KKR & Co LP (KKR) Ownership

95.58 ↑0.71 (0.75%)

As of April 26, 2024, 3:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Capital Research & Mgmt Co - Division 3 is the biggest individual institutional holder of KKR & Co LP (KKR), owning a total of 42.8 million shares. Combined, the top 28 institutional holders of KKR own 46.50% of the company with a total of 410.3 million shares.

In the latest ownership report on December 31st 2023, the top 28 institutional holders increased their combined ownership of KKR by 7.9 million shares. 13 institutions bought 24,687,594 total additional shares and increased their ownership by an average of 31.36%. However 8 institutions sold 16,744,285 total shares and decreased their ownership by an average of 12.4%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of KKR & Co LP increased by a net total of 7,943,309 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Capital Research & Mgmt Co - Division 3	4.837%	1.917%	42,808,786	805,122	2023-12-31
Vanguard Group Inc	4.708%	4.328%	41,670,039	1,728,782	2023-12-31
BlackRock Inc	4.318%	0.789%	38,217,175	299,269	2023-12-31
Principal Financial Group Inc	2.711%	-1.152%	23,992,319	-279,650	2023-12-31
Harris Associates L.P.	2.344%	-22.901%	20,747,921	-6,162,756	2023-12-31
T. Rowe Price Investment Management,Inc.	2.211%	-16.529%	19,569,720	-3,875,187	2023-12-31
Akre Capital Management, LLC	1.881%	-1.552%	16,648,219	-262,388	2023-12-31
Wellington Management Company LLP	1.831%	219.503%	16,206,904	11,134,363	2023-12-31
Capital World Investors	1.752%	-6.482%	15,505,113	-1,074,765	2023-12-31
Amvescap Plc.	1.698%	0.223%	15,024,369	33,358	2023-12-31
State Street Corporation	1.522%	10.176%	13,466,535	1,243,821	2023-12-31
Manufacturers Life Insurance Co	1.201%	-19.995%	10,630,777	-2,656,872	2023-12-31
Massachusetts Financial Services Company	1.153%	3.715%	10,203,062	365,449	2023-12-31
Geode Capital Management, LLC	1.084%	7.231%	9,596,081	647,124	2023-12-31
Millennium Management LLC	1.060%	98.181%	9,379,214	4,646,570	2023-12-31
First Manhattan Co. LLC	1.057%	2.196%	9,349,916	200,882	2023-12-31
FMR Inc	0.910%	16.305%	8,053,271	1,128,993	2023-12-31
Bank of America Corp	0.907%	2.340%	8,026,557	183,555	2023-12-31
NORGES BANK	0.886%	40.739%	7,843,066	2,270,306	2023-12-31
Lone Pine Capital LLC	0.704%	-5.154%	6,226,064	-338,318	2023-12-31
Diamond Hill Capital Management Inc	0.695%	-25.404%	6,149,882	-2,094,349	2023-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Capital Research & Mgmt Co - Division 3	4.837%	1.917%	42,808,786	805,122	2023-12-31
Vanguard Group Inc	4.708%	4.328%	41,670,039	1,728,782	2023-12-31
BlackRock Inc	4.318%	0.789%	38,217,175	299,269	2023-12-31
Principal Financial Group Inc	2.711%	-1.152%	23,992,319	-279,650	2023-12-31
Harris Associates L.P.	2.344%	-22.901%	20,747,921	-6,162,756	2023-12-31
T. Rowe Price Investment Management,Inc.	2.211%	-16.529%	19,569,720	-3,875,187	2023-12-31
T. Rowe Price Associates, Inc.	1.998%	-3.253%	17,175,960	-577,548	2022-06-30
Akre Capital Management, LLC	1.881%	-1.552%	16,648,219	-262,388	2023-12-31
Wellington Management Company LLP	1.831%	219.503%	16,206,904	11,134,363	2023-12-31
Capital World Investors	1.752%	-6.482%	15,505,113	-1,074,765	2023-12-31
Amvescap Plc.	1.698%	0.223%	15,024,369	33,358	2023-12-31
State Street Corporation	1.522%	10.176%	13,466,535	1,243,821	2023-12-31
Valueact Holdings, L.p.	1.291%	-44.384%	11,420,908	-9,114,325	2023-09-30
Manufacturers Life Insurance Co	1.201%	-19.995%	10,630,777	-2,656,872	2023-12-31
Massachusetts Financial Services Company	1.153%	3.715%	10,203,062	365,449	2023-12-31
Geode Capital Management, LLC	1.084%	7.231%	9,596,081	647,124	2023-12-31
Millennium Management LLC	1.060%	98.181%	9,379,214	4,646,570	2023-12-31
First Manhattan Co. LLC	1.057%	2.196%	9,349,916	200,882	2023-12-31
FMR Inc	0.910%	16.305%	8,053,271	1,128,993	2023-12-31
Bank of America Corp	0.907%	2.340%	8,026,557	183,555	2023-12-31
NORGES BANK	0.886%	40.739%	7,843,066	2,270,306	2023-12-31
First Manhattan Company	0.808%	2.333%	6,953,954	158,532	2022-09-30
Vulcan Value Partners, LLC	0.782%	-13.924%	6,918,569	-1,119,211	2023-09-30
Goldman Sachs Group Inc	0.757%	-1.517%	6,515,417	-100,375	2022-12-31
Jennison Associates LLC	0.751%	-34.480%	6,467,064	-3,403,308	2022-12-31
Lone Pine Capital LLC	0.704%	-5.154%	6,226,064	-338,318	2023-12-31
Diamond Hill Capital Management Inc	0.695%	-25.404%	6,149,882	-2,094,349	2023-12-31
Legal & General Group PLC	0.647%	-5.757%	5,568,517	-340,141	2022-09-30

Mutual Fund Ownership

Vanguard Total Stock Mkt Idx Inv is the biggest individual fund holder of KKR & Co LP (KKR), owning a total of 20.8 million shares. Combined, the top 27 mutual fund holders of KKR own 29.03% of the company with a total of 255.8 million shares.

In the latest ownership report on February 29th 2024, the top 27 fund holders increased their combined ownership of KKR by 141 thousand shares. 2 funds bought 55,256 total additional shares and increased their ownership by an average of 0.36%. However 3 funds sold 196,217 total shares and decreased their ownership by an average of 0.63%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding KKR & Co LP decreased by a net total of -140,961 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.355%	-0.218%	20,839,740	-45,566	2024-02-29
Principal MidCap R5	1.280%	-0.947%	11,327,351	-108,339	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	1.110%	0.370%	9,824,456	36,237	2024-02-29
MFS Value A	0.660%	-0.720%	5,837,362	-42,312	2024-02-29
Vanguard Value Index Inv	0.627%	0.344%	5,544,391	19,019	2024-02-29

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	2.355%	-0.218%	20,839,740	-45,566	2024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr	2.260%	1.736%	19,992,137	341,155	2023-03-31
American Funds Growth Fund of Amer A	2.001%	1.255%	17,707,039	219,538	2023-12-31
Capital Group Growth Fnd of Amer Comp	2.001%	1.255%	17,707,039	219,538	2023-12-31
Akre Focus Instl	1.715%	-2.462%	15,175,000	-383,000	2024-01-31
PGI Mid-Cap Equity	1.353%	-0.409%	11,604,412	-47,685	2023-06-30
Capital Group Wash Mutual Invtrs Comp	1.306%	0.000%	11,554,397	0	2023-12-31
American Funds Washington Mutual A	1.306%	0.000%	11,554,397	0	2023-12-31
Principal Aligned MidCap Equity	1.299%	-1.676%	11,498,485	-195,994	2023-12-31
Principal MidCap R5	1.280%	-0.947%	11,327,351	-108,339	2024-02-29
Vanguard Institutional Extnd Mkt Idx Tr	1.110%	0.370%	9,824,456	36,237	2024-02-29
Vanguard Extended Market Index Investor	0.938%	0.298%	8,042,787	23,857	2023-08-31
Capital Group Fundamental Invtrs Comp	0.862%	0.000%	7,625,528	0	2023-12-31
American Funds Fundamental Invs A	0.862%	0.000%	7,625,528	0	2023-12-31
MFS Large Cap Value (SMA)	0.738%	18,203,800.000%	6,371,359	6,371,324	2023-06-30
MFS Large Cap Value Equity	0.672%	-4.093%	5,949,236	-253,881	2023-12-31
Oakmark Investor	0.670%	-22.787%	5,930,000	-1,750,000	2023-12-31
Diamond Hill Large Cap Equity	0.665%	-0.259%	5,886,508	-15,282	2023-10-31
MFS Value A	0.660%	-0.720%	5,837,362	-42,312	2024-02-29
BlackRock Mid Cap Growth	0.655%	10,037.100%	5,642,896	5,587,230	2022-06-30
BlackRock Mid-Cap Growth Equity Instl	0.655%	0.000%	5,642,896	0	2022-12-31
T. Rowe Price Capital Appreciation	0.628%	-16.145%	5,558,875	-1,070,292	2023-12-31
Vanguard Value Index Inv	0.627%	0.344%	5,544,391	19,019	2024-02-29
T. Rowe Price Mid-Cap Growth	0.609%	-16.727%	5,389,700	-1,082,600	2023-12-31
T. Rowe Price US Mid-Cap Growth Equity	0.609%	-16.727%	5,389,700	-1,082,600	2023-12-31
American Funds Invmt Co of Amer A	0.600%	-5.345%	5,313,181	-300,000	2023-12-31
Capital Group Investment Co of Amer Comp	0.600%	-5.345%	5,313,181	-300,000	2023-12-31