43 institutions reported holding $274.1M of KKR & CO INC CL A (KKR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Assenagon Asset Management S.A. ($202.5M), COMMUNITY TRUST & INVESTMENT CO ($19.1M), Czech National Bank ($18.1M), PensionDanmark Pensionsforsikringsaktieselskab ($9.6M), Mirador Capital Partners LP ($8.8M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Assenagon Asset Management S.A. | $202.5M | 2.2M | Added |
| 2 | COMMUNITY TRUST & INVESTMENT CO | $19.1M | 208,390 | Added |
| 3 | Czech National Bank | $18.1M | 196,788 | Added |
| 4 | PensionDanmark Pensionsforsikringsaktieselskab | $9.6M | 104,570 | New |
| 5 | Mirador Capital Partners LP | $8.8M | 96,318 | Trimmed |
| 6 | CACTI ASSET MANAGEMENT LLC | $2.2M | 24,181 | Hold |
| 7 | Avior Wealth Management, LLC | $1.4M | 14,936 | Added |
| 8 | STABLEFORD CAPITAL II LLC | $1.3M | 14,623 | Trimmed |
| 9 | GAMMA Investing LLC | $1.3M | 13,772 | Added |
| 10 | Byrne Asset Management LLC | $1.0M | 11,387 | Trimmed |
| 11 | Balefire, LLC | $948,493 | 10,334 | Added |
| 12 | CANANDAIGUA NATIONAL BANK & TRUST CO | $920,462 | 10,029 | Added |
| 13 | Trust Asset Management LLC | $793,952 | 7,576 | Added |
| 14 | Norway Savings Bank | $721,575 | 7,862 | Added |
| 15 | MOODY NATIONAL BANK TRUST DIVISION | $714,783 | 7,788 | Trimmed |
| 16 | Dynamic Advisor Solutions LLC | $598,323 | 6,519 | Trimmed |
| 17 | Valeo Financial Advisors, LLC | $482,057 | 5,252 | Added |
| 18 | RDA Financial Network | $473,733 | 5,162 | Trimmed |
| 19 | Legacy Wealth Management, LLC / MS | $463,305 | 5,048 | Hold |
| 20 | Apella Capital, LLC | $375,380 | 3,946 | Added |
| 21 | Hardin Capital Partners, LLC | $361,042 | 3,928 | Trimmed |
| 22 | CX Institutional | $320,000 | 3,487 | Added |
| 23 | Boltwood Capital Management | $318,385 | 3,469 | Added |
| 24 | TRUST POINT INC. | $257,626 | 2,807 | Trimmed |
| 25 | Central Pacific Bank - Trust Division | $225,136 | 2,453 | New |
Source: SEC Form 13F filings · as of 2026-06-30