KKR & CO INC (KKRPRD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
75
Reporting holders
$2.3B
Reported value
15.0%
Held as options
-7
Holder change
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 |
|---|---|---|---|---|---|
| Capital International Investors | $667.2M | 16,742,502 | 0.14% | 6q | HELD |
| FRANKLIN RESOURCES INC | $223.8M | 5,615,415 | 0.05% | 6q | +58.7%+$82.8M |
| Capital World Investors | $207.5M | 5,207,215 | 0.02% | 6q | HELD |
| IMC-Chicago, LLC | $148.4M | options only | 0.04% | 11q | OPTIONS |
| Capital Research Global Investors | $142.2M | 3,568,211 | 0.02% | 2q | HELD |
| BlackRock, Inc. | $128.3M | 3,218,701 | 0.00% | 4q | -10.0%-$14.3M |
| GROUP ONE TRADING LLC | $123.4M | options only | 0.17% | 31q | OPTIONS |
| ADVENT CAPITAL MANAGEMENT /DE/ | $82.0M | 2,056,082 | 1.84% | 6q | +0.5%+$439.2K |
| Calamos Advisors LLC | $71.0M | 1,782,560 | 0.24% | 6q | HELD |
| VICTORY CAPITAL MANAGEMENT INC | $66.4M | 1,665,085 | 0.04% | 6q | +4.0%+$2.6M |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | $54.2M | 1,359,456 | 3.17% | 6q | +24.7%+$10.7M |
| FMR LLC | $45.8M | 1,156,172 | 0.00% | 6q | -3.2%-$1.5M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $39.7M | 996,751 | 0.03% | 6q | +24.0%+$7.7M |
| AMERIPRISE FINANCIAL INC | $39.4M | 994,435 | 0.01% | 6q | -9.7%-$4.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $38.6M | 969,766 | 0.05% | 5q | -21.0%-$10.3M |
| SIMPLEX TRADING, LLC | $35.4M | options only | 0.02% | 31q | OPTIONS |
| STATE STREET CORP | $31.4M | 795,139 | 0.00% | 6q | +17.9%+$4.8M |
| JPMORGAN CHASE & CO | $30.5M | options only | 0.00% | 9q | OPTIONS |
| Torray Investment Partners LLC | $22.9M | 573,623 | 3.08% | 3q | +19.2%+$3.7M |
| Fosun International Ltd | $20.2M | 50,700,000 | 4.53% | 3q | HELD |
| Capital International, Inc./CA/ | $15.5M | 387,755 | 0.11% | 6q | HELD |
| Clearbridge Investments, LLC | $14.9M | 373,154 | 0.01% | 6q | -7.6%-$1.2M |
| WELLINGTON MANAGEMENT GROUP LLP | $14.1M | 359,204 | 0.00% | 6q | -27.0%-$5.2M |
| SSI INVESTMENT MANAGEMENT LLC | $13.7M | 346,110 | 0.80% | 6q | HELD |
| Maven Securities LTD | $10.9M | options only | 0.22% | 3q | OPTIONS |
| PIER 88 INVESTMENT PARTNERS LLC | $9.4M | 235,810 | 2.23% | 5q | -50.0%-$9.4M |
| BANK OF AMERICA CORP /DE/ | $9.3M | 233,930 | 0.00% | 6q | +61.5%+$3.6M |
| WHITTIER TRUST CO | $7.0M | 169,023 | 0.07% | 6q | +4.7%+$312.7K |
| Invesco Ltd. | $6.3M | 157,441 | 0.00% | 6q | +42.0%+$1.9M |
| CREDIT INDUSTRIEL ET COMMERCIAL | $5.9M | 150,000 | 0.38% | 5q | HELD |
| Russell Investments Group, Ltd. | $5.5M | 6,920,750 | 0.00% | 6q | +23.5%+$1.0M |
| Alberta Investment Management Corp | $4.0M | 100,000 | 0.02% | 6q | HELD |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $3.4M | 85,775 | 0.17% | 6q | -1.2%-$41.2K |
| GOLDMAN SACHS GROUP INC | $3.2M | 80,113 | 0.00% | 2q | +43.5%+$967.7K |
| RATIONAL ADVISORS, INC. | $2.8M | 69,800 | 0.26% | 5q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $2.6M | 64,178 | 0.00% | 5q | +99.7%+$1.3M |
| LAFFER TENGLER INVESTMENTS, INC. | $2.4M | 59,795 | 0.30% | 6q | -1.5%-$37.1K |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.1M | 52,400 | 0.04% | new | NEW |
| Steward Partners Investment Advisory, LLC | $1.8M | 45,625 | 0.01% | 6q | -3.2%-$60.8K |
| NEUBERGER BERMAN GROUP LLC | $1.8M | 45,400 | 0.00% | 6q | -91.8%-$20.3M |
| MORGAN STANLEY | $1.8M | 45,341 | 0.00% | 6q | -19.6%-$441.2K |
| AEGON USA Investment Management, LLC | $1.5M | 37,400 | 1.05% | 5q | HELD |
| Ancora Advisors LLC | $1.4M | options only | 0.03% | new | OPTIONS |
| Formidable Asset Management, LLC | $1.1M | 28,430 | 0.18% | 4q | +226.8%+$793.5K |
| Regal Investment Advisors LLC | $1.1M | 26,807 | 0.06% | 3q | +12.5%+$119.0K |
| RAYMOND JAMES FINANCIAL INC | $737.5K | 18,506 | 0.00% | 5q | +1.5%+$10.8K |
| WHITTIER TRUST CO OF NEVADA INC | $727.9K | 17,750 | 0.01% | 6q | HELD |
| Focus Partners Wealth | $642.5K | 7,000 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $566.0K | 14,203 | 0.00% | 6q | -53.7%-$657.4K |
| Chicago Partners Investment Group LLC | $523.1K | 12,477 | 0.01% | 2q | HELD |
| LPL Financial LLC | $521.6K | 13,090 | 0.00% | 5q | +16.3%+$73.1K |
| Central Pacific Bank - Trust Division | $426.6K | 10,705 | 0.04% | 5q | HELD |
| STIFEL FINANCIAL CORP | $400.5K | 10,050 | 0.00% | new | NEW |
| PEAK6 LLC | $398.5K | 10,000 | 0.00% | 2q | HELD |
| Stratos Wealth Partners, LTD. | $381.6K | 9,575 | 0.00% | 4q | +3.5%+$13.0K |
| ROYAL BANK OF CANADA | $358.0K | 8,986 | 0.00% | 5q | +134.9%+$205.6K |
| Future Financial Wealth Managment LLC | $348.0K | 8,300 | 0.22% | 2q | +13.7%+$41.9K |
| OPPENHEIMER & CO INC | $346.5K | 8,695 | 0.00% | new | NEW |
| Arax Advisory Partners | $340.7K | 8,550 | 0.00% | new | NEW |
| CITIGROUP INC | $328.8K | 8,252 | 0.00% | new | NEW |
| Cetera Investment Advisers | $321.7K | 8,072 | 0.00% | 2q | -5.2%-$17.7K |
| Ares Systematic Credit Ltd | $233.6K | 5,861 | 0.14% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $228.3K | 5,730 | 0.00% | 3q | HELD |
| WOLVERINE ASSET MANAGEMENT LLC | $204.9K | 5,167 | 0.00% | new | NEW |
| ODDO BHF ASSET MANAGEMENT SAS | $199.5K | 5,000 | 0.01% | 3q | -5.4%-$11.3K |
| UBS Group AG | $187.3K | 4,699 | 0.00% | 3q | +206.3%+$126.1K |
| Virtus Fixed Income Advisers, LLC | $142.6K | 3,600 | 0.09% | new | NEW |
| IMA Advisory Services, Inc. | $105.8K | 2,655 | 0.01% | new | NEW |
| VIRTUS ADVISERS, LLC | $33.7K | 850 | 0.01% | 3q | HELD |
| HARBOUR INVESTMENTS, INC. | $27.9K | 700 | 0.00% | 2q | +600.0%+$23.9K |
| BANK OF MONTREAL /CAN/ | $23.9K | 600 | 0.00% | 5q | HELD |
| Farther Finance Advisors, LLC | $23.5K | 590 | 0.00% | 2q | -25.3%-$8.0K |
| FIFTH THIRD BANCORP | $19.9K | 500 | 0.00% | 2q | HELD |
| Thrivent Financial for Lutherans | $15.8K | 397,455 | 0.03% | 5q | HELD |
| LANARK FINANCIAL, INC. | $8.6K | 215 | 0.00% | new | NEW |
| LORD, ABBETT & CO. LLC | $6.2K | 155,838 | 0.02% | 6q | -1.1% |
| Penserra Capital Management LLC | $2.6K | 65,582 | 0.02% | 5q | +14.1% |
| HRT FINANCIAL LP | $2.2K | 45,981 | 0.00% | new | NEW |
| LAZARD ASSET MANAGEMENT LLC | $1.1K | 144,190 | 0.00% | 6q | HELD |
| Janney Montgomery Scott LLC | $347 | 8,705 | 0.00% | 2q | +21.7% |
| SG Americas Securities, LLC | $303 | options only | 0.00% | 4q | OPTIONS |
| NATIONAL BANK OF CANADA /FI/ | $118 | 3 | 0.00% | new | NEW |
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 | 75 | $2.3B | 50,071,385 | 14 | 21 | 16 | 15.0% |
| Q1 2026 | 82 | $2.3B | 49,343,372 | 25 | 30 | 16 | 15.5% |
| Q4 2025 | 77 | $2.7B | 45,347,339 | 11 | 22 | 23 | 13.4% |
| Q3 2025 | 83 | $2.8B | 46,384,808 | 13 | 30 | 17 | 12.1% |
| Q2 2025 | 76 | $2.4B | 41,629,728 | 21 | 21 | 23 | 5.3% |
| Q1 2025 | 72 | $2.7B | 52,060,039 | 66 | 0 | 0 | 3.3% |
| Q4 2024 | 8 | $98.7M | 0 | 2 | 0 | 0 | 100.0% |
| Q3 2024 | 6 | $69.9M | 0 | 2 | 0 | 0 | 100.0% |
| Q2 2024 | 7 | $96.8M | 0 | 3 | 0 | 0 | 100.0% |
| Q1 2024 | 5 | $44.8M | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2023 | 7 | $130.2M | 0 | 1 | 0 | 0 | 100.0% |
| Q3 2023 | 7 | $62.0M | 0 | 3 | 0 | 0 | 100.0% |
| Q2 2023 | 6 | $91.7M | 0 | 1 | 0 | 0 | 100.0% |
| Q1 2023 | 5 | $83.7M | 0 | 1 | 0 | 0 | 100.0% |
| Q4 2022 | 6 | $92.6M | 0 | 1 | 0 | 0 | 100.0% |
| Q3 2022 | 5 | $113.1M | 0 | 1 | 0 | 0 | 100.0% |
| Q2 2022 | 4 | $151.4M | 0 | 4 | 0 | 0 | 100.0% |
| Q1 2022 | 2 | $59.2M | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2021 | 3 | $107.8M | 0 | 1 | 0 | 0 | 100.0% |
| Q3 2021 | 3 | $59.0M | 0 | 1 | 0 | 0 | 100.0% |
| Q2 2021 | 2 | $28.0M | 0 | 0 | 0 | 0 | 100.0% |
| Q1 2021 | 2 | $13.0M | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2020 | 3 | $32.2M | 0 | 0 | 0 | 0 | 100.0% |
| Q3 2020 | 3 | $25.4M | 0 | 0 | 0 | 0 | 100.0% |
| Q2 2020 | 3 | $26.0M | 0 | 0 | 0 | 0 | 100.0% |
| Q1 2020 | 3 | $23.5M | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2019 | 3 | $24.7M | 0 | 0 | 0 | 0 | 100.0% |
| Q3 2019 | 4 | $20.6M | 0 | 2 | 0 | 0 | 100.0% |
| Q2 2019 | 4 | $14.5M | 0 | 1 | 0 | 0 | 100.0% |
| Q1 2019 | 4 | $20.3M | 0 | 0 | 0 | 0 | 100.0% |
| Q4 2018 | 4 | $26.0M | 0 | 0 | 0 | 0 | 100.0% |