| 0.69% |
| 4 | STATE STREET CORP | 29.3M | $2.69B | +2.7% | 3.263% | 0.04% |
| 5 | FMR LLC | 21.6M | $1.98B | +17.7% | 2.402% | 0.09% |
| 6 | PRINCIPAL FINANCIAL GROUP INC | 19.7M | $1.81B | +0.9% | 2.192% | 0.89% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 15.6M | $1.43B | +1.3% | 1.739% | 0.08% |
| 8 | Capital Research Global Investors | 14.7M | $1.35B | -12.3% | 1.638% | 0.19% |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | 14.6M | $1.34B | -18.6% | 1.623% | 0.23% |
| 10 | NORGES BANK | 13.8M | $1.27B | — | 1.537% | 0.13% |
| 11 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10.6M | $977.6M | -26.0% | 1.182% | 0.31% |
| 12 | Invesco Ltd. | 10.3M | $942.6M | +2.8% | 1.144% | 0.07% |
| 13 | VANGUARD PORTFOLIO MANAGEMENT LLC | 10.2M | $934.5M | +2.0% | 1.134% | 0.04% |
| 14 | FIRST MANHATTAN CO. LLC. | 9.4M | $864.2M | +0.2% | 1.049% | 2.20% |
| 15 | MORGAN STANLEY | 9.0M | $826.5M | +6.3% | 1.003% | 0.04% |
| 16 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8.9M | $816.9M | +9.8% | 0.991% | 0.32% |
| 17 | DODGE & COX | 8.1M | $739.8M | — | 0.898% | 0.39% |
| 18 | BANK OF AMERICA CORP /DE/ | 7.9M | $724.9M | -25.5% | 0.880% | 0.05% |
| 19 | Capital World Investors | 7.8M | $713.5M | -9.5% | 0.866% | 0.08% |
| 20 | GOLDMAN SACHS GROUP INC | 6.5M | $593.4M | +0.9% | 0.720% | 0.05% |
| 21 | NORTHERN TRUST CORP | 6.0M | $549.9M | +0.7% | 0.667% | 0.06% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5.4M | $499.1M | +8.9% | 0.606% | 0.07% |
| 23 | Legal & General Group Plc | 5.1M | $470.8M | +3.7% | 0.571% | 0.10% |
| 24 | BROWN ADVISORY INC | 5.0M | $463.2M | -16.3% | 0.562% | 0.72% |
| 25 | JANE STREET GROUP, LLC | 5.0M | $462.9M | +25.1% | 0.562% | 0.04% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in KKR — a direct measure of their conviction.
| 57.42% |
| 0.43 pp |
| $57.54B |
| 23% |
| Q4 2024 | 1,266 | +13% | 57.85% | +1.05 pp | $74.34B | +16% |
| Q3 2024 | 1,116 | — | 56.80% | — | $64.23B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
KKR institutional ownership rose by 1.75 percentage points quarter-over-quarter, with a net change of +0 holders.
The top 10 institutions account for 47.3% of all reported 13F value in KKR, and the top 25 account for 68.6%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.