KKRNYSEInvestment AdviceFiscal year ends December 31Also trades as KKR.PD, KKRS, KKRT
KKR & Co. Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$87.00+0.79 (+0.92%)
Close on Oct 19, 2026
- Market cap
- –
- P/E (TTM)
- –
- Dividend yield
- 0.84%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
550M
Shares held, 13F filers
Institutional holders
1,276
133 new, 124 sold out
Net institutional buying
18M
In Q2 2026
Insider trades, 12 months
13 buys · 1 sales
Net bought $49.85M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| George R. Roberts | 88,192,855 | 10.00% | 13G (passive) amendment | Dec 31, 2023 |
| Henry R. Kravis | 83,370,688 | 9.40% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Capital Management | 50,647,147 | 5.68% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of KKR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 45,188,181 | – | $4.15B | +568,249 | 0.06% |
| Vanguard Capital Management LLC | 44,564,501 | – | $4.09B | +538,603 | 0.09% |
| Capital International Investors | 36,389,402 | – | $3.34B | +1,255,361 | 0.69% |
| State Street Corp | 29,293,443 | – | $2.69B | +780,593 | 0.08% |
| FMR LLC | 21,566,484 | – | $1.98B | +3,240,545 | 0.09% |
| Principal Financial Group Inc | 19,677,109 | – | $1.81B | +169,368 | 0.89% |
| Geode Capital Management, LLC | 15,611,391 | – | $1.43B | +205,250 | 0.08% |
| Capital Research Global Investors | 14,708,910 | – | $1.35B | −2,070,189 | 0.19% |
| Wellington Management Group Llp | 14,569,959 | – | $1.34B | −3,333,226 | 0.23% |
| Norges Bank | 13,798,499 | – | $1.27B | New | 0.13% |
| Massachusetts Financial Services Co /Ma/ | 10,616,489 | – | $977.64M | −3,733,544 | 0.31% |
| Invesco Ltd. | 10,269,796 | – | $942.56M | +283,788 | 0.07% |
| Vanguard Portfolio Management LLC | 10,181,852 | – | $934.49M | +203,196 | 0.04% |
| First Manhattan Co. LLC. | 9,416,070 | – | $864.21M | +21,903 | 2.20% |
| Morgan Stanley | 9,004,913 | – | $826.47M | +531,260 | 0.04% |
| Manufacturers Life Insurance Company, The | 8,900,144 | – | $816.86M | +794,566 | 0.64% |
| Dodge & Cox | 8,060,515 | – | $739.79M | New | 0.39% |
| Bank Of America Corp /De/ | 7,898,444 | – | $724.92M | −2,703,231 | 0.05% |
| Capital World Investors | 7,775,190 | – | $713.52M | −816,248 | 0.08% |
| Goldman Sachs Group Inc | 6,335,421 | – | $581.46M | +849,960 | 0.05% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,276 | 550M | 133 / 502 | 470 / 124 | 57M | 39M |
| Q1 2026 | 1,283 | 532M | 155 / 520 | 456 / 254 | 131M | 92M |
| Q4 2025 | 1,400 | 553M | 188 / 513 | 514 / 136 | 68M | 48M |
| Q3 2025 | 1,375 | 534M | 151 / 581 | 431 / 88 | 38M | 43M |
| Q2 2025 | 1,331 | 539M | 167 / 532 | 448 / 112 | 44M | 39M |
| Q1 2025 | 1,289 | 535M | 165 / 516 | 441 / 177 | 52M | 44M |
| Q4 2024 | 1,323 | 534M | 233 / 494 | 421 / 59 | 35M | 52M |
| Q3 2024 | 1,171 | 552M | 179 / 460 | 355 / 67 | 78M | 36M |
| Q2 2024 | 1,067 | 555M | 138 / 448 | 310 / 91 | 91M | 78M |
| Q1 2024 | 1,032 | 543M | 186 / 335 | 357 / 59 | 77M | 47M |
| Q4 2023 | 916 | 515M | 191 / 278 | 316 / 54 | 54M | 46M |
| Q3 2023 | 792 | 508M | 103 / 267 | 254 / 57 | 51M | 23M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of KKR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 21,380,330 | – | $1.96B | 0.09% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 17,916,573 | – | $1.64B | 0.10% | Jun 30, 2026 |
| Growth Fund of America | 16,532,037 | – | $1.59B | 0.44% | May 31, 2026 |
| MidCap Fund | 10,791,976 | – | $1.09B | 4.74% | Jul 31, 2026 |
| Washington Mutual Investors Fund | 9,989,523 | – | $1.01B | 0.46% | Jul 31, 2026 |
| iShares Core S&P 500 ETF | 9,510,095 | – | $872.84M | 0.10% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 8,784,112 | – | $842.75M | 0.10% | May 31, 2026 |
| American Funds Fundamental Investors | 7,608,691 | – | $698.33M | 0.39% | Jun 30, 2026 |
| MFS Value Fund | 6,499,627 | – | $623.57M | 1.22% | May 31, 2026 |
| Vanguard Value Index Fund | 6,416,738 | – | $588.93M | 0.23% | Jun 30, 2026 |
| AMCAP Fund | 6,383,382 | – | $612.42M | 0.63% | May 31, 2026 |
| Dodge & Cox Stock Fund | 6,023,800 | – | $552.86M | 0.47% | Jun 30, 2026 |
| State Street(R) Financial Select Sector SPDR(R) ETF | 4,676,479 | – | $429.21M | 0.84% | Jun 30, 2026 |
| New Perspective Fund | 4,053,004 | – | $371.98M | 0.22% | Jun 30, 2026 |
| Vanguard Institutional Index Fund | 3,753,279 | – | $344.48M | 0.10% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Joseph Y. Bae | Co-Chief Executive Officer, Director | 15,866,848 | Sep 10, 2026 |
| Scott C. Nuttall | Co-Chief Executive Officer, Director | 17,677,963 | Mar 3, 2026 |
| Henry R. Kravis | Co-Executive Chairman, Director | 88,645,607 | Nov 14, 2025 |
| George R. Roberts | Co-Executive Chairman, Director | 85,661,978 | Aug 7, 2025 |
| Dane E. Holmes | Chief Administrative Officer | 8,513 | Sep 4, 2026 |
| Robert H. Lewin | Chief Financial Officer | 1,258,474 | Sep 4, 2026 |
| Kathryn King Sudol | Chief Legal Officer & GC | – | May 1, 2026 |
| Timothy R. Barakett | Director | 287,771 | Mar 5, 2026 |
| Mary N. Dillon | Director | 63,440 | Mar 3, 2026 |
| Matt Cohler | Director | 143,045 | Feb 18, 2026 |
| Kimberly A. Ross | Director | 5,872 | Dec 12, 2025 |
| Evan Spiegel | Director | 12,485 | Dec 12, 2025 |
| Xavier Bruno Niel | Director | 46,991 | Dec 12, 2025 |
| Arturo Gutierrez | Director | 14,385 | Dec 12, 2025 |
| Patricia F. Russo | Director | 160,163 | Dec 12, 2025 |
| Robert W. Scully | Director | 242,413 | Dec 12, 2025 |
| Craig Arnold | Director | 1,847 | Dec 12, 2025 |
| Adriane M. Brown | Director | 13,270 | Dec 12, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Joseph Y. Bae Co-Chief Executive Officer, Director | Sep 8, 2026 | Gift | −122,403 | – | – | 2,211,701 |
| Joseph Y. Bae Co-Chief Executive Officer, Director | Sep 8, 2026 | Gift | −345,849 | – | – | 1,607,053 |
| Dane E. Holmes Chief Administrative Officer | Sep 3, 2026 | Sale | −10,000 | $108.58 | $1.09M | 8,513 |
| Dane E. Holmes Chief Administrative Officer | Sep 2, 2026 | Option exercise | +10,000 | – | – | 18,513 |
| Robert H. Lewin Chief Financial Officer | Sep 2, 2026 | Gift | −10,000 | – | – | 1,186,726 |
| Timothy R. Barakett Director | Mar 4, 2026 | Buy | +50,000 | $94.47 | $4.72M | 285,000 |
| Mary N. Dillon Director | Mar 2, 2026 | Buy | +22,225 | $90.96 | $2.02M | 49,610 |
| Scott C. Nuttall Co-Chief Executive Officer, Director | Feb 27, 2026 | Buy | +50,000 | $87.81 | $4.39M | 14,406,748 |
| Joseph Y. Bae Co-Chief Executive Officer, Director | Feb 27, 2026 | Buy | +50,000 | $88.56 | $4.43M | 559,257 |
| Scott C. Nuttall Co-Chief Executive Officer, Director | Feb 17, 2026 | Buy | +90,127 | $102.87 | $9.27M | 15,503,636 |
| Scott C. Nuttall Co-Chief Executive Officer, Director | Feb 17, 2026 | Buy | +112 | $103.41 | $11.58K | 15,503,748 |
| Scott C. Nuttall Co-Chief Executive Officer, Director | Feb 17, 2026 | Buy | +34,761 | $102.13 | $3.55M | 15,413,509 |
| Joseph Y. Bae Co-Chief Executive Officer, Director | Feb 17, 2026 | Buy | +63,467 | $102.49 | $6.50M | 479,175 |
| Joseph Y. Bae Co-Chief Executive Officer, Director | Feb 17, 2026 | Buy | +22,801 | $100.39 | $2.29M | 407,058 |
| Joseph Y. Bae Co-Chief Executive Officer, Director | Feb 17, 2026 | Buy | +8,650 | $101.30 | $876.25K | 415,708 |
| Joseph Y. Bae Co-Chief Executive Officer, Director | Feb 17, 2026 | Buy | +30,082 | $103.17 | $3.10M | 509,257 |
| Matt Cohler Director | Feb 17, 2026 | Buy | +43,872 | $102.90 | $4.51M | 45,477 |
| Timothy R. Barakett Director | Feb 9, 2026 | Buy | +50,000 | $104.93 | $5.25M | 235,000 |
| Xavier Bruno Niel Director | Dec 11, 2025 | Award | +1,605 | – | – | 31,878 |
| Patricia F. Russo Director | Dec 11, 2025 | Award | +1,605 | – | – | 88,464 |
| Craig Arnold Director | Dec 11, 2025 | Award | +1,605 | – | – | 1,847 |
| Mary N. Dillon Director | Dec 11, 2025 | Award | +1,605 | – | – | 1,605 |
| Timothy R. Barakett Director | Dec 11, 2025 | Award | +1,605 | – | – | 2,771 |
| Robert W. Scully Director | Dec 11, 2025 | Award | +1,605 | – | – | 95,464 |
| Arturo Gutierrez Director | Dec 11, 2025 | Award | +1,605 | – | – | 14,385 |
| Kimberly A. Ross Director | Dec 11, 2025 | Award | +1,605 | – | – | 5,872 |
| Matt Cohler Director | Dec 11, 2025 | Award | +1,605 | – | – | 1,605 |
| Adriane M. Brown Director | Dec 11, 2025 | Award | +1,605 | – | – | 13,270 |
| Evan Spiegel Director | Dec 11, 2025 | Award | +1,605 | – | – | 12,485 |
| Henry R. Kravis Co-Executive Chairman, Director | Nov 12, 2025 | Gift | −350,000 | – | – | 5,460,000 |
| Craig Arnold Director | Sep 23, 2025 | Award | +242 | – | – | 242 |
| Scott C. Nuttall Co-Chief Executive Officer, Director | Sep 2, 2025 | Gift | +194,000 | – | – | 1,135,870 |
| Scott C. Nuttall Co-Chief Executive Officer, Director | Sep 2, 2025 | Gift | −194,000 | – | – | 1,702,400 |
| Joseph Y. Bae Co-Chief Executive Officer, Director | Aug 29, 2025 | Gift | +398,335 | – | – | 1,952,902 |
| Joseph Y. Bae Co-Chief Executive Officer, Director | Aug 29, 2025 | Gift | −398,335 | – | – | 1,554,194 |
| Robert H. Lewin Chief Financial Officer | Aug 13, 2025 | Gift | −2,500 | – | – | 1,196,726 |
| Joseph Y. Bae Co-Chief Executive Officer, Director | Aug 8, 2025 | Other | +1,592 | – | – | 7,166 |
| George R. Roberts Co-Executive Chairman, Director | Aug 7, 2025 | Sale | −809,906 | $144.25 | $116.83M | 81,361,978 |
| Henry R. Kravis Co-Executive Chairman, Director | Jun 2, 2025 | Sale | −130,925 | $121.67 | $15.93M | 0 |
| Henry R. Kravis Co-Executive Chairman, Director | Jun 2, 2025 | Sale | −1,150,469 | $119.80 | $137.83M | 73,006,022 |
| George R. Roberts Co-Executive Chairman, Director | Jun 2, 2025 | Sale | −1,190,094 | $119.80 | $142.57M | 82,171,884 |
| Timothy R. Barakett Director | May 22, 2025 | Buy | +35,000 | $117.92 | $4.13M | 185,000 |
| George R. Roberts Co-Executive Chairman, Director, 10% owner | May 16, 2025 | Gift | −200,000 | – | – | 1,200,000 |
| Scott C. Nuttall Co-Chief Executive Officer, Director | May 15, 2025 | Gift | −47,001 | – | – | 1,497,723 |
| Joseph Y. Bae Co-Chief Executive Officer, Director | May 15, 2025 | Other | +3,184 | – | – | 7,166 |
| Robert H. Lewin Chief Financial Officer | May 15, 2025 | Gift | −10,000 | – | – | 1,199,226 |
| Henry R. Kravis Co-Executive Chairman, Director | May 15, 2025 | Other | −250,377 | – | – | 1,549,369 |
| Robert W. Scully Director | May 6, 2025 | Buy | +13,250 | $113.49 | $1.50M | 13,250 |
| Henry R. Kravis Co-Executive Chairman, Director | Mar 13, 2025 | Gift | −208,676 | – | – | 0 |
| Timothy R. Barakett Director | Mar 13, 2025 | Award | +1,166 | – | – | 1,166 |
| Patricia F. Russo Director | Dec 12, 2024 | Award | +1,238 | – | – | 86,859 |
| Robert W. Scully Director | Dec 12, 2024 | Award | +1,238 | – | – | 93,859 |
| Matt Cohler Director | Dec 12, 2024 | Award | +1,238 | – | – | 1,238 |
| Xavier Bruno Niel Director | Dec 12, 2024 | Award | +1,238 | – | – | 30,273 |
| Evan Spiegel Director | Dec 12, 2024 | Award | +1,238 | – | – | 10,880 |
| Kimberly A. Ross Director | Dec 12, 2024 | Award | +1,238 | – | – | 4,267 |
| Adriane M. Brown Director | Dec 12, 2024 | Award | +1,238 | – | – | 11,665 |
| Arturo Gutierrez Director | Dec 12, 2024 | Award | +1,238 | – | – | 12,780 |
| Mary N. Dillon Director | Dec 12, 2024 | Award | +1,238 | – | – | 4,267 |
| Scott C. Nuttall Co-Chief Executive Officer, Director | Nov 27, 2024 | Gift | −569,200 | – | – | 545,600 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Dane E. Holmes Officer | Sep 3, 2026 | 10,000 | $1.06M | Sep 3, 2026 | Acquired upon conversion of vested Restricted Holdings Units initially granted on December 29, 2023 |
| George R. Roberts See Remarks | Aug 7, 2025 | 809,906 | $117.08M | Aug 7, 2025 | Acquired pursuant to a merger of KKR Holdings L.P. with a subsidiary of the Issuer |
| Henry R. Kravis See Remarks | Jun 2, 2025 | 1,281,394 | $156.16M | Jun 2, 2025 | Acquired in a distribution by a limited partnership |
| George R. Roberts See Remarks | Jun 2, 2025 | 1,190,094 | $145.04M | Jun 2, 2025 | Acquired in a distribution by a limited partnership |