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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Neuberger Berman Group LlcSell-132,893-14.2%801,219$102.14MQ4 2025Oct 27, 2026
Op Asset Management LtdBuy+1,437+2.1%68,778$8.77MQ4 2025Sep 28, 2026
Vela Investment Management, LlcBuy+7,880—7,880$1.00MQ4 2025Aug 27, 2026
Advisors Asset Management, Inc.Sell-7,024-100.0%0$0.00Q4 2025Aug 26, 2026
Dakota Wealth ManagementSell-327-9.0%3,295$420.10KQ4 2025Aug 26, 2026
Ensign Peak Advisors, IncSell-136,211-6.6%1,922,562$245.09MQ4 2025Aug 18, 2026
Flatrock Wealth Partners LlcBuy+4,431—4,431$409.83KQ4 2025May 26, 2026
Storebrand Asset Management AsSell-69,936-22.1%246,856$31.47MQ4 2025May 20, 2026
Ares Systematic Credit LtdBuy+5,861—5,861$304.36KQ4 2025May 19, 2026
Independent Financial Group, LlcSell-15,312-70.1%6,520$831.20KQ4 2025May 15, 2026
Knightsbridge Asset Management, LlcBuy+4,250—4,250$541.75KQ4 2025May 15, 2026
National Philanthropic TrustSell-75-0.0%385,927$49.20MQ4 2025May 15, 2026
Rhodes Investment Advisors IncBuy+2,182—2,182$278.16KQ4 2025May 13, 2026
Strategic Wealth Partners, Ltd.Buy+615—615$78.40KQ4 2025May 12, 2026
1015 Capital Partners, LlcBuy+15—15$1.91KQ4 2025May 11, 2026
Z3 Capital Partners, LlcBuy+5,267—5,267$671.44KQ4 2025May 07, 2026
Vision Retirement, LlcBuy+3,846—3,846$490.31KQ4 2025May 07, 2026
Oak Barrel Wealth Advisory LlcBuy+2,747—2,747$350.23KQ4 2025May 07, 2026
Bravera WealthBuy+46—46$5.86KQ4 2025Apr 22, 2026
Prota Financial, LlcBuy+2,627—2,627$334.83KQ4 2025Apr 10, 2026
Estate Planners Group, LlcBuy+135—135$17.25KQ4 2025Apr 07, 2026
Merited Wealth, LlcBuy+11—11$1.40KQ4 2025Mar 26, 2026
Winthrop Partners - Wny, LlcBuy+11,363—11,363$1.45MQ4 2025Mar 12, 2026
Lifetime Wealth Management P.C.Buy+44—44$245.70KQ4 2025Mar 09, 2026
Hsbc Holdings PlcBuy+1,370,234—1,370,234$174.95MQ4 2025Mar 06, 2026
Mengis Capital Management, Inc.Buy+1,600—1,600$203.97KQ4 2025Mar 05, 2026
Rehmann Capital Advisory GroupBuy+1,623—1,623$206.96KQ4 2025Mar 04, 2026
Shp Wealth ManagementBuy+49—49$6.32KQ4 2025Mar 04, 2026
Cross Staff Investments IncBuy+17,237—17,237$2.20MQ4 2025Feb 27, 2026
Td Capital Management LlcBuy+17—17$2.18KQ4 2025Feb 26, 2026
Showing 30 of 1,359

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.