KKR & CO INC KKR
COM · Common Stock · CUSIP 48251W104 · ISIN US48251W1045
American private equity fund manager
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($84.8m this quarter). Holder counts are more reliable. Shares outstanding: 897.6m as of 2026-08-05, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $91.76. Options: 44 managers hold calls ($560.3m notional), 49 hold puts ($1.2bn).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 710 |
| Q4 2022 | 729 |
| Q1 2023 | 742 |
| Q2 2023 | 759 |
| Q3 2023 | 795 |
| Q4 2023 | 919 |
| Q1 2024 | 1,035 |
| Q2 2024 | 1,069 |
| Q3 2024 | 1,173 |
| Q4 2024 | 1,324 |
| Q1 2025 | 1,291 |
| Q2 2025 | 1,331 |
| Q3 2025 | 1,375 |
| Q4 2025 | 1,400 |
| Q1 2026 | 1,282 |
| Q2 2026 | 1,277 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 625 | 421 |
| Q4 2024 | 644 | 480 |
| Q1 2025 | 655 | 617 |
| Q2 2025 | 680 | 559 |
| Q3 2025 | 718 | 518 |
| Q4 2025 | 623 | 648 |
| Q1 2026 | 648 | 706 |
| Q2 2026 | 617 | 592 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $1.2bn | $1.5bn | 1.24 |
| Q4 2025 | $695.4m | $1.3bn | 1.93 |
| Q1 2026 | $943.2m | $1.1bn | 1.20 |
| Q2 2026 | $560.3m | $1.2bn | 2.10 |
Biggest buyers
| Dodge & Cox | New | +8.1m |
| T. Rowe Price Investment Management, Inc. | New | +5.7m |
| Assenagon Asset Management S.A. | Added | +3.3m |
| FMR LLC | Added | +3.2m |
| Capital International Investors | Added | +1.3m |
| Qube Research & Technologies Ltd | New | +999.2k |
| GOLDMAN SACHS GROUP INC | Added | +850.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Added | +794.6k |
| STATE STREET CORP | Added | +780.6k |
| Alecta Tjanstepension Omsesidigt | Added | +762.3k |
Biggest sellers
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -3.7m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -3.3m |
| Balyasny Asset Management L.P. | Reduced | -2.9m |
| BANK OF AMERICA CORP /DE/ | Reduced | -2.7m |
| Capital Research Global Investors | Reduced | -2.1m |
| Rathbones Group PLC | Reduced | -1.8m |
| AKRE CAPITAL MANAGEMENT LLC | Reduced | -1.7m |
| Amundi | Reduced | -1.3m |
| BROWN ADVISORY INC | Reduced | -986.0k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -858.1k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $105.2m1.1m shares |
| CITADEL ADVISORS LLC | Reduced | $90.2m982.9k shares |
| JANE STREET GROUP, LLC | Added | $76.3m831.1k shares |
| IMC-Chicago, LLC | Added | $72.1m786.0k shares |
| Walleye Trading LLC | Added | $40.9m445.7k shares |
| UBS Group AG | Added | $20.5m223.7k shares |
| TUDOR INVESTMENT CORP ET AL | Added | $18.5m201.5k shares |
| GROUP ONE TRADING LLC | Reduced | $16.1m175.9k shares |
| SIMPLEX TRADING, LLC | Added | $15.2m166.0k shares |
| Point72 Asset Management, L.P. | Added | $14.5m158.4k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $250.9m2.7m shares |
| JANE STREET GROUP, LLC | Added | $175.5m1.9m shares |
| CITADEL ADVISORS LLC | Added | $119.4m1.3m shares |
| GROUP ONE TRADING LLC | Added | $107.3m1.2m shares |
| BARCLAYS PLC | Added | $100.1m1.1m shares |
| IMC-Chicago, LLC | Reduced | $76.3m830.9k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $67.8m738.9k shares |
| Walleye Trading LLC | Added | $63.3m689.3k shares |
| Point72 Asset Management, L.P. | Added | $22.1m240.5k shares |
| JPMORGAN CHASE & CO | Reduced | $20.7m232.5k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.7% |
Fell to 5% or below in the last year: BlackRock, Inc. (5.0%, 2026-04-27), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 2 | $5.6m | 2 | $296.3m | — |
| Q3 2025 | 0 | — | 1 | $116.8m | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 5 | $50.9m | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 1 | $1.1m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-03 | HOLMES DANE E Chief Administrative Officer | Sold | $1.1m10.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.06% of their portfolio | 45.2m $4.1bn | Added +568.2k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 44.6m $4.1bn | Added +538.6k |
| Capital International Investors 0.69% of their portfolio | 36.4m $3.3bn | Added +1.3m |
| STATE STREET CORP 0.08% of their portfolio | 29.3m $2.7bn | Added +780.6k |
| FMR LLC 0.09% of their portfolio | 21.6m $2.0bn | Added +3.2m |
| PRINCIPAL FINANCIAL GROUP INC 0.89% of their portfolio | 19.7m $1.8bn | Added +169.4k |
| GEODE CAPITAL MANAGEMENT, LLC 0.08% of their portfolio | 15.6m $1.4bn | Added +205.2k |
| Capital Research Global Investors 0.19% of their portfolio | 14.7m $1.3bn | Reduced -2.1m |
| WELLINGTON MANAGEMENT GROUP LLP 0.23% of their portfolio | 14.6m $1.3bn | Reduced -3.3m |
| NORGES BANK 0.13% of their portfolio | 13.8m $1.3bn | Not comparable |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.31% of their portfolio | 10.6m $977.6m | Reduced -3.7m |
| Invesco Ltd. 0.07% of their portfolio | 10.3m $942.6m | Added +283.8k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.04% of their portfolio | 10.2m $934.5m | Added +203.2k |
| FIRST MANHATTAN CO. LLC. 2.20% of their portfolio | 9.4m $864.2m | Added +21.9k |
| MORGAN STANLEY 0.04% of their portfolio | 9.0m $826.5m | Added +531.3k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.64% of their portfolio | 8.9m $816.9m | Added +794.6k |
| Dodge & Cox 0.39% of their portfolio | 8.1m $739.8m | New |
| BANK OF AMERICA CORP /DE/ 0.05% of their portfolio | 7.9m $724.9m | Reduced -2.7m |
| Capital World Investors 0.08% of their portfolio | 7.8m $713.5m | Reduced -816.2k |
| GOLDMAN SACHS GROUP INC 0.06% of their portfolio | 6.3m $581.5m | Added +850.0k |
| NORTHERN TRUST CORP 0.06% of their portfolio | 6.0m $549.9m | Added +42.0k |
| T. Rowe Price Investment Management, Inc. 0.34% of their portfolio | 5.7m $519.3m | New |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.07% of their portfolio | 5.4m $499.1m | Added +446.2k |
| Legal & General Group Plc 0.10% of their portfolio | 5.1m $470.8m | Added +181.9k |
| BROWN ADVISORY INC 0.72% of their portfolio | 5.0m $463.2m | Reduced -986.0k |
| AKRE CAPITAL MANAGEMENT LLC 8.95% of their portfolio | 5.0m $457.2m | Reduced -1.7m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.04% of their portfolio | 4.8m $441.5m | Added +635.5k |
| Assenagon Asset Management S.A. 0.26% of their portfolio | 4.4m $405.0m | Added +3.3m |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 3.09% of their portfolio | 4.4m $403.5m | Added +52.4k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 2.21% of their portfolio | 4.1m $378.0m | Reduced -553.5k |
| VANGUARD FIDUCIARY TRUST CO 0.08% of their portfolio | 3.9m $356.8m | Added +15.7k |
| Temasek Holdings (Private) Ltd 0.92% of their portfolio | 3.7m $336.8m | Added +146.5k |
| ValueAct Holdings, L.P. 5.80% of their portfolio | 3.6m $326.6m | Added +278.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.06% of their portfolio | 3.5m $317.7m | Added +55.5k |
| D. E. Shaw & Co., Inc. 0.19% of their portfolio | 3.4m $314.8m | Reduced -514.7k |
| Bank of New York Mellon Corp 0.05% of their portfolio | 3.3m $298.3m | Reduced -90.3k |
| JPMORGAN CHASE & CO 0.02% of their portfolio | 3.0m $268.5m | Reduced -18.3k |
| AQR CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 2.7m $247.6m | Reduced -364.1k |
| UBS Group AG 0.04% of their portfolio | 2.7m $243.3m | Reduced -718.9k |
| CITADEL ADVISORS LLC 0.14% of their portfolio | 2.6m $235.3m | Added +626.1k |
| ROYAL BANK OF CANADA 0.04% of their portfolio | 2.5m $229.4m | Added +170.0k |
| Amundi 0.05% of their portfolio | 2.4m $218.7m | Reduced -1.3m |
| FRANKLIN RESOURCES INC 0.05% of their portfolio | 2.4m $217.3m | Reduced -240.1k |
| Nuveen, LLC 0.05% of their portfolio | 2.3m $212.6m | Added +44.2k |
| JANE STREET GROUP, LLC 0.13% of their portfolio | 2.3m $211.2m | Added +629.6k |
| WELLS FARGO & COMPANY/MN 0.03% of their portfolio | 2.0m $185.7m | Reduced -227.3k |
| DIMENSIONAL FUND ADVISORS LP 0.03% of their portfolio | 1.9m $178.6m | Added +141.8k |
| Ensign Peak Advisors, Inc 0.28% of their portfolio | 1.8m $169.5m | Added +198.5k |
| Rathbones Group PLC 0.61% of their portfolio | 1.8m $166.8m | Reduced -1.8m |
| MILLENNIUM MANAGEMENT LLC 0.11% of their portfolio | 1.8m $161.9m | Reduced -858.1k |
| Hudson Way Capital Management LLC 13.82% of their portfolio | 1.7m $155.0m | Added +137.1k |
| DEUTSCHE BANK AG\ 0.04% of their portfolio | 1.6m $148.5m | Reduced -534.3k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.08% of their portfolio | 1.6m $147.6m | Added +121.1k |
| BARCLAYS PLC 0.05% of their portfolio | 1.6m $144.7m | Reduced -459.9k |
| Vanguard Global Advisers, LLC 0.06% of their portfolio | 1.5m $138.0m | Reduced -9.9k |
| Alecta Tjanstepension Omsesidigt 0.58% of their portfolio | 1.5m $137.8m | Added +762.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.06% of their portfolio | 1.5m $137.2m | Added +605.4k |
| National Pension Service 0.09% of their portfolio | 1.5m $135.4m | Added +90.6k |
| Markel Group Inc. 1.01% of their portfolio | 1.5m $133.2m | Unchanged |
| CI INVESTMENTS INC. 0.41% of their portfolio | 1.4m $128.6m | Reduced -3.6k |
| Point72 Asset Management, L.P. 0.19% of their portfolio | 1.4m $125.7m | Added +691.0k |
| HSBC HOLDINGS PLC 0.06% of their portfolio | 1.4m $124.7m | Added +165.0k |
| Sumitomo Mitsui Trust Group, Inc. 0.07% of their portfolio | 1.3m $120.0m | Reduced -12.8k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.08% of their portfolio | 1.2m $111.4m | Added +146.3k |
| Unisphere Establishment 0.86% of their portfolio | 1.1m $101.0m | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.05% of their portfolio | 1.1m $99.6m | Added +219.8k |
| RHUMBLINE ADVISERS 0.07% of their portfolio | 1.0m $94.5m | Reduced -16.2k |
| CITIGROUP INC 0.04% of their portfolio | 1.0m $94.2m | Added +102.5k |
| Qube Research & Technologies Ltd 0.10% of their portfolio | 999.2k $91.7m | New |
| CANADA PENSION PLAN INVESTMENT BOARD 0.05% of their portfolio | 956.8k $87.8m | Added +316.1k |
| MEITAV INVESTMENT HOUSE LTD 0.58% of their portfolio | 938.2k $86.1m | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.03% of their portfolio | 931.6k $86.2m | Reduced -93.2k |
| California Public Employees Retirement System 0.05% of their portfolio | 926.8k $85.1m | Reduced -9.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.08% of their portfolio | 902.9k $82.9m | Added +226 |
| AMERIPRISE FINANCIAL INC 0.02% of their portfolio | 886.4k $80.9m | Added +160.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.07% of their portfolio | 862.4k $79.1m | Reduced -217.3k |
| RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio | 858.6k $78.8m | Reduced -172.7k |
| Empower Advisory Group, LLC 0.19% of their portfolio | 856.4k $78.6m | Added +497.0k |
| BANK OF MONTREAL /CAN/ 0.03% of their portfolio | 842.5k $77.3m | Added +133.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 818.0k $75.1m | Reduced -189.9k |
| GABELLI FUNDS LLC 0.48% of their portfolio | 816.3k $74.9m | Reduced -251.7k |
| ALGEBRIS (UK) LTD 4.69% of their portfolio | 777.9k $71.2m | Added +56.0k |
| CANADA LIFE ASSURANCE Co 0.11% of their portfolio | 749.4k $68.6m | Added +71.7k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.09% of their portfolio | 731.3k $67.1m | Added +116.3k |
| Vident Advisory, LLC 0.49% of their portfolio | 718.1k $65.9m | Reduced -12.1k |
| APG Asset Management N.V. 0.14% of their portfolio | 690.8k $55.5m | Added +213.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.08% of their portfolio | 682.8k $62.7m | Reduced -41.2k |
| LPL Financial LLC 0.01% of their portfolio | 679.4k $62.4m | Added +24.9k |
| Lindsell Train Ltd 2.33% of their portfolio | 667.8k $61.3m | New |
| AMERICAN CENTURY COMPANIES INC 0.03% of their portfolio | 650.4k $59.7m | Reduced -81.0k |
| Long Focus Capital Management, LLC 2.36% of their portfolio | 630.0k $57.8m | Added +138.0k |
| Capital International, Inc./CA/ 0.39% of their portfolio | 610.9k $56.1m | Added +14.3k |
| Mariner, LLC 0.06% of their portfolio | 597.2k $54.8m | Added +10.5k |
| Freestone Grove Partners LP 0.36% of their portfolio | 594.7k $54.6m | Reduced -480.8k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.09% of their portfolio | 577.9k $53.0m | Reduced -13.4k |
| CAPITAL FUND MANAGEMENT S.A. 0.37% of their portfolio | 562.3k $51.6m | Added +299.4k |
| Shaolin Capital Management LLC 2.85% of their portfolio | 547.2k $50.2m | Added +195.2k |
| Rockefeller Capital Management L.P. 0.08% of their portfolio | 544.2k $50.0m | Added +19.1k |
| AVIVA PLC 0.07% of their portfolio | 538.9k $49.5m | Added +2.8k |
| OMERS ADMINISTRATION Corp 0.27% of their portfolio | 497.9k $45.7m | Reduced -197.8k |