KKR Income OpportunitiesKIO
13F holders, Q4 2024 (December 31)66holders +7
8new positions
6sold out
$13.40avg. 13F price*
At the end of Q4 2024, 66 institutions reported holding KKR Income Opportunities (KIO) in their 13F filings, up 7 from Q3 2024. 8 opened new positions and 6 sold out. The largest holders were Morgan Stanley ($13.4M), UBS Group AG ($8.6M) and Guggenheim Capital LLC ($7.6M).
- Company
- KKR Income Opportunities
- CUSIP
- 48249T106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.3M |
| Exits | 6 | $778K |
All 13F filers, Q3 2024 → Q4 2024: 455,015 shares bought and 178,941 shares sold, net +276,074 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 66 holders
| Morgan Stanley | 0.00% | Add +5.7% | 999,023 | $13.4M |
| UBS Group AG | 0.00% | Add +7.7% | 644,173 | $8.6M |
| Guggenheim Capital LLC | 0.06% | Add +7.0% | 567,989 | $7.6M |
| Penserra Capital Management LLC | 0.09% | Add +7.2% | 383,114 | $5.1M |
| Advisors Asset Management, Inc. | 0.08% | Reduce -20.8% | 324,355 | $4.3M |
| Bank of America Corp. | 0.00% | Add +3.1% | 287,895 | $3.9M |
| Stifel Financial Corp. | 0.00% | Add +68.5% | 182,559 | $2.4M |
| Capital Investment Advisors, LLC | 0.04% | Reduce -7.5% | 164,923 | $2.2M |
| Wells Fargo & Company | 0.00% | Add +29.9% | 163,325 | $2.2M |
| Invesco Ltd. | 0.00% | Reduce -2.1% | 154,086 | $2.1M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.3% | 114,597 | $1.5M |
| Joseph P. Lucia & Associates, LLC | 0.62% | Add +4.9% | 104,300 | $1.4M |
| LPL Financial LLC | 0.00% | Add +6.5% | 86,269 | $1.2M |
| Royal Bank of Canada | 0.00% | Add +6.2% | 81,358 | $1.1M |
| Summit X, LLC | 0.22% | Reduce -2.3% | 74,747 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.5% | 63,834 | $854K |
| Virtus Advisers, LLC | 0.35% | Add +32.0% | 63,436 | $849K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +43.8% | 60,759 | $813K |
| Carnegie Lake Advisors LLC | 0.27% | No change | 50,023 | $669K |
| Bramshill Investments, LLC | 0.10% | Reduce -1.2% | 48,929 | $655K |
| Kovack Advisors, Inc. | 0.06% | Reduce -5.8% | 44,045 | $589K |
| NewEdge Advisors, LLC | 0.00% | Add +4.7% | 41,622 | $557K |
| Envestnet Asset Management Inc. | 0.00% | Add +8.7% | 39,533 | $529K |
| Comerica Bank | 0.00% | Add +3.7% | 39,272 | $525K |
| Vanguard Capital Wealth Advisors | 0.51% | No change | 35,000 | $468K |
| Wedbush Securities Inc. | 0.01% | Reduce -0.7% | 30,135 | $403K |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.8% | 29,694 | $397K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 29,443 | $394K |
| Cetera Investment Advisers | 0.00% | Add +76.4% | 29,313 | $392K |
| Stephens Inc. | 0.01% | Add +3.9% | 26,852 | $359K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +3.3% | 24,297 | $325K |
| Atala Financial Inc | 0.22% | — | 23,270 | $311K |
| Cresset Asset Management, LLC | 0.00% | Add +21.5% | 22,671 | $303K |
| Walleye Capital LLC | 0.00% | New | 22,483 | $301K |
| Raymond James Financial Inc. | 0.00% | — | 20,968 | $281K |
| Gator Capital Management, LLC | 0.10% | No change | 19,693 | $263K |
| Verity Asset Management, Inc. | 0.13% | Add +16.6% | 17,522 | $234K |
| Commonwealth Equity Services, LLC | 0.00% | Add +23.6% | 17,498 | $234K |
| Apollon Wealth Management, LLC | 0.00% | New | 16,041 | $215K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -2.0% | 15,486 | $207K |
| Rik Saylor Financial, Inc. | 0.19% | — | 15,098 | $202K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | No change | 13,728 | $184K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 13,370 | $179K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.9% | 13,354 | $179K |
| 1776 Wealth LLC | 0.08% | No change | 13,144 | $176K |
| HighTower Advisors, LLC | 0.00% | Reduce -40.5% | 13,050 | $175K |
| Stratos Wealth Partners, LTD. | 0.00% | No change | 13,000 | $174K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 12,996 | $174K |
| Plotkin Financial Advisors, LLC | 0.10% | No change | 12,938 | $173K |
| Marex Group Ltd | 0.00% | New | 10,419 | $139K |
| Naviter Wealth, LLC | 0.02% | New | 10,373 | $139K |
| Creative Planning | 0.00% | Reduce -15.9% | 10,369 | $139K |
| Itau Unibanco Holding S.A. | 0.00% | New | 752 | $111K |
| CoreCap Advisors, LLC | 0.00% | Reduce -11.9% | 7,575 | $101K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 2,687 | $36K |
| US Bancorp \de | 0.00% | New | 1,495 | $20K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 1,200 | $16K |
| Future Financial Wealth Managment LLC | 0.01% | Reduce -48.3% | 750 | $10K |
| Transce3nd, LLC | 0.00% | — | 628 | $8K |
| Avior Wealth Management, LLC | 0.00% | No change | 376 | $5K |
| JPMorgan Chase & Co. | 0.00% | No change | 230 | $3K |
| Fifth Third Bancorp | 0.00% | Reduce -66.7% | 200 | $3K |
| Mountain Hill Investment Partners Corp. | 0.00% | — | 136 | $2K |
| Assetmark, Inc. | 0.00% | No change | 78 | $1K |
| Cwm, LLC | 0.00% | No change | 46 | $1K |
| Parvin Asset Management, LLC | 0.00% | — | 50 | $669 |
"% of holder's portfolio" is KIO's weight in each manager's 13F, not the share of KKR Income Opportunities the manager owns.