Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Kkr & Co Inc (KKR)

1K + Investors. Track Smart Money conviction in KKR. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -9
Streak
2Q ▼
Buyers last Q
51%

Smart Money Signals — KKR

Based on 1283 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their KKR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
1,283 funds currently hold this stock — 93% of the 3.0-year high of 1,387 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding KKR is almost the same as a year ago (-35 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

658 buying627 selling
Last quarter: 658 funds bought or added vs 627 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-39 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 154 → 193 → 177 → 138. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 22% medium ■ 16% new
793 out of 1,283 hedge funds have held KKR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~138 new funds/quarter

173 → 154 → 193 → 177 → 138 new funds/Q
New funds entering each quarter: 154 → 193 → 177 → 138. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 63% veterans vs 20% newcomers

■ 63% veterans ■ 17% 1-2yr ■ 20% new
Entry-cohort mix of 1,349 holders: 849 (63%) are 2+ year veterans, 226 entered 1–2 years ago, and 274 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 68% AUM from top-100 funds

68% from top-100 AUM funds
72 of 1272 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in KKR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — KKR

In 2026 Q2, 658 hedge funds were net buyers of KKR (138 opened a new position, 520 added to an existing one), while 627 reduced or exited (480 trimmed, 147 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 68% of total institutional value in KKR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -9 funds (more exits than new entries). Total institutional holders: 1283.

Hedge Fund Ownership: KKR

How many hedge funds hold KKR — quarterly history vs. share price
Quarterly hedge fund ownership of KKR vs. share price

Market Analysis: KKR

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: KKR

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Kkr & Co Inc (KKR) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much KKR has moved relative to its sector benchmark (XLF) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 80d ago
KKR
+7.0%
XLF
+4.2%

KKR outperformed XLF by +2.8% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 35d ago
KKR
-13.9%
XLF
-3.9%

Since the filing became public, KKR outperformed XLF by -10.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Strong Institutional Conviction

Multiple high-quality funds hold meaningful positions with strong conviction.

45 top-rated funds 22 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
6.5
/ 10
conviction
Hedge Fund Positioning: KKR
1K + Investors

Track Smart Money conviction in KKR. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1263 1292 -2.24%
13F Shares 555M 558M -0.4%
Total Value $49.42B $50.55B -2.24%
New Positions 134 177 -43
Increased Positions 500 520 -20
Closed Positions 152 271 -119
Reduced Positions 463 445 +18
Total Calls 36 42 -14.29%
Total Puts 40 44 -9.09%
PUT/CALL Ratio 1.11 1.05 Neutral

Statistics: KKR

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
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Institutional Holders (2026 Q2)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in KKR. Verified SEC 13F-HR filings.

QUARTER:
Top 25 KKR holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hudson Way Capital Management LLC 13.82% 1,688,872 $155.0M
2 Caldwell Investment Management Ltd. 12.05% 200,000 $18.3M
3 TRB Advisors LP 11.28% 286,166 $26.3M
4 Enstar Group LTD 11.16% 263,129 $24.1M
5 Crescent Park Management, L.P. 10.86% 48,017 $4.4M
6 Akre Capital Management LLC 8.93% 4,981,486 $457.2M
7 Montaka Global Pty Ltd 7.86% 152,196 $14.0M
8 Jackson Hill Advisors, LLC 7.51% 161,500 $14.8M
9 Lynwood Price Capital Management LP 7.50% 169,125 $15.5M
10 Maestria Partners LLC 7.31% 229,170 $21.0M
11 Greenhaven Road Investment Management, L.P. 6.80% 114,051 $10.5M
12 Triveni Capital Investments LP 6.74% 61,554 $5.6M
13 ValueAct Holdings, L.P. 5.80% 3,558,200 $326.6M
14 Spinecap SAS 5.68% 207,250 $19.0M
15 Scopia Capital Management LP 5.31% 64,585 $5.9M
16 Triavera Capital LLC 4.99% 99,956 $9.2M
17 Lalia Capital, LLC 4.96% 111,095 $10.2M
18 Algebris (uk) Ltd 4.69% 777,883 $71.2M
19 Estuary Capital Management LP 4.29% 275,738 $25.3M
20 GoodHaven Capital Management, LLC 4.13% 143,103 $13.1M
21 Cander Asset Management LP 4.00% 235,651 $21.6M
22 Private Capital Management, LLC 3.83% 473,688 $43.5M
23 Cortland Associates Inc/Mo 3.64% 274,368 $25.2M
24 Lrz Capital LLC 3.54% 76,230 $7.0M
25 Capricorn Fund Managers Ltd 3.33% 460,100 $42.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Kkr & Co Inc (KKR)

What does the Smart Money Trend signal show for KKR?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their KKR positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for KKR?

Slight buying edge — 51% buying: Last quarter: 658 funds bought or added vs 627 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for KKR holders?

Elite ownership — 68% AUM from top-100 funds: 72 of 1272 holders are among the 100 largest funds by AUM, controlling 68% of total institutional value in KKR. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held KKR?

62% of holders stayed for 2+ years: 793 out of 1,283 hedge funds have held KKR for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Kkr & Co Inc (KKR) following the 2026 Q2 hedge fund 13F filings?

As of today, KKR has moved -13.9% since the 2026 Q2 13F filing date (August 14, 2026), compared to -3.9% for the XLF sector ETF — an outperformance of -10.0%. Since the quarter end (June 30, 2026), KKR has gained +7.0% vs +4.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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