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KKR KKR

Financials, filed as KKR & CO INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 6 managers in 2026 Q2, sold by 6

  • 12 Owners
  • #73
  • Max 8.9%
  • Master 0.13%
  • $2.2B
  • 2 new 3 add 5 reduce 1 exit 1 small

In 2026 Q2, 2 managers opened positions, 3 added, 5 trimmed, and 1 sold out.

Who owns this now

Largest portfolio weights among holders, up to 8.9% (Chuck Akre, Akre Capital Management). Not free-float ownership.

  1. Chuck Akre Reduce 8.9%
  2. Scott Miller Add 6.8%
  3. Valueact Capital Add 5.8%
  4. Estuary Capital Management Add 4.3%
  5. Lindsell Train New 2.3%
  6. Farallon Capital Management Reduce 1.7%

Who owns KKR

Sorted by value, long equity only, as of 2026 Q2.

History
Dodge & Cox 0.39% New 0.39% 8,060,515 $740M History
Chuck Akre, Akre Capital Management 8.9%, was 10.1% Reduce −25.8% 4,981,486 $457M History
Farallon Capital Management 1.7%, was 2.5% Reduce −11.8% 4,118,300 $378M History
Valueact Capital, Valueact Holdings 5.8%, was 5.3% Add +8.5% 3,558,200 $327M History
Thomas Gayner, Markel Group 1.0% Hold 1,451,800 $133M History
Lindsell Train 2.3% New 2.3% 667,780 $61M History
John Rogers, Ariel Investments 0.39%, was 0.46% Small trim −3.5% 424,241 $39M History
Bill Nygren / Oakmark, Harris Associates L P 0.04% Reduce −7.0% 343,974 $32M History
Estuary Capital Management 4.3%, was 3.4% Add +26.9% 275,738 $25M History
Ron Baron, Bamco Inc. (Baron Capital) 0.02%, was 0.06% Reduce −25.8% 173,118 $16M History
Scott Miller, Greenhaven Road Investment Management 6.8%, was 6.8% Add +7.0% 114,051 $10M History
George Soros, Soros Fund Management 0.10%, was 0.25% Reduce −63.7% 88,715 $8.1M History
Stephen Mandel, Lone Pine Capital exited 2026 Q2 Last 2026 Q1 0.13% Exit −0.13% 179,308 $17M History

12 current, 1 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by KKR's executives, directors and 10% owners in the last 12 months, from their Form 4s

All KKR insider trades
  • $50.9M bought by 5 insiders
  • $1.1M sold by 1 insider outside a trading plan
  • None no planned (10b5-1) sales
  1. Dane E Holmes Chief Administrative Officer
    Sale
    $1.1M 10,000 shares at $108.58 54% of stake
    Traded Sep 3 Filed Sep 4
    ↗
  2. Timothy R Barakett Director
    Buy
    $4.7M 50,000 shares at $94.47 +21% to stake
    Traded Mar 4 Filed Mar 5
    ↗
  3. Scott C Nuttall CEO
    Buy
    $4.4M 50,000 shares at $87.81 +0.3% to stake
    Traded Feb 27 Filed Mar 3
    ↗
  4. Joseph Y Bae CEO
    Buy
    $4.4M 50,000 shares at $88.56 +9.8% to stake
    Traded Feb 27 Filed Mar 3
    ↗
  5. Mary N Dillon Director
    Buy
    $2M 22,225 shares at $90.96 +81% to stake
    Traded Mar 2 Filed Mar 3
    ↗
  6. Matt Cohler Director
    Buy
    $4.5M 43,872 shares at $102.90 +2734% to stake
    Traded Feb 17 Filed Feb 18
    ↗
  7. Joseph Y Bae CEO
    Buy
    $12.8M 125,000 shares at $102.19 +33% to stake
    Traded Feb 17 Filed Feb 18
    ↗
  8. Scott C Nuttall CEO
    Buy
    $12.8M 125,000 shares at $102.66 +0.8% to stake
    Traded Feb 17 Filed Feb 18
    ↗
  9. Timothy R Barakett Director
    Buy
    $5.2M 50,000 shares at $104.93 +27% to stake
    Traded Feb 9 Filed Feb 11
    ↗

Also filed in the last 12 months, not counted as buying or selling: 11 stock grants, 4 gifts, and 1 option exercise.

Congress

6 members of Congress traded KKR in the last three years: 10 buys and 10 sales. 4 members listed it in 2025 annual reports.

All Congress trades
  1. Alan Armstrong R-OK Buy $1K–$15K Mar 27 filed Jul 21
  2. Josh Gottheimer D-NJ-5Joint Sell $1K–$15K Nov 19, 2025 filed Dec 29, 2025
  3. Gilbert Ray Cisneros, Jr. D-CA-31 Sell $1K–$15K Nov 7, 2025 filed Dec 15, 2025
  4. Gilbert Ray Cisneros, Jr. D-CA-31 Buy $1K–$15K Oct 17, 2025 filed Nov 18, 2025
  5. Val T. Hoyle D-OR-4Spouse Sell $1K–$15K Sep 23, 2025 filed Oct 10, 2025
  6. Val T. Hoyle D-OR-4Spouse Buy $1K–$15K Apr 2, 2025 filed Sep 12, 2025

SEC filings

Recent issuer filings from EDGAR, 18 shown.

Filed Form Detail Links
8-K 7.01 Filing Doc
8-K 7.01,8.01 Filing Doc
10-Q Filing Doc
8-K 1.01,2.03 Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 5.02,5.07 Filing Doc
8-K 5.07 Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
DEFA14A Filing Doc
8-K 5.07 Filing Doc
DEFA14A Filing Doc
SCHEDULE 13G/A — Filing Doc
DEFA14A Filing Doc
DEFA14A Filing Doc
DEFA14A Filing Doc

Source: SEC EDGAR submissions, updated 5 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Net income $3.73B $3.08B $2.37B

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $317.29B $360.1B $410.14B
Total equity $22.86B $23.65B $30.9B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$1.49B $6.65B $0.478B
Cash from investing -$3.88B -$19.05B -$16.28B
Cash from financing $12.77B $7.08B $17.43B
Net change in cash $7.42B -$5.44B $1.78B

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.