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 |
|---|---|---|---|---|---|
| HM Payson & Co | 66 | $6.06K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 63 | $5.81K | 0.00% | +63 | New |
| Beaird Harris Wealth Management, LLC | 62 | $5.69K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 62 | $5.69K | 0.00% | +25+67.6% | Added |
| MidFirst Bank | 61 | $5.60K | 0.00% | +16+35.6% | Added |
| Hughes Financial Services, LLC | 61 | $5.60K | 0.00% | +46+306.7% | Added |
| Action Point Financial Planning, LLC | 61 | $5.51K | 0.00% | +61 | New |
| Bay Harbor Wealth Management, LLC | 59 | $5.42K | 0.00% | +36+156.5% | Added |
| BOK Financial Private Wealth, Inc. | 55 | $5.05K | 0.00% | +55 | New |
| Main Street Group, LTD | 50 | $4.59K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 48 | $4.41K | 0.00% | +25+108.7% | Added |
| Philadelphia Investment Partners, LLC | 48 | $4.41K | 0.00% | −100−67.6% | Reduced |
| Pacific Center for Financial Services | 47 | $4.31K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 47 | $4.29K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 46 | $4.22K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 45 | $4.16K | 0.00% | +20+80.0% | Added |
| Proathlete Wealth Management LLC | 45 | $4.15K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 45 | $4.13K | 0.00% | −2−4.3% | Reduced |
| Centerpoint Advisors, LLC | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 39 | $3.59K | 0.00% | +20+105.3% | Added |
| Vanguard National Trust Co | 39 | $3.58K | 0.00% | +39 | New |
| Planning Strategies Inc. | 38 | $3.49K | 0.00% | +38 | New |
| PFS Partners, LLC | 35 | $3.21K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 33 | $3.07K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 32 | $2.94K | 0.00% | +5+18.5% | Added |
| Quaker Wealth Management, LLC | 32 | $2.94K | 0.00% | +13+68.4% | Added |
| Abound Wealth Management | 32 | $2.93K | 0.00% | −79−71.2% | Reduced |
| Park Place Capital Corp | 31 | $2.85K | 0.00% | −27−46.6% | Reduced |
| Country Trust Bank | 31 | $2.85K | 0.00% | +31 | New |
| HighMark Wealth Management LLC | 30 | $2.78K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 30 | $2.75K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 29 | $2.67K | 0.00% | −5−14.7% | Reduced |
| Atomic Invest LLC | 29 | $2.56K | 0.00% | −50−63.3% | Reduced |
| Financial Consulate, Inc | 26 | $2.40K | 0.00% | −34−56.7% | Reduced |
| South State Corp. | 26 | $2.39K | 0.00% | −19−42.2% | Reduced |
| Tiaa Trust, National Association | 26 | $2.39K | 0.00% | −255−90.7% | Reduced |
| WestEnd Advisors, LLC | 25 | $2.29K | 0.00% | +3+13.6% | Added |
| IFG Advisory, LLC | 25 | $2.29K | 0.00% | +25 | New |
| Whipplewood Advisors, LLC | 23 | $2.11K | 0.00% | −15−39.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 21 | $1.93K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 20 | $1.84K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 20 | $1.84K | 0.00% | 00.0% | Unchanged |
| NBH Bank | 20 | $1.84K | 0.00% | +20 | New |
| Triumph Capital Management | 19 | $1.74K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 19 | $1.74K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 18 | $1.65K | 0.00% | +8+80.0% | Added |
| TD Capital Management LLC | 17 | $1.58K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 17 | $1.57K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 15 | $1.38K | 0.00% | −15−50.0% | Reduced |
| Trifecta Capital Advisors, LLC | 15 | $1.38K | 0.00% | +15 | New |
| Quest 10 Wealth Builders, Inc. | 15 | $1.35K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 14 | $1.28K | 0.00% | +14 | New |
| Creative Capital Management Investments LLC | 14 | $1.28K | 0.00% | +14 | New |
| Aspect Partners, LLC | 12 | $1.10K | 0.00% | −12−50.0% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 12 | $1.10K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 12 | $1.10K | 0.00% | +12 | New |
| DecisionPoint Financial, LLC | 11 | $1.02K | 0.00% | +3+37.5% | Added |
| Key Capital Management, INC | 11 | $1.01K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 9 | $1.00K | 0.00% | +9 | New |
| DHJJ Financial Advisors, Ltd. | 10 | $918 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 10 | $918 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $918 | 0.00% | +8+400.0% | Added |
| Vanguard Advisers Inc | 10 | $918 | 0.00% | +10 | New |
| 1015 Capital Partners, LLC | 9 | $826 | 0.00% | +4+80.0% | Added |
| Rialto Wealth Management, LLC | 8 | $735 | 0.00% | −598−98.7% | Reduced |
| UMA Financial Services, Inc. | 8 | $735 | 0.00% | −38−82.6% | Reduced |
| Retirement Wealth Solutions LLC | 8 | $735 | 0.00% | +8 | New |
| Trust Co | 6 | $552 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 6 | $551 | 0.00% | −860−99.3% | Reduced |
| Prestige Wealth Management Group LLC | 6 | $551 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 6 | $551 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 5 | $510 | 0.00% | +5 | New |
| Cordant, Inc. | 4 | $362 | 0.00% | +4 | New |
| West Branch Capital LLC | 3 | $276 | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 3 | $275 | 0.00% | +3 | New |
| Sankala Group LLC | 2 | $216 | 0.00% | +2 | New |
| Medallion Wealth Advisors, LLC | 2 | $184 | 0.00% | +2 | New |
| Y.D. More Investments Ltd | 445 | $137 | 0.00% | +7+1.6% | Added |
| Maryland Capital Advisors Inc. | 1 | $92 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 0 | $3 | 0.00% | −12−100.0% | Reduced |
| Ogorek Anthony Joseph | 4 | $0 | 0.00% | −5−55.6% | Reduced |
| Evolution Advisers, Inc. | 6 | $0 | 0.00% | +6 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| GFS Advisors, LLC | 790 | – | – | +790 | New |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −558,136−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −518,938−100.0% | Sold out |
| Longaeva Partners L.P. | 0 | $0 | 0.00% | −349,327−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −257,350−100.0% | Sold out |
| OCO Capital Partners, L.P. | 0 | $0 | 0.00% | −235,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −210,470−100.0% | Sold out |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 0 | $0 | 0.00% | −179,308−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −162,294−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −144,693−100.0% | Sold out |
| Sone Capital Management, LLC | 0 | $0 | 0.00% | −133,044−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −104,000−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −102,207−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −84,204−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −71,430−100.0% | Sold out |
| Cobalt Capital Management, Inc. | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |