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KKR & Co. Inc. (KKR)
USD96.91
-0.03 (-0.03%)
US NYSE S&P 500
Financial Services Asset Management
Address
30 Hudson Yards 10001
New York City, NY, US
New York City, NY, US
CEO
Joseph Y. Bae
Website
kkr.com
IPO
2010-07-15
CIK 1404912 ISIN US48251W1045
Also trades on
London Stock Exchange · 0Z1W.L (USD)
New York Stock Exchange · KKR (USD)
New York Stock Exchange · KKR-PC (USD)
Description
KKR & Co. Inc. is a prominent global investment powerhouse, deeply engaged in both private equity and real estate. The firm's diverse investment strategies encompass direct capital deployment as well as fund-of-funds approaches, specializing in corporate acquisitions, leveraged and management buyouts, growth equity, and a range of special situations including credit, distressed assets, and turnarounds. They also target mature and mezzanine financing opportunities, spanning companies across the lower and middle market segments. While opportunistic across all industries, KKR exhibits a keen focus on technology sectors, including software, cybersecurity, semiconductors, consumer electronics, the Internet of Things (IoT), internet services, IT infrastructure, and FinTech. Their extensive portfolio also encompasses energy, infrastructure, and a broad array of real estate ventures. Furthermore, the firm actively invests in a wide range of service industries, such as business services, intelligence, and leading franchises in natural resources, containers, packaging, agriculture, transportation infrastructure (airports, ports), forestry, utilities, textiles, luxury goods, digital media, insurance, various distribution and retail formats (including supermarkets and grocery stores), food, beverage, tobacco, healthcare facilities, entertainment, publishing, capital goods, and specialized financial services. Specifically within energy and infrastructure, KKR targets upstream oil and gas operations, equipment, minerals, royalties, and related service verticals. In the real estate domain, the firm pursues investments in both private and public securities, covering property equity, debt, special situations, companies with substantial real estate assets, and oil and natural gas properties. Additionally, they allocate capital to the expansive asset services sector, which includes a wide range of B2B, B2C, and B2G offerings such as asset-based services, transport, logistics, hospitality, resource and utility support, and mission-critical environmental services. KKR's geographic investment strategies often feature tailored sector focuses. In the Americas, key interests lie in consumer products, chemicals, metals, mining, energy, natural resources, financial services, healthcare, industrials, media, communications, retail, and technology. European investments concentrate on consumer and retail, energy, financial services, healthcare, industrials, chemicals, media, digital, and telecom technologies. Across Asia, their portfolio interests span consumer products, energy, resources, financial services, healthcare, industrials, logistics, media, telecom, retail, real estate, and technology. Beyond traditional investments, KKR is also committed to impact investing, identifying and backing enterprises with a demonstrably positive social or environmental footprint. In Mainland China, the firm actively targets mid to high-end residential developments, and undertakes other projects through direct ownership, joint ventures, or mergers. Demonstrating a truly global reach, KKR's investment activity spans Australia, developed and emerging markets across Asia (including Southeast Asia, Japan, Taiwan, India, Vietnam, Malaysia, Singapore, Indonesia, and South Korea), the Middle East, Africa, the Nordics, Ireland, France, Germany, the Netherlands, the United Kingdom, the Caribbean, Mexico, Brazil, the broader Latin America, and North America, with a particular focus on the United States. In the United States and Europe, KKR frequently engages in buyouts of substantial publicly traded companies. The typical investment size ranges from $30 million to $717 million, targeting entities with enterprise values between $500 million and $2.389 billion. The firm is flexible, participating in both debt and public equity instruments, and often co-invests with strategic partners. KKR actively pursues board representation in its portfolio companies, aiming for controlling ownership or significant strategic minority stakes, especially in Asian private equity deals or when forming large investor consortia. Investments are generally held for a duration of five to seven years, or longer, with exit strategies commonly involving initial public offerings (IPOs), secondary market sales, or divestments to strategic purchasers. Founded in 1976, KKR & Co. Inc. is headquartered in New York, New York, supported by a global network of offices throughout North America, Europe, Australia, Sweden, and Asia.
News Sentiment (7d)
Market Cap & Enterprise Value
Merger & Acquisition History
Index membership
| Index | Added | Removed | Status |
|---|---|---|---|
| S&P 500 | 2024-06-24 | — | Active |
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
USD96.91
-0.03 (-0.03%)
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Volume Profile
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Liquidity & share structure
Average Volume
5M
Beta
1.79
Float Shares
684.04M
Free Float %
76.7%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.98% | -2.31% | +9.03% | -1.64% | -19.18% | -21.98% | -20.57% | +105.11% | +83.84% | +666.26% | +327.78% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (27 ratings, all time)
Buy
Price Targets & DCF
Current price
96.91
Low
119.00
+22.8%
Consensus
141.14
+45.6%
Median
137.00
+41.4%
High
187.00
+93.0%
DCF (Unlevered)
70.86
-26.9%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
86% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 6 | -1 |
| Buy | 12 | 0 |
| Hold | 3 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | 4 |
130.00
+34.1%
|
| Last Quarter | 6 |
130.33
+34.5%
|
| Last Year | 22 |
153.36
+58.2%
|
| All Time | 59 |
118.94
+22.7%
|
Quality scores
Altman Z-Score
0.32
Distress
Piotroski F-Score
7 / 9
Strong
MOAT Score
4 / 10
Developing
Composite Rating
D+
Overall Score
1 / 5
Low
DCF Score
1 / 5
Low
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
1 / 5
Low
P/E Score
1 / 5
Low
P/Book Score
1 / 5
Low
Operational MOAT
✗ Below peers
-
Revenue growth Asset Management: +17.4%-11.0% Q1'26: +31.0% (vs Q1'25)
-
EPS growth Asset Management: +22.7%-28.7% Q1'26: +290.9% (vs Q1'25)
-
FCF margin FCF growth · Asset Management: +27.7%+34.9% Q1'26: +47.5% (vs Q1'25)
-
EBIT margin Asset Management: +50.6%+37.0% Q1'26: +30.4% (vs Q1'25)
-
ROIC Asset Management: +6.5%+4.5% Q1'26: +3.9% (vs Q1'25)
-
Share dilution Asset Management: +0.0%+1.8% Q1'26: +7.4% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Asset Management: -0.03×7.69× Q1'26: 0.00× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2010 actual |
Dec 2011 actual |
Dec 2012 actual |
Dec 2013 actual |
Dec 2014 actual |
Dec 2015 actual |
Dec 2016 actual |
Dec 2017 actual |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 3 Rev. Ana. 9 EPS Ana. |
Dec 2027 4 Rev. Ana. 10 EPS Ana. |
Dec 2028 3 Rev. Ana. 2 EPS Ana. |
Dec 2029 2 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
435.39M
est: 12.40B (-96.5%)
|
723.62M
est: 923.19M (-21.6%)
|
568.44M
est: -4.70B (+112.1%)
|
762.55M
est: 729.43M (+4.5%)
|
1.11B
est: 2.75B (-59.6%)
|
1.04B
est: 2.67B (-60.9%)
|
2.04B
est: 1.89B (+7.8%)
|
3.56B
est: 3.95B (-10.1%)
|
2.40B
est: 3.75B (-36.0%)
|
4.22B
est: 3.65B (+15.8%)
|
4.23B
est: 3.85B (+9.8%)
|
16.11B
est: 6.69B (+140.6%)
|
5.57B
est: 6.76B (-17.7%)
|
14.32B
est: 26.06B (-45.0%)
|
21.64B
est: 7.24B (+199.1%)
|
19.26B
est: 7.91B (+143.5%)
|
11.62B
11.32B – 11.88B
+46.9% YoY
|
13.72B
13.14B – 14.04B
+18.0% YoY
|
16.40B
15.59B – 17.39B
+19.6% YoY
|
9.74B
9.25B – 10.32B
-40.6% YoY
|
| EBITDA |
7.90B
est: 7.59B (+4.1%)
|
1.04B
est: -46.24M (+2,346.0%)
|
8.14B
est: -3.06B (+366.0%)
|
7.99B
est: 689.00M (+1,059.9%)
|
5.78B
est: 896.05M (+544.6%)
|
5.91B
est: 1.01B (+488.3%)
|
1.77B
est: 1.52B (+16.4%)
|
3.59B
est: 1.79B (+100.4%)
|
3.13B
est: 1.97B (+59.4%)
|
6.21B
est: 3.28B (+89.1%)
|
6.70B
est: 2.73B (+144.9%)
|
14.98B
est: 5.50B (+172.5%)
|
1.35B
est: 4.41B (-69.5%)
|
9.50B
est: 13.70B (-30.6%)
|
9.17B
est: 3.80B (+141.0%)
|
7.13B
est: 4.16B (+71.3%)
|
6.11B
5.95B – 6.25B
+46.9% YoY
|
7.21B
6.91B – 7.38B
+18.0% YoY
|
8.62B
8.19B – 9.14B
+19.6% YoY
|
5.12B
4.86B – 5.43B
-40.6% YoY
|
| EBIT |
7.90B
est: 8.08B (-2.2%)
|
1.04B
est: 601.68M (+72.6%)
|
8.14B
est: -3.06B (+366.0%)
|
7.99B
est: -878.65M (+1,009.6%)
|
5.78B
est: -1.35B (+526.9%)
|
5.91B
est: -781.77M (+856.6%)
|
1.77B
est: 441.52M (+299.8%)
|
3.59B
est: 840.30M (+327.6%)
|
3.13B
est: 325.98M (+861.1%)
|
6.21B
est: 1.21B (+414.9%)
|
6.70B
est: 928.35M (+621.3%)
|
14.98B
est: 3.66B (+308.9%)
|
1.35B
est: 4.41B (-69.5%)
|
9.50B
est: 13.70B (-30.6%)
|
9.17B
est: 3.80B (+141.0%)
|
7.13B
est: 4.16B (+71.3%)
|
6.11B
5.95B – 6.25B
+46.9% YoY
|
7.21B
6.91B – 7.38B
+18.0% YoY
|
8.62B
8.19B – 9.14B
+19.6% YoY
|
5.12B
4.86B – 5.43B
-40.6% YoY
|
| Net Income |
333.18M
est: 253.69M (+31.3%)
|
1.92M
est: 685.40M (-99.7%)
|
560.84M
est: 50.16M (+1,018.2%)
|
691.23M
est: 561.95M (+23.0%)
|
477.61M
est: 447.47M (+6.7%)
|
488.48M
est: 374.13M (+30.6%)
|
309.31M
est: 506.79M (-39.0%)
|
1.02B
est: 838.63M (+21.4%)
|
1.13B
est: 1.18B (-4.1%)
|
2.01B
est: 1.85B (+8.6%)
|
2.00B
est: 1.44B (+39.5%)
|
4.73B
est: 3.61B (+31.1%)
|
-521.66M
est: 3.60B (-114.5%)
|
3.73B
est: 4.48B (-16.7%)
|
3.08B
est: 4.45B (-30.8%)
|
2.37B
est: 4.69B (-49.5%)
|
5.74B
5.44B – 6.04B
+22.3% YoY
|
6.98B
6.41B – 7.55B
+21.6% YoY
|
8.16B
7.79B – 8.53B
+16.9% YoY
|
9.01B
8.42B – 9.71B
+10.3% YoY
|
| SGA |
418.21M
est: 3.60B (-88.4%)
|
345.26M
est: 194.35M (+77.6%)
|
317.93M
est: -988.74M (+132.2%)
|
500.55M
est: 446.35M (+12.1%)
|
932.22M
est: 1.17B (-20.0%)
|
690.63M
est: 691.29M (-0.1%)
|
631.66M
est: 752.27M (-16.0%)
|
641.20M
est: 581.90M (+10.2%)
|
715.11M
est: 746.95M (-4.3%)
|
791.54M
est: 723.12M (+9.5%)
|
780.64M
est: 678.10M (+15.1%)
|
1.94B
est: 1.42B (+37.1%)
|
2.35B
est: 1.42B (+65.2%)
|
2.72B
est: 5.11B (-46.8%)
|
2.92B
est: 1.42B (+105.3%)
|
2.18B
est: 1.55B (+40.6%)
|
2.28B
2.22B – 2.33B
+46.9% YoY
|
2.69B
2.58B – 2.76B
+18.0% YoY
|
3.22B
3.06B – 3.41B
+19.6% YoY
|
1.91B
1.82B – 2.03B
-40.6% YoY
|
| EPS |
1.62
est: 0.49 (+234.0%)
|
0.01
est: 0.73 (-98.6%)
|
2.35
est: 1.28 (+83.6%)
|
2.51
est: 2.26 (+11.3%)
|
1.25
est: 2.27 (-44.8%)
|
1.09
est: 1.39 (-21.7%)
|
0.64
est: 0.70 (-8.1%)
|
2.10
est: 2.41 (-12.9%)
|
2.14
est: 1.86 (+15.0%)
|
3.62
est: 1.64 (+121.4%)
|
3.45
est: 1.69 (+103.9%)
|
7.95
est: 4.04 (+96.7%)
|
-0.79
est: 3.84 (-120.6%)
|
4.24
est: 4.63 (-8.3%)
|
3.47
est: 4.68 (-25.9%)
|
2.51
est: 4.93 (-49.1%)
|
6.04
5.70 – 6.32
+22.4% YoY
|
7.40
6.71 – 7.90
+22.6% YoY
|
8.54
8.15 – 8.93
+15.4% YoY
|
9.42
8.81 – 10.16
+10.3% YoY
|
Recent Grade Changes (3M)
| Date | Firm | Previous | New Grade | Action |
|---|---|---|---|---|
| 2026-05-06 | RBC Capital | Outperform | Outperform | Maintain |
| 2026-04-21 | Morgan Stanley | Overweight | Overweight | Maintain |
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-06 | D+ | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-05 | C- | 1/5 | 1/5 | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-04 | C- | 1/5 | 1/5 | 2/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-05-01 | C | 2/5 | 1/5 | 3/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-30 | C | 2/5 | 1/5 | 3/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-29 | C | 2/5 | 1/5 | 3/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-28 | C | 2/5 | 1/5 | 3/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-27 | C | 2/5 | 1/5 | 3/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-24 | C | 2/5 | 1/5 | 3/5 | 3/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-23 | C | 2/5 | 1/5 | 3/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-22 | C | 2/5 | 1/5 | 3/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-21 | C | 2/5 | 1/5 | 3/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-20 | C | 2/5 | 1/5 | 3/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-17 | C | 2/5 | 1/5 | 3/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-16 | C | 2/5 | 1/5 | 3/5 | 4/5 | 1/5 | 1/5 | 1/5 |
| 2026-04-15 | C | 2/5 | 1/5 | 3/5 | 4/5 | 1/5 | 1/5 | 1/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
7.29B
OE per share TTM
7.77
Owner's Yield
8.11%
Maintenance CapEx ratio
15.25%
Maint CapEx / Avg PPE
9.0%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
552
Total invested
4.97B
Insider transactions (90d)
2
Beneficial owners (>5%)
24
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Henry R. Kravis | 305.35M | 36.30% | 10.28M | 295.07M | 10.28M | 295.07M | IN | Delaware | 2020-02-14 | ↗ |
| 2 | George R. Roberts | 303.24M | 36.10% | 8.19M | 295.05M | 8.19M | 295.05M | IN | Delaware | 2020-02-14 | ↗ |
| 3 | KKR Holdings L.P. | 290.38M | 34.50% | 290.38M | — | 290.38M | — | PN | Delaware | 2020-02-14 | ↗ |
| 4 | (1) BlackRock, Inc. | 36.10M | 4.20% | 32.55M | — | 36.10M | — | HC | Delaware | 2022-09-08 | ↗ |
| 5 | (1)Names of reporting persons. BlackRock, Inc. | 34.41M | 6.00% | 31.11M | — | 34.41M | — | HC | Delaware | 2021-02-05 | ↗ |
| 6 | The Vanguard Group - 23-1945930 | 33.02M | 5.64% | — | 464.3K | 31.87M | 1.15M | IA | Pennsylvania | 2022-02-09 | ↗ |
| 7 | Jackson Square Partners, LLC | 27.96M | 5.21% | 8.73M | 6.49M | 27.96M | — | IA | Delaware | 2019-02-12 | ↗ |
| 8 | Talent Fortune Holdings Limited | 23.05M | 54.40% | 6.83M | 16.22M | 6.83M | 16.22M | CO | Cayman Islands | 2015-06-22 | ↗ |
| 9 | Talent Fortune Investment Limited | 23.05M | 54.40% | 6.83M | 16.22M | 6.83M | 16.22M | CO | Cayman Islands | 2015-06-22 | ↗ |
| 10 | Talent Wise Investment Limited | 23.05M | 54.40% | 6.83M | 16.22M | 6.83M | 16.22M | CO | Cayman Islands | 2015-06-22 | ↗ |
| 11 | Abigail P. Johnson | 18.38M | 3.43% | — | — | 18.38M | — | IN | United States of America | 2019-02-13 | ↗ |
| 12 | FMR LLC | 18.38M | 3.43% | 336.6K | — | 18.38M | — | HC | Delaware | 2019-02-13 | ↗ |
| 13 | 13,507,310 | 13.51M | 2.90% | 13.51M | — | 13.51M | — | OO | Delaware | 2016-02-16 | ↗ |
| 14 | (10) | — | 0.00% | — | — | — | — | PN | Delaware | 2016-02-16 | ↗ |
| 15 | China Healthcare Investment Limited | — | 0.00% | — | — | — | — | OO | Cayman Islands | 2015-08-26 | ↗ |
| 16 | KKR & Co. L.P. | — | 0.00% | — | — | — | — | PN | Delaware | 2015-08-26 | ↗ |
| 17 | KKR Associates China Growth L.P. | — | 0.00% | — | — | — | — | PN | Cayman Islands | 2015-08-26 | ↗ |
| 18 | KKR China Growth Fund L.P. | — | 0.00% | — | — | — | — | PN | Cayman Islands | 2015-08-26 | ↗ |
| 19 | KKR China Growth Limited | — | 0.00% | — | — | — | — | OO | Cayman Islands | 2015-08-26 | ↗ |
| 20 | KKR Fund Holdings GP Limited | — | 0.00% | — | — | — | — | OO | Cayman Islands | 2015-08-26 | ↗ |
| 21 | KKR Fund Holdings L.P. | — | 0.00% | — | — | — | — | PN | Cayman Islands | 2015-08-26 | ↗ |
| 22 | KKR Group Holdings L.P. | — | 0.00% | — | — | — | — | PN | Cayman Islands | 2015-08-26 | ↗ |
| 23 | KKR Group Limited | — | 0.00% | — | — | — | — | OO | Cayman Islands | 2015-08-26 | ↗ |
| 24 | KKR Management LLC | — | 0.00% | — | — | — | — | OO | Delaware | 2015-08-26 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
552
-908 vs prev Q
New positions
62
Closed positions
906
Increased
265
Reduced
208
Put/Call ratio
0.54
Calls held
197.2K
Puts held
105.8K
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | MACQUARIE MANAGEMENT HOLDINGS, INC. | 839.2K +839.2K (+100.0%) | 106.98B +107.0B (+100.0%) | 0.09% +0.094 pp | 0.16% +0.161 pp | USD127.48 +0.0% | 1 qtrs NEW |
| 2 | VANGUARD GROUP INC | 60.06M +821.7K (+1.4%) | 7.66B -41.6M (-0.5%) | 6.74% +0.087 pp | 0.11% -0.004 pp | USD56.92 +124.0% | 30 qtrs — |
| 3 | BLACKROCK, INC. | 45.54M -2.6M (-5.4%) | 5.81B -448.3M (-7.2%) | 5.11% -0.294 pp | 0.10% -0.011 pp | USD131.01 -2.7% | 6 qtrs — |
| 4 | CAPITAL INTERNATIONAL INVESTORS | 37.17M +5.8M (+18.6%) | 4.74B +665.1M (+16.3%) | 4.17% +0.652 pp | 0.74% +0.085 pp | USD61.77 +106.4% | 24 qtrs — |
| 5 | STATE STREET CORP | 28.37M +266.0K (+0.9%) | 3.62B -35.5M (-1.0%) | 3.18% +0.027 pp | 0.12% -0.005 pp | USD76.52 +66.6% | 30 qtrs — |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 27.01M +2.9M (+12.3%) | 3.44B +316.5M (+10.1%) | 3.03% +0.329 pp | 0.60% +0.056 pp | USD95.78 +33.1% | 22 qtrs — |
| 7 | FMR LLC | 23.68M +2.8M (+13.6%) | 3.02B +310.8M (+11.5%) | 2.66% +0.317 pp | 0.15% +0.013 pp | USD95.92 +32.9% | 30 qtrs — |
| 8 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 18.65M -853.9K (-4.4%) | 2.38B -157.0M (-6.2%) | 2.09% -0.096 pp | 0.77% -0.019 pp | USD85.10 +49.8% | 18 qtrs — |
| 9 | PRINCIPAL FINANCIAL GROUP INC | 18.25M -803.4K (-4.2%) | 2.33B -149.5M (-6.0%) | 2.05% -0.090 pp | 1.19% -0.061 pp | USD35.85 +255.6% | 30 qtrs — |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 15.00M +146.3K (+1.0%) | 1.90B -17.5M (-0.9%) | 1.68% +0.015 pp | 0.12% -0.005 pp | USD69.38 +83.7% | 30 qtrs — |
| 11 | NORGES BANK | 13.46M +13.5M (+100.0%) | 1.72B +1.7B (+100.0%) | 1.51% +1.510 pp | 0.18% +0.184 pp | USD127.48 +0.0% | 1 qtrs NEW |
| 12 | BANK OF AMERICA CORP /DE/ | 10.04M -574.4K (-5.4%) | 1.28B -99.5M (-7.2%) | 1.13% -0.065 pp | 0.09% -0.001 pp | USD67.79 +88.1% | 30 qtrs — |
| 13 | INVESCO LTD. | 9.93M -2.6M (-20.8%) | 1.27B -363.8M (-22.3%) | 1.11% -0.294 pp | 0.19% -0.063 pp | USD62.41 +104.3% | 30 qtrs — |
| 14 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 8.61M +8.5M (+10,957.5%) | 1.10B +1.1B (+10,746.8%) | 0.97% +0.957 pp | 0.69% +0.686 pp | USD127.53 0.0% | 14 qtrs — |
| 15 | FIRST MANHATTAN CO. LLC. | 8.60M +67.4K (+0.8%) | 1.10B -12.5M (-1.1%) | 0.97% +0.008 pp | 2.88% -0.050 pp | USD40.36 +215.9% | 28 qtrs — |
| 16 | AKRE CAPITAL MANAGEMENT LLC | 8.11M -607.2K (-7.0%) | 1.03B -98.9M (-8.7%) | 0.91% -0.069 pp | 11.33% +0.042 pp | USD28.98 +339.9% | 31 qtrs — |
| 17 | MORGAN STANLEY | 7.87M +81.6K (+1.0%) | 1.00B -8.8M (-0.9%) | 0.88% +0.009 pp | 0.06% -0.001 pp | USD84.53 +50.8% | 30 qtrs — |
| 18 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7.04M +696.8K (+11.0%) | 897.08M +73.2M (+8.9%) | 0.79% +0.078 pp | 0.74% +0.060 pp | USD61.37 +107.7% | 30 qtrs — |
| 19 | BROWN ADVISORY INC | 6.91M -767.8K (-10.0%) | 880.94M -116.8M (-11.7%) | 0.78% -0.087 pp | 1.23% -0.070 pp | USD82.07 +55.3% | 30 qtrs — |
| 20 | CAPITAL WORLD INVESTORS | 6.57M -4.1M (-38.6%) | 837.15M -553.0M (-39.8%) | 0.74% -0.464 pp | 0.11% -0.076 pp | USD68.06 +87.3% | 20 qtrs — |
| 21 | NUVEEN, LLC | 6.32M -305.3K (-4.6%) | 806.21M -55.3M (-6.4%) | 0.71% -0.035 pp | 0.21% -0.016 pp | USD115.61 +10.3% | 4 qtrs — |
| 22 | NORTHERN TRUST CORP | 5.98M -78.8K (-1.3%) | 762.58M -25.0M (-3.2%) | 0.67% -0.009 pp | 0.10% -0.004 pp | USD69.03 +84.7% | 30 qtrs — |
| 23 | CAPITAL RESEARCH GLOBAL INVESTORS | 5.60M +23.5K (+0.4%) | 714.19M -10.8M (-1.5%) | 0.63% +0.002 pp | 0.13% -0.004 pp | USD123.68 +3.1% | 11 qtrs — |
| 24 | LONE PINE CAPITAL LLC | 5.00M +920.5K (+22.6%) | 637.54M +107.3M (+20.2%) | 0.56% +0.104 pp | 4.68% +0.826 pp | USD82.42 +54.7% | 12 qtrs — |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4.87M +129.7K (+2.7%) | 620.35M +4.8M (+0.8%) | 0.55% +0.014 pp | 0.10% -0.002 pp | USD82.89 +53.8% | 30 qtrs — |
| 26 | LEGAL & GENERAL GROUP PLC | 4.72M +80.4K (+1.7%) | 602.01M -1.2M (-0.2%) | 0.53% +0.009 pp | 0.13% -0.002 pp | USD41.52 +207.0% | 30 qtrs — |
| 27 | PRICE T ROWE ASSOCIATES INC /MD/ | 4.40M +1.3M (+41.7%) | 561.16M +157.4M (+39.0%) | 0.49% +0.146 pp | 0.06% +0.017 pp | USD103.00 +23.8% | 30 qtrs — |
| 28 | GOLDMAN SACHS GROUP INC | 4.25M +196.0K (+4.8%) | 541.39M +15.0M (+2.8%) | 0.48% +0.022 pp | 0.07% +0.002 pp | USD93.00 +37.1% | 30 qtrs — |
| 29 | VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 3.88M +79.4K (+2.1%) | 494.34M +746.2K (+0.2%) | 0.44% +0.009 pp | 4.23% -0.172 pp | USD71.42 +78.5% | 12 qtrs — |
| 30 | BANK OF NEW YORK MELLON CORP | 3.44M -165.7K (-4.6%) | 437.93M -30.0M (-6.4%) | 0.39% -0.019 pp | 0.08% -0.013 pp | USD66.38 +92.0% | 30 qtrs — |
| 31 | UBS ASSET MANAGEMENT AMERICAS INC | 3.30M -30.1K (-0.9%) | 420.28M -12.1M (-2.8%) | 0.37% -0.004 pp | 0.09% -0.005 pp | USD82.50 +54.5% | 30 qtrs — |
| 32 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 3.10M +84.1K (+2.8%) | 395.30M +3.3M (+0.8%) | 0.35% +0.009 pp | 0.05% +0.001 pp | USD122.42 +4.1% | 30 qtrs — |
| 33 | WELLS FARGO & COMPANY/MN | 2.68M +570.2K (+27.0%) | 341.79M +67.5M (+24.6%) | 0.30% +0.064 pp | 0.06% +0.010 pp | USD76.28 +67.1% | 30 qtrs — |
| 34 | ROYAL BANK OF CANADA | 2.67M +539.6K (+25.3%) | 340.14M +63.5M (+23.0%) | 0.30% +0.060 pp | 0.06% +0.010 pp | USD108.44 +17.6% | 30 qtrs — |
| 35 | JPMORGAN CHASE & CO | 2.26M -2.0M (-46.4%) | 288.58M -260.5M (-47.4%) | 0.25% -0.220 pp | 0.02% -0.015 pp | USD96.28 +32.4% | 30 qtrs — |
| 36 | AMUNDI | 2.25M +637.5K (+39.4%) | 287.31M +82.3M (+40.1%) | 0.25% +0.072 pp | 0.08% +0.012 pp | USD115.05 +10.8% | 19 qtrs — |
| 37 | WINSLOW CAPITAL MANAGEMENT, LLC | 2.11M +2.1M (+16,061.7%) | 270.21M +268.5M (+15,792.5%) | 0.24% +0.236 pp | 0.91% +0.901 pp | USD127.37 +0.1% | 9 qtrs — |
| 38 | DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 2.08M -3.2M (-60.4%) | 264.98M -416.3M (-61.1%) | 0.23% -0.355 pp | 0.23% -0.368 pp | USD130.64 -2.4% | 8 qtrs — |
| 39 | FARALLON CAPITAL MANAGEMENT LLC | 2.02M +2.0M (+100.0%) | 257.22M +257.2M (+100.0%) | 0.23% +0.227 pp | 1.21% +1.214 pp | USD127.48 +0.0% | 1 qtrs NEW |
| 40 | BARCLAYS PLC | 2.00M -328.0K (-14.1%) | 254.73M -49.0M (-16.1%) | 0.22% -0.037 pp | 0.06% -0.017 pp | USD102.05 +24.9% | 30 qtrs — |
| 41 | JENNISON ASSOCIATES LLC | 1.98M -41.1K (-2.0%) | 252.27M -10.2M (-3.9%) | 0.22% -0.005 pp | 0.15% -0.001 pp | USD114.84 +11.0% | 25 qtrs — |
| 42 | ENSIGN PEAK ADVISORS, INC | 1.92M -136.2K (-6.6%) | 245.09M -22.4M (-8.4%) | 0.22% -0.016 pp | 0.43% -0.006 pp | USD120.42 +5.9% | 22 qtrs — |
| 43 | VICTORY CAPITAL MANAGEMENT INC | 1.88M -410.5K (-17.9%) | 239.43M -57.8M (-19.4%) | 0.21% -0.046 pp | 0.14% -0.039 pp | USD128.76 -1.0% | 23 qtrs — |
| 44 | AMERIPRISE FINANCIAL INC | 1.79M -86.4K (-4.6%) | 227.93M -15.6M (-6.4%) | 0.20% -0.010 pp | 0.05% -0.004 pp | USD93.28 +36.7% | 30 qtrs — |
| 45 | ENVESTNET ASSET MANAGEMENT INC | 1.76M +554.6K (+46.1%) | 224.21M +67.7M (+43.3%) | 0.20% +0.062 pp | 0.07% +0.022 pp | USD94.01 +35.6% | 29 qtrs — |
| 46 | DIMENSIONAL FUND ADVISORS LP | 1.73M +81.1K (+4.9%) | 220.12M +6.2M (+2.9%) | 0.19% +0.009 pp | 0.05% +0.000 pp | USD58.65 +117.4% | 27 qtrs — |
| 47 | UBS GROUP AG | 1.70M -442.8K (-20.6%) | 217.32M -61.7M (-22.1%) | 0.19% -0.050 pp | 0.04% -0.009 pp | USD99.72 +27.8% | 30 qtrs — |
| 48 | UNISPHERE ESTABLISHMENT | 1.56M +211.5K (+15.7%) | 198.66M +23.6M (+13.5%) | 0.18% +0.024 pp | 1.49% +0.113 pp | USD117.89 +8.1% | 9 qtrs — |
| 49 | NATIONAL PENSION SERVICE | 1.52M +91.0K (+6.4%) | 193.93M +8.1M (+4.3%) | 0.17% +0.010 pp | 0.14% -0.001 pp | USD74.38 +71.4% | 27 qtrs — |
| 50 | RATHBONES GROUP PLC | 1.50M +686.2K (+84.3%) | 191.29M +85.5M (+80.8%) | 0.17% +0.077 pp | 0.76% +0.328 pp | USD128.39 -0.7% | 26 qtrs — |
| 51 | CI INVESTMENTS INC. | 1.45M -290.9K (-16.7%) | 185.41M -41.4M (-18.3%) | 0.16% -0.033 pp | 0.81% -0.012 pp | USD54.28 +134.9% | 30 qtrs — |
| 52 | MARKEL GROUP INC. | 1.45M +— (+0.0%) | 185.08M -3.6M (-1.9%) | 0.16% 0.000 pp | 1.48% -0.056 pp | USD28.63 +345.3% | 30 qtrs — |
| 53 | DEUTSCHE BANK AG\ | 1.42M -615.7K (-30.3%) | 180.69M -83.5M (-31.6%) | 0.16% -0.069 pp | 0.06% -0.030 pp | USD121.13 +5.2% | 30 qtrs — |
| 54 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 1.38M +63.1K (+4.8%) | 177.48M +6.7M (+4.0%) | 0.15% +0.007 pp | 0.12% -0.003 pp | USD102.41 +24.5% | 28 qtrs — |
| 55 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 1.39M -50.1K (-3.5%) | 177.14M -9.9M (-5.3%) | 0.16% -0.006 pp | 0.10% -0.004 pp | USD39.63 +221.7% | 28 qtrs — |
| 56 | HSBC HOLDINGS PLC | 1.37M +126.9K (+10.2%) | 174.95M +14.5M (+9.0%) | 0.15% +0.014 pp | 0.09% +0.001 pp | USD102.81 +24.0% | 30 qtrs — |
| 57 | FRANKLIN RESOURCES INC | 1.33M -3.7K (-0.3%) | 169.91M -3.8M (-2.2%) | 0.15% -0.001 pp | 0.04% -0.002 pp | USD113.84 +12.0% | 30 qtrs — |
| 58 | TEMASEK HOLDINGS (PRIVATE) LTD | 1.33M +1.0M (+344.4%) | 169.87M +130.9M (+336.0%) | 0.15% +0.116 pp | 0.54% +0.404 pp | USD126.41 +0.8% | 4 qtrs — |
| 59 | BESSEMER GROUP INC | 1.29M +211.2K (+19.7%) | 163.83M +24.3M (+17.4%) | 0.14% +0.024 pp | 0.25% +0.038 pp | USD107.84 +18.2% | 20 qtrs — |
| 60 | HUDSON WAY CAPITAL MANAGEMENT LLC | 1.28M -118.7K (-8.5%) | 163.71M -18.6M (-10.2%) | 0.14% -0.013 pp | 13.01% -2.447 pp | USD80.38 +58.6% | 30 qtrs — |
| 61 | D. E. SHAW & CO., INC. | 1.26M +1.1M (+1,076.0%) | 160.20M +146.3M (+1,053.6%) | 0.14% +0.129 pp | 0.09% +0.080 pp | USD127.45 +0.0% | 4 qtrs — |
| 62 | CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 1.22M +14.1K (+1.2%) | 155.39M -1.2M (-0.8%) | 0.14% +0.002 pp | 0.09% -0.005 pp | USD70.45 +81.0% | 30 qtrs — |
| 63 | BNP PARIBAS ARBITRAGE, SNC | 1.20M +249.4K (+26.3%) | 152.51M +29.5M (+23.9%) | 0.13% +0.028 pp | 0.07% +0.003 pp | USD111.60 +14.2% | 30 qtrs — |
| 64 | GABELLI FUNDS LLC | 1.08M -9.2K (-0.9%) | 137.08M -3.9M (-2.7%) | 0.12% -0.001 pp | 0.93% -0.026 pp | USD45.89 +177.8% | 30 qtrs — |
| 65 | CITIGROUP INC | 1.07M +130.8K (+13.9%) | 136.99M +14.3M (+11.7%) | 0.12% +0.015 pp | 0.06% +0.006 pp | USD124.48 +2.4% | 30 qtrs — |
| 66 | BANK OF MONTREAL /CAN/ | 1.05M +34.4K (+3.4%) | 134.28M +1.9M (+1.4%) | 0.12% +0.004 pp | 0.05% -0.004 pp | USD72.51 +75.8% | 30 qtrs — |
| 67 | RHUMBLINE ADVISERS | 1.04M -29.7K (-2.8%) | 132.98M -6.4M (-4.6%) | 0.12% -0.003 pp | 0.11% -0.005 pp | USD61.35 +107.8% | 26 qtrs — |
| 68 | SEI INVESTMENTS CO | 1.03M +564.6K (+121.3%) | 131.31M +70.8M (+117.1%) | 0.12% +0.063 pp | 0.13% +0.065 pp | USD109.43 +16.5% | 30 qtrs — |
| 69 | CLOSE ASSET MANAGEMENT LTD | 1.01M -503.9K (-33.3%) | 128.90M -67.9M (-34.5%) | 0.11% -0.057 pp | 2.86% -1.519 pp | USD127.56 -0.1% | 30 qtrs — |
| 70 | RAYMOND JAMES FINANCIAL INC | 1.01M -54.2K (-5.1%) | 128.15M -9.5M (-6.9%) | 0.11% -0.006 pp | 0.04% -0.004 pp | USD147.60 -13.6% | 5 qtrs — |
| 71 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 925.9K -19.9K (-2.1%) | 118.03M -4.9M (-4.0%) | 0.10% -0.002 pp | 0.12% -0.008 pp | USD41.56 +206.7% | 27 qtrs — |
| 72 | CREDIT AGRICOLE S A | 839.1K +138.1K (+19.7%) | 106.97M +15.9M (+17.4%) | 0.09% +0.016 pp | 0.24% +0.002 pp | USD129.54 -1.6% | 2 qtrs — |
| 73 | SQUAREPOINT OPS LLC | 813.3K +413.5K (+103.4%) | 103.68M +51.7M (+99.6%) | 0.09% +0.046 pp | 0.11% +0.058 pp | USD134.67 -5.3% | 8 qtrs — |
| 74 | NEUBERGER BERMAN GROUP LLC | 801.2K -132.9K (-14.2%) | 102.14M -19.2M (-15.9%) | 0.09% -0.015 pp | 0.08% -0.013 pp | USD123.71 +3.0% | 23 qtrs — |
| 75 | ALLIANCEBERNSTEIN L.P. | 758.2K -10.2K (-1.3%) | 96.66M -3.2M (-3.2%) | 0.09% -0.001 pp | 0.03% -0.001 pp | USD91.16 +39.8% | 30 qtrs — |
| 76 | AMERICAN CENTURY COMPANIES INC | 752.3K -808.0 (-0.1%) | 95.90M -2.0M (-2.0%) | 0.08% 0.000 pp | 0.05% -0.002 pp | USD137.51 -7.3% | 23 qtrs — |
| 77 | NATIXIS ADVISORS, L.P. | 735.3K -41.8K (-5.4%) | 93.74M -7.3M (-7.2%) | 0.08% -0.005 pp | 0.13% -0.015 pp | USD83.29 +53.1% | 27 qtrs — |
| 78 | CANADA PENSION PLAN INVESTMENT BOARD | 732.3K -382.9K (-34.3%) | 93.36M -51.6M (-35.6%) | 0.08% -0.043 pp | 0.06% -0.039 pp | USD104.27 +22.3% | 21 qtrs — |
| 79 | KOREA INVESTMENT CORP | 729.6K -164.0K (-18.3%) | 93.01M -23.1M (-19.9%) | 0.08% -0.019 pp | 0.18% -0.056 pp | USD98.82 +29.0% | 28 qtrs — |
| 80 | NEW YORK STATE COMMON RETIREMENT FUND | 724.0K -10.6K (-1.4%) | 92.29M -3.2M (-3.3%) | 0.08% -0.001 pp | 0.12% 0.000 pp | USD68.64 +85.7% | 28 qtrs — |
| 81 | HOLOCENE ADVISORS, LP | 714.7K +97.8K (+15.9%) | 91.10M +10.9M (+13.7%) | 0.08% +0.011 pp | 0.19% +0.009 pp | USD93.73 +36.0% | 22 qtrs — |
| 82 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 686.6K -551.9K (-44.6%) | 87.58M -78.8M (-47.4%) | 0.08% -0.062 pp | 0.15% -0.086 pp | USD100.31 +27.1% | 30 qtrs — |
| 83 | LPL FINANCIAL LLC | 678.3K -88.0K (-11.5%) | 86.46M -13.1M (-13.2%) | 0.08% -0.010 pp | 0.02% -0.005 pp | USD101.36 +25.8% | 30 qtrs — |
| 84 | CITADEL ADVISORS LLC | 649.5K -50.1K (-7.2%) | 82.80M -8.1M (-8.9%) | 0.07% -0.006 pp | 0.01% -0.001 pp | USD104.22 +22.3% | 30 qtrs — |
| 85 | ASSENAGON ASSET MANAGEMENT S.A. | 638.6K -216.3K (-25.3%) | 81.40M -29.7M (-26.7%) | 0.07% -0.024 pp | 0.11% -0.040 pp | USD134.01 -4.9% | 20 qtrs — |
| 86 | TREDJE AP-FONDEN | 637.8K +161.8K (+34.0%) | 81.30M +19.5M (+31.5%) | 0.07% +0.018 pp | 0.61% +0.116 pp | USD125.50 +1.6% | 18 qtrs — |
| 87 | VIDENT ADVISORY, LLC | 621.9K +27.9K (+4.7%) | 79.28M +2.1M (+2.7%) | 0.07% +0.003 pp | 0.72% -0.016 pp | USD138.88 -8.2% | 10 qtrs — |
| 88 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 620.4K -56.5K (-8.3%) | 79.09M -8.9M (-10.1%) | 0.07% -0.006 pp | 0.12% -0.020 pp | USD109.69 +16.2% | 8 qtrs — |
| 89 | PORTMAN SQUARE CAPITAL LLP | 611.8K -333.9K (-35.3%) | 77.99M -44.9M (-36.5%) | 0.07% -0.038 pp | 3.45% -1.990 pp | USD122.14 +4.4% | 4 qtrs — |
| 90 | MEITAV INVESTMENT HOUSE LTD | 592.2K +155.7K (+35.7%) | 75.49M +18.9M (+33.3%) | 0.07% +0.017 pp | 0.87% +0.123 pp | USD88.56 +43.9% | 20 qtrs — |
| 91 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 591.3K -27.0K (-4.4%) | 75.38M -5.0M (-6.2%) | 0.07% -0.003 pp | 0.13% -0.007 pp | USD39.61 +221.8% | 27 qtrs — |
| 92 | BANK OF NOVA SCOTIA | 584.1K +469.2K (+408.4%) | 74.46M +59.5M (+398.8%) | 0.07% +0.053 pp | 0.11% +0.084 pp | USD126.91 +0.4% | 13 qtrs — |
| 93 | NATIONAL BANK OF CANADA /FI/ | 560.9K +68.9K (+14.0%) | 71.46M +7.5M (+11.8%) | 0.06% +0.008 pp | 0.07% +0.001 pp | USD98.89 +28.9% | 17 qtrs — |
| 94 | WESTFIELD CAPITAL MANAGEMENT CO LP | 546.5K -126.4K (-18.8%) | 69.67M -17.8M (-20.3%) | 0.06% -0.014 pp | 0.29% -0.077 pp | USD129.95 -1.9% | 2 qtrs — |
| 95 | BALYASNY ASSET MANAGEMENT L.P. | 520.9K -397.9K (-43.3%) | 66.41M -53.0M (-44.4%) | 0.06% -0.045 pp | 0.08% -0.067 pp | USD128.43 -0.7% | 14 qtrs — |
| 96 | AVIVA PLC | 520.8K +25.0K (+5.0%) | 66.40M +2.0M (+3.0%) | 0.06% +0.003 pp | 0.11% -0.005 pp | USD120.79 +5.5% | 22 qtrs — |
| 97 | CAPITAL INTERNATIONAL, INC./CA/ | 519.2K +114.5K (+28.3%) | 66.18M +13.6M (+25.8%) | 0.06% +0.013 pp | 0.52% +0.100 pp | USD96.34 +32.3% | 12 qtrs — |
Ownership breakdown by holder
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
2
Sells
0
Shares acquired
950.0K
Shares disposed
—
Cash buys
—
Cash sales
—
Net activity
+950,000
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-29 | Sudol Kathryn King | Officer | A-Award | A | Restricted Holdings Units | 300,000 | 0.00 | — | 300,000 | D | ↗ |
| 2026-04-29 | Lewin Robert H | Officer | A-Award | A | Restricted Holdings Units | 650,000 | 0.00 | — | 650,000 | D | ↗ |
| 2026-03-04 | BARAKETT TIMOTHY R | Director | P-Purchase | A | Common Stock | 50,000 | 94.47 | 4.72M | 285,000 | I | ↗ |
| 2026-03-02 | Dillon Mary N | Director | P-Purchase | A | Common Stock | 22,225 | 90.96 | 2.02M | 49,610 | I | ↗ |
| 2026-02-27 | NUTTALL SCOTT C | Director / Officer | P-Purchase | A | Common Stock | 50,000 | 87.81 | 4.39M | 14,406,748 | D | ↗ |
| 2026-02-27 | BAE JOSEPH Y | Director / Officer | P-Purchase | A | Common Stock | 50,000 | 88.56 | 4.43M | 559,257 | I | ↗ |
| 2026-02-17 | NUTTALL SCOTT C | Director / Officer | P-Purchase | A | Common Stock | 34,761 | 102.13 | 3.55M | 15,413,509 | D | ↗ |
| 2026-02-17 | Cohler Matt | Director | P-Purchase | A | Common Stock | 43,872 | 102.90 | 4.51M | 45,477 | D | ↗ |
| 2026-02-17 | BAE JOSEPH Y | Director / Officer | P-Purchase | A | Common Stock | 22,801 | 100.39 | 2.29M | 407,058 | I | ↗ |
| 2026-02-09 | BARAKETT TIMOTHY R | Director | P-Purchase | A | Common Stock | 50,000 | 104.93 | 5.25M | 235,000 | I | ↗ |
| 2025-12-11 | Spiegel Evan | Director | A-Award | A | Common Stock | 1,605 | 0.00 | — | 12,485 | D | ↗ |
| 2025-12-11 | SCULLY ROBERT W | Director | A-Award | A | Common Stock | 1,605 | 0.00 | — | 95,464 | D | ↗ |
| 2025-12-11 | Ross Kimberly A. | Director | A-Award | A | Common Stock | 1,605 | 0.00 | — | 5,872 | D | ↗ |
| 2025-12-11 | RUSSO PATRICIA F | Director | A-Award | A | Common Stock | 1,605 | 0.00 | — | 88,464 | D | ↗ |
| 2025-12-11 | NIEL XAVIER BRUNO | Director | A-Award | A | Common Stock | 1,605 | 0.00 | — | 31,878 | D | ↗ |
| 2025-12-11 | Gutierrez Arturo | Director | A-Award | A | Common Stock | 1,605 | 0.00 | — | 14,385 | D | ↗ |
| 2025-12-11 | Dillon Mary N | Director | A-Award | A | Common Stock | 1,605 | 0.00 | — | 1,605 | D | ↗ |
| 2025-12-11 | Cohler Matt | Director | A-Award | A | Common Stock | 1,605 | 0.00 | — | 1,605 | D | ↗ |
| 2025-12-11 | Brown Adriane M | Director | A-Award | A | Common Stock | 1,605 | 0.00 | — | 13,270 | D | ↗ |
| 2025-12-11 | BARAKETT TIMOTHY R | Director | A-Award | A | Common Stock | 1,605 | 0.00 | — | 2,771 | D | ↗ |
| 2025-12-11 | ARNOLD CRAIG | Director | A-Award | A | Common Stock | 1,605 | 0.00 | — | 1,847 | D | ↗ |
| 2025-11-12 | KRAVIS HENRY R | Director / Officer | G-Gift | D | Common Stock | 350,000 | 0.00 | — | 5,460,000 | I | ↗ |
| 2025-09-23 | ARNOLD CRAIG | Director | A-Award | A | Common Stock | 242 | 0.00 | — | 242 | D | ↗ |
| 2025-09-02 | NUTTALL SCOTT C | Director / Officer | G-Gift | D | Common Stock | 194,000 | 0.00 | — | 1,702,400 | I | ↗ |
| 2025-08-29 | BAE JOSEPH Y | Director / Officer | G-Gift | A | Common Stock | 398,335 | 0.00 | — | 1,952,902 | I | ↗ |
| 2025-08-13 | Lewin Robert H | Officer | G-Gift | D | Common Stock | 2,500 | 0.00 | — | 1,196,726 | D | ↗ |
| 2025-08-08 | BAE JOSEPH Y | Director / Officer | J-Other | A | Common Stock | 1,592 | 0.00 | — | 7,166 | I | ↗ |
| 2025-08-07 | ROBERTS GEORGE R | Director / Officer | S-Sale | D | Common Stock | 809,906 | 144.25 | 116.83M | 81,361,978 | I | ↗ |
| 2025-06-02 | ROBERTS GEORGE R | Director / Officer | S-Sale | D | Common Stock | 1,190,094 | 119.80 | 142.57M | 82,171,884 | I | ↗ |
| 2025-06-02 | KRAVIS HENRY R | Director / Officer | S-Sale | D | Common Stock | 1,150,469 | 119.80 | 137.83M | 73,006,022 | D | ↗ |
| 2025-05-22 | BARAKETT TIMOTHY R | Director | P-Purchase | A | Common Stock | 35,000 | 117.92 | 4.13M | 185,000 | I | ↗ |
| 2025-05-16 | ROBERTS GEORGE R | Director / Officer / 10% Owner | G-Gift | D | Common Stock | 200,000 | 0.00 | — | 1,200,000 | I | ↗ |
| 2025-05-15 | NUTTALL SCOTT C | Director / Officer | G-Gift | D | Common Stock | 47,001 | 0.00 | — | 1,497,723 | I | ↗ |
| 2025-05-15 | Lewin Robert H | Officer | G-Gift | D | Common Stock | 10,000 | 0.00 | — | 1,199,226 | D | ↗ |
| 2025-05-15 | KRAVIS HENRY R | Director / Officer | J-Other | D | Common Stock | 250,377 | 0.00 | — | 1,549,369 | I | ↗ |
| 2025-05-15 | BAE JOSEPH Y | Director / Officer | J-Other | A | Common Stock | 3,184 | 0.00 | — | 7,166 | I | ↗ |
| 2025-05-06 | SCULLY ROBERT W | Director | P-Purchase | A | Common Stock | 13,250 | 113.49 | 1.50M | 13,250 | I | ↗ |
| 2025-03-13 | KRAVIS HENRY R | Director / Officer | G-Gift | D | Common Stock | 208,676 | 0.00 | — | 0 | I | ↗ |
| 2025-03-13 | BARAKETT TIMOTHY R | Director | A-Award | A | Common Stock | 1,166 | 0.00 | — | 1,166 | D | ↗ |
| 2024-12-12 | Spiegel Evan | Director | A-Award | A | Common Stock | 1,238 | 0.00 | — | 10,880 | D | ↗ |
| 2024-12-12 | SCULLY ROBERT W | Director | A-Award | A | Common Stock | 1,238 | 0.00 | — | 93,859 | D | ↗ |
| 2024-12-12 | Ross Kimberly A. | Director | A-Award | A | Common Stock | 1,238 | 0.00 | — | 4,267 | D | ↗ |
| 2024-12-12 | RUSSO PATRICIA F | Director | A-Award | A | Common Stock | 1,238 | 0.00 | — | 86,859 | D | ↗ |
| 2024-12-12 | NIEL XAVIER BRUNO | Director | A-Award | A | Common Stock | 1,238 | 0.00 | — | 30,273 | D | ↗ |
| 2024-12-12 | Gutierrez Arturo | Director | A-Award | A | Common Stock | 1,238 | 0.00 | — | 12,780 | D | ↗ |
| 2024-12-12 | Dillon Mary N | Director | A-Award | A | Common Stock | 1,238 | 0.00 | — | 4,267 | D | ↗ |
| 2024-12-12 | Cohler Matt | Director | A-Award | A | Common Stock | 1,238 | 0.00 | — | 1,238 | D | ↗ |
| 2024-12-12 | Brown Adriane M | Director | A-Award | A | Common Stock | 1,238 | 0.00 | — | 11,665 | D | ↗ |
| 2024-11-27 | NUTTALL SCOTT C | Director / Officer | G-Gift | A | Common Stock | 569,200 | 0.00 | — | 941,870 | I | ↗ |
| 2024-11-22 | BAE JOSEPH Y | Director / Officer | G-Gift | D | Common Stock | 1,069,162 | 0.00 | — | 1,083,608 | I | ↗ |
| 2024-08-28 | NUTTALL SCOTT C | Director / Officer | G-Gift | D | Common Stock | 372,670 | 0.00 | — | 1,297,600 | — | ↗ |
| 2024-08-15 | BAE JOSEPH Y | Director / Officer | G-Gift | D | Common Stock | 485,405 | 0.00 | — | 2,708,559 | — | ↗ |
| 2024-03-06 | KRAVIS HENRY R | Director / Officer | G-Gift | D | Common Stock | 500,000 | 0.00 | — | 5,810,000 | — | ↗ |
| 2023-12-29 | KKR Alternative Assets LLC | 10% Owner | J-Other | A | Class I Common Stock, par value $0.001 per share | 105,913 | 27.00 | 2.86M | 7,430,497 | — | ↗ |
| 2023-12-29 | HOLMES DANE E | Officer | — | D | Common Stock | 0 | 0.00 | — | 8,513 | — | ↗ |
| 2023-11-30 | KKR Alternative Assets LLC | 10% Owner | J-Other | A | Class I Common Stock, par value $0.001 per share | 50,810 | 27.65 | 1.40M | 7,324,585 | — | ↗ |
| 2023-11-15 | KKR Group Partnership L.P. | 10% Owner | C-Conversion | D | Crescent Energy OpCo LLC Units | 3,000,000 | 0.00 | — | 51,234,496 | — | ↗ |
| 2023-10-31 | KKR Alternative Assets LLC | 10% Owner | J-Other | A | Class I Common Stock, par value $0.001 per share | 52,439 | 28.21 | 1.48M | 7,273,775 | — | ↗ |
| 2023-10-02 | Spiegel Evan | Director | A-Award | A | Common Stock | 3,029 | 0.00 | — | 9,642 | — | ↗ |
| 2023-10-02 | SCULLY ROBERT W | Director | A-Award | A | Common Stock | 3,029 | 0.00 | — | 92,621 | — | ↗ |
| 2023-10-02 | Ross Kimberly A. | Director | A-Award | A | Common Stock | 3,029 | 0.00 | — | 3,029 | — | ↗ |
| 2023-10-02 | RUSSO PATRICIA F | Director | A-Award | A | Common Stock | 3,029 | 0.00 | — | 85,621 | — | ↗ |
| 2023-10-02 | NIEL XAVIER BRUNO | Director | A-Award | A | Common Stock | 3,029 | 0.00 | — | 29,035 | — | ↗ |
| 2023-10-02 | HOLMES DANE E | Director | A-Award | A | Common Stock | 3,029 | 0.00 | — | 11,542 | — | ↗ |
| 2023-10-02 | Gutierrez Arturo | Director | A-Award | A | Common Stock | 3,029 | 0.00 | — | 11,542 | — | ↗ |
| 2023-10-02 | Dillon Mary N | Director | A-Award | A | Common Stock | 3,029 | 0.00 | — | 3,029 | — | ↗ |
| 2023-10-02 | Cohler Matt | Director | A-Award | A | Common Stock | 3,029 | 0.00 | — | 3,029 | — | ↗ |
| 2023-10-02 | Brown Adriane M | Director | A-Award | A | Common Stock | 3,029 | 0.00 | — | 10,427 | — | ↗ |
| 2023-09-30 | KKR Alternative Assets LLC | 10% Owner | J-Other | A | Class I Common Stock, par value $0.001 per share | 101,672 | 28.52 | 2.90M | 7,221,336 | — | ↗ |
| 2023-09-20 | Ross Kimberly A. | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-08-31 | KKR Alternative Assets LLC | 10% Owner | J-Other | A | Class I Common Stock, par value $0.001 per share | 53,174 | 28.55 | 1.52M | 7,119,664 | — | ↗ |
| 2023-08-21 | KKR Group Partnership L.P. | 10% Owner | J-Other | D | Class A Common Stock | 120,437 | 0.00 | — | 4,449,890 | — | ↗ |
| 2023-08-14 | KKR Group Partnership L.P. | 10% Owner | G-Gift | D | Class A Common Stock | 4,052 | 0.00 | — | 0 | — | ↗ |
| 2023-08-04 | Sudol Kathryn King | Officer | A-Award | A | Restricted Holdings Units | 100,000 | 0.00 | — | 100,000 | — | ↗ |
| 2023-08-04 | Stork Ryan | Officer | A-Award | A | Restricted Holdings Units | 200,000 | 0.00 | — | 200,000 | — | ↗ |
| 2023-08-04 | Lewin Robert H | Officer | A-Award | A | Restricted Holdings Units | 500,000 | 0.00 | — | 500,000 | — | ↗ |
| 2023-07-31 | KKR Alternative Assets LLC | 10% Owner | J-Other | A | Class I Common Stock, par value $0.001 per share | 53,480 | 28.71 | 1.54M | 7,066,490 | — | ↗ |
| 2023-07-21 | KKR Phorm Investors L.P. | 10% Owner | P-Purchase | A | Common Stock | 1,735,988 | 3.30 | 5.73M | 24,411,968 | — | ↗ |
| 2023-07-03 | KKR Group Partnership L.P. | 10% Owner | J-Other | D | Class A Common Stock | 27,597,199 | 0.00 | — | 0 | — | ↗ |
| 2023-06-30 | KKR Group Partnership L.P. | 10% Owner | C-Conversion | A | Class A Common Stock | 27,597,199 | 0.00 | — | 27,597,199 | — | ↗ |
| 2023-06-30 | KKR Alternative Assets LLC | 10% Owner | J-Other | A | Class I Common Stock, par value $0.001 per share | 114,048 | 28.85 | 3.29M | 7,013,010 | — | ↗ |
| 2023-06-01 | KKR Group Partnership L.P. | 10% Owner | G-Gift | D | Class A Common Stock | 6,079 | 0.00 | — | 0 | — | ↗ |
| 2023-05-31 | KKR Alternative Assets LLC | 10% Owner | J-Other | A | Class I Common Stock, par value $0.001 per share | 55,244 | 29.26 | 1.62M | 6,898,962 | — | ↗ |
| 2023-05-30 | KKR Alternative Assets LLC | 10% Owner | P-Purchase | A | Common Shares of Beneficial Interest | 27,315 | 26.15 | 714.3K | 484,458 | — | ↗ |
| 2023-05-29 | KKR Alternative Assets LLC | 10% Owner | — | I | Common Shares of Beneficial Interest | 0 | 0.00 | — | 457,143 | — | ↗ |
| 2023-05-17 | KKR Group Partnership L.P. | 10% Owner | S-Sale | D | Class A Common Stock | 15,952,381 | 21.00 | 335.00M | 44,782,619 | — | ↗ |
| 2023-04-30 | KKR Alternative Assets LLC | 10% Owner | J-Other | A | Class I Common Stock, par value $0.001 per share | 53,597 | 30.11 | 1.61M | 6,843,718 | — | ↗ |
| 2023-03-31 | KKR Alternative Assets LLC | 10% Owner | J-Other | A | Class I Common Stock, par value $0.001 per share | 116,154 | 30.56 | 3.55M | 6,790,120 | — | ↗ |
| 2023-03-07 | KKR Group Partnership L.P. | 10% Owner | C-Conversion | D | Series A Convertible Preferred Stock | 161,237 | 21.50 | 3.47M | 371,044 | — | ↗ |
| 2023-03-02 | Sorkin David | Officer | S-Sale | D | Common Stock | 39,900 | 55.44 | 2.21M | 1,434,244 | — | ↗ |
| 2023-02-28 | KKR Alternative Assets LLC | 10% Owner | J-Other | A | Class I Common Stock, par value $0.001 per share | 49,666 | 30.01 | 1.49M | 6,673,966 | — | ↗ |
| 2023-02-01 | KKR Group Partnership L.P. | 10% Owner | D-Return | D | Class B Common Stock | 14,067,702 | 0.00 | — | 0 | — | ↗ |
| 2023-01-31 | KKR Alternative Assets LLC | 10% Owner | J-Other | A | Class I Common Stock, par value $0.001 per share | 54,873 | 30.42 | 1.67M | 6,624,300 | — | ↗ |
| 2022-12-31 | ROBERTS GEORGE R | Director / Officer / 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 83,361,978 | — | ↗ |
| 2022-12-31 | NUTTALL SCOTT C | Director / Officer | — | I | Common Stock | 0 | 0.00 | — | 2,000,000 | — | ↗ |
| 2022-12-31 | KKR Alternative Assets LLC | Director | J-Other | A | Class I Common Stock, par value $0.001 per share | 116,329 | 30.39 | 3.54M | 6,569,427 | — | ↗ |
| 2022-12-31 | BAE JOSEPH Y | Director / Officer | — | D | Common Stock | 0 | 0.00 | — | 4,250,363 | — | ↗ |
| 2022-12-07 | Sorkin David | Director / Officer | D-Return | D | Restricted Holdings Units | 150,000 | 0.00 | — | 150,000 | — | ↗ |
| 2022-12-01 | KKR Group Partnership L.P. | Director | C-Conversion | D | Class B Common Stock | 12,048,193 | 0.00 | — | 14,067,702 | — | ↗ |
| 2022-11-30 | KKR Alternative Assets LLC | Director | J-Other | A | Class I Common Stock, par value $0.001 per share | 52,818 | 30.84 | 1.63M | 6,453,098 | — | ↗ |
| 2022-11-22 | KKR Group Partnership L.P. | 10% Owner | S-Sale | D | Common Stock | 1,050,119 | 9.41 | 9.88M | 0 | — | ↗ |
| 2022-10-31 | KKR Alternative Assets LLC | Director | J-Other | A | Class I Common Stock, par value $0.001 per share | 52,184 | 31.33 | 1.63M | 6,400,280 | — | ↗ |
| 2022-10-20 | Spiegel Evan | Director | A-Award | A | Common Stock | 4,134 | 0.00 | — | 6,613 | — | ↗ |
| 2022-10-20 | SCULLY ROBERT W | Director | A-Award | A | Common Stock | 4,134 | 0.00 | — | 89,592 | — | ↗ |
| 2022-10-20 | RUSSO PATRICIA F | Director | A-Award | A | Common Stock | 4,134 | 0.00 | — | 82,592 | — | ↗ |
| 2022-10-20 | NIEL XAVIER BRUNO | Director | A-Award | A | Common Stock | 4,134 | 0.00 | — | 26,006 | — | ↗ |
| 2022-10-20 | McGuire Raymond J | Director | A-Award | A | Common Stock | 4,134 | 0.00 | — | 5,336 | — | ↗ |
| 2022-10-20 | HOLMES DANE E | Director | A-Award | A | Common Stock | 4,134 | 0.00 | — | 8,513 | — | ↗ |
| 2022-10-20 | HESS JOHN B | Director | A-Award | A | Common Stock | 4,134 | 0.00 | — | 17,592 | — | ↗ |
| 2022-10-20 | Gutierrez Arturo | Director | A-Award | A | Common Stock | 4,134 | 0.00 | — | 8,513 | — | ↗ |
| 2022-10-20 | GRUNDFEST JOSEPH | Director | A-Award | A | Common Stock | 4,134 | 0.00 | — | 89,592 | — | ↗ |
| 2022-10-20 | Dillon Mary N | Director | A-Award | A | Common Stock | 4,134 | 0.00 | — | 23,118 | — | ↗ |
| 2022-10-20 | Cohler Matt | Director | A-Award | A | Common Stock | 4,134 | 0.00 | — | 6,464 | — | ↗ |
| 2022-10-20 | Brown Adriane M | Director | A-Award | A | Common Stock | 4,134 | 0.00 | — | 7,398 | — | ↗ |
| 2022-10-03 | Sudol Kathryn King | Director | A-Award | A | Restricted Holdings Units | 400,000 | 0.00 | — | 400,000 | — | ↗ |
| 2022-10-01 | NUTTALL SCOTT C | Director / Officer | F-InKind | D | Common Stock | 245,361 | 43.00 | 10.55M | 17,996,158 | — | ↗ |
| 2022-10-01 | BAE JOSEPH Y | Director / Officer | M-Exempt | D | Restricted Stock Units | 450,000 | 0.00 | — | 0 | — | ↗ |
| 2022-09-13 | KKR Group Partnership L.P. | 10% Owner | J-Other | D | Class B Common Stock | 6,322,354 | 0.00 | — | 81,831,695 | — | ↗ |
| 2022-09-06 | Sudol Kathryn King | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2022-08-16 | Sorkin David | Director | S-Sale | D | Common Stock | 60,000 | 56.94 | 3.42M | 1,474,144 | — | ↗ |
| 2022-08-08 | Cohler Matt | Director | P-Purchase | A | Common Stock | 17,810 | 52.96 | 943.2K | 85,937 | — | ↗ |
| 2022-07-29 | Stork Ryan | Director / Officer | A-Award | A | Restricted Holdings Units | 400,000 | 0.00 | — | 400,000 | — | ↗ |
| 2022-06-15 | McGuire Raymond J | Director | A-Award | A | Common Stock | 1,202 | 0.00 | — | 1,202 | — | ↗ |
| 2022-05-31 | Sorkin David | Officer | M-Exempt | A | Common Stock | 1,485,260 | 0.00 | — | 1,485,260 | — | ↗ |
| 2022-05-31 | ROBERTS GEORGE R | Director / Officer / 10% Owner | A-Award | A | Common Stock | 2,618,321 | 0.00 | — | 83,361,978 | — | ↗ |
| 2022-05-31 | NUTTALL SCOTT C | Director / Officer | M-Exempt | D | KKR Holdings L.P. Units | 15,912,621 | 0.00 | — | 0 | — | ↗ |
| 2022-05-31 | Lewin Robert H | Director / Officer | A-Award | A | Common Stock | 35,874 | 0.00 | — | 1,209,226 | — | ↗ |
| 2022-05-31 | BAE JOSEPH Y | Director / Officer | A-Award | A | Common Stock | 12,197 | 0.00 | — | 384,257 | — | ↗ |
| 2022-05-27 | ROBERTS GEORGE R | Director | M-Exempt | D | KKR Holdings L.P. Units | 249,426 | 0.00 | — | 0 | — | ↗ |
| 2022-05-27 | KRAVIS HENRY R | Director | A-Award | A | Common Stock | 2,364,773 | 0.00 | — | 75,365,167 | — | ↗ |
| 2022-05-18 | KKR Holdings L.P | Director | J-Other | D | KKR Group Partnership Units | 467,020 | 0.00 | — | 258,259,143 | — | ↗ |
| 2022-02-28 | KKR Alternative Assets LLC | 10% Owner | J-Other | A | Class I Common Stock, par value $0.001 per share | 12,694 | 30.60 | 388.4K | 6,016,640 | — | ↗ |
| 2022-02-24 | Cohler Matt | Director | P-Purchase | A | Common Stock | 4,707 | 58.80 | 276.8K | 68,127 | — | ↗ |
| 2022-02-17 | Cohler Matt | Director | P-Purchase | A | Common Stock | 4,705 | 59.79 | 281.3K | 59,444 | — | ↗ |
| 2022-01-31 | KKR Alternative Assets LLC | 10% Owner | J-Other | A | Class I Common Stock, par value $0.001 per share | 12,663 | 29.82 | 377.6K | 6,003,946 | — | ↗ |
| 2022-01-03 | Stork Ryan | Officer | — | D | Restricted Holdings Units | 400,000 | 0.00 | — | 0 | — | ↗ |
| 2021-12-31 | NUTTALL SCOTT C | Director / Officer | — | I | Common Stock | 0 | 0.00 | — | 2,782 | — | ↗ |
| 2021-12-31 | KRAVIS HENRY R | Director / Officer / 10% Owner | — | D | Common Stock | 0 | 0.00 | — | 1,149,131 | — | ↗ |
| 2021-12-31 | KKR Alternative Assets LLC | 10% Owner | J-Other | A | Class I Common Stock, par value $0.001 per share | 35,974 | 29.49 | 1.06M | 5,991,283 | — | ↗ |
| 2021-12-31 | Cohler Matt | Director | — | I | Common Stock | 0 | 0.00 | — | 51,139 | — | ↗ |
| 2021-12-31 | BAE JOSEPH Y | Director / Officer | — | I | Common Stock | 0 | 0.00 | — | 7,166 | — | ↗ |
| 2021-12-15 | KKR Holdings L.P | 10% Owner | J-Other | D | KKR Group Partnership Units | 12,301,588 | 0.00 | — | 258,726,163 | — | ↗ |
| 2021-12-09 | Spiegel Evan | Director | A-Award | A | Common Stock | 2,479 | 0.00 | — | 2,479 | — | ↗ |
| 2021-12-09 | SCULLY ROBERT W | Director | A-Award | A | Common Stock | 2,479 | 0.00 | — | 85,458 | — | ↗ |
| 2021-12-09 | SCHOEWE THOMAS M | Director | A-Award | A | Common Stock | 2,479 | 0.00 | — | 86,058 | — | ↗ |
| 2021-12-09 | RUSSO PATRICIA F | Director | A-Award | A | Common Stock | 2,479 | 0.00 | — | 78,458 | — | ↗ |
| 2021-12-09 | NUTTALL SCOTT C | Director / Officer | A-Award | A | Restricted Holdings Units | 7,500,000 | 0.00 | — | 7,500,000 | — | ↗ |
| 2021-12-09 | NIEL XAVIER BRUNO | Director | A-Award | A | Common Stock | 2,479 | 0.00 | — | 21,872 | — | ↗ |
| 2021-12-09 | HOLMES DANE E | Director | A-Award | A | Common Stock | 2,479 | 0.00 | — | 4,379 | — | ↗ |
| 2021-12-09 | HESS JOHN B | Director | A-Award | A | Common Stock | 2,479 | 0.00 | — | 13,458 | — | ↗ |
| 2021-12-09 | Gutierrez Arturo | Director | A-Award | A | Common Stock | 2,479 | 0.00 | — | 4,379 | — | ↗ |
| 2021-12-09 | GRUNDFEST JOSEPH | Director | A-Award | A | Common Stock | 2,479 | 0.00 | — | 85,458 | — | ↗ |
| 2021-12-09 | Dillon Mary N | Director | A-Award | A | Common Stock | 2,479 | 0.00 | — | 18,984 | — | ↗ |
| 2021-12-09 | Brown Adriane M | Director | A-Award | A | Common Stock | 2,479 | 0.00 | — | 3,264 | — | ↗ |
| 2021-12-09 | BAE JOSEPH Y | Director / Officer | A-Award | A | Restricted Holdings Units | 7,500,000 | 0.00 | — | 7,500,000 | — | ↗ |
| 2021-12-07 | KKR Group Partnership L.P. | 10% Owner | S-Sale | D | Class A Common Stock | 8,410,000 | 80.51 | 677.09M | 60,735,000 | — | ↗ |
| 2021-12-03 | KKR Group Partnership L.P. | 10% Owner | C-Conversion | D | Class B Common Stock | 793,103 | 0.00 | — | 4,494,249 | — | ↗ |
| 2021-11-15 | KKR Group Partnership L.P. | 10% Owner | C-Conversion | D | Class B Common Stock | 2,695,063 | 0.00 | — | 26,115,895 | — | ↗ |
| 2021-11-05 | KKR Phorm Investors L.P. | 10% Owner | P-Purchase | A | Common Stock | 1,000,000 | 5.00 | 5.00M | 22,175,980 | — | ↗ |
| 2021-11-03 | ROBERTS GEORGE R | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 4,667,166 | 82.25 | 383.87M | 0 | — | ↗ |
| 2021-11-03 | KRAVIS HENRY R | Director / Officer / 10% Owner | S-Sale | D | Common Stock | 4,667,166 | 82.25 | 383.87M | 0 | — | ↗ |
| 2021-11-01 | KKR REFT Holdings L.P. | 10% Owner | C-Conversion | A | Common Stock | 1 | 0.01 | 0.01 | 1 | — | ↗ |
| 2021-10-28 | KKR Group Partnership L.P. | 10% Owner | C-Conversion | A | Common Stock | 15,374,715 | 0.00 | — | 31,792,064 | — | ↗ |
| 2021-10-08 | NUTTALL SCOTT C | Director / Officer | J-Other | A | KKR Holdings L.P. Units | 1,150,000 | 0.00 | — | 15,912,621 | — | ↗ |
| 2021-10-08 | BAE JOSEPH Y | Director / Officer | J-Other | A | KKR Holdings L.P. Units | 1,150,000 | 0.00 | — | 4,077,500 | — | ↗ |
| 2021-10-06 | Spiegel Evan | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-10-01 | NUTTALL SCOTT C | Director / Officer | M-Exempt | A | Common Stock | 375,000 | 0.00 | — | 2,570,346 | — | ↗ |
| 2021-10-01 | BAE JOSEPH Y | Director / Officer | M-Exempt | D | Restricted Stock Units | 375,000 | 0.00 | — | 450,000 | — | ↗ |
| 2021-09-30 | KKR Group Partnership L.P. | 10% Owner | S-Sale | D | Series B Convertible Preferred Stock | 290,465 | 6.24 | 1.81M | 277,902 | — | ↗ |
| 2021-09-30 | KKR Alternative Assets LLC | 10% Owner | J-Other | A | Class I Common Stock, par value $0.001 per share | 20,872 | 28.33 | 591.3K | 5,955,309 | — | ↗ |
| 2021-09-20 | KKR Fox Investors LLC | 10% Owner | J-Other | A | Class B Common Stock | 5,287,352 | 0.00 | — | 5,287,352 | — | ↗ |
| 2021-09-17 | KKR Group Partnership L.P. | 10% Owner | S-Sale | D | Common Stock | 8,614,193 | 43.52 | 374.89M | 0 | — | ↗ |
| 2021-09-15 | KKR Fox Investors LLC | 10% Owner | — | I | Series E Redeemable Convertible Preferred Stock | 2,591,935 | 0.00 | — | 0 | — | ↗ |
| 2021-09-10 | KKR Group Partnership L.P. | 10% Owner | S-Sale | D | Class A Common Stock | 50,000,088 | 8.39 | 419.50M | 0 | — | ↗ |
| 2021-09-07 | KKR Group Partnership L.P. | 10% Owner | C-Conversion | D | Series B Convertible Preferred Stock | 285,576 | 6.24 | 1.78M | 568,367 | — | ↗ |
| 2021-09-03 | KKR Holdings L.P | 10% Owner | J-Other | D | Common Stock | 2,677 | 0.00 | — | 0 | — | ↗ |
| 2021-08-16 | KKR Group Partnership L.P. | 10% Owner | C-Conversion | D | Class B Common Stock | 2,341,922 | 0.00 | — | 28,810,958 | — | ↗ |
| 2021-08-16 | KKR Alternative Assets LLC | 10% Owner | J-Other | A | Class I Common Stock, par value $0.001 per share | 7,184 | 26.71 | 191.9K | 5,934,436 | — | ↗ |
| 2021-08-02 | KKR Group Partnership L.P. | 10% Owner | S-Sale | D | Series A Convertible Preferred Stock | 1,000,000 | 13.20 | 13.20M | 0 | — | ↗ |
| 2021-07-12 | KKR Group Partnership L.P. | 10% Owner | S-Sale | D | Common Stock | 3,613,093 | 38.30 | 138.38M | 6,670,127 | — | ↗ |
| 2021-07-06 | KKR Group Partnership L.P. | 10% Owner | C-Conversion | D | Class B Common Stock | 2,937,242 | 0.00 | — | 15,374,715 | — | ↗ |
| 2021-06-23 | KKR Group Partnership L.P. | 10% Owner | C-Conversion | D | Units of Focus Financial Partners, LLC | 3,654,044 | 0.00 | — | 0 | — | ↗ |
| 2021-06-16 | Brown Adriane M | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-06-07 | KKR Group Partnership L.P. | 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-05-27 | KKR REFT Holdings L.P. | 10% Owner | S-Sale | D | Common Stock | 750,000 | 20.07 | 15.05M | 14,250,000 | — | ↗ |
| 2021-05-19 | KKR Holdings L.P | 10% Owner | J-Other | D | KKR Group Partnership Units | 2,339,961 | 0.00 | — | 271,027,751 | — | ↗ |
| 2021-05-18 | KKR Alternative Assets LLC | 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 5,927,253 | — | ↗ |
| 2021-05-13 | KKR REFT Holdings L.P. | 10% Owner | S-Sale | D | Common Stock | 5,000,000 | 20.07 | 100.35M | 15,000,000 | — | ↗ |
| 2021-05-13 | KKR Group Partnership L.P. | 10% Owner | S-Sale | D | Common Stock | 14,924,081 | 48.57 | 724.86M | 29,864,554 | — | ↗ |
| 2021-05-10 | KKR Group Partnership L.P. | 10% Owner | S-Sale | D | Common Stock | 2,361,566 | 30.96 | 73.11M | 5,182,031 | — | ↗ |
| 2021-05-07 | Sorkin David | Officer | S-Sale | D | Common Stock | 12,546 | 58.50 | 733.9K | 0 | — | ↗ |
| 2021-05-03 | KKR Group Partnership L.P. | 10% Owner | S-Sale | D | Common Stock | 23,000,000 | 117.70 | 2.71B | 62,300,667 | — | ↗ |
| 2021-04-27 | KKR Iris Investors LLC | 10% Owner | P-Purchase | A | Common Stock | 1,100,000 | 15.00 | 16.50M | 3,802,638 | — | ↗ |
| 2021-04-26 | KKR Group Partnership L.P. | 10% Owner | C-Conversion | A | Common Stock | 4,431,800 | 0.00 | 44.32 | 4,714,120 | — | ↗ |
| 2021-04-22 | KKR Iris Investors LLC | 10% Owner | — | I | Series D Preferred Stock | 2,583,926 | 0.00 | — | 0 | — | ↗ |
| 2021-04-22 | KKR Group Partnership L.P. | 10% Owner | P-Purchase | A | Common Stock | 11,433 | 26.24 | 300.0K | 413,949 | — | ↗ |
| 2021-04-21 | KKR Group Partnership L.P. | 10% Owner | — | I | Series C Convertible Preferred Stock | 4,431,800 | 0.00 | — | 0 | — | ↗ |
| 2021-04-19 | KKR Group Partnership L.P. | 10% Owner | C-Conversion | A | Class B Common Stock | 109,090,908 | 0.00 | — | 110,550,489 | — | ↗ |
| 2021-04-14 | KKR Group Partnership L.P. | 10% Owner | — | I | Class B Common Stock | 1,459,581 | 0.00 | — | 0 | — | ↗ |
| 2021-04-07 | KKR Group Partnership L.P. | 10% Owner | S-Sale | D | Common Stock | 3,601,091 | 28.48 | 102.56M | 19,332,496 | — | ↗ |
Executive team
Top executives
EBIT / Employee
1.47M
Shares Outstanding
891.55M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Scott C. Nuttall | Co-CEO & Director | 84M | male |
| Joseph Y. Bae | Co-CEO & Director | 84M | male |
| George R. Roberts | Co-Founder & Co-Executive Chairman | 64M | male |
| Henry Robert Kravis | Co-Founder & Co-Executive Chairman | 64M | male |
| Robert H. Lewin | Chief Financial Officer | 15M | male |
| Kathryn King Sudol | Partner, Chief Legal Officer & General Counsel | 6M | female |
| Dane E. Holmes | Chief Administrative Officer & Partner of Business Operations | 4M | male |
| Ryan David Stork | Partner & Chief Operating Officer | — | male |
| Andre Schumacher | Principal | — | male |
| Tom Lee | MD and Head of Australia & New Zealand Real Estate | — | male |
| Anusha Sriram | Director & Head of Technology Strategy | — | female |
| Carla King | Director, Corporate Counsel & COO | — | female |
ESG Rating
ESG Score History ASSET MANAGEMENT
Benchmark vs Sector
Political Trading Activity (25M)
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
| Transaction Date | Disclosed | Representative | District | Owner | Type | Amount | Link |
|---|---|---|---|---|---|---|---|
| 2025-11-19 | 2025-12-30 | Josh Gottheimer | NJ05 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2025-11-07 | 2025-12-15 | Gilbert Cisneros | CA31 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2025-10-17 | 2025-11-18 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-09-23 | 2025-10-10 | Valerie Hoyle | OR04 | Spouse | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2025-09-05 | 2025-10-03 | Ro Khanna | CA17 | — | Sale | $1,001 - $15,000 | ↗ |
| 2025-05-07 | 2025-06-06 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-05-07 | 2025-06-09 | Gilbert Cisneros | CA31 | — | Purchase | $1,001 - $15,000 | ↗ |
| 2025-04-21 | 2025-05-14 | Josh Gottheimer | NJ05 | Joint | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2025-04-14 | 2025-05-14 | Josh Gottheimer | NJ05 | Joint | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2025-04-08 | 2025-05-08 | Rob Bresnahan | PA08 | — | Sale (Full) | $1,001 - $15,000 | ↗ |
| 2025-04-04 | 2025-08-26 | Jonathan Jackson | IL01 | Spouse | Sale | $1,001 - $15,000 | ↗ |
| 2025-04-02 | 2025-09-12 | Valerie Hoyle | OR04 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2025-03-24 | 2025-08-26 | Jonathan Jackson | IL01 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2025-03-03 | 2025-08-26 | Jonathan Jackson | IL01 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2025-02-27 | 2025-03-06 | Josh Gottheimer | NJ05 | Joint | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2025-02-26 | 2025-03-06 | Josh Gottheimer | NJ05 | Joint | Sale (Partial) | $1,001 - $15,000 | ↗ |
| 2024-11-19 | 2024-12-06 | Josh Gottheimer | NJ05 | Joint | Purchase | $1,001 - $15,000 | ↗ |
| 2024-10-29 | 2025-09-12 | Valerie Hoyle | OR04 | Spouse | Purchase | $1,001 - $15,000 | ↗ |
| 2024-10-17 | 2024-11-07 | Josh Gottheimer | NJ05 | Joint | Sale | $1,001 - $15,000 | ↗ |
| 2024-10-14 | 2024-11-11 | Ro Khanna | CA17 | — | Purchase | $1,001 - $15,000 | ↗ |
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
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Community Opinion for KKR
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
