KKR & Co. Inc.
GB ˙ LSE ˙ US48251W1045
93,56 $ ↓ -1,37 (-1,44%)
2026-06-05
DEL PRIS
SecurityGB:0Z1W / KKR & Co. Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership8,473,653 shares
Latest Disclosed Value $ 783,813,265
Morgan Stanley reports 7.64% increase in ownership of 0Z1W / KKR & Co. Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 8,473,653 shares of KKR & Co. Inc. (GB:0Z1W) valued at $784,490,795 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 7,872,268 shares of KKR & Co. Inc.. This represents a change in shares of 7.64% during the quarter. The current value of the position is $792,794,975 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-15 2026-03-31 13F KKR COM 48251W104 8,473,653 601,385 7.64 783,813 -21.90 0.0472
2026-05-27 2025-12-31 13F/A-1 KKR COM 48251W104 7,872,268 81,614 1.05 1,003,557 -0.87 0.0599
2026-02-13 2025-12-31 13F KKR COM 48251W104 7,872,268 81,614 1,003,557 0.0599
2026-05-27 2025-09-30 13F/A-1 KKR COM 48251W104 7,790,654 1,004,762 14.81 1,012,396 12.15 0.0613
2025-11-14 2025-09-30 13F KKR COM 48251W104 7,790,654 1,004,762 1,012,396 0.0613
2025-08-15 2025-06-30 13F KKR COM 48251W104 6,785,892 622,796 10.11 902,728 26.70 0.0588
2025-05-15 2025-03-31 13F KKR COM 48251W104 6,163,096 315,662 5.40 712,516 -17.62 0.0509
2025-05-15 2024-12-31 13F/A-1 KKR COM 48251W104 5,847,434 533,515 10.04 864,894 24.64 0.0606
2025-02-14 2024-12-31 13F KKR COM 48251W104 5,847,434 533,515 864,894 0.0606
2025-05-14 2024-09-30 13F/A-2 KKR COM 48251W104 5,313,919 -593,317 -10.04 693,892 11.62 0.0503
2025-02-14 2024-09-30 13F/A-1 KKR COM 48251W104 5,313,919 -593,317 693,892 0.0503
2024-11-14 2024-09-30 13F KKR COM 48251W104 5,313,919 -593,317 693,892 0.0060
2025-05-14 2024-06-30 13F/A-2 KKR COM 48251W104 5,907,236 1,941,346 48.95 621,678 55.85 0.0481
2024-10-17 2024-06-30 13F/A-1 KKR COM 48251W104 5,907,236 1,941,346 621,678 0.0481
2024-08-14 2024-06-30 13F KKR COM 48251W104 5,907,236 1,941,346 621,678 0.0481
2024-10-17 2024-03-31 13F/A-2 KKR COM 48251W104 3,965,890 -15 -0.00 398,889 21.40 0.0320
2024-08-16 2024-03-31 13F/A-1 KKR COM 48251W104 3,965,890 -15 398,889 0.0037
2024-05-15 2024-03-31 13F KKR COM 48251W104 3,965,890 -15 398,889 0.0320
2024-08-16 2023-12-31 13F/A-1 KKR COM 48251W104 3,965,905 -74,760 -1.85 328,575 32.01 0.0290
2024-02-13 2023-12-31 13F KKR COM 48251W104 3,965,905 -74,760 328,575 0.0290
2023-11-15 2023-09-30 13F KKR COM 48251W104 4,040,665 -115,226 -2.77 248,905 6.95 0.0253
2023-08-14 2023-06-30 13F KKR COM 48251W104 4,155,891 169,334 4.25 232,730 11.16 0.0229
2023-05-15 2023-03-31 13F KKR COM 48251W104 3,986,557 -360,449 -8.29 209,374 3.76 0.0224
2023-02-14 2022-12-31 13F KKR COM 48251W104 4,347,006 516,843 13.49 201,788 22.52 0.0229
2022-11-14 2022-09-30 13F KKR COM 48251W104 3,830,163 30,420 0.80 164,696 -6.36 0.0224
2022-10-27 2022-06-30 13F/A-1 KKR COM 48251W104 3,799,743 407,743 12.02 175,890 -11.31 0.0228
2022-08-15 2022-06-30 13F KKR COM 48251W104 3,799,743 407,743 175,890 0.0046
2022-10-27 2022-03-31 13F/A-1 KKR COM 48251W104 3,392,000 71,391 2.15 198,330 -19.83 0.0267
2022-05-13 2022-03-31 13F KKR COM 48251W104 3,392,000 71,391 198,330 0.0267
2022-02-14 2021-12-31 13F KKR COM 48251W104 3,320,609 -431,451 -11.50 247,385 8.30 0.0305
2021-11-15 2021-09-30 13F KKR COM 48251W104 3,752,060 289,915 8.37 228,425 11.37 0.0308
2021-08-23 2021-06-30 13F/A-1 KKR COM 48251W104 3,462,145 -1,950,501 -36.04 205,100 -22.43 0.0271
2021-08-16 2021-06-30 13F KKR COM 48251W104 3,462,145 -1,950,501 205,100 0.0056
2021-05-17 2021-03-31 13F KKR COM 48251W104 5,412,646 903,560 20.04 264,408 44.82 0.0388
2021-02-16 2020-12-31 13F KKR COM 48251W104 4,509,086 2,306,814 104.75 182,574 141.42 0.0282
2020-11-13 2020-09-30 13F KKR COM 48251W104 2,202,272 -140,338 -5.99 75,626 4.54 0.0146
2020-08-14 2020-06-30 13F KKR COM 48251W104 2,342,610 120,450 5.42 72,340 38.71 0.0160
2020-05-26 2020-03-31 13F/A-1 KKR CL A 48251W104 2,222,160 -837,113 -27.36 52,153 -41.56 0.0142
2020-05-15 2020-03-31 13F KKR CL A 48251W104 2,222,160 -837,113 52,153 4,006.4376
2020-02-14 2019-12-31 13F KKR CL A 48251W104 3,059,273 52,076 1.73 89,240 10.52 0.0208
2019-11-14 2019-09-30 13F KKR CL A 48251W104 3,007,197 -317,233 -9.54 80,744 -3.89 0.0214
2019-08-14 2019-06-30 13F KKR CL A 48251W104 3,324,430 -73,216 -2.15 84,009 5.26 0.0224
2019-05-15 2019-03-31 13F KKR CL A 48251W104 3,397,646 -1,779,099 -34.37 79,811 -21.46 0.0226
2019-02-14 2018-12-31 13F KKR CL A 48251W104 5,176,745 2,377,032 84.90 101,620 33.10 0.0304
2019-04-23 2018-09-30 13F/A-2 KKR CL A 48251W104 2,799,713 -17,022,336 -85.88 76,348 -84.50 0.0191
2018-11-20 2018-09-30 13F/A-1 KKR CL A 48251W104 2,799,713 0 76,348 0.0191
2018-11-14 2018-09-30 13F KKR CL A 48251W104 2,799,713 76,348
2019-04-23 2018-06-30 13F/A-1 KKR & CO L P DEL COM UNITS 48248M102 19,822,049 -1,294,962 -6.13 492,577 14.91 0.1331
2018-08-14 2018-06-30 13F KKR & CO L P DEL COM UNITS 48248M102 19,822,049 -1,294,962 492,577
2019-04-23 2018-03-31 13F/A-1 KKR & CO L P DEL COM UNITS 48248M102 21,117,011 -4,265,368 -16.80 428,676 -19.81 0.1190
2018-05-14 2018-03-31 13F KKR & CO L P DEL COM UNITS 48248M102 21,117,011 -4,265,368 428,676
2019-04-23 2017-12-31 13F/A-1 KKR & CO L P DEL COM UNITS 48248M102 25,382,379 2,580,212 11.32 534,554 15.31 0.1463
2018-02-14 2017-12-31 13F KKR & CO L P DEL COM UNITS 48248M102 25,382,379 2,580,212 534,554
2017-11-14 2017-09-30 13F KKR & CO L P DEL COM UNITS 48248M102 22,802,167 -31,726,010 -58.18 463,568 -54.29 0.1389
2017-08-11 2017-06-30 13F KKR & CO L P DEL COM UNITS 48248M102 54,528,177 -1,223,666 -2.19 1,014,224 -0.21 0.3064
2017-05-22 2017-03-31 13F/A-1 KKR & CO L P DEL COM UNITS 48248M102 55,751,843 39,675,214 246.79 1,016,356 310.78 0.3124
2017-05-12 2017-03-31 13F KKR & CO L P DEL COM UNITS 48248M102 55,751,843 1,016,356
2017-02-22 2016-12-31 13F/A-1 KKR & CO L P DEL COM UNITS 48248M102 16,076,629 2,008,235 14.27 247,419 23.33 0.0810
2017-02-13 2016-12-31 13F KKR & CO L P DEL COM UNITS 48248M102 16,076,629 247,419
2016-11-10 2016-09-30 13F KKR & CO L P DEL COM UNITS 48248M102 14,068,394 2,523,505 21.86 200,614 40.82 0.0685
2016-08-12 2016-06-30 13F KKR & CO L P DEL COM UNITS 48248M102 11,544,889 285,555 2.54 142,464 -13.87 0.0515
2016-05-12 2016-03-31 13F KKR & CO L P DEL COM UNITS 48248M102 11,259,334 -13,164,318 -53.90 165,400 -56.56 0.0637
2016-02-09 2015-12-31 13F KKR & CO L P DEL COM UNITS 48248M102 24,423,652 -6,877,868 -21.97 380,763 -27.51 0.1378
2016-02-08 2015-09-30 13F/A-1 KKR & CO L P DEL COM UNITS 48248M102 31,301,520 2,713,205 9.49 525,240 -19.60 0.1941
2015-11-09 2015-09-30 13F KKR & CO L P DEL COM UNITS 48248M102 31,301,520 525,240
2015-08-12 2015-06-30 13F KKR & CO L P DEL COM UNITS 48248M102 28,588,315 3,231,802 12.75 653,243 12.94 0.2264
2015-05-14 2015-03-31 13F KKR & CO L P DEL COM UNITS 48248M102 25,356,513 -2,137,155 -7.77 578,383 -9.36 0.2130
2015-02-13 2014-12-31 13F KKR & CO L P DEL COM UNITS 48248M102 27,493,668 -3,792,158 -12.12 638,129 -8.53 0.2333
2014-12-16 2014-09-30 13F/A-1 KKR & CO L P DEL COM UNITS 48248M102 31,285,826 2,093,650 7.17 697,675 4.64 0.2683
2014-11-14 2014-09-30 13F KKR & CO L P DEL COM UNITS 48248M102 31,285,826 697,675
2014-05-13 2014-03-31 13F KKR & CO L P DEL COM UNITS 48248M102 29,192,176 4,325,595 17.40 666,748 10.16 0.2792
2014-02-13 2013-12-31 13F KKR & CO L P DEL COM UNITS 48248M102 24,866,581 3,372,664 15.69 605,253 36.83 0.2575
2013-11-13 2013-09-30 13F KKR & CO L P DEL COM 48248M102 21,493,917 1,252,131 6.19 442,344 11.15 0.2091
2013-08-08 2013-06-30 13F KKR & CO L P DEL COM 48248M102 20,241,786 20,241,786 397,954 0.2007
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.