KKR & Co. Inc. (kkr 6.25 03/01/28 D)Preferred / convertible
13F holders, Q3 2025 (September 30)74holders
8new positions
7sold out
1famous investor
$47.94avg. 13F price*
At the end of Q3 2025, 74 institutions reported holding KKR & Co. Inc. (kkr 6.25 03/01/28 D) in their 13F filings, unchanged from Q2 2025. 8 opened new positions and 7 sold out. The largest holders were Capital International Investors ($583.4M), Capital World Investors ($272.6M) and Voya Investment Management LLC ($249.8M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $244.4M |
| Exits | 7 | $63.5M |
All 13F filers, Q2 2025 → Q3 2025: 7,336,803 shares bought and 6,942,763 shares sold, net +394,040 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 74 holders
| Capital International Investors | — | Add +0.5% | 11,144,300 | $583.4M |
| Capital World Investors | — | No change | 5,207,215 | $272.6M |
| Voya Investment Management LLC | — | Reduce -6.9% | 4,771,665 | $249.8M |
| BlackRock, Inc. | — | New | 4,139,573 | $216.7M |
| Portman Square Capital LLP | — | No change | 2,650,000 | $138.3M |
| Calamos Advisors LLC | — | Add +18.4% | 2,127,240 | $111.4M |
| Advent Capital Management | — | Add +2.3% | 1,771,241 | $92.1M |
| Franklin Resources Inc. | — | Add +10.1% | 1,425,622 | $74.6M |
| Victory Capital Management Inc. | — | Add +15.1% | 1,384,320 | $72.5M |
| FMR LLC | — | Reduce -4.6% | 1,267,500 | $66.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | — | Add +428.4% | 1,190,477 | $62.3M |
| Infrastructure Capital Advisors, LLC | — | Add +28.0% | 815,887 | $40.0M |
| State Street Corp. | — | Add +4.3% | 709,000 | $36.9M |
| D. E. Shaw & Co. | — | Reduce -39.0% | 704,000 | $36.7M |
| Ameriprise Financial Inc. | — | Add +0.7% | 684,150 | $35.7M |
| Neuberger Berman Group LLC | — | Add +0.1% | 562,375 | $29.5M |
| Angelo Gordon & Co., L.P. | — | Add +31.7% | 540,000 | $28.2M |
| Clearbridge Investments, LLC | — | Add +5.5% | 517,259 | $27.1M |
| AQR Arbitrage LLC | — | New | 500,000 | $26.2M |
| Credit Industriel Et Commercial | — | Add +108.7% | 480,000 | $25.4M |
| Bank of America Corp. | — | Reduce -0.8% | 375,092 | $19.6M |
| Ssi Investment Management LLC | — | Add +25.6% | 343,115 | $17.9M |
| Pier 88 Investment Partners LLC | — | Add +3.5% | 335,710 | $17.6M |
| Morgan Stanley | — | Add +18.4% | 227,598 | $11.9M |
| Capital International, Inc. | — | Add +30.2% | 201,213 | $10.5M |
| Wells Fargo & Company | — | Reduce -54.1% | 179,182 | $9.4M |
| Rational Advisors, Inc. | — | Add +6.2% | 161,600 | $8.5M |
| Invesco Ltd. | — | Add +17.9% | 153,215 | $8.0M |
| Longaeva Partners L.P. | — | No change | 150,000 | $7.9M |
| Manufacturers Life Insurance Company, The | — | Reduce -0.9% | 137,070 | $7.2M |
| Susquehanna Advisors Group, Inc. | — | Add +25.0% | 125,000 | $6.5M |
| Barclays PLC | — | Add +74.3% | 109,880 | $5.8M |
| Two Sigma Investments, LP | — | Reduce -30.7% | 104,457 | $5.5M |
| Alberta Investment Management Corp | — | Reduce -66.7% | 100,000 | $5.2M |
| HBK Investments L P | — | No change | 100,000 | $5.2M |
| Russell Investments Group, Ltd. | — | Reduce -2.3% | 4,266,450 | $4.5M |
| BlueCrest Capital Management Ltd | — | Reduce -45.6% | 81,211 | $4.3M |
| Fortress Investment Group LLC | — | Reduce -19.8% | 80,254 | $4.2M |
| Wellington Management Group LLP | — | Reduce -27.1% | 66,986 | $3.5M |
| Punch & Associates Investment Management, Inc. | — | Add +0.7% | 60,250 | $3.2M |
| Penserra Capital Management LLC | — | Reduce -27.0% | 60,188 | $3.1M |
| Laffer Tengler Investments, Inc. | — | Add +0.2% | 54,945 | $2.9M |
| Whittier Trust Co. | — | No change | 54,723 | $2.8M |
| Janus Henderson Group PLC | — | No change | 53,300 | $2.8M |
| Citigroup Inc. | — | Reduce -8.0% | 46,949 | $2.5M |
| Gabelli Funds LLC | — | No change | 46,000 | $2.4M |
| JPMorgan Chase & Co. | — | Add +66.6% | 44,981 | $2.4M |
| Palisade Capital Management, LP | — | No change | 45,000 | $2.3M |
| Wolverine Asset Management LLC | — | Add +297.1% | 37,605 | $2.0M |
| Steward Partners Investment Advisory, LLC | — | Add +13.1% | 29,384 | $1.5M |
| Agf Management Ltd. | — | Reduce -34.1% | 29,000 | $1.5M |
| AEGON USA Investment Management, LLC | — | No change | 27,000 | $1.4M |
| Camden Asset Management L P | — | No change | 20,000 | $1.0M |
| Skaana Management L.P. | — | Add +280.2% | 19,687 | $1.0M |
| Central Pacific Bank - Trust Division | — | Add +35.2% | 15,280 | $800K |
| Raymond James Financial Inc. | — | No change | 11,650 | $610K |
| LPL Financial LLC | — | Add +20.7% | 8,451 | $442K |
| Goldman Sachs Group Inc. | — | Reduce -65.7% | 8,360 | $438K |
| Formidable Asset Management, LLC | — | New | 7,400 | $397K |
| Susquehanna International Group, LLP | — | New | 6,514 | $341K |
| Perigon Wealth Management, LLC | — | New | 6,289 | $329K |
| Oppenheimer & Co. Inc. | — | Reduce -1.5% | 6,025 | $315K |
| Elequin Capital, LP | — | Add +5400.0% | 5,500 | $287K |
| Envestnet Asset Management Inc. | — | Reduce -39.8% | 5,327 | $279K |
| Stifel Financial Corp. | — | No change | 4,750 | $249K |
| Stratos Wealth Partners, LTD. | — | New | 4,500 | $236K |
| &partners | — | Add +9.7% | 4,303 | $225K |
| Calamos Wealth Management LLC | — | New | 4,105 | $215K |
| Whittier Trust Co. of Nevada Inc. | — | No change | 2,100 | $108K |
| Comerica Bank | — | No change | 2,000 | $105K |
| Bank of Montreal | — | No change | 400 | $21K |
| Mirae Asset Global Investments Co., Ltd. | — | New | 303 | $16K |
| Lanark Financial, Inc. | — | No change | 265 | $14K |
| National Bank of Canada | — | Add +66.7% | 5 | $261 |
"% 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.