KKR INCOME OPPORTUNITIES (KIO) Institutional Shareholders
KKR INCOME OPPORTUNITIES (KIO) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $115.96M in KIO holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of KIO tracked by InsiderSet, reporting ownership valued at approximately $33.74M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $31.80M, representing an estimated loss of -5.77% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% of the total disclosed KIO value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Penserra Capital Management Llc, Guggenheim Capital Llc, and several other long-term asset managers with concentrated positions in KKR INCOME OPPORTUNITIES (KIO).
This page ranks the largest institutional KIO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
85
Total Reported Value
$115.96M
Largest Holder
Morgan Stanley
Largest Position
$33.74M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
113
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.00% | 2,996,729 | $33,743,180 | $31,795,295 | -$1,947,885 | -5.77% | |
| Penserra Capital Management Llc | 0.10% | 1,161,643 | $13,080,000 | $12,325,032 | -$754,968 | -5.77% | |
| Guggenheim Capital Llc | 0.06% | 851,503 | $9,587,923 | $9,034,447 | -$553,476 | -5.77% | |
| Ubs Group Ag | 0.00% | 646,653 | $7,281,312 | $6,860,988 | -$420,324 | -5.77% | |
| Wells Fargo & Company/Mn | 0.00% | 548,460 | $6,175,661 | $5,819,161 | -$356,500 | -5.77% | |
| Janney Montgomery Scott Llc | 0.01% | 536,534 | $6,041,000 | $5,692,626 | -$348,374 | -5.77% | |
| Bank Of America Corp | 0.00% | 348,013 | $3,918,626 | $3,692,418 | -$226,208 | -5.77% | |
| Rareview Capital Llc | 1.40% | 198,863 | $2,497,719 | $2,109,936 | -$387,783 | -15.53% | |
| Kovack Advisors, Inc. | 0.12% | 216,679 | $2,455,077 | $2,298,964 | -$156,113 | -6.36% | |
| Lpl Financial Llc | 0.00% | 217,250 | $2,446,234 | $2,305,023 | -$141,212 | -5.77% | |
| Shaker Financial Services, Llc | 0.62% | 175,575 | $1,976,975 | $1,862,851 | -$114,124 | -5.77% | |
| Karpus Management, Inc. | 0.05% | 162,934 | $1,834,637 | $1,728,730 | -$105,907 | -5.77% | |
| Significant Wealth Partners Llc | 1.75% | 143,556 | $1,616,441 | $1,523,129 | -$93,312 | -5.77% | |
| Capital Investment Advisors, Llc | 0.02% | 135,975 | $1,531,082 | $1,442,695 | -$88,387 | -5.77% | |
| Invesco Ltd. | 0.00% | 125,904 | $1,417,679 | $1,335,841 | -$81,838 | -5.77% | |
| Raymond James Financial Inc | 0.00% | 114,454 | $1,288,753 | $1,214,357 | -$74,396 | -5.77% | |
| J.W. Cole Advisors, Inc. | 0.02% | 101,737 | $1,145,557 | $1,079,430 | -$66,127 | -5.77% | |
| Cetera Investment Advisers | 0.00% | 100,812 | $1,135,141 | $1,069,615 | -$65,526 | -5.77% | |
| Joseph P. Lucia & Associates, Llc | 0.34% | 100,022 | $1,126,248 | $1,061,233 | -$65,015 | -5.77% | |
| Cohen & Steers, Inc. | 0.00% | 87,779 | $988,000 | $931,335 | -$56,665 | -5.74% | |
| Sit Investment Associates Inc | 0.02% | 80,300 | $904,000 | $851,983 | -$52,017 | -5.75% | |
| Baird Financial Group, Inc. | 0.00% | 79,150 | $891,229 | $839,782 | -$51,448 | -5.77% | |
| Royal Bank Of Canada | 0.00% | 76,286 | $859,000 | $809,394 | -$49,606 | -5.77% | |
| Wedbush Securities Inc | 0.02% | 61,574 | $693,000 | $653,300 | -$39,700 | -5.73% | |
| Rockefeller Capital Management L.P. | 0.00% | 57,913 | $652,109 | $614,457 | -$37,652 | -5.77% | |
| Robinson Capital Management, Llc | 0.26% | 52,154 | $587,254 | $553,354 | -$33,900 | -5.77% | |
| Bramshill Investments, Llc | 0.04% | 47,659 | $536,640 | $505,662 | -$30,978 | -5.77% | |
| Newedge Advisors, Llc | 0.00% | 47,370 | $533,386 | $502,596 | -$30,790 | -5.77% | |
| Envestnet Asset Management Inc | 0.00% | 45,520 | $512,557 | $482,967 | -$29,590 | -5.77% | |
| Pfg Investments, Llc | 0.02% | 43,469 | $489,457 | $461,206 | -$28,251 | -5.77% | |
| Carnegie Lake Advisors Llc | 0.18% | 42,874 | $482,762 | $454,893 | -$27,869 | -5.77% | |
| Aviance Capital Partners, Llc | 0.05% | 41,051 | $462,234 | $435,551 | -$26,683 | -5.77% | |
| Arax Advisory Partners | 0.00% | 40,333 | $454,150 | $427,933 | -$26,217 | -5.77% | |
| Fifth Third Bancorp | 0.00% | 39,900 | $449,278 | $423,339 | -$25,939 | -5.77% | |
| Virtus Investment Advisers, Llc | 0.10% | 38,341 | $431,720 | $406,798 | -$24,922 | -5.77% | |
| Stephens Inc | 0.00% | 36,723 | $413,497 | $389,631 | -$23,866 | -5.77% | |
| Uncommon Cents Investing Llc | 0.08% | 32,785 | $369,159 | $347,849 | -$21,310 | -5.77% | |
| Osaic Holdings, Inc. | 0.00% | 30,368 | $341,961 | $322,204 | -$19,757 | -5.78% | |
| Total Wealth Planning & Management, Inc. | 0.24% | 29,238 | $329,220 | $310,215 | -$19,005 | -5.77% | |
| Equitable Holdings, Inc. | 0.00% | 28,615 | $322,208 | $303,605 | -$18,603 | -5.77% | |
| Xtx Topco Ltd | 0.00% | 26,857 | $302,410 | $284,953 | -$17,457 | -5.77% | |
| Sanctuary Advisors, Llc | 0.00% | 22,813 | $256,874 | $242,046 | -$14,828 | -5.77% | |
| Wealthtrust Axiom Llc | 0.05% | 20,889 | $235,210 | $221,632 | -$13,578 | -5.77% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 20,040 | $227,455 | $212,624 | -$14,831 | -6.52% | |
| Apollon Wealth Management, Llc | 0.00% | 19,629 | $221,020 | $208,264 | -$12,756 | -5.77% | |
| Stifel Financial Corp | 0.00% | 17,793 | $200,348 | $188,784 | -$11,564 | -5.77% | |
| Fortitude Advisory Group L.L.C. | 0.07% | 16,066 | $180,903 | $170,460 | -$10,443 | -5.77% | |
| Rik Saylor Financial, Inc. | 0.12% | 15,785 | $177,735 | $167,479 | -$10,256 | -5.77% | |
| Seacrest Wealth Management, Llc | 0.02% | 15,682 | $176,579 | $166,386 | -$10,193 | -5.77% | |
| Herold Advisors, Inc. | 0.03% | 14,440 | $163,000 | $153,208 | -$9,792 | -6.01% |
Frequently asked questions about KIO
Who owns the most KIO stock?
The largest holders of KIO are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for KKR INCOME OPPORTUNITIES (KIO).
Is KIO widely held by superinvestors?
Many widely followed stocks like KIO appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly KIO is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.