asset Management, LLC | 2,578 | $236.6K | 0.05% | +2,578 | New |
| Resolute Wealth Strategies, LLC | 2,555 | $234.5K | 0.09% | +2,555 | New |
| Texas Capital Bank Wealth Management Services Inc | 2,545 | $233.6K | 0.01% | −1,059−29.4% | Reduced |
| Hudson Bay Capital Management LP | 2,540 | $233.1K | 0.00% | +2,540 | New |
| Haverford Trust Co | 2,534 | $232.6K | 0.00% | −1,648−39.4% | Reduced |
| Partners Capital Investment Group, LLP | 2,529 | $232.1K | 0.01% | 00.0% | Unchanged |
| Graticule Asia Macro Advisors LLC | 2,519 | $231.2K | 0.02% | +2,519 | New |
| Pines Wealth Management, LLC | 2,509 | $230.3K | 0.07% | −1,281−33.8% | Reduced |
| Flputnam Investment Management Co | 2,509 | $230.3K | 0.00% | +2,509 | New |
| Patriot Financial Group Insurance Agency, LLC | 2,497 | $229.2K | 0.02% | −1,721−40.8% | Reduced |
| Horizon Bancorp Inc | 2,486 | $228.0K | 0.11% | −136−5.2% | Reduced |
| Ssi Investment Management LLC | 2,474 | $227.1K | 0.01% | 00.0% | Unchanged |
| Quotient Wealth Partners, LLC | 2,468 | $226.5K | 0.01% | +208+9.2% | Added |
| Advisor OS, LLC | 2,465 | $226.2K | 0.02% | −854−25.7% | Reduced |
| Avidian Wealth Solutions, LLC | 2,454 | $225.2K | 0.01% | +205+9.1% | Added |
| Central Pacific Bank - Trust Division | 2,453 | $225.1K | 0.02% | +2,453 | New |
| BlueStem Wealth Partners, LLC | 2,451 | $225.0K | 0.02% | +4+0.2% | Added |
| Formidable Asset Management, LLC | 2,421 | $223.9K | 0.04% | −260−9.7% | Reduced |
| Integrated Investment Consultants, LLC | 2,432 | $223.2K | 0.04% | −1,318−35.1% | Reduced |
| Northwest Bancshares, Inc. | 2,425 | $222.6K | 0.04% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 2,411 | $221.4K | 0.00% | +15+0.6% | Added |
| Prosperity Consulting Group, LLC | 2,410 | $221.2K | 0.01% | +35+1.5% | Added |
| Kera Capital Partners, Inc. | 2,407 | $220.9K | 0.02% | −717−23.0% | Reduced |
| Banque Pictet & Cie SA | 2,400 | $220.3K | 0.00% | 00.0% | Unchanged |
| Conning Inc. | 2,385 | $218.9K | 0.01% | −500−17.3% | Reduced |