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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
30 Jun 2024
the date the book describes
Filed
5 Nov 2026
latest of these filings; the earliest 2 Aug 2024
Managers listing it
22
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q1 2024 and Q2 2024; 19 listed it in both
Shares listed
119,299,365
combined, among listed positions
Reported value
$12.6bn
combined, at the quarter end

Among the 94 comparable managers: 13 buyers (opened or added shares) and 11 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 Q2 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

22 of 22 holders

ActionFiling
Wellington Management Group LLP23,372,680$2.5bn0.44%Added+1,319,43914 Aug 2024 (the filing on sec.gov)
Capital World Investors18,594,773$2.0bn0.32%Added+1,949,87613 Aug 2024 (the filing on sec.gov)
MFS Investment Management16,684,133$1.8bn0.54%Added+996,8719 Aug 2024 (the filing on sec.gov)
Akre Capital Management LLC13,689,816$1.4bn12.68%Trimmed-1,189,73513 Aug 2024 (the filing on sec.gov)
Invesco Ltd12,840,027$1.4bn0.29%Trimmed-169,05513 Aug 2024 (the filing on sec.gov)
Fidelity (FMR LLC)11,085,702$1.2bn0.07%Added+1,014,4395 Nov 2026 (the filing on sec.gov)
Lone Pine Capital LLC6,385,506$672m5.45%Trimmed-606,61414 Aug 2024 (the filing on sec.gov)
Capital Research Global Investors3,581,598$377m0.08%Added+3,429,65913 Aug 2024 (the filing on sec.gov)
Jane Street Group LLC3,389,817$357m0.08%Added+613,66015 Aug 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc2,988,357$314munder 0.1%Added+1,567,02014 Aug 2024 (the filing on sec.gov)
Markel Group Inc1,451,800$153m1.50%Held02 Aug 2024 (the filing on sec.gov)
ValueAct Holdings LP1,207,208$127m3.57%Trimmed-697,60014 Aug 2024 (the filing on sec.gov)
Harris Associates LP1,179,942$124m0.21%Trimmed-9,496,35914 Aug 2024 (the filing on sec.gov)
Holocene Advisors LP1,176,859$124m0.52%Trimmed-978,46914 Aug 2024 (the filing on sec.gov)
Viking Global Investors LP545,092$57m0.22%Trimmed-526,07414 Aug 2024 (the filing on sec.gov)
GAMCO Investors Inc395,276$42m0.45%Added+39,65613 Aug 2024 (the filing on sec.gov)
Man Group PLC198,306$21m0.05%Trimmed-163,06314 Aug 2024 (the filing on sec.gov)
Arrowstreet Capital LP179,465$19munder 0.1%Addedn.a.14 Aug 2024 (the filing on sec.gov)
Maverick Capital Ltd170,473$18m0.34%Added+165,92314 Aug 2024 (the filing on sec.gov)
Element Capital Management LLC105,429$11m0.86%Newnew8 Aug 2024 (the filing on sec.gov)
Steadfast Capital Management LP42,500$4.5m0.09%Newnew14 Aug 2024 (the filing on sec.gov)
Bridgewater Associates LP34,606$3.6munder 0.1%Added+10,19614 Aug 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2024 to Q2 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 (2)

Exited (3)

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 →