KKR Income OpportunitiesKIO
13F holders, Q1 2025 (March 31)83holders +17
28new positions
10sold out
$12.29avg. 13F price*
At the end of Q1 2025, 83 institutions reported holding KKR Income Opportunities (KIO) in their 13F filings, up 17 from Q4 2024. 28 opened new positions and 10 sold out. The largest holders were Sit Investment Associates Inc. ($27.8M), Morgan Stanley ($14.2M) and UBS Group AG ($11.0M).
- Company
- KKR Income Opportunities
- CUSIP
- 48249T106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $76.6M |
| Exits | 10 | $1.6M |
All 13F filers, Q4 2024 → Q1 2025: 7,235,218 shares bought and 230,574 shares sold, net +7,004,644 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 83 holders
| Sit Investment Associates Inc. | 0.65% | New | 2,260,825 | $27.8M |
| Morgan Stanley | 0.00% | Add +15.5% | 1,154,196 | $14.2M |
| UBS Group AG | 0.00% | Add +39.0% | 895,306 | $11.0M |
| Landscape Capital Management, L.L.C. | 0.88% | New | 800,734 | $9.8M |
| Guggenheim Capital LLC | 0.09% | Add +35.2% | 767,963 | $9.4M |
| 1607 Capital Partners, LLC | 0.72% | New | 729,483 | $9.0M |
| Karpus Management, Inc. | 0.27% | New | 676,301 | $8.3M |
| Allspring Global Investments Holdings, LLC | 0.01% | New | 601,202 | $7.4M |
| Polar Asset Management Partners Inc. | 0.23% | New | 403,595 | $5.0M |
| Penserra Capital Management LLC | 0.08% | Reduce -9.2% | 347,991 | $4.3M |
| Bank of America Corp. | 0.00% | Add +12.3% | 323,397 | $4.0M |
| Advisors Asset Management, Inc. | 0.07% | Reduce -8.4% | 297,205 | $3.7M |
| Stifel Financial Corp. | 0.00% | Add +23.7% | 225,883 | $2.8M |
| Wells Fargo & Company | 0.00% | Add +29.3% | 211,240 | $2.6M |
| Capital Investment Advisors, LLC | 0.04% | Reduce -5.7% | 155,563 | $1.9M |
| Invesco Ltd. | 0.00% | Reduce -6.5% | 144,007 | $1.8M |
| Wolverine Asset Management LLC | 0.12% | New | 134,352 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +3.4% | 118,474 | $1.5M |
| Joseph P. Lucia & Associates, LLC | 0.59% | Add +0.5% | 104,840 | $1.3M |
| LPL Financial LLC | 0.00% | Add +17.1% | 101,002 | $1.2M |
| Kovack Advisors, Inc. | 0.13% | Add +124.0% | 98,665 | $1.2M |
| Raymond James Financial Inc. | 0.00% | Add +337.6% | 91,746 | $1.1M |
| Virtus Investment Advisers, LLC | 0.31% | New | 91,091 | $1.1M |
| Royal Bank of Canada | 0.00% | Add +7.4% | 87,365 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +29.9% | 78,928 | $970K |
| Strategic Advocates LLC | 0.33% | New | 77,035 | $947K |
| StoneX Group Inc. | 0.05% | New | 75,648 | $930K |
| Rockefeller Capital Management L.P. | 0.00% | Add +7.8% | 68,834 | $846K |
| Rivernorth Capital Management, LLC | 0.04% | New | 60,042 | $738K |
| Summit X, LLC | 0.15% | Reduce -23.1% | 57,506 | $707K |
| Osaic Holdings, Inc. | 0.00% | Add +79.4% | 53,260 | $655K |
| Carnegie Lake Advisors LLC | 0.25% | No change | 50,023 | $615K |
| Bramshill Investments, LLC | 0.06% | Add +0.1% | 48,996 | $602K |
| Robinson Capital Management, LLC | 0.23% | New | 47,039 | $578K |
| NewEdge Advisors, LLC | 0.00% | Add +9.2% | 45,466 | $559K |
| Cetera Investment Advisers | 0.00% | Add +51.9% | 44,523 | $547K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +47.5% | 43,435 | $534K |
| Envestnet Asset Management Inc. | 0.00% | Add +3.0% | 40,726 | $501K |
| Comerica Bank | 0.00% | No change | 39,272 | $483K |
| Shaker Financial Services, LLC | 0.18% | New | 38,342 | $471K |
| Baird Financial Group, Inc. | 0.00% | New | 36,786 | $452K |
| Vanguard Capital Wealth Advisors | 0.53% | No change | 35,000 | $430K |
| Uncommon Cents Investing LLC | 0.12% | New | 34,234 | $421K |
| Marex Group Ltd | 0.01% | Add +200.1% | 31,270 | $384K |
| Wedbush Securities Inc. | 0.01% | Add +1.1% | 30,474 | $375K |
| Aviance Capital Partners, LLC | 0.05% | New | 30,119 | $370K |
| Stephens Inc. | 0.00% | No change | 26,852 | $330K |
| WealthTrust Axiom LLC | 0.10% | New | 26,591 | $327K |
| Commonwealth Equity Services, LLC | 0.00% | Add +40.9% | 24,646 | $303K |
| Atlantic Union Bankshares Corp | 0.02% | New | 24,237 | $298K |
| Atala Financial Inc | 0.21% | No change | 23,270 | $286K |
| SFI Advisors, LLC | 0.20% | New | 22,419 | $276K |
| Cresset Asset Management, LLC | 0.00% | Reduce -9.7% | 20,466 | $252K |
| Verity Asset Management, Inc. | 0.10% | Add +15.3% | 20,196 | $248K |
| Apollon Wealth Management, LLC | 0.00% | No change | 16,041 | $197K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -35.2% | 15,739 | $193K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Add +0.3% | 15,532 | $191K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +14.7% | 15,319 | $188K |
| Rik Saylor Financial, Inc. | 0.17% | Add +1.1% | 15,263 | $188K |
| Gill Capital Partners, LLC | 0.07% | New | 15,259 | $188K |
| Gator Capital Management, LLC | 0.07% | Reduce -29.8% | 13,820 | $170K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | No change | 13,728 | $169K |
| Concurrent Investment Advisors, LLC | 0.00% | No change | 13,370 | $164K |
| 1776 Wealth LLC | 0.07% | No change | 13,144 | $162K |
| HighTower Advisors, LLC | 0.00% | No change | 13,050 | $160K |
| Plotkin Financial Advisors, LLC | 0.10% | No change | 12,938 | $159K |
| Susquehanna International Group, LLP | 0.00% | New | 12,176 | $150K |
| Fortitude Advisory Group L.L.C. | 0.10% | New | 12,501 | $143K |
| Creative Planning | 0.00% | Add +11.5% | 11,565 | $142K |
| Uhlmann Price Securities, LLC | 0.10% | New | 11,052 | $136K |
| CoreCap Advisors, LLC | 0.01% | Add +23.2% | 9,334 | $115K |
| US Bancorp \de | 0.00% | Add +266.3% | 5,476 | $67K |
| Noble Wealth Management PBC | 0.04% | New | 5,100 | $63K |
| SVB Wealth LLC | 0.00% | New | 2,149 | $26K |
| AdvisorNet Financial, Inc | 0.00% | New | 2,093 | $26K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 750 | $9K |
| JPMorgan Chase & Co. | 0.00% | No change | 230 | $3K |
| Fifth Third Bancorp | 0.00% | No change | 200 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | Add +2.9% | 140 | $2K |
| Tsfg, LLC | 0.00% | New | 67 | $1K |
| Cwm, LLC | 0.00% | No change | 46 | $1K |
| Assetmark, Inc. | 0.00% | No change | 78 | $959 |
| Citigroup Inc. | 0.00% | New | 1 | $12 |
"% of holder's portfolio" is KIO's weight in each manager's 13F, not the share of KKR Income Opportunities the manager owns.