KKR & Co. Inc. (KKR) Institutional Ownership

$118.51

+1.80 (+1.54%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 76.26%
Number of Institutional Buyers (last 12 months): 459
Total Institutional Inflows (last 12 months): $4.28B

Number of Institutional Sellers (last 12 months): 318
Total Institutional Outflows (last 12 months): $2.68B

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KKR Institutional Buying and Selling by Quarter

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KKR & Co. Inc. Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/27/2024	Northeast Investment Management	12,800	$1.35M	0.1%	+8.5%	0.001%
7/27/2024	Zimmermann Investment Management & Planning LLC	13,146	$1.38M	0.5%	+7.6%	0.001%
7/26/2024	Iridian Asset Management LLC CT	40,161	$4.23M	1.0%	-30.4%	0.005%
7/26/2024	Jessup Wealth Management Inc	44,783	$4.71M	2.0%	-2.4%	0.005%
7/26/2024	Checchi Capital Advisers LLC	24,329	$2.56M	0.1%	+1.5%	0.003%
7/26/2024	Atomi Financial Group Inc.	3,570	$376K	0.0%	+71.2%	0.000%
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7/26/2024	Cambridge Investment Research Advisors Inc.	97,102	$10.22M	0.0%	-1.5%	0.011%
7/26/2024	Summit Securities Group LLC	503	$53K	0.0%	N/A	0.000%
7/26/2024	RiverPark Advisors LLC	19,403	$2.04M	1.7%	-5.9%	0.002%
7/26/2024	Signature Estate & Investment Advisors LLC	2,501	$263K	0.0%	N/A	0.000%
7/26/2024	Allspring Global Investments Holdings LLC	42,438	$4.47M	0.0%	+195.1%	0.005%
7/26/2024	Rational Advisors LLC	31,900	$3.36M	0.3%	-31.1%	0.004%
7/26/2024	AlphaCentric Advisors LLC	706	$74K	0.1%	N/A	0.000%
7/26/2024	Bank of New York Mellon Corp	4,036,821	$424.84M	0.1%	+64.7%	0.455%
7/26/2024	Catalyst Capital Advisors LLC	2,380	$250K	0.0%	+1,033.3%	0.000%
7/25/2024	Raymond James Trust N.A.	14,782	$1.56M	0.0%	-13.2%	0.002%
7/25/2024	Highland Capital Management LLC	11,882	$1.25M	0.1%	-16.6%	0.001%
7/25/2024	Calamos Advisors LLC	125,665	$13.23M	0.1%	+0.7%	0.014%
7/25/2024	Calamos Wealth Management LLC	3,857	$406K	0.0%	-14.8%	0.000%
7/25/2024	Aries Wealth Management	9,484	$998K	0.3%	+5.8%	0.001%
7/25/2024	Institute for Wealth Management LLC.	7,654	$806K	0.1%	-1.4%	0.001%
7/24/2024	LRI Investments LLC	919	$97K	0.0%	-24.8%	0.000%
7/24/2024	Retirement Systems of Alabama	146,815	$15.45M	0.1%	N/A	0.017%
7/24/2024	West Oak Capital LLC	625	$66K	0.0%	+400.0%	0.000%
7/24/2024	Van Lanschot Kempen Investment Management N.V.	3,614,991	$380.44M	4.3%	+3.7%	0.407%
7/24/2024	Avitas Wealth Management LLC	34,470	$3.63M	0.5%	-1.1%	0.004%
7/24/2024	Premier Path Wealth Partners LLC	4,231	$445K	0.1%	+2.4%	0.000%
7/24/2024	New York State Teachers Retirement System	474,303	$49.92M	0.1%	N/A	0.053%
7/24/2024	Catalyst Private Wealth LLC	2,869	$302K	0.2%	N/A	0.000%
7/24/2024	Louisiana State Employees Retirement System	37,700	$3.97M	0.1%	N/A	0.004%
7/24/2024	&PARTNERS	7,576	$797K	0.0%	+179.8%	0.001%
7/24/2024	U S Global Investors Inc.	20,450	$2.15M	0.2%	+68.3%	0.002%
7/23/2024	Trust Co of Kansas	3,593	$378K	0.2%	N/A	0.000%
7/23/2024	SOL Capital Management CO	130,733	$13.76M	1.7%	+0.8%	0.015%
7/23/2024	American National Bank	351	$37K	0.0%	+202.6%	0.000%
7/23/2024	Perennial Advisors LLC	117,478	$12.36M	2.8%	-1.5%	0.013%
7/23/2024	Fifth Third Wealth Advisors LLC	7,181	$756K	0.1%	+240.3%	0.001%
7/22/2024	Atria Wealth Solutions Inc.	105,267	$11.08M	0.1%	-13.1%	0.012%
7/22/2024	Aaron Wealth Advisors LLC	3,231	$340K	0.0%	+22.2%	0.000%
7/22/2024	Fifth Third Bancorp	32,325	$3.40M	0.0%	+31.2%	0.004%
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7/22/2024	Summit Global Investments	2,022	$213K	0.0%	N/A	0.000%
7/22/2024	Chevy Chase Trust Holdings LLC	365,835	$38.50M	0.1%	+14,480.9%	0.041%
7/22/2024	Carnegie Investment Counsel	5,500	$579K	0.0%	-4.5%	0.001%
7/22/2024	Perfromance Wealth Partners LLC	221,658	$23.33M	0.9%	+234.2%	0.025%
7/22/2024	Dakota Wealth Management	13,810	$1.45M	0.0%	+14.3%	0.002%
7/20/2024	First Horizon Advisors Inc.	3,124	$329K	0.0%	-28.2%	0.000%
7/20/2024	Nisa Investment Advisors LLC	57,290	$6.03M	0.0%	+0.9%	0.006%
7/19/2024	Raymond James & Associates	962,029	$101.24M	0.1%	-32.4%	0.108%
7/19/2024	TCW Group Inc.	113,454	$11.94M	0.1%	N/A	0.013%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	1,361,129	$143.25M	0.1%	-0.4%	0.153%
7/19/2024	Franklin Street Advisors Inc. NC	17,547	$1.85M	0.1%	+1.0%	0.002%
7/19/2024	CFM Wealth Partners LLC	21,655	$2.28M	0.4%	+26.3%	0.002%
7/18/2024	Blue Trust Inc.	2,712	$273K	0.0%	+40.8%	0.000%
7/18/2024	Baker Tilly Wealth Management LLC	5,244	$552K	0.2%	+2.1%	0.001%
7/18/2024	Sawgrass Asset Management LLC	9,696	$1.02M	0.1%	+13.3%	0.001%
7/18/2024	TriaGen Wealth Management LLC	10,027	$1.06M	0.4%	N/A	0.001%
7/18/2024	Coronation Fund Managers Ltd.	54,490	$5.74M	0.2%	-39.9%	0.006%
7/18/2024	Private Capital Management LLC	489,822	$49.27M	8.9%	-19.3%	0.055%
7/18/2024	Assenagon Asset Management S.A.	14,334	$1.51M	0.0%	-78.1%	0.002%
7/18/2024	O ROURKE & COMPANY Inc	45,130	$4.75M	2.7%	+1.1%	0.005%
7/18/2024	Valley National Advisers Inc.	1,525	$160K	0.0%	+19.0%	0.000%
7/18/2024	Professional Financial Advisors LLC	13,548	$1.43M	0.4%	+1.5%	0.002%
7/18/2024	Swedbank AB	65,432	$6.89M	0.0%	+33.5%	0.007%
7/17/2024	Community Trust & Investment Co.	79,829	$8.40M	0.6%	-0.7%	0.009%
7/17/2024	Meadow Creek Wealth Advisors LLC	2,838	$299K	0.3%	+6.7%	0.000%
7/17/2024	James J. Burns & Company LLC	12,033	$1.27M	0.2%	N/A	0.001%
7/17/2024	SteelPeak Wealth LLC	2,299	$242K	0.0%	-6.7%	0.000%
7/16/2024	Envestnet Portfolio Solutions Inc.	26,628	$2.80M	0.0%	+4.2%	0.003%
7/16/2024	PGGM Investments	7,460	$785K	0.0%	-42.1%	0.001%
7/16/2024	ORG Partners LLC	2,421	$253K	0.0%	N/A	0.000%
7/16/2024	V Square Quantitative Management LLC	2,019	$212K	0.0%	N/A	0.000%
7/16/2024	Border to Coast Pensions Partnership Ltd	445,000	$46.85M	1.1%	-0.7%	0.050%
7/16/2024	Wealth Enhancement Advisory Services LLC	119,763	$12.60M	0.0%	-16.6%	0.013%
7/16/2024	Diversified Trust Co	6,767	$712K	0.0%	-14.1%	0.001%
7/16/2024	Wedmont Private Capital	2,996	$332K	0.0%	+32.4%	0.000%
7/16/2024	Sequoia Financial Advisors LLC	13,597	$1.43M	0.0%	-1.0%	0.002%
7/15/2024	Diligent Investors LLC	6,304	$663K	0.2%	-4.4%	0.001%
7/15/2024	Dynamic Advisor Solutions LLC	7,092	$746K	0.0%	-3.9%	0.001%
7/15/2024	RFG Advisory LLC	9,897	$1.04M	0.0%	+35.1%	0.001%
7/15/2024	Securian Asset Management Inc.	38,269	$4.03M	0.1%	N/A	0.004%
7/15/2024	Sapient Capital LLC	355,582	$37.42M	0.8%	+0.9%	0.040%
7/15/2024	Coastline Trust Co	13,719	$1.44M	0.2%	N/A	0.002%
7/15/2024	Czech National Bank	126,780	$13.34M	0.2%	N/A	0.014%
7/13/2024	Mirador Capital Partners LP	94,055	$9.90M	1.9%	+2.7%	0.011%
7/13/2024	Kraematon Investment Advisors Inc.	9,107	$958K	1.0%	-1.7%	0.001%
7/13/2024	MJP Associates Inc. ADV	7,273	$765K	0.2%	+33.1%	0.001%
7/12/2024	Gateway Investment Advisers LLC	99,778	$10.50M	0.1%	-21.6%	0.011%
7/12/2024	SG Americas Securities LLC	97,480	$10.26M	0.1%	+80.3%	0.011%
7/12/2024	Opal Wealth Advisors LLC	826	$87K	0.0%	N/A	0.000%
7/12/2024	QRG Capital Management Inc.	20,560	$2.16M	0.0%	+14.9%	0.002%
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7/12/2024	LGT Capital Partners LTD.	542,500	$57.09M	1.9%	-7.2%	0.061%
7/11/2024	OLD National Bancorp IN	6,392	$673K	0.0%	-3.6%	0.001%
7/11/2024	Duncan Williams Asset Management LLC	13,522	$1.42M	1.2%	-1.3%	0.002%
7/11/2024	U.S. Capital Wealth Advisors LLC	3,234	$340K	0.0%	+5.5%	0.000%
7/11/2024	Canandaigua National Bank & Trust Co.	8,827	$929K	0.1%	-8.2%	0.001%
7/11/2024	Buffington Mohr McNeal	115,936	$12.20M	2.1%	-2.8%	0.013%
7/11/2024	Jamison Private Wealth Management Inc.	34,596	$3.64M	0.6%	N/A	0.004%
7/11/2024	Wesbanco Bank Inc.	25,103	$2.64M	0.1%	-4.2%	0.003%
7/11/2024	Guinness Asset Management LTD	5,167	$544K	0.0%	-12.5%	0.001%
7/10/2024	Fortitude Family Office LLC	25,616	$2.70M	1.5%	+2.2%	0.003%

(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, 863 institutional investors and hedge funds held shares of KKR & Co. Inc.. The most heavily invested institutionals were Capital International Investors ($4.29B), Vanguard Group Inc. ($4.20B), Principal Financial Group Inc. ($2.28B), Capital World Investors ($1.67B), Scissortail Wealth Management LLC ($1.54B), Akre Capital Management LLC ($1.50B), and Wellington Management Group LLP ($1.34B).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 693 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. ($5.61M), Winslow Capital Management LLC ($4.16M), ValueAct Holdings L.P. ($3.85M), Bank of New York Mellon Corp ($2.53M), and Van Lanschot Kempen Investment Management N.V. ($2.39M).

How much institutional buying is happening at KKR & Co. Inc.?: Institutional investors have bought a total of 84,219,601 shares in the last 24 months. This purchase volume represents approximately $5.81B in transactions.
Which KKR & Co. Inc. major shareholders have been selling company stock?: Of the 473 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 ($16.38M), Jennison Associates LLC ($10.22M), ValueAct Holdings L.P. ($5.47M), The Manufacturers Life Insurance Company ($3.70M), Egerton Capital UK LLP ($3.31M), Vulcan Value Partners LLC ($2.69M), and Ariel Investments LLC ($2.68M).
How much institutional selling is happening at KKR & Co. Inc.?: Institutional investors have sold a total of 88,616,467 shares in the last 24 months. This volume of shares sold represents approximately $5.27B in transactions.