KKR & Co. Inc.
GB ˙ LSE ˙ US48251W1045
93,56 $ ↓ -1,37 (-1,44%)
2026-06-05
DEL PRIS
SecurityGB:0Z1W / KKR & Co. Inc.
InstitutionVanguard Group Inc
Latest Disclosed Ownership56,245,699 shares
Ownership 6.33%
Vanguard Group Inc ownership in 0Z1W / KKR & Co. Inc.

2024-11-12 - Vanguard Group Inc has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 56,245,699 shares of KKR & Co. Inc. (GB:0Z1W). This represents 6.33 percent ownership of the company. In their previous filing dated 2024-11-04 , Vanguard Group Inc had reported owning 56,245,699 shares, indicating a decrease of 0.00 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2024-11-12 2024-11-12 13G/A 56,245,699 56,245,699 0.00 6.33 0.00
2024-11-04 2024-11-04 13G/A 38,946,748 56,245,699 44.42 6.33 40.04
2023-02-09 2023-02-09 13G/A 33,016,281 38,946,748 17.96 4.52 -19.86
2022-02-09 2022-02-09 13G/A 47,545,784 33,016,281 -30.56 5.64 -32.46
2021-02-10 2021-02-10 13G/A 47,846,307 47,545,784 -0.63 8.35 -3.91
2020-02-12 2020-02-12 13G/A 42,390,659 47,846,307 12.87 8.69 10.00
2019-02-11 2019-02-11 13G 42,390,659 7.90

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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)
2026-01-29 2025-12-31 13F KKR COM 48251W104 60,064,587 821,739 1.39 7,657,034 -0.54 0.1110
2025-11-07 2025-09-30 13F KKR COM 48251W104 59,242,848 585,893 1.00 7,698,608 -1.34 0.1152
2025-08-11 2025-06-30 13F KKR COM 48251W104 58,656,955 1,099,263 1.91 7,803,135 17.27 0.1263
2025-05-09 2025-03-31 13F KKR COM 48251W104 57,557,692 870,176 1.54 6,654,245 -20.64 0.1203
2025-02-11 2024-12-31 13F KKR COM 48251W104 56,687,516 441,817 0.79 8,384,650 14.16 0.1460
2024-11-13 2024-09-30 13F KKR COM 48251W104 56,245,699 848,554 1.53 7,344,563 25.98 0.1315
2024-08-13 2024-06-30 13F KKR COM 48251W104 55,397,145 13,634,111 32.65 5,829,996 38.79 0.1120
2024-05-10 2024-03-31 13F KKR COM 48251W104 41,763,034 92,995 0.22 4,200,526 21.67 0.0832
2024-03-11 2023-12-31 13F/A-1 KKR COM 48251W104 41,670,039 1,728,782 4.33 3,452,363 40.32 0.0754
2024-02-14 2023-12-31 13F KKR COM 48251W104 41,670,039 1,728,782 3,452,363 0.0756
2023-12-18 2023-09-30 13F/A-1 KKR COM 48251W104 39,941,257 475,118 1.20 2,460,381 11.32 0.0604
2023-11-14 2023-09-30 13F KKR COM 48251W104 39,941,257 475,118 2,460,381 0.0604
2023-08-14 2023-06-30 13F KKR COM 48251W104 39,466,139 40,918 0.10 2,210,104 6.74 0.0524
2023-07-14 2023-03-31 13F/A-1 KKR COM 48251W104 39,425,221 478,473 1.23 2,070,613 14.53 0.0527
2023-05-15 2023-03-31 13F KKR COM 48251W104 39,425,221 478,473 2,070,613 0.0527
2023-02-10 2022-12-31 13F KKR COM 48251W104 38,946,748 176,056 0.45 1,807,908 8.44 0.0492
2022-11-14 2022-09-30 13F KKR COM 48251W104 38,770,692 3,309,267 9.33 1,667,140 1.56 0.0490
2022-08-12 2022-06-30 13F KKR COM 48251W104 35,461,425 1,820,595 5.41 1,641,508 -16.55 0.0461
2022-05-13 2022-03-31 13F KKR COM 48251W104 33,640,830 624,549 1.89 1,966,980 -20.03 0.0465
2022-02-14 2021-12-31 13F KKR COM 48251W104 33,016,281 160,260 0.49 2,459,713 22.97 0.0558
2021-11-12 2021-09-30 13F KKR COM 48251W104 32,856,021 -8,425,529 -20.41 2,000,275 -18.21 0.0497
2021-08-13 2021-06-30 13F KKR COM 48251W104 41,281,550 -7,603,658 -15.55 2,445,520 2.41 0.0609
2021-05-14 2021-03-31 13F KKR COM 48251W104 48,885,208 1,339,424 2.82 2,388,043 24.05 0.0646
2021-02-12 2020-12-31 13F KKR COM 48251W104 47,545,784 704,623 1.50 1,925,129 19.68 0.0558
2020-11-16 2020-09-30 13F KKR COM 48251W104 46,841,161 -1,735,535 -3.57 1,608,526 7.23 0.0532
2020-08-14 2020-06-30 13F KKR COM 48251W104 48,576,696 -379,386 -0.77 1,500,048 30.55 0.0532
2020-05-15 2020-03-31 13F KKR CL A 48251W104 48,956,082 1,109,775 2.32 1,149,000 -17.67 0.0490
2020-02-14 2019-12-31 13F KKR CL A 48251W104 47,846,307 773,883 1.64 1,395,677 10.43 0.0476
2019-11-14 2019-09-30 13F KKR CL A 48251W104 47,072,424 1,401,654 3.07 1,263,894 9.51 0.0469
2019-08-14 2019-06-30 13F KKR CL A 48251W104 45,670,770 1,895,309 4.33 1,154,100 12.24 0.0434
2019-05-15 2019-03-31 13F KKR CL A 48251W104 43,775,461 1,384,802 3.27 1,028,286 23.57 0.0403
2019-02-14 2018-12-31 13F KKR CL A 48251W104 42,390,659 4,716,302 12.52 832,129 -19.00 0.0374
2018-12-13 2018-09-30 13F/A-2 KKR CL A 48251W104 37,674,357 37,674,357 1,027,380 0.0401
2018-11-23 2018-09-30 13F/A-1 KKR CL A 48251W104 37,674,357 0 1,027,380 0.0401
2018-11-14 2018-09-30 13F KKR CL A 48251W104 37,674,357 1,027,380 0.0401
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.