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 |
|---|---|---|---|---|---|
| Beese Fulmer Investment Management, Inc. | 4,841 | $444.3K | 0.03% | +1,039+27.3% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 4,814 | $441.8K | 0.02% | −590−10.9% | Reduced |
| Aft, Forsyth & Sober, LLC | 4,700 | $434.8K | 0.14% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 4,700 | $431.4K | 0.07% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 4,698 | $431.2K | 0.04% | +490+11.6% | Added |
| Perennial Investment Advisors, LLC | 4,644 | $426.2K | 0.03% | +90+2.0% | Added |
| Hantz Financial Services, Inc. | 4,637 | $426.0K | 0.01% | +764+19.7% | Added |
| Evelyn Partners Group Ltd | 4,640 | $425.9K | 0.01% | +4,640 | New |
| Ballentine Partners, LLC | 4,613 | $423.4K | 0.01% | +238+5.4% | Added |
| Aaron Wealth Advisors | 4,608 | $422.9K | 0.02% | +371+8.8% | Added |
| Welch & Forbes LLC | 4,581 | $420.4K | 0.01% | −1,200−20.8% | Reduced |
| Bingham Private Wealth, LLC | 4,550 | $417.6K | 0.29% | +760+20.1% | Added |
| Joel Isaacson & Co., LLC | 4,546 | $417.3K | 0.01% | +5+0.1% | Added |
| Canvas Wealth Advisors, LLC | 4,538 | $416.5K | 0.06% | +196+4.5% | Added |
| Advisors Asset Management, Inc. | 4,518 | $414.7K | 0.01% | −264−5.5% | Reduced |
| Fundamentun, LLC | 4,483 | $411.5K | 0.01% | +160+3.7% | Added |
| Smith Shellnut Wilson LLC | 4,478 | $411.0K | 0.15% | 00.0% | Unchanged |
| Glenview Trust Co | 4,474 | $410.6K | 0.01% | −659−12.8% | Reduced |
| Insigneo Advisory Services, LLC | 4,471 | $410.3K | 0.02% | −1,602−26.4% | Reduced |
| Sigma Planning Corp | 4,437 | $407.2K | 0.01% | −906−17.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 4,434 | $407.0K | 0.10% | −213−4.6% | Reduced |
| Accuvest Global Advisors | 4,401 | $404.0K | 0.35% | +28+0.6% | Added |
| Samalin Investment Counsel, LLC | 4,380 | $402.0K | 0.13% | −69−1.6% | Reduced |
| Rossmore Private Capital | 4,360 | $400.2K | 0.03% | 00.0% | Unchanged |
| Banco Santander, S.A. | 4,354 | $399.6K | 0.00% | +4,354 | New |
| Flatrock Wealth Partners LLC | 4,351 | $399.3K | 0.16% | −80−1.8% | Reduced |
| Commerzbank Aktiengesellschaft | 4,347 | $399.0K | 0.01% | +949+27.9% | Added |
| Nations Financial Group Inc, | 4,341 | $398.5K | 0.02% | +963+28.5% | Added |
| PFG Investments, LLC | 4,321 | $396.6K | 0.02% | −486−10.1% | Reduced |
| FreeGulliver LLC | 4,294 | $394.1K | 0.14% | +36+0.8% | Added |
| RFG Advisory, LLC | 4,251 | $390.1K | 0.01% | −695−14.1% | Reduced |
| CNB Bank | 4,244 | $389.5K | 0.15% | −178−4.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 4,228 | $388.0K | 0.01% | −1,553−26.9% | Reduced |
| Limestone Investment Advisors LP | 4,213 | $386.7K | 0.19% | +3,013+251.1% | Added |
| Apella Capital, LLC | 3,946 | $375.4K | 0.01% | +7+0.2% | Added |
| Ascent Group, LLC | 4,065 | $373.0K | 0.01% | −8,539−67.7% | Reduced |
| Tranquility Partners, LLC | 4,044 | $371.9K | 0.13% | +512+14.5% | Added |
| Bull Harbor Capital LLC | 4,029 | $369.8K | 0.07% | +1,494+58.9% | Added |
| Kavar Capital Partners Group, LLC | 4,027 | $369.6K | 0.05% | +5+0.1% | Added |
| Smartleaf Asset Management LLC | 4,152 | $369.3K | 0.01% | 00.0% | Unchanged |
| MYDA Advisors LLC | 4,000 | $367.1K | 0.09% | −8,700−68.5% | Reduced |
| KCM Investment Advisors LLC | 3,988 | $366.0K | 0.01% | −279−6.5% | Reduced |
| Resources Investment Advisors, LLC. | 3,953 | $362.8K | 0.00% | −2,017−33.8% | Reduced |
| Drive Wealth Management, LLC | 3,951 | $362.6K | 0.06% | −207−5.0% | Reduced |
| one8zero8, LLC | 3,950 | $362.5K | 0.07% | 00.0% | Unchanged |
| Hardin Capital Partners, LLC | 3,928 | $361.0K | 0.17% | −115−2.8% | Reduced |
| Berkshire Asset Management LLC | 3,933 | $360.9K | 0.01% | +108+2.8% | Added |
| Fjell Capital, LLC | 3,924 | $360.1K | 0.25% | −429−9.9% | Reduced |
| L2 Asset Management, LLC | 3,916 | $359.4K | 0.04% | +229+6.2% | Added |
| ProVise Management Group, LLC | 3,884 | $356.5K | 0.02% | −11−0.3% | Reduced |
| TAGStone Capital, Inc. | 3,813 | $350.0K | 0.11% | +8+0.2% | Added |
| Ade, LLC | 3,805 | $349.2K | 0.15% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 3,804 | $349.1K | 0.02% | +1,586+71.5% | Added |
| Platform Technology Partners | 3,794 | $348.2K | 0.06% | −245−6.1% | Reduced |
| Inscription Capital, LLC | 3,790 | $347.9K | 0.03% | +3,790 | New |
| Waddell & Associates, LLC | 3,766 | $345.6K | 0.02% | −549−12.7% | Reduced |
| D.A. Davidson & Co. | 3,764 | $345.5K | 0.00% | −214−5.4% | Reduced |
| Mainstay Capital Management LLC | 3,735 | $342.8K | 0.03% | −133−3.4% | Reduced |
| Howard Capital Management Inc. | 3,716 | $341.1K | 0.00% | +1,456+64.4% | Added |
| Aigen Investment Management, LP | 3,705 | $340.0K | 0.09% | −3,252−46.7% | Reduced |
| Ostrum Asset Management | 3,705 | $340.0K | 0.02% | +850+29.8% | Added |
| Bartlett & Co. Wealth Management LLC | 3,703 | $339.9K | 0.00% | +13+0.4% | Added |
| Davis R M Inc | 3,700 | $339.6K | 0.01% | 00.0% | Unchanged |
| Change Path, LLC | 3,693 | $339.0K | 0.01% | −19−0.5% | Reduced |
| Shelton Capital Management | 3,675 | $337.3K | 0.01% | +3,675 | New |
| Cornerstone Advisory, LLC | 3,670 | $336.9K | 0.03% | +205+5.9% | Added |
| Catalyst Private Wealth, LLC | 3,668 | $336.6K | 0.16% | −6−0.2% | Reduced |
| Savant Capital, LLC | 3,624 | $335.8K | 0.00% | −143−3.8% | Reduced |
| BNP Paribas | 3,642 | $334.3K | 0.01% | −355−8.9% | Reduced |
| HHM Wealth Advisors, LLC | 3,599 | $330.3K | 0.03% | +10.0% | Added |
| Kovack Advisors, Inc. | 3,567 | $330.1K | 0.02% | +2+0.1% | Added |
| Savvy Advisors, Inc. | 3,585 | $329.1K | 0.01% | +985+37.9% | Added |
| Signature Estate & Investment Advisors LLC | 3,570 | $327.7K | 0.01% | −1,378−27.8% | Reduced |
| Cercano Management LLC | 3,560 | $326.7K | 0.04% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 3,557 | $326.5K | 0.01% | +1,049+41.8% | Added |
| Cinctive Capital Management LP | 3,550 | $325.8K | 0.01% | −65,569−94.9% | Reduced |
| Wealth Quarterback LLC | 3,545 | $325.3K | 0.10% | +151+4.4% | Added |
| First City Capital Management, Inc. | 3,541 | $325.0K | 0.16% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 3,532 | $324.2K | 0.00% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 3,520 | $323.1K | 0.13% | 00.0% | Unchanged |
| CX Institutional | 3,487 | $320.0K | 0.01% | +2,784+396.0% | Added |
| Leavell Investment Management, Inc. | 3,480 | $319.4K | 0.01% | +87+2.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,473 | $318.6K | 0.01% | −900−20.6% | Reduced |
| Boltwood Capital Management | 3,469 | $318.4K | 0.07% | +150+4.5% | Added |
| Roundview Capital LLC | 3,450 | $316.6K | 0.02% | −259−7.0% | Reduced |
| Waterway Wealth Management, LLC | 3,436 | $315.3K | 0.06% | −13,288−79.5% | Reduced |
| Curated Wealth Partners LLC | 3,422 | $314.1K | 0.04% | +3,422 | New |
| Manchester Capital Management LLC | 3,410 | $313.0K | 0.04% | +83+2.5% | Added |
| Financial Partners Group, Inc | 3,398 | $311.9K | 0.03% | +283+9.1% | Added |
| Cypress Wealth Services, LLC | 3,395 | $311.6K | 0.04% | −275−7.5% | Reduced |
| Advisors Capital Management, LLC | 3,382 | $310.4K | 0.00% | +333+10.9% | Added |
| Garden State Investment Advisory Services LLC | 3,366 | $308.9K | 0.06% | +3,366 | New |
| Cambria Investment Management, L.P. | 3,338 | $306.4K | 0.02% | +5+0.2% | Added |
| Oxford Financial Group Ltd | 3,334 | $306.0K | 0.02% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 3,332 | $305.8K | 0.01% | +76+2.3% | Added |
| Athena Wealth Management, LLC | 3,278 | $300.9K | 0.22% | +3,278 | New |
| Foundations Investment Advisors, LLC | 3,258 | $299.0K | 0.00% | +436+15.5% | Added |
| Nemes Rush Group LLC | 3,253 | $298.6K | 0.02% | +143+4.6% | Added |
| Klingman & Associates, LLC | 3,252 | $298.5K | 0.01% | +169+5.5% | Added |
| Sweeney & Michel, LLC | 2,882 | $296.3K | 0.08% | +6+0.2% | Added |