DaveManuel.com · Institutional Ownership · Who Owns It
KKR & CO INC (KKR)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,299
Reporting holders
$52.2B
Reported value
61.2%
Of shares outstanding
1.1%
Calls
2.3%
Puts
-4
Holder change
Institutions report 549,714,171 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.
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 |
|---|---|---|---|---|---|
| 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 incl. $12.0M options CALL+PUT | 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 |
| T. Rowe Price Investment Management, Inc. | $519.3M | 5,657,970 | 0.34% | new | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $499.1M | 5,438,163 | 0.07% | 31q | +8.9%+$40.9M |
| 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 incl. $251.7M options CALL+PUT | 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 incl. $209.6M options CALL+PUT | 2,563,798 | 0.05% | 31q | +32.3%+$108.6M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $441.5M | 4,810,331 | 0.04% | 31q | +15.2%+$58.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $435.2M incl. $356.1M options CALL+PUT | 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 incl. $16.9M options CALL+PUT | 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 |
| JPMORGAN CHASE & CO | $299.0M incl. $30.5M options CALL+PUT | 3,019,286 | 0.02% | 31q | -0.6%-$1.8M |
| Bank of New York Mellon Corp | $298.3M | 3,250,288 | 0.05% | 31q | -2.7%-$8.3M |
| UBS Group AG | $264.9M incl. $21.6M options CALL+PUT | 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 incl. $100.1M options PUT | 1,576,480 | 0.05% | 31q | -22.6%-$71.4M |
| MILLENNIUM MANAGEMENT LLC | $234.4M incl. $72.5M options CALL+PUT | 1,763,918 | 0.08% | 31q | -32.7%-$114.0M |
| ROYAL BANK OF CANADA | $231.5M incl. $2.0M options CALL+PUT | 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 incl. $192.7K options CALL | 2,023,020 | 0.03% | 31q | -10.1%-$20.9M |
| 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 | +12.0%+$18.2M |
| GROUP ONE TRADING LLC | $167.8M incl. $123.4M options CALL+PUT | 482,993 | 0.24% | 31q | +44.2%+$51.4M |
| Rathbones Group PLC | $166.8M | 1,816,946 | 0.61% | 25q | -49.8%-$165.6M |
| Point72 Asset Management, L.P. | $162.4M incl. $36.6M options CALL+PUT | 1,370,081 | 0.18% | 7q | +101.8%+$81.9M |
| IMC-Chicago, LLC | $156.9M incl. $148.4M options CALL+PUT | 92,544 | 0.04% | 11q | -54.3%-$186.0M |
| 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 incl. $8.1M options CALL+PUT | 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 incl. $104.2M options CALL+PUT | 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 incl. $3.4M options PUT | 1,085,646 | 0.04% | 31q | +25.4%+$20.9M |
| CITIGROUP INC | $102.5M incl. $8.3M options PUT | 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 incl. $8.9M options CALL+PUT | 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $82.9M | 902,900 | 0.08% | 29q | HELD |
| AMERIPRISE FINANCIAL INC | $80.9M | 886,421 | 0.02% | 31q | +22.2%+$14.7M |
| 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 |
| CANADA LIFE ASSURANCE Co | $68.6M | 749,362 | 0.11% | 31q | +10.6%+$6.6M |
| 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 |
| 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 incl. $4.5M options CALL+PUT | 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 incl. $38.3M options CALL+PUT | 135,472 | 0.07% | 9q | -32.4%-$24.3M |
Showing the largest 100 of 1,301 reported holders. The count of 1,299 above leaves out 2 positions whose reported value failed our price check; they are listed here as filed.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-10-26 | 2026-10-26 | Directors or officers departed or appointed | filing |
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 | 395 | $1.4B | 14,869,501 | 41 | 146 | 106 | 2.7% |
| Q2 2026 | 1,299 | $52.2B | 549,714,171 | 124 | 469 | 452 | 3.4% |
| Q1 2026 | 1,303 | $51.3B | 531,606,749 | 139 | 482 | 436 | 4.1% |
| Q4 2025 | 1,420 | $72.5B | 553,129,307 | 111 | 456 | 480 | 2.8% |
| Q3 2025 | 1,394 | $72.1B | 534,301,969 | 143 | 510 | 399 | 3.7% |
| Q2 2025 | 1,351 | $74.3B | 539,034,319 | 154 | 484 | 426 | 3.5% |
| Q1 2025 | 1,303 | $63.4B | 535,410,993 | 141 | 472 | 414 | 2.5% |
| Q4 2024 | 1,345 | $80.8B | 534,227,974 | 154 | 444 | 404 | 2.2% |
| Q3 2024 | 1,189 | $73.4B | 551,977,107 | 172 | 406 | 333 | 1.8% |
| Q2 2024 | 1,079 | $59.2B | 554,702,186 | 132 | 400 | 289 | 1.5% |
| Q1 2024 | 1,043 | $55.1B | 542,803,890 | 169 | 295 | 339 | 1.1% |
| Q4 2023 | 933 | $43.4B | 514,903,589 | 148 | 245 | 300 | 1.7% |
| Q3 2023 | 808 | $32.7B | 513,459,557 | 100 | 224 | 233 | 1.5% |
| Q2 2023 | 764 | $27.6B | 480,303,844 | 69 | 209 | 252 | 1.4% |
| Q1 2023 | 749 | $26.0B | 488,710,229 | 88 | 195 | 252 | 1.3% |
| Q4 2022 | 736 | $23.0B | 484,273,204 | 78 | 191 | 248 | 2.3% |
| Q3 2022 | 700 | $40.7B | 940,640,764 | 62 | 193 | 228 | 0.6% |
| Q2 2022 | 718 | $43.1B | 923,973,213 | 63 | 235 | 235 | 0.8% |
| Q1 2022 | 777 | $50.9B | 862,211,646 | 79 | 265 | 236 | 0.9% |
| Q4 2021 | 829 | $69.0B | 920,465,769 | 106 | 241 | 245 | 0.7% |
| Q3 2021 | 735 | $56.3B | 920,904,959 | 87 | 242 | 189 | 0.4% |
| Q2 2021 | 697 | $48.3B | 813,125,696 | 89 | 209 | 189 | 0.4% |
| Q1 2021 | 641 | $46.1B | 940,818,525 | 87 | 173 | 196 | 0.2% |
| Q4 2020 | 594 | $38.8B | 950,547,667 | 70 | 159 | 177 | 0.6% |
| Q3 2020 | 537 | $32.3B | 936,696,048 | 82 | 123 | 159 | 0.6% |
| Q2 2020 | 492 | $32.2B | 1,033,760,122 | 81 | 115 | 158 | 0.7% |
| Q1 2020 | 472 | $27.7B | 1,170,048,966 | 59 | 146 | 159 | 0.9% |
| Q4 2019 | 498 | $30.5B | 1,036,244,740 | 57 | 127 | 137 | 1.0% |
| Q3 2019 | 451 | $21.9B | 804,483,102 | 60 | 115 | 144 | 1.3% |
| Q2 2019 | 442 | $23.2B | 903,508,406 | 82 | 119 | 129 | 1.4% |
| Q1 2019 | 412 | $19.2B | 810,222,992 | 80 | 120 | 96 | 1.0% |
| Q4 2018 | 367 | $17.9B | 899,047,688 | 6 | 9 | 4 | 1.5% |