KKR & Co. Inc. (kkr 6.25 03/01/28 D)Preferred / convertible
13F holders, Q2 2025 (June 30)74holders +7
21new positions
14sold out
1famous investor
$44.59avg. 13F price*
At the end of Q2 2025, 74 institutions reported holding KKR & Co. Inc. (kkr 6.25 03/01/28 D) in their 13F filings, up 7 from Q1 2025. 21 opened new positions and 14 sold out. The largest holders were Capital International Investors ($594.2M), Capital World Investors ($279.1M) and Voya Investment Management LLC ($274.7M). One famous investor held it David E. Shaw ( of D. E. Shaw & Co.'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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $63.9M |
| Exits | 14 | $284.4M |
All 13F filers, Q1 2025 → Q2 2025: 13,231,421 shares bought and 12,509,940 shares sold, net +721,481 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Capital International Investors | — | Add +23.7% | 11,086,700 | $594.2M |
| Capital World Investors | — | Add +4.1% | 5,207,215 | $279.1M |
| Voya Investment Management LLC | — | Add +8.5% | 5,125,000 | $274.7M |
| Portman Square Capital LLP | — | Reduce -8.6% | 2,650,000 | $142.0M |
| Calamos Advisors LLC | — | Add +25.1% | 1,797,147 | $96.3M |
| Advent Capital Management | — | Add +52.4% | 1,731,820 | $92.6M |
| FMR LLC | — | Add +7.9% | 1,328,500 | $71.2M |
| Franklin Resources Inc. | — | Add +0.0% | 1,295,181 | $69.4M |
| Victory Capital Management Inc. | — | Add +193.2% | 1,202,249 | $64.4M |
| D. E. Shaw & Co. | — | Reduce -35.9% | 1,154,000 | $61.8M |
| State Street Corp. | — | Reduce -12.8% | 680,000 | $36.4M |
| Ameriprise Financial Inc. | — | Reduce -11.7% | 679,400 | $36.4M |
| Infrastructure Capital Advisors, LLC | — | Add +219.2% | 637,555 | $34.2M |
| Context Capital Management, LLC | — | Reduce -14.3% | 600,000 | $32.2M |
| Neuberger Berman Group LLC | — | Add +0.3% | 561,875 | $30.2M |
| Clearbridge Investments, LLC | — | No change | 490,078 | $26.3M |
| Jane Street Group, LLC | — | Reduce -84.0% | 414,977 | $22.2M |
| Angelo Gordon & Co., L.P. | — | Add +32.3% | 410,000 | $22.0M |
| Wells Fargo & Company | — | Add +174.0% | 390,045 | $20.9M |
| Bank of America Corp. | — | Add +191.7% | 378,030 | $20.3M |
| Pier 88 Investment Partners LLC | — | New | 324,440 | $17.4M |
| Alberta Investment Management Corp | — | No change | 300,000 | $16.1M |
| Ssi Investment Management LLC | — | Add +1.8% | 273,135 | $14.6M |
| Credit Industriel Et Commercial | — | New | 230,000 | $12.4M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | New | 225,284 | $12.1M |
| Morgan Stanley | — | Reduce -64.2% | 192,235 | $10.3M |
| Capital International, Inc. | — | Add +74.6% | 154,513 | $8.3M |
| Rational Advisors, Inc. | — | New | 152,200 | $8.2M |
| Two Sigma Investments, LP | — | Reduce -85.4% | 150,731 | $8.1M |
| Longaeva Partners L.P. | — | Reduce -42.9% | 150,000 | $8.0M |
| BlueCrest Capital Management Ltd | — | Reduce -46.3% | 149,308 | $8.0M |
| Manufacturers Life Insurance Company, The | — | Reduce -79.4% | 138,320 | $7.4M |
| Invesco Ltd. | — | Add +30.0% | 130,000 | $7.0M |
| UBS Group AG | — | Reduce -49.0% | 124,196 | $6.7M |
| HBK Investments L P | — | Add +127.3% | 100,000 | $5.4M |
| Fortress Investment Group LLC | — | Add +11.1% | 100,000 | $5.4M |
| Susquehanna Advisors Group, Inc. | — | Reduce -75.0% | 100,000 | $5.4M |
| Wellington Management Group LLP | — | Add +150.8% | 91,828 | $4.9M |
| Russell Investments Group, Ltd. | — | Add +81.9% | 4,367,950 | $4.7M |
| Penserra Capital Management LLC | — | New | 82,496 | $4.4M |
| Barclays PLC | — | Reduce -27.1% | 63,040 | $3.4M |
| Punch & Associates Investment Management, Inc. | — | Add +2.1% | 59,840 | $3.2M |
| Laffer Tengler Investments, Inc. | — | Add +124.5% | 54,820 | $2.9M |
| Whittier Trust Co. | — | Add +9.9% | 54,723 | $2.9M |
| Janus Henderson Group PLC | — | Reduce -40.8% | 53,300 | $2.9M |
| Citigroup Inc. | — | Reduce -67.5% | 51,002 | $2.7M |
| Gabelli Funds LLC | — | No change | 46,000 | $2.5M |
| Palisade Capital Management, LP | — | Add +50.0% | 45,000 | $2.4M |
| Agf Management Ltd. | — | New | 44,000 | $2.4M |
| Fosun International Ltd | — | New | 4,200,000 | $2.3M |
| AEGON USA Investment Management, LLC | — | New | 27,000 | $1.5M |
| JPMorgan Chase & Co. | — | Reduce -76.1% | 27,005 | $1.4M |
| Steward Partners Investment Advisory, LLC | — | Add +25875.0% | 25,975 | $1.4M |
| Goldman Sachs Group Inc. | — | Reduce -91.2% | 24,400 | $1.3M |
| Camden Asset Management L P | — | Reduce -94.8% | 20,000 | $1.1M |
| Raymond James Financial Inc. | — | New | 11,650 | $624K |
| Central Pacific Bank - Trust Division | — | New | 11,305 | $606K |
| Wolverine Asset Management LLC | — | Reduce -13.3% | 9,471 | $508K |
| Envestnet Asset Management Inc. | — | New | 8,841 | $474K |
| LPL Financial LLC | — | New | 7,003 | $375K |
| Oppenheimer & Co. Inc. | — | New | 6,115 | $328K |
| Avantax Advisory Services, Inc. | — | New | 5,457 | $292K |
| Skaana Management L.P. | — | Reduce -93.1% | 5,178 | $278K |
| Stifel Financial Corp. | — | New | 4,750 | $255K |
| Teton Advisors, Inc. | — | New | 4,000 | $214K |
| &partners | — | New | 3,922 | $210K |
| Lazard Asset Management LLC | — | No change | 2,300 | $123K |
| Whittier Trust Co. of Nevada Inc. | — | No change | 2,100 | $113K |
| Comerica Bank | — | No change | 2,000 | $107K |
| Tower Research Capital LLC (TRC) | — | New | 440 | $24K |
| Bank of Montreal | — | New | 400 | $21K |
| Lanark Financial, Inc. | — | Add +178.9% | 265 | $14K |
| Elequin Capital, LP | — | New | 100 | $5K |
| National Bank of Canada | — | New | 3 | $161 |
"% 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.