KKR & Co. Inc. (kkr 6.25 03/01/28 D)Preferred / convertible
13F holders, Q2 2026 (June 30)69holders −6
10new positions
15sold out
$18.78avg. 13F price*
At the end of Q2 2026, 69 institutions reported holding KKR & Co. Inc. (kkr 6.25 03/01/28 D) in their 13F filings, down 6 from Q1 2026. 10 opened new positions and 15 sold out. The largest holders were Capital International Investors ($667.2M), Franklin Resources Inc. ($223.8M) and Capital World Investors ($207.5M).
- Company
- KKR & Co. Inc. (kkr 6.25 03/01/28 D)
- CUSIP
- 48251W500
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $5.4M |
| Exits | 15 | $34.0M |
All 13F filers, Q1 2026 → Q2 2026: 4,962,927 shares bought and 2,191,471 shares sold, net +2,771,456 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 69 holders
| Capital International Investors | — | No change | 16,742,502 | $667.2M |
| Franklin Resources Inc. | — | Add +58.7% | 5,615,415 | $223.8M |
| Capital World Investors | — | No change | 5,207,215 | $207.5M |
| Capital Research Global Investors | — | No change | 3,568,211 | $142.2M |
| BlackRock, Inc. | — | Reduce -10.0% | 3,218,701 | $128.3M |
| Advent Capital Management | — | Add +0.5% | 2,056,082 | $82.0M |
| Calamos Advisors LLC | — | Add +0.1% | 1,782,560 | $71.0M |
| Victory Capital Management Inc. | — | Add +4.0% | 1,665,085 | $66.4M |
| Infrastructure Capital Advisors, LLC | — | Add +24.7% | 1,359,456 | $54.2M |
| FMR LLC | — | Reduce -3.2% | 1,156,172 | $45.8M |
| Manufacturers Life Insurance Company, The | — | Add +24.0% | 996,751 | $39.7M |
| Ameriprise Financial Inc. | — | Add +80.7% | 994,435 | $39.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Reduce -21.0% | 969,766 | $38.6M |
| State Street Corp. | — | Add +17.9% | 795,139 | $31.4M |
| Torray Investment Partners LLC | — | Add +19.2% | 573,623 | $22.9M |
| Fosun International Ltd | — | No change | 50,700,000 | $20.2M |
| Capital International, Inc. | — | No change | 387,755 | $15.5M |
| Clearbridge Investments, LLC | — | Reduce -7.6% | 373,154 | $14.9M |
| Wellington Management Group LLP | — | Reduce -27.0% | 359,204 | $14.1M |
| Ssi Investment Management LLC | — | No change | 346,110 | $13.7M |
| Pier 88 Investment Partners LLC | — | No change | 235,810 | $9.4M |
| Bank of America Corp. | — | Add +61.5% | 233,930 | $9.3M |
| Whittier Trust Co. | — | Add +4.7% | 169,023 | $7.0M |
| Invesco Ltd. | — | Add +42.0% | 157,441 | $6.3M |
| Credit Industriel Et Commercial | — | No change | 150,000 | $5.9M |
| Russell Investments Group, Ltd. | — | Add +23.5% | 6,920,750 | $5.5M |
| Alberta Investment Management Corp | — | No change | 100,000 | $4.0M |
| Punch & Associates Investment Management, Inc. | — | Reduce -1.2% | 85,775 | $3.4M |
| Goldman Sachs Group Inc. | — | Add +43.5% | 80,113 | $3.2M |
| Rational Advisors, Inc. | — | No change | 69,800 | $2.8M |
| Penserra Capital Management LLC | — | Add +14.1% | 65,582 | $2.6M |
| Envestnet Asset Management Inc. | — | Add +99.7% | 64,178 | $2.6M |
| Laffer Tengler Investments, Inc. | — | Reduce -1.5% | 59,795 | $2.4M |
| Independent Financial Group, LLC | — | New | 52,400 | $2.1M |
| Steward Partners Investment Advisory, LLC | — | Reduce -3.2% | 45,625 | $1.8M |
| Neuberger Berman Group LLC | — | Reduce -91.8% | 45,400 | $1.8M |
| Morgan Stanley | — | Reduce -19.6% | 45,341 | $1.8M |
| HRT Financial LP | — | New | 39,581 | $1.6M |
| AEGON USA Investment Management, LLC | — | No change | 37,400 | $1.5M |
| Formidable Asset Management, LLC | — | Add +226.8% | 28,430 | $1.1M |
| Regal Investment Advisors LLC | — | Add +12.5% | 26,807 | $1.1M |
| Raymond James Financial Inc. | — | Add +1.5% | 18,506 | $737K |
| Whittier Trust Co. of Nevada Inc. | — | No change | 17,750 | $728K |
| Wells Fargo & Company | — | Reduce -7.5% | 14,203 | $566K |
| Chicago Partners Investment Group LLC | — | No change | 12,477 | $523K |
| LPL Financial LLC | — | Add +16.3% | 13,090 | $522K |
| Central Pacific Bank - Trust Division | — | No change | 10,705 | $427K |
| Stifel Financial Corp. | — | New | 10,050 | $400K |
| PEAK6 LLC | — | No change | 10,000 | $399K |
| Stratos Wealth Partners, LTD. | — | Add +3.5% | 9,575 | $382K |
| Future Financial Wealth Managment LLC | — | Add +13.7% | 8,300 | $348K |
| Janney Montgomery Scott LLC | — | Add +21.7% | 8,705 | $347K |
| Oppenheimer & Co. Inc. | — | New | 8,695 | $346K |
| Arax Advisory Partners | — | New | 8,550 | $341K |
| Citigroup Inc. | — | New | 8,252 | $329K |
| Cetera Investment Advisers | — | Reduce -5.2% | 8,072 | $322K |
| Ares Systematic Credit Ltd | — | No change | 5,861 | $234K |
| Osaic Holdings, Inc. | — | No change | 5,730 | $228K |
| Wolverine Asset Management LLC | — | New | 5,167 | $205K |
| Oddo BHF Asset Management Sas | — | Reduce -5.4% | 5,000 | $200K |
| UBS Group AG | — | Add +206.3% | 4,699 | $187K |
| IMA Advisory Services, Inc. | — | New | 2,655 | $106K |
| Harbour Investments, Inc. | — | Add +600.0% | 700 | $28K |
| Bank of Montreal | — | No change | 600 | $24K |
| Farther Finance Advisors, LLC | — | Reduce -25.3% | 590 | $24K |
| Fifth Third Bancorp | — | No change | 500 | $20K |
| Anchor Investment Management, LLC | — | No change | 430 | $17K |
| Lanark Financial, Inc. | — | New | 215 | $9K |
| National Bank of Canada | — | New | 3 | $118 |
"% of holder's portfolio" is KKR & CO INC (KKR 6.25 03/01/28 D)'s weight in each manager's 13F, not the share of KKR & Co. Inc. (kkr 6.25 03/01/28 D) the manager owns.