DaveManuel.com · Institutional Ownership · Who Owns It
KKR & CO INC (KKRPRD)
Institutional ownership reported to the SEC as of Q2 2026, across 7 quarters.
72
Reporting holders
$2.0B
Reported value
0.0%
Calls
0.0%
Puts
-6
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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 | +80.7%+$17.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $38.6M | 969,766 | 0.05% | 5q | -21.0%-$10.3M |
| STATE STREET CORP | $31.4M | 795,139 | 0.00% | 6q | +17.9%+$4.8M |
| 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 | |
| Thrivent Financial for Lutherans | $15.8M | 397,455 | 0.03% | 5q | 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 |
| PIER 88 INVESTMENT PARTNERS LLC | $9.4M | 235,810 | 2.23% | 5q | HELD |
| 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 |
| LORD, ABBETT & CO. LLC | $6.2M | 155,838 | 0.02% | 6q | -1.1%-$70.6K |
| CREDIT INDUSTRIEL ET COMMERCIAL | $5.9M | 150,000 | 0.38% | 5q | HELD |
| Russell Investments Group, Ltd. | $5.5M | 6,920,750? | 0.00% | 6q | |
| 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 |
| Penserra Capital Management LLC | $2.6M | 65,582 | 0.02% | 5q | +14.1%+$323.5K |
| 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 |
| HRT FINANCIAL LP | $1.6M | 39,581 | 0.00% | new | NEW |
| AEGON USA Investment Management, LLC | $1.5M | 37,400 | 1.05% | 5q | HELD |
| 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 |
| WELLS FARGO & COMPANY/MN | $566.0K | 14,203 | 0.00% | 6q | -7.5%-$45.7K |
| 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 |
| Janney Montgomery Scott LLC | $347.0K | 8,705 | 0.00% | 2q | +21.7%+$61.8K |
| 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 |
| Anchor Investment Management, LLC | $17.1K | 430 | 0.00% | 2q | HELD |
| LANARK FINANCIAL, INC. | $8.6K | 215 | 0.00% | new | NEW |
| LAZARD ASSET MANAGEMENT LLC | $1.1K | 144,190? | 0.00% | 6q | |
| 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 5 | $3.6M | 86,065 | 0 | 4 | 0 | 0.0% |
| Q2 2026 | 72 | $2.0B | 50,725,576 | 11 | 24 | 15 | 0.0% |
| Q1 2026 | 78 | $2.0B | 49,146,809 | 23 | 28 | 20 | 0.0% |
| Q4 2025 | 74 | $2.5B | 47,797,826 | 10 | 23 | 25 | 0.0% |
| Q3 2025 | 77 | $2.5B | 47,114,079 | 8 | 30 | 20 | 0.0% |
| Q2 2025 | 76 | $2.3B | 42,409,181 | 22 | 23 | 22 | 0.0% |
| Q1 2025 | 68 | $2.6B | 52,122,334 | 67 | 0 | 0 | 0.0% |