KKR Ownership 2024 | Who Owns KKR Now?
Institutional Ownership
58.27%
Insider Ownership
24.04%
Retail Ownership
17.69%
Institutional Holders
914.00
KKR Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CAPITAL INTERNATIONAL INVESTORS | 4.97% | 0.80% | 42,808,786 | 805,122 | 1.92% | 3,546,707,969 | Dec 31, 2023 |
| VANGUARD GROUP INC | 4.83% | 0.08% | 41,670,039 | 1,728,782 | 4.33% | 3,452,362,731 | Dec 31, 2023 |
| BLACKROCK INC. | 4.43% | 0.08% | 38,217,175 | 299,269 | 0.79% | 3,166,292,985 | Dec 31, 2023 |
| PRINCIPAL FINANCIAL GROUP INC | 2.78% | 1.27% | 23,992,319 | -279,650 | -1.15% | 1,987,763,698 | Dec 31, 2023 |
| HARRIS ASSOCIATES L P | 2.41% | 2.96% | 20,747,921 | -6,162,756 | -22.90% | 1,718,965,245 | Dec 31, 2023 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 2.27% | 1.05% | 19,569,720 | -3,875,187 | -16.53% | 1,621,352,000 | Dec 31, 2023 |
| AKRE CAPITAL MANAGEMENT LLC | 1.93% | 11.61% | 16,648,219 | -262,388 | -1.55% | 1,379,304,908 | Dec 31, 2023 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.88% | 0.25% | 16,206,904 | 16,206,904 | 100.00% | 1,342,741,997 | Dec 31, 2023 |
| CAPITAL WORLD INVESTORS | 1.80% | 0.23% | 15,505,113 | -1,074,765 | -6.48% | 1,284,598,612 | Dec 31, 2023 |
| INVESCO LTD. | 1.74% | 0.30% | 15,024,369 | 33,358 | 0.22% | 1,244,768,953 | Dec 31, 2023 |
| STATE STREET CORP | 1.56% | 0.05% | 13,466,535 | 1,243,821 | 10.18% | 1,115,702,425 | Dec 31, 2023 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.23% | 0.53% | 10,630,777 | -2,656,872 | -20.00% | 880,759,867 | Dec 31, 2023 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.18% | 0.27% | 10,203,062 | 365,449 | 3.71% | 845,323,687 | Dec 31, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.11% | 0.08% | 9,596,081 | 647,124 | 7.23% | 793,826,374 | Dec 31, 2023 |
| MILLENNIUM MANAGEMENT LLC | 1.09% | 0.34% | 9,379,214 | 4,646,570 | 98.18% | 777,067,880 | Dec 31, 2023 |
| FIRST MANHATTAN CO. LLC. | 1.08% | 2.66% | 9,349,916 | 200,882 | 2.20% | 766,648,928 | Dec 31, 2023 |
| FMR LLC | 0.93% | 0.05% | 8,053,271 | 1,128,993 | 16.30% | 667,213,499 | Dec 31, 2023 |
| BANK OF AMERICA CORP /DE/ | 0.93% | 0.07% | 8,026,557 | 183,555 | 2.34% | 665,000,277 | Dec 31, 2023 |
| NORGES BANK | 0.91% | 0.11% | 7,843,066 | 7,843,066 | 100.00% | 649,798,018 | Dec 31, 2023 |
| LONE PINE CAPITAL LLC | 0.72% | 4.46% | 6,226,064 | -338,318 | -5.15% | 515,829,402 | Dec 31, 2023 |
KKR's largest institutional shareholder is CAPITAL INTERNATIONAL INVESTORS, holding 4.97% of the company's total share outstanding, currently valued at $3.55B. The top 10 institutional shareholders own together 29.04% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| 0.02% | 28.16% | 180,010 | 180,010 | 100.00% | 14,913,829 | Dec 31, 2023 | |
| BLACKSHEEP FUND MANAGEMENT LTD | 0.09% | 24.87% | 758,584 | -875,850 | -53.59% | 62,848,684 | Dec 31, 2023 |
| ENSTAR GROUP LTD | 0.08% | 17.78% | 732,313 | 732,313 | 100.00% | 60,672,132 | Dec 31, 2023 |
| HUDSON WAY CAPITAL MANAGEMENT LLC | 0.13% | 17.25% | 1,109,979 | 68,315 | 6.56% | 91,961,760 | Dec 31, 2023 |
| GREENHAVEN ROAD INVESTMENT MANAGEMENT, L.P. | 0.05% | 15.73% | 430,700 | -123,000 | -22.21% | 356,835,000 | Dec 31, 2023 |
| CALDWELL INVESTMENT MANAGEMENT LTD. | 0.02% | 12.76% | 200,000 | - | - | 16,606,629 | Dec 31, 2023 |
| JACKSON HILL ADVISORS, LLC | 0.03% | 12.16% | 238,500 | -25,500 | -9.66% | 19,759,725 | Dec 31, 2023 |
| AKRE CAPITAL MANAGEMENT LLC | 1.93% | 11.61% | 16,648,219 | -262,388 | -1.55% | 1,379,304,908 | Dec 31, 2023 |
| VALUEACT HOLDINGS, L.P. | 0.69% | 9.87% | 5,954,108 | -5,466,800 | -47.87% | 493,297,848 | Dec 31, 2023 |
| COVEY CAPITAL ADVISORS, LLC | 0.01% | 9.50% | 90,387 | -660 | -0.72% | 7,488,563 | Dec 31, 2023 |
| ARYEH CAPITAL MANAGEMENT LTD. | 0.02% | 9.43% | 188,300 | -51,500 | -21.48% | 15,600,655 | Dec 31, 2023 |
| DARSANA CAPITAL PARTNERS LP | 0.30% | 7.69% | 2,600,000 | -1,400,000 | -35.00% | 215,410,000 | Dec 31, 2023 |
| VULCAN VALUE PARTNERS, LLC | 0.71% | 7.42% | 6,104,549 | -814,020 | -11.77% | 505,495,000 | Dec 31, 2023 |
| OLD WELL PARTNERS, LLC | 0.01% | 6.14% | 79,623 | -4,550 | -5.41% | 6,596,766 | Dec 31, 2023 |
| PRIVATE CAPITAL MANAGEMENT, LLC | 0.07% | 5.59% | 606,707 | -53,460 | -8.10% | 50,265,639 | Dec 31, 2023 |
| LOUNTZIS ASSET MANAGEMENT, LLC | 0.01% | 4.83% | 106,748 | -927 | -0.86% | 8,844,072 | Dec 31, 2023 |
| MATTHEW 25 MANAGEMENT CORP | 0.02% | 4.78% | 165,000 | -43,500 | -20.86% | 13,670,250 | Dec 31, 2023 |
| HST VENTURES, LLC | 0.02% | 4.59% | 156,975 | -10,944 | -6.52% | 13,005,379 | Dec 31, 2023 |
| GOODHAVEN CAPITAL MANAGEMENT, LLC | 0.01% | 4.50% | 125,265 | -975 | -0.77% | 10,378,205 | Dec 31, 2023 |
| JUNTO CAPITAL MANAGEMENT LP | 0.28% | 4.50% | 2,428,031 | -56,237 | -2.26% | 201,162,368 | Dec 31, 2023 |
The largest KKR shareholder by % of total assets is . The company owns 180.01K shares of KKR (KKR), representing 28.16% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 1.88% | 0.25% | 16,206,904 | 16,206,904 | 100.00% | 1,342,741,997 | Dec 31, 2023 |
| NORGES BANK | 0.91% | 0.11% | 7,843,066 | 7,843,066 | 100.00% | 649,798,018 | Dec 31, 2023 |
| MILLENNIUM MANAGEMENT LLC | 1.09% | 0.34% | 9,379,214 | 4,646,570 | 98.18% | 777,067,880 | Dec 31, 2023 |
| WINSLOW CAPITAL MANAGEMENT, LLC | 0.48% | 1.43% | 4,156,357 | 4,156,357 | 100.00% | 344,354,178 | Dec 31, 2023 |
| VANGUARD GROUP INC | 4.83% | 0.08% | 41,670,039 | 1,728,782 | 4.33% | 3,452,362,731 | Dec 31, 2023 |
| VIKING GLOBAL INVESTORS LP | 0.16% | 0.42% | 1,388,521 | 1,388,521 | 100.00% | 115,038,965 | Dec 31, 2023 |
| D. E. SHAW & CO., INC. | 0.16% | 0.10% | 1,386,485 | 1,381,585 | 28195.61% | 114,870,282 | Dec 31, 2023 |
| STATE STREET CORP | 1.56% | 0.05% | 13,466,535 | 1,243,821 | 10.18% | 1,115,702,425 | Dec 31, 2023 |
| FMR LLC | 0.93% | 0.05% | 8,053,271 | 1,128,993 | 16.30% | 667,213,499 | Dec 31, 2023 |
| PRUDENTIAL FINANCIAL INC | 0.12% | 0.12% | 998,279 | 966,702 | 3061.41% | 82,707,444 | Dec 31, 2023 |
| BAIN CAPITAL PUBLIC EQUITY MANAGEMENT II, LLC | 0.10% | 2.88% | 824,217 | 824,217 | 100.00% | 68,286,378 | Dec 31, 2023 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 0.18% | 0.02% | 1,591,477 | 811,828 | 104.13% | 131,855,000 | Dec 31, 2023 |
| CAPITAL INTERNATIONAL INVESTORS | 4.97% | 0.80% | 42,808,786 | 805,122 | 1.92% | 3,546,707,969 | Dec 31, 2023 |
| HOLOCENE ADVISORS, LP | 0.30% | 0.84% | 2,587,775 | 773,686 | 42.65% | 214,397,159 | Dec 31, 2023 |
| ENSTAR GROUP LTD | 0.08% | 17.78% | 732,313 | 732,313 | 100.00% | 60,672,132 | Dec 31, 2023 |
| JPMORGAN CHASE & CO | 0.57% | 0.04% | 4,911,514 | 670,562 | 15.81% | 406,918,981 | Dec 31, 2023 |
| SEI INVESTMENTS CO | 0.10% | 0.12% | 865,628 | 662,050 | 325.21% | 71,717,255 | Dec 31, 2023 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.11% | 0.08% | 9,596,081 | 647,124 | 7.23% | 793,826,374 | Dec 31, 2023 |
| LEGAL & GENERAL GROUP PLC | 0.69% | 0.13% | 5,920,301 | 548,284 | 10.21% | 490,496,821 | Dec 31, 2023 |
| UBS GROUP AG | 0.12% | 0.02% | 994,321 | 497,970 | 100.33% | 82,379,496 | Dec 31, 2023 |
As of Dec 31 2023, KKR's largest institutional buyer is WELLINGTON MANAGEMENT GROUP LLP. The company purchased 16.21M stocks of KKR, valued at $1.34B.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| HARRIS ASSOCIATES L P | 2.41% | 2.96% | 20,747,921 | -6,162,756 | -22.90% | 1,718,965,245 | Dec 31, 2023 |
| VALUEACT HOLDINGS, L.P. | 0.69% | 9.87% | 5,954,108 | -5,466,800 | -47.87% | 493,297,848 | Dec 31, 2023 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 2.27% | 1.05% | 19,569,720 | -3,875,187 | -16.53% | 1,621,352,000 | Dec 31, 2023 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1.23% | 0.53% | 10,630,777 | -2,656,872 | -20.00% | 880,759,867 | Dec 31, 2023 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 0.71% | 2.24% | 6,149,882 | -2,094,349 | -25.40% | 509,517,724 | Dec 31, 2023 |
| SAMLYN CAPITAL, LLC | 0.12% | 1.66% | 1,005,202 | -1,653,081 | -62.19% | 83,280,986 | Dec 31, 2023 |
| DARSANA CAPITAL PARTNERS LP | 0.30% | 7.69% | 2,600,000 | -1,400,000 | -35.00% | 215,410,000 | Dec 31, 2023 |
| EGERTON CAPITAL (UK) LLP | - | - | - | -1,394,577 | -100.00% | - | Dec 31, 2023 |
| EMINENCE CAPITAL, LP | 0.10% | 1.11% | 891,916 | -1,278,758 | -58.91% | 73,895,241 | Dec 31, 2023 |
| UBS GROUP AG | 0.01% | 0.00% | 100,000 | -1,100,000 | -91.67% | 8,285,000 | Dec 31, 2023 |
| CAPITAL WORLD INVESTORS | 1.80% | 0.23% | 15,505,113 | -1,074,765 | -6.48% | 1,284,598,612 | Dec 31, 2023 |
| FRANKLIN RESOURCES INC | 0.01% | 0.00% | 49,052 | -962,534 | -95.15% | 4,063,958 | Dec 31, 2023 |
| BLACKSHEEP FUND MANAGEMENT LTD | 0.09% | 24.87% | 758,584 | -875,850 | -53.59% | 62,848,684 | Dec 31, 2023 |
| VULCAN VALUE PARTNERS, LLC | 0.71% | 7.42% | 6,104,549 | -814,020 | -11.77% | 505,495,000 | Dec 31, 2023 |
| POINT72 ASSET MANAGEMENT, L.P. | 0.09% | 0.16% | 812,680 | -810,920 | -49.95% | 67,330,538 | Dec 31, 2023 |
| HRT FINANCIAL LP | 0.03% | 0.16% | 268,443 | -622,178 | -69.86% | 22,240,000 | Dec 31, 2023 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.02% | 0.02% | 143,977 | -519,386 | -78.30% | 11,928,494 | Dec 31, 2023 |
| SEATOWN HOLDINGS PTE. LTD. | 0.02% | 0.98% | 134,811 | -511,089 | -79.13% | 11,169,091 | Dec 31, 2023 |
| TIGER GLOBAL MANAGEMENT LLC | - | - | - | -511,000 | -100.00% | - | Dec 31, 2023 |
| TRIPLE FROND PARTNERS LLC | - | - | - | -493,692 | -100.00% | - | Dec 31, 2023 |
As of Dec 31 2023, KKR's biggest institutional seller is HARRIS ASSOCIATES L P. The company sold -6.16M shares of KKR, valued at $1.72B.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.91% | 0.11% | 7,843,066 | 7,843,066 | 100.00% | 649,798,018 | Dec 31, 2023 |
| WINSLOW CAPITAL MANAGEMENT, LLC | 0.48% | 1.43% | 4,156,357 | 4,156,357 | 100.00% | 344,354,178 | Dec 31, 2023 |
| VIKING GLOBAL INVESTORS LP | 0.16% | 0.42% | 1,388,521 | 1,388,521 | 100.00% | 115,038,965 | Dec 31, 2023 |
| BAIN CAPITAL PUBLIC EQUITY MANAGEMENT II, LLC | 0.10% | 2.88% | 824,217 | 824,217 | 100.00% | 68,286,378 | Dec 31, 2023 |
| ENSTAR GROUP LTD | 0.08% | 17.78% | 732,313 | 732,313 | 100.00% | 60,672,132 | Dec 31, 2023 |
| 0.04% | 0.36% | 332,331 | 332,331 | 100.00% | 27,534,000 | Dec 31, 2023 | |
| XN LP | 0.03% | 1.42% | 258,936 | 258,936 | 100.00% | 21,452,848 | Dec 31, 2023 |
| GOVERNORS LANE LP | 0.02% | 1.79% | 215,000 | 215,000 | 100.00% | 17,812,750 | Dec 31, 2023 |
| 0.02% | 28.16% | 180,010 | 180,010 | 100.00% | 14,913,829 | Dec 31, 2023 | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 0.02% | 0.07% | 179,098 | 179,098 | 100.00% | 2,162,000 | Dec 31, 2023 |
| FACTORY MUTUAL INSURANCE CO | 0.02% | 0.17% | 170,000 | 170,000 | 100.00% | 14,084,500 | Dec 31, 2023 |
| HUDSON BAY CAPITAL MANAGEMENT LP | 0.02% | 0.08% | 150,000 | 150,000 | 100.00% | 12,427,500 | Dec 31, 2023 |
| PICTON MAHONEY ASSET MANAGEMENT | 0.02% | 0.31% | 138,535 | 138,535 | 100.00% | 11,478,000 | Dec 31, 2023 |
| CAPITAL GROUP PRIVATE CLIENT SERVICES, INC. | 0.02% | 0.12% | 135,173 | 135,173 | 100.00% | 11,199,083 | Dec 31, 2023 |
| PHILADELPHIA FINANCIAL MANAGEMENT OF SAN FRANCISCO, LLC | 0.01% | 1.85% | 126,330 | 126,330 | 100.00% | 10,466,441 | Dec 31, 2023 |
| 0.01% | 0.11% | 125,000 | 125,000 | 100.00% | 10,356,250 | Dec 31, 2023 | |
| FEDERATED HERMES, INC. | 0.01% | 0.02% | 117,605 | 117,605 | 100.00% | 9,743,574 | Dec 31, 2023 |
| COOKSON PEIRCE & CO INC | 0.01% | 0.58% | 116,312 | 116,312 | 100.00% | 9,636,000 | Dec 31, 2023 |
| 0.01% | 0.03% | 102,954 | 102,954 | 100.00% | 8,529,739,000 | Dec 31, 2023 | |
| UBS GROUP AG | 0.01% | 0.00% | 88,800 | 88,800 | 100.00% | 7,357,080 | Dec 31, 2023 |
| CAPTION MANAGEMENT, LLC | 0.01% | 0.10% | 87,500 | 87,500 | 100.00% | 7,249,375 | Dec 31, 2023 |
| CAMPBELL CAPITAL MANAGEMENT INC | 0.01% | 3.25% | 83,752 | 83,752 | 100.00% | 6,939,000 | Dec 31, 2023 |
| COMMUNITY TRUST & INVESTMENT CO | 0.01% | 0.51% | 79,847 | 79,847 | 100.00% | 6,615,357 | Dec 31, 2023 |
| CAPITAL FUND MANAGEMENT S.A. | 0.01% | 0.02% | 79,222 | 79,222 | 100.00% | 6,563,542 | Dec 31, 2023 |
| AQUATIC CAPITAL MANAGEMENT LLC | 0.01% | 0.15% | 72,700 | 72,700 | 100.00% | 6,023,000 | Dec 31, 2023 |
| CAPITAL FUND MANAGEMENT S.A. | 0.01% | 0.01% | 59,400 | 59,400 | 100.00% | 4,921,290 | Dec 31, 2023 |
| ENGLE CAPITAL MANAGEMENT, L.P. | 0.01% | 1.68% | 58,000 | 58,000 | 100.00% | 4,805,300 | Dec 31, 2023 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 0.01% | 0.07% | 57,090 | 57,090 | 100.00% | 4,729,906 | Dec 31, 2023 |
| BAIN CAPITAL PUBLIC EQUITY, LP | 0.01% | 3.31% | 53,187 | 53,187 | 100.00% | 4,406,543 | Dec 31, 2023 |
| HAP TRADING, LLC | 0.01% | 0.00% | 52,600 | 52,600 | 100.00% | 1,014,000 | Dec 31, 2023 |
| 0.01% | 1.41% | 48,075 | 48,075 | 100.00% | 3,983,014 | Dec 31, 2023 | |
| QSEMBLE CAPITAL MANAGEMENT, LP | 0.01% | 0.99% | 47,844 | 47,844 | 100.00% | 3,963,875 | Dec 31, 2023 |
| WALLEYE CAPITAL LLC | 0.01% | 0.01% | 44,951 | 44,951 | 100.00% | 3,724,190 | Dec 31, 2023 |
| MARVIN & PALMER ASSOCIATES INC | 0.00% | 3.94% | 42,580 | 42,580 | 100.00% | 3,527,753 | Dec 31, 2023 |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 0.00% | 0.12% | 38,121 | 38,121 | 100.00% | 3,158,322 | Dec 31, 2023 |
| MALTESE CAPITAL MANAGEMENT LLC | 0.00% | 0.74% | 31,800 | 31,800 | 100.00% | 2,634,630 | Dec 31, 2023 |
| QUANTBOT TECHNOLOGIES LP | 0.00% | 0.15% | 31,611 | 31,611 | 100.00% | 2,618,971 | Dec 31, 2023 |
| VARMA MUTUAL PENSION INSURANCE CO | 0.00% | 0.03% | 30,300 | 30,300 | 100.00% | 2,510,355 | Dec 31, 2023 |
| AIGEN INVESTMENT MANAGEMENT, LP | 0.00% | 0.40% | 27,336 | 27,336 | 100.00% | 2,264,788 | Dec 31, 2023 |
| SIT INVESTMENT ASSOCIATES INC | 0.00% | 0.06% | 27,075 | 27,075 | 100.00% | 2,243,000 | Dec 31, 2023 |
| 0.00% | 1.54% | 25,054 | 25,054 | 100.00% | 2,075,724,000 | Dec 31, 2023 | |
| BANK OF AMERICA CORP /DE/ | 0.00% | 0.00% | 25,000 | 25,000 | 100.00% | 2,071,250 | Dec 31, 2023 |
| NOMURA HOLDINGS INC | 0.00% | 0.01% | 25,000 | 25,000 | 100.00% | 2,071,250,000 | Dec 31, 2023 |
| THRIVENT FINANCIAL FOR LUTHERANS | 0.00% | 0.00% | 24,208 | 24,208 | 100.00% | 2,006,000 | Dec 31, 2023 |
| 0.00% | 0.07% | 23,572 | 23,572 | 100.00% | 1,952,901 | Dec 31, 2023 | |
| UNITED ASSET STRATEGIES, INC. | 0.00% | 0.21% | 22,074 | 22,074 | 100.00% | 1,828,857 | Dec 31, 2023 |
| WAVERLY ADVISORS, LLC | 0.00% | 0.07% | 21,876 | 21,876 | 100.00% | 1,812,427 | Dec 31, 2023 |
| TWO SIGMA INVESTMENTS, LP | 0.00% | 0.00% | 21,800 | 21,800 | 100.00% | 1,806,130 | Dec 31, 2023 |
| BLACK SWIFT GROUP, LLC | 0.00% | 0.52% | 21,000 | 21,000 | 100.00% | 1,739,850 | Dec 31, 2023 |
| 0.00% | 0.01% | 19,451 | 19,451 | 100.00% | 1,611,509 | Dec 31, 2023 | |
| CAPITAL FUND MANAGEMENT S.A. | 0.00% | 0.00% | 19,200 | 19,200 | 100.00% | 1,590,720 | Dec 31, 2023 |
| JEFFERIES FINANCIAL GROUP INC. | 0.00% | 0.01% | 18,800 | 18,800 | 100.00% | 1,557,580 | Dec 31, 2023 |
| HUNTING HILL GLOBAL CAPITAL, LLC | 0.00% | 0.60% | 17,221 | 17,221 | 100.00% | 1,426,760 | Dec 31, 2023 |
| 0.00% | 1.55% | 17,100 | 17,100 | 100.00% | 1,416,735 | Dec 31, 2023 | |
| DANTAI CAPITAL LTD | 0.00% | 1.73% | 16,535 | 16,535 | 100.00% | 1,369,925,000 | Dec 31, 2023 |
| CIBC WORLD MARKETS CORP | 0.00% | 0.01% | 16,018 | 16,018 | 100.00% | 1,327,091 | Dec 31, 2023 |
| LANSING STREET ADVISORS | 0.00% | 0.68% | 15,560 | 15,560 | 100.00% | 1,289,123 | Dec 31, 2023 |
| U S GLOBAL INVESTORS INC | 0.00% | 0.08% | 14,550 | 14,550 | 100.00% | 1,205,468 | Dec 31, 2023 |
| 0.00% | 0.01% | 13,500 | 13,500 | 100.00% | 1,118,475 | Dec 31, 2023 | |
| INVESTMENT MANAGEMENT CORP OF ONTARIO | 0.00% | 0.03% | 13,384 | 13,384 | 100.00% | 1,108,864 | Dec 31, 2023 |
| INTEROCEAN CAPITAL GROUP, LLC | 0.00% | - | 12,000 | 12,000 | 100.00% | 994 | Dec 31, 2023 |
| GRAYHAWK INVESTMENT STRATEGIES INC. | 0.00% | 0.30% | 11,174 | 11,174 | 100.00% | 1,171,482 | Dec 31, 2023 |
| 0.00% | 0.57% | 10,900 | 10,900 | 100.00% | 903,065 | Dec 31, 2023 | |
| ILLINOIS MUNICIPAL RETIREMENT FUND | 0.00% | 0.01% | 10,757 | 10,757 | 100.00% | 891,000 | Dec 31, 2023 |
| TCW GROUP INC | 0.00% | 0.01% | 10,474 | 10,474 | 100.00% | 875,417 | Dec 31, 2023 |
| CONNECTUS WEALTH, LLC | 0.00% | 0.02% | 10,289 | 10,289 | 100.00% | 852,512 | Dec 31, 2023 |
| ADVISORS ASSET MANAGEMENT, INC. | 0.00% | 0.02% | 9,995 | 9,995 | 100.00% | 828,086 | Dec 31, 2023 |
| VIRTUE CAPITAL MANAGEMENT, LLC | 0.00% | 0.15% | 9,291 | 9,291 | 100.00% | 756,270 | Dec 31, 2023 |
| PRIME CAPITAL INVESTMENT ADVISORS, LLC | 0.00% | 0.01% | 8,801 | 8,801 | 100.00% | 729,202 | Dec 31, 2023 |
| 0.00% | 0.50% | 8,617 | 8,617 | 100.00% | 713,918 | Dec 31, 2023 | |
| HANSEATIC MANAGEMENT SERVICES INC | 0.00% | 1.13% | 7,827 | 7,827 | 100.00% | 648,467 | Dec 31, 2023 |
| OXFORD ASSET MANAGEMENT LLP | 0.00% | 1.12% | 7,458 | 7,458 | 100.00% | 617,895 | Dec 31, 2023 |
| 0.00% | 0.17% | 7,303 | 7,303 | 100.00% | 632,294 | Dec 31, 2023 | |
| SIMPLEX TRADING, LLC | 0.00% | 0.00% | 7,176 | 7,176 | 100.00% | 594,000 | Dec 31, 2023 |
| 0.00% | 0.02% | 7,028 | 7,028 | 100.00% | 582,270 | Dec 31, 2023 | |
| IONIC CAPITAL MANAGEMENT LLC | 0.00% | 0.14% | 7,000 | 7,000 | 100.00% | 579,950 | Dec 31, 2023 |
| BRIDGEFRONT CAPITAL, LLC | 0.00% | 0.43% | 6,896 | 6,896 | 100.00% | 571,334 | Dec 31, 2023 |
| 0.00% | 0.02% | 6,196 | 6,196 | 100.00% | 513,339 | Dec 31, 2023 | |
| AUXANO ADVISORS, LLC | 0.00% | 0.16% | 5,895 | 5,895 | 100.00% | 488,401 | Dec 31, 2023 |
| DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 0.00% | 0.01% | 5,610 | 5,610 | 100.00% | 464,789 | Dec 31, 2023 |
| MERIT FINANCIAL GROUP, LLC | 0.00% | 0.01% | 5,576 | 5,576 | 100.00% | 461,972 | Dec 31, 2023 |
| TWO SIGMA SECURITIES, LLC | 0.00% | 0.00% | 4,700 | 4,700 | 100.00% | 389,395,000 | Dec 31, 2023 |
| RESOURCES INVESTMENT ADVISORS, LLC. | 0.00% | 0.01% | 4,615 | 4,615 | 100.00% | 382,353 | Dec 31, 2023 |
| CIC WEALTH, LLC | 0.00% | 0.12% | 4,555 | 4,555 | 100.00% | 377,382 | Dec 31, 2023 |
| BALDWIN INVESTMENT MANAGEMENT, LLC | 0.00% | 0.06% | 4,500 | 4,500 | 100.00% | 372,825 | Dec 31, 2023 |
| BLUECREST CAPITAL MANAGEMENT LTD | 0.00% | 0.01% | 4,300 | 4,300 | 100.00% | 356,255 | Dec 31, 2023 |
| BOULDER HILL CAPITAL MANAGEMENT LP | 0.00% | 0.19% | 4,200 | 4,200 | 100.00% | 347,970 | Dec 31, 2023 |
| AXXCESS WEALTH MANAGEMENT, LLC | 0.00% | 0.01% | 4,182 | 4,182 | 100.00% | 346,479 | Dec 31, 2023 |
| 0.00% | 0.08% | 4,165 | 4,165 | 100.00% | 345,070 | Dec 31, 2023 | |
| SAGEVIEW ADVISORY GROUP, LLC | 0.00% | 0.02% | 4,063 | 4,063 | 100.00% | 356,610 | Dec 31, 2023 |
| ESSEX SAVINGS BANK | 0.00% | 0.10% | 4,057 | 4,057 | 100.00% | 336,122 | Dec 31, 2023 |
| MEEDER ADVISORY SERVICES, INC. | 0.00% | 0.04% | 3,850 | 3,850 | 100.00% | 318,972 | Dec 31, 2023 |
| MORNINGSTAR INVESTMENT SERVICES LLC | 0.00% | 0.00% | 3,768 | 3,768 | 100.00% | 315,000 | Dec 31, 2023 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.00% | 0.00% | 3,657 | 3,657 | 100.00% | 303,000 | Dec 31, 2023 |
| WEALTH ALLIANCE | 0.00% | 0.04% | 3,638 | 3,638 | 100.00% | 301,379 | Dec 31, 2023 |
| FUNDAMENTUM, LLC | 0.00% | 0.03% | 3,428 | 3,428 | 100.00% | 284,010 | Dec 31, 2023 |
| LEGACY ADVISORS, LLC | 0.00% | 0.04% | 3,414 | 3,414 | 100.00% | 282,850 | Dec 31, 2023 |
| STRATOS WEALTH PARTNERS, LTD. | 0.00% | 0.01% | 3,222 | 3,222 | 100.00% | 266,943 | Dec 31, 2023 |
| CAAS CAPITAL MANAGEMENT LP | 0.00% | 0.03% | 3,200 | 3,200 | 100.00% | 265,120 | Dec 31, 2023 |
| 0.00% | 0.15% | 3,195 | 3,195 | 100.00% | 264,706 | Dec 31, 2023 |
KKR's largest new institutional shareholder by number of shares is NORGES BANK, purchased 7.84M shares, valued at $649.80M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| EGERTON CAPITAL (UK) LLP | - | - | - | -1,394,577 | -100.00% | - | Dec 31, 2023 |
| TIGER GLOBAL MANAGEMENT LLC | - | - | - | -511,000 | -100.00% | - | Dec 31, 2023 |
| TRIPLE FROND PARTNERS LLC | - | - | - | -493,692 | -100.00% | - | Dec 31, 2023 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -472,989 | -100.00% | - | Dec 31, 2023 |
| TUDOR INVESTMENT CORP ET AL | - | - | - | -298,457 | -100.00% | - | Dec 31, 2023 |
| CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD | - | - | - | -212,127 | -100.00% | - | Dec 31, 2023 |
| KIWI WEALTH INVESTMENTS LIMITED PARTNERSHIP | - | - | - | -162,923 | -100.00% | - | Dec 31, 2023 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -150,000 | -100.00% | - | Dec 31, 2023 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | - | - | - | -102,800 | -100.00% | - | Dec 31, 2023 |
| MYDA ADVISORS LLC | - | - | - | -84,000 | -100.00% | - | Dec 31, 2023 |
| PEARL RIVER CAPITAL, LLC | - | - | - | -52,467 | -100.00% | - | Dec 31, 2023 |
| ALLY FINANCIAL INC. | - | - | - | -49,000 | -100.00% | - | Dec 31, 2023 |
| SABA CAPITAL MANAGEMENT, L.P. | - | - | - | -38,728 | -100.00% | - | Dec 31, 2023 |
| CITIGROUP INC | - | - | - | -37,500 | -100.00% | - | Dec 31, 2023 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -30,552 | -100.00% | - | Dec 31, 2023 |
| AARON WEALTH ADVISORS LLC | - | - | - | -26,861 | -100.00% | - | Dec 31, 2023 |
| BELLWETHER ADVISORS, LLC | - | - | - | -23,505 | -100.00% | - | Dec 31, 2023 |
| GREENLAND CAPITAL MANAGEMENT LP | - | - | - | -20,100 | -100.00% | - | Dec 31, 2023 |
| APG ASSET MANAGEMENT N.V. | - | - | - | -18,556 | -100.00% | - | Dec 31, 2023 |
| YAHAV ACHIM VE ACHAYOT - PROVIDENT FUNDS MANAGEMENT CO LTD. | - | - | - | -17,467 | -100.00% | - | Dec 31, 2023 |
| ROCK CREEK GROUP, LP | - | - | - | -15,000 | -100.00% | - | Dec 31, 2023 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -14,030 | -100.00% | - | Dec 31, 2023 |
| FIFTH LANE CAPITAL, LP | - | - | - | -12,203 | -100.00% | - | Dec 31, 2023 |
| CENTIVA CAPITAL, LP | - | - | - | -11,174 | -100.00% | - | Dec 31, 2023 |
| CONCENTRIC CAPITAL STRATEGIES, LP | - | - | - | -10,347 | -100.00% | - | Dec 31, 2023 |
| BANQUE CANTONALE VAUDOISE | - | - | - | -10,009 | -100.00% | - | Dec 31, 2023 |
| ADVISOR RESOURCE COUNCIL | - | - | - | -9,878 | -100.00% | - | Dec 31, 2023 |
| ATOM INVESTORS LP | - | - | - | -8,374 | -100.00% | - | Dec 31, 2023 |
| CAPULA MANAGEMENT LTD | - | - | - | -8,100 | -100.00% | - | Dec 31, 2023 |
| OAK THISTLE LLC | - | - | - | -5,862 | -100.00% | - | Dec 31, 2023 |
| INTEGRATED WEALTH CONCEPTS LLC | - | - | - | -5,853 | -100.00% | - | Dec 31, 2023 |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | - | - | - | -5,785 | -100.00% | - | Dec 31, 2023 |
| CADENCE BANK | - | - | - | -4,583 | -100.00% | - | Dec 31, 2023 |
| BREVAN HOWARD CAPITAL MANAGEMENT LP | - | - | - | -4,016 | -100.00% | - | Dec 31, 2023 |
| BRAGG FINANCIAL ADVISORS, INC | - | - | - | -3,777 | -100.00% | - | Dec 31, 2023 |
| SIGMA PLANNING CORP | - | - | - | -3,572 | -100.00% | - | Dec 31, 2023 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | - | - | - | -3,421 | -100.00% | - | Dec 31, 2023 |
| CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -3,413 | -100.00% | - | Dec 31, 2023 |
| CARMEL CAPITAL PARTNERS, LLC | - | - | - | -2,436 | -100.00% | - | Dec 31, 2023 |
| BAKER AVENUE ASSET MANAGEMENT, LP | - | - | - | -2,049 | -100.00% | - | Dec 31, 2023 |
| ITAU UNIBANCO HOLDING S.A. | - | - | - | -1,230 | -100.00% | - | Dec 31, 2023 |
| ARLINGTON PARTNERS LLC | - | - | - | -419 | -100.00% | - | Dec 31, 2023 |
| - | - | - | -419 | -100.00% | - | Dec 31, 2023 | |
| SKYVIEW INVESTMENT ADVISORS, LLC | - | - | - | -361 | -100.00% | - | Dec 31, 2023 |
| INTERVAL PARTNERS, LP | - | - | - | -300 | -100.00% | - | Dec 31, 2023 |
| RIVERVIEW TRUST CO | - | - | - | -273 | -100.00% | - | Dec 31, 2023 |
| FLAHARTY ASSET MANAGEMENT, LLC | - | - | - | -180 | -100.00% | - | Dec 31, 2023 |
| CENTERPOINT ADVISORS, LLC | - | - | - | -113 | -100.00% | - | Dec 31, 2023 |
| WASHINGTON TRUST CO | - | - | - | -80 | -100.00% | - | Dec 31, 2023 |
| HIGHLANDER CAPITAL MANAGEMENT, LLC | - | - | - | -79 | -100.00% | - | Dec 31, 2023 |
| EARNEST PARTNERS LLC | - | - | - | -59 | -100.00% | - | Dec 31, 2023 |
| CORNERSTONE PLANNING GROUP LLC | - | - | - | -7 | -100.00% | - | Dec 31, 2023 |
KKR's largest sold out institutional shareholder by shares sold is EGERTON CAPITAL (UK) LLP, sold -1.39M shares, valued at -, as of undefined.
KKR Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| VOYAGEUR MUTUAL FUNDS III | 21.25% | 214,039 | - | - | Oct 31, 2023 |
| BlackRock Capital Appreciation Fund, Inc. | 7.64% | 1,087,604 | - | - | Nov 30, 2023 |
| MATTHEW 25 FUND | 3.51% | 208,500 | -26,500 | -11.28% | Sep 30, 2023 |
| BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. | 1.88% | 310,564 | - | - | Nov 30, 2023 |
| BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. | 1.63% | 3,000,000 | - | - | Sep 30, 2023 |
| BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. | 1.46% | 2,690,000 | - | - | Sep 30, 2023 |
| LORD ABBETT MID CAP STOCK FUND INC | 1.45% | 420,110 | - | - | Sep 30, 2023 |
| DAVIS VARIABLE ACCOUNT FUND INC | 0.96% | 47,360 | - | - | Sep 30, 2023 |
| LAUDUS TRUST | 0.94% | 758,568 | - | - | Sep 30, 2023 |
| BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. | 0.82% | 1,000,000 | - | - | Aug 31, 2023 |
| JOHN HANCOCK CAPITAL SERIES | 0.80% | 681,862 | - | - | Oct 31, 2023 |
| LORD ABBETT AFFILIATED FUND INC | 0.69% | 1,058,000 | - | - | Oct 31, 2023 |
| GROWTH FUND OF AMERICA | 0.68% | 17,487,501 | 672,321 | 4.00% | Nov 30, 2023 |
| Capital Group Growth ETF | 0.67% | 210,224 | 24,075 | 12.93% | Nov 30, 2023 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.65% | 87,145 | - | - | Dec 31, 2023 |
| GABELLI EQUITY SERIES FUNDS INC | 0.64% | 674,000 | -500 | -0.07% | Sep 29, 2023 |
| WASHINGTON MUTUAL INVESTORS FUND | 0.62% | 11,554,397 | 1,991,626 | 20.83% | Oct 31, 2023 |
| PUTNAM SUSTAINABLE LEADERS FUND | 0.61% | 1,012,000 | - | - | Sep 30, 2023 |
| DAVIS SERIES INC | 0.60% | 746,600 | - | - | Sep 30, 2023 |
| John Hancock Asset-Based Lending Fund | 0.59% | 702,463 | -86,779 | -11.00% | Oct 31, 2023 |
| Capital Group Core Equity ETF | 0.56% | 96,636 | 96,636 | - | Nov 30, 2023 |
| NEW ECONOMY FUND | 0.53% | 2,765,236 | - | - | Nov 30, 2023 |
| HIGHLAND FUNDS II | 0.53% | 5,866 | - | - | Sep 30, 2023 |
| Natixis ETF Trust II | 0.52% | 4,455 | - | - | Sep 30, 2023 |
| T. Rowe Price Financial Services Fund, Inc. | 0.51% | 257,200 | -34,800 | -11.92% | Sep 30, 2023 |
| T. Rowe Price Mid-Cap Growth Fund, Inc. | 0.51% | 6,472,300 | -28,600 | -0.44% | Sep 30, 2023 |
| Vanguard Montgomery Funds | 0.44% | 38,143 | - | - | Sep 30, 2023 |
| AMERICAN FUNDS FUNDAMENTAL INVESTORS | 0.43% | 7,625,528 | -4,697 | -0.06% | Sep 30, 2023 |
| PUTNAM LARGE CAP VALUE FUND | 0.42% | 5,577,720 | - | - | Oct 31, 2023 |
| AGF Investments Trust | 0.41% | -19,392 | 5,466 | -21.99% | Sep 30, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS II INC | 0.37% | 3,300,000 | - | - | Sep 30, 2023 |
| INVESTMENT CO OF AMERICA | 0.36% | 5,613,181 | -10,222 | -0.18% | Sep 30, 2023 |
| MFS SERIES TRUST I | 0.35% | 6,525,716 | -188,292 | -2.80% | Nov 30, 2023 |
| BARINGS GLOBAL SHORT DURATION HIGH YIELD FUND | 0.34% | 1,500,000 | - | - | Sep 30, 2023 |
| LMP CAPITAL & INCOME FUND INC. | 0.29% | 63,700 | - | - | Nov 30, 2023 |
| BNY Mellon Investment Funds IV, Inc. | 0.28% | 2,000,000 | - | - | Oct 31, 2023 |
| BNY Mellon Investment Funds IV, Inc. | 0.28% | 2,000,000 | - | - | Oct 31, 2023 |
| JOHN HANCOCK INVESTMENT TRUST II | 0.28% | 125,425 | -679 | -0.54% | Oct 31, 2023 |
| Gabelli ETFs Trust | 0.28% | 4,000 | 3,900 | 3900.00% | Sep 29, 2023 |
| Innovator ETFs Trust II | 0.28% | 99,752 | - | - | Jul 31, 2021 |
| Nuveen Core Equity Alpha Fund | 0.26% | 22,340 | - | - | Sep 30, 2023 |
| PRUDENTIALS GIBRALTAR FUND | 0.25% | 29,292 | - | - | Sep 29, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS II INC | 0.25% | 2,250,000 | - | - | Sep 30, 2023 |
| AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.25% | 492,041 | - | - | Sep 30, 2023 |
| LIBERTY ALL STAR EQUITY FUND | 0.25% | 169,926 | - | - | Sep 30, 2023 |
| T. Rowe Price U.S. Equity Research Fund, Inc. | 0.22% | 347,429 | - | - | Sep 30, 2023 |
| CORNERCAP GROUP OF FUNDS /VA/ | 0.20% | 14,425 | - | - | Sep 30, 2022 |
| GABELLI ASSET FUND | 0.19% | 79,200 | -1,950 | -2.40% | Sep 29, 2023 |
| SEI Exchange Traded Funds | 0.19% | 2,012 | - | - | Sep 30, 2023 |
| FIDELITY DESTINY PORTFOLIOS | 0.19% | 458,385 | 83,700 | 22.34% | Sep 30, 2023 |
| FPA U.S. Core Equity Fund, Inc. | 0.19% | 11,600 | - | - | Jun 30, 2023 |
| HARRIS ASSOCIATES INVESTMENT TRUST | 0.18% | 14,912,200 | -1,257,700 | -7.78% | Sep 30, 2023 |
| Evermore Funds Trust | 0.18% | 86,155 | - | - | Sep 30, 2022 |
| Advisers Investment Trust | 0.17% | 5,000,000 | - | - | Sep 29, 2023 |
| Engine No. 1 ETF Trust | 0.15% | 9,558 | 1,794 | 23.11% | Oct 31, 2023 |
| Collaborative Investment Series Trust | 0.14% | 61,036 | 58,370 | 2189.42% | Sep 30, 2023 |
| VANGUARD QUANTITATIVE FUNDS | 0.14% | 594,714 | 587,214 | 7829.52% | Sep 30, 2023 |
| BNY Mellon Investment Funds IV, Inc. | 0.14% | 1,000,000 | - | - | Oct 31, 2023 |
| BNY Mellon Investment Funds IV, Inc. | 0.14% | 1,000,000 | - | - | Oct 31, 2023 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.14% | 1,950,000 | - | - | Oct 31, 2023 |
| ROYCE GLOBAL VALUE TRUST, INC. | 0.13% | 25,000 | - | - | Sep 30, 2023 |
| DEUTSCHE DWS INVESTMENT TRUST | 0.12% | 32,257 | - | - | Nov 30, 2023 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.12% | 1,700,000 | - | - | Oct 31, 2023 |
| GoodHaven Funds Trust | 0.11% | 75,000 | - | - | Nov 30, 2023 |
| Innovator ETFs Trust II | 0.11% | 41,357 | - | - | Jul 31, 2021 |
| Fairway Private Equity & Venture Capital Opportunities Fund | 0.11% | 13,500 | - | - | Sep 30, 2023 |
| HARBOR FUNDS | 0.11% | 2,402,690 | - | - | Oct 31, 2023 |
| 360 Funds | 0.11% | 3,000 | - | - | Nov 30, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.11% | 275,000 | - | - | Sep 30, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.11% | 275,000 | - | - | Sep 30, 2023 |
| DIAMOND HILL FUNDS | 0.10% | 4,559,517 | -793,660 | -14.83% | Sep 30, 2023 |
| FRANK FUNDS | 0.10% | 39,000 | - | - | Sep 30, 2023 |
| LORD ABBETT SECURITIES TRUST | 0.10% | 496,070 | -6,570 | -1.31% | Oct 31, 2023 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.09% | 13,725,000 | - | - | Sep 30, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.09% | 230,000 | - | - | Sep 30, 2023 |
| Primark Private Equity Investments Fund | 0.09% | 25,764 | -19,855 | -43.52% | Sep 30, 2023 |
| AMERICAN CENTURY STRATEGIC ASSET ALLOCATIONS INC | 0.09% | 1,250,000 | - | - | Oct 31, 2023 |
| DIREXION FUNDS | 0.09% | 106,940 | - | - | Nov 30, 2023 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.08% | 12,225,000 | - | - | Sep 30, 2023 |
| VANGUARD INDEX FUNDS | 0.08% | 35,301,776 | 852,342 | 2.47% | Sep 30, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.08% | 200,000 | - | - | Sep 30, 2023 |
| DELAWARE VIP TRUST | 0.08% | 277,941 | - | - | Sep 29, 2023 |
| T. Rowe Price Equity Funds, Inc. | 0.08% | 1,155,000 | - | - | Sep 30, 2023 |
| T. Rowe Price Equity Series, Inc. | 0.07% | 111,900 | -1,600 | -1.41% | Sep 30, 2023 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.07% | 11,130,000 | - | - | Sep 30, 2023 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.07% | 725,000 | - | - | Oct 31, 2023 |
| TETON WESTWOOD FUNDS | 0.07% | 60,500 | - | - | Sep 29, 2023 |
| AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.07% | 175,000 | - | - | Sep 30, 2023 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.07% | 16,794 | -497 | -2.87% | Sep 30, 2023 |
| Calvert Responsible Index Series, Inc. | 0.07% | 123,787 | 13,603 | 12.35% | Sep 30, 2023 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.07% | 9,725,000 | - | - | Sep 30, 2023 |
| FIDELITY DEVONSHIRE TRUST | 0.06% | 919,598 | - | - | Oct 31, 2023 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. | 0.06% | 554,856 | - | - | Sep 29, 2023 |
| JOHN HANCOCK PREFERRED INCOME FUND III | 0.06% | 331,624 | 93,199 | 39.09% | Oct 31, 2023 |
| JOHN HANCOCK PREFERRED INCOME FUND II | 0.06% | 248,575 | 69,950 | 39.16% | Oct 31, 2023 |
| JOHN HANCOCK PREFERRED INCOME FUND | 0.06% | 310,425 | 86,975 | 38.92% | Oct 31, 2023 |
| AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.06% | 575,000 | - | - | Oct 31, 2023 |
| AMERICAN CENTURY INVESTMENT TRUST | 0.06% | 8,425,000 | - | - | Sep 30, 2023 |
| RBB Fund Trust | 0.05% | 60,555 | -25,600 | -29.71% | Nov 30, 2023 |
| ALPS Variable Investment Trust | 0.05% | 14,800 | -950 | -6.03% | Sep 30, 2023 |
KKR's largest mutual fund holder by % of total assets is "VOYAGEUR MUTUAL FUNDS III", owning 214.04K shares, compromising 21.25% of its total assets.
KKR Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 31 Dec, 23 | 914 | 13.40% |
| 30 Sep, 23 | 806 | 4.81% |
| 30 Jun, 23 | 769 | 1.99% |
| 31 Mar, 23 | 754 | 1.62% |
| 31 Dec, 22 | 742 | 3.49% |
| 30 Sep, 22 | 717 | -3.89% |
| 30 Jun, 22 | 746 | -7.79% |
| 31 Mar, 22 | 809 | -4.71% |
| 31 Dec, 21 | 849 | 12.30% |
| 30 Sep, 21 | 756 | 6.18% |
| 30 Jun, 21 | 712 | 8.87% |
| 31 Mar, 21 | 654 | 6.86% |
| 31 Dec, 20 | 612 | 11.07% |
| 30 Sep, 20 | 551 | 10.20% |
| 30 Jun, 20 | 500 | 3.31% |
| 31 Mar, 20 | 484 | -7.10% |
| 31 Dec, 19 | 521 | 10.62% |
| 30 Sep, 19 | 471 | 2.39% |
| 30 Jun, 19 | 460 | 8.75% |
| 31 Mar, 19 | 423 | 8.74% |
| 31 Dec, 18 | 389 | 2.10% |
| 30 Sep, 18 | 381 | 746.67% |
| 30 Jun, 18 | 45 | - |
| 30 Jun, 10 | 1 | - |
As of 31 Dec 23, 914 institutions are holding KKR's shares, representing an increase of 13.40% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 31 Dec, 23 | 502,397,757 | 2.35% |
| 30 Sep, 23 | 490,845,381 | 4.45% |
| 30 Jun, 23 | 469,953,101 | -0.32% |
| 31 Mar, 23 | 471,441,926 | -0.58% |
| 31 Dec, 22 | 474,204,460 | 1.16% |
| 30 Sep, 22 | 468,753,802 | 3.31% |
| 30 Jun, 22 | 453,732,506 | 2.75% |
| 31 Mar, 22 | 441,604,557 | -0.25% |
| 31 Dec, 21 | 442,694,877 | -0.10% |
| 30 Sep, 21 | 443,142,874 | -0.86% |
| 30 Jun, 21 | 446,987,243 | -0.99% |
| 31 Mar, 21 | 451,471,674 | 0.32% |
| 31 Dec, 20 | 450,036,253 | 1.18% |
| 30 Sep, 20 | 444,768,080 | -0.09% |
| 30 Jun, 20 | 445,170,777 | 4.05% |
| 31 Mar, 20 | 427,831,585 | -0.26% |
| 31 Dec, 19 | 428,965,112 | 1.28% |
| 30 Sep, 19 | 423,531,508 | 2.58% |
| 30 Jun, 19 | 412,868,432 | 0.64% |
| 31 Mar, 19 | 410,223,559 | 7.20% |
| 31 Dec, 18 | 382,674,176 | 0.80% |
| 30 Sep, 18 | 379,619,581 | 312.79% |
| 30 Jun, 18 | 91,965,040 | - |
| 30 Jun, 10 | 100 | - |
KKR (KKR) has 502.40M shares outstanding as of 31 Dec 23, up 2.35% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 31 Dec, 23 | 58.27% | 1.80% |
| 30 Sep, 23 | 56.97% | 1.91% |
| 30 Jun, 23 | 54.58% | 1.82% |
| 31 Mar, 23 | 54.75% | 1.37% |
| 31 Dec, 22 | 63.27% | 2.13% |
| 30 Sep, 22 | 54.52% | 1.23% |
| 30 Jun, 22 | 66.65% | 1.20% |
| 31 Mar, 22 | 74.57% | 1.29% |
| 31 Dec, 21 | 75.93% | 1.31% |
| 30 Sep, 21 | 76.01% | 1.29% |
| 30 Jun, 21 | 76.75% | 1.25% |
| 31 Mar, 21 | 78.28% | 1.22% |
| 31 Dec, 20 | 79.96% | 1.28% |
| 30 Sep, 20 | 79.08% | 1.25% |
| 30 Jun, 20 | 79.67% | 1.36% |
| 31 Mar, 20 | 76.51% | 1.28% |
| 31 Dec, 19 | 77.24% | 1.29% |
| 30 Sep, 19 | 77.52% | 1.35% |
| 30 Jun, 19 | 75.82% | 1.28% |
| 31 Mar, 19 | 76.84% | 1.39% |
| 31 Dec, 18 | 74.44% | 1.42% |
| 30 Sep, 18 | 72.28% | 22.28% |
| 30 Jun, 18 | 18.01% | - |
| 30 Jun, 10 | - | - |
As of 31 Dec 23, KKR is held by 58.27% institutional shareholders, representing a 1.80% growth compared to 30 Sep 23.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 31 Dec, 23 | 442 | 22.10% |
| 30 Sep, 23 | 362 | 14.92% |
| 30 Jun, 23 | 315 | -1.87% |
| 31 Mar, 23 | 321 | -4.46% |
| 31 Dec, 22 | 336 | 11.26% |
| 30 Sep, 22 | 302 | -10.91% |
| 30 Jun, 22 | 339 | -9.60% |
| 31 Mar, 22 | 375 | -13.79% |
| 31 Dec, 21 | 435 | 15.38% |
| 30 Sep, 21 | 377 | 6.20% |
| 30 Jun, 21 | 355 | 21.16% |
| 31 Mar, 21 | 293 | - |
| 31 Dec, 20 | 293 | 23.11% |
| 30 Sep, 20 | 238 | 7.21% |
| 30 Jun, 20 | 222 | 1.37% |
| 31 Mar, 20 | 219 | -6.41% |
| 31 Dec, 19 | 234 | 18.18% |
| 30 Sep, 19 | 198 | -4.35% |
| 30 Jun, 19 | 207 | -8.41% |
| 31 Mar, 19 | 226 | 18.32% |
| 31 Dec, 18 | 191 | -41.95% |
| 30 Sep, 18 | 329 | 631.11% |
| 30 Jun, 18 | 45 | - |
| 30 Jun, 10 | 1 | - |
442 institutional shareholders have increased their position in KKR stock as of 31 Dec 23 compared to 362 in the previous quarter (a 22.10% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 31 Dec, 23 | 314 | 22.66% |
| 30 Sep, 23 | 256 | -6.57% |
| 30 Jun, 23 | 274 | 1.11% |
| 31 Mar, 23 | 271 | 6.69% |
| 31 Dec, 22 | 254 | 4.10% |
| 30 Sep, 22 | 244 | 1.24% |
| 30 Jun, 22 | 241 | -5.49% |
| 31 Mar, 22 | 255 | 2.00% |
| 31 Dec, 21 | 250 | 25.00% |
| 30 Sep, 21 | 200 | 1.52% |
| 30 Jun, 21 | 197 | -4.37% |
| 31 Mar, 21 | 206 | 9.57% |
| 31 Dec, 20 | 188 | 7.43% |
| 30 Sep, 20 | 175 | 12.90% |
| 30 Jun, 20 | 155 | -3.13% |
| 31 Mar, 20 | 160 | 11.89% |
| 31 Dec, 19 | 143 | -0.69% |
| 30 Sep, 19 | 144 | 7.46% |
| 30 Jun, 19 | 134 | 38.14% |
| 31 Mar, 19 | 97 | -2.02% |
| 31 Dec, 18 | 99 | 560.00% |
| 30 Sep, 18 | 15 | - |
| 30 Jun, 18 | - | - |
| 30 Jun, 10 | - | - |
314 institutional shareholders have reduced their position in KKR stock as of 31 Dec 23 compared to 256 in the previous quarter (a 22.66% increase).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 31 Dec, 23 | 914 | 13.40% | 502,397,757 | 2.35% | 58.27% | 1.80% | 442 | 22.10% | 314 | 22.66% |
| 30 Sep, 23 | 806 | 4.81% | 490,845,381 | 4.45% | 56.97% | 1.91% | 362 | 14.92% | 256 | -6.57% |
| 30 Jun, 23 | 769 | 1.99% | 469,953,101 | -0.32% | 54.58% | 1.82% | 315 | -1.87% | 274 | 1.11% |
| 31 Mar, 23 | 754 | 1.62% | 471,441,926 | -0.58% | 54.75% | 1.37% | 321 | -4.46% | 271 | 6.69% |
| 31 Dec, 22 | 742 | 3.49% | 474,204,460 | 1.16% | 63.27% | 2.13% | 336 | 11.26% | 254 | 4.10% |
| 30 Sep, 22 | 717 | -3.89% | 468,753,802 | 3.31% | 54.52% | 1.23% | 302 | -10.91% | 244 | 1.24% |
| 30 Jun, 22 | 746 | -7.79% | 453,732,506 | 2.75% | 66.65% | 1.20% | 339 | -9.60% | 241 | -5.49% |
| 31 Mar, 22 | 809 | -4.71% | 441,604,557 | -0.25% | 74.57% | 1.29% | 375 | -13.79% | 255 | 2.00% |
| 31 Dec, 21 | 849 | 12.30% | 442,694,877 | -0.10% | 75.93% | 1.31% | 435 | 15.38% | 250 | 25.00% |
| 30 Sep, 21 | 756 | 6.18% | 443,142,874 | -0.86% | 76.01% | 1.29% | 377 | 6.20% | 200 | 1.52% |
| 30 Jun, 21 | 712 | 8.87% | 446,987,243 | -0.99% | 76.75% | 1.25% | 355 | 21.16% | 197 | -4.37% |
| 31 Mar, 21 | 654 | 6.86% | 451,471,674 | 0.32% | 78.28% | 1.22% | 293 | - | 206 | 9.57% |
| 31 Dec, 20 | 612 | 11.07% | 450,036,253 | 1.18% | 79.96% | 1.28% | 293 | 23.11% | 188 | 7.43% |
| 30 Sep, 20 | 551 | 10.20% | 444,768,080 | -0.09% | 79.08% | 1.25% | 238 | 7.21% | 175 | 12.90% |
| 30 Jun, 20 | 500 | 3.31% | 445,170,777 | 4.05% | 79.67% | 1.36% | 222 | 1.37% | 155 | -3.13% |
| 31 Mar, 20 | 484 | -7.10% | 427,831,585 | -0.26% | 76.51% | 1.28% | 219 | -6.41% | 160 | 11.89% |
| 31 Dec, 19 | 521 | 10.62% | 428,965,112 | 1.28% | 77.24% | 1.29% | 234 | 18.18% | 143 | -0.69% |
| 30 Sep, 19 | 471 | 2.39% | 423,531,508 | 2.58% | 77.52% | 1.35% | 198 | -4.35% | 144 | 7.46% |
| 30 Jun, 19 | 460 | 8.75% | 412,868,432 | 0.64% | 75.82% | 1.28% | 207 | -8.41% | 134 | 38.14% |
| 31 Mar, 19 | 423 | 8.74% | 410,223,559 | 7.20% | 76.84% | 1.39% | 226 | 18.32% | 97 | -2.02% |
| 31 Dec, 18 | 389 | 2.10% | 382,674,176 | 0.80% | 74.44% | 1.42% | 191 | -41.95% | 99 | 560.00% |
| 30 Sep, 18 | 381 | 746.67% | 379,619,581 | 312.79% | 72.28% | 22.28% | 329 | 631.11% | 15 | - |
| 30 Jun, 18 | 45 | - | 91,965,040 | - | 18.01% | - | 45 | - | - | - |
| 30 Jun, 10 | 1 | - | 100 | - | - | - | 1 | - | - | - |
KKR Insider Shareholders Trades
Open Market Insider Trades
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of KKR's stock was made by HOLMES DANE E on Jan 03 2024, selling - shares at - per share (valued at -).
KKR Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q4 2023 | 12 | 3 | 400.00% |
| Q3 2023 | 7 | 7 | 100.00% |
| Q2 2023 | 6 | 6 | 100.00% |
| Q1 2023 | 4 | 6 | 66.67% |
| Q4 2022 | 19 | 7 | 271.43% |
| Q3 2022 | 2 | 1 | 200.00% |
| Q2 2022 | 10 | 7 | 142.86% |
| Q4 2021 | - | 1 | - |
| Q2 2021 | - | - | - |
| Q1 2021 | - | - | - |
| Q4 2018 | 1 | - | - |
| Q3 2018 | - | - | - |
| Q1 2018 | - | - | - |
| Q4 2012 | - | 1 | - |
| Q4 2011 | 12 | 8 | 150.00% |
| Q3 2011 | 2 | 2 | 100.00% |
| Q2 2011 | - | 2 | - |
| Q1 2011 | 3 | 2 | 150.00% |
| Q4 2010 | 6 | 10 | 60.00% |
| Q3 2010 | 1 | - | - |
12 total buy trades, and 3 total sell trades (buy/sell ratio of 4.00%) were made by KKR's insiders, as of Q4 2023.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q4 2023 | - | 1 | - |
| Q3 2023 | 1 | 2 | 50.00% |
| Q2 2023 | 2 | 2 | 100.00% |
| Q1 2023 | - | 3 | - |
| Q4 2022 | - | - | - |
| Q3 2022 | 1 | 1 | 100.00% |
| Q2 2022 | - | - | - |
| Q4 2021 | - | - | - |
| Q2 2021 | - | - | - |
| Q1 2021 | - | - | - |
| Q4 2018 | - | - | - |
| Q3 2018 | - | - | - |
| Q1 2018 | - | - | - |
| Q4 2012 | - | 1 | - |
| Q4 2011 | - | - | - |
| Q3 2011 | - | - | - |
| Q2 2011 | - | - | - |
| Q1 2011 | - | - | - |
| Q4 2010 | 1 | 6 | 16.67% |
| Q3 2010 | - | - | - |
As of Q4 2023, Insider owners conducted 0 open market buy trades and 1 open market sell trades of KKR's stocks.
KKR Peer Ownership
| Ticker | Company |
|---|---|
| TPG | TPG Inc. |
| BN | Brookfield Corporation |
| ARCC | Ares Capital Corporation |
| APO | Apollo Global Management, Inc. |
| OWL | Blue Owl Capital Inc. |
| AMG | Affiliated Managers Group, Inc. |
| BLK | BlackRock, Inc. |
| TROW | T. Rowe Price Group, Inc. |
| ARES | Ares Management Corporation |
| CG | The Carlyle Group Inc. |
| CGBD | Carlyle Secured Lending, Inc. 8.20% Notes due 2028 |
| BX | Blackstone Inc. |
KKR Ownership FAQ
Who Owns KKR?
KKR is owned by institutional shareholders (58.27%), insiders (24.04%), and public (17.69%). The largest institutional shareholder of KKR is CAPITAL INTERNATIONAL INVESTORS (4.97% of total shares) and the top mutual fund owner is VOYAGEUR MUTUAL FUNDS III (21.25% of total shares).
Who are the major institutional shareholders of KKR?
KKR's major institutional shareholders are CAPITAL INTERNATIONAL INVESTORS, VANGUARD GROUP INC, BLACKROCK INC., PRINCIPAL FINANCIAL GROUP INC, and HARRIS ASSOCIATES L P. The top five shareholders own together 19.42% of the company's share outstanding.
How many KKR shareholders are there?
As of Dec 2023, there are 914 institutional shareholders of KKR.
What percentage of KKR is owned by CAPITAL INTERNATIONAL INVESTORS?
CAPITAL INTERNATIONAL INVESTORS owns 42.81M shares of KKR, representing 4.97% of the company's total shares outstanding, valued at $3.55B (as of Dec 2023).
What percentage of KKR is owned by VANGUARD GROUP INC?
As of Dec 2023, VANGUARD GROUP INC holds 41.67M shares of KKR (KKR), compromising 4.83% of the company, valued at $3.45B.
What percentage of KKR is owned by BLACKROCK INC?
BLACKROCK INC is the third largest holder of KKR. The company owns 38.22M of the company's shares outstanding (worth $3.17B).