Public record / Tickers / KKR

KKR — KKR & Co. Inc.

Both disclosure regimes on one name: who in Congress filed about KKR, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
31
all PTR rows naming KKR
Members · 12m
4
2 buys · 3 sells · by trade date
Latest PTR
07-21
filed 2026-07-21
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Shri Thanedar · $15.0K–$50.0K

Sale · traded 2023-01-23 → filed 2023-02-09. Ranked over every KKR row by the provable lower bound, never a point estimate.

4 members · 2 buys / 3 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

8 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

18 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 18 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING KKR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning KKR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2025-12-29Josh Gottheimer D–NJ-5Sale · JT (jointly owned)Traded 11-19 +40d$1K–$15K
2025-12-15Gilbert Ray Cisneros, Jr. D–CA-31SaleTraded 11-07 +38d$1K–$15K
2025-11-18Gilbert Ray Cisneros, Jr. D–CA-31PurchaseTraded 10-17 +32d$1K–$15K
2025-10-10Val T. Hoyle D–OR-4Sale · SP (spouse-owned)Traded 09-23 +17d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 31 ↗

Members active in KKR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing KKR in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Gilbert Ray Cisneros, Jr. D–CA-312−$14.0K to $14.0K2
Alan Armstrong R–OK1$1.0K to $15.0K2
Josh Gottheimer D–NJ-51−$15.0K to −$1.0K2
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

4 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · KKR

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
1 Alan Armstrong R–OK $1K–$15K
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · KKR & CO INC

Merged timeline of congressional filings and notable-manager moves on KKR
DateWhoChangeSize
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-05-15ValueAct Holdings 13Fnew+3,279,700 sh
2026-05-15Soros Fund Management 13Fnew+244,691 sh
2026-05-15Moore Capital Management 13Fnew+217,600 sh
2026-05-15Tudor Investment Corp 13Fnew+200,269 sh
2026-05-15Lone Pine Capital 13Ftrim−4,821,777 sh
2026-05-15Gotham Asset Management 13Ftrim−1,850 sh
2026-05-15Bridgewater Associates 13Ftrim−39,945 sh

8 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of KKR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$4.1B1
2VANGUARD CAPITAL MANAGEMENT LLC$4.1B1
3Capital International Investors$3.2B1
4STATE STREET CORP$2.6B1
5PRINCIPAL FINANCIAL GROUP INC$1.8B1
6FMR LLC$1.7B1
7WELLINGTON MANAGEMENT GROUP LLP$1.7B1
8Capital Research Global Investors$1.6B1
9GEODE CAPITAL MANAGEMENT, LLC$1.4B1
10MASSACHUSETTS FINANCIAL SERVICES CO /MA/$1.3B1
11BANK OF AMERICA CORP /DE/$981M1
12Invesco Ltd.$924M1
13VANGUARD PORTFOLIO MANAGEMENT LLC$923M1
14FIRST MANHATTAN CO. LLC.$869M1
15Capital World Investors$795M1
16MORGAN STANLEY$784M1
17MANUFACTURERS LIFE INSURANCE COMPANY, THE$750M1
18BROWN ADVISORY INC$558M1
19NORTHERN TRUST CORP$550M1
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC$462M1
21Legal & General Group Plc$458M1
22FARALLON CAPITAL MANAGEMENT, L.L.C.$432M1
23D. E. Shaw & Co., Inc.$365M1
24VANGUARD FIDUCIARY TRUST CO$358M1
25Amundi$345M1
26Temasek Holdings (Private) Ltd$326M1
27UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$315M1
28UBS Group AG$312M1
29Bank of New York Mellon Corp$309M1
30ValueAct Holdings, L.P.$303M1
31AQR CAPITAL MANAGEMENT LLC$284M1
32BALYASNY ASSET MANAGEMENT L.P.$270M1
33MILLENNIUM MANAGEMENT LLC$243M1
34FRANKLIN RESOURCES INC$241M1
35ROYAL BANK OF CANADA$216M1
36Nuveen, LLC$210M1
37WELLS FARGO & COMPANY/MN$208M1
38DEUTSCHE BANK AG\$199M1
39CITADEL ADVISORS LLC$179M1
40DIMENSIONAL FUND ADVISORS LP$167M1
41JANE STREET GROUP, LLC$155M1
42Ensign Peak Advisors, Inc$152M1
43Hudson Way Capital Management LLC$144M1
44Vanguard Global Advisers, LLC$140M1
45Mitsubishi UFJ Asset Management Co., Ltd.$138M1
46MARKEL GROUP INC.$134M1
47ALLIANCEBERNSTEIN L.P.$131M1
48National Pension Service$128M1
49Sumitomo Mitsui Trust Group, Inc.$122M1
50HSBC HOLDINGS PLC$111M1
51Assenagon Asset Management S.A.$103M1
52Unisphere Establishment$102M1
53SUSQUEHANNA INTERNATIONAL GROUP, LLP$99.9M1
54Freestone Grove Partners LP$99.5M1
55VANGUARD ASSET MANAGEMENT, Ltd$98.7M1
56RHUMBLINE ADVISERS$96.8M1
57RAYMOND JAMES FINANCIAL INC$95.4M1
58ENVESTNET ASSET MANAGEMENT INC$93.2M1
59Holocene Advisors, LP$87.6M1
60MEITAV INVESTMENT HOUSE LTD$86.8M1
61CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$86.6M1
62CITIGROUP INC$85.5M1
63ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$82.3M1
64Alecta Tjanstepension Omsesidigt$68.5M1
65AMERICAN CENTURY COMPANIES INC$67.6M1
66Vident Advisory, LLC$67.5M1
67NEW YORK STATE COMMON RETIREMENT FUND$67.0M1
68ALGEBRIS (UK) LTD$66.7M1
69BANK OF MONTREAL /CAN/$65.6M1
70OMERS ADMINISTRATION Corp$64.4M1
71Point72 Asset Management, L.P.$62.8M1
72LPL Financial LLC$60.5M1
73CANADA PENSION PLAN INVESTMENT BOARD$59.3M1
74ADAGE CAPITAL PARTNERS GP, L.L.C.$56.9M1
75Capital International, Inc./CA/$55.2M1
76STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$54.7M1
77Mariner, LLC$54.3M1
78WESTFIELD CAPITAL MANAGEMENT CO LP$51.6M1
79AVIVA PLC$49.6M1
80Rockefeller Capital Management L.P.$48.6M1
81Junto Capital Management LP$48.0M1
82NATIONAL BANK OF CANADA /FI/$47.8M1
83Long Focus Capital Management, LLC$45.5M1
84Private Capital Management, LLC$42.9M1
85ARIEL INVESTMENTS, LLC$40.6M1
86Cerity Partners LLC$40.6M1
87HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$40.3M1
88Fisher Funds Management LTD$39.5M1
89SEI INVESTMENTS CO$39.2M1
90Focus Partners Wealth$39.0M1
91APG Asset Management N.V.$38.3M1
92Heron Bay Capital Management$38.1M1
93MFF Capital Investments Ltd$37.2M1
94FACTORY MUTUAL INSURANCE CO$36.9M1
95National Philanthropic Trust$35.7M1
96Woodline Partners LP$35.6M1
97HARRIS ASSOCIATES L P$34.2M1
98Empower Advisory Group, LLC$33.2M1
99Shaolin Capital Management LLC$32.6M1
100WESTWOOD HOLDINGS GROUP INC$32.3M1
101Longaeva Partners L.P.$32.3M1
102Chevy Chase Trust Holdings, LLC$31.5M1
103STATE OF WISCONSIN INVESTMENT BOARD$31.4M1
104PRUDENTIAL FINANCIAL INC$31.1M1
105GROUP ONE TRADING LLC$31.0M1
106Corient Private Wealth LLC$30.6M1
107Pictet Asset Management Holding SA$30.4M1
108OFI INVEST ASSET MANAGEMENT$28.8M1
109Zuckerman Investment Group, LLC$28.6M1
110PICTON MAHONEY ASSET MANAGEMENT$27.9M1
111Aberdeen Group plc$27.5M1
112Weiss Asset Management LP$27.0M1
113Vanguard Investments Australia, Ltd.$26.9M1
114TD ASSET MANAGEMENT INC$26.9M1
115Universal- Beteiligungs- und Servicegesellschaft mbH$26.8M1
116Asset Management One Co., Ltd.$26.8M1
117TRB Advisors LP$26.5M1
118Zurcher Kantonalbank (Zurich Cantonalbank)$26.0M1
119TORONTO DOMINION BANK$25.7M1
120PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$24.9M1
121STIFEL FINANCIAL CORP$24.5M1
122Maestria Partners LLC$24.4M1
123Enstar Group LTD$24.3M1
124CIBC WORLD MARKET INC.$24.0M1
125RENAISSANCE TECHNOLOGIES LLC$23.8M1
126BNP Paribas Asset Management Holding S.A.$23.3M1
127Mitsubishi UFJ Trust & Banking Corp$23.2M1
128SOROS FUND MANAGEMENT LLC$22.6M1
129VICTORY CAPITAL MANAGEMENT INC$22.6M1
130UNITED CAPITAL FINANCIAL ADVISORS, LLC$22.3M1
131OCO Capital Partners, L.P.$21.7M1
132DANSKE BANK A/S$21.7M1
133BAMCO INC /NY/$21.6M1
134NOMURA ASSET MANAGEMENT CO LTD$21.4M1
135Quantinno Capital Management LP$21.4M1
136Capital International Sarl$21.2M1
137DnB Asset Management AS$21.1M1
138KLP KAPITALFORVALTNING AS$21.1M1
139Tredje AP-fonden$20.8M1
140Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD$20.5M1
141MOORE CAPITAL MANAGEMENT, LP$20.1M1
142Estuary Capital Management LP$20.1M1
143State of New Jersey Common Pension Fund D$19.9M1
144PFA Pension, Forsikringsaktieselskab$19.9M1
145OPPENHEIMER & CO INC$19.8M1
146ROYAL LONDON ASSET MANAGEMENT LTD$19.7M1
147Capricorn Fund Managers Ltd$19.6M1
148Mawer Investment Management Ltd.$19.5M1
149Quadrature Capital Ltd$19.5M1
150REGIONS FINANCIAL CORP$19.0M1
151IMC-Chicago, LLC$18.7M1
152TUDOR INVESTMENT CORP ET AL$18.5M1
153CREDIT AGRICOLE S A$18.3M1
154Lansforsakringar Fondforvaltning AB (publ)$18.2M1
155Caldwell Investment Management Ltd.$18.1M1
156PUBLIC SECTOR PENSION INVESTMENT BOARD$18.1M1
157SCHRODER INVESTMENT MANAGEMENT GROUP$17.9M1
158Walleye Trading LLC$17.5M1
159Resona Asset Management Co.,Ltd.$17.4M1
160Czech National Bank$17.3M1
161JACKSON HILL ADVISORS, LLC$17.1M1
162Walleye Capital LLC$17.0M1
163Clearbridge Investments, LLC$16.9M1
164LONE PINE CAPITAL LLC$16.6M1
165STEPHENS INC /AR/$16.5M1
166Brookstone Capital Management$16.3M1
167LYNWOOD PRICE CAPITAL MANAGEMENT LP$16.2M1
168IEQ CAPITAL, LLC$16.2M1
169Arizona State Retirement System$15.8M1
170SEB Asset Management AB$15.8M1
171Rafferty Asset Management, LLC$15.8M1
172CIBC Asset Management Inc$15.7M1
173MetLife Investment Management, LLC$15.5M1
174LEVIN CAPITAL STRATEGIES, L.P.$15.2M1
175BANK OF NOVA SCOTIA$15.2M1
176Alpine Global Management, LLC$15.0M1
177PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$14.9M1
178Spinecap SAS$14.8M1
179COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$14.8M1
180Badgley Phelps Wealth Managers, LLC$14.4M1
181SAPIENT CAPITAL LLC$14.3M1
182FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$14.0M1
183Creative Planning$13.8M1
184STOREBRAND ASSET MANAGEMENT AS$13.8M1
185HighTower Advisors, LLC$13.6M1
186Cetera Investment Advisers$13.6M1
187COMMERCE BANK$13.6M1
188CIBC Bancorp USA Inc.$13.5M1
189Retirement Systems of Alabama$13.5M1
190Jain Global LLC$13.4M1
191GoodHaven Capital Management, LLC$13.3M1
192Leonteq Securities AG$13.2M1
193Midwest Trust Co$13.1M1
194Cander Asset Management LP$13.1M1
195ProShare Advisors LLC$12.8M1
196CAPSTONE INVESTMENT ADVISORS, LLC$12.8M1
197Montaka Global Pty Ltd$12.3M1
198Sone Capital Management, LLC$12.3M1
199Mirae Asset Global Investments Co., Ltd.$12.3M1
200XPONANCE LLC$12.3M1
201Allianz Asset Management GmbH$12.2M1
202Kestra Advisory Services, LLC$12.1M1
203Varma Mutual Pension Insurance Co$11.9M1
204IFM Investors Pty Ltd$11.2M1
205WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$11.2M1
206CWM, LLC$11.2M1
207GREENWOOD GEARHART LLC$11.1M1
208Cornerstone Advisors, LLC$11.0M1
209Perennial Advisors, LLC$10.7M1
210USS Investment Management Ltd$10.7M1
211VOYA INVESTMENT MANAGEMENT LLC$10.7M1
212COMMONWEALTH EQUITY SERVICES, LLC$10.6M1
213Waverly Advisors, LLC$10.5M1
214Federation des caisses Desjardins du Quebec$10.4M1
215O'SHAUGHNESSY ASSET MANAGEMENT, LLC$10.4M1
216Daiwa Securities Group Inc.$10.3M1
217NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$10.3M1
218TEACHER RETIREMENT SYSTEM OF TEXAS$10.3M1
219CAPITAL INTERNATIONAL LTD /CA/$10.2M1
220Utah Retirement Systems$10.2M1
221OSAIC HOLDINGS, INC.$10.1M1
222Private Wealth Partners, LLC$10.1M1
223FIFTH THIRD BANCORP$10.1M1
224Greenhaven Road Investment Management, L.P.$9.9M1
225LOUNTZIS ASSET MANAGEMENT, LLC$9.7M1
226CAPITOLIS LIQUID GLOBAL MARKETS LLC$9.6M1
227NATIXIS$9.5M1
228NEW YORK LIFE INVESTMENT MANAGEMENT LLC$9.4M1
229SCOTIA CAPITAL INC.$9.3M1
230Triavera Capital LLC$9.2M1
231NEOS Investment Management LLC$9.2M1
232Chicago Partners Investment Group LLC$9.1M1
233PALISADE CAPITAL MANAGEMENT, LP$9.1M1
234Mirador Capital Partners LP$9.1M1
235Korea Investment CORP$9.0M1
236Rakuten Investment Management, Inc.$8.9M1
237Danica Pension, Livsforsikringsaktieselskab$8.9M1
238Lalia Capital, LLC$8.9M1
239TRUIST FINANCIAL CORP$8.9M1
240B & T Capital Management DBA Alpha Capital Management$8.6M1
241Texas Yale Capital Corp.$8.4M1
242SCOPIA CAPITAL MANAGEMENT LP$8.3M1
243EP Wealth Advisors, LLC$8.3M1
244Delta Global Management LP$8.1M1
245BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$8.0M1
246Triveni Capital Investments LP$7.9M1
247Lavaca Capital LLC$7.8M1
248Lighthouse Investment Partners, LLC$7.8M1
249MYCIO WEALTH PARTNERS, LLC$7.7M1
250Sumitomo Mitsui DS Asset Management Company, Ltd$7.5M1
251MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$7.5M1
252NISSAY ASSET MANAGEMENT CORP /JAPAN$7.4M1
253M&G Plc$7.3M1
254OREGON PUBLIC EMPLOYEES RETIREMENT FUND$7.3M1
255MACKENZIE FINANCIAL CORP$7.3M1
256HB Wealth Management, LLC$7.2M1
257Swedbank AB$7.1M1
258MERCER GLOBAL ADVISORS INC /ADV$7.0M1
259NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$7.0M1
260Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD$6.9M1
261Lido Advisors, LLC$6.9M1
262Eurizon Capital SGR S.p.A.$6.9M1
263B. Metzler seel. Sohn & Co. AG$6.8M1
264CITY OF LONDON INVESTMENT MANAGEMENT CO LTD$6.8M1
265MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$6.8M1
266Alberta Investment Management Corp$6.8M1
267PINNACLE ASSOCIATES LTD$6.6M1
268VOLORIDGE INVESTMENT MANAGEMENT, LLC$6.6M1
269&PARTNERS$6.5M1
270IFC Advisors LLC$6.4M1
271Cinctive Capital Management LP$6.4M1
272Orion Porfolio Solutions, LLC$6.3M1
273ASSETMARK, INC$6.3M1
274Pinnacle Financial Partners, Inc.$6.3M1
275TD Waterhouse Canada Inc.$6.2M1
276NISA INVESTMENT ADVISORS, LLC$6.2M1
277Janus Henderson Group Ltd.$6.2M1
278NewEdge Advisors, LLC$6.0M1
279OP Asset Management Ltd$5.9M1
280Sanctuary Advisors, LLC$5.8M1
281Sterling Investment Advisors, Ltd.$5.8M1
282YOUSIF CAPITAL MANAGEMENT, LLC$5.7M1
283NORDEA INVESTMENT MANAGEMENT AB$5.7M1
284Empowered Funds, LLC$5.7M1
285SIMPLEX TRADING, LLC$5.6M1
286COBALT CAPITAL MANAGEMENT, INC.$5.6M1
287Swiss Life Asset Management Ltd$5.5M1
288MACQUARIE GROUP LTD$5.5M1
289UniSuper Management Pty Ltd$5.4M1
290Brevan Howard Capital Management LP$5.4M1
291Triangle Securities Wealth Management$5.4M1
292Venture Visionary Partners LLC$5.4M1
293Andra AP-fonden$5.3M1
294Pathstone Holdings, LLC$5.2M1
295Cresset Asset Management, LLC$5.2M1
296US BANCORP \DE\$5.1M1
297Crescent Park Management, L.P.$5.0M1
298Privium Fund Management (UK) Ltd$5.0M1
299Candriam S.C.A.$4.8M1
300Summit Financial, LLC$4.8M1
301QRG CAPITAL MANAGEMENT, INC.$4.7M1
302Ally Financial Inc.$4.6M1
303Gotham Asset Management, LLC$4.6M1
304Avanza Fonder AB$4.5M1
305Investment Management Corp of Ontario$4.5M1
306Canal Capital Management, LLC$4.5M1
307Next Capital Management LLC$4.4M1
308MML INVESTORS SERVICES, LLC$4.4M1
309Integrated Advisors Network LLC$4.4M1
310Coastal Bridge Advisors, LLC$4.3M1
311EASTERN BANK$4.3M1
312Tidal Investments LLC$4.3M1
313Absolute Gestao de Investimentos Ltda.$4.3M1
314Steward Partners Investment Advisory, LLC$4.2M1
315ArrowMark Colorado Holdings LLC$4.2M1
316Waterfront Wealth Inc.$4.2M1
317STALEY CAPITAL ADVISERS INC$4.2M1
318Interval Partners, LP$4.1M1
319LOUISBOURG INVESTMENTS INC.$4.1M1
320Allspring Global Investments Holdings, LLC$4.1M1
321JAMISON PRIVATE WEALTH MANAGEMENT, INC.$4.0M1
322Capital Group Private Client Services, Inc.$4.0M1
323BECK MACK & OLIVER LLC$4.0M1
324Larson Financial Group LLC$4.0M1
325Norinchukin Bank, The$3.9M1
326INFRASTRUCTURE CAPITAL ADVISORS, LLC$3.9M1
327Robeco Institutional Asset Management B.V.$3.9M1
328HANCOCK WHITNEY CORP$3.9M1
329Parallax Volatility Advisers, L.P.$3.9M1
330MIZUHO SECURITIES USA LLC$3.8M1
331ABN AMRO INVESTMENT SOLUTIONS$3.8M1
332Osmosis Investment Management UK Ltd$3.8M1
333LAZARD ASSET MANAGEMENT LLC$3.7M1
334AXON CAPITAL LP$3.7M1
335HARTFORD INVESTMENT MANAGEMENT CO$3.6M1
336CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$3.6M1
337Samjo Management, LLC$3.5M1
338Castleview Partners, LLC$3.4M1
339Concurrent Investment Advisors, LLC$3.3M1
340Northside Capital Management, LLC$3.3M1
341Elo Mutual Pension Insurance Co$3.3M1
342INTECH INVESTMENT MANAGEMENT LLC$3.2M1
343EDMOND DE ROTHSCHILD HOLDING S.A.$3.2M1
344SIH Partners, LLLP$3.1M1
345Maryland State Retirement & Pension System$3.1M1
346EQUITABLE TRUST CO$3.1M1
347Merit Financial Group, LLC$3.1M1
348Vontobel Holding Ltd.$3.1M1
349Vanguard Personalized Indexing Management, LLC$3.1M1
350Davidson Kahn Capital Management, LLC$3.0M1
351CFM WEALTH PARTNERS LLC$3.0M1
352GC Wealth Management RIA, LLC$3.0M1
353AIA Group Ltd$2.9M1
354Meiji Yasuda Asset Management Co Ltd.$2.9M1
355ASR Vermogensbeheer N.V.$2.9M1
356Poehling Capital Management, INC.$2.9M1
357Proficio Capital Partners LLC$2.9M1
358IRIDIAN ASSET MANAGEMENT LLC/CT$2.9M1
359ING GROEP NV$2.9M1
360PRINCIPAL SECURITIES, INC.$2.9M1
361Crossmark Global Holdings, Inc.$2.9M1
362Bleakley Financial Group, LLC$2.9M1
363Mesirow Financial Investment Management, Inc.$2.8M1
364FIRST TRUST ADVISORS LP$2.8M1
365NOMURA HOLDINGS INC$2.7M1
366PenderFund Capital Management Ltd.$2.7M1
367BLAIR WILLIAM & CO/IL$2.7M1
368Grange Capital, LLC$2.7M1
369Wealthfront Advisers LLC$2.7M1
370Y-Intercept (Hong Kong) Ltd$2.6M1
371ALPS ADVISORS INC$2.6M1
372MUFG Securities EMEA plc$2.6M1
373BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2.6M1
374CONNABLE OFFICE INC$2.6M1
375TOKIO MARINE ASSET MANAGEMENT CO LTD$2.5M1
376DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$2.5M1
377Third View Private Wealth, LLC$2.5M1
378BOOTHBAY FUND MANAGEMENT, LLC$2.5M1
379World Investment Advisors$2.5M1
380Lingotto Investment Management LLP$2.5M1
381Generali Asset Management SPA SGR$2.5M1
382Select Equity Group, L.P.$2.5M1
383J.W. COLE ADVISORS, INC.$2.4M1
384AG2R LA MONDIALE GESTION D'ACTIFS$2.4M1
385Atria Investments, Inc$2.4M1
386Connor, Clark & Lunn Investment Management Ltd.$2.4M1
387Equitable Holdings, Inc.$2.4M1
388MAI Capital Management$2.4M1
389BASSWOOD CAPITAL MANAGEMENT, L.L.C.$2.4M1
390Clearstead Advisors, LLC$2.3M1
391JENNISON ASSOCIATES LLC$2.3M1
392BARR E S & CO$2.3M1
393FIRST INTERSTATE BANK$2.2M1
394Capital Group Investment Management Pte. Ltd.$2.2M1
395BENJAMIN EDWARDS INC$2.2M1
396M&T BANK CORP$2.2M1
397Metis Global Partners, LLC$2.2M1
398LANDSCAPE CAPITAL MANAGEMENT, L.L.C.$2.1M1
399Allen Investment Management, LLC$2.1M1
400Saudi Central Bank$2.1M1
401LEVEL FOUR ADVISORY SERVICES, LLC$2.1M1
402Focus Partners Advisor Solutions, LLC$2.1M1
403Beacon Pointe Advisors, LLC$2.1M1
404NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$2.0M1
405Compound Planning, Inc.$2.0M1
406SANDERS MORRIS HARRIS LLC$2.0M1
407Stonehage Fleming Financial Services Holdings Ltd$2.0M1
408MISSION WEALTH MANAGEMENT, LP$2.0M1
409Sequoia Financial Advisors, LLC$2.0M1
410Siemens Fonds Invest GmbH$1.9M1
411Summit Trail Advisors, LLC$1.9M1
412Dai-ichi Life Insurance Company, Ltd$1.9M1
413Checchi Capital Advisers, LLC$1.8M1
414North Dakota State Investment Board$1.8M1
415MONECO ADVISORS, LLC$1.8M1
416Banque Cantonale Vaudoise$1.8M1
417Southeast Asset Advisors, LLC$1.8M1
418Pinnacle Wealth Planning Services, Inc.$1.8M1
419MUFG SECURITIES AMERICAS INC.$1.8M1
420SECURIAN ASSET MANAGEMENT, INC$1.7M1
421RDA Financial Network$1.7M1
422Squarepoint Ops LLC$1.7M1
423HUB Investment Partners, LLC$1.7M1
424Morningstar Investment Management LLC$1.7M1
425RiverPark Advisors, LLC$1.6M1
426FRANKLIN STREET ADVISORS INC /NC$1.6M1
427Lombard Odier Asset Management (Switzerland) SA$1.6M1
428Wilmington Savings Fund Society, FSB$1.6M1
429Man Group plc$1.6M1
430Cordoba Advisory Partners LLC$1.6M1
431LB Partners LLC$1.6M1
432Cross Staff Investments Inc$1.6M1
433Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.$1.5M1
434CITIZENS & NORTHERN CORP$1.5M1
435FULTON BANK, N.A.$1.5M1
436Vise Technologies, Inc.$1.5M1
437GUARDIAN INVESTMENT MANAGEMENT$1.5M1
438Lansing Street Advisors$1.5M1
439HBK Sorce Advisory LLC$1.4M1
440Uniting Wealth Partners, LLC$1.4M1
441Allworth Financial LP$1.4M1
442Prospera Financial Services Inc$1.4M1
443NewEdge Wealth, LLC$1.4M1
444Essex Financial Services, Inc.$1.4M1
445STABLEFORD CAPITAL II LLC$1.4M1
446Zhang Financial LLC$1.4M1
447Yelin Lapidot Holdings Management Ltd.$1.4M1
448COOPER INVESTORS PTY LTD$1.3M1
449Darwin Wealth Management, LLC$1.3M1
450Avior Wealth Management, LLC$1.3M1
451TFR Capital, LLC.$1.3M1
452FEDERATED HERMES, INC.$1.3M1
453FINANCIAL MANAGEMENT NETWORK INC$1.3M1
454WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV$1.3M1
455GUGGENHEIM CAPITAL LLC$1.3M1
456Choate Investment Advisors$1.3M1
457CANANDAIGUA NATIONAL CORP$1.3M1
458United Bank$1.3M1
459CastleKnight Management LP$1.3M1
460DAVENPORT & Co LLC$1.3M1
461Sivia Capital Partners, LLC$1.3M1
462KEYBANK NATIONAL ASSOCIATION/OH$1.2M1
463EVERGREEN CAPITAL MANAGEMENT LLC$1.2M1
464Meiji Yasuda Life Insurance Co$1.2M1
465TEMA ETFS LLC$1.2M1
466CAISSE DES DEPOTS ET CONSIGNATIONS$1.2M1
467Cushing Capital Partners, LLC$1.2M1
468Aquatic Capital Management LLC$1.2M1
469Apollon Wealth Management, LLC$1.2M1
470Greenline Partners, LLC$1.2M1
471MYDA Advisors LLC$1.2M1
472NICOLET BANKSHARES INC$1.2M1
473Ascent Group, LLC$1.2M1
474Linscomb Wealth, Inc.$1.2M1
475VCI Wealth Management LLC$1.2M1
476Snowden Capital Advisors LLC$1.2M1
477AE Wealth Management LLC$1.1M1
478CHOREO, LLC$1.1M1
479Independent Advisor Alliance$1.1M1
480Cove Private Wealth, LLC$1.1M1
481Buckland Partners Management Co LLC$1.1M1
482Callan Family Office, LLC$1.1M1
483TOWNSQUARE CAPITAL LLC$1.1M1
484Byrne Asset Management LLC$1.1M1
485Northwest & Ethical Investments L.P.$1.1M1
486Winthrop Partners - WNY, LLC$1.1M1
487Portfolio Design Labs, LLC$1.1M1
488BRADLEY FOSTER & SARGENT INC/CT$1.0M1
489QVT Financial LP$1.0M1
490Chemistry Wealth Management LLC$1.0M1
491Clear Harbor Asset Management, LLC$1.0M1
492Westover Capital Advisors, LLC$1.0M1
493Segment Wealth Management, LLC$1.0M1
494DAYMARK WEALTH PARTNERS, LLC$1.0M1
495Wernau Asset Management Inc.$1.0M1
496Trueblood Wealth Management, LLC$1.0M1
497ELEMENT POINTE ADVISORS, LLC$999K1
498Avalon Trust Co$999K1
499Steadtrust LLC$999K1
500Private Advisor Group, LLC$997K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)2 buy / 3 sell
Congress net ($ bound)−$43.0K to $27.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on KKR

RETAINED WINDOW · ACTIVE HITS
Signal hits naming KKR
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for KKR · financials and macro

Financials — as filed PLANNED

KKR's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: KKR on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing