Which funds own KKR
KKR & Co Inc in the Q2 2026 filings. At least 20 of the 91 current managers on file reported a position, worth $10.0bn between them. At least a fifth of the current managers on file hold it, which is a crowd without being the whole market. The quarter went the other way: 14 managers trimmed or sold out against 7 buying.
- Managers holding
- 20
- at least, of 91 current
- Combined value
- $10.0bn
- as reported
- Opened
- 2
- new this quarter
- Added to
- 5
- already held
- Trimmed or sold out
- 14
- 2 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Fidelity (FMR LLC) Long-only · $2304bn book | $2.0bn | 0.1% | 21,566,484 | +$284m+3,240,545 | Added |
| Capital Research Global Investors Long-only · $717bn book | $1.3bn | 0.2% | 14,708,910 | -$202m-2,070,189 | Trimmed |
| Wellington Management Group LLP Long-only · $580bn book | $1.3bn | 0.2% | 14,569,959 | -$319m-3,333,226 | Trimmed |
| MFS Investment Management Long-only · $315bn book | $978m | 0.3% | 10,616,489 | -$352m-3,733,544 | Trimmed |
| Invesco Ltd Long-only · $1264bn book | $943m | 0.1% | 10,269,796 | +$19m+283,788 | Added |
| Dodge & Cox Value · $191bn book | $740m | 0.4% | 8,060,515 | opened8,060,515 | New |
| Capital World Investors Long-only · $846bn book | $714m | 0.1% | 7,775,190 | -$81m-816,248 | Trimmed |
| Akre Capital Management LLC Long-only · $5.1bn book | $457m | 8.9% | 4,981,486 | -$164m-1,736,592 | Trimmed |
| Farallon Capital Management LLC Long/short equity · $21.7bn book | $378m | 1.7% | 4,118,300 | -$54m-553,500 | Trimmed |
| ValueAct Holdings LP Activist · $5.6bn book | $327m | 5.8% | 3,558,200 | +$23m+278,500 | Added |
| D. E. Shaw & Co. Quantitative · $210bn book | $315m | 0.1% | 3,429,914 | -$50m-514,663 | Trimmed |
| Markel Group Inc Activist · $13.1bn book | $133m | 1.0% | 1,451,800 | -$1.0m0 | Held |
| Point72 Asset Management LP Multi-strategy · $90.7bn book | $126m | 0.1% | 1,370,081 | +$63m+691,041 | Added |
| Freestone Grove Partners LP Multi-strategy · $15.6bn book | $55m | 0.4% | 594,658 | -$45m-480,825 | Trimmed |
| Rokos Capital Management LLP Macro · $26.8bn book | $39m | 0.1% | 421,705 | opened421,705 | New |
| Schonfeld Strategic Advisors LLC Multi-strategy · $27.9bn book | $35m | 0.1% | 381,932 | +$35m+375,790 | Added |
| Harris Associates LP Value · $75.4bn book | $32m | 0.0% | 343,974 | -$2.6m-25,841 | Trimmed |
| GAMCO Investors Inc Activist · $11.1bn book | $28m | 0.3% | 304,739 | -$5.7m-58,831 | Trimmed |
| Moore Capital Management LP Macro · $6.7bn book | $13m | 0.2% | 139,600 | -$7.3m-78,000 | Trimmed |
| Soros Fund Management LLC Macro · $8.1bn book | $8.1m | 0.1% | 88,715 | -$15m-155,976 | Trimmed |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Renaissance Technologies LLC · Quantitative$24m held before
- Lone Pine Capital LLC · Long/short equity$17m held before
Ownership through time
At least 29 of the 95 managers whose filings are on file listed KKR in Q2 2026, against 3 in Q2 2018. 2 managers fewer than in Q1 2026: 3 started positions; 2 listed it again; 1 sold out, by its own filing; 6 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2018: 3
- Q3 2018: 12
- Q4 2018: 11
- Q1 2019: 11
- Q2 2019: 11
- Q3 2019: 10
- Q4 2019: 16
- Q1 2020: 11
- Q2 2020: 11
- Q3 2020: 14
- Q4 2020: 17
- Q1 2021: 14
- Q2 2021: 16
- Q3 2021: 21
- Q4 2021: 21
- Q1 2022: 18
- Q2 2022: 17
- Q3 2022: 17
- Q4 2022: 14
- Q1 2023: 15
- Q2 2023: 18
- Q3 2023: 23
- Q4 2023: 24
- Q1 2024: 29
- Q2 2024: 22
- Q3 2024: 22
- Q4 2024: 30
- Q1 2025: 31
- Q2 2025: 30
- Q3 2025: 31
- Q4 2025: 26
- Q1 2026: 31
- Q2 2026: 29
- Q2 2018: $2.0bn
- Q3 2018: $3.2bn
- Q4 2018: $2.2bn
- Q1 2019: $2.6bn
- Q2 2019: $2.7bn
- Q3 2019: $2.6bn
- Q4 2019: $3.3bn
- Q1 2020: $2.4bn
- Q2 2020: $3.2bn
- Q3 2020: $3.6bn
- Q4 2020: $4.2bn
- Q1 2021: $4.9bn
- Q2 2021: $6.0bn
- Q3 2021: $7.0bn
- Q4 2021: $8.3bn
- Q1 2022: $6.0bn
- Q2 2022: $4.9bn
- Q3 2022: $4.3bn
- Q4 2022: $4.9bn
- Q1 2023: $5.9bn
- Q2 2023: $6.4bn
- Q3 2023: $8.3bn
- Q4 2023: $11.6bn
- Q1 2024: $13.7bn
- Q2 2024: $12.6bn
- Q3 2024: $15.5bn
- Q4 2024: $17.3bn
- Q1 2025: $12.9bn
- Q2 2025: $16.0bn
- Q3 2025: $15.9bn
- Q4 2025: $15.2bn
- Q1 2026: $11.9bn
- Q2 2026: $11.4bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Dodge & Coxnew: 8,060,515 shares+$740m
- Fidelity (FMR LLC)18,325,939 to 21,566,484 shares+$297m
- Point72 Asset Management LP679,040 to 1,370,081 shares+$63m
- T. Rowe Price Associates Inc4,174,843 to 4,810,331 shares+$58m
- Arrowstreet Capital LP889,782 to 1,495,163 shares+$56m
Largest decreases, by shares
- MFS Investment Management14,350,033 to 10,616,489 shares-$344m
- Wellington Management Group LLP17,903,185 to 14,569,959 shares-$306m
- Capital Research Global Investors16,779,099 to 14,708,910 shares-$190m
- Akre Capital Management LLC6,718,078 to 4,981,486 shares-$159m
- Millennium Management LLC2,622,000 to 1,763,918 shares-$79m
Left it
- Lone Pine Capital LLCwas $17m
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Fidelity (FMR LLC) | Q3 2018 | $3.0bn | $2.0bn | |
| Capital Research Global Investors | Q2 2018 | $1.6bn | $1.3bn | |
| Wellington Management Group LLP | Q3 2023 | $3.4bn | $1.3bn | |
| MFS Investment Management | Q3 2021 | $2.6bn | $978m | |
| Invesco Ltd | Q4 2019 | $1.7bn | $943m | |
| Dodge & Cox | Q2 2026 | $740m | $740m | |
| Capital World Investors | Q1 2021 | $2.8bn | $714m | |
| Akre Capital Management LLC | Q2 2018 | $1.5bn | $457m | |
| T. Rowe Price Associates Inc | Q3 2018 | $1.3bn | $441m | |
| Farallon Capital Management LLC | Q4 2025 | $432m | $378m | |
| ValueAct Holdings LP | Q2 2018 | $1.6bn | $327m | |
| D. E. Shaw & Co. | Q2 2021 | $365m | $315m | |
| AQR Capital Management LLC | Q1 2026 | $284m | $248m | |
| Citadel Advisors LLC | Q3 2019 | $355m | $235m | |
| Millennium Management LLC | Q4 2019 | $922m | $162m | |
| Lone Pine Capital LLC | Q1 2023 | $703m | last listed Q1 2026 | |
| Egerton Capital UK LLP | Q3 2018 | $521m | last listed Q3 2023 | |
| Coatue Management LLC | Q3 2024 | $500m | last listed Q3 2025 | |
| Jane Street Group LLC | Q3 2023 | $357m | last listed Q1 2026 | |
| Viking Global Investors LP | Q4 2021 | $352m | last listed Q3 2025 | |
| Balyasny Asset Management LLC | Q4 2019 | $270m | last listed Q1 2026 | |
| Renaissance Technologies LLC | Q4 2020 | $135m | last listed Q3 2022 | |
| Neuberger Berman Group LLC | Q4 2023 | $121m | last listed Q1 2026 | |
| Maverick Capital Ltd | Q3 2018 | $115m | last listed Q4 2024 | |
| Squarepoint Ops LLC | Q2 2023 | $104m | last listed Q4 2025 |
What KKR is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around KKR →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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