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

13F holders, Q1 2026 (March 31)
75holders +5
22new positions
16sold out
$18.84avg. 13F price*

At the end of Q1 2026, 75 institutions reported holding KKR & Co. Inc. (kkr 6.25 03/01/28 D) in their 13F filings, up 5 from Q4 2025. 22 opened new positions and 16 sold out. The largest holders were Capital International Investors ($673.4M), Capital World Investors ($209.4M) and BlackRock, Inc. ($143.9M).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions22$172.1M
Exits16$21.4M

All 13F filers, Q4 2025 → Q1 2026: 27,371,285 shares bought and 6,721,040 shares sold, net +20,650,245 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 75 holders

Capital International Investors — Add +14.6% 16,742,502 $673.4M
Capital World Investors — No change 5,207,215 $209.4M
BlackRock, Inc. — Reduce -9.5% 3,577,397 $143.9M
Capital Research Global Investors — New 3,568,211 $143.5M
Franklin Resources Inc. — Add +147.0% 3,538,451 $142.3M
Advent Capital Management — Add +2.4% 2,045,065 $82.5M
Calamos Advisors LLC — Reduce -15.8% 1,780,763 $71.6M
Victory Capital Management Inc. — Add +12.1% 1,601,012 $64.4M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. — Add +13.8% 1,228,109 $49.4M
FMR LLC — Reduce -6.2% 1,194,172 $47.9M
Infrastructure Capital Advisors, LLC — Reduce -2.4% 1,090,186 $43.8M
Manufacturers Life Insurance Company, The — Add +486.4% 803,751 $32.4M
State Street Corp. — Reduce -4.9% 674,508 $27.0M
Neuberger Berman Group LLC — Reduce -1.2% 555,600 $22.4M
Ameriprise Financial Inc. — Reduce -13.3% 550,435 $22.1M
Fosun International Ltd — Add +51.3% 50,700,000 $20.4M
Wellington Management Group LLP — Add +3.3% 492,085 $19.5M
Torray Investment Partners LLC — Add +16.1% 481,176 $19.4M
Clearbridge Investments, LLC — Reduce -23.4% 403,722 $16.2M
Capital International, Inc. — Add +42.3% 387,755 $15.6M
Ssi Investment Management LLC — Reduce -7.5% 346,110 $13.9M
Context Capital Management, LLC — New 250,000 $10.1M
Pier 88 Investment Partners LLC — Reduce -27.3% 235,810 $9.5M
Whittier Trust Co. — Add +83.1% 161,428 $6.4M
Bank of America Corp. — Reduce -9.6% 144,832 $5.8M
Boothbay Fund Management, LLC — New 129,560 $5.2M
Russell Investments Group, Ltd. — Add +1.8% 5,605,750 $4.5M
Invesco Ltd. — Reduce -45.9% 110,880 $4.5M
Alberta Investment Management Corp — No change 100,000 $4.0M
Monashee Investment Management LLC — New 100,000 $4.0M
Punch & Associates Investment Management, Inc. — Add +43.7% 86,810 $3.5M
Skaana Management L.P. — Add +586.6% 75,535 $3.0M
Rational Advisors, Inc. — Reduce -53.6% 69,800 $2.8M
Laffer Tengler Investments, Inc. — Add +6.0% 60,730 $2.4M
JPMorgan Chase & Co. — Add +131.4% 58,809 $2.4M
Penserra Capital Management LLC — Reduce -3.4% 57,463 $2.3M
Morgan Stanley — Add +42.8% 56,413 $2.3M
Goldman Sachs Group Inc. — New 55,830 $2.2M
Jane Street Group, LLC — Add +285.7% 53,616 $2.2M
Weiss Asset Management LP — New 50,000 $2.0M
Steward Partners Investment Advisory, LLC — Add +44.6% 47,151 $1.9M
Voya Investment Management LLC — Reduce -99.2% 38,000 $1.5M
AEGON USA Investment Management, LLC — No change 37,400 $1.5M
BlueCrest Capital Management Ltd — New 34,221 $1.4M
Envestnet Asset Management Inc. — Add +365.9% 32,135 $1.3M
Regal Investment Advisors LLC — Add +38.9% 23,822 $958K
Agf Management Ltd. — No change 20,500 $825K
LuminArx Capital Management LP — New 20,000 $802K
Raymond James Financial Inc. — Add +13.6% 18,234 $733K
Whittier Trust Co. of Nevada Inc. — Add +150.0% 17,750 $705K
Wells Fargo & Company — Add +4.9% 15,350 $617K
Chicago Partners Investment Group LLC — New 12,477 $562K
LPL Financial LLC — Add +37.4% 11,256 $453K
Formidable Asset Management, LLC — Add +7.4% 8,700 $451K
Central Pacific Bank - Trust Division — Reduce -13.6% 10,705 $431K
PEAK6 LLC — New 10,000 $402K
Stratos Wealth Partners, LTD. — Add +17.8% 9,250 $372K
Cetera Investment Advisers — New 8,517 $343K
Future Financial Wealth Managment LLC — New 7,300 $321K
U.S. Capital Wealth Advisors, LLC — New 7,550 $304K
Janney Montgomery Scott LLC — New 7,155 $288K
Barclays PLC — Reduce -89.3% 7,028 $283K
Ares Systematic Credit Ltd — New 5,861 $231K
Osaic Holdings, Inc. — Add +102.5% 5,730 $230K
Oddo BHF Asset Management Sas — No change 5,284 $213K
Susquehanna International Group, LLP — New 5,140 $207K
Credit Industriel Et Commercial — Reduce -68.8% 150,000 $150K
Advisory Services Network, LLC — New 3,150 $127K
UBS Group AG — Reduce -98.6% 1,534 $62K
Farther Finance Advisors, LLC — New 790 $31K
Bank of Montreal — Add +50.0% 600 $24K
Blair William & Co. — New 580 $23K
Fifth Third Bancorp — New 500 $20K
Anchor Investment Management, LLC — New 430 $17K
Harbour Investments, Inc. — New 100 $4K

"% 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.