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
↓ -7
Streak
2Q ▼
Buyers last Q
51%

Smart Money Signals — KKR

Based on 1285 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
1,285 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 (-33 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 51% buying

659 buying627 selling
Last quarter: 659 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 (-38 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 154 → 193 → 177 → 139. 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
794 out of 1,285 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 — ~139 new funds/quarter

173 → 154 → 193 → 177 → 139 new funds/Q
New funds entering each quarter: 154 → 193 → 177 → 139. 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 1,351 holders: 850 (63%) are 2+ year veterans, 226 entered 1–2 years ago, and 275 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 67% AUM from top-100 funds

67% from top-100 AUM funds
72 of 1274 holders are among the 100 largest funds by AUM, controlling 67% 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, 659 hedge funds were net buyers of KKR (139 opened a new position, 520 added to an existing one), while 627 reduced or exited (481 trimmed, 146 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net selling has persisted for two consecutive quarters. 67% of total institutional value in KKR is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 1285.

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

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

Loading signal freshness…
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
2026 Q3 Stats Unlock in 17 days 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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Financial Highlights

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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

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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: 659 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 — 67% AUM from top-100 funds: 72 of 1274 holders are among the 100 largest funds by AUM, controlling 67% 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: 794 out of 1,285 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.

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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