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Disclosery

KKR KKR & CO INC

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COM (common), issuer CIK 1404912

1,291 managers (1,326 13F filers) reported a position in KKR shares at 2024-12-31, 533,501,993 shares in all. 151 filers opened a position and 60 filers sold out during the quarter.

Managers
1,291
13F filers
1,326
New
151
Added
494
Reduced
422
Sold out
60
Shares held by filers
533,501,993

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Bogart Wealth, LLC1,851$274K0.01%+6013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT1,850$274K0.01%+2013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,842$272K0.02%-14,83413F-HRTimeline
IFG Advisory, LLC1,827$270K0.02%new13F-HRTimeline
Pettinga Financial Advisors LLC1,821$269K0.06%013F-HRTimeline
VICUS CAPITAL1,818$269K0.02%new13F-HRTimeline
Canvas Wealth Advisors, LLC1,817$269K0.07%-2713F-HRTimeline
Sandy Cove Advisors, LLC1,813$268K0.11%+9113F-HRTimeline
Legacy Capital Wealth Partners, LLC1,806$267K0.07%-21213F-HRTimeline
Serenus Wealth Advisors, LLC1,806$267K0.05%13F-HRTimeline
Knollwood Investment Advisory, LLC1,800$266K0.03%013F-HRTimeline
M.E. ALLISON & CO., INC.1,790$265K0.29%13F-HRTimeline
Pine Valley Investments Ltd Liability Co1,787$264K0.02%+113F-HRTimeline
Soltis Investment Advisors LLC1,779$263K0.02%+16613F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,785$263K<0.01%+1,71013F-HRTimelineGroup
Platform Technology Partners1,778$263K0.08%013F-HRTimeline
PFG Investments, LLC1,769$262K0.02%+10813F-HRTimeline
Carmel Capital Partners, LLC1,767$261K0.11%-5213F-HRTimeline
CYBER HORNET ETFs LLC1,752$259K0.25%+813F-HRTimeline
Marex Group Ltdin group Marex Group Ltd1,740$257K<0.01%-6,32913F-HRTimelineGroup
Cassaday & Co Wealth Management LLC1,718$254K0.01%+313F-HRTimeline
Nemes Rush Group LLC1,713$253K0.03%new13F-HRTimeline
PINKERTON WEALTH, LLC1,700$251K0.04%new13F-HRTimeline
Berbice Capital Management LLC1,700$251K0.2%13F-HRTimeline
CenterBook Partners LP1,694$251K0.01%-24,89313F-HRTimeline
Aureus Asset Management, LLC1,692$250K0.02%-30813F-HRTimeline
SUTTON PLACE INVESTORS LLC1,679$248K0.14%+2113F-HRTimeline
Sivia Capital Partners, LLC1,677$248K0.12%-1713F-HRTimeline
FourThought Financial Partners, LLC1,676$248K0.03%new13F-HRTimeline
E Fund Management Co., Ltd.1,671$247K0.01%new13F-HRTimeline
Unison Asset Management LLC1,668$247K0.12%013F-HRTimeline
Heartwood Wealth Advisors LLC1,667$247K0.03%new13F-HRTimeline
Oslo Pensjonsforsikring AS1,664$246K0.04%+34313F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC1,661$246K0.26%013F-HRTimeline
Fisher Asset Management, LLC1,654$245K<0.01%new13F-HRTimeline
Alpha Omega Wealth Management LLC1,651$244K0.05%013F-HRTimeline
Stonekeep Investments, LLC1,646$243K0.18%+1713F-HRTimeline
Farringdon Capital, Ltd.1,645$243K0.1%13F-HRTimeline
Nilsine Partners, LLC1,644$243K0.03%new13F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC1,725$243K0.02%new13F-HRTimelineGroup
Sovran Advisors, LLC1,692$243K0.03%13F-HRTimeline
Patriot Financial Group Insurance Agenc…1,640$243K0.03%+113F-HRTimeline
Tower View Wealth Management LLC1,636$242K0.13%+213F-HRTimeline
Redwood Financial Network Corp1,635$242K0.18%+6213F-HRTimeline
Bluesphere Advisors LLC1,631$241K0.12%new13F-HRTimeline
Convergence Investment Partners, LLC1,612$238K0.05%new13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,600$237K<0.01%+28813F-HRTimelineGroup
Dynasty Wealth Management, LLC1,599$236K<0.01%+1013F-HRTimeline
Trust Co of Kansas1,593$236K0.11%-2,00013F-HRTimeline
Berkeley Capital Partners, LLC1,591$235K0.07%-1413F-HRTimeline
KLCM Advisors, Inc.1,590$235K0.03%-3913F-HRTimeline
Longboard Asset Management, LP1,576$233K0.62%13F-HRTimeline
BAXTER BROS INC1,574$233K0.03%new13F-HRTimeline
BLB&B Advisors, LLC1,574$233K0.01%+1413F-HRTimeline
Clark Capital Management Group, Inc.1,564$231K<0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC1,560$231K0.02%-89813F-HR/ATimeline
MOODY LYNN LIEBERSON & WALKER, LLC1,559$231K0.01%-1213F-HRTimeline
Lodestone Wealth Management LLC1,554$230K0.12%013F-HRTimeline
CHICAGO TRUST Co NA1,552$230K0.04%-8513F-HRTimeline
180 WEALTH ADVISORS, LLC1,543$228K0.04%new13F-HRTimeline
Laurion Capital Management LP1,527$226K0.01%-37313F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,522$225K0.03%new13F-HRTimeline
Capital Investment Advisory Services, L…1,515$224K0.02%-20513F-HRTimeline
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1,515$224K<0.01%-54713F-HRTimeline
Wallace Capital Management Inc.1,513$224K0.03%new13F-HRTimeline
Baldwin Investment Management, LLC1,500$222K0.03%-3,00013F-HRTimeline
First Citizens Financial Corp1,500$222K0.12%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,489$220K0.02%+3313F-HRTimeline
Composition Wealth, LLC1,483$219K<0.01%new13F-HRTimeline
Bison Wealth, LLC1,471$218K0.05%new13F-HRTimeline
Oxbow Advisors, LLC1,470$217K0.03%-7013F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO1,451$215K<0.01%new13F-HRTimeline
Phocas Financial Corp.1,450$214K0.03%new13F-HR/ATimeline
WEBSTER BANK, N. A.1,448$214K0.02%-14313F-HRTimeline
CIDEL ASSET MANAGEMENT INC1,446$214K0.01%-25213F-HRTimeline
Stonegate Investment Group, LLC1,427$211K0.01%new13F-HRTimeline
Silver Coast Investments LLC1,422$210K0.08%new13F-HRTimeline
Parkside Investments, LLC1,421$210K0.03%new13F-HRTimeline
Waterloo Capital, L.P.1,419$210K0.02%new13F-HRTimeline
BECKER CAPITAL MANAGEMENT INC1,417$210K0.01%new13F-HRTimeline
HOEY INVESTMENTS, INC1,413$209K0.04%-15613F-HRTimeline
Moran Wealth Management, LLC1,409$208K0.01%new13F-HRTimeline
Bayforest Capital Ltd1,400$207K0.26%13F-HRTimeline
Millennium Capital Advisors, LLC1,400$207K0.14%new13F-HRTimeline
Post Resch Tallon Group Inc.1,386$207K0.2%13F-HRTimeline
West Family Investments, Inc.1,396$206K0.07%new13F-HRTimeline
BAILARD, INC.1,391$206K0.01%new13F-HRTimeline
Catalina Capital Group, LLC1,390$206K0.07%new13F-HRTimeline
Aveo Capital Partners, LLC1,387$205K0.02%-30813F-HRTimeline
Smart Money Group LLC1,367$202K0.07%new13F-HRTimeline
PDS Planning, Inc1,366$202K0.02%new13F-HRTimeline
Clifford Group, LLC1,353$200K0.15%new13F-HRTimeline
PRIVATE TRUST CO NA1,350$200K0.02%-1,25413F-HRTimeline
Icon Wealth Advisors, LLC1,333$197K0.02%+9313F-HRTimeline
Covestor Ltd1,321$196K0.12%-4613F-HRTimeline
Brooklyn Investment Group1,326$196K0.06%+16213F-HRTimeline
Parkside Financial Bank & Trust1,289$191K0.03%+7013F-HRTimeline
Cromwell Holdings LLC1,283$190K0.11%013F-HRTimeline
TRUST CO OF VERMONT1,200$177K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,195$177K0.01%+13213F-HRTimeline
Rosenberg Matthew Hamilton1,172$173K0.05%-31313F-HRTimeline
Modus Advisors, LLC1,160$172K0.05%new13F-HRTimeline
Financial Perspectives, Inc1,120$166K0.06%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,118$165K0.07%+9313F-HRTimeline
LRI Investments, LLC1,110$164K0.02%+10013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,110$164K<0.01%+19913F-HRTimeline
Plante Moran Financial Advisors, LLC1,107$164K0.01%013F-HRTimeline
Northwest Bank & Trust Co1,000$163K0.12%013F-HRTimeline
STEPH & CO1,084$160K0.05%-7713F-HRTimeline
Vermillion Wealth Management, Inc.1,084$160K0.08%13F-HRTimeline
MATHER GROUP, LLC.1,064$157K<0.01%+7813F-HRTimeline
MOTCO1,000$148K0.02%013F-HRTimeline
Ramirez Asset Management, Inc.1,000$148K0.03%013F-HRTimeline
Sound Income Strategies, LLC987$146K0.01%+713F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN986$146K0.01%-513F-HRTimeline
Perkins Coie Trust Co984$146K0.03%013F-HRTimeline
Cornerstone Planning Group LLC862$139K0.03%+713F-HRTimeline
United Community Bankin group United Community Bank930$138K0.05%new13F-HRTimelineGroup
CENTRAL TRUST Co922$136K<0.01%+19613F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…920$136K0.07%new13F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY900$133K0.03%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.860$127K0.01%013F-HRTimelineGroup
WR Wealth Planners, LLC829$123K0.04%+2413F-HRTimeline
Stelac Advisory Services LLC801$118K0.05%013F-HRTimeline
Canton Hathaway, LLC800$118K0.03%013F-HRTimeline
Quarry LP786$116K0.02%+54713F-HRTimeline
Compagnie Lombard Odier SCmA765$113K<0.01%013F-HRTimeline
Smithfield Trust Co750$111K0.01%013F-HRTimeline
Plato Investment Management Ltd743$110K0.01%013F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich657$107K<0.01%new13F-HRTimeline
TSFG, LLC726$107K0.02%013F-HRTimeline
Gen-Wealth Partners Inc710$105K0.05%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.590$98.6K<0.01%-2,42513F-HRTimelineGroup
Asset Planning,Inc666$98.6K0.08%13F-HRTimeline
Hemington Wealth Management632$93K0.02%+3813F-HRTimeline
American Capital Advisory, LLC625$92.4K0.05%-2,00013F-HRTimeline
Rialto Wealth Management, LLC600$88.7K0.03%13F-HRTimeline
VALLEY NATIONAL ADVISERS INC601$88K0.02%+13813F-HRTimeline
Princeton Global Asset Management LLC592$87.6K0.02%013F-HRTimeline
AlphaCentric Advisors LLC586$86.7K0.09%-10213F-HRTimeline
Atlatl Advisers LLC585$86.5K0.05%13F-HRTimeline
CVA Family Office, LLC575$85K0.01%013F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI568$84K0.01%013F-HRTimeline
Sachetta, LLC559$82.7K0.03%+213F-HRTimeline
Kings Path Partners LLC556$82.2K0.04%013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…550$81.3K0.03%013F-HRTimeline
Washington Trust Advisors, Inc.546$80.8K0.01%-22213F-HRTimeline
CAAS CAPITAL MANAGEMENT LP536$79.3K0.07%new13F-HRTimeline
J.Safra Asset Management Corp519$77K0.01%new13F-HRTimeline
SJS Investment Consulting Inc.520$76.9K0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC520$76.9K0.06%-2513F-HRTimeline
Silicon Valley Capital Partners509$75.2K0.01%+113F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…500$74K<0.01%013F-HRTimelineGroup
FIRST UNITED BANK & TRUST500$74K0.03%013F-HRTimeline
Hopwood Financial Services, Inc.500$74K0.06%13F-HRTimeline
Versant Capital Management, Inc494$73.1K0.02%+14113F-HRTimeline
CoreCap Advisors, LLC489$72.3K<0.01%+30113F-HRTimeline
VSM Wealth Advisory, LLC479$70.8K0.03%13F-HRTimeline
OARSMAN CAPITAL, INC.465$68.8K0.01%-3713F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…424$68.5K<0.01%+39913F-HRTimeline
TCTC Holdings, LLCin group TCTC Holdings, LLC462$68.3K<0.01%new13F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P455$67K<0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.450$67K0.03%013F-HRTimeline
Riggs Asset Managment Co. Inc.445$66K0.02%013F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department440$65.1K0.02%13F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…430$63.6K<0.01%+6513F-HRTimelineGroup
Glen Eagle Advisors, LLC427$63.2K0.01%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…374$55.4K<0.01%+1713F-HR/ATimeline
AMERIFLEX GROUP, INC.314$52.5K0.02%13F-HRTimeline
Truvestments Capital LLC344$50.9K0.01%+3413F-HRTimeline
Missouri Trust & Investment Co343$50.7K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC339$50.1K<0.01%+6613F-HRTimeline
Parkworth Wealth Management, Inc.333$49.3K0.04%13F-HRTimeline
Western Pacific Wealth Management, LP332$49.1K0.04%-5013F-HRTimeline
Beacon Capital Management, LLC326$48.2K0.01%013F-HRTimeline
CGC Financial Services, LLC325$48.1K0.02%013F-HRTimeline
Deseret Mutual Benefit Administrators323$47.8K0.02%-7513F-HRTimeline
OFI INVEST ASSET MANAGEMENT326$46.6K<0.01%13F-HRTimeline
Bank of New Hampshire305$45.1K0.01%new13F-HRTimeline
Riverview Trust Co285$42.2K0.04%013F-HRTimeline
ACADIAN ASSET MANAGEMENT LLCin group ACADIAN ASSET MANAGEMENT LLC280$41K<0.01%-32713F-HRTimelineGroup
Coppell Advisory Solutions LLC276$41K0.01%013F-HRTimeline
HM PAYSON & CO276$40.8K<0.01%+27213F-HRTimeline
EASTERN BANK263$38.9K<0.01%013F-HRTimeline
Quent Capital, LLC259$38.3K<0.01%+4513F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV250$37K0.01%013F-HRTimeline
GW&K Investment Management, LLC249$37K<0.01%+613F-HRTimeline
Cassady Schiller Wealth Management, LLC246$36.4K0.01%new13F-HRTimeline
Talon Private Wealth, LLC231$34.2K0.01%013F-HR/ATimeline
Pilgrim Partners Asia Pte Ltd230$34K0.03%13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.228$33.7K<0.01%+1313F-HRTimeline
Compass Wealth Management LLC228$33.7K0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…228$33.7K0.01%+5013F-HRTimeline
Pinnacle Bancorp, Inc.221$32.7K0.01%-4613F-HRTimeline
Geneos Wealth Management Inc.217$32.1K<0.01%+3613F-HRTimeline
Raleigh Capital Management Inc.206$30.5K0.01%-2913F-HRTimeline
Crews Bank & Trust204$30.2K0.01%13F-HRTimeline
Pathway Financial Advisers, LLC186$27.5K0.01%013F-HRTimeline
Hanson & Doremus Investment Management180$27K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC175$25.9K<0.01%new13F-HRTimeline