KKR & Co. Inc.
US ˙ NYSE ˙ US48251W1045

SecurityKKR / KKR & Co. Inc.
InstitutionNewEdge Wealth, LLC
Latest Disclosed Ownership14,996 shares
Latest Disclosed Value $ 1,387,134
NewEdge Wealth, LLC reports 38.50% decrease in ownership of KKR / KKR & Co. Inc.

On May 13, 2026 - NewEdge Wealth, LLC filed a 13F-HR form disclosing ownership of 14,996 shares of KKR & Co. Inc. (US:KKR) valued at $1,387,130 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 24,382 shares of KKR & Co. Inc.. This represents a change in shares of -38.50% during the quarter. The current value of the position is $1,400,626 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)
2026-05-13 2026-03-31 13F KKR COM 48251W104 14,996 -9,386 -38.50 1,387 -55.37 0.0165
2026-02-03 2025-12-31 13F KKR COM 48251W104 24,382 3,811 18.53 3,108 27.12 0.0351
2025-11-07 2025-09-30 13F KKR COM 48251W104 20,571 481 2.39 2,446 -14.39 0.0351
2025-08-11 2025-06-30 13F KKR COM 48251W104 20,090 -2,747 -12.03 2,857 8.18 0.0447
2025-05-09 2025-03-31 13F KKR COM 48251W104 22,837 7,127 45.37 2,640 13.65 0.0478
2025-02-05 2024-12-31 13F KKR COM 48251W104 15,710 763 5.10 2,324 19.07 0.0403
2024-11-12 2024-09-30 13F KKR COM 48251W104 14,947 2,350 18.66 1,952 47.25 0.0352
2024-08-02 2024-06-30 13F KKR COM 48251W104 12,597 41 0.33 1,326 8.70 0.0287
2024-05-06 2024-03-31 13F KKR COM 48251W104 12,556 5,696 83.03 1,220 114.61 0.0274
2024-01-29 2023-12-31 13F KKR COM 48251W104 6,860 430 6.69 568 43.43 0.0145
2023-11-08 2023-09-30 13F KKR COM 48251W104 6,430 -915 -12.46 396 -3.65 0.0125
2023-08-09 2023-06-30 13F KKR COM 48251W104 7,345 -265 -3.48 411 3.01 0.0137
2023-05-08 2023-03-31 13F KKR COM 48251W104 7,610 761 11.11 400 25.87 0.0152
2023-02-14 2022-12-31 13F KKR COM 48251W104 6,849 -389 -5.37 318 1.93 0.0137
2022-11-14 2022-09-30 13F KKR COM 48251W104 7,238 -1,862 -20.46 311 -26.13 0.0147
2022-08-09 2022-06-30 13F KKR COM 48251W104 9,100 9,100 421 0.0191
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.