KKR & CO INC (KKR) Institutional Ownership Changes & 13F Activity
KKR & CO INC (KKR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Hsbc Holdings Plc, Ensign Peak Advisors, Inc, Neuberger Berman Group Llc, Storebrand Asset Management As, and Cross Staff Investments Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Neuberger Berman Group Llc | Sell | -132,893 | -14.2% | 801,219 | $102.14M | Q4 2025 | Oct 27, 2026 |
| Op Asset Management Ltd | Buy | +1,437 | +2.1% | 68,778 | $8.77M | Q4 2025 | Sep 28, 2026 |
| Vela Investment Management, Llc | Buy | +7,880 | — | 7,880 | $1.00M | Q4 2025 | Aug 27, 2026 |
| Advisors Asset Management, Inc. | Sell | -7,024 | -100.0% | 0 | $0.00 | Q4 2025 | Aug 26, 2026 |
| Dakota Wealth Management | Sell | -327 | -9.0% | 3,295 | $420.10K | Q4 2025 | Aug 26, 2026 |
| Ensign Peak Advisors, Inc | Sell | -136,211 | -6.6% | 1,922,562 | $245.09M | Q4 2025 | Aug 18, 2026 |
| Flatrock Wealth Partners Llc | Buy | +4,431 | — | 4,431 | $409.83K | Q4 2025 | May 26, 2026 |
| Storebrand Asset Management As | Sell | -69,936 | -22.1% | 246,856 | $31.47M | Q4 2025 | May 20, 2026 |
| Ares Systematic Credit Ltd | Buy | +5,861 | — | 5,861 | $304.36K | Q4 2025 | May 19, 2026 |
| Independent Financial Group, Llc | Sell | -15,312 | -70.1% | 6,520 | $831.20K | Q4 2025 | May 15, 2026 |
| Knightsbridge Asset Management, Llc | Buy | +4,250 | — | 4,250 | $541.75K | Q4 2025 | May 15, 2026 |
| National Philanthropic Trust | Sell | -75 | -0.0% | 385,927 | $49.20M | Q4 2025 | May 15, 2026 |
| Rhodes Investment Advisors Inc | Buy | +2,182 | — | 2,182 | $278.16K | Q4 2025 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | Buy | +615 | — | 615 | $78.40K | Q4 2025 | May 12, 2026 |
| 1015 Capital Partners, Llc | Buy | +15 | — | 15 | $1.91K | Q4 2025 | May 11, 2026 |
| Z3 Capital Partners, Llc | Buy | +5,267 | — | 5,267 | $671.44K | Q4 2025 | May 07, 2026 |
| Vision Retirement, Llc | Buy | +3,846 | — | 3,846 | $490.31K | Q4 2025 | May 07, 2026 |
| Oak Barrel Wealth Advisory Llc | Buy | +2,747 | — | 2,747 | $350.23K | Q4 2025 | May 07, 2026 |
| Bravera Wealth | Buy | +46 | — | 46 | $5.86K | Q4 2025 | Apr 22, 2026 |
| Prota Financial, Llc | Buy | +2,627 | — | 2,627 | $334.83K | Q4 2025 | Apr 10, 2026 |
| Estate Planners Group, Llc | Buy | +135 | — | 135 | $17.25K | Q4 2025 | Apr 07, 2026 |
| Merited Wealth, Llc | Buy | +11 | — | 11 | $1.40K | Q4 2025 | Mar 26, 2026 |
| Winthrop Partners - Wny, Llc | Buy | +11,363 | — | 11,363 | $1.45M | Q4 2025 | Mar 12, 2026 |
| Lifetime Wealth Management P.C. | Buy | +44 | — | 44 | $245.70K | Q4 2025 | Mar 09, 2026 |
| Hsbc Holdings Plc | Buy | +1,370,234 | — | 1,370,234 | $174.95M | Q4 2025 | Mar 06, 2026 |
| Mengis Capital Management, Inc. | Buy | +1,600 | — | 1,600 | $203.97K | Q4 2025 | Mar 05, 2026 |
| Rehmann Capital Advisory Group | Buy | +1,623 | — | 1,623 | $206.96K | Q4 2025 | Mar 04, 2026 |
| Shp Wealth Management | Buy | +49 | — | 49 | $6.32K | Q4 2025 | Mar 04, 2026 |
| Cross Staff Investments Inc | Buy | +17,237 | — | 17,237 | $2.20M | Q4 2025 | Feb 27, 2026 |
| Td Capital Management Llc | Buy | +17 | — | 17 | $2.18K | Q4 2025 | Feb 26, 2026 |
Frequently asked questions about KKR activity
Which institutional owners are buying KKR?
Institutional owners buying KKR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in KKR activity?
"Buy" means an investor increased their reported position in KKR compared to the prior reporting period. This reflects growing exposure to KKR & CO INC (KKR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in KKR increasing?
Institutional interest in KKR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related KKR Institutional Insights
- KKR Overview
- KKR 13F Institutional Holders
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- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
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- KKR Insider Trading & SEC Form 4 Activity
- KKR Articles
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