KKR Institutional Ownership
KKR & Co. Inc.
1W: +5.3%
1M: -5.2%
3M: -10.6%
YTD: -28.8%
1Y: -24.1%
3Y: +67.2%
5Y: +41.5%
$91.92
+0.30 (+0.33%)
After Hours: $92.00 (+0.08, +0.09%)
Weekly Expected Move ±4.6%
$83
$87
$91
$96
$100
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $33.4M held by 84 funds, 112 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — KKR
1,410
Institutional Holders
-135 vs prior quarter
0.0%
Ownership
+0.00pp
$49B
Total Invested
136
New Positions
504
Increased
588
Reduced
125
Closed
0.98
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1616 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 45,188,181 | $4.1B | +568,249 | +1.3% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 44,564,501 | $4.1B | +538,603 | +1.2% | 2Q | SEC ↗ |
| 3 | Capital International Investors | 36,389,402 | $3.3B | +1,255,361 | +3.6% | 26Q | SEC ↗ |
| 4 | STATE STREET CORP | 29,293,443 | $2.7B | +780,593 | +2.7% | 32Q | SEC ↗ |
| 5 | FMR LLC | 21,566,484 | $2.0B | +3,240,545 | +17.7% | 32Q | SEC ↗ |
| 6 | PRINCIPAL FINANCIAL GROUP INC | 19,677,109 | $1.8B | +169,368 | +0.9% | 32Q | SEC ↗ |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 15,611,391 | $1.4B | +205,250 | +1.3% | 32Q | SEC ↗ |
| 8 | Capital Research Global Investors | 14,708,910 | $1.3B | -2,070,189 | -12.3% | 13Q | SEC ↗ |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | 14,569,959 | $1.3B | -3,333,226 | -18.6% | 14Q | SEC ↗ |
| 10 | NORGES BANK NEW | 13,798,499 | $1.3B | — | +0.0% | 1Q | SEC ↗ |
| 11 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 10,616,489 | $973M | -3,733,544 | -26.0% | 20Q | SEC ↗ |
| 12 | Invesco Ltd. | 10,269,796 | $941M | +283,788 | +2.8% | 32Q | SEC ↗ |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 10,181,852 | $933M | +203,196 | +2.0% | 2Q | SEC ↗ |
| 14 | FIRST MANHATTAN CO. LLC. | 9,416,070 | $863M | +21,903 | +0.2% | 15Q | SEC ↗ |
| 15 | MORGAN STANLEY | 9,004,913 | $825M | +531,260 | +6.3% | 32Q | SEC ↗ |
| 16 | MANUFACTURERS LIFE INSURANCE COMPANY, | 8,900,144 | $815M | +794,566 | +9.8% | 32Q | SEC ↗ |
| 17 | Dodge & Cox NEW | 8,060,515 | $739M | — | +0.0% | 1Q | SEC ↗ |
| 18 | BANK OF AMERICA CORP /DE | 7,898,444 | $724M | -2,703,231 | -25.5% | 15Q | SEC ↗ |
| 19 | Capital World Investors | 7,775,190 | $712M | -816,248 | -9.5% | 22Q | SEC ↗ |
| 20 | GOLDMAN SACHS GROUP INC | 6,335,421 | $580M | +849,960 | +15.5% | 15Q | SEC ↗ |
| 21 | NORTHERN TRUST CORP | 5,991,104 | $549M | +41,963 | +0.7% | 32Q | SEC ↗ |
| 22 | T. Rowe Price Investment Management, I NEW | 5,657,970 | $518M | — | +0.0% | 1Q | SEC ↗ |
| 23 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 5,438,163 | $498M | +446,166 | +8.9% | 15Q | SEC ↗ |
| 24 | Sixth Street Partners Management Compa NEW | 5,438,163 | $498M | — | +0.0% | 1Q | SEC ↗ |
| 25 | Legal & General Group Plc | 5,129,423 | $470M | +181,941 | +3.7% | 27Q | SEC ↗ |
| 26 | BROWN ADVISORY INC | 5,046,956 | $462M | -986,008 | -16.3% | 32Q | SEC ↗ |
| 27 | PRICE T ROWE ASSOCIATES INC /MD | 4,810,331 | $441M | +635,488 | +15.2% | 16Q | SEC ↗ |
| 28 | VAN LANSCHOT KEMPEN INVESTMENT MANAGEM | 4,396,085 | $403M | +52,356 | +1.2% | 14Q | SEC ↗ |
| 29 | FARALLON CAPITAL MANAGEMENT, L.L.C. | 4,118,300 | $377M | -553,500 | -11.8% | 3Q | SEC ↗ |
| 30 | VANGUARD FIDUCIARY TRUST CO | 3,887,685 | $356M | +15,719 | +0.4% | 2Q | SEC ↗ |
| 31 | Temasek Holdings (Private) Ltd | 3,669,339 | $336M | +146,542 | +4.2% | 6Q | SEC ↗ |
| 32 | ValueAct Holdings, L.P. | 3,558,200 | $326M | +278,500 | +8.5% | 2Q | SEC ↗ |
| 33 | UBS AM, a distinct business unit of UB | 3,461,541 | $317M | +55,489 | +1.6% | 32Q | SEC ↗ |
| 34 | D. E. Shaw & Co., Inc. | 3,429,914 | $314M | -514,663 | -13.0% | 6Q | SEC ↗ |
| 35 | Bank of New York Mellon Corp | 3,250,288 | $298M | -90,322 | -2.7% | 32Q | SEC ↗ |
| 36 | JPMORGAN CHASE & CO | 3,019,286 | $277M | -18,337 | -0.6% | 32Q | SEC ↗ |
| 37 | AQR CAPITAL MANAGEMENT LLC | 2,703,366 | $248M | -364,143 | -11.9% | 12Q | SEC ↗ |
| 38 | UBS Group AG | 2,650,579 | $243M | -718,889 | -21.3% | 32Q | SEC ↗ |
| 39 | CITADEL ADVISORS LLC | 2,563,798 | $235M | +626,083 | +32.3% | 28Q | SEC ↗ |
| 40 | ROYAL BANK OF CANADA | 2,499,781 | $229M | +169,960 | +7.3% | 32Q | SEC ↗ |
| 41 | Amundi | 2,382,672 | $218M | -1,343,368 | -36.1% | 21Q | SEC ↗ |
| 42 | FRANKLIN RESOURCES INC | 2,367,329 | $217M | -240,086 | -9.2% | 22Q | SEC ↗ |
| 43 | Nuveen, LLC | 2,316,882 | $212M | +44,208 | +1.9% | 6Q | SEC ↗ |
| 44 | JANE STREET GROUP, LLC | 2,300,701 | $211M | +629,615 | +37.7% | 5Q | SEC ↗ |
| 45 | Assenagon Asset Management S.A. | 2,206,445 | $202M | +1,090,403 | +97.7% | 20Q | SEC ↗ |
| 46 | WELLS FARGO & COMPANY/MN | 2,023,020 | $185M | -227,278 | -10.1% | 32Q | SEC ↗ |
| 47 | DIMENSIONAL FUND ADVISORS LP | 1,946,405 | $178M | +141,837 | +7.9% | 29Q | SEC ↗ |
| 48 | Ensign Peak Advisors, Inc | 1,846,999 | $169M | +198,535 | +12.0% | 22Q | SEC ↗ |
| 49 | Rathbones Group PLC | 1,816,946 | $166M | +6,134 | +0.3% | 25Q | SEC ↗ |
| 50 | MILLENNIUM MANAGEMENT LLC | 1,763,918 | $162M | -858,082 | -32.7% | 31Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 13,798,499 | $1.3B |
| Dodge & Cox | 8,060,515 | $739M |
| T. Rowe Price Investment Management | 5,657,970 | $518M |
| Sixth Street Partners Management Co | 5,438,163 | $498M |
| Qube Research & Technologies Ltd | 999,184 | $92M |
| Lindsell Train Ltd | 667,780 | $61M |
| Rokos Capital Management LLP | 421,705 | $39M |
| Trexquant Investment LP | 195,398 | $18M |
| Zurich Insurance Group Ltd/FI | 151,887 | $14M |
| Nykredit A/S | 149,987 | $14M |
| SummitTX Capital, L.P. | 117,574 | $11M |
| XTX Topco Ltd | 108,496 | $10M |
| KR Capital LP | 104,482 | $10M |
| LOGAN CAPITAL MANAGEMENT INC | 91,771 | $8M |
| HRT FINANCIAL LP | 75,601 | $7M |
| Gibraltar Capital Management, Inc. | 62,269 | $6M |
| TWINBEECH CAPITAL LP | 57,000 | $5M |
| Jupiter Topco LLC | 54,481 | $5M |
| Edgestream Partners, L.P. | 51,480 | $5M |
| Kentucky Retirement Systems | 42,813 | $4M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Winslow Capital Management, LLC | 2,114,593 | $194M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | 558,136 | $51M |
| Junto Capital Management LP | 518,938 | $48M |
| River Road Asset Management, LLC | 375,494 | $34M |
| Longaeva Partners L.P. | 349,327 | $32M |
| Skandinaviska Enskilda Banken AB (p | 258,127 | $24M |
| RENAISSANCE TECHNOLOGIES LLC | 257,350 | $24M |
| OCO Capital Partners, L.P. | 235,000 | $22M |
| Quadrature Capital Ltd | 210,470 | $19M |
| Alyeska Investment Group, L.P. | 201,816 | $18M |
| Governors Lane LP | 186,636 | $17M |
| LONE PINE CAPITAL LLC | 179,308 | $16M |
| Alpine Global Management, LLC | 162,294 | $15M |
| Jain Global LLC | 144,693 | $13M |
| Sone Capital Management, LLC | 133,044 | $12M |
| BOWEN HANES & CO INC | 119,195 | $11M |
| Dilation Capital Management LP | 113,565 | $10M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 104,000 | $10M |
| NATIXIS | 102,207 | $9M |
| DE BURLO GROUP INC | 95,200 | $9M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| FMR LLC | +3,240,545 | +17.7% | 21,566,484 |
| Capital International Investors | +1,255,361 | +3.6% | 36,389,402 |
| Assenagon Asset Management S.A. | +1,090,403 | +97.7% | 2,206,445 |
| GOLDMAN SACHS GROUP INC | +849,960 | +15.5% | 6,335,421 |
| MANUFACTURERS LIFE INSURANCE COMPAN | +794,566 | +9.8% | 8,900,144 |
| STATE STREET CORP | +780,593 | +2.7% | 29,293,443 |
| Alecta Tjanstepension Omsesidigt | +762,300 | +103.1% | 1,502,000 |
| Point72 Asset Management, L.P. | +691,041 | +101.8% | 1,370,081 |
| PRICE T ROWE ASSOCIATES INC /MD | +635,488 | +15.2% | 4,810,331 |
| JANE STREET GROUP, LLC | +629,615 | +37.7% | 2,300,701 |
| CITADEL ADVISORS LLC | +626,083 | +32.3% | 2,563,798 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +605,381 | +68.0% | 1,495,163 |
| BlackRock, Inc. | +568,249 | +1.3% | 45,188,181 |
| VANGUARD CAPITAL MANAGEMENT LLC | +538,603 | +1.2% | 44,564,501 |
| MORGAN STANLEY | +531,260 | +6.3% | 9,004,913 |
| Empower Advisory Group, LLC | +496,964 | +138.3% | 856,367 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +446,166 | +8.9% | 5,438,163 |
| Schonfeld Strategic Advisors LLC | +375,790 | +6118.4% | 381,932 |
| CANADA PENSION PLAN INVESTMENT BOAR | +316,086 | +49.3% | 956,842 |
| CAPITAL FUND MANAGEMENT S.A. | +299,374 | +113.9% | 562,277 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO | -3,733,544 | -26.0% | 10,616,489 |
| WELLINGTON MANAGEMENT GROUP LLP | -3,333,226 | -18.6% | 14,569,959 |
| Balyasny Asset Management L.P. | -2,906,476 | -99.4% | 17,638 |
| BANK OF AMERICA CORP /DE | -2,703,231 | -25.5% | 7,898,444 |
| Capital Research Global Investors | -2,070,189 | -12.3% | 14,708,910 |
| Amundi | -1,343,368 | -36.1% | 2,382,672 |
| BROWN ADVISORY INC | -986,008 | -16.3% | 5,046,956 |
| MILLENNIUM MANAGEMENT LLC | -858,082 | -32.7% | 1,763,918 |
| Capital World Investors | -816,248 | -9.5% | 7,775,190 |
| NEUBERGER BERMAN GROUP LLC | -784,431 | -90.8% | 79,394 |
| UBS Group AG | -718,889 | -21.3% | 2,650,579 |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | -553,500 | -11.8% | 4,118,300 |
| DEUTSCHE BANK AG | -534,345 | -24.8% | 1,618,481 |
| Holocene Advisors, LP | -532,353 | -56.2% | 415,002 |
| D. E. Shaw & Co., Inc. | -514,663 | -13.0% | 3,429,914 |
| Freestone Grove Partners LP | -480,825 | -44.7% | 594,658 |
| BARCLAYS PLC | -459,869 | -22.6% | 1,576,480 |
| JONES FINANCIAL COMPANIES LLLP | -405,168 | -63.4% | 233,669 |
| NATIXIS ADVISORS, LLC | -390,663 | -57.4% | 289,443 |
| AQR CAPITAL MANAGEMENT LLC | -364,143 | -11.9% | 2,703,366 |