KIO Institutional Ownership & Shareholders
KKR INCOME OPPORTUNITIES (KIO) is currently held by 86 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $113.73M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $29.85M, representing an estimated loss of -11.55% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% 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
86
Total Reported Value
$113.73M
Largest Holder
Morgan Stanley
Largest Position
$33.74M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
114
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 | $29,847,421 | -$3,895,759 | -11.55% | |
| Penserra Capital Management Llc | 0.10% | 1,161,643 | $13,080,000 | $11,569,964 | -$1,510,036 | -11.54% | |
| Guggenheim Capital Llc | 0.06% | 851,503 | $9,587,923 | $8,480,970 | -$1,106,953 | -11.55% | |
| Ubs Group Ag | 0.00% | 646,653 | $7,281,312 | $6,440,664 | -$840,648 | -11.55% | |
| Wells Fargo & Company/Mn | 0.00% | 548,460 | $6,175,661 | $5,462,662 | -$712,999 | -11.55% | |
| Janney Montgomery Scott Llc | 0.01% | 536,534 | $6,041,000 | $5,343,879 | -$697,121 | -11.54% | |
| Bank Of America Corp | 0.00% | 348,013 | $3,918,626 | $3,466,209 | -$452,417 | -11.55% | |
| Rareview Capital Llc | 1.40% | 198,863 | $2,497,719 | $1,980,675 | -$517,044 | -20.70% | |
| Kovack Advisors, Inc. | 0.12% | 216,679 | $2,455,077 | $2,158,123 | -$296,954 | -12.10% | |
| Lpl Financial Llc | 0.00% | 217,250 | $2,446,234 | $2,163,810 | -$282,424 | -11.55% | |
| Karpus Management, Inc. | 0.05% | 162,934 | $1,834,637 | $1,622,823 | -$211,814 | -11.55% | |
| Significant Wealth Partners Llc | 1.75% | 143,556 | $1,616,441 | $1,429,818 | -$186,623 | -11.55% | |
| Invesco Ltd. | 0.00% | 125,904 | $1,417,679 | $1,254,004 | -$163,675 | -11.55% | |
| Capital Investment Advisors, Llc | 0.02% | 132,754 | $1,367,361 | $1,322,230 | -$45,131 | -3.30% | |
| Raymond James Financial Inc | 0.00% | 114,454 | $1,288,753 | $1,139,962 | -$148,791 | -11.55% | |
| J.W. Cole Advisors, Inc. | 0.02% | 101,737 | $1,145,557 | $1,013,301 | -$132,256 | -11.55% | |
| Cetera Investment Advisers | 0.00% | 100,812 | $1,135,141 | $1,004,088 | -$131,053 | -11.55% | |
| Joseph P. Lucia & Associates, Llc | 0.29% | 97,273 | $1,001,912 | $968,839 | -$33,073 | -3.30% | |
| Cohen & Steers, Inc. | 0.00% | 87,779 | $988,000 | $874,279 | -$113,721 | -11.51% | |
| Sit Investment Associates Inc | 0.02% | 80,300 | $904,000 | $799,788 | -$104,212 | -11.53% | |
| Baird Financial Group, Inc. | 0.00% | 79,150 | $891,229 | $788,334 | -$102,895 | -11.55% | |
| Royal Bank Of Canada | 0.00% | 76,286 | $859,000 | $759,809 | -$99,191 | -11.55% | |
| Rockefeller Capital Management L.P. | 0.00% | 57,913 | $652,109 | $576,813 | -$75,296 | -11.55% | |
| Robinson Capital Management, Llc | 0.26% | 52,154 | $587,254 | $519,454 | -$67,800 | -11.55% | |
| Bramshill Investments, Llc | 0.04% | 47,659 | $536,640 | $474,684 | -$61,956 | -11.55% | |
| Newedge Advisors, Llc | 0.00% | 47,370 | $533,386 | $471,805 | -$61,581 | -11.55% | |
| Envestnet Asset Management Inc | 0.00% | 45,520 | $512,557 | $453,379 | -$59,178 | -11.55% | |
| Pfg Investments, Llc | 0.02% | 43,469 | $489,457 | $432,951 | -$56,506 | -11.54% | |
| Carnegie Lake Advisors Llc | 0.18% | 42,874 | $482,762 | $427,025 | -$55,737 | -11.55% | |
| Arax Advisory Partners | 0.00% | 40,333 | $454,150 | $401,717 | -$52,433 | -11.55% | |
| Fifth Third Bancorp | 0.00% | 39,900 | $449,278 | $397,404 | -$51,874 | -11.55% | |
| Virtus Investment Advisers, Llc | 0.10% | 38,341 | $431,720 | $381,876 | -$49,844 | -11.55% | |
| Stephens Inc | 0.00% | 36,723 | $413,497 | $365,761 | -$47,736 | -11.54% | |
| Aviance Capital Partners, Llc | 0.04% | 39,654 | $408,436 | $394,954 | -$13,482 | -3.30% | |
| Shaker Financial Services, Llc | 0.13% | 37,893 | $390,298 | $377,414 | -$12,884 | -3.30% | |
| Total Wealth Planning & Management, Inc. | 0.29% | 34,872 | $359,182 | $347,325 | -$11,857 | -3.30% | |
| Osaic Holdings, Inc. | 0.00% | 30,368 | $341,961 | $302,465 | -$39,496 | -11.55% | |
| Uncommon Cents Investing Llc | 0.07% | 32,473 | $334,472 | $323,431 | -$11,041 | -3.30% | |
| Equitable Holdings, Inc. | 0.00% | 28,615 | $322,208 | $285,005 | -$37,203 | -11.55% | |
| Xtx Topco Ltd | 0.00% | 26,857 | $302,410 | $267,496 | -$34,914 | -11.55% | |
| Sanctuary Advisors, Llc | 0.00% | 22,813 | $256,874 | $227,217 | -$29,657 | -11.55% | |
| Wealthtrust Axiom Llc | 0.05% | 20,889 | $235,210 | $208,054 | -$27,156 | -11.55% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 22,542 | $229,929 | $224,518 | -$5,411 | -2.35% | |
| Blue Trust, Inc. | 0.00% | 21,094 | $217,268 | $210,096 | -$7,172 | -3.30% | |
| Apollon Wealth Management, Llc | 0.00% | 20,096 | $206,987 | $200,156 | -$6,831 | -3.30% | |
| Stifel Financial Corp | 0.00% | 17,793 | $200,348 | $177,218 | -$23,130 | -11.54% | |
| Rik Saylor Financial, Inc. | 0.12% | 15,785 | $177,735 | $157,219 | -$20,516 | -11.54% | |
| Fortitude Advisory Group L.L.C. | 0.06% | 16,066 | $165,480 | $160,017 | -$5,463 | -3.30% | |
| Seacrest Wealth Management, Llc | 0.02% | 15,929 | $164,069 | $158,653 | -$5,416 | -3.30% | |
| Herold Advisors, Inc. | 0.03% | 15,225 | $156,800 | $151,641 | -$5,159 | -3.29% |
Frequently asked questions about KIO
Who are the largest institutional holders of KIO?
The largest institutional holders of KIO reported in the latest SEC Form 13F filings include Morgan Stanley, Penserra Capital Management Llc, Guggenheim Capital Llc, Ubs Group Ag, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported KIO position.
What is KIO institutional ownership?
This page tracks KIO positions reported by institutional investment managers through SEC Form 13F. KKR INCOME OPPORTUNITIES (KIO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own KIO?
InsiderSet currently tracks 86 institutional managers reporting KIO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of KIO shareholders.
How much KIO stock do institutions own?
Institutional investment managers disclosed approximately $113.73M in KIO holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was KIO institutional ownership last updated?
The latest KIO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional KIO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its KIO position after the reporting date.
Are institutions buying or selling KIO?
Institutional buying and selling can be analyzed by comparing KIO positions across consecutive 13F reporting periods. InsiderSet's KIO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View KIO ownership changes.
How has KIO institutional ownership changed over time?
InsiderSet tracks KIO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.