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 |
|---|---|---|---|---|---|
| Tower Trust & Investment Co | 7,285 | $668.6K | 0.41% | −2,547−25.9% | Reduced |
| Tradition Wealth Management, LLC | 7,215 | $662.2K | 0.04% | +240+3.4% | Added |
| Yorktown Management & Research Co Inc | 7,200 | $660.8K | 0.40% | 00.0% | Unchanged |
| Axq Capital, LP | 7,091 | $650.8K | 0.07% | +7,091 | New |
| Linscomb & Williams, Inc. | 7,000 | $642.5K | 0.03% | −5,453−43.8% | Reduced |
| Tred Avon Family Wealth, LLC | 6,989 | $641.5K | 0.20% | −202−2.8% | Reduced |
| Register Financial Advisors LLC | 6,952 | $638.1K | 0.20% | +1,204+20.9% | Added |
| RiverFront Investment Group, LLC | 6,884 | $631.8K | 0.01% | +637+10.2% | Added |
| Canal Capital Management, LLC | 6,811 | $625.1K | 0.08% | −41,348−85.9% | Reduced |
| Diversified Trust Co | 6,795 | $623.6K | 0.01% | +1,249+22.5% | Added |
| James J. Burns & Company, LLC | 6,774 | $621.7K | 0.07% | −1,000−12.9% | Reduced |
| Allianz SE | 6,760 | $620.4K | 0.01% | +500+8.0% | Added |
| NorthCrest Asset Manangement, LLC | 6,412 | $617.3K | 0.02% | −8−0.1% | Reduced |
| Premier Path Wealth Partners, LLC | 6,696 | $614.6K | 0.07% | −71−1.0% | Reduced |
| IHT Wealth Management, LLC | 6,689 | $613.9K | 0.01% | −709−9.6% | Reduced |
| Pallas Capital Advisors LLC | 6,664 | $611.6K | 0.02% | +873+15.1% | Added |
| JTC Employer Solutions Trusteee Ltd | 6,657 | $611.0K | 0.05% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 6,620 | $607.6K | 0.10% | −1,010−13.2% | Reduced |
| Machina Capital S.A.S. | 6,596 | $605.4K | 0.10% | −2,504−27.5% | Reduced |
| Investors Research Corp | 6,575 | $603.5K | 0.11% | −150−2.2% | Reduced |
| Wealthcare Advisory Partners LLC | 6,574 | $603.4K | 0.01% | −256−3.7% | Reduced |
| Marex Group plc | 6,556 | $601.7K | 0.00% | +6,556 | New |
| Stonebridge Financial Group, LLC | 6,544 | $600.0K | 0.08% | +6,544 | New |
| Red Door Wealth Management, LLC | 6,534 | $599.7K | 0.05% | +73+1.1% | Added |
| Dynamic Advisor Solutions LLC | 6,519 | $598.3K | 0.02% | −94−1.4% | Reduced |
| Visionary Wealth Advisors | 6,447 | $591.7K | 0.02% | −499−7.2% | Reduced |
| Fidelis Capital Partners, LLC | 6,442 | $591.2K | 0.03% | +26+0.4% | Added |
| ATX Financial Planning, LLC | 6,418 | $589.1K | 0.39% | −530−7.6% | Reduced |
| Financial Engines Advisors L.L.C. | 6,404 | $587.8K | 0.00% | +181+2.9% | Added |
| Hamilton Capital Partners Inc. | 6,398 | $587.2K | 0.02% | −3,183−33.2% | Reduced |
| We Are One Seven, LLC | 6,396 | $587.0K | 0.01% | −1,567−19.7% | Reduced |
| Sawgrass Asset Management LLC | 6,385 | $586.0K | 0.08% | +524+8.9% | Added |
| Cigna Investments Inc | 6,359 | $583.0K | 0.08% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 6,323 | $580.3K | 0.01% | +2,721+75.5% | Added |
| Douglas Lane & Associates, LLC | 6,321 | $580.2K | 0.01% | −160−2.5% | Reduced |
| VELA Investment Management, LLC | 6,310 | $579.1K | 0.14% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 6,276 | $576.0K | 0.26% | −35−0.6% | Reduced |
| PEAK6 LLC | 6,272 | $575.6K | 0.01% | −58,030−90.2% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 6,269 | $575.4K | 0.11% | −5−0.1% | Reduced |
| Wedmont Private Capital | 5,917 | $573.6K | 0.02% | +1,277+27.5% | Added |
| Robertson Stephens Wealth Management, LLC | 6,248 | $573.4K | 0.01% | −480−7.1% | Reduced |
| Coldstream Capital Management Inc | 6,245 | $573.1K | 0.01% | −1,284−17.1% | Reduced |
| Intrust Bank NA | 6,217 | $570.6K | 0.04% | +1,915+44.5% | Added |
| Ritholtz Wealth Management | 6,194 | $568.5K | 0.01% | −541−8.0% | Reduced |
| Erste Asset Management GmbH | 6,388 | $568.2K | 0.00% | +962+17.7% | Added |
| Old National Bancorp | 6,128 | $562.4K | 0.01% | +20+0.3% | Added |
| Guinness Asset Management LTD | 6,076 | $557.7K | 0.01% | −1,071−15.0% | Reduced |
| Polymer Capital Management (US) LLC | 6,067 | $556.8K | 0.08% | −1,521−20.0% | Reduced |
| Profund Advisors LLC | 6,032 | $553.6K | 0.02% | −121−2.0% | Reduced |
| Brady Martz Wealth Solutions, LLC | 6,002 | $550.9K | 0.08% | +163+2.8% | Added |
| Axiom Investment Management LLC | 6,000 | $550.7K | 0.37% | 00.0% | Unchanged |
| XML Financial, LLC | 5,975 | $548.4K | 0.04% | +501+9.2% | Added |
| Prime Capital Investment Advisors, LLC | 5,974 | $548.3K | 0.01% | −659−9.9% | Reduced |
| Boston Trust Walden Corp | 5,961 | $547.1K | 0.00% | +5,961 | New |
| Sterling Capital Management LLC | 5,958 | $546.8K | 0.01% | +793+15.4% | Added |
| Exchange Traded Concepts, LLC | 5,937 | $544.9K | 0.00% | +1,960+49.3% | Added |
| Carmel Capital Partners, LLC | 5,923 | $543.6K | 0.18% | +5,923 | New |
| Ameritas Investment Partners, Inc. | 5,899 | $541.4K | 0.01% | −244−4.0% | Reduced |
| Worldquant Millennium Advisors LLC | 5,896 | $541.1K | 0.00% | +5,896 | New |
| Family Management Corp | 5,878 | $539.5K | 0.06% | −556−8.6% | Reduced |
| Westpac Banking Corp | 5,848 | $536.7K | 0.03% | −1,008−14.7% | Reduced |
| Knightsbridge Asset Management, LLC | 5,847 | $536.6K | 0.07% | +187+3.3% | Added |
| Firethorn Wealth Partners, LLC | 5,835 | $535.6K | 0.17% | −204−3.4% | Reduced |
| LexAurum Advisors, LLC | 5,744 | $527.2K | 0.06% | −36−0.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,692 | $522.4K | 0.11% | +512+9.9% | Added |
| Forefront Wealth Partners, LLC | 5,656 | $519.1K | 0.16% | +314+5.9% | Added |
| Crestwood Advisors Group LLC | 5,627 | $516.4K | 0.01% | +505+9.9% | Added |
| Stamos Capital Partners, L.P. | 5,590 | $513.0K | 0.08% | +3,233+137.2% | Added |
| StoneX Group Inc. | 5,538 | $510.7K | 0.02% | +797+16.8% | Added |
| Union Bancaire Privee, UBP SA | 6,023 | $509.3K | 0.01% | 00.0% | Unchanged |
| Prana Capital Management, LP | 5,542 | $508.6K | 0.02% | +5,542 | New |
| RMB Capital Management, LLC | 5,532 | $507.7K | 0.01% | −3,396−38.0% | Reduced |
| Norden Group LLC | 5,515 | $506.2K | 0.04% | +246+4.7% | Added |
| Federated Hermes, Inc. | 5,512 | $505.9K | 0.00% | −8,446−60.5% | Reduced |
| Penobscot Investment Management Company, Inc. | 5,500 | $504.8K | 0.03% | 00.0% | Unchanged |
| Forum Financial Management, LP | 5,462 | $501.3K | 0.01% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 5,449 | $500.1K | 0.15% | −3,058−35.9% | Reduced |
| Simon Quick Advisors, LLC | 5,433 | $498.6K | 0.02% | +5,433 | New |
| Dorsey & Whitney Trust CO LLC | 5,358 | $491.8K | 0.02% | +18+0.3% | Added |
| Perigon Wealth Management, LLC | 5,355 | $491.5K | 0.01% | +126+2.4% | Added |
| MASTERINVEST Kapitalanlage GmbH | 5,302 | $486.6K | 0.04% | +374+7.6% | Added |
| Mosaic Family Wealth Partners, LLC | 5,274 | $484.0K | 0.03% | +5,274 | New |
| Z3 Capital Partners, LLC | 5,267 | $483.4K | 0.10% | 00.0% | Unchanged |
| National Asset Management, Inc. | 5,435 | $483.4K | 0.03% | −129−2.3% | Reduced |
| Baker Avenue Asset Management, LP | 5,256 | $482.4K | 0.01% | +172+3.4% | Added |
| Valeo Financial Advisors, LLC | 5,252 | $482.1K | 0.01% | +727+16.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 5,201 | $477.3K | 0.02% | −26,577−83.6% | Reduced |
| RDA Financial Network | 5,162 | $473.7K | 0.10% | −13,189−71.9% | Reduced |
| Cornerstone Wealth Management, LLC | 5,128 | $470.7K | 0.02% | −189−3.6% | Reduced |
| Payne Capital Management, LLC | 5,080 | $466.2K | 0.12% | +5,080 | New |
| Laurel Oak Wealth Management, LLC | 5,075 | $465.8K | 0.07% | −61−1.2% | Reduced |
| Moors & Cabot, Inc. | 5,068 | $465.2K | 0.02% | −1,835−26.6% | Reduced |
| Legacy Wealth Management, LLC | 5,048 | $463.3K | 0.12% | 00.0% | Unchanged |
| Principle Wealth Partners LLC | 5,030 | $461.7K | 0.02% | 00.0% | Unchanged |
| NFC Investments, LLC | 5,000 | $459.0K | 0.12% | +250+5.3% | Added |
| Wealth Preservation Advisors, LLC | 4,975 | $456.6K | 0.26% | −475−8.7% | Reduced |
| Private Advisor Group, LLC | 4,969 | $456.0K | 0.00% | −5,810−53.9% | Reduced |
| Fort Sheridan Advisors LLC | 4,946 | $453.9K | 0.05% | −266−5.1% | Reduced |
| Sentinus, LLC | 4,942 | $453.6K | 0.04% | −323−6.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 4,886 | $448.4K | 0.03% | 00.0% | Unchanged |