KKR Income OpportunitiesKIO
13F holders, Q2 2025 (June 30)95holders +12
17new positions
5sold out
$12.56avg. 13F price*
At the end of Q2 2025, 95 institutions reported holding KKR Income Opportunities (KIO) in their 13F filings, up 12 from Q1 2025. 17 opened new positions and 5 sold out. The largest holders were Sit Investment Associates Inc. ($22.1M), Morgan Stanley ($19.1M) and UBS Group AG ($9.6M).
- Company
- KKR Income Opportunities
- CUSIP
- 48249T106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $3.9M |
| Exits | 5 | $1.6M |
All 13F filers, Q1 2025 → Q2 2025: 952,051 shares bought and 2,259,373 shares sold, net −1,307,322 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| Sit Investment Associates Inc. | 0.47% | Reduce -22.0% | 1,763,303 | $22.1M |
| Morgan Stanley | 0.00% | Add +31.6% | 1,518,336 | $19.1M |
| UBS Group AG | 0.00% | Reduce -14.9% | 761,792 | $9.6M |
| Guggenheim Capital LLC | 0.07% | Reduce -6.1% | 721,159 | $9.1M |
| 1607 Capital Partners, LLC | 0.59% | Reduce -21.1% | 575,652 | $7.2M |
| Karpus Management, Inc. | 0.23% | Reduce -15.5% | 571,401 | $7.2M |
| Polar Asset Management Partners Inc. | 0.18% | Add +3.1% | 416,151 | $5.2M |
| Penserra Capital Management LLC | 0.06% | Add +3.0% | 358,576 | $4.5M |
| Bank of America Corp. | 0.00% | Add +5.3% | 340,398 | $4.3M |
| Landscape Capital Management, L.L.C. | 0.31% | Reduce -60.3% | 318,124 | $4.0M |
| Advisors Asset Management, Inc. | 0.06% | Reduce -5.3% | 281,583 | $3.5M |
| Wells Fargo & Company | 0.00% | Add +20.7% | 254,905 | $3.2M |
| Stifel Financial Corp. | 0.00% | Add +6.3% | 240,140 | $3.0M |
| Rareview Capital LLC | 1.36% | New | 171,844 | $2.2M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -0.9% | 154,220 | $1.9M |
| Invesco Ltd. | 0.00% | Reduce -3.7% | 138,655 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +50.7% | 131,652 | $1.7M |
| LPL Financial LLC | 0.00% | Add +11.9% | 113,008 | $1.4M |
| Kovack Advisors, Inc. | 0.14% | Add +12.8% | 111,315 | $1.4M |
| Joseph P. Lucia & Associates, LLC | 0.57% | Add +5.9% | 111,051 | $1.4M |
| Raymond James Financial Inc. | 0.00% | Add +17.9% | 108,124 | $1.4M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -82.1% | 107,639 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -20.0% | 94,781 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +10.3% | 87,051 | $1.1M |
| Strategic Advocates LLC | 0.31% | Add +7.0% | 82,465 | $1.0M |
| StoneX Group Inc. | 0.05% | Add +0.3% | 75,885 | $953K |
| Virtus Investment Advisers, LLC | 0.31% | Reduce -19.2% | 73,626 | $925K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -7.5% | 63,667 | $800K |
| Robinson Capital Management, LLC | 0.28% | Add +10.7% | 52,089 | $654K |
| Cetera Investment Advisers | 0.00% | Add +15.6% | 51,448 | $646K |
| Wolverine Asset Management LLC | 0.05% | Reduce -62.0% | 51,102 | $642K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.1% | 48,957 | $615K |
| Carnegie Lake Advisors LLC | 0.24% | Reduce -3.4% | 48,324 | $607K |
| Bramshill Investments, LLC | 0.06% | Reduce -1.5% | 48,244 | $606K |
| Shaker Financial Services, LLC | 0.22% | Add +25.3% | 48,059 | $604K |
| NewEdge Advisors, LLC | 0.00% | Add +4.5% | 47,517 | $597K |
| Envestnet Asset Management Inc. | 0.00% | Add +13.5% | 46,214 | $580K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.1% | 43,468 | $546K |
| Summit X, LLC | 0.10% | Reduce -26.1% | 42,476 | $533K |
| Baird Financial Group, Inc. | 0.00% | Add +12.1% | 41,236 | $518K |
| Comerica Bank | 0.00% | Add +0.4% | 39,446 | $495K |
| Cohen & Steers, Inc. | 0.00% | New | 37,779 | $475K |
| Wedbush Securities Inc. | 0.02% | Add +22.3% | 37,269 | $468K |
| Aviance Capital Partners, LLC | 0.06% | Add +18.6% | 35,723 | $449K |
| Uncommon Cents Investing LLC | 0.11% | Reduce -0.9% | 33,934 | $426K |
| Stephens Inc. | 0.01% | Add +17.8% | 31,621 | $397K |
| Corient Private Wealth LP | 0.00% | New | 30,841 | $387K |
| Vanguard Capital Wealth Advisors | 0.37% | Reduce -14.3% | 30,000 | $377K |
| Commonwealth Equity Services, LLC | 0.00% | Add +21.5% | 29,942 | $376K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Add +54.5% | 23,994 | $301K |
| Atala Financial Inc | 0.20% | No change | 23,270 | $292K |
| WealthTrust Axiom LLC | 0.08% | Reduce -13.8% | 22,914 | $288K |
| Almitas Capital LLC | 0.07% | New | 20,851 | $262K |
| Jane Street Group, LLC | 0.00% | New | 20,650 | $259K |
| Apollon Wealth Management, LLC | 0.00% | Add +5.1% | 16,866 | $212K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -0.2% | 15,712 | $197K |
| Rik Saylor Financial, Inc. | 0.15% | Add +1.1% | 15,439 | $194K |
| HighTower Advisors, LLC | 0.00% | Add +10.3% | 14,388 | $181K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +4.4% | 13,955 | $175K |
| Cresset Asset Management, LLC | 0.00% | Reduce -32.4% | 13,838 | $174K |
| Gator Capital Management, LLC | 0.05% | No change | 13,820 | $174K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | No change | 13,728 | $172K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -45.1% | 13,296 | $167K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -14.0% | 13,175 | $165K |
| 1776 Wealth LLC | 0.07% | No change | 13,144 | $165K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 12,996 | $163K |
| Plotkin Financial Advisors, LLC | 0.09% | No change | 12,938 | $163K |
| Gill Capital Partners, LLC | 0.05% | Reduce -17.1% | 12,655 | $159K |
| Fortitude Advisory Group L.L.C. | 0.09% | No change | 12,501 | $157K |
| Mariner, LLC | 0.00% | New | 11,993 | $151K |
| Verity Asset Management, Inc. | 0.07% | Reduce -40.9% | 11,937 | $150K |
| Creative Planning | 0.00% | Add +2.6% | 11,861 | $149K |
| Uhlmann Price Securities, LLC | 0.10% | Add +3.0% | 11,386 | $143K |
| Herold Advisors, Inc. | 0.03% | New | 10,505 | $132K |
| US Bancorp \de | 0.00% | Reduce -7.3% | 5,076 | $64K |
| CoreCap Advisors, LLC | 0.00% | Reduce -52.5% | 4,433 | $56K |
| AdvisorNet Financial, Inc | 0.00% | Add +86.6% | 3,905 | $49K |
| Geneos Wealth Management Inc. | 0.00% | New | 1,828 | $23K |
| Blue Trust, Inc. | 0.00% | New | 1,500 | $19K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 1,470 | $18K |
| Jones Financial Companies LLLP | 0.00% | New | 1,310 | $16K |
| NFSG Corp | 0.00% | New | 1,250 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 1,235 | $16K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 750 | $9K |
| Arax Advisory Partners | 0.00% | New | 600 | $8K |
| Ameritas Advisory Services, LLC | 0.00% | New | 372 | $5K |
| JPMorgan Chase & Co. | 0.00% | No change | 230 | $3K |
| Fifth Third Bancorp | 0.00% | No change | 200 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 162 | $2K |
| WPG Advisers, LLC | 0.00% | New | 151 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | Add +2.9% | 144 | $2K |
| Tsfg, LLC | 0.00% | No change | 67 | $1K |
| Cwm, LLC | 0.00% | No change | 46 | $1K |
| Assetmark, Inc. | 0.00% | Reduce -20.5% | 62 | $779 |
| Citigroup Inc. | 0.00% | No change | 1 | $13 |
"% of holder's portfolio" is KIO's weight in each manager's 13F, not the share of KKR Income Opportunities the manager owns.