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 |
|---|---|---|---|---|---|
| Compagnie Lombard Odier SCmA | 500 | $45.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 500 | $45.9K | 0.00% | +500 | New |
| Grove Bank & Trust | 498 | $45.7K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 483 | $44.4K | 0.01% | +1+0.2% | Added |
| Salem Investment Counselors Inc | 470 | $43.1K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 468 | $43.0K | 0.01% | +92+24.5% | Added |
| Strategic Wealth Partners, Ltd. | 462 | $42.4K | 0.00% | −80−14.8% | Reduced |
| Bruce G. Allen Investments, LLC | 457 | $41.9K | 0.03% | −30−6.2% | Reduced |
| Bayforest Capital Ltd | 451 | $41.4K | 0.04% | +255+130.1% | Added |
| SJS Investment Consulting Inc. | 450 | $41.3K | 0.00% | −590−56.7% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 450 | $41.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 450 | $41.0K | 0.01% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 446 | $40.9K | 0.03% | +10+2.3% | Added |
| Farmers & Merchants Investments Inc | 445 | $40.8K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 441 | $40.5K | 0.01% | +10+2.3% | Added |
| BankPlus Trust Department | 440 | $40.4K | 0.01% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 434 | $39.8K | 0.01% | −103−19.2% | Reduced |
| Smallwood Wealth Investment Management, LLC | 430 | $39.5K | 0.02% | −4−0.9% | Reduced |
| Eastern Bank | 427 | $39.2K | 0.00% | −46,000−99.1% | Reduced |
| Glen Eagle Advisors, LLC | 427 | $39.2K | 0.00% | −10−2.3% | Reduced |
| JPL Wealth Management, LLC | 423 | $38.8K | 0.01% | +3+0.7% | Added |
| University of Texas/Texas Am Investment Managment Co | 409 | $37.5K | 0.00% | +409 | New |
| Hollencrest Capital Management | 408 | $37.4K | 0.00% | −626−60.5% | Reduced |
| AdvisorNet Financial, Inc | 407 | $37.4K | 0.00% | −353−46.4% | Reduced |
| Western Pacific Wealth Management, LP | 387 | $35.5K | 0.03% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 381 | $35.3K | 0.00% | +12+3.3% | Added |
| Princeton Global Asset Management LLC | 379 | $34.8K | 0.00% | +379 | New |
| Delta Asset Management LLC | 375 | $34.4K | 0.00% | −606−61.8% | Reduced |
| Silvant Capital Management LLC | 375 | $34.4K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 369 | $33.9K | 0.00% | −5−1.3% | Reduced |
| Joseph Group Capital Management | 364 | $33.4K | 0.01% | +92+33.8% | Added |
| Greykasell Wealth Strategies, Inc. | 360 | $33.1K | 0.01% | −1,580−81.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 348 | $32.0K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 288 | $31.9K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 347 | $31.9K | 0.02% | +347 | New |
| Forum Finance Group S.A. | 400 | $30.0K | 0.01% | +200+100.0% | Added |
| CGC Financial Services, LLC | 325 | $29.8K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 310 | $28.5K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 302 | $27.7K | 0.01% | −2−0.7% | Reduced |
| Basecamp Wealth Advisors LLC | 299 | $27.4K | 0.01% | +53+21.5% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 287 | $26.3K | 0.01% | +201+233.7% | Added |
| DiNuzzo Private Wealth, Inc. | 274 | $25.1K | 0.00% | +1+0.4% | Added |
| Wilkerson Advisory Group LLC | 271 | $24.9K | 0.01% | +33+13.9% | Added |
| First United Bank Trust | 267 | $24.5K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 259 | $23.8K | 0.00% | +44+20.5% | Added |
| Alerus Financial NA | 257 | $23.6K | 0.00% | −248−49.1% | Reduced |
| Atlantic Union Bankshares Corp | 252 | $23.1K | 0.00% | −290−53.5% | Reduced |
| Stephenson National Bank & Trust | 250 | $22.9K | 0.01% | −163−39.5% | Reduced |
| Private Wealth Asset Management, LLC | 247 | $22.7K | 0.00% | +53+27.3% | Added |
| Armstrong Advisory Group, Inc | 232 | $21.3K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 224 | $20.6K | 0.00% | −720−76.3% | Reduced |
| Westfuller Advisors, LLC | 221 | $20.3K | 0.01% | +128+137.6% | Added |
| Sachetta, LLC | 209 | $19.2K | 0.01% | +59+39.3% | Added |
| Aventura Private Wealth, LLC | 209 | $19.2K | 0.01% | +142+211.9% | Added |
| Napier Financial, LLC | 206 | $18.9K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 200 | $18.4K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 200 | $18.4K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 200 | $18.4K | 0.00% | +200 | New |
| Flagship Wealth Advisors, LLC | 200 | $18.4K | 0.00% | +200 | New |
| Compass Financial Management LLC | 174 | $18.1K | 0.00% | +174 | New |
| Covestor Ltd | 198 | $18.0K | 0.01% | −15−7.0% | Reduced |
| Dogwood Wealth Management LLC | 192 | $17.6K | 0.01% | −3,056−94.1% | Reduced |
| Hanson & Doremus Investment Management | 180 | $17.0K | 0.00% | −150−45.5% | Reduced |
| Burkett Financial Services, LLC | 182 | $16.7K | 0.01% | +182 | New |
| Pinnacle Bancorp, Inc. | 176 | $16.2K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 161 | $14.8K | 0.00% | +35+27.8% | Added |
| JFS Wealth Advisors, LLC | 158 | $14.5K | 0.00% | +30+23.4% | Added |
| IMG Wealth Management, Inc. | 153 | $14.0K | 0.01% | +36+30.8% | Added |
| Morse Asset Management, Inc | 150 | $13.8K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 146 | $13.4K | 0.00% | +25+20.7% | Added |
| LRI Investments, LLC | 143 | $13.1K | 0.00% | +12+9.2% | Added |
| Highline Wealth Partners LLC | 135 | $12.4K | 0.00% | +12+9.8% | Added |
| Rossby Financial, LCC | 133 | $12.2K | 0.00% | −231−63.5% | Reduced |
| Burk Holdings LLC | 132 | $12.1K | 0.00% | +132 | New |
| Atlantic Edge Private Wealth Management, LLC | 130 | $11.9K | 0.00% | 00.0% | Unchanged |
| Axxion S.A. | 128 | $11.7K | 0.00% | +128 | New |
| Kilter Group LLC | 127 | $11.7K | 0.00% | −10−7.3% | Reduced |
| NVWM, LLC | 121 | $11.1K | 0.00% | +67+124.1% | Added |
| Strategic Investment Solutions, Inc. | 120 | $11.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 120 | $11.0K | 0.00% | +1+0.8% | Added |
| Insight Financial Services | 119 | $10.9K | 0.01% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 118 | $10.8K | 0.00% | +114+2,850.0% | Added |
| MV Capital Management, Inc. | 114 | $10.5K | 0.00% | +39+52.0% | Added |
| MTM Investment Management, LLC | 113 | $10.4K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 109 | $9.97K | 0.00% | +28+34.6% | Added |
| West Paces Advisors Inc. | 105 | $9.64K | 0.00% | +105 | New |
| Cape Investment Advisory, Inc. | 101 | $9.27K | 0.00% | +101 | New |
| ZRC Wealth Management, LLC | 100 | $9.18K | 0.00% | +89+809.1% | Added |
| Financial Management Professionals, Inc. | 90 | $8.26K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 89 | $8.17K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 87 | $7.99K | 0.00% | +3+3.6% | Added |
| SOA Wealth Advisors, LLC. | 87 | $7.99K | 0.00% | +87 | New |
| Signature Equity Partners, LLC | 84 | $7.75K | 0.00% | −1,006−92.3% | Reduced |
| Wolff Wiese Magana LLC | 82 | $7.53K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 81 | $7.43K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 77 | $7.07K | 0.00% | +20+35.1% | Added |
| Private Wealth Management Group, LLC | 75 | $6.88K | 0.00% | +7+10.3% | Added |
| Fountainhead AM, LLC | 75 | $6.88K | 0.01% | +26+53.1% | Added |
| Plante Moran Financial Advisors, LLC | 73 | $6.70K | 0.00% | −2−2.7% | Reduced |
| BFSG, LLC | 68 | $6.24K | 0.00% | 00.0% | Unchanged |