KKR & Co. Inc. (kkr 6.25 03/01/28 D)Preferred / convertible

13F holders, Q1 2025 (March 31)
67holders
2famous investors
$46.92avg. 13F price*

At the end of Q1 2025, 67 institutions reported holding KKR & Co. Inc. (kkr 6.25 03/01/28 D) in their 13F filings. The largest holders were Capital International Investors ($442.6M), Capital World Investors ($247.0M) and Voya Investment Management LLC ($233.4M). 2 famous investors held it, including David E. Shaw ( of D. E. Shaw & Co.'s portfolio) and Israel Englander ( of Millennium Management's portfolio).

Company
KKR & Co. Inc. (kkr 6.25 03/01/28 D)
CUSIP
48251W500
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2025: 67Q1 2025Q2 2025: 74Q2 2025Q3 2025: 74Q3 2025Q4 2025: 70Q4 2025Q1 2026: 75Q1 2026Q2 2026: 69Q2 2026

Total Exit/New Position Q1 2025

InstitutionsTotal Value
New Positions66$2.3B
Exits0$0

Ownership 67 holders

Capital International Investors — New 8,959,500 $442.6M
Capital World Investors — New 5,000,000 $247.0M
Voya Investment Management LLC — New 4,725,000 $233.4M
BlackRock, Inc. — New 4,296,860 $212.3M
Portman Square Capital LLP — New 2,900,000 $142.0M
Jane Street Group, LLC — New 2,590,000 $127.9M
D. E. Shaw & Co. — New 1,800,000 $88.2M
Calamos Advisors LLC — New 1,435,950 $70.9M
Franklin Resources Inc. — New 1,295,000 $64.0M
FMR LLC — New 1,231,100 $60.2M
Advent Capital Management — New 1,136,551 $55.4M
Two Sigma Investments, LP — New 1,030,634 $50.9M
State Street Corp. — New 780,000 $38.1M
Ameriprise Financial Inc. — New 769,000 $37.6M
Context Capital Management, LLC — New 700,000 $34.6M
Manufacturers Life Insurance Company, The — New 672,500 $33.0M
Neuberger Berman Group LLC — New 560,375 $27.5M
Morgan Stanley — New 536,153 $26.5M
Highbridge Capital Management LLC — New 530,267 $26.1M
Clearbridge Investments, LLC — New 490,078 $24.2M
Victory Capital Management Inc. — New 410,102 $20.3M
Susquehanna Advisors Group, Inc. — New 400,000 $19.8M
Healthcare of Ontario Pension Plan Trust Fund — New 400,000 $19.8M
Camden Asset Management L P — New 385,000 $18.8M
Angelo Gordon & Co., L.P. — New 310,000 $15.2M
Alberta Investment Management Corp — New 300,000 $14.8M
Goldman Sachs Group Inc. — New 278,338 $13.7M
BlueCrest Capital Management Ltd — New 278,155 $13.7M
Ssi Investment Management LLC — New 268,365 $13.1M
Longaeva Partners L.P. — — 262,500 $13.0M
UBS Group AG — New 243,500 $12.0M
Infrastructure Capital Advisors, LLC — New 199,710 $9.9M
Citigroup Inc. — New 157,164 $7.8M
Wells Fargo & Company — New 142,340 $7.0M
Millennium Management — New 135,000 $6.6M
Bank of America Corp. — New 129,587 $6.4M
JPMorgan Chase & Co. — New 113,056 $5.6M
Monashee Investment Management LLC — New 108,888 $5.4M
Invesco Ltd. — New 100,000 $4.9M
Burkehill Global Management, LP — New 100,000 $4.9M
Fortress Investment Group LLC — New 90,000 $4.4M
Janus Henderson Group PLC — New 90,000 $4.4M
Capital International, Inc. — New 88,500 $4.4M
Barclays PLC — New 86,420 $4.3M
Skaana Management L.P. — New 75,303 $3.7M
Jain Global LLC — New 60,000 $3.0M
Punch & Associates Investment Management, Inc. — New 58,595 $2.9M
Whittier Trust Co. — New 49,800 $2.5M
Russell Investments Group, Ltd. — New 2,401,650 $2.4M
Gabelli Funds LLC — New 46,000 $2.3M
HBK Investments L P — New 44,000 $2.2M
Sculptor Capital LP — New 37,888 $1.9M
Wellington Management Group LLP — New 36,611 $1.8M
Fort Baker Capital Management LP — New 34,065 $1.7M
Palisade Capital Management, LP — New 30,000 $1.5M
Linden Advisors LP — New 27,850 $1.4M
Laffer Tengler Investments, Inc. — New 24,420 $1.2M
Ionic Capital Management LLC — New 20,000 $988K
Wolverine Asset Management LLC — New 10,917 $535K
Parallax Volatility Advisers, L.P. — New 10,443 $516K
Lazard Asset Management LLC — New 2,300 $113K
Whittier Trust Co. of Nevada Inc. — New 2,100 $104K
Comerica Bank — New 2,000 $99K
Steward Partners Investment Advisory, LLC — New 100 $5K
Lanark Financial, Inc. — — 95 $4K
Alken Asset Management Ltd — New 26,500 $1K
Mirae Asset Global Investments Co., Ltd. — New 102 $3

"% 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.