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 |
|---|---|---|---|---|---|
| Callan Family Office, LLC | 11,317 | $1.04M | 0.02% | −557−4.7% | Reduced |
| Chemistry Wealth Management LLC | 11,246 | $1.03M | 0.17% | +40.0% | Added |
| QVT Financial LP | 11,245 | $1.03M | 0.07% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 11,229 | $1.03M | 0.06% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 11,129 | $1.02M | 0.05% | +913+8.9% | Added |
| Marks Group Wealth Management, Inc | 11,060 | $1.02M | 0.09% | +5,567+101.3% | Added |
| Sit Investment Associates Inc | 11,050 | $1.01M | 0.02% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 11,393 | $1.01M | 0.01% | −776−6.4% | Reduced |
| Independent Advisor Alliance | 11,036 | $1.01M | 0.02% | −1,218−9.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 11,034 | $1.01M | 0.02% | +8,210+290.7% | Added |
| Wernau Asset Management Inc. | 11,030 | $1.01M | 0.96% | +153+1.4% | Added |
| Stratos Wealth Partners, LTD. | 10,995 | $1.01M | 0.01% | +4,108+59.6% | Added |
| Trueblood Wealth Management, LLC | 10,880 | $998.6K | 0.35% | +7+0.1% | Added |
| Snowden Capital Advisors LLC | 10,843 | $995.2K | 0.02% | −1,601−12.9% | Reduced |
| Park Avenue Securities LLC | 10,844 | $995.0K | 0.01% | −1,224−10.1% | Reduced |
| Navalign, LLC | 10,837 | $994.6K | 0.23% | +394+3.8% | Added |
| Avalon Trust Co | 10,801 | $991.3K | 0.06% | 00.0% | Unchanged |
| Steadtrust LLC | 10,800 | $991.2K | 0.50% | 00.0% | Unchanged |
| Spire Wealth Management | 10,743 | $986.0K | 0.03% | −135−1.2% | Reduced |
| Huntington National Bank | 10,732 | $985.0K | 0.00% | +2,711+33.8% | Added |
| Bradley Foster & Sargent Inc | 10,645 | $977.0K | 0.01% | −690−6.1% | Reduced |
| Element Pointe Advisors, LLC | 10,635 | $976.0K | 0.16% | −170−1.6% | Reduced |
| Boothbay Fund Management, LLC | 10,618 | $974.5K | 0.02% | −16,409−60.7% | Reduced |
| Oxford Asset Management LLP | 10,555 | $968.7K | 0.48% | +10,555 | New |
| Parallel Advisors, LLC | 10,537 | $967.2K | 0.01% | −6,871−39.5% | Reduced |
| Western Wealth Management, LLC | 10,531 | $966.5K | 0.03% | +44+0.4% | Added |
| Cove Private Wealth, LLC | 10,500 | $963.7K | 0.19% | −1,515−12.6% | Reduced |
| First Bank & Trust | 10,473 | $961.2K | 0.14% | +349+3.4% | Added |
| VisionPoint Advisory Group, LLC | 10,334 | $948.5K | 0.15% | +2,128+25.9% | Added |
| Nicolet Bankshares Inc | 10,014 | $942.6K | 0.03% | −2,707−21.3% | Reduced |
| Institute for Wealth Management, LLC. | 10,154 | $931.9K | 0.08% | +375+3.8% | Added |
| Meeder Advisory Services, Inc. | 10,151 | $931.7K | 0.03% | −97−0.9% | Reduced |
| Canandaigua National Bank & Trust Co | 10,029 | $920.5K | 0.08% | +10,029 | New |
| Teton Advisors, LLC | 10,000 | $917.8K | 0.53% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 9,931 | $911.5K | 0.26% | +9,931 | New |
| Banco BTG Pactual S.A. | 9,923 | $910.7K | 0.12% | +6,712+209.0% | Added |
| Virtu Financial LLC | 9,828 | $902.0K | 0.03% | +9,828 | New |
| Krilogy Financial LLC | 9,827 | $901.9K | 0.03% | +1,414+16.8% | Added |
| RW Investment Management LLC | 9,762 | $896.0K | 0.08% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 9,731 | $893.1K | 0.02% | −1,173−10.8% | Reduced |
| E&G Advisors, LP | 9,686 | $889.0K | 0.17% | +500+5.4% | Added |
| Laird Norton Trust Company, LLC | 9,667 | $887.2K | 0.02% | +222+2.4% | Added |
| Independent Financial Group, LLC | 9,661 | $886.7K | 0.02% | −71−0.7% | Reduced |
| Hudson Value Partners, LLC | 9,655 | $886.1K | 0.22% | +425+4.6% | Added |
| Global Wealth Management Investment Advisory, Inc. | 9,616 | $882.5K | 0.13% | +68+0.7% | Added |
| Penserra Capital Management LLC | 9,537 | $874.0K | 0.01% | +9,354+5,111.5% | Added |
| Signaturefd, LLC | 9,492 | $871.2K | 0.01% | +990+11.6% | Added |
| Beaumont Financial Advisors, LLC | 9,465 | $868.7K | 0.06% | +92+1.0% | Added |
| Kestra Private Wealth Services, LLC | 9,453 | $867.6K | 0.01% | +431+4.8% | Added |
| Principal Street Partners, LLC | 9,419 | $864.5K | 0.13% | +2,607+38.3% | Added |
| Meiji Yasuda Life Insurance Co | 9,358 | $858.9K | 0.03% | −3,980−29.8% | Reduced |
| ISAM Funds (UK) Ltd | 9,200 | $844.4K | 0.60% | +9,200 | New |
| Twin Tree Management, LP | 9,131 | $838.0K | 0.13% | +9,131 | New |
| CWA Asset Management Group, LLC | 9,089 | $834.2K | 0.03% | +1,517+20.0% | Added |
| Sapient Capital LLC | 9,064 | $831.9K | 0.01% | −146,023−94.2% | 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 |
| Trust Co of Toledo NA | 9,008 | $826.8K | 0.07% | −110−1.2% | Reduced |
| Kraematon Investment Advisors, Inc | 8,995 | $825.5K | 0.61% | +40.0% | Added |
| Ossiam | 8,968 | $823.1K | 0.01% | +2,509+38.8% | Added |
| Aries Wealth Management | 8,864 | $813.5K | 0.16% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 8,860 | $813.2K | 0.10% | +8,860 | New |
| Prospera Financial Services Inc | 8,835 | $811.2K | 0.01% | −6,265−41.5% | 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 |
| Vestmark Advisory Solutions, Inc. | 8,721 | $800.4K | 0.01% | −1,183−11.9% | Reduced |
| TD Private Client Wealth LLC | 8,692 | $797.7K | 0.01% | −14,931−63.2% | Reduced |
| Greenleaf Trust | 8,655 | $794.4K | 0.01% | +34+0.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 8,600 | $789.3K | 0.00% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 8,556 | $785.3K | 0.23% | +57+0.7% | Added |
| Evergreen Capital Management LLC | 8,546 | $784.4K | 0.01% | −4,951−36.7% | Reduced |
| LuminArx Capital Management LP | 20,000 | $780.0K | 0.36% | +20,000 | New |
| Frec Markets, Inc. | 8,408 | $771.7K | 0.07% | +2,449+41.1% | Added |
| Brevan Howard Capital Management LP | 8,286 | $760.5K | 0.01% | −50,366−85.9% | Reduced |
| Transcend Wealth Collective, LLC | 8,278 | $759.8K | 0.05% | −275−3.2% | Reduced |
| Global Retirement Partners, LLC | 8,108 | $744.2K | 0.01% | +8,108 | New |
| Cary Street Partners Financial LLC | 8,097 | $743.1K | 0.02% | +2,517+45.1% | Added |
| Mount Yale Investment Advisors, LLC | 8,077 | $741.3K | 0.01% | +660+8.9% | Added |
| Westover Capital Advisors, LLC | 8,065 | $740.2K | 0.12% | −3,065−27.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 8,058 | $739.6K | 0.02% | +4,665+137.5% | Added |
| CAPROCK Group, Inc. | 7,986 | $733.0K | 0.01% | +3,291+70.1% | Added |
| Sagespring Wealth Partners, LLC | 7,936 | $728.3K | 0.01% | +301+3.9% | Added |
| Norway Savings Bank | 7,862 | $721.6K | 0.30% | +940+13.6% | Added |
| Corsair Capital Management, L.P. | 7,834 | $719.0K | 0.09% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 7,799 | $715.8K | 0.02% | +150+2.0% | Added |
| Moody National Bank Trust Division | 7,788 | $714.8K | 0.06% | −1,180−13.2% | Reduced |
| Gridiron Partners, LLC | 7,716 | $708.2K | 0.37% | 00.0% | Unchanged |
| Clearwater Capital Advisors, LLC | 7,680 | $704.9K | 0.05% | 00.0% | Unchanged |
| Fusion Capital, LLC | 7,625 | $699.8K | 0.16% | +39+0.5% | Added |
| Trust Asset Management LLC | 7,576 | $695.3K | 0.04% | +80+1.1% | Added |
| Quadrant Capital Group LLC | 7,560 | $693.9K | 0.02% | +5,714+309.5% | Added |
| Spirepoint Private Client, LLC | 7,510 | $689.3K | 0.06% | 00.0% | Unchanged |
| Duncan Williams Asset Management, LLC | 7,400 | $679.1K | 0.15% | −298−3.9% | Reduced |
| One Capital Management, LLC | 7,339 | $678.9K | 0.02% | 00.0% | Unchanged |
| Capital Counsel LLC | 7,395 | $678.7K | 0.03% | −541−6.8% | Reduced |
| Carret Asset Management, LLC | 7,362 | $675.7K | 0.06% | +7,362 | New |
| Aster Capital Management (DIFC) Ltd | 7,358 | $675.3K | 0.14% | +7,358 | New |
| OpenArc Corporate Advisory, LLC | 7,338 | $673.5K | 0.01% | +673+10.1% | Added |
| Sage Rhino Capital LLC | 7,332 | $672.9K | 0.11% | +39+0.5% | Added |
| Mutual Advisors, LLC | 7,286 | $668.7K | 0.01% | −453−5.9% | Reduced |