KKR & Co.

KKR • NYSE

KKR & Co. is a asset management company in the financial services sector on NYSE, led by Joseph Y. Bae, with a market cap of $114.48B. As of Q3 2025, 59% of shares are held by 1,328 institutional investors, with VANGUARD GROUP INC as the largest holder at 6.65%.

Co-Chief Executive OfficerJoseph Y. Bae

Market Cap$114.48B

Asset Management

Financial Services

Employees4.5K

Websitekkr.com

Country

United States of America

Overview

Overview of institutional ownership in KKR as of Q3 2025 with a market cap of $115.78B

All Institutions

Institutions: 1,328
Value Held: $68.5B
Shares Held: 527.0M
Avg Position: $51.6M
Median Position: $1.1M

Hedge Funds

Hedge Funds: 97
Value Held: $3.9B
Shares Held: 30.4M
Avg Position: $40.7M
Median Position: $5.2M

Ownership Breakdown

Institutional (non-HF)

55.76%

$64.6B

Hedge Funds

3.41%

$3.9B

Retail & Other

40.83%

$47.3B

Based on market cap of $115.78B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in KKR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$7.7B 0.12% of portfolio	6.65% 59.2M shares	Q3 2018 Held for 7y 2m	$6.69T
B BlackRock, Inc. Institution	-	$6.3B 0.11% of portfolio	5.40% 48.1M shares	Q4 2015 Held for 9y 11m	$5.67T
C Capital International Investors Institution	-	$4.1B 0.66% of portfolio	3.52% 31.3M shares	Q1 2020 Held for 5y 8m	$615.90B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$3.7B 0.13% of portfolio	3.15% 28.1M shares	Q3 2017 Held for 8y 2m	$2.88T
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Edmund Wellington Iii President	$3.1B 0.55% of portfolio	2.70% 24.1M shares	Q3 2020 Held for 5y 2m	$571.21B
FMR LLC Institution	-	$2.7B 0.14% of portfolio	2.34% 20.8M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	Edward Murray Maloney CEO	$2.5B 0.79% of portfolio	2.19% 19.5M shares	Q3 2021 Held for 4y 2m	$322.72B
PRINCIPAL FINANCIAL GROUP INC Institution	Deanna Strable CEO	$2.5B 1.25% of portfolio	2.14% 19.0M shares	Q2 2015 Held for 10y 5m	$197.71B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$1.9B 0.12% of portfolio	1.67% 14.8M shares	Q3 2018 Held for 7y 2m	$1.57T
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$1.6B 0.26% of portfolio	1.41% 12.5M shares	≤ Q2 2013 Held for 12y 5m+	$633.08B

Net Capital Flow

Institutional buying and selling activity for KKR in Q3 2025

Net Flow: −$298.1M
Buyers: 585
Sellers: 508
Total Bought: +$3.8B
Total Sold: −$4.1B
Avg Position: $52.0M

Biggest Buyers

Institution	Net Bought	Current Position
FMR LLC Institution	+$575.5M +4.4M shares	$2.7B 20.8M shares
D DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main Institution	+$501.8M +3.9M shares	$681.3M 5.2M shares
Invesco Ltd. ETF Provider	+$228.4M +1.8M shares	$1.6B 12.5M shares
C Close Asset Management Ltd Institution	+$192.3M +1.5M shares	$196.9M 1.5M shares
MORGAN STANLEY RIA/Wealth	+$130.6M +1.0M shares	$1.0B 7.8M shares
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	+$118.2M +909.6K shares	$615.5M 4.7M shares
Point72 Asset Management, L.P. Hedge Fund•Multi-Strategy	+$89.0M +685.2K shares	$116.9M 899.9K shares
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	+$88.0M +677.5K shares	$264.2M 2.0M shares
E Ensign Peak Advisors, Inc Institution	+$77.4M +595.9K shares	$267.5M 2.1M shares
J JANE STREET GROUP, LLC Institution	+$76.7M +590.6K shares	$95.0M 730.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
JPMORGAN CHASE & CO Institution	−$291.2M −2.2M shares	$549.1M 4.2M shares
B BROWN ADVISORY INC RIA/Wealth	−$260.4M −2.0M shares	$997.8M 7.7M shares
Capital Research Global Investors RIA/Wealth	−$249.4M −1.9M shares	$725.0M 5.6M shares
C COATUE MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$198.1M −1.5M shares	$289.9M 2.2M shares
A Amundi Institution	−$182.6M −1.4M shares	$205.1M 1.6M shares
C CANADA PENSION PLAN INVESTMENT BOARD Institution	−$170.6M −1.3M shares	$144.9M 1.1M shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	−$167.4M −1.3M shares	$297.2M 2.3M shares
C Capital World Investors Institution	−$161.1M −1.2M shares	$1.4B 10.7M shares
LONE PINE CAPITAL LLC Hedge Fund•Long/Short	−$148.3M −1.1M shares	$530.3M 4.1M shares
T T. Rowe Price Investment Management, Inc. Insurance Manager	−$139.0M −1.1M shares	$10.1M 77.8K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited KKR in Q3 2025

New Positions: 57
New Value: $70.7M
Exited Positions: 85
Exited Value: $463.0M

New Positions

Institution	Position Value
S SCOPIA CAPITAL MANAGEMENT LLC Hedge Fund•Long/Short	$30.5M 234.3K shares
Morningstar Investment Management LLC Long Only Manager	$8.1M 62.3K shares
S Stonegate Management LLC Institution	$4.5M 34.3K shares
ISAM Funds Ltd Hedge Fund•Quant	$3.6M 28.0K shares
DNCA FINANCE Private Equity	$3.6M 27.6K shares
A ABC ARBITRAGE SA Institution	$3.4M 26.4K shares
S Sageworth Trust Co Institution	$2.9M 22.2K shares
T TEMA ETFS LLC Institution	$1.4M 10.7K shares
S STEVENS CAPITAL MANAGEMENT LP Hedge Fund•Multi-Strategy	$1.4M 10.4K shares
Spinnaker Investment Group, LLC RIA/Wealth	$1.2M 9.6K shares

Exited Positions

Institution	Previous Position
B Bain Capital Public Equity Management II, LLC Institution	$131.2M 986.2K shares
L LGT CAPITAL PARTNERS LTD. Institution	$62.9M 473.0K shares
Oribel Capital Management, LP Hedge Fund•Long/Short	$47.9M 360.0K shares
Select Equity Group, L.P. Hedge Fund•Multi-Strategy	$46.1M 346.4K shares
Caldwell Investment Management Ltd. RIA/Wealth	$26.6M 200.0K shares
G Gillson Capital LP Hedge Fund•Long/Short	$19.8M 148.6K shares
Artisan Partners Limited Partnership Long Only Manager	$18.3M 137.4K shares
T TCW GROUP INC Institution	$13.9M 104.5K shares
Trexquant Investment LP Hedge Fund•Quant	$13.0M 97.9K shares
A AXA Institution	$11.3M 85.1K shares

Options Activity

Institutions with the largest Call and Put options positions in KKR as of Q3 2025

Call Positions: 48
Call Value: $1.1B
Put Positions: 51
Put Value: $1.2B

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$265.7M 20.4K contracts
Oribel Capital Management, LP Hedge Fund•Long/Short	$102.5M 7.9K contracts
J JANE STREET GROUP, LLC Institution	$93.2M 7.2K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$89.6M 6.9K contracts
GOLDMAN SACHS GROUP INC Institution	$85.9M 6.6K contracts
CITIGROUP INC Institution	$53.0M 4.1K contracts
Artisan Partners Limited Partnership Long Only Manager	$42.6M 3.3K contracts
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC Hedge Fund•Long/Short	$31.8M 2.5K contracts
W WOLVERINE TRADING, LLC Institution	$28.9M 2.1K contracts
BANK OF AMERICA CORP /DE/ Institution	$19.9M 1.5K contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$392.0M 30.2K contracts
P Portman Square Capital LLP Hedge Fund•Vol Arbitrage	$122.9M 9.5K contracts
J JANE STREET GROUP, LLC Institution	$91.4M 7.0K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$90.9M 7.0K contracts
LEUCADIA NATIONAL CORP Institution	$82.1M 6.3K contracts
Walleye Trading LLC RIA/Wealth	$47.7M 3.7K contracts
B BNP PARIBAS ARBITRAGE, SA Institution	$31.8M 24.5 contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$29.3M 2.3K contracts
W WHITEBOX ADVISORS LLC Hedge Fund•Multi-Strategy	$26.0M 2.0K contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$19.6M 1.5K contracts

Most Committed Institutions

Institutions with KKR as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Hudson Way Capital Management LLC Hedge Fund•Long/Short	Carrie Elizabeth Bass CFO	14.30% $182.3M	0.16% 1.4M shares	Q3 2018 Held for 7y 2m	$1.3B
Enstar Group LTD Institution	Dominic F. Silvester Chairman	13.35% $34.2M	0.03% 263.1K shares	Q4 2019 Held for 5y 11m	$256.2M
Greenhaven Road Investment Management, L.P. Hedge Fund•Value	Mark Joel Rubin COO	11.78% $28.6M	0.02% 219.7K shares	Q4 2019 Held for 5y 11m	$242.3M
AKRE CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	John Hallmark Neff CEO	11.29% $1.1B	0.98% 8.7M shares	Q1 2018 Held for 7y 8m	$10.0B
J JACKSON HILL ADVISORS, LLC Hedge Fund•Value	Vincent Scott Soler Managing Partner	8.57% $18.1M	0.02% 139.5K shares	Q4 2021 Held for 3y 11m	$211.5M
Global Frontier Investments LLC Hedge Fund•Sector	Hedi (Nmn) Ben Mlouka CEO	6.90% $35.2M	0.03% 271.0K shares	Q2 2025 Held for 5 months	$510.2M
Crescent Park Management, L.P. Hedge Fund•Long/Short	Eli D. Cohen Managing Partner	6.84% $15.5M	0.01% 119.5K shares	Q3 2018 Held for 7y 2m	$226.9M
T Triavera Capital LLC Hedge Fund•Long/Short	Michael David Kahn Managing Partner	6.79% $13.9M	0.01% 107.3K shares	Q4 2024 Held for 11 months	$205.5M
Maestria Partners LLC Hedge Fund•Value	James Richard Edwards Managing Partner	6.74% $21.3M	0.02% 164.2K shares	Q4 2024 Held for 11 months	$316.4M
D Dilation Capital Management LP Long Only Manager	Brian Lee Eizenstat Managing Partner	5.89% $11.9M	0.01% 91.4K shares	Q4 2024 Held for 11 months	$201.8M

Hedge Fund Spotlight

Discover hedge funds investing in KKR

LONE PINE CAPITAL LLC

Hedge Fund • Long/Short

Portfolio ManagerDavid Francis Craver

Portfolio Value: $13.7B
Positions: 25
Last Reported: Q3 2025

Sector Allocation

Position in KKR & Co.

Market Value: $530.3M
Shares Held: 4.1M
Portfolio Weight: 3.86%
Owned Since: 2023-Q1

Top Holding	Sector	Market Value	Weight
1 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$971.0M	7.07%
2 Vistra VST	Independent Power Producers Utilities	$920.7M	6.70%
3 Taiwan Semiconductor Manufacturing Company TSM	Semiconductors Technology	$852.5M	6.20%