KKR & Co. Inc.
GB ˙ LSE ˙ US48251W1045
94,93 $ ↑4,76 (5,27%)
2026-06-04
DEL PRIS
SecurityGB:0Z1W / KKR & Co. Inc.
InstitutionCreative Planning
Latest Disclosed Ownership149,655 shares
Latest Disclosed Value $ 13,843,031
Creative Planning reports 48.48% increase in ownership of 0Z1W / KKR & Co. Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 149,655 shares of KKR & Co. Inc. (GB:0Z1W) valued at $13,855,060 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 100,790 shares of KKR & Co. Inc.. This represents a change in shares of 48.48% during the quarter. The current value of the position is $14,206,749 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F KKR COM 48251W104 149,655 48,865 48.48 13,843 7.74 0.0092
2026-02-17 2025-12-31 13F KKR COM 48251W104 100,790 7,502 8.04 12,849 5.99 0.0092
2025-11-14 2025-09-30 13F KKR COM 48251W104 93,288 10,410 12.56 12,123 9.95 0.0093
2025-08-08 2025-06-30 13F KKR COM 48251W104 82,878 3,410 4.29 11,025 20.01 0.0094
2025-05-15 2025-03-31 13F KKR COM 48251W104 79,468 2,361 3.06 9,187 -19.44 0.0086
2025-02-14 2024-12-31 13F KKR COM 48251W104 77,107 7,980 11.54 11,405 26.35 0.0111
2024-10-11 2024-09-30 13F KKR COM 48251W104 69,127 8,964 14.90 9,027 42.57 0.0089
2024-08-15 2024-06-30 13F KKR COM 48251W104 60,163 7,505 14.25 6,332 19.54 0.0068
2024-05-13 2024-03-31 13F KKR COM 48251W104 52,658 11,347 27.47 5,296 54.76 0.0059
2024-02-14 2023-12-31 13F KKR COM 48251W104 41,311 5,392 15.01 3,423 54.70 0.0063
2023-11-16 2023-09-30 13F KKR COM 48251W104 35,919 4,033 12.65 2,213 23.92 0.0030
2023-07-21 2023-06-30 13F KKR COM 48251W104 31,886 4,954 18.39 1,786 26.24 0.0024
2023-05-15 2023-03-31 13F KKR COM 48251W104 26,932 -2,666 -9.01 1,414 2.99 0.0020
2023-02-10 2022-12-31 13F KKR COM 48251W104 29,598 -1,875 -5.96 1,374 1.48 0.0021
2022-11-03 2022-09-30 13F KKR COM 48251W104 31,473 1,005 3.30 1,353 -4.04 0.0023
2022-08-15 2022-06-30 13F KKR COM 48251W104 30,468 -6,549 -17.69 1,410 -34.84 0.0023
2022-05-16 2022-03-31 13F KKR COM 48251W104 37,017 4,333 13.26 2,164 -11.13 0.0034
2022-02-11 2021-12-31 13F KKR COM 48251W104 32,684 -2,221 -6.36 2,435 14.59 0.0039
2021-11-10 2021-09-30 13F KKR COM 48251W104 34,905 1,227 3.64 2,125 6.52 0.0038
2021-08-04 2021-06-30 13F KKR COM 48251W104 33,678 5,497 19.51 1,995 44.88 0.0035
2021-04-30 2021-03-31 13F CreativePlanning COM 48251W104 28,181 -10,422 -27.00 1,377 -11.90 0.0028
2021-01-29 2020-12-31 13F KKR COM 48251W104 38,603 -3,787 -8.93 1,563 7.35 0.0034
2020-11-05 2020-09-30 13F KKR COM 48251W104 42,390 1,022 2.47 1,456 14.02 0.0038
2020-07-23 2020-06-30 13F KKR COM 48251W104 41,368 1,301 3.25 1,277 35.85 0.0037
2020-05-05 2020-03-31 13F KKR CL A 48251W104 40,067 2,047 5.38 940 -15.24 0.0033
2020-01-30 2019-12-31 13F KKR CL A 48251W104 38,020 -2,529 -6.24 1,109 1.84 0.0033
2019-11-01 2019-09-30 13F KKR CL A 48251W104 40,549 -4,947 -10.87 1,089 -5.30 0.0035
2019-07-26 2019-06-30 13F KKR CL A 48251W104 45,496 -628 -1.36 1,150 6.19 0.0039
2019-04-24 2019-03-31 13F KKR CL A 48251W104 46,124 -649 -1.39 1,083 17.97 0.0039
2019-02-12 2018-12-31 13F/A-1 KKR CL A 48251W104 46,773 -6,718 -12.56 918 -37.08 0.0038
2019-02-01 2018-12-31 13F KKR CL A 48251W104 46,773 918
2018-10-25 2018-09-30 13F KKR CL A 48251W104 53,491 -11,979 -18.30 1,459 -10.33 0.0054
2018-07-20 2018-06-30 13F KKR & CO L P DEL COM UNITS 48248M102 65,470 -14 -0.02 1,627 22.42 0.0064
2018-04-18 2018-03-31 13F KKR & CO L P DEL COM UNITS 48248M102 65,484 10,995 20.18 1,329 15.77 0.0054
2018-01-17 2017-12-31 13F KKR & CO L P DEL COM UNITS 48248M102 54,489 -10,466 -16.11 1,148 -13.10 0.0049
2017-10-17 2017-09-30 13F KKR & CO L P DEL COM UNITS 48248M102 64,955 18,434 39.63 1,321 52.72 0.0061
2017-07-12 2017-06-30 13F KKR & CO L P DEL COM UNITS 48248M102 46,521 -64,621 -58.14 865 -57.31 0.0044
2017-04-07 2017-03-31 13F KKR & CO L P DEL COM UNITS 48248M102 111,142 -7,888 -6.63 2,026 10.59 0.0111
2017-01-09 2016-12-31 13F KKR & CO L P DEL COM UNITS 48248M102 119,030 62,812 111.73 1,832 128.43 0.0112
2016-10-12 2016-09-30 13F KKR & CO L P DEL COM UNITS 48248M102 56,218 4,921 9.59 802 26.70 0.0051
2016-07-12 2016-06-30 13F KKR & CO L P DEL COM UNITS 48248M102 51,297 -18,607 -26.62 633 -38.36 0.0046
2016-04-08 2016-03-31 13F KKR & CO L P DEL COM UNITS 48248M102 69,904 18,656 36.40 1,027 28.54 0.0080
2016-01-11 2015-12-31 13F KKR & CO L P DEL COM UNITS 48248M102 51,248 3,252 6.78 799 -0.75 0.0066
2015-10-09 2015-09-30 13F KKR & CO L P DEL COM UNITS 48248M102 47,996 16,263 51.25 805 11.03 0.0071
2015-07-09 2015-06-30 13F KKR & CO L P DEL COM UNITS 48248M102 31,733 -12,843 -28.81 725 -28.71 0.0066
2015-04-13 2015-03-31 13F KKR & CO L P DEL COM UNITS 48248M102 44,576 44,576 0.00 1,017 0.0096
2015-01-29 2014-12-31 13F KKR & CO L P DEL COM UNITS 48248M102 0 -52,676 -100.00 0 -100.00
2014-10-10 2014-09-30 13F KKR & CO L P DEL COM UNITS 48248M102 52,676 18,734 55.19 1,175 42.25 0.0136
2014-08-20 2014-06-30 13F KKR & CO L P DEL COM UNITS 48248M102 33,942 -218 -0.64 826 5.90 0.0107
2014-04-11 2014-03-31 13F KKR & CO L P DEL COM UNITS 48248M102 34,160 14,999 78.28 780 67.38 0.0117
2014-01-06 2013-12-31 13F KKR & CO L P DEL COM UNITS 48248M102 19,161 15,488 421.67 466 513.16 0.0080
2013-10-10 2013-09-30 13F KKR & CO L P DEL COM UNITS 48248M102 3,673 -484 -11.64 76 -7.32 0.0015
2013-07-09 2013-06-30 13F KKR & CO L P DEL COM UNITS 48248M102 4,157 4,157 82 0.0019
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.