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KKR in the 13F filings

KKR & Co Inc · CUSIP 48251W104

Sector · Other financial servicesTheme · Financial services· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Mar 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 3 May 2024
Managers listing it
29
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 23 listed it in both
Shares listed
136,343,114
combined, among listed positions
Reported value
$13.7bn
combined, at the quarter end

Among the 93 comparable managers: 13 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing KKR in Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

29 of 29 holders

ActionFiling
Wellington Management Group LLP22,053,241$2.2bn0.39%Added+5,846,33715 May 2024 (the filing on sec.gov)
Capital World Investors16,644,897$1.7bn0.28%Added+1,139,78414 May 2024 (the filing on sec.gov)
MFS Investment Management15,687,262$1.6bn0.47%Added+5,484,20014 May 2024 (the filing on sec.gov)
Akre Capital Management LLC14,879,551$1.5bn12.38%Trimmed-1,768,66813 May 2024 (the filing on sec.gov)
Invesco Ltd13,009,082$1.3bn0.28%Trimmed-2,015,28714 May 2024 (the filing on sec.gov)
Harris Associates LP10,676,301$1.1bn1.74%Trimmed-10,071,62015 May 2024 (the filing on sec.gov)
Fidelity (FMR LLC)10,071,263$1.0bn0.07%Added+2,017,9925 Nov 2026 (the filing on sec.gov)
Millennium Management LLC9,163,480$922m0.39%Trimmed-215,73415 May 2024 (the filing on sec.gov)
Lone Pine Capital LLC6,992,120$703m5.55%Added+766,05615 May 2024 (the filing on sec.gov)
Jane Street Group LLC2,776,157$279m0.06%Added+899,20816 May 2024 (the filing on sec.gov)
Holocene Advisors LP2,155,328$217m0.80%Trimmed-432,44715 May 2024 (the filing on sec.gov)
Citadel Advisors LLC2,140,714$215munder 0.1%Trimmed-1,762,48615 May 2024 (the filing on sec.gov)
ValueAct Holdings LP1,904,808$192m4.22%Trimmed-4,049,30015 May 2024 (the filing on sec.gov)
Markel Group Inc1,451,800$146m1.44%Held03 May 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc1,421,337$143munder 0.1%Trimmed-170,14015 May 2024 (the filing on sec.gov)
Viking Global Investors LP1,071,166$108m0.40%Trimmed-317,35515 May 2024 (the filing on sec.gov)
D. E. Shaw & Co.788,183$79m0.07%Trimmed-598,30215 May 2024 (the filing on sec.gov)
Balyasny Asset Management LLC706,288$71m0.12%Addedn.a.13 May 2024 (the filing on sec.gov)
Neuberger Berman Group LLC594,428$60munder 0.1%Added+170,46814 Nov 2024 (the filing on sec.gov)
Point72 Asset Management LP569,564$57m0.14%Trimmed-243,11615 May 2024 (the filing on sec.gov)
Man Group PLC361,369$36m0.09%Newnew15 May 2024 (the filing on sec.gov)
GAMCO Investors Inc355,620$36m0.36%Trimmed-11,50014 May 2024 (the filing on sec.gov)
ExodusPoint Capital Management LP223,700$23m0.17%Newnew14 May 2024 (the filing on sec.gov)
Brevan Howard Capital Management LP178,906$18m0.16%Newnew15 May 2024 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC160,650$16m0.11%Added+26,45415 May 2024 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (4)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
22 in Q3 2024 to 29 in Q2 2026

Tracked managers listing it, at least.

01020304020192020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
KKR by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20183$2.0bnn.a.n.a.
Q3 201812$3.2bnn.a.n.a.
Q4 201811$2.2bnn.a.n.a.
Q1 201911$2.6bnn.a.n.a.
Q2 201911$2.7bnn.a.n.a.
Q3 201910$2.6bnn.a.n.a.
Q4 201916$3.3bnn.a.n.a.
Q1 202011$2.4bnn.a.n.a.
Q2 202011$3.2bnn.a.n.a.
Q3 202014$3.6bnn.a.n.a.
Q4 202017$4.2bnn.a.n.a.
Q1 202114$4.9bnn.a.n.a.
Q2 202116$6.0bnn.a.n.a.
Q3 202121$7.0bnn.a.n.a.
Q4 202121$8.3bnn.a.n.a.
Q1 202218$6.0bnn.a.n.a.
Q2 202217$4.9bnn.a.n.a.
Q3 202217$4.3bnn.a.n.a.
Q4 202214$4.9bnn.a.n.a.
Q1 202315$5.9bnn.a.n.a.
Q2 202318$6.4bnn.a.n.a.
Q3 202323$8.3bnn.a.n.a.
Q4 202324$11.6bn1214
Q1 202429$13.7bn1313
Q2 202422$12.6bn1311
Q3 202422$15.5bn1311
Q4 202430$17.3bn1613
Q1 202531$12.9bn2012
Q2 202530$16.0bn1513
Q3 202531$15.9bn1615
Q4 202526$15.2bn2024
Q1 202631$11.9bn2814
Q2 202629$11.4bn1530

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

KKR and V →KKR and AXP →KKR and BAC →Choose a stock to compare with KKR →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own KKR, latest filings →Back to the 13F Explorer →