KKR
KKR & Co. Inc. · Financial Services · Asset Management
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +1.7% · net new positions -3.6% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| 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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 59.24M | +1.0% | $7.70B | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 48.13M | -1.1% | $6.25B | 0.1% | ▼ Trim | 2 | SEC ↗ ×21 |
| 3 | State Street Global Advisors ✦ (passive) | 28.11M | +1.6% | $3.65B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 4 | Wellington Management ✦ | 24.06M | +1.3% | $3.13B | 0.5% | ▲ Add | 6 | SEC ↗ ×9 |
| 5 | Fidelity (FMR) ✦ | 20.84M | +27.0% | $2.71B | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 6 | Geode Capital Management ✦ (passive) | 14.85M | +2.2% | $1.92B | 0.1% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | Capital World Investors ✦ | 10.70M | -10.4% | $1.39B | 0.2% | ▼ Trim | 6 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 8.45M | — | $1.10B | 0.0% | n/c | 1 | SEC ↗ ×34 |
| 9 | Morgan Stanley ✦ | 7.79M | — | $1.01B | 0.1% | n/c | 1 | SEC ↗ ×15 |
| 10 | Lone Pine Capital ✦ | 4.08M | -21.9% | $530.27M | 3.9% | ▼ Trim | 6 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 4.05M | — | $526.41M | 0.1% | n/c | 1 | SEC ↗ ×5 |
| 12 | T. Rowe Price ✦ | 3.11M | +3.6% | $403.74M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 13 | Viking Global Investors ✦ | 2.71M | New | $352.04M | 0.9% | New | 1 | SEC ↗ |
| 14 | Coatue Management ✦ | 2.23M | -40.6% | $289.91M | 0.7% | ▼ Trim | 5 | SEC ↗ ×6 |
| 15 | Markel Group ✦ | 1.45M | 0.0% | $188.66M | 1.5% | Held | 6 | SEC ↗ ×2 |
| 16 | Point72 Asset Management ✦ | 899.94K | +319.1% | $116.95M | 0.3% | ▲ Add | 4 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 875.32K | +50.9% | $113.75M | 0.1% | ▲ Add | 6 | SEC ↗ ×2 |
| 18 | Adage Capital Partners ✦ | 676.90K | -11.1% | $87.96M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 19 | Millennium Management ✦ | 644.66K | -61.8% | $83.77M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 20 | Harris Associates (Oakmark) ✦ | 379.91K | -11.8% | $49.37M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 21 | GAMCO Investors ✦ | 351.54K | -3.3% | $45.68M | 0.4% | ▼ Trim | 6 | SEC ↗ |
| 22 | Soros Fund Management ✦ | 186.61K | -45.6% | $24.25M | 0.6% | ▼ Trim | 3 | SEC ↗ |
| 23 | D. E. Shaw & Co. ✦ | 106.86K | +309.6% | $13.89M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | AQR Capital Management ✦ | 80.43K | -55.3% | $10.45M | 0.0% | ▼ Trim | 6 | SEC ↗ ×6 |
| 25 | Bridgewater Associates ✦ | 54.77K | +1411.4% | $7.12M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 26 | Gotham Asset Management ✦ | 52.31K | +4.3% | $6.80M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 27 | Fairfax Financial ✦ | 20.00K | 0.0% | $2.60M | 0.1% | Held | 6 | SEC ↗ |
| 28 | Fisher Asset Management ✦ | 1.99K | -6.7% | $258,740 | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Viking Global Investors | $352.04M | 0.9% |
Exited
| Norges Bank | $1.53B | was 0.2% |
| Arrowstreet Capital | $4.83M | 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.
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)
Officer · 10.00K sh · $1.09M
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology