KKRPRD — KKR & CO INC
Reported value held$885.71M
Funds holding (latest)21
Sector—
Funds holding (Q2 2026)15
Institutional value$823.03M · 20.81M sh
New / Add / Cut / Exit1 / 6 / 5 / 0
Top-5 / Top-10 concentration90.8% / 99.6%
Institutional holdings change
Accumulating +10.0%
(+1.90M sh)
Institutional value change
Up +9.1%
As of Q2 2026, 15 SEC-registered investment managers reported holding KKRPRD (KKR & CO INC) in their latest 13F filings, with a combined reported value of $823.03M across 20.81M shares. That is +10.0% by share count (+1.90M shares) versus the previous quarter, while reported value moved +9.1%. Ownership is concentrated: the five largest holders account for 90.8% of reported value and the top ten for 99.6%.
Compared with the prior quarter, 1 opened new positions, 6 added to existing stakes, 5 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 15 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Franklin Resources history | 5.62M | $223.77M | 0.05% | Add |
| Capital World Investors history | 5.21M | $207.51M | 0.03% | Hold |
| Capital Research Global Investors history | 3.57M | $142.19M | 0.02% | Hold |
| BlackRock Inc history | 3.22M | $128.27M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 1.16M | $45.81M | 0.00% | Reduce |
| Manulife Financial history | 996.75K | $39.74M | 0.03% | Add |
| Wellington Management Group history | 359.20K | $14.06M | 0.00% | Reduce |
| Bank of America Corp history | 233.93K | $9.32M | 0.00% | Add |
| Invesco Ltd history | 157.44K | $6.27M | 0.00% | Add |
| Goldman Sachs Group history | 80.11K | $3.19M | 0.00% | Add |
| Morgan Stanley history | 45.34K | $1.81M | 0.00% | Reduce |
| Wells Fargo & Co history | 14.20K | $565.99K | 0.00% | Reduce |
| Citigroup Inc history | 8.25K | $328.84K | 0.00% | New |
| UBS Group AG history | 4.70K | $187.25K | 0.00% | Add |
| Lazard Asset Management history | 144.19K | $1.15K | 0.00% | Hold |
Q1 2026 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Capital World Investors history | 5.21M | $209.43M | 0.03% | Hold |
| BlackRock Inc history | 3.58M | $143.88M | 0.00% | Reduce |
| Capital Research Global Investors history | 3.57M | $143.51M | 0.02% | New |
| Franklin Resources history | 3.54M | $142.32M | 0.04% | Add |
| Fidelity Management & Research (FMR) history | 1.19M | $47.90M | 0.00% | Reduce |
| Manulife Financial history | 803.75K | $32.44M | 0.03% | Add |
| Wellington Management Group history | 492.08K | $19.51M | 0.00% | Add |
| Bank of America Corp history | 144.83K | $5.83M | 0.00% | Reduce |
| Invesco Ltd history | 110.88K | $4.46M | 0.00% | Reduce |
| Morgan Stanley history | 56.41K | $2.27M | 0.00% | Add |
| Goldman Sachs Group history | 55.83K | $2.25M | 0.00% | New |
| Wells Fargo & Co history | 15.35K | $617.38K | 0.00% | Add |
| UBS Group AG history | 1.53K | $61.70K | 0.00% | Reduce |
| Lazard Asset Management history | 144.19K | $1.16K | 0.00% | Hold |
Q4 2025 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Capital World Investors history | 5.21M | $269.94M | 0.04% | Hold |
| BlackRock Inc history | 3.95M | $205.01M | 0.00% | Reduce |
| Franklin Resources history | 1.43M | $74.27M | 0.02% | Hold |
| Fidelity Management & Research (FMR) history | 1.27M | $65.79M | 0.00% | Hold |
| Wellington Management Group history | 476.29K | $24.43M | 0.00% | Add |
| Invesco Ltd history | 204.90K | $10.62M | 0.00% | Add |
| Bank of America Corp history | 160.19K | $8.30M | 0.00% | Reduce |
| Manulife Financial history | 137.07K | $7.12M | 0.01% | Hold |
| UBS Group AG history | 112.55K | $5.83M | 0.00% | New |
| Janus Henderson Group history | 53.30K | $2.73M | 0.00% | Hold |
| Morgan Stanley history | 39.50K | $2.05M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 25.42K | $1.32M | 0.00% | Reduce |
| Wells Fargo & Co history | 14.63K | $758.26K | 0.00% | Reduce |
| Lazard Asset Management history | 144.19K | $1.50K | 0.00% | Add |
Q3 2025 — 17 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Capital World Investors history | 5.21M | $272.60M | 0.04% | Hold |
| BlackRock Inc history | 4.14M | $216.71M | 0.00% | New |
| Franklin Resources history | 1.43M | $74.63M | 0.02% | Add |
| Fidelity Management & Research (FMR) history | 1.27M | $66.11M | 0.00% | Reduce |
| D. E. Shaw & Co history | 704.00K | $36.74M | 0.02% | Reduce |
| Bank of America Corp history | 375.09K | $19.64M | 0.00% | Reduce |
| Morgan Stanley history | 227.60K | $11.91M | 0.00% | Add |
| Wells Fargo & Co history | 179.18K | $9.38M | 0.00% | Reduce |
| Invesco Ltd history | 153.22K | $8.02M | 0.00% | Add |
| Manulife Financial history | 137.07K | $7.18M | 0.01% | Reduce |
| Two Sigma Investments history | 104.46K | $5.47M | 0.01% | Reduce |
| Wellington Management Group history | 66.99K | $3.46M | 0.00% | Reduce |
| Janus Henderson Group history | 53.30K | $2.80M | 0.00% | Hold |
| Citigroup Inc history | 46.95K | $2.46M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 44.98K | $2.35M | 0.00% | Add |
| Goldman Sachs Group history | 8.36K | $437.65K | 0.00% | Reduce |
| Lazard Asset Management history | 2.30K | $24 | 0.00% | Hold |
Q2 2025 — 22 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Capital World Investors history | 5.21M | $279.11M | 0.04% | Add |
| Fidelity Management & Research (FMR) history | 1.33M | $71.20M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 1.33M | $71.20M | 0.00% | Add |
| Franklin Resources history | 1.30M | $69.42M | 0.02% | Hold |
| D. E. Shaw & Co history | 1.15M | $61.82M | 0.05% | Reduce |
| Wells Fargo & Co history | 390.05K | $20.91M | 0.00% | Add |
| Bank of America Corp history | 378.03K | $20.26M | 0.00% | Add |
| Morgan Stanley history | 192.24K | $10.30M | 0.00% | Reduce |
| Morgan Stanley history | 192.24K | $10.30M | 0.00% | Reduce |
| Two Sigma Investments history | 150.73K | $8.08M | 0.01% | Reduce |
| Two Sigma Investments history | 150.73K | $8.08M | 0.01% | Reduce |
| Manulife Financial history | 138.32K | $7.45M | 0.01% | Reduce |
| Invesco Ltd history | 130.00K | $6.97M | 0.00% | Add |
| UBS Group AG history | 124.20K | $6.66M | 0.00% | Reduce |
| Wellington Management Group history | 91.83K | $4.88M | 0.00% | Add |
| Janus Henderson Group history | 53.30K | $2.86M | 0.00% | Reduce |
| Citigroup Inc history | 51.00K | $2.73M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 27.00K | $1.45M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 27.00K | $1.45M | 0.00% | Reduce |
| Goldman Sachs Group history | 24.40K | $1.31M | 0.00% | Reduce |
| Goldman Sachs Group history | 24.40K | $1.31M | 0.00% | Reduce |
| Lazard Asset Management history | 2.30K | $123 | 0.00% | Hold |
Q1 2025 — 27 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Capital World Investors history | 5.00M | $247.00M | 0.04% | New |
| BlackRock Inc history | 4.30M | $212.26M | 0.01% | New |
| BlackRock Inc history | 4.30M | $212.26M | 0.01% | New |
| D. E. Shaw & Co history | 1.80M | $88.17M | 0.09% | New |
| Franklin Resources history | 1.29M | $63.97M | 0.02% | New |
| Fidelity Management & Research (FMR) history | 1.23M | $60.18M | 0.00% | New |
| Fidelity Management & Research (FMR) history | 1.23M | $60.18M | 0.00% | New |
| Two Sigma Investments history | 1.03M | $50.91M | 0.12% | New |
| Two Sigma Investments history | 1.03M | $50.91M | 0.12% | New |
| Manulife Financial history | 672.50K | $33.04M | 0.03% | New |
| Morgan Stanley history | 536.15K | $26.49M | 0.00% | New |
| Morgan Stanley history | 536.15K | $26.49M | 0.00% | New |
| Goldman Sachs Group history | 278.34K | $13.75M | 0.00% | New |
| Goldman Sachs Group history | 278.34K | $13.75M | 0.00% | New |
| UBS Group AG history | 243.50K | $12.03M | 0.00% | New |
| Citadel Advisors history | 200.55K | $9.82M | 0.00% | New |
| Citadel Advisors history | 200.55K | $9.82M | 0.00% | New |
| Citigroup Inc history | 157.16K | $7.76M | 0.00% | New |
| Wells Fargo & Co history | 142.34K | $7.03M | 0.00% | New |
| Millennium Management history | 135.00K | $6.61M | 0.00% | New |
| Bank of America Corp history | 129.59K | $6.40M | 0.00% | New |
| JPMorgan Chase & Co history | 113.06K | $5.58M | 0.00% | New |
| JPMorgan Chase & Co history | 113.06K | $5.58M | 0.00% | New |
| Invesco Ltd history | 100.00K | $4.94M | 0.00% | New |
| Janus Henderson Group history | 90.00K | $4.39M | 0.00% | New |
| Wellington Management Group history | 36.61K | $1.78M | 0.00% | New |
| Lazard Asset Management history | 2.30K | $113 | 0.00% | New |
New Positions (Q2 2026)
- Citigroup Inc 8.25K sh · $328.84K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 |
|---|---|---|---|---|---|---|
| Franklin Resources | 5.62M | 3.54M | 1.43M | 1.43M | 1.30M | 1.29M |
| Capital World Investors | 5.21M | 5.21M | 5.21M | 5.21M | 5.21M | 5.00M |
| Capital Research Global Investors | 3.57M | 3.57M | — | — | — | — |
| BlackRock Inc | 3.22M | 3.58M | 3.95M | 4.14M | — | 4.30M |
| Fidelity Management & Research (FMR) | 1.16M | 1.19M | 1.27M | 1.27M | 1.33M | 1.23M |
| Manulife Financial | 996.75K | 803.75K | 137.07K | 137.07K | 138.32K | 672.50K |
| Wellington Management Group | 359.20K | 492.08K | 476.29K | 66.99K | 91.83K | 36.61K |
| Bank of America Corp | 233.93K | 144.83K | 160.19K | 375.09K | 378.03K | 129.59K |
| Invesco Ltd | 157.44K | 110.88K | 204.90K | 153.22K | 130.00K | 100.00K |
| Goldman Sachs Group | 80.11K | 55.83K | — | 8.36K | 24.40K | 278.34K |
| Morgan Stanley | 45.34K | 56.41K | 39.50K | 227.60K | 192.24K | 536.15K |
| Wells Fargo & Co | 14.20K | 15.35K | 14.63K | 179.18K | 390.05K | 142.34K |
| Citigroup Inc | 8.25K | — | — | 46.95K | 51.00K | 157.16K |
| UBS Group AG | 4.70K | 1.53K | 112.55K | — | 124.20K | 243.50K |
| Lazard Asset Management | 144.19K | 144.19K | 144.19K | 2.30K | 2.30K | 2.30K |
| Citadel Advisors | — | — | — | — | — | 200.55K |
| JPMorgan Chase & Co | — | — | 25.42K | 44.98K | 27.00K | 113.06K |
| Two Sigma Investments | — | — | — | 104.46K | 150.73K | 1.03M |
| D. E. Shaw & Co | — | — | — | 704.00K | 1.15M | 1.80M |
| Janus Henderson Group | — | — | 53.30K | 53.30K | 53.30K | 90.00K |