KKR & Co. Inc.
US ˙ NYSE ˙ US48251W1045

SecurityKKR / KKR & Co. Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership41,368 shares
Latest Disclosed Value $ 3,826,540
IFP Advisors, Inc reports 4.64% increase in ownership of KKR / KKR & Co. Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 41,368 shares of KKR & Co. Inc. (US:KKR) valued at $3,826,540 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 39,532 shares of KKR & Co. Inc.. This represents a change in shares of 4.64% during the quarter. The current value of the position is $3,745,045 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)
2026-04-13 2026-03-31 13F KKR cs 48251W104 41,368 1,836 4.64 3,827 -24.07 0.0793
2026-02-06 2025-12-31 13F KKR cs 48251W104 39,532 -2,209 -5.29 5,040 -7.10 0.1131
2026-02-06 2025-09-30 13F/A-1 KKR cs 48251W104 41,741 1,062 2.61 5,424 -2.01 0.1409
2025-12-02 2025-09-30 13F KKR cs 48251W104 41,364 685 5,477 0.1412
2025-07-24 2025-06-30 13F KKR cs 48251W104 40,679 -622 -1.51 5,535 15.94 0.1574
2025-05-05 2025-03-31 13F KKR cs 48251W104 41,301 1,227 3.06 4,775 -19.45 0.1472
2025-02-04 2024-12-31 13F KKR cs 48251W104 40,074 -793 -1.94 5,927 11.08 0.1941
2025-02-04 2024-09-30 13F KKR cs 48251W104 40,867 3,692 9.93 5,336 9.82 0.1923
2024-07-30 2024-06-30 13F KKR cs 48251W104 37,175 -4,243 -10.24 4,859 16.66 0.1928
2024-07-30 2024-03-31 13F KKR cs 48251W104 41,418 343 0.84 4,166 22.39 0.1827
2024-01-09 2023-12-31 13F KKR cs 48251W104 41,075 213 0.52 3,403 35.25 0.1606
2023-10-12 2023-09-30 13F KKR cs 48251W104 40,862 209 0.51 2,517 10.54 0.1131
2023-08-14 2023-06-30 13F/A-1 KKR cs 48251W104 40,653 -1,116 -2.67 2,277 110.16 0.0952
2023-08-04 2023-06-30 13F KKR cs 48251W104 40,653 -1,116 1,054 0.0488
2023-04-18 2023-03-31 13F KKR cs 48251W104 41,769 -242 -0.58 1,083 108,200.00 0.0471
2023-02-07 2022-12-31 13F KKR cs 48251W104 42,011 -15,296 -26.69 1 -99.93 0.0294
2022-11-08 2022-09-30 13F KKR cs 48251W104 57,307 2,872 5.28 1,497 5.42 0.0390
2022-09-06 2022-06-30 13F/A-1 KKR cs 48251W104 54,435 0 0.00 1,420 0.00 0.0455
2022-09-06 2022-03-31 13F/A-1 KKR cs 48251W104 54,435 19,030 53.75 1,420 -46.11 0.0455
2022-08-08 2022-03-31 13F KKR CO INC COM Stock 48251W104 42,745 7,340 1,107 0.0226
2022-01-12 2021-12-31 13F KKR CO INC COM Stock 48251W104 35,405 1,318 3.87 2,635 27.11 0.0515
2021-10-06 2021-09-30 13F KKR CO INC COM Stock 48251W104 34,087 -9 -0.03 2,073 2.62 0.0415
2021-07-13 2021-06-30 13F KKR CO INC COM Stock 48251W104 34,096 94 0.28 2,020 21.39 0.0418
2021-04-30 2021-03-31 13F KKR CO INC COM Stock 48251W104 34,002 -574 -1.66 1,664 19.11 0.0324
2021-01-25 2020-12-31 13F KKR CO INC COM Stock 48251W104 34,576 27,887 416.91 1,397 507.39 0.0566
2020-10-29 2020-09-30 13F KKR CO INC COM Stock 48251W104 6,689 270 4.21 230 19.17 0.0137
2020-08-05 2020-06-30 13F KKR CO INC COM Stock 48251W104 6,419 -41,658 -86.65 193 -84.40 0.0153
2020-05-12 2020-03-31 13F KKR CO INC CL A Stock 48251W104 48,077 -527 -1.08 1,237 -12.95 0.1248
2020-01-17 2019-12-31 13F KKR & CO INC CL A Stock 48251W104 48,604 -753 -1.53 1,421 5.26 0.1068
2019-11-07 2019-09-30 13F KKR & CO INC CL A Stock 48251W104 49,357 7,919 19.11 1,350 38.89 0.0904
2019-05-15 2019-03-31 13F KKR & CO INCCL A Stock 48251W104 41,438 -21,911 -34.59 972 -21.86 0.1327
2019-06-03 2018-12-31 13F/A-10 KKR & CO Stock 48251W104 63,349 -5,307 -7.73 1,244 -33.55 0.0758
2019-01-23 2018-12-31 13F KKR & CO Stock 48251W104 63,349 -5,307 1,244 0.0758
2019-06-03 2018-09-30 13F/A-9 KKR & CO Stock 48251W104 68,656 -14,380 -17.32 1,872 -9.26 0.0763
2018-10-25 2018-09-30 13F KKR & CO Stock 48251W104 68,656 -14,380 1,872 0.0763
2019-06-03 2018-06-30 13F/A-8 KKR & CO Stock 48251W104 83,036 -5,894 -6.63 2,063 10.14 0.0868
2018-08-07 2018-06-30 13F KKR & CO Stock 48251W104 83,036 -2,505 2,063
2019-06-03 2018-03-31 13F/A-7 KKR & CO L P DEL COM UNITS Stock 48248M102 88,930 0 0.00 1,873 0.00 0.0849
2018-05-09 2018-03-31 13F KKR & CO Stock 48248M102 85,541 -3,389 1,736
2019-06-03 2017-12-31 13F/A-6 KKR & CO L P DEL COM UNITS Stock 48248M102 88,930 -2,696 -2.94 1,873 0.54 0.0849
2018-01-24 2017-12-31 13F KKR & CO L P DEL COM UNITS Stock 48248M102 88,930 -2,696 1,873
2017-10-30 2017-09-30 13F KKR & CO L P DEL COM UNITS Stock 48248M102 91,626 -744 -0.81 1,863 8.44 0.0740
2019-06-03 2017-06-30 13F/A-5 KKR & CO L P DEL COM UNITS Stock 48248M102 92,370 -3,186 -3.33 1,718 -1.38 0.0728
2017-07-31 2017-06-30 13F KKR & CO L P DEL COM UNITS Stock 48248M102 92,370 -3,186 1,718
2019-06-03 2017-03-31 13F/A-4 KKR & CO L P DEL COM UNITS Stock 48248M102 95,556 -17,737 -15.66 1,742 -0.11 0.0759
2017-04-26 2017-03-31 13F KKR & CO L P DEL COM UNITS Stock 48248M102 95,556 -17,737 1,742
2019-06-03 2016-12-31 13F/A-3 KKR & CO L P DEL COM UNITS Stock 48248M102 113,293 -13,113 -10.37 1,744 -3.27 0.0842
2017-02-14 2016-12-31 13F KKR & CO L P DEL COM UNITS Stock 48248M102 113,293 -13,113 1,744
2016-11-04 2016-09-30 13F KKR & CO L P DEL COM UNITS MLP 48248M102 126,406 39,593 45.61 1,803 68.35 0.0937
2019-06-03 2016-06-30 13F/A-2 KKR & CO L P DEL COM UNITS MLP 48248M102 86,813 45,375 109.50 1,071 10.19 0.0598
2016-08-22 2016-06-30 13F KKR & CO L P DEL COM UNITS MLP 48248M102 86,813 45,375 1,071
2019-06-03 2016-03-31 13F/A-1 KKR & CO INCCL A Stock 48251W104 41,438 -29,888 -41.90 972 -12.59 0.1327
2016-05-02 2016-03-31 13F KKR & CO L P DEL COM UNITS MLP 48248M102 77,313 5,987 1,136
2016-02-11 2015-12-31 13F KKR & CO L P DEL COM UNITS MLP 48248M102 71,326 71,326 1,112 0.0746
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.