KKR & Co Inc

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

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

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Russell Investments Group, Ltd.

INCREASED

Shares7,464,250 from 6,920,750

Change+543,500 (+8%)

Value$6.3M (+$769.1K)

Filed 2026-11-06

Calamos Advisors LLC

DECREASED

Shares987,488 from 1,782,560

Change-795,072 (-45%)

Value$40.4M (-$30.6M)

Filed 2026-11-02

Torray Investment Partners LLC

DECREASED

Shares524,497 from 573,623

Change-49,126 (-9%)

Value$22.1M (-$777.6K)

Filed 2026-10-30

Thrivent Financial for Lutherans

DECREASED

Shares355,135 from 397,455

Change-42,320 (-11%)

Value$15.0K (-$888)

Filed 2026-11-05

Pier 88 Investment Partners LLC

INCREASED

Shares334,910 from 235,810

Change+99,100 (+42%)

Value$14.1M (+$4.7M)

Filed 2026-11-06

Rational Advisors, Inc.

INCREASED

Shares116,300 from 69,800

Change+46,500 (+67%)

Value$4.9M (+$2.1M)

Filed 2026-11-02

Independent Financial Group, LLC

INCREASED

Shares54,225 from 52,400

Change+1,825 (+3%)

Value$2.3M (+$194.7K)

Filed 2026-10-13

Aegon USA Investment Management, LLC

UNCHANGED

Shares37,400 from 37,400

Change0 (0%)

Value$1.5M (+$83.0K)

Filed 2026-10-30

AGF Management LTD

NEW

Shares30,000

Change+30,000

Value$1.3M

Filed 2026-11-03

Formidable Asset Management, LLC

INCREASED

Shares28,890 from 28,430

Change+460 (+2%)

Value$1.2M (+$7.8K)

Filed 2026-11-03

LPL Financial LLC

INCREASED

Shares14,223 from 13,090

Change+1,133 (+9%)

Value$598.8K (+$77.2K)

Filed 2026-11-06

Central Pacific Bank - Trust Division

UNCHANGED

Shares10,705 from 10,705

Change0 (0%)

Value$450.7K (+$24.1K)

Filed 2026-10-06

Oppenheimer & Co Inc

INCREASED

Shares10,545 from 8,695

Change+1,850 (+21%)

Value$443.9K (+$97.4K)

Filed 2026-10-26

Future Financial Wealth Managment LLC

INCREASED

Shares10,300 from 8,300

Change+2,000 (+24%)

Value$433.6K (+$85.7K)

Filed 2026-10-15

Fifth Third Bancorp

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$21.1K (+$1.1K)

Filed 2026-11-05

Lanark Financial, Inc.

INCREASED

Shares290 from 215

Change+75 (+35%)

Value$12.2K (+$3.6K)

Filed 2026-10-26

Chicago Partners Investment Group LLC

CLOSED

Shares0 from 12,477

Change-12,477 (-100%)

Value$0 (-$523.1K)

Filed 2026-10-27

Citigroup Inc

CLOSED

Shares0 from 8,252

Change-8,252 (-100%)

Value$0 (-$328.8K)

Filed 2026-11-04

Wolverine Asset Management LLC

CLOSED

Shares0 from 5,167

Change-5,167 (-100%)

Value$0 (-$204.9K)

Filed 2026-11-02

Farther Finance Advisors, LLC

CLOSED

Shares0 from 590

Change-590 (-100%)

Value$0 (-$23.5K)

Filed 2026-10-08

Fosun International Ltd

N/A

Shares— from 50,700,000

Change-50,700,000 (-100%)

Value—

Capital International Investors

N/A

Shares— from 16,742,502

Change-16,742,502 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 5,615,415

Change-5,615,415 (-100%)

Value—

Capital World Investors

N/A

Shares— from 5,207,215

Change-5,207,215 (-100%)

Value—

Capital Research Global Investors

N/A

Shares— from 3,568,211

Change-3,568,211 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 3,218,701

Change-3,218,701 (-100%)

Value—

Advent Capital Management

N/A

Shares— from 2,056,082

Change-2,056,082 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 1,665,085

Change-1,665,085 (-100%)

Value—

Infrastructure Capital Advisors, LLC

N/A

Shares— from 1,359,456

Change-1,359,456 (-100%)

Value—

FMR LLC

N/A

Shares— from 1,156,172

Change-1,156,172 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 996,751

Change-996,751 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 994,435

Change-994,435 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 969,766

Change-969,766 (-100%)

Value—

State Street Corp

N/A

Shares— from 795,139

Change-795,139 (-100%)

Value—

Capital International, Inc.

N/A

Shares— from 387,755

Change-387,755 (-100%)

Value—

Clearbridge Investments, LLC

N/A

Shares— from 373,154

Change-373,154 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 359,204

Change-359,204 (-100%)

Value—

SSI Investment Management LLC

N/A

Shares— from 346,110

Change-346,110 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 233,930

Change-233,930 (-100%)

Value—

Whittier Trust Co

N/A

Shares— from 169,023

Change-169,023 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 157,441

Change-157,441 (-100%)

Value—

Lord, Abbett & Co. LLC

N/A

Shares— from 155,838

Change-155,838 (-100%)

Value—

Credit Industriel ET Commercial

N/A

Shares— from 150,000

Change-150,000 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 144,190

Change-144,190 (-100%)

Value—

Alberta Investment Management Corp

N/A

Shares— from 100,000

Change-100,000 (-100%)

Value—

Punch & Associates Investment Management, Inc.

N/A

Shares— from 85,775

Change-85,775 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 80,113

Change-80,113 (-100%)

Value—

Penserra Capital Management LLC

N/A

Shares— from 65,582

Change-65,582 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 64,178

Change-64,178 (-100%)

Value—

Laffer Tengler Investments, Inc.

N/A

Shares— from 59,795

Change-59,795 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 45,625

Change-45,625 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 45,400

Change-45,400 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 45,341

Change-45,341 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 39,581

Change-39,581 (-100%)

Value—

Regal Investment Advisors LLC

N/A

Shares— from 26,807

Change-26,807 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 18,506

Change-18,506 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 17,750

Change-17,750 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 14,203

Change-14,203 (-100%)

Value—

Stifel Financial Corp

N/A

Shares— from 10,050

Change-10,050 (-100%)

Value—

Peak6 LLC

N/A

Shares— from 10,000

Change-10,000 (-100%)

Value—

Stratos Wealth Partners, Ltd.

N/A

Shares— from 9,575

Change-9,575 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 8,986

Change-8,986 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 8,705

Change-8,705 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 8,550

Change-8,550 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 8,072

Change-8,072 (-100%)

Value—

Ares Systematic Credit Ltd

N/A

Shares— from 5,861

Change-5,861 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 5,730

Change-5,730 (-100%)

Value—

Oddo BHF Asset Management SAS

N/A

Shares— from 5,000

Change-5,000 (-100%)

Value—

UBS Group AG

N/A

Shares— from 4,699

Change-4,699 (-100%)

Value—

Virtus Fixed Income Advisers, LLC

N/A

Shares— from 3,600

Change-3,600 (-100%)

Value—

IMA Advisory Services, Inc.

N/A

Shares— from 2,655

Change-2,655 (-100%)

Value—

Virtus Advisers, LLC

N/A

Shares— from 850

Change-850 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 700

Change-700 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 600

Change-600 (-100%)

Value—

Anchor Investment Management, LLC

N/A

Shares— from 430

Change-430 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 3

Change-3 (-100%)

Value—

	Status
Russell Investments Group, Ltd.	INCREASED	7,464,250	6,920,750	+543,500	+8%	$5.5M	$6.3M	+$769.1K	2026-11-06
Calamos Advisors LLC	DECREASED	987,488	1,782,560	-795,072	-45%	$71.0M	$40.4M	-$30.6M	2026-11-02
Torray Investment Partners LLC	DECREASED	524,497	573,623	-49,126	-9%	$22.9M	$22.1M	-$777.6K	2026-10-30
Thrivent Financial for Lutherans	DECREASED	355,135	397,455	-42,320	-11%	$15.8K	$15.0K	-$888	2026-11-05
Pier 88 Investment Partners LLC	INCREASED	334,910	235,810	+99,100	+42%	$9.4M	$14.1M	+$4.7M	2026-11-06
Rational Advisors, Inc.	INCREASED	116,300	69,800	+46,500	+67%	$2.8M	$4.9M	+$2.1M	2026-11-02
Independent Financial Group, LLC	INCREASED	54,225	52,400	+1,825	+3%	$2.1M	$2.3M	+$194.7K	2026-10-13
Aegon USA Investment Management, LLC	UNCHANGED	37,400	37,400	0	0%	$1.5M	$1.5M	+$83.0K	2026-10-30
AGF Management LTD	NEW	30,000	—	+30,000	—	—	$1.3M	—	2026-11-03
Formidable Asset Management, LLC	INCREASED	28,890	28,430	+460	+2%	$1.1M	$1.2M	+$7.8K	2026-11-03
LPL Financial LLC	INCREASED	14,223	13,090	+1,133	+9%	$521.6K	$598.8K	+$77.2K	2026-11-06
Central Pacific Bank - Trust Division	UNCHANGED	10,705	10,705	0	0%	$426.6K	$450.7K	+$24.1K	2026-10-06
Oppenheimer & Co Inc	INCREASED	10,545	8,695	+1,850	+21%	$346.5K	$443.9K	+$97.4K	2026-10-26
Future Financial Wealth Managment LLC	INCREASED	10,300	8,300	+2,000	+24%	$348.0K	$433.6K	+$85.7K	2026-10-15
Fifth Third Bancorp	UNCHANGED	500	500	0	0%	$19.9K	$21.1K	+$1.1K	2026-11-05
Lanark Financial, Inc.	INCREASED	290	215	+75	+35%	$8.6K	$12.2K	+$3.6K	2026-10-26
Chicago Partners Investment Group LLC	CLOSED	0	12,477	-12,477	-100%	$523.1K	$0	-$523.1K	2026-10-27
Citigroup Inc	CLOSED	0	8,252	-8,252	-100%	$328.8K	$0	-$328.8K	2026-11-04
Wolverine Asset Management LLC	CLOSED	0	5,167	-5,167	-100%	$204.9K	$0	-$204.9K	2026-11-02
Farther Finance Advisors, LLC	CLOSED	0	590	-590	-100%	$23.5K	$0	-$23.5K	2026-10-08
Fosun International Ltd	N/A	—	50,700,000	-50,700,000	-100%	$20.2M	—	—	—
Capital International Investors	N/A	—	16,742,502	-16,742,502	-100%	$667.2M	—	—	—
Franklin Resources Inc	N/A	—	5,615,415	-5,615,415	-100%	$223.8M	—	—	—
Capital World Investors	N/A	—	5,207,215	-5,207,215	-100%	$207.5M	—	—	—
Capital Research Global Investors	N/A	—	3,568,211	-3,568,211	-100%	$142.2M	—	—	—
BlackRock, Inc.	N/A	—	3,218,701	-3,218,701	-100%	$128.3M	—	—	—
Advent Capital Management	N/A	—	2,056,082	-2,056,082	-100%	$82.0M	—	—	—
Victory Capital Management Inc	N/A	—	1,665,085	-1,665,085	-100%	$66.4M	—	—	—
Infrastructure Capital Advisors, LLC	N/A	—	1,359,456	-1,359,456	-100%	$54.2M	—	—	—
FMR LLC	N/A	—	1,156,172	-1,156,172	-100%	$45.8M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	996,751	-996,751	-100%	$39.7M	—	—	—
Ameriprise Financial Inc	N/A	—	994,435	-994,435	-100%	$39.4M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	969,766	-969,766	-100%	$38.6M	—	—	—
State Street Corp	N/A	—	795,139	-795,139	-100%	$31.4M	—	—	—
Capital International, Inc.	N/A	—	387,755	-387,755	-100%	$15.5M	—	—	—
Clearbridge Investments, LLC	N/A	—	373,154	-373,154	-100%	$14.9M	—	—	—
Wellington Management Group LLP	N/A	—	359,204	-359,204	-100%	$14.1M	—	—	—
SSI Investment Management LLC	N/A	—	346,110	-346,110	-100%	$13.7M	—	—	—
Bank of America Corp	N/A	—	233,930	-233,930	-100%	$9.3M	—	—	—
Whittier Trust Co	N/A	—	169,023	-169,023	-100%	$7.0M	—	—	—
Invesco Ltd.	N/A	—	157,441	-157,441	-100%	$6.3M	—	—	—
Lord, Abbett & Co. LLC	N/A	—	155,838	-155,838	-100%	$6.2K	—	—	—
Credit Industriel ET Commercial	N/A	—	150,000	-150,000	-100%	$5.9M	—	—	—
Lazard Asset Management LLC	N/A	—	144,190	-144,190	-100%	$1.1K	—	—	—
Alberta Investment Management Corp	N/A	—	100,000	-100,000	-100%	$4.0M	—	—	—
Punch & Associates Investment Management, Inc.	N/A	—	85,775	-85,775	-100%	$3.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	80,113	-80,113	-100%	$3.2M	—	—	—
Penserra Capital Management LLC	N/A	—	65,582	-65,582	-100%	$2.6K	—	—	—
Envestnet Asset Management Inc	N/A	—	64,178	-64,178	-100%	$2.6M	—	—	—
Laffer Tengler Investments, Inc.	N/A	—	59,795	-59,795	-100%	$2.4M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	45,625	-45,625	-100%	$1.8M	—	—	—
Neuberger Berman Group LLC	N/A	—	45,400	-45,400	-100%	$1.8M	—	—	—
Morgan Stanley	N/A	—	45,341	-45,341	-100%	$1.8M	—	—	—
HRT Financial LP	N/A	—	39,581	-39,581	-100%	$1.6K	—	—	—
Regal Investment Advisors LLC	N/A	—	26,807	-26,807	-100%	$1.1M	—	—	—
Raymond James Financial Inc	N/A	—	18,506	-18,506	-100%	$737.5K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	17,750	-17,750	-100%	$727.9K	—	—	—
Wells Fargo & Company	N/A	—	14,203	-14,203	-100%	$566.0K	—	—	—
Stifel Financial Corp	N/A	—	10,050	-10,050	-100%	$400.5K	—	—	—
Peak6 LLC	N/A	—	10,000	-10,000	-100%	$398.5K	—	—	—
Stratos Wealth Partners, Ltd.	N/A	—	9,575	-9,575	-100%	$381.6K	—	—	—
Royal Bank of Canada	N/A	—	8,986	-8,986	-100%	$358.0K	—	—	—
Janney Montgomery Scott LLC	N/A	—	8,705	-8,705	-100%	$347	—	—	—
Arax Advisory Partners	N/A	—	8,550	-8,550	-100%	$340.7K	—	—	—
Cetera Investment Advisers	N/A	—	8,072	-8,072	-100%	$321.7K	—	—	—
Ares Systematic Credit Ltd	N/A	—	5,861	-5,861	-100%	$233.6K	—	—	—
Osaic Holdings, Inc.	N/A	—	5,730	-5,730	-100%	$228.3K	—	—	—
Oddo BHF Asset Management SAS	N/A	—	5,000	-5,000	-100%	$199.5K	—	—	—
UBS Group AG	N/A	—	4,699	-4,699	-100%	$187.3K	—	—	—
Virtus Fixed Income Advisers, LLC	N/A	—	3,600	-3,600	-100%	$142.6K	—	—	—
IMA Advisory Services, Inc.	N/A	—	2,655	-2,655	-100%	$105.8K	—	—	—
Virtus Advisers, LLC	N/A	—	850	-850	-100%	$33.7K	—	—	—
Harbour Investments, Inc.	N/A	—	700	-700	-100%	$27.9K	—	—	—
Bank of Montreal	N/A	—	600	-600	-100%	$23.9K	—	—	—
Anchor Investment Management, LLC	N/A	—	430	-430	-100%	$17.1K	—	—	—
National Bank of Canada	N/A	—	3	-3	-100%	$118	—	—	—

Showing 76 of 76 institutions