Security record
KKR
KKR & Co. Inc. · Financial Services · Asset Management
178Tracked holders
-1Δ holders
454.59MShares held
$41.71BReported value
+5New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth -0.6% ·
share flow +0.5% ·
net new positions 0.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 178 | -1 | 454.59M | $41.71B | +5 | −5 |
| Q1 2026 | 181 | +5 | 439.51M | $40.68B | +8 | −4 |
| Q4 2025 | 175 | -3 | 468.80M | $59.76B | +2 | −4 |
| Q3 2025 | 28 | 0 | 244.13M | $31.72B | +1 | −2 |
| Q2 2025 | 26 | -1 | 231.25M | $30.75B | +1 | −2 |
| Q1 2025 | 24 | +1 | 102.66M | $11.86B | +3 | −2 |
| Q4 2024 | 23 | +2 | 111.13M | $16.43B | +2 | — |
| Q3 2024 | 20 | -1 | 84.43M | $11.02B | +1 | −2 |
| Q2 2024 | 21 | — | 79.98M | $8.41B | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 45.19M | +1.3% | $4.15B | 0.1% | ▲ Add | 5 | SEC ↗ ×20 |
| 2 | Vanguard Capital Management Llc | 44.56M | +1.2% | $4.09B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | Capital International Investors | 36.39M | +3.6% | $3.34B | 0.7% | ▲ Add | 3 | SEC ↗ |
| 4 | State Street Global Advisors ✦ (passive) | 29.29M | +2.7% | $2.69B | 0.1% | ▲ Add | 7 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 21.57M | +17.7% | $1.98B | 0.1% | ▲ Add | 5 | SEC ↗ ×5 |
| 6 | Principal Financial Group Inc | 19.68M | +0.9% | $1.81B | 0.9% | ▲ Add | 3 | SEC ↗ ×4 |
| 7 | Geode Capital Management ✦ (passive) | 15.61M | +1.3% | $1.43B | 0.1% | ▲ Add | 9 | SEC ↗ ×2 |
| 8 | Capital Research Global Investors | 14.71M | -12.3% | $1.35B | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 9 | Wellington Management ✦ | 14.57M | -18.6% | $1.34B | 0.2% | ▼ Trim | 9 | SEC ↗ ×8 |
| 10 | Norges Bank ✦ (passive) | 13.80M | New | $1.27B | 0.1% | New | 1 | SEC ↗ |
| 11 | Massachusetts Financial Services Co… | 10.62M | -26.0% | $977.64M | 0.3% | ▼ Trim | 3 | SEC ↗ ×5 |
| 12 | Invesco Ltd. | 10.27M | +2.8% | $942.56M | 0.1% | ▲ Add | 3 | SEC ↗ ×14 |
| 13 | First Manhattan Co. Llc. | 9.42M | +0.2% | $864.21M | 2.2% | ▲ Add | 3 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 9.00M | +6.3% | $826.47M | 0.0% | ▲ Add | 4 | SEC ↗ ×18 |
| 15 | Manufacturers Life Insurance… | 8.90M | +9.8% | $816.86M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 16 | Dodge & Cox ✦ | 8.06M | New | $739.79M | 0.4% | New | 1 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 7.90M | -25.5% | $724.92M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 18 | Capital World Investors ✦ | 7.78M | -9.5% | $713.52M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 6.34M | +15.5% | $581.46M | 0.1% | ▲ Add | 4 | SEC ↗ ×5 |
| 20 | Northern Trust Corp | 5.99M | +0.7% | $549.86M | 0.1% | ▲ Add | 3 | SEC ↗ ×9 |
| 21 | Charles Schwab Investment… | 5.44M | +8.9% | $499.11M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Legal & General Group Plc | 5.13M | +3.7% | $470.78M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 23 | Brown Advisory Inc | 5.05M | -16.3% | $463.21M | 0.7% | ▼ Trim | 3 | SEC ↗ ×4 |
| 24 | T. Rowe Price ✦ | 4.81M | +15.2% | $441.49M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 25 | Assenagon Asset Management S.A. | 4.41M | +295.4% | $405.02M | 0.3% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | ValueAct Capital ✦ | 3.56M | +8.5% | $326.57M | 5.8% | ▲ Add | 2 | SEC ↗ |
| 27 | UBS AM, a distinct business unit of… | 3.46M | +1.6% | $317.70M | 0.1% | ▲ Add | 3 | SEC ↗ ×11 |
| 28 | D. E. Shaw & Co. ✦ | 3.43M | -13.1% | $314.80M | 0.2% | ▼ Trim | 6 | SEC ↗ ×2 |
| 29 | Bank of New York Mellon Corp | 3.25M | -2.7% | $298.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×17 |
| 30 | JPMorgan Chase ✦ | 3.02M | -0.6% | $268.54M | 0.0% | ▼ Trim | 4 | SEC ↗ ×16 |
| 31 | AQR Capital Management ✦ | 2.70M | -11.9% | $247.63M | 0.1% | ▼ Trim | 9 | SEC ↗ ×8 |
| 32 | UBS Group AG | 2.65M | -21.3% | $243.27M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 33 | Citadel Advisors ✦ | 2.56M | +32.3% | $235.31M | 0.1% | ▲ Add | 9 | SEC ↗ ×2 |
| 34 | Royal Bank Of Canada | 2.50M | +7.3% | $229.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×12 |
| 35 | Amundi | 2.38M | -36.0% | $218.68M | 0.1% | ▼ Trim | 3 | SEC ↗ ×5 |
| 36 | Franklin Resources Inc | 2.37M | -9.2% | $217.27M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 37 | Nuveen, LLC | 2.32M | +1.9% | $212.64M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 38 | Jane Street Group, Llc | 2.30M | +37.7% | $211.16M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 39 | Wells Fargo & Company/Mn | 2.02M | -10.1% | $185.67M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 40 | Dimensional Fund Advisors Lp | 1.95M | +7.9% | $178.57M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 41 | Ensign Peak Advisors, Inc | 1.85M | +12.0% | $169.52M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 42 | Millennium Management ✦ | 1.76M | -32.7% | $161.89M | 0.1% | ▼ Trim | 9 | SEC ↗ |
| 43 | Deutsche Bank Ag\ | 1.62M | -24.8% | $148.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×14 |
| 44 | Mitsubishi UFJ Asset Management… | 1.61M | +8.1% | $147.63M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 45 | Barclays Plc | 1.58M | -22.6% | $144.69M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 46 | Arrowstreet Capital ✦ | 1.50M | +68.0% | $137.23M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 47 | National Pension Service | 1.48M | +6.5% | $135.39M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 48 | Markel Group ✦ | 1.45M | 0.0% | $133.25M | 1.0% | Held | 9 | SEC ↗ ×2 |
| 49 | Point72 Asset Management ✦ | 1.37M | +101.8% | $125.75M | 0.2% | ▲ Add | 7 | SEC ↗ |
| 50 | Hsbc Holdings Plc | 1.36M | +13.8% | $124.68M | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 51 | Sumitomo Mitsui Trust Group, Inc. | 1.31M | -1.0% | $119.96M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 52 | Bnp Paribas Financial Markets | 1.09M | +25.4% | $99.64M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 53 | Rhumbline Advisers | 1.03M | -1.6% | $94.55M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 54 | Citigroup Inc | 1.03M | +11.1% | $94.23M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 55 | Qube Research & Technologies Ltd | 999.18K | New | $91.71M | 0.1% | New | 1 | SEC ↗ |
| 56 | Canada Pension Plan Investment Board | 956.84K | +49.3% | $87.82M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Alliancebernstein L.P. | 931.56K | -9.1% | $86.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | California Public Employees… | 926.84K | -1.0% | $85.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Ameriprise Financial Inc | 886.42K | +22.2% | $80.87M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 60 | Susquehanna International Group, Llp | 862.38K | -20.1% | $79.15M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 61 | Raymond James Financial Inc | 858.56K | -16.8% | $78.80M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 62 | Empower Advisory Group, LLC | 856.37K | +138.3% | $78.60M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 63 | Bank Of Montreal /Can/ | 842.53K | +18.9% | $77.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 64 | Envestnet Asset Management Inc | 817.97K | -18.8% | $75.07M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Adage Capital Partners ✦ | 731.30K | +18.9% | $67.12M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 66 | New York State Common Retirement… | 682.78K | -5.7% | $62.67M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 67 | LPL Financial LLC | 679.43K | +3.8% | $62.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 68 | American Century Companies Inc | 650.38K | -11.1% | $59.69M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 69 | Mariner, LLC | 597.20K | +1.8% | $54.81M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 70 | State Board Of Administration Of… | 577.90K | -2.3% | $53.04M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 71 | Rockefeller Capital Management L.P. | 544.25K | +3.6% | $49.95M | 0.1% | ▲ Add | 3 | SEC ↗ ×7 |
| 72 | Aviva Plc | 538.91K | +0.5% | $49.46M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 73 | Group One Trading Llc | 482.99K | +44.2% | $44.33M | 1.3% | ▲ Add | 3 | SEC ↗ |
| 74 | Holocene Advisors, LP | 415.00K | -56.2% | $38.09M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 75 | Quantinno Capital Management LP | 397.89K | +72.0% | $36.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Sei Investments Co | 394.39K | -7.0% | $36.20M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 77 | National Bank Of Canada /Fi/ | 388.11K | -24.8% | $35.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 78 | Harris Associates (Oakmark) ✦ | 343.97K | -7.0% | $31.57M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 79 | Chevy Chase Trust Holdings, LLC | 337.00K | -1.1% | $30.93M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 80 | State Of Wisconsin Investment Board | 334.51K | -1.4% | $30.70M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 81 | Prudential Financial Inc | 332.21K | -1.1% | $30.49M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 82 | Corient Private Wealth LP | 329.83K | -0.6% | $30.27M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Healthcare Of Ontario Pension Plan… | 323.42K | -25.9% | $29.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 84 | Focus Partners Wealth | 315.26K | -25.2% | $28.93M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 85 | GAMCO Investors ✦ | 304.74K | -16.2% | $27.97M | 0.3% | ▼ Trim | 9 | SEC ↗ |
| 86 | Cerity Partners LLC | 299.71K | -31.7% | $27.51M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 87 | Universal- Beteiligungs- und… | 288.84K | -0.3% | $26.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | Zurcher Kantonalbank (Zurich… | 288.59K | +2.5% | $26.49M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 89 | Asset Management One Co., Ltd. | 284.05K | -1.8% | $26.07M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 90 | BROOKFIELD Corp /ON/ | 282.00K | 0.0% | $25.88M | 0.0% | Held | 2 | SEC ↗ |
| 91 | Credit Agricole S A | 281.29K | +42.4% | $25.82M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 92 | Stifel Financial Corp | 273.96K | +3.4% | $25.14M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 93 | Pictet Asset Management Holding SA | 268.35K | -18.5% | $24.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Russell Investments Group, Ltd. | 258.82K | +9.6% | $23.53M | 0.0% | ▲ Add | 3 | SEC ↗ ×10 |
| 95 | Mitsubishi UFJ Trust & Banking Corp | 252.89K | +0.8% | $23.21M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 96 | Td Asset Management Inc | 243.36K | -16.3% | $22.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Danske Bank A/S | 232.37K | -1.0% | $21.33M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 98 | Jones Financial Companies Lllp | 233.67K | -63.4% | $21.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 99 | Toronto Dominion Bank | 229.13K | -17.9% | $21.03M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 100 | Nomura Asset Management Co Ltd | 226.95K | -1.9% | $20.83M | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $1.27B | 0.1% |
| Dodge & Cox | $739.79M | 0.4% |
| Qube Research & Technologies… | $91.71M | 0.1% |
Exited
| Renaissance Technologies | $23.80M | was 0.0% |
| Lone Pine Capital | $16.59M | was 0.1% |
| Bridgewater Associates | $692,733 | was 0.0% |
| Bank Julius Baer & Co. Ltd… | $493,349 | was 0.0% |
| Loomis Sayles & Co L P | $130,332 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1 holders, 15.90K shares, $1,470 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Sep 03
HOLMES DANE E
Officer · 10.00K sh · $1.09M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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