KKR & Co. Inc.
US ˙ NYSE ˙ US48251W1045

SecurityKKR / KKR & Co. Inc.
InstitutionCwm, Llc
Latest Disclosed Ownership121,243 shares
Latest Disclosed Value $ 11,214,940
Cwm, Llc reports 750.17% increase in ownership of KKR / KKR & Co. Inc.

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 121,243 shares of KKR & Co. Inc. (US:KKR) valued at $11,214,978 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 14,261 shares of KKR & Co. Inc.. This represents a change in shares of 750.17% during the quarter. The current value of the position is $10,976,129 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)
2026-05-14 2026-03-31 13F KKR COM 48251W104 121,243 106,982 750.17 11,215 1,121,300.00 0.0292
2026-01-26 2025-12-31 13F KKR COM 48251W104 14,261 4,132 40.79 2 0.00 0.0049
2025-10-15 2025-09-30 13F KKR COM 48251W104 10,129 431 4.44 1 0.00 0.0040
2025-07-25 2025-06-30 13F KKR COM 48251W104 9,698 711 7.91 1 0.00 0.0045
2025-05-01 2025-03-31 13F KKR COM 48251W104 8,987 398 4.63 1 0.00 0.0041
2025-02-04 2024-12-31 13F KKR COM 48251W104 8,589 744 9.48 1 0.00 0.0053
2024-10-08 2024-09-30 13F KKR COM 48251W104 7,845 -570 -6.77 1 0.0044
2024-07-10 2024-06-30 13F KKR COM 48251W104 8,415 631 8.11 1 0.0042
2024-04-05 2024-03-31 13F KKR COM 48251W104 7,784 570 7.90 1 0.0038
2024-02-01 2023-12-31 13F KKR COM 48251W104 7,214 -365 -4.82 1 0.0032
2023-10-11 2023-09-30 13F KKR COM 48251W104 7,579 62 0.82 0 0.0029
2023-08-03 2023-06-30 13F KKR COM 48251W104 7,517 546 7.83 0 0.0026
2023-05-01 2023-03-31 13F KKR COM 48251W104 6,971 194 2.86 0 0.0025
2023-02-01 2022-12-31 13F KKR COM 48251W104 6,777 -961 -12.42 0 -100.00 0.0023
2022-10-27 2022-09-30 13F KKR COM 48251W104 7,738 1,355 21.23 333 12.88 0.0026
2022-07-28 2022-06-30 13F KKR COM 48251W104 6,383 3,204 100.79 295 58.60 0.0023
2022-04-21 2022-03-31 13F KKR COM 48251W104 3,179 385 13.78 186 -10.58 0.0013
2022-01-31 2021-12-31 13F KKR COM 48251W104 2,794 142 5.35 208 32.48 0.0015
2021-09-15 2021-06-30 13F/A-1 KKR COM 48251W104 2,652 0 0.00 157 0.00 0.0013
2021-07-29 2021-06-30 13F KKR COM 48251W104 2,652 0 157 0.0013
2021-09-15 2021-03-31 13F/A-1 KKR COM 48251W104 2,652 0 0.00 157 0.00 0.0013
2021-04-27 2021-03-31 13F KKR COM 48251W104 2,782 130 136 0.0012
2021-09-15 2020-12-31 13F/A-1 KKR COM 48251W104 2,652 0 0.00 157 0.00 0.0013
2021-01-27 2020-12-31 13F KKR COM 48251W104 2,942 290 119 0.0011
2021-09-15 2020-09-30 13F/A-1 KKR COM 48251W104 2,652 0 0.00 157 0.00 0.0013
2020-10-19 2020-09-30 13F KKR COM 48251W104 2,942 290 101 0.0011
2021-09-15 2020-06-30 13F/A-1 KKR COM 48251W104 2,652 0 0.00 157 0.00 0.0013
2020-07-22 2020-06-30 13F KKR COM 48251W104 1,809 -843 56 0.0007
2021-09-15 2020-03-31 13F/A-1 KKR COM 48251W104 2,652 0 0.00 157 0.00 0.0013
2020-04-28 2020-03-31 13F KKR CL A 48251W104 1,055 -1,597 25 0.0004
2021-09-14 2019-12-31 13F/A-1 KKR COM 48251W104 2,652 0 0.00 157 0.00 0.0013
2020-01-27 2019-12-31 13F KKR CL A 48251W104 2,014 -638 59 0.0008
2021-09-14 2019-09-30 13F/A-1 KKR COM 48251W104 2,652 0 0.00 157 0.00 0.0013
2019-10-22 2019-09-30 13F KKR CL A 48251W104 705 -1,947 19 0.0003
2021-09-14 2019-06-30 13F/A-1 KKR COM 48251W104 2,652 0 0.00 157 0.00 0.0013
2019-07-31 2019-06-30 13F KKR CL A 48251W104 705 -1,947 18 0.0003
2021-09-02 2019-03-31 13F/A-1 KKR COM 48251W104 2,652 2,103 383.06 157 1,327.27 0.0013
2019-04-22 2019-03-31 13F KKR CL A 48251W104 205 -344 5 0.0001
2019-01-25 2018-12-31 13F KKR CL A 48251W104 549 549 11 0.0003
2016-10-17 2016-09-30 13F KKR & CO L P DEL COM UNITS 48248M102 0 -841 -100.00 0 -100.00
2016-07-21 2016-06-30 13F KKR & CO L P DEL COM UNITS 48248M102 841 841 10 0.0007
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.