KKR & Co. Inc. (KKR) Institutional Ownership

$95.54
+0.67 (+0.71%)
(As of 04/26/2024 08:52 PM ET)

Institutional Ownership Changes (13F Filings) for KKR & Co. Inc. (NYSE:KKR)

Current
Institutional Ownership
Percentage
76.26%
Number of
Institutional Buyers
(last 12 months)
433
Total
Institutional Inflows
(last 12 months)
$3.75B
Number of
Institutional Sellers
(last 12 months)
308
Total
Institutional Outflows
(last 12 months)
$2.40B
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KKR Institutional Buying and Selling by Quarter

KKR & Co. Inc. Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024 Pinnacle Associates Ltd.19,588$1.97M0.0%+0.8%0.002%
4/26/2024 UMB Bank n.a.2,225$224K0.0%-41.4%0.000%
4/26/2024 Yousif Capital Management LLC8,679$873K0.0%+9.5%0.001%
4/26/2024 First National Trust Co2,370$238K0.0%N/A0.000%
4/26/2024 SYSTM Wealth Solutions LLC10,121$1.02M0.1%+22.1%0.001%
4/26/2024 Mesirow Financial Investment Management Inc.40,363$4.06M0.1%N/A0.005%
4/25/2024 Adell Harriman & Carpenter Inc.225,366$22.67M1.9%+0.2%0.025%
4/25/2024 Bank of New York Mellon Corp2,451,374$246.56M0.0%-12.3%0.277%
4/25/2024 Equitable Trust Co.109,122$10.98M0.8%-5.6%0.012%
4/25/2024 Professional Financial Advisors LLC13,345$1.34M0.4%N/A0.002%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 190,704$19.18M0.1%-15.7%0.022%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund133,675$13.45M0.1%+0.5%0.015%
4/25/2024 Aaron Wealth Advisors LLC2,644$266K0.0%N/A0.000%
4/25/2024 Valeo Financial Advisors LLC3,711$359K0.0%+15.7%0.000%
4/25/2024 Summit Financial LLC3,415$343K0.0%-7.6%0.000%
4/25/2024 Cambridge Investment Research Advisors Inc.98,568$9.91M0.0%-1.4%0.011%
4/24/2024 U S Global Investors Inc.12,150$1.22M0.1%-16.5%0.001%
4/24/2024 SOL Capital Management CO129,712$13.05M1.6%+0.5%0.015%
4/24/2024 Simplicity Wealth LLC28,214$2.84M0.1%N/A0.003%
4/24/2024 Childress Capital Advisors LLC2,476$249K0.1%-17.5%0.000%
4/24/2024 Avitas Wealth Management LLC34,869$3.51M0.5%-1.2%0.004%
4/24/2024 Spire Wealth Management11,875$1.19M0.0%+5.4%0.001%
4/24/2024 Essex Financial Services Inc.15,581$1.57M0.1%+6.2%0.002%
4/24/2024 Assenagon Asset Management S.A.65,498$6.59M0.0%+487.3%0.007%
4/23/2024 Cookson Peirce & Co. Inc.115,349$11.60M0.6%-0.8%0.013%
4/23/2024 United Asset Strategies Inc.21,139$2.13M0.2%-4.2%0.002%
4/23/2024 Rational Advisors LLC46,300$4.66M0.4%+21,947.6%0.005%
4/23/2024 Amalgamated Bank38,947$3.92M0.0%-35.8%0.004%
4/23/2024 Fifth Third Bancorp24,631$2.48M0.0%+1,326.2%0.003%
4/23/2024 Summit Trail Advisors LLC5,881$592K0.0%+33.4%0.001%
4/23/2024 Cigna Investments Inc. New6,891$693K0.1%-1.6%0.001%
4/23/2024 Strategic Blueprint LLC50,174$5.05M0.4%-20.9%0.006%
4/23/2024 Raymond James Financial Services Advisors Inc.79,086$7.95M0.0%+13.6%0.009%
4/23/2024 Sapient Capital LLC352,360$35.44M0.8%+11,288.5%0.040%
4/22/2024 Byrne Asset Management LLC25,576$2.57M1.8%N/A0.003%
4/22/2024 Drive Wealth Management LLC2,239$225K0.1%N/A0.000%
4/22/2024 Raymond James & Associates1,423,400$143.17M0.1%+43.0%0.161%
4/22/2024 IFM Investors Pty Ltd116,953$11.76M0.1%-1.8%0.013%
4/19/2024 ZRC Wealth Management LLC1,025$103K0.1%-32.8%0.000%
4/19/2024 First Trust Direct Indexing L.P.6,022$606K0.0%-29.2%0.001%
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4/19/2024 Advisor Resource Council9,953$1.00M0.4%N/A0.001%
4/19/2024 Norden Group LLC3,344$336K0.0%N/A0.000%
4/19/2024 Valley National Advisers Inc.1,282$128K0.0%+62.5%0.000%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.1,366,999$137.49M0.1%-0.7%0.154%
4/18/2024 MBM Wealth Consultants LLC2,165$218K0.1%N/A0.000%
4/18/2024 Allspring Global Investments Holdings LLC14,380$1.45M0.0%+227.0%0.002%
4/18/2024 Hexagon Capital Partners LLC2,423$244K0.1%-5.8%0.000%
4/18/2024 O ROURKE & COMPANY Inc44,647$4.49M2.6%+2.4%0.005%
4/18/2024 Aviance Capital Partners LLC2,137$215K0.0%-22.5%0.000%
4/18/2024 Mirador Capital Partners LP91,586$9.21M1.8%-20.4%0.010%
4/17/2024 First Bank & Trust6,432$647K0.1%+13.7%0.001%
4/16/2024 Garrison Bradford & Associates Inc.2,251$226K0.2%N/A0.000%
4/16/2024 Hodges Capital Management Inc.3,516$354K0.0%-12.4%0.000%
4/16/2024 Webster Bank N. A.1,751$176K0.0%-9.4%0.000%
4/16/2024 Firethorn Wealth Partners LLC7,389$743K0.4%-4.3%0.001%
4/16/2024 Sendero Wealth Management LLC20,332$2.05M0.4%-62.7%0.002%
4/16/2024 Register Financial Advisors LLC3,991$401K0.2%-10.1%0.000%
4/16/2024 Fifth Third Wealth Advisors LLC2,110$212K0.0%N/A0.000%
4/16/2024 Jessup Wealth Management Inc45,863$4.61M2.0%-7.8%0.005%
4/16/2024 Wealth Enhancement Advisory Services LLC143,610$14.44M0.0%+352.6%0.016%
4/16/2024 Procyon Advisors LLC23,489$2.36M0.2%-5.0%0.003%
4/16/2024 First National Bank Sioux Falls13,888$1.40M0.8%-1.0%0.002%
4/15/2024 Benin Management CORP2,000$201K0.1%N/A0.000%
4/15/2024 Atlas Capital Advisors LLC15,952$1.60M0.3%+18.8%0.002%
4/15/2024 CIC Wealth LLC5,885$592K0.2%+29.2%0.001%
4/15/2024 Chemistry Wealth Management LLC10,961$1.10M0.3%+1.5%0.001%
4/15/2024 CFM Wealth Partners LLC17,148$1.73M0.3%+30.3%0.002%
4/15/2024 Kingswood Wealth Advisors LLC33,953$3.42M0.4%-0.7%0.004%
4/12/2024 Riverview Trust Co273$27K0.0%N/A0.000%
4/12/2024 Global Assets Advisory LLC65,000$6.54M0.0%N/A0.007%
4/11/2024 International Assets Investment Management LLC2,308$231K0.0%-98.7%0.000%
4/11/2024 Douglas Lane & Associates LLC8,590$864K0.0%-24.7%0.001%
4/11/2024 &PARTNERS2,708$272K0.0%N/A0.000%
4/11/2024 MJP Associates Inc. ADV5,466$550K0.1%N/A0.001%
4/11/2024 Gulf International Bank UK Ltd49,761$5.00M0.1%+0.7%0.006%
4/11/2024 Guinness Asset Management LTD5,906$594K0.0%-15.2%0.001%
4/11/2024 RFG Advisory LLC7,326$737K0.0%+192.6%0.001%
4/11/2024 Capital CS Group LLC6,689$673K0.6%N/A0.001%
4/11/2024Private Capital Management LLC606,707$50.27M10.1%-8.1%0.069%
4/11/2024 BTC Capital Management Inc.2,050$206K0.0%N/A0.000%
4/10/2024 Triangle Securities Wealth Management76,561$7.70M2.2%-7.5%0.009%
4/10/2024 Park Avenue Securities LLC11,426$1.15M0.0%N/A0.001%
4/10/2024 Lantz Financial LLC2,111$212K0.1%N/A0.000%
4/10/2024 Wedmont Private Capital2,263$227K0.0%N/A0.000%
4/10/2024 Perennial Advisors LLC119,209$11.99M2.8%-2.3%0.013%
4/10/2024 Fulton Bank N.A.13,568$1.37M0.1%+1.5%0.002%
4/9/2024 Curbstone Financial Management Corp39,548$3.98M0.9%-7.1%0.004%
4/8/2024Emprise Bank4,681$471K0.3%N/A0.001%
4/5/2024 Chickasaw Capital Management LLC102,308$10.29M0.5%-0.4%0.012%
4/5/2024 GAMMA Investing LLC7,593$764K0.2%+4.0%0.001%
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4/4/2024 Moody National Bank Trust Division19,845$2.00M0.2%+1.5%0.002%
4/3/2024 Duncan Williams Asset Management LLC13,701$1.38M1.2%N/A0.002%
4/3/2024 Campbell Capital Management Inc.82,764$8.32M3.7%-1.2%0.009%
4/1/2024 Canandaigua National Bank & Trust Co.9,614$967K0.1%-18.3%0.001%
4/1/2024 Cacti Asset Management LLC42,630$4.29M0.3%-11.4%0.005%
3/26/2024HighPoint Advisor Group LLC4,851$402K0.0%N/A0.001%
3/25/2024Quadrature Capital Ltd47,456$3.93M0.1%N/A0.005%
3/22/2024PNC Financial Services Group Inc.178,592$14.80M0.0%-4.2%0.020%
3/21/2024Grayhawk Investment Strategies Inc.11,174$926K0.5%N/A0.001%
3/15/2024B. Riley Wealth Advisors Inc.19,600$1.62M0.0%-0.9%0.002%
(Data available from 1/1/2016 forward)

KKR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KKR shares?

During the previous two years, 829 institutional investors and hedge funds held shares of KKR & Co. Inc.. The most heavily invested institutionals were Capital International Investors ($3.55B), Vanguard Group Inc. ($3.45B), Principal Financial Group Inc. ($1.99B), Scissortail Wealth Management LLC ($1.54B), Akre Capital Management LLC ($1.38B), Wellington Management Group LLP ($1.34B), and Capital World Investors ($1.28B).Learn more on KKR's institutional investors.

What percentage of KKR & Co. Inc. stock is owned by institutional investors?

76.26% of KKR & Co. Inc. stock is owned by institutional investors. Learn more on KKR's institutional investor holdings.

Which institutional investors have been buying KKR & Co. Inc. stock?

Of the 672 institutional investors that purchased KKR & Co. Inc. stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wellington Management Group LLP ($14.93M), Norges Bank ($7.84M), Vanguard Group Inc. ($5.51M), Jennison Associates LLC ($4.25M), Winslow Capital Management LLC ($4.16M), ValueAct Holdings L.P. ($3.85M), and Principal Financial Group Inc. ($3.04M).

How much institutional buying is happening at KKR & Co. Inc.?

Institutional investors have bought a total of 87,149,179 shares in the last 24 months. This purchase volume represents approximately $5.57B in transactions.

Which KKR & Co. Inc. major shareholders have been selling company stock?

Of the 462 institutional investors that sold KKR & Co. Inc. stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($16.21M), Jennison Associates LLC ($9.98M), ValueAct Holdings L.P. ($5.47M), Egerton Capital UK LLP ($3.80M), The Manufacturers Life Insurance Company ($3.70M), Vulcan Value Partners LLC ($2.69M), and Ariel Investments LLC ($2.52M).

How much institutional selling is happening at KKR & Co. Inc.?

Institutional investors have sold a total of 87,579,019 shares in the last 24 months. This volume of shares sold represents approximately $4.93B in transactions.


This page (NYSE:KKR) was last updated on 4/29/2024 by MarketBeat.com Staff

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