KKR & CO INC (KKR)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
51
Reporting holders
$51.4M
Reported value
0.0%
Calls
2.0%
Puts
-1,239
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CHICKASAW CAPITAL MANAGEMENT LLC | $9.1M | 99,663 | 0.33% | 32q | -0.6%-$54.0K |
| Mirador Capital Partners LP | $8.8M | 95,956 | 1.02% | 32q | HELD |
| Castleview Partners, LLC | $5.6M | 60,980 | 2.44% | 4q | +27.1%+$1.2M |
| Farther Finance Advisors, LLC | $3.4M | 36,872 | 0.02% | 16q | +11.3%+$340.5K |
| CACTI ASSET MANAGEMENT LLC | $2.2M | 23,637 | 0.12% | 32q | -2.2%-$50.7K |
| Cadent Capital Advisors, LLC | $2.1M | 22,972 | 0.45% | 13q | HELD |
| CenterStar Asset Management, LLC | $1.8M | 8,866 | 0.43% | new | NEW |
| Venture Visionary Partners LLC | $1.6M | 17,707 | 0.04% | 16q | -63.3%-$2.8M |
| GAMMA Investing LLC | $1.5M | 16,816 | 0.05% | 12q | +22.1%+$277.9K |
| STABLEFORD CAPITAL II LLC | $1.3M | 14,457 | 0.46% | 3q | -1.1%-$15.2K |
| Wedmont Private Capital | $1.3M | 14,590 | 0.03% | 11q | +146.6%+$776.8K |
| FINANCIAL MANAGEMENT NETWORK INC | $1.2M | 13,054 | 0.17% | 20q | -1.6%-$19.0K |
| MOODY NATIONAL BANK TRUST DIVISION | $1.1M | 11,512 | 0.09% | 32q | +47.8%+$340.0K |
| Balefire, LLC | $1.0M | 11,325 | 0.16% | 4q | +9.6%+$90.5K |
| Adams Asset Advisors, LLC | $986.0K | 10,800 | 0.10% | new | NEW |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $896.9K | 9,824 | 0.08% | 14q | -2.0%-$18.7K |
| SAPIENT CAPITAL LLC | $800.5K | 8,768 | 0.01% | 12q | -51.6%-$854.6K |
| Gridiron Partners, LLC | $704.5K | 7,716 | 0.35% | 12q | HELD |
| Canandaigua National Trust Co of Florida | $608.4K | 6,664 | 0.34% | 2q | +27.2%+$130.0K |
| Investors Research Corp | $600.3K | 6,575 | 0.11% | 3q | HELD |
| Douglas Lane & Associates, LLC | $566.9K | 6,209 | 0.01% | 32q | -1.8%-$10.2K |
| Valeo Financial Advisors, LLC | $530.1K | 5,806 | 0.01% | 12q | +10.5%+$50.6K |
| Apella Capital, LLC | $381.6K | 4,256 | 0.00% | 12q | +7.9%+$27.8K |
| Hardin Capital Partners, LLC | $358.6K | 3,928 | 0.18% | 10q | HELD |
| Boltwood Capital Management | $357.6K | 3,917 | 0.08% | 4q | +12.9%+$40.9K |
| Athena Wealth Management, LLC | $304.6K | 3,336 | 0.22% | 2q | +1.8%+$5.3K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $303.9K | 3,329 | 0.06% | 23q | -41.5%-$215.7K |
| Everhart Financial Group, Inc. | $293.0K | 3,209 | 0.02% | 5q | +10.6%+$28.1K |
| RIVERSEDGE ADVISORS, LLC | $259.7K | 2,845 | 0.03% | new | NEW |
| Wealth Science Advisors LLC | $248.8K | 2,725 | 0.10% | 3q | -3.3%-$8.4K |
| Avidian Wealth Enterprises, LLC | $243.3K | 2,665 | 0.01% | 6q | +8.6%+$19.3K |
| Central Pacific Bank - Trust Division | $223.7K | 2,450 | 0.02% | 2q | HELD |
| MassMutual Private Wealth & Trust, FSB | $180.7K | 1,979 | 0.00% | 24q | HELD |
| Rosenberg Matthew Hamilton | $168.1K | 1,841 | 0.03% | 26q | -6.1%-$11.0K |
| Versant Capital Management, Inc | $112.1K | 1,228 | 0.01% | 14q | -0.7% |
| Coastline Trust Co | $98.8K | 1,082 | 0.01% | 10q | -10.7%-$11.9K |
| EASTERN BANK | $49.9K | 547 | 0.00% | 9q | +28.1%+$11.0K |
| CoreCap Advisors, LLC | $49.3K | 540 | 0.00% | 11q | +4.2%+$2.0K |
| Border to Coast Pensions Partnership Ltd | $41.0K | 450,000 | 0.56% | 19q | -4.3%-$1.8K |
| STEPH & CO | $25.2K | 276 | 0.01% | 6q | +10.4%+$2.4K |
| ARMSTRONG ADVISORY GROUP, INC | $21.2K | 232 | 0.00% | 16q | HELD |
| Grove Bank & Trust | $19.5K | 214 | 0.00% | 13q | -57.0%-$25.9K |
| BURKETT FINANCIAL SERVICES, LLC | $16.7K | 182 | 0.01% | 2q | HELD |
| ELEVATION WEALTH PARTNERS, LLC | $10.1K | 111 | 0.00% | 12q | +11.0%+$1.0K |
| Planning Strategies Inc. | $5.2K | 57 | 0.00% | 2q | +50.0%+$1.7K |
| Retirement Wealth Solutions LLC | $3.3K | 36 | 0.00% | 2q | +350.0%+$2.6K |
| TOTH FINANCIAL ADVISORY CORP | $2.3K | 25 | 0.00% | new | NEW |
| Davis Capital Management | $2.0K | 22 | 0.00% | 5q | +22.2% |
| Noble Wealth Management PBC | $1.1K | 12 | 0.00% | new | NEW |
| Wealth Enhancement Trust Services, Inc. | $913 | 10 | 0.00% | 4q | -50.0% |
| Trust Co | $549 | 6 | 0.00% | 4q | HELD |
| CX Institutional | $346 | 3,786 | 0.01% | 7q | +8.6% |
| GK Wealth Management LLC | $66 | 1 | 0.00% | new | NEW |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-09-03 | HOLMES DANE E | Chief Administrative Officer | Sold | 10,000 | $1.1M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 51 | $51.4M | 551,830 | 6 | 20 | 15 | 2.0% |
| Q2 2026 | 1,290 | $56.3B | 596,898,739 | 121 | 468 | 446 | 2.8% |
| Q1 2026 | 1,291 | $51.2B | 534,571,446 | 135 | 483 | 430 | 3.3% |
| Q4 2025 | 1,412 | $72.2B | 553,563,980 | 109 | 455 | 478 | 2.3% |
| Q3 2025 | 1,385 | $71.9B | 536,046,155 | 137 | 509 | 397 | 3.1% |
| Q2 2025 | 1,345 | $74.1B | 538,767,671 | 153 | 484 | 421 | 3.3% |
| Q1 2025 | 1,296 | $63.2B | 535,141,579 | 138 | 471 | 410 | 2.2% |
| Q4 2024 | 1,336 | $80.5B | 533,810,321 | 153 | 440 | 404 | 2.0% |
| Q3 2024 | 1,181 | $73.3B | 551,583,816 | 169 | 404 | 333 | 1.7% |
| Q2 2024 | 1,073 | $59.1B | 554,420,617 | 127 | 400 | 288 | 1.2% |
| Q1 2024 | 1,038 | $55.0B | 542,396,481 | 168 | 293 | 339 | 0.9% |
| Q4 2023 | 927 | $43.2B | 514,064,157 | 147 | 244 | 300 | 1.3% |
| Q3 2023 | 802 | $32.6B | 513,189,472 | 97 | 223 | 233 | 1.3% |
| Q2 2023 | 759 | $27.5B | 480,089,841 | 68 | 208 | 252 | 1.1% |
| Q1 2023 | 745 | $25.9B | 488,499,513 | 87 | 194 | 252 | 0.9% |
| Q4 2022 | 733 | $22.9B | 484,063,643 | 77 | 193 | 235 | 1.8% |
| Q3 2022 | 711 | $20.4B | 469,964,426 | 61 | 198 | 232 | 0.7% |
| Q2 2022 | 728 | $21.3B | 455,199,310 | 61 | 239 | 239 | 1.0% |
| Q1 2022 | 786 | $26.4B | 443,847,648 | 81 | 270 | 238 | 1.5% |
| Q4 2021 | 835 | $34.5B | 459,424,345 | 106 | 245 | 246 | 1.0% |
| Q3 2021 | 741 | $27.3B | 444,702,288 | 86 | 244 | 191 | 0.7% |
| Q2 2021 | 703 | $26.7B | 448,372,980 | 89 | 216 | 186 | 0.5% |
| Q1 2021 | 649 | $22.2B | 452,592,861 | 88 | 178 | 197 | 0.4% |
| Q4 2020 | 599 | $18.6B | 451,239,707 | 70 | 163 | 177 | 1.2% |
| Q3 2020 | 539 | $15.5B | 446,015,130 | 82 | 125 | 159 | 1.1% |
| Q2 2020 | 493 | $14.0B | 446,200,559 | 82 | 116 | 157 | 1.5% |
| Q1 2020 | 471 | $10.3B | 429,774,628 | 59 | 148 | 159 | 2.2% |
| Q4 2019 | 502 | $13.0B | 435,876,625 | 58 | 128 | 140 | 2.2% |
| Q3 2019 | 451 | $11.7B | 425,684,271 | 58 | 118 | 143 | 2.2% |
| Q2 2019 | 445 | $11.2B | 431,684,967 | 83 | 120 | 130 | 2.8% |
| Q1 2019 | 412 | $9.8B | 411,315,667 | 80 | 122 | 96 | 1.7% |
| Q4 2018 | 367 | $7.9B | 387,681,199 | 6 | 9 | 4 | 3.2% |