Companies / KKR & Co. Inc. / Institutional moves
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KKR & Co. Inc.

Institutional position changes, all quarters

375 moves

ActionInstitutionQuarter ↓Δ sharesΔ %Held afterFlowImpact
AddedSTATE STREET CORPORATIONJun 30, 2026+921,145+3.2%29,293,443$84.54Mhigh
TrimmedBlackRock, Inc.Jun 30, 2026-356,357-0.8%45,188,181$32.71Mmedium
AddedMitsubishi UFJ Asset Management Co., Ltd.Jun 30, 2026+231,576+17%1,608,496$21.25Mmedium
AddedDEUTSCHE BANK AGJun 30, 2026+201,059+14%1,618,481$18.45Mmedium
ExitedFORSTA AP-FONDENJun 30, 2026-129,600-100%0$16.52Mmedium
TrimmedPerfromance Wealth Partners, LLCJun 30, 2026-173,580-99%2,378$15.93Mmedium
AddedTemasek Holdings (Private) LimitedJun 30, 2026+146,542+4.2%3,669,339$13.45Mmedium
ExitedWINTON GROUP LtdJun 30, 2026-52,350-100%0$6.67Mmedium
NewPrivium Fund Management (UK) LtdJun 30, 2026+69,000New69,000$6.14Mmedium
TrimmedLido Advisors, LLCJun 30, 2026-39,587-36%69,400$3.63Mlow
TrimmedVictory Capital Management, Inc.Jun 30, 2026-33,518-14%210,947$3.08Mlow
AddedB & T Capital Management DBA Alpha Capital ManagementJun 30, 2026+29,455+41%101,903$2.70Mlow
AddedLYNWOOD PRICE CAPITAL MANAGEMENT LPJun 30, 2026+29,125+21%169,125$2.67Mlow
TrimmedWealthfront Advisers LLCJun 30, 2026-28,458-49%29,141$2.61Mlow
TrimmedMML INVESTORS SERVICES, LLCJun 30, 2026-20,550-29%49,940$1.89Mlow
AddedPinnacle Wealth Planning Services, Inc.Jun 30, 2026+18,370>1000%19,207$1.69Mlow
TrimmedMawer Investment Management Ltd.Jun 30, 2026-16,640-8.1%189,608$1.53Mlow
NewCrestmont Private Wealth LLCJun 30, 2026+9,931New9,931$911.5Klow
NewBTGP Boreas Fund LP - Series AJun 30, 2026+9,923New9,923$910.7Klow
ExitedPURSUE WEALTH PARTNERS LLCJun 30, 2026-7,039-100%0$897.0Klow
TrimmedThe PNC Financial Services Group, Inc.Jun 30, 2026-8,505-3.9%212,248$780.6Klow
NewPallas Capital Advisors LLCJun 30, 2026+6,664New6,664$611.6Klow
TrimmedOneDigital Investment Advisors LLCJun 30, 2026-5,666-59%3,953$520.1Klow
TrimmedCFM WEALTH PARTNERS LLCJun 30, 2026-4,391-12%31,623$403.0Klow
ExitedSILVER OAK SECURITIES, INCORPORATEDJun 30, 2026-3,249-100%0$300.5Klow
ExitedSignet Private Wealth LLCJun 30, 2026-2,010-100%0$256.2Klow
ExitedAljian Capital Management, LLCJun 30, 2026-2,001-100%0$255.1Klow
NewRWA WEALTH PARTNERS, LLCJun 30, 2026+2,343New2,343$215.0Klow
ExitedMain Street Financial Solutions, LLCJun 30, 2026-1,685-100%0$214.9Klow
AddedCITIZENS FINANCIAL GROUP INC/RIJun 30, 2026+2,320+7.5%33,439$212.9Klow
ExitedRedwood Financial Network CorpJun 30, 2026-1,637-100%0$208.7Klow
TrimmedArizona State Retirement SystemJun 30, 2026-1,950-1.1%173,171$179.0Klow
AddedLPL Financial LLCJun 30, 2026+1,165+0.2%679,426$106.9Klow
TrimmedQuent Capital, LLCJun 30, 2026-1,031-35%1,939$94.6Klow
TrimmedDakota Wealth ManagementJun 30, 2026-639-19%2,656$58.6Klow
TrimmedTexas Capital Bank Wealth Management Services IncJun 30, 2026-544-18%2,545$49.9Klow
AddedTOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SAJun 30, 2026+420+63%1,090$38.5Klow
TrimmedMeeder Advisory Services, Inc.Jun 30, 2026-305-2.9%10,151$28.0Klow
AddedTRUST CO OF VERMONTJun 30, 2026+285+28%1,316$26.2Klow
ExitedTimothy G. Youngquist 2020 Irrevocable TrustJun 30, 2026-242-100%0$22.4Klow
AddedPENSION & WEALTH MANAGEMENT ADVISORS, INC.Jun 30, 2026+212+7.4%3,095$19.5Klow
AddedCVA Family Office, LLCJun 30, 2026+199+28%904$18.3Klow
AddedPerigon Wealth Management, LLCJun 30, 2026+178+3.4%5,355$16.3Klow
TrimmedELEMENT POINTE ADVISORS, LLCJun 30, 2026-170-1.6%10,635$15.6Klow
TrimmedNaviter Wealth, LLCJun 30, 2026-153-5.4%2,680$14.0Klow
AddedIMG Wealth Management, Inc.Jun 30, 2026+150>1000%153$13.8Klow
TrimmedSG Americas Securities, LLCJun 30, 2026-144,127-62%87,326$13.2Klow
AddedWestern Pacific Wealth Management, LPJun 30, 2026+100+35%387$9.2Klow
AddedSigma Planning CorpJun 30, 2026+92+2.1%4,437$8.4Klow
TrimmedSalomon & Ludwin, LLCJun 30, 2026-77-17%381$7.1Klow
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