KKR & Co.: which funds bought and sold

Institutions that bought and sold KKR & shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 610 institutions that filed 13F reports for both quarters added to or opened positions in KKR &, and 586 cut or closed them. Together they added a net 6.0M shares, +1.1% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 2.8M shares (+1.6%); index fund managers were net buyers of 2.8M shares (+1.8%). 113 opened a new position and 123 sold out entirely.

Bought, Q2 2026 610 institutions, 113 of them new holders Sold, Q2 2026 586 institutions, 123 of them sold out

Net change, all compared +6.0M shares (+1.1%)

Net change, active managers +2.8M shares (+1.6%), 36 bought, 60 sold

Buyers versus sellers

institutions compared, 1,364

610 bought 168 586 sold

Active managers and hedge funds 36 bought · 60 sold · +2.8M

Index fund managers 11 bought · 1 sold · +2.8M

Other institutions 563 bought · 525 sold · +335K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
Dodge & Cox Active manager	+8.1M New position	8.1M	$740M
T. Rowe Price Investment Management, Inc. Active manager	+5.7M New position	5.7M	$519M
Assenagon Asset Management S.A.	+3.3M +295.4%	4.4M	$405M
FMR LLC Active manager	+3.2M +17.7%	21.6M	$2B
Capital International Investors Active manager	+1.3M +3.6%	36.4M	$3.3B
Qube Research & Technologies Ltd Hedge fund	+999K New position	999K	$91.7M
Goldman Sachs Group Inc	+850K +15.5%	6.3M	$581M
Manufacturers Life Insurance Company, The	+795K +9.8%	8.9M	$817M
State Street Corp Index funds	+781K +2.7%	29.3M	$2.7B
Alecta Tjanstepension Omsesidigt	+762K +103.1%	1.5M	$138M
Point72 Asset Management, L.P. Hedge fund	+691K +101.8%	1.4M	$126M
Lindsell Train Ltd Active manager	+668K New position	668K	$61.3M
Price T Rowe Associates Inc Active manager	+635K +15.2%	4.8M	$441M
Jane Street Group, LLC	+630K +37.7%	2.3M	$211M
Citadel Advisors LLC Hedge fund	+626K +32.3%	2.6M	$235M
Arrowstreet Capital, Limited Partnership Hedge fund	+605K +68.0%	1.5M	$137M
Blackrock, Inc. Index funds	+568K +1.3%	45.2M	$4.1B
Vanguard Capital Management LLC Index funds	+539K +1.2%	44.6M	$4.1B
Morgan Stanley	+531K +6.3%	9.0M	$826M
Empower Advisory Group, LLC	+497K +138.3%	856K	$78.6M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Dodge & Cox Active manager	+8.1M New position	8.1M	$740M
T. Rowe Price Investment Management, Inc. Active manager	+5.7M New position	5.7M	$519M
FMR LLC Active manager	+3.2M +17.7%	21.6M	$2B
Capital International Investors Active manager	+1.3M +3.6%	36.4M	$3.3B
Qube Research & Technologies Ltd Hedge fund	+999K New position	999K	$91.7M
Point72 Asset Management, L.P. Hedge fund	+691K +101.8%	1.4M	$126M
Lindsell Train Ltd Active manager	+668K New position	668K	$61.3M
Price T Rowe Associates Inc Active manager	+635K +15.2%	4.8M	$441M
Citadel Advisors LLC Hedge fund	+626K +32.3%	2.6M	$235M
Arrowstreet Capital, Limited Partnership Hedge fund	+605K +68.0%	1.5M	$137M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Massachusetts Financial Services Co Active manager	−3.7M −26.0%	10.6M	$978M
Wellington Management Group LLP Active manager	−3.3M −18.6%	14.6M	$1.3B
Balyasny Asset Management L.P. Hedge fund	−2.9M −99.4%	18K	$1.6M
Bank Of America Corp	−2.7M −25.5%	7.9M	$725M
Capital Research Global Investors Active manager	−2.1M −12.3%	14.7M	$1.3B
Rathbones Group PLC	−1.8M −49.8%	1.8M	$167M
Amundi	−1.3M −36.1%	2.4M	$219M
Brown Advisory Inc Active manager	−986K −16.3%	5.0M	$463M
Millennium Management LLC Hedge fund	−858K −32.7%	1.8M	$162M
Capital World Investors Active manager	−816K −9.5%	7.8M	$714M
Neuberger Berman Group LLC Active manager	−784K −90.8%	79K	$7.3M
UBS Group AG	−719K −21.3%	2.7M	$243M
Westfield Capital Management Co LP Active manager	−558K Sold out	0	—
Farallon Capital Management, L.L.C. Hedge fund	−554K −11.8%	4.1M	$378M
Deutsche Bank Ag\	−534K −24.8%	1.6M	$149M
Holocene Advisors, LP Hedge fund	−532K −56.2%	415K	$38.1M
Junto Capital Management LP Hedge fund	−519K Sold out	0	—
D. E. Shaw & Co., Inc. Hedge fund	−515K −13.0%	3.4M	$315M
Freestone Grove Partners LP Hedge fund	−481K −44.7%	595K	$54.6M
Barclays PLC	−460K −22.6%	1.6M	$145M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Massachusetts Financial Services Co Active manager	−3.7M −26.0%	10.6M	$978M
Wellington Management Group LLP Active manager	−3.3M −18.6%	14.6M	$1.3B
Balyasny Asset Management L.P. Hedge fund	−2.9M −99.4%	18K	$1.6M
Capital Research Global Investors Active manager	−2.1M −12.3%	14.7M	$1.3B
Brown Advisory Inc Active manager	−986K −16.3%	5.0M	$463M
Millennium Management LLC Hedge fund	−858K −32.7%	1.8M	$162M
Capital World Investors Active manager	−816K −9.5%	7.8M	$714M
Neuberger Berman Group LLC Active manager	−784K −90.8%	79K	$7.3M
Westfield Capital Management Co LP Active manager	−558K Sold out	0	—
Farallon Capital Management, L.L.C. Hedge fund	−554K −11.8%	4.1M	$378M

New positions

largest by value

Institution	Shares	Value June 30, 2026
Dodge & CoxActive manager	8.1M	$740M
T. Rowe Price Investment Management, Inc.Active manager	5.7M	$519M
Qube Research & Technologies LtdHedge fund	999K	$91.7M
Lindsell Train LtdActive manager	668K	$61.3M
Rokos Capital Management LLPHedge fund	422K	$38.7M
Trexquant Investment LPHedge fund	195K	$17.9M
Zurich Insurance Group Ltd	152K	$13.9M
Summittx Capital, L.P.	118K	$10.8M
Xtx Topco Ltd	108K	$10M
Kr Capital LP	104K	$9.6M

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Westfield Capital Management Co LPActive manager	558K	$51.6M
Junto Capital Management LPHedge fund	519K	$48M
Longaeva Partners L.P.	349K	$32.3M
Renaissance Technologies LLCHedge fund	257K	$23.8M
Oco Capital Partners, L.P.	235K	$21.7M
Quadrature Capital LtdHedge fund	210K	$19.5M
Lone Pine Capital LLCHedge fund	179K	$16.6M
Alpine Global Management, LLC	162K	$15M
Jain Global LLCHedge fund	145K	$13.4M
Sone Capital Management, LLC	133K	$12.3M

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 1,259
Ten largest holders: 47.0%
Index fund managers: 29.7%
Active managers and hedge funds: 32.1%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	36	60	15	20	+2.8M	+1.6%
Index fund managers	11	1	0	0	+2.8M	+1.8%
Other institutions	563	525	98	103	+335K	+0.2%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on KKR &.

Only managers that filed a holdings report for both quarters are compared (1,364 here). 36 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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