KKR & Co Inc

Q1 2023 vs Q2 2023

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Voya Investment Management LLC

INCREASED

Shares4,085,210 from 3,348,210

Change+737,000 (+22%)

Value$270.0M (+$57.6M)

Filed 2025-02-07

Russell Investments Group, Ltd.

INCREASED

Shares3,535,150 from 3,378,400

Change+156,750 (+5%)

Value$4.7M (+$386.3K)

Filed 2023-08-10

Capital World Investors

UNCHANGED

Shares2,353,124 from 2,353,124

Change0 (0%)

Value$155.5M (+$6.2M)

Filed 2023-08-11

BlackRock Inc.

INCREASED

Shares1,903,359 from 1,753,556

Change+149,803 (+9%)

Value$125.8M (+$14.5M)

Filed 2023-08-11

Franklin Resources Inc

DECREASED

Shares1,859,737 from 1,860,712

Change-975 (0%)

Value$122.9M (+$4.9M)

Filed 2023-08-11

Capital International Investors

UNCHANGED

Shares1,845,318 from 1,845,318

Change0 (0%)

Value$122.0M (+$4.9M)

Filed 2023-08-11

Victory Capital Management Inc

DECREASED

Shares1,441,650 from 1,507,833

Change-66,183 (-4%)

Value$95.3M (-$378.9K)

Filed 2023-07-27

Advent Capital Management

INCREASED

Shares1,072,349 from 1,007,881

Change+64,468 (+6%)

Value$71.0M (+$7.0M)

Filed 2023-08-11

Mackay Shields LLC

DECREASED

Shares608,607 from 614,934

Change-6,327 (-1%)

Value$40.3M (+$1.2M)

Filed 2023-07-27

Calamos Advisors LLC

DECREASED

Shares542,397 from 543,459

Change-1,062 (0%)

Value$35.9M (+$1.4M)

Filed 2023-07-28

Clearbridge Investments, LLC

DECREASED

Shares504,556 from 505,226

Change-670 (0%)

Value$33.4M (+$1.3M)

Filed 2023-08-11

State Street Corp

INCREASED

Shares489,647 from 397,647

Change+92,000 (+23%)

Value$32.3M (+$7.1M)

Filed 2023-08-14

Alberta Investment Management Corp

INCREASED

Shares450,000 from 275,000

Change+175,000 (+64%)

Value$29.7M (+$12.3M)

Filed 2023-08-24

Thrivent Financial for Lutherans

INCREASED

Shares409,235 from 397,235

Change+12,000 (+3%)

Value$27.0K (+$1.9K)

Filed 2023-08-14

Bank of America Corp

INCREASED

Shares230,397 from 196,044

Change+34,353 (+18%)

Value$15.2M (+$2.8M)

Filed 2023-08-14

Two Sigma Investments, LP

DECREASED

Shares229,769 from 1,186,709

Change-956,940 (-81%)

Value$15.2M (-$60.1M)

Filed 2023-08-14

Lord, Abbett & Co. LLC

NEW

Shares204,228

Change+204,228

Value$13.5K

Filed 2024-10-07

SSI Investment Management LLC

DECREASED

Shares199,102 from 211,332

Change-12,230 (-6%)

Value$13.1M (-$239.1K)

Filed 2023-08-09

Ameriprise Financial Inc

DECREASED

Shares180,100 from 180,153

Change-53 (0%)

Value$11.9M (+$481.1K)

Filed 2023-08-14

FMR LLC

UNCHANGED

Shares144,100 from 144,100

Change0 (0%)

Value$9.5M (+$387.6K)

Filed 2026-11-05

Putnam Investments LLC

DECREASED

Shares139,192 from 152,913

Change-13,721 (-9%)

Value$9.2M (-$494.7K)

Filed 2023-08-14

Citigroup Inc

INCREASED

Shares116,198 from 46,413

Change+69,785 (+150%)

Value$7.7M (+$4.7M)

Filed 2023-08-10

CSS LLC

NEW

Shares115,474

Change+115,474

Value$7.6M

Filed 2023-08-14

Susquehanna International Group, LLP

NEW

Shares106,256

Change+106,256

Value$7.0M

Filed 2023-08-11

Skaana Management L.P.

INCREASED

Shares91,711 from 8,001

Change+83,710 (+1046%)

Value$6.1M (+$5.6M)

Filed 2023-08-14

Wells Fargo & Company

DECREASED

Shares86,517 from 98,031

Change-11,514 (-12%)

Value$5.7M (-$501.3K)

Filed 2023-08-15

Penserra Capital Management LLC

INCREASED

Shares80,128 from 79,084

Change+1,044 (+1%)

Value$5.3K (+$279)

Filed 2023-08-11

Aegon USA Investment Management, LLC

DECREASED

Shares58,200 from 85,200

Change-27,000 (-32%)

Value$3.9M (-$1.5M)

Filed 2023-08-01

Neuberger Berman Group LLC

DECREASED

Shares55,870 from 166,759

Change-110,889 (-66%)

Value$3.7M (-$6.9M)

Filed 2023-08-11

Laffer Tengler Investments, Inc.

DECREASED

Shares54,506 from 56,890

Change-2,384 (-4%)

Value$3.6M (-$3.0K)

Filed 2023-08-14

JPMorgan Chase & Co

DECREASED

Shares51,702 from 299,729

Change-248,027 (-83%)

Value$3.4M (-$15.6M)

Filed 2023-08-11

Brown Advisory Inc

DECREASED

Shares38,115 from 38,597

Change-482 (-1%)

Value$2.5M (+$71.9K)

Filed 2023-07-31

Mariner, LLC

DECREASED

Shares36,600 from 39,900

Change-3,300 (-8%)

Value$2.4M (+$2.4M)

Filed 2023-08-11

Barclays PLC

INCREASED

Shares36,249 from 9,027

Change+27,222 (+302%)

Value$2.4K (-$570.4K)

Filed 2023-09-20

First Manhattan Co. Llc.

DECREASED

Shares30,255 from 33,255

Change-3,000 (-9%)

Value$2.0M (-$110.2K)

Filed 2023-08-14

Palisade Capital Management, LP

DECREASED

Shares29,544 from 47,076

Change-17,532 (-37%)

Value$2.0M (-$1.0M)

Filed 2023-08-14

Invesco Ltd.

INCREASED

Shares26,990 from 7,128

Change+19,862 (+279%)

Value$1.8M (+$1.3M)

Filed 2023-08-11

Raymond James & Associates

DECREASED

Shares24,304 from 24,491

Change-187 (-1%)

Value$1.6M (+$52.5K)

Filed 2023-07-25

SEI Investments Co

DECREASED

Shares15,930 from 16,102

Change-172 (-1%)

Value$1.1M (+$31.6K)

Filed 2023-08-11

Moody Lynn Lieberson & Walker, LLC

DECREASED

Shares13,585 from 13,599

Change-14 (0%)

Value$898.0K (+$35.1K)

Filed 2023-07-27

Credit Suisse AG/

DECREASED

Shares10,000 from 20,000

Change-10,000 (-50%)

Value$661.0K (-$608.0K)

Filed 2023-08-11

Calamos Wealth Management LLC

DECREASED

Shares9,086 from 9,740

Change-654 (-7%)

Value$600.6K (-$17.4K)

Filed 2023-07-28

Comerica Bank

NEW

Shares8,972

Change+8,972

Value$0

Filed 2023-08-22

Morgan Stanley

DECREASED

Shares8,641 from 78,812

Change-70,171 (-89%)

Value$569.2K (-$4.4M)

Filed 2023-08-14

First Hawaiian Bank

UNCHANGED

Shares5,840 from 5,840

Change0 (0%)

Value$386.0K (+$15.5K)

Filed 2023-07-07

Royal Bank of Canada

DECREASED

Shares5,665 from 6,103

Change-438 (-7%)

Value$374.0K (-$13.0K)

Filed 2023-08-14

Capital International, Inc.

NEW

Shares4,300

Change+4,300

Value$284.2K

Filed 2023-08-11

Alterity Financial Group, LLC

UNCHANGED

Shares4,050 from 4,050

Change0 (0%)

Value$267.7K (+$10.7K)

Filed 2023-07-18

Lazard Asset Management LLC

NEW

Shares1,450

Change+1,450

Value$95

Filed 2023-08-15

US Bancorp \de\

UNCHANGED

Shares1,173 from 1,173

Change0 (0%)

Value$77.5K (+$3.1K)

Filed 2023-08-10

Steward Partners Investment Advisory, LLC

UNCHANGED

Shares1,100 from 1,100

Change0 (0%)

Value$72.7K (+$2.9K)

Filed 2023-08-14

Wolverine Asset Management LLC

DECREASED

Shares482 from 5,290

Change-4,808 (-91%)

Value$31.9K (-$303.2K)

Filed 2023-08-07

Private Trust Co NA

DECREASED

Shares372 from 378

Change-6 (-2%)

Value$24.6K (+$605)

Filed 2023-07-28

Osaic Holdings, Inc.

DECREASED

Shares338 from 2,015

Change-1,677 (-83%)

Value$22.3K (-$105.5K)

Filed 2023-08-21

Bank of Montreal

UNCHANGED

Shares188 from 188

Change0 (0%)

Value$12.4K (+$774)

Filed 2023-08-02

Elequin Capital, LP

NEW

Shares100

Change+100

Value$6.6K

Filed 2023-08-14

PNC Financial Services Group, Inc.

NEW

Shares94

Change+94

Value$6.2K

Filed 2023-08-11

EverSource Wealth Advisors, LLC

INCREASED

Shares89 from 8

Change+81 (+1013%)

Value$5.9K (+$5.4K)

Filed 2023-08-04

CWM, LLC

NEW

Shares87

Change+87

Value$6

Filed 2023-08-03

Tradition Wealth Management, LLC

NEW

Shares40

Change+40

Value$3

Filed 2023-08-14

UBS Group AG

DECREASED

Shares19 from 409

Change-390 (-95%)

Value$1.3K (-$24.7K)

Filed 2023-08-11

Shaolin Capital Management LLC

CLOSED

Shares0 from 624,425

Change-624,425 (-100%)

Value$0 (-$39.6K)

Filed 2023-08-15

Aequim Alternative Investments LP

CLOSED

Shares0 from 250,000

Change-250,000 (-100%)

Value$0 (-$15.9M)

Filed 2023-08-10

Nicholas Investment Partners, LP

CLOSED

Shares0 from 136,790

Change-136,790 (-100%)

Value$0 (-$8.7M)

Filed 2023-08-10

Pier 88 Investment Partners LLC

CLOSED

Shares0 from 77,700

Change-77,700 (-100%)

Value$0 (-$4.9M)

Filed 2023-08-07

Boothbay Fund Management, LLC

CLOSED

Shares0 from 31,487

Change-31,487 (-100%)

Value$0 (-$2.0M)

Filed 2023-08-14

Mizuho Securities USA Inc.

CLOSED

Shares0 from 25,000

Change-25,000 (-100%)

Value$0 (-$1.5M)

Filed 2023-08-09

BlueCrest Capital Management Ltd

CLOSED

Shares0 from 21,902

Change-21,902 (-100%)

Value$0 (-$1.4M)

Filed 2023-08-14

Rational Advisors, Inc.

CLOSED

Shares0 from 17,100

Change-17,100 (-100%)

Value$0 (-$1.1M)

Filed 2023-08-08

Fifth Third Bancorp

CLOSED

Shares0 from 70

Change-70 (-100%)

Value$0 (-$4.4K)

Filed 2023-07-26

Advisory Services Network, LLC

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 (-$444)

Filed 2023-08-09

Proequities, Inc.

UNCHANGED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2023-08-10

	Status
Voya Investment Management LLC	INCREASED	4,085,210	3,348,210	+737,000	+22%	$212.4M	$270.0M	+$57.6M	2025-02-07
Russell Investments Group, Ltd.	INCREASED	3,535,150	3,378,400	+156,750	+5%	$4.3M	$4.7M	+$386.3K	2023-08-10
Capital World Investors	UNCHANGED	2,353,124	2,353,124	0	0%	$149.3M	$155.5M	+$6.2M	2023-08-11
BlackRock Inc.	INCREASED	1,903,359	1,753,556	+149,803	+9%	$111.3M	$125.8M	+$14.5M	2023-08-11
Franklin Resources Inc	DECREASED	1,859,737	1,860,712	-975	0%	$118.1M	$122.9M	+$4.9M	2023-08-11
Capital International Investors	UNCHANGED	1,845,318	1,845,318	0	0%	$117.1M	$122.0M	+$4.9M	2023-08-11
Victory Capital Management Inc	DECREASED	1,441,650	1,507,833	-66,183	-4%	$95.7M	$95.3M	-$378.9K	2023-07-27
Advent Capital Management	INCREASED	1,072,349	1,007,881	+64,468	+6%	$64.0M	$71.0M	+$7.0M	2023-08-11
Mackay Shields LLC	DECREASED	608,607	614,934	-6,327	-1%	$39.1M	$40.3M	+$1.2M	2023-07-27
Calamos Advisors LLC	DECREASED	542,397	543,459	-1,062	0%	$34.5M	$35.9M	+$1.4M	2023-07-28
Clearbridge Investments, LLC	DECREASED	504,556	505,226	-670	0%	$32.1M	$33.4M	+$1.3M	2023-08-11
State Street Corp	INCREASED	489,647	397,647	+92,000	+23%	$25.2M	$32.3M	+$7.1M	2023-08-14
Alberta Investment Management Corp	INCREASED	450,000	275,000	+175,000	+64%	$17.4M	$29.7M	+$12.3M	2023-08-24
Thrivent Financial for Lutherans	INCREASED	409,235	397,235	+12,000	+3%	$25.2K	$27.0K	+$1.9K	2023-08-14
Bank of America Corp	INCREASED	230,397	196,044	+34,353	+18%	$12.4M	$15.2M	+$2.8M	2023-08-14
Two Sigma Investments, LP	DECREASED	229,769	1,186,709	-956,940	-81%	$75.3M	$15.2M	-$60.1M	2023-08-14
Lord, Abbett & Co. LLC	NEW	204,228	—	+204,228	—	—	$13.5K	—	2024-10-07
SSI Investment Management LLC	DECREASED	199,102	211,332	-12,230	-6%	$13.4M	$13.1M	-$239.1K	2023-08-09
Ameriprise Financial Inc	DECREASED	180,100	180,153	-53	0%	$11.4M	$11.9M	+$481.1K	2023-08-14
FMR LLC	UNCHANGED	144,100	144,100	0	0%	$9.1M	$9.5M	+$387.6K	2026-11-05
Putnam Investments LLC	DECREASED	139,192	152,913	-13,721	-9%	$9.7M	$9.2M	-$494.7K	2023-08-14
Citigroup Inc	INCREASED	116,198	46,413	+69,785	+150%	$2.9M	$7.7M	+$4.7M	2023-08-10
CSS LLC	NEW	115,474	—	+115,474	—	—	$7.6M	—	2023-08-14
Susquehanna International Group, LLP	NEW	106,256	—	+106,256	—	—	$7.0M	—	2023-08-11
Skaana Management L.P.	INCREASED	91,711	8,001	+83,710	+1046%	$507.7K	$6.1M	+$5.6M	2023-08-14
Wells Fargo & Company	DECREASED	86,517	98,031	-11,514	-12%	$6.2M	$5.7M	-$501.3K	2023-08-15
Penserra Capital Management LLC	INCREASED	80,128	79,084	+1,044	+1%	$5.0K	$5.3K	+$279	2023-08-11
Aegon USA Investment Management, LLC	DECREASED	58,200	85,200	-27,000	-32%	$5.4M	$3.9M	-$1.5M	2023-08-01
Neuberger Berman Group LLC	DECREASED	55,870	166,759	-110,889	-66%	$10.6M	$3.7M	-$6.9M	2023-08-11
Laffer Tengler Investments, Inc.	DECREASED	54,506	56,890	-2,384	-4%	$3.6M	$3.6M	-$3.0K	2023-08-14
JPMorgan Chase & Co	DECREASED	51,702	299,729	-248,027	-83%	$19.0M	$3.4M	-$15.6M	2023-08-11
Brown Advisory Inc	DECREASED	38,115	38,597	-482	-1%	$2.5M	$2.5M	+$71.9K	2023-07-31
Mariner, LLC	DECREASED	36,600	39,900	-3,300	-8%	$2.5K	$2.4M	+$2.4M	2023-08-11
Barclays PLC	INCREASED	36,249	9,027	+27,222	+302%	$572.8K	$2.4K	-$570.4K	2023-09-20
First Manhattan Co. Llc.	DECREASED	30,255	33,255	-3,000	-9%	$2.1M	$2.0M	-$110.2K	2023-08-14
Palisade Capital Management, LP	DECREASED	29,544	47,076	-17,532	-37%	$3.0M	$2.0M	-$1.0M	2023-08-14
Invesco Ltd.	INCREASED	26,990	7,128	+19,862	+279%	$452.3K	$1.8M	+$1.3M	2023-08-11
Raymond James & Associates	DECREASED	24,304	24,491	-187	-1%	$1.6M	$1.6M	+$52.5K	2023-07-25
SEI Investments Co	DECREASED	15,930	16,102	-172	-1%	$1.0M	$1.1M	+$31.6K	2023-08-11
Moody Lynn Lieberson & Walker, LLC	DECREASED	13,585	13,599	-14	0%	$862.9K	$898.0K	+$35.1K	2023-07-27
Credit Suisse AG/	DECREASED	10,000	20,000	-10,000	-50%	$1.3M	$661.0K	-$608.0K	2023-08-11
Calamos Wealth Management LLC	DECREASED	9,086	9,740	-654	-7%	$618.0K	$600.6K	-$17.4K	2023-07-28
Comerica Bank	NEW	8,972	—	+8,972	—	—	$0	—	2023-08-22
Morgan Stanley	DECREASED	8,641	78,812	-70,171	-89%	$5.0M	$569.2K	-$4.4M	2023-08-14
First Hawaiian Bank	UNCHANGED	5,840	5,840	0	0%	$370.5K	$386.0K	+$15.5K	2023-07-07
Royal Bank of Canada	DECREASED	5,665	6,103	-438	-7%	$387.0K	$374.0K	-$13.0K	2023-08-14
Capital International, Inc.	NEW	4,300	—	+4,300	—	—	$284.2K	—	2023-08-11
Alterity Financial Group, LLC	UNCHANGED	4,050	4,050	0	0%	$257.0K	$267.7K	+$10.7K	2023-07-18
Lazard Asset Management LLC	NEW	1,450	—	+1,450	—	—	$95	—	2023-08-15
US Bancorp \de\	UNCHANGED	1,173	1,173	0	0%	$74.4K	$77.5K	+$3.1K	2023-08-10
Steward Partners Investment Advisory, LLC	UNCHANGED	1,100	1,100	0	0%	$69.8K	$72.7K	+$2.9K	2023-08-14
Wolverine Asset Management LLC	DECREASED	482	5,290	-4,808	-91%	$335.1K	$31.9K	-$303.2K	2023-08-07
Private Trust Co NA	DECREASED	372	378	-6	-2%	$24.0K	$24.6K	+$605	2023-07-28
Osaic Holdings, Inc.	DECREASED	338	2,015	-1,677	-83%	$127.8K	$22.3K	-$105.5K	2023-08-21
Bank of Montreal	UNCHANGED	188	188	0	0%	$11.7K	$12.4K	+$774	2023-08-02
Elequin Capital, LP	NEW	100	—	+100	—	—	$6.6K	—	2023-08-14
PNC Financial Services Group, Inc.	NEW	94	—	+94	—	—	$6.2K	—	2023-08-11
EverSource Wealth Advisors, LLC	INCREASED	89	8	+81	+1013%	$508	$5.9K	+$5.4K	2023-08-04
CWM, LLC	NEW	87	—	+87	—	—	$6	—	2023-08-03
Tradition Wealth Management, LLC	NEW	40	—	+40	—	—	$3	—	2023-08-14
UBS Group AG	DECREASED	19	409	-390	-95%	$26.0K	$1.3K	-$24.7K	2023-08-11
Shaolin Capital Management LLC	CLOSED	0	624,425	-624,425	-100%	$39.6K	$0	-$39.6K	2023-08-15
Aequim Alternative Investments LP	CLOSED	0	250,000	-250,000	-100%	$15.9M	$0	-$15.9M	2023-08-10
Nicholas Investment Partners, LP	CLOSED	0	136,790	-136,790	-100%	$8.7M	$0	-$8.7M	2023-08-10
Pier 88 Investment Partners LLC	CLOSED	0	77,700	-77,700	-100%	$4.9M	$0	-$4.9M	2023-08-07
Boothbay Fund Management, LLC	CLOSED	0	31,487	-31,487	-100%	$2.0M	$0	-$2.0M	2023-08-14
Mizuho Securities USA Inc.	CLOSED	0	25,000	-25,000	-100%	$1.5M	$0	-$1.5M	2023-08-09
BlueCrest Capital Management Ltd	CLOSED	0	21,902	-21,902	-100%	$1.4M	$0	-$1.4M	2023-08-14
Rational Advisors, Inc.	CLOSED	0	17,100	-17,100	-100%	$1.1M	$0	-$1.1M	2023-08-08
Fifth Third Bancorp	CLOSED	0	70	-70	-100%	$4.4K	$0	-$4.4K	2023-07-26
Advisory Services Network, LLC	CLOSED	0	7	-7	-100%	$444	$0	-$444	2023-08-09
Proequities, Inc.	UNCHANGED	0	0	0	—	$0	$0	$0	2023-08-10

Showing 72 of 72 institutions