Titelia

Fund shareholders of KKR & Co Inc

ISIN US48251W1045 · United States · LEI 54930013V5I303TF9571

Fund shareholders
775
Of which ETFs
196 579 other funds
Value held
21.7B $ 1.9B SEK · 66.2M €
Share of capital
26.0 % of 897.6M shares on Aug 5, 2026
FundSharesValueWeight in fundShare of capital
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 21,236,8242B $0.10 %2.37 %as of Mar 31, 2026 ↗
VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS 17,443,7481.6B $0.11 %1.94 %as of Mar 31, 2026 ↗
Growth Fund of America Growth Fund of America 11,698,2831B $0.31 %1.30 %as of Feb 28, 2026 ↗
MidCap Fund Principal Funds, Inc 10,401,4201.1B $4.31 %1.16 %as of Apr 30, 2026 ↗
Washington Mutual Investors Fund Washington Mutual Investors Fund 9,989,5231B $0.49 %1.11 %as of Apr 30, 2026 ↗
iShares Core S&P 500 ETF iShares Trust 8,827,851816.6M $0.11 %0.98 %as of Mar 31, 2026 ↗
Fidelity 500 Index Fund Fidelity Concord Street Trust 8,734,559765.8M $0.10 %0.97 %as of Feb 28, 2026 ↗
American Funds Fundamental Investors American Funds Fundamental Investors 7,604,746703.4M $0.46 %0.85 %as of Mar 31, 2026 ↗
MFS Value Fund MFS SERIES TRUST I 7,045,893617.8M $1.10 %0.78 %as of Feb 28, 2026 ↗
VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS 6,185,071572.1M $0.25 %0.69 %as of Mar 31, 2026 ↗
Akre Focus ETF Professionally Managed Portfolios 5,219,159544.6M $8.50 %0.58 %as of Apr 30, 2026 ↗
State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST 4,650,365430.2M $0.90 %0.52 %as of Mar 31, 2026 ↗
New Perspective Fund New Perspective Fund 3,889,888359.8M $0.24 %0.43 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 3,870,182358M $0.11 %0.43 %as of Mar 31, 2026 ↗
MFS Growth Fund MFS Series Trust II 3,807,147333.8M $0.83 %0.42 %as of Feb 28, 2026 ↗
AMCAP Fund AMCAP Fund 3,596,009315.3M $0.34 %0.40 %as of Feb 28, 2026 ↗
Investment Co of America Investment Co of America 2,968,229274.6M $0.17 %0.33 %as of Mar 31, 2026 ↗
Fundamental Large Cap Core Fund John Hancock Investment Trust 2,484,109259.2M $4.11 %0.28 %as of Apr 30, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 2,459,423215.6M $0.10 %0.27 %as of Feb 28, 2026 ↗
VANGUARD WINDSOR FUND VANGUARD WINDSOR FUNDS 2,420,132252.5M $1.04 %0.27 %as of Apr 30, 2026 ↗
New Economy Fund New Economy Fund 2,016,828176.8M $0.39 %0.22 %as of Feb 28, 2026 ↗
Fidelity Series Large Cap Stock Fund Fidelity Hastings Street Trust 1,990,951184.2M $0.74 %0.22 %as of Mar 31, 2026 ↗
Equity Income Fund Principal Funds, Inc 1,935,908202M $2.48 %0.22 %as of Apr 30, 2026 ↗
Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust 1,935,888202M $0.23 %0.22 %as of Apr 30, 2026 ↗
VANGUARD U.S. GROWTH FUND VANGUARD WORLD FUND 1,903,335166.9M $0.38 %0.21 %as of Feb 28, 2026 ↗
Blue Chip Fund Principal Funds, Inc 1,762,980154.6M $1.82 %0.20 %as of Feb 28, 2026 ↗
Growth Fund AMERICAN FUNDS INSURANCE SERIES 1,692,195156.5M $0.32 %0.19 %as of Mar 31, 2026 ↗
Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST 1,519,816158.6M $0.12 %0.17 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST 1,443,651133.5M $0.11 %0.16 %as of Mar 31, 2026 ↗
American Balanced Fund American Balanced Fund 1,431,414132.4M $0.05 %0.16 %as of Mar 31, 2026 ↗
Fidelity Balanced Fund Fidelity Puritan Trust 1,330,122116.6M $0.19 %0.15 %as of Feb 28, 2026 ↗
Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST 1,317,004115.5M $0.23 %0.15 %as of Feb 28, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 1,283,665112.6M $0.09 %0.14 %as of Feb 28, 2026 ↗
iShares Russell 1000 Value ETF iShares Trust 1,168,667108.1M $0.15 %0.13 %as of Mar 31, 2026 ↗
Brown Advisory Sustainable Growth Fund Brown Advisory Funds 1,147,856106.2M $2.42 %0.13 %as of Mar 31, 2026 ↗
Franklin Rising Dividends Fund Franklin Managed Trust 1,080,00099.9M $0.39 %0.12 %as of Mar 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 1,067,91393.6M $0.10 %0.12 %as of Feb 28, 2026 ↗
American Mutual Fund American Mutual Fund 1,055,438110.1M $0.10 %0.12 %as of Apr 30, 2026 ↗
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 1,042,07791.4M $0.66 %0.12 %as of Feb 28, 2026 ↗
Fidelity U.S. Equity Central Fund Fidelity Central Investment Portfolios LLC 1,037,60096M $0.47 %0.12 %as of Mar 31, 2026 ↗
Fidelity Series Stock Selector Large Cap Value Fund Fidelity Devonshire Trust 1,019,025106.3M $0.68 %0.11 %as of Apr 30, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 1,016,67189.1M $0.09 %0.11 %as of Feb 28, 2026 ↗
Fidelity Growth and Income Portfolio Fidelity Securities Fund 984,165102.7M $0.69 %0.11 %as of Apr 30, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 969,70089.7M $0.54 %0.11 %as of Mar 31, 2026 ↗
AP7 Aktiefond Sjunde AP-fonden 922,742813.1M SEK0.06 %0.10 %as of Mar 31, 2026 ↗
THE HARTFORD GROWTH OPPORTUNITIES FUND HARTFORD MUTUAL FUNDS II, INC 913,62995.3M $1.44 %0.10 %as of Apr 30, 2026 ↗
Capital Group Growth ETF Capital Group Growth ETF 909,22879.7M $0.40 %0.10 %as of Feb 28, 2026 ↗
Fundamental All Cap Core Trust John Hancock Variable Insurance Trust 903,16983.5M $3.64 %0.10 %as of Mar 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 861,19079.7M $0.10 %0.10 %as of Mar 31, 2026 ↗
Invesco Equity and Income Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 852,49174.7M $0.57 %0.09 %as of Feb 28, 2026 ↗
VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS 784,88872.6M $0.11 %0.09 %as of Mar 31, 2026 ↗
iShares S&P 500 Growth ETF iShares Trust 778,95172.1M $0.12 %0.09 %as of Mar 31, 2026 ↗
Putnam Sustainable Leaders Fund Putnam Sustainable Leaders Fund 761,70070.5M $1.18 %0.08 %as of Mar 31, 2026 ↗
Fidelity Large Cap Stock Fund Fidelity Concord Street Trust 707,92373.9M $0.73 %0.08 %as of Apr 30, 2026 ↗
Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST 705,72961.9M $0.10 %0.08 %as of Feb 28, 2026 ↗
iShares Russell 1000 Growth ETF iShares Trust 681,67763.1M $0.06 %0.08 %as of Mar 31, 2026 ↗
S&P 500 Index Master Portfolio Master Investment Portfolio 627,05458M $0.11 %0.07 %as of Mar 31, 2026 ↗
The Gabelli Small Cap Growth Fund Gabelli Equity Series Funds Inc 616,00057M $3.14 %0.07 %as of Mar 31, 2026 ↗
T. Rowe Price Dividend Growth Fund, Inc. T. ROWE PRICE DIVIDEND GROWTH FUND, INC. 598,00055.3M $0.24 %0.07 %as of Mar 31, 2026 ↗
Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios 576,47550.5M $5.11 %0.06 %as of Feb 28, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 575,35260M $0.10 %0.06 %as of Apr 30, 2026 ↗
Washington Mutual Investors Fund AMERICAN FUNDS INSURANCE SERIES 564,48152.2M $0.46 %0.06 %as of Mar 31, 2026 ↗
iShares S&P 500 Value ETF iShares Trust 545,18050.4M $0.11 %0.06 %as of Mar 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 544,97956.9M $0.06 %0.06 %as of Apr 30, 2026 ↗
Brown Advisory Flexible Equity ETF ADVISORS' INNER CIRCLE III 543,32650.3M $3.41 %0.06 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF SPDR SERIES TRUST 532,40249.2M $0.12 %0.06 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 528,12848.9M $0.04 %0.06 %as of Mar 31, 2026 ↗
Neuberger Long Short Fund NEUBERGER BERMAN ALTERNATIVE FUNDS 514,73353.7M $0.65 %0.06 %as of Apr 30, 2026 ↗
iShares Russell 1000 ETF iShares Trust 484,78544.8M $0.10 %0.05 %as of Mar 31, 2026 ↗
iShares Core Dividend Growth ETF iShares Trust 478,70649.9M $0.13 %0.05 %as of Apr 30, 2026 ↗
Fidelity Advisor Capital Development Fund Fidelity Destiny Portfolios 445,48541.2M $0.72 %0.05 %as of Mar 31, 2026 ↗
Invesco Growth and Income Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) 437,64138.4M $0.88 %0.05 %as of Feb 28, 2026 ↗
T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. 431,36439.9M $0.11 %0.05 %as of Mar 31, 2026 ↗
Carnegie Listed Private Equity Carnegie Fonder AB 413,428364.4M SEK5.67 %0.05 %as of Mar 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 405,24842.3M $0.10 %0.05 %as of Apr 30, 2026 ↗
Large Cap Index Master Portfolio Master Investment Portfolio 405,24537.5M $0.10 %0.05 %as of Mar 31, 2026 ↗
VANGUARD MEGA CAP VALUE INDEX FUND VANGUARD WORLD FUND 399,76435.1M $0.29 %0.04 %as of Feb 28, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 399,46335M $0.09 %0.04 %as of Feb 28, 2026 ↗
Fidelity Dividend Growth Fund Fidelity Securities Fund 393,80041.1M $0.36 %0.04 %as of Apr 30, 2026 ↗
CTIVP - Principal Large Cap Growth Fund Columbia Funds Variable Series Trust II 387,36935.8M $2.09 %0.04 %as of Mar 31, 2026 ↗
HARTFORD CORE EQUITY FUND HARTFORD MUTUAL FUNDS, INC 384,10940.1M $0.35 %0.04 %as of Apr 30, 2026 ↗
Growth Fund American Century Mutual Funds, Inc. 381,55239.8M $0.27 %0.04 %as of Apr 30, 2026 ↗
Fidelity Mega Cap Stock Fund Fidelity Hastings Street Trust 380,31435.2M $0.59 %0.04 %as of Mar 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 376,29934.8M $0.06 %0.04 %as of Mar 31, 2026 ↗
iShares U.S. Financials ETF iShares Trust 374,06939M $1.15 %0.04 %as of Apr 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF SPDR SERIES TRUST 371,16934.3M $0.11 %0.04 %as of Mar 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 356,46937.2M $0.10 %0.04 %as of Apr 30, 2026 ↗
American Funds Global Insight Fund American Funds Global Insight Fund 350,84136.6M $0.18 %0.04 %as of Apr 30, 2026 ↗
Transamerica WMC US Growth VP TRANSAMERICA SERIES TRUST 346,43032M $0.59 %0.04 %as of Mar 31, 2026 ↗
Brown Advisory Flexible Equity Fund Brown Advisory Funds 346,28832M $3.57 %0.04 %as of Mar 31, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 338,19131.3M $0.39 %0.04 %as of Mar 31, 2026 ↗
MFS Value Portfolio Brighthouse Funds Trust II 334,44330.9M $1.23 %0.04 %as of Mar 31, 2026 ↗
HARTFORD CAPITAL APPRECIATION HLS FUND HARTFORD SERIES FUND INC 331,43830.7M $0.90 %0.04 %as of Mar 31, 2026 ↗
SA Wellington Capital Appreciation Portfolio SUNAMERICA SERIES TRUST 328,66630.4M $1.41 %0.04 %as of Mar 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 323,15629.9M $0.10 %0.04 %as of Mar 31, 2026 ↗
College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund 321,33829.7M $0.12 %0.04 %as of Mar 31, 2026 ↗
iShares Core S&P U.S. Growth ETF iShares Trust 315,15429.2M $0.11 %0.04 %as of Mar 31, 2026 ↗
DWS Core Equity Fund DEUTSCHE DWS INVESTMENT TRUST 314,04229M $0.67 %0.03 %as of Mar 31, 2026 ↗
Brighthouse/Wellington Large Cap Research Portfolio Brighthouse Funds Trust I 305,04528.2M $1.23 %0.03 %as of Mar 31, 2026 ↗
VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS 299,81127.7M $0.11 %0.03 %as of Mar 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
VanEck Alternative Asset Manager ETF VanEck ETF Trust 10.43 %as of Mar 31, 2026 ↗
JNL/Morningstar PitchBook Listed Private Equity Index Fund JNL Series Trust 10.17 %as of Mar 31, 2026 ↗
Akre Focus ETF Professionally Managed Portfolios 8.50 %as of Apr 30, 2026 ↗
Allocator Global Macro Alfa Kraft Fonder AB 7.75 %as of Mar 31, 2026 ↗
Carnegie Listed Private Equity Carnegie Fonder AB 5.67 %as of Mar 31, 2026 ↗
Invesco Global Listed Private Equity ETF Invesco Exchange-Traded Fund Trust 5.21 %as of Apr 30, 2026 ↗
Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios 5.11 %as of Feb 28, 2026 ↗
Gabelli Financial Services Opportunities ETF Gabelli ETFs Trust 4.70 %as of Mar 31, 2026 ↗
Tema Alternative Asset Managers ETF Tema ETF Trust 4.67 %as of Feb 28, 2026 ↗
ALPS Global Opportunity Fund FINANCIAL INVESTORS TRUST 4.61 %as of Apr 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q2696-23231,172,454-10.2 %
2026Q1719-36257,431,640+2.6 %
2025Q4755+8251,003,386-0.0 %
2025Q3747-33251,081,591-1.6 %
2025Q2780+15255,084,774-4.2 %
2025Q1765-3266,231,599-1.7 %
2024Q4768+47270,748,948-3.1 %
2024Q3721+111279,415,976+11.5 %
2024Q2610+63250,612,984+2.1 %
2024Q1547+102245,359,052-0.2 %
2023Q4445245,895,210

Institutional managers

1,260 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.44,619,9324.1B $as of Mar 31, 2026
Capital International Investors35,134,0413.2B $as of Mar 31, 2026
STATE STREET CORP28,512,8502.6B $as of Mar 31, 2026
PRINCIPAL FINANCIAL GROUP INC19,507,7411.8B $as of Mar 31, 2026
FMR LLC18,325,9391.7B $as of Mar 31, 2026
WELLINGTON MANAGEMENT GROUP LLP17,903,1851.7B $as of Mar 31, 2026
Capital Research Global Investors16,779,0991.6B $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC15,406,1411.4B $as of Mar 31, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/14,350,0331.3B $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/10,601,675980.7M $as of Mar 31, 2026
Invesco Ltd.9,986,008923.7M $as of Mar 31, 2026
FIRST MANHATTAN CO. LLC.9,394,167869M $as of Mar 31, 2026
Capital World Investors8,591,438794.7M $as of Mar 31, 2026
MORGAN STANLEY8,473,653783.8M $as of Mar 31, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE8,105,578749.8M $as of Mar 31, 2026
AKRE CAPITAL MANAGEMENT LLC6,718,078621.4M $as of Mar 31, 2026
BROWN ADVISORY INC6,032,964558.1M $as of Mar 31, 2026
NORTHERN TRUST CORP5,949,141550.3M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC5,485,461507.4M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC4,991,997461.8M $as of Mar 31, 2026
Legal & General Group Plc4,947,482457.6M $as of Mar 31, 2026
FARALLON CAPITAL MANAGEMENT LLC4,671,800432.1M $as of Mar 31, 2026
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.4,343,729401.8M $as of Mar 31, 2026
PRICE T ROWE ASSOCIATES INC /MD/4,174,843386.2K $as of Mar 31, 2026
D. E. Shaw & Co., Inc.3,944,577364.9M $as of Mar 31, 2026

Declared shareholders of KKR & Co Inc

There are 2 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.

ShareholderDeclared stakeShares
Vanguard Capital Management 5.68 %50,647,147as of Mar 31, 2026 · SCHEDULE 13G
BlackRock, Inc. 4.96 %44,343,828as of Mar 31, 2026 · SCHEDULE 13G

Funds holding the debt of KKR & Co Inc

69 funds declare 69 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND136.8M $as of Feb 28, 2026
Oakmark Equity and Income Fund118.4M $as of Mar 31, 2026
Capital Income Builder110.7M $as of Apr 30, 2026
VANGUARD TOTAL BOND MARKET INDEX FUND19.9M $as of Mar 31, 2026
VANGUARD TOTAL BOND MARKET II INDEX FUND18.6M $as of Mar 31, 2026
Eaton Vance Total Return Bond Fund17.5M $as of Mar 31, 2026
VANGUARD INTERMEDIATE-TERM BOND INDEX FUND17.2M $as of Mar 31, 2026
iShares 5-10 Year Investment Grade Corporate Bond ETF16.3M $as of Feb 28, 2026
iShares iBoxx $ Investment Grade Corporate Bond ETF16.3M $as of Feb 28, 2026
Harbor Core Bond Fund16M $as of Apr 30, 2026
VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND15.1M $as of Apr 30, 2026
Schwab 5-10 Year Corporate Bond ETF14.1M $as of Mar 31, 2026
Optimum Fixed Income Fund14M $as of Mar 31, 2026
Calvert Bond Fund13.7M $as of Mar 31, 2026
Nomura Corporate Bond Fund13.6M $as of Apr 30, 2026
iShares Core U.S. Aggregate Bond ETF13M $as of Feb 28, 2026
Victory Core Plus Intermediate Bond Fund13M $as of Apr 30, 2026
American Funds Multi-Sector Income Fund12.9M $as of Mar 31, 2026
Nomura VIP Corporate Bond Series12.9M $as of Mar 31, 2026
Multi-Manager Total Return Bond Strategies Fund12.7M $as of Feb 28, 2026
Calvert Income Fund12.7M $as of Mar 31, 2026
Oakmark Bond Fund12.7M $as of Mar 31, 2026
VANGUARD CORE BOND FUND12.3M $as of Mar 31, 2026
SIIT INTERMEDIATE DURATION CREDIT FUND12.1M $as of Feb 28, 2026
Nomura Balanced Fund11.7M $as of Mar 31, 2026
Cite this page

Titelia. "Fund shareholders of KKR & Co Inc". https://titelia.com/en/stocks/kkr-co-inc-US48251W1045