KKR & CO INC (KKR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,221
Reporting holders
$50.8B
Reported value
60.0%
Of shares outstanding
2.7%
Held as options
-5
Holder change
Institutions report 538,680,295 shares against 897,635,601 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $4.1B | 45,188,181 | 0.06% | 8q | +1.3%+$52.2M |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.1B | 44,564,501 | 0.09% | 2q | +1.2%+$49.4M |
| Capital International Investors | $3.3B | 36,389,402 | 0.69% | 26q | +3.6%+$115.2M |
| STATE STREET CORP | $2.7B | 29,293,443 | 0.08% | 31q | +2.7%+$71.6M |
| FMR LLC | $2.0B | 21,566,484 | 0.09% | 31q | +17.7%+$297.4M |
| PRINCIPAL FINANCIAL GROUP INC | $1.8B | 19,677,109 | 0.89% | 31q | +0.9%+$15.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $1.4B | 15,611,391 | 0.08% | 31q | +1.3%+$18.8M |
| Capital Research Global Investors | $1.3B | 14,708,910 | 0.19% | 13q | -12.3%-$190.0M |
| WELLINGTON MANAGEMENT GROUP LLP | $1.3B | 14,569,959 | 0.23% | 14q | -18.6%-$305.9M |
| NORGES BANK | $1.3B | 13,798,499 | 0.13% | 22q | +2.5%+$31.0M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $977.6M | 10,616,489 | 0.31% | 20q | -26.0%-$343.8M |
| Invesco Ltd. | $942.6M | 10,269,796 | 0.07% | 31q | +2.8%+$26.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $934.5M | 10,181,852 | 0.04% | 2q | +2.0%+$18.6M |
| FIRST MANHATTAN CO. LLC. | $864.2M | 9,416,070 | 2.20% | 30q | HELD |
| MORGAN STANLEY | $826.5M | 9,004,913 | 0.04% | 32q | +6.3%+$48.8M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $816.9M | 8,900,144 | 0.64% | 31q | +9.8%+$72.9M |
| Dodge & Cox | $739.8M | 8,060,515 | 0.39% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $724.9M | 7,898,444 | 0.05% | 31q | -25.5%-$248.1M |
| Capital World Investors | $713.5M | 7,775,190 | 0.08% | 22q | -9.5%-$74.9M |
| GOLDMAN SACHS GROUP INC | $593.4M | 6,335,421 | 0.05% | 31q | +15.5%+$79.6M |
| NORTHERN TRUST CORP | $549.9M | 5,991,104 | 0.06% | 31q | +0.7%+$3.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $499.1M | 5,438,163 | 0.07% | 31q | +8.9%+$40.9M |
| Sixth Street Partners Management Company, L.P. | $499.1M | 5,438,163 | 0.07% | new | NEW |
| Legal & General Group Plc | $470.8M | 5,129,423 | 0.10% | 31q | +3.7%+$16.7M |
| BROWN ADVISORY INC | $463.2M | 5,046,956 | 0.72% | 31q | -16.3%-$90.5M |
| JANE STREET GROUP, LLC | $462.9M | 2,300,701 | 0.04% | 31q | +37.7%+$126.7M |
| AKRE CAPITAL MANAGEMENT LLC | $457.2M | 4,981,486 | 8.93% | 31q | -25.8%-$159.4M |
| CITADEL ADVISORS LLC | $444.9M | 2,563,798 | 0.05% | 31q | +32.3%+$108.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $435.2M | 862,380 | 0.03% | 31q | -20.1%-$109.7M |
| Assenagon Asset Management S.A. | $405.0M | 4,412,890 | 0.25% | 20q | +295.4%+$302.6M |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | $403.5M | 4,396,085 | 3.09% | 14q | +1.2%+$4.8M |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | $378.0M | 4,118,300 | 1.74% | 3q | -11.8%-$50.8M |
| VANGUARD FIDUCIARY TRUST CO | $356.8M | 3,887,685 | 0.08% | 2q | HELD |
| Temasek Holdings (Private) Ltd | $336.8M | 3,669,339 | 0.90% | 6q | +4.2%+$13.4M |
| D. E. Shaw & Co., Inc. | $331.7M | 3,429,914 | 0.16% | 26q | -13.0%-$49.8M |
| ValueAct Holdings, L.P. | $326.6M | 3,558,200 | 5.80% | 2q | +8.5%+$25.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $317.7M | 3,461,541 | 0.06% | 31q | +1.6%+$5.1M |
| Bank of New York Mellon Corp | $298.3M | 3,250,288 | 0.05% | 31q | -2.7%-$8.3M |
| JPMORGAN CHASE & CO | $268.5M | 3,019,286 | 0.01% | 31q | -0.6%-$1.6M |
| UBS Group AG | $264.9M | 2,650,579 | 0.03% | 31q | -21.3%-$71.8M |
| AQR CAPITAL MANAGEMENT LLC | $247.6M | 2,703,366 | 0.09% | 12q | -11.9%-$33.4M |
| BARCLAYS PLC | $244.8M | 1,576,480 | 0.05% | 31q | -22.6%-$71.4M |
| MILLENNIUM MANAGEMENT LLC | $234.4M | 1,763,918 | 0.08% | 31q | -32.7%-$114.0M |
| ROYAL BANK OF CANADA | $231.5M | 2,499,781 | 0.03% | 31q | +7.3%+$15.7M |
| Amundi | $218.7M | 2,382,672 | 0.05% | 21q | -36.1%-$123.3M |
| FRANKLIN RESOURCES INC | $217.3M | 2,367,329 | 0.05% | 31q | -9.2%-$22.0M |
| Nuveen, LLC | $212.6M | 2,316,882 | 0.05% | 6q | +1.9%+$4.1M |
| WELLS FARGO & COMPANY/MN | $185.9M | 2,023,020 | 0.03% | 31q | -55.0%-$227.6M |
| DIMENSIONAL FUND ADVISORS LP | $178.6M | 1,946,405 | 0.03% | 29q | +7.9%+$13.0M |
| Ensign Peak Advisors, Inc | $169.5M | 1,846,999 | 0.28% | 22q | -44.0%-$133.1M |
| Rathbones Group PLC | $166.8M | 1,816,946 | 0.61% | 25q | HELD |
| Point72 Asset Management, L.P. | $162.4M | 1,370,081 | 0.18% | 7q | +101.8%+$81.9M |
| Hudson Way Capital Management LLC | $155.0M | 1,688,872 | 13.82% | 31q | +8.8%+$12.6M |
| DEUTSCHE BANK AG\ | $148.5M | 1,618,481 | 0.04% | 32q | -24.8%-$49.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $147.6M | 1,608,496 | 0.08% | 30q | +8.1%+$11.1M |
| Vanguard Global Advisers, LLC | $138.0M | 1,503,142 | 0.06% | 2q | -0.7%-$908.4K |
| Alecta Tjanstepension Omsesidigt | $137.8M | 1,502,000 | 0.58% | 2q | +103.1%+$69.9M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $137.2M | 1,495,163 | 0.06% | 3q | +68.0%+$55.6M |
| National Pension Service | $135.4M | 1,475,136 | 0.09% | 29q | +6.5%+$8.3M |
| Markel Group Inc. | $133.2M | 1,451,800 | 1.01% | 31q | HELD |
| HSBC HOLDINGS PLC | $132.8M | 1,364,881 | 0.06% | 31q | +13.7%+$16.1M |
| CI INVESTMENTS INC. | $128.6M | 1,400,962 | 0.41% | 31q | HELD |
| Sumitomo Mitsui Trust Group, Inc. | $120.0M | 1,307,078 | 0.07% | 30q | -1.0%-$1.2M |
| Walleye Trading LLC | $119.8M | 170,790 | 0.14% | 31q | -9.8%-$13.0M |
| VANGUARD ASSET MANAGEMENT, Ltd | $111.4M | 1,213,735 | 0.08% | 2q | +13.7%+$13.4M |
| BNP PARIBAS FINANCIAL MARKETS | $103.1M | 1,085,646 | 0.04% | 31q | +25.4%+$20.9M |
| CITIGROUP INC | $102.5M | 1,026,749 | 0.03% | 31q | +11.1%+$10.2M |
| Unisphere Establishment | $101.0M | 1,100,000 | 0.86% | 11q | HELD |
| Qube Research & Technologies Ltd | $100.6M | 999,184 | 0.09% | 10q | HELD |
| RHUMBLINE ADVISERS | $94.5M | 1,030,160 | 0.07% | 28q | -1.5%-$1.5M |
| CANADA PENSION PLAN INVESTMENT BOARD | $87.8M | 956,842 | 0.05% | 21q | +49.3%+$29.0M |
| ALLIANCEBERNSTEIN L.P. | $86.2M | 931,557 | 0.03% | 30q | -9.1%-$8.6M |
| MEITAV INVESTMENT HOUSE LTD | $86.1M | 938,212 | 0.58% | 22q | HELD |
| California Public Employees Retirement System | $85.1M | 926,844 | 0.05% | 31q | -1.0%-$842.8K |
| AMERIPRISE FINANCIAL INC | $80.9M | 886,421 | 0.02% | 31q | -38.9%-$51.5M |
| RAYMOND JAMES FINANCIAL INC | $78.8M | 858,563 | 0.02% | 7q | -16.7%-$15.9M |
| Empower Advisory Group, LLC | $78.6M | 856,367 | 0.19% | 6q | +138.3%+$45.6M |
| BANK OF MONTREAL /CAN/ | $77.3M | 842,534 | 0.03% | 31q | +18.9%+$12.3M |
| ENVESTNET ASSET MANAGEMENT INC | $75.1M | 817,969 | 0.02% | 31q | -18.8%-$17.4M |
| GABELLI FUNDS LLC | $74.9M | 816,347 | 0.48% | 31q | -23.6%-$23.1M |
| ALGEBRIS (UK) LTD | $71.2M | 777,883 | 4.69% | 3q | +7.8%+$5.1M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $67.1M | 731,300 | 0.09% | 10q | +18.9%+$10.7M |
| Vident Advisory, LLC | $65.9M | 718,061 | 0.48% | 12q | -1.7%-$1.1M |
| NEW YORK STATE COMMON RETIREMENT FUND | $62.7M | 682,776 | 0.08% | 30q | -5.7%-$3.8M |
| LPL Financial LLC | $62.4M | 679,426 | 0.01% | 31q | +3.8%+$2.3M |
| Corient Private Wealth LP | $61.7M | 672,132 | 0.04% | 15q | +102.6%+$31.2M |
| Lindsell Train Ltd | $61.3M | 667,780 | 2.33% | new | NEW |
| AMERICAN CENTURY COMPANIES INC | $59.7M | 650,382 | 0.03% | 25q | -11.1%-$7.4M |
| Long Focus Capital Management, LLC | $57.8M | 630,000 | 1.48% | 2q | +28.0%+$12.7M |
| CAPITAL FUND MANAGEMENT S.A. | $56.1M | 562,277 | 0.25% | 11q | +113.9%+$29.9M |
| Capital International, Inc./CA/ | $56.1M | 610,864 | 0.39% | 14q | +2.4%+$1.3M |
| APG Asset Management N.V. | $55.5M | 690,783 | 0.14% | 9q | +44.7%+$17.1M |
| Mariner, LLC | $54.8M | 597,195 | 0.06% | 25q | +1.8%+$964.4K |
| Freestone Grove Partners LP | $54.6M | 594,658 | 0.35% | 2q | -44.7%-$44.1M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $53.0M | 577,904 | 0.09% | 29q | -2.3%-$1.2M |
| TUDOR INVESTMENT CORP ET AL | $50.8M | 135,472 | 0.07% | 9q | -32.4%-$24.3M |
| Shaolin Capital Management LLC | $50.2M | 547,215 | 2.39% | 2q | +55.5%+$17.9M |
| Rockefeller Capital Management L.P. | $50.0M | 544,246 | 0.08% | 30q | +3.6%+$1.8M |
| AVIVA PLC | $49.5M | 538,909 | 0.07% | 24q | +0.5%+$254.0K |
| OMERS ADMINISTRATION Corp | $45.7M | 497,918 | 0.27% | 9q | -28.4%-$18.2M |
Showing the largest 100 of 1,286 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,221 | $50.8B | 538,680,295 | 114 | 440 | 433 | 2.7% |
| Q1 2026 | 1,226 | $50.2B | 524,227,257 | 129 | 464 | 407 | 3.4% |
| Q4 2025 | 1,332 | $68.6B | 525,515,621 | 105 | 429 | 456 | 2.4% |
| Q3 2025 | 1,300 | $69.9B | 520,787,449 | 129 | 480 | 373 | 3.2% |
| Q2 2025 | 1,255 | $72.2B | 524,335,695 | 149 | 454 | 391 | 3.4% |
| Q1 2025 | 1,204 | $61.7B | 522,379,255 | 132 | 443 | 376 | 2.2% |
| Q4 2024 | 1,237 | $78.6B | 520,793,916 | 139 | 410 | 373 | 2.0% |
| Q3 2024 | 1,091 | $71.4B | 537,066,567 | 163 | 378 | 304 | 1.7% |
| Q2 2024 | 970 | $56.5B | 529,526,786 | 111 | 357 | 268 | 1.3% |
| Q1 2024 | 938 | $51.9B | 511,629,315 | 156 | 261 | 305 | 1.0% |
| Q4 2023 | 831 | $40.0B | 476,278,529 | 134 | 221 | 264 | 1.4% |
| Q3 2023 | 704 | $28.9B | 462,316,020 | 83 | 196 | 209 | 1.5% |
| Q2 2023 | 659 | $24.7B | 435,624,534 | 59 | 179 | 224 | 1.2% |
| Q1 2023 | 636 | $23.1B | 434,886,189 | 75 | 166 | 211 | 1.0% |
| Q4 2022 | 591 | $19.2B | 410,951,377 | 69 | 153 | 186 | 1.4% |
| Q3 2022 | 711 | $20.4B | 469,964,426 | 61 | 198 | 232 | 0.7% |
| Q2 2022 | 728 | $37.9B | 455,199,310 | 61 | 239 | 239 | 44.4% |
| Q1 2022 | 786 | $76.0B | 443,847,648 | 81 | 270 | 238 | 65.9% |
| 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% |