KKR Income OpportunitiesKIO
13F holders, Q2 2026 (June 30)90holders −4
9new positions
13sold out
$11.29avg. 13F price*
At the end of Q2 2026, 90 institutions reported holding KKR Income Opportunities (KIO) in their 13F filings, down 4 from Q1 2026. 9 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($33.7M), Penserra Capital Management LLC ($13.1M) and Guggenheim Capital LLC ($9.6M).
- Company
- KKR Income Opportunities
- CUSIP
- 48249T106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.7M |
| Exits | 13 | $5.6M |
All 13F filers, Q1 2026 → Q2 2026: 869,374 shares bought and 804,113 shares sold, net +65,261 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 90 holders
| Morgan Stanley | 0.00% | Add +9.2% | 2,996,729 | $33.7M |
| Penserra Capital Management LLC | 0.10% | Add +4.0% | 1,161,643 | $13.1M |
| Guggenheim Capital LLC | 0.06% | Add +7.3% | 851,503 | $9.6M |
| UBS Group AG | 0.00% | Reduce -2.1% | 646,653 | $7.3M |
| Wells Fargo & Company | 0.00% | Reduce -6.0% | 548,460 | $6.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +14.2% | 536,534 | $6.0M |
| Bank of America Corp. | 0.00% | Add +1.8% | 348,013 | $3.9M |
| Rareview Capital LLC | 1.40% | Add +10.1% | 198,863 | $2.5M |
| Kovack Advisors, Inc. | 0.12% | Add +60.5% | 216,679 | $2.5M |
| LPL Financial LLC | 0.00% | Add +2.0% | 217,250 | $2.4M |
| Shaker Financial Services, LLC | 0.62% | Reduce -44.4% | 175,575 | $2.0M |
| Karpus Management, Inc. | 0.05% | Reduce -3.4% | 162,934 | $1.8M |
| Significant Wealth Partners LLC | 1.75% | Add +1.7% | 143,556 | $1.6M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -3.1% | 135,975 | $1.5M |
| Invesco Ltd. | 0.00% | Reduce -17.8% | 125,904 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -1.9% | 114,454 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +2.9% | 114,389 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.02% | New | 101,737 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +4.6% | 100,812 | $1.1M |
| Joseph P. Lucia & Associates, LLC | 0.34% | Add +1.0% | 100,022 | $1.1M |
| Cohen & Steers, Inc. | 0.00% | No change | 87,779 | $988K |
| Sit Investment Associates Inc. | 0.02% | No change | 80,300 | $904K |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.8% | 79,150 | $891K |
| Royal Bank of Canada | 0.00% | Reduce -0.8% | 76,286 | $859K |
| Advisors Asset Management, Inc. | 0.01% | New | 73,782 | $831K |
| Wedbush Securities Inc. | 0.02% | Add +42.9% | 61,574 | $693K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -12.1% | 57,913 | $652K |
| Robinson Capital Management, LLC | 0.26% | No change | 52,154 | $587K |
| Bramshill Investments, LLC | 0.04% | Add +1.1% | 47,659 | $537K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.3% | 47,370 | $533K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -11.1% | 45,520 | $513K |
| PFG Investments, LLC | 0.02% | Reduce -1.8% | 43,469 | $489K |
| Carnegie Lake Advisors LLC | 0.18% | Reduce -0.6% | 42,874 | $483K |
| Aviance Capital Partners, LLC | 0.05% | Add +2.7% | 41,051 | $462K |
| Arax Advisory Partners | 0.00% | Add +706.7% | 40,333 | $454K |
| Fifth Third Bancorp | 0.00% | Add +0.3% | 39,900 | $449K |
| Virtus Investment Advisers, LLC | 0.10% | Reduce -21.1% | 38,341 | $432K |
| Stephens Inc. | 0.00% | Add +0.1% | 36,723 | $413K |
| Uncommon Cents Investing LLC | 0.08% | Reduce -0.9% | 32,785 | $369K |
| Osaic Holdings, Inc. | 0.00% | Add +17.0% | 30,368 | $342K |
| Total Wealth Planning & Management, Inc. | 0.24% | Add +14.0% | 29,238 | $329K |
| Equitable Holdings, Inc. | 0.00% | Add +33.4% | 28,615 | $322K |
| XTX Topco Ltd | 0.00% | New | 26,857 | $302K |
| Sanctuary Advisors, LLC | 0.00% | New | 22,813 | $257K |
| WealthTrust Axiom LLC | 0.05% | Reduce -4.8% | 20,889 | $235K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.9% | 20,040 | $227K |
| Apollon Wealth Management, LLC | 0.00% | No change | 19,629 | $221K |
| Stifel Financial Corp. | 0.00% | Reduce -1.7% | 17,793 | $200K |
| Fortitude Advisory Group L.L.C. | 0.07% | No change | 16,066 | $181K |
| Rik Saylor Financial, Inc. | 0.12% | Reduce -0.3% | 15,785 | $178K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +2.5% | 15,682 | $177K |
| Herold Advisors, Inc. | 0.03% | Add +20.1% | 14,440 | $163K |
| Hennion & Walsh Asset Management, Inc. | 0.00% | Reduce -49.7% | 13,992 | $158K |
| Graves Light Lenhart Wealth, Inc. | 0.01% | No change | 13,728 | $155K |
| BlackRock, Inc. | 0.00% | Reduce -1.6% | 13,654 | $154K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 13,464 | $152K |
| Plotkin Financial Advisors, LLC | 0.06% | No change | 12,938 | $146K |
| Uhlmann Price Securities, LLC | 0.01% | Add +3.2% | 12,877 | $145K |
| HighTower Advisors, LLC | 0.00% | Reduce -3.9% | 12,242 | $138K |
| Corient Private Wealth LP | 0.00% | Reduce -60.4% | 12,206 | $137K |
| Creative Planning | 0.00% | New | 11,306 | $127K |
| Gator Capital Management, LLC | 0.03% | No change | 11,102 | $125K |
| Gill Capital Partners, LLC | 0.03% | Reduce -1.0% | 11,018 | $124K |
| CoreCap Advisors, LLC | 0.00% | Add +2491.1% | 10,520 | $118K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +0.6% | 10,148 | $115K |
| Bessemer Group Inc. | 0.00% | New | 6,000 | $68K |
| AdvisorNet Financial, Inc | 0.00% | No change | 5,372 | $60K |
| US Bancorp \de | 0.00% | No change | 5,076 | $57K |
| Global Retirement Partners, LLC | 0.00% | — | 3,769 | $42K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2,971 | $33K |
| Harbour Investments, Inc. | 0.00% | No change | 2,753 | $31K |
| BNP Paribas Financial Markets | 0.00% | Reduce -31.6% | 1,504 | $17K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +25.7% | 1,361 | $15K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,305 | $15K |
| Noble Wealth Management PBC | 0.00% | No change | 800 | $9K |
| Osbon Capital Management LLC | 0.01% | Add +86.4% | 574 | $6K |
| WPG Advisers, LLC | 0.00% | Add +28.2% | 541 | $6K |
| Ameritas Advisory Services, LLC | 0.00% | New | 371 | $4K |
| Highline Wealth Partners LLC | 0.00% | No change | 250 | $3K |
| JPMorgan Chase & Co. | 0.00% | No change | 230 | $3K |
| Compass Financial Management LLC | 0.00% | — | 205 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | Add +3.2% | 163 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 162 | $2K |
| Strategic Advocates LLC | 0.01% | No change | 135 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 114 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | New | 93 | $1K |
| Tsfg, LLC | 0.00% | No change | 67 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 41 | $462 |
| Assetmark, Inc. | 0.00% | No change | 16 | $180 |
| Citigroup Inc. | 0.00% | No change | 1 | $11 |
"% of holder's portfolio" is KIO's weight in each manager's 13F, not the share of KKR Income Opportunities the manager owns.