KKR Income OpportunitiesKIO
13F holders, Q3 2025 (September 30)95holders
11new positions
9sold out
$12.60avg. 13F price*
At the end of Q3 2025, 95 institutions reported holding KKR Income Opportunities (KIO) in their 13F filings, unchanged from Q2 2025. 11 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($21.6M), Penserra Capital Management LLC ($14.2M) and Sit Investment Associates Inc. ($13.5M).
- Company
- KKR Income Opportunities
- CUSIP
- 48249T106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $6.8M |
| Exits | 9 | $9.7M |
All 13F filers, Q2 2025 → Q3 2025: 2,435,460 shares bought and 2,846,202 shares sold, net −410,742 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| Morgan Stanley | 0.00% | Add +12.8% | 1,712,582 | $21.6M |
| Penserra Capital Management LLC | 0.17% | Add +213.5% | 1,124,139 | $14.2M |
| Sit Investment Associates Inc. | 0.27% | Reduce -39.4% | 1,069,302 | $13.5M |
| Guggenheim Capital LLC | 0.07% | Reduce -0.4% | 717,954 | $9.0M |
| UBS Group AG | 0.00% | Reduce -24.9% | 572,119 | $7.2M |
| Wells Fargo & Company | 0.00% | Add +108.2% | 530,641 | $6.7M |
| Royal Bank of Canada | 0.00% | Add +300.3% | 527,002 | $6.6M |
| Janney Montgomery Scott LLC | 0.01% | New | 445,362 | $5.6M |
| Polar Asset Management Partners Inc. | 0.16% | Add +1.9% | 424,203 | $5.3M |
| Bank of America Corp. | 0.00% | Reduce -11.1% | 302,517 | $3.8M |
| Karpus Management, Inc. | 0.08% | Reduce -64.7% | 201,920 | $2.5M |
| Advisors Asset Management, Inc. | 0.04% | Reduce -37.4% | 176,246 | $2.2M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -1.0% | 152,702 | $1.9M |
| LPL Financial LLC | 0.00% | Add +26.9% | 143,351 | $1.8M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +48.6% | 140,834 | $1.8M |
| Raymond James Financial Inc. | 0.00% | Add +22.0% | 131,936 | $1.7M |
| Invesco Ltd. | 0.00% | Reduce -6.0% | 130,407 | $1.6M |
| Joseph P. Lucia & Associates, LLC | 0.53% | Add +0.6% | 111,712 | $1.4M |
| Kovack Advisors, Inc. | 0.13% | Reduce -1.1% | 110,115 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +13.1% | 98,448 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +52.1% | 78,273 | $986K |
| StoneX Group Inc. | 0.04% | Reduce -0.8% | 75,299 | $949K |
| Virtus Investment Advisers, LLC | 0.27% | Reduce -0.1% | 73,531 | $926K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 63,667 | $802K |
| Shaker Financial Services, LLC | 0.25% | Add +21.4% | 58,344 | $735K |
| Osaic Holdings, Inc. | 0.00% | Add +17.8% | 57,692 | $723K |
| Landscape Capital Management, L.L.C. | 0.04% | Reduce -82.9% | 54,439 | $686K |
| Robinson Capital Management, LLC | 0.48% | No change | 52,089 | $656K |
| Rareview Capital LLC | 0.39% | Reduce -70.6% | 50,500 | $634K |
| NewEdge Advisors, LLC | 0.00% | Add +4.7% | 49,756 | $627K |
| Jane Street Group, LLC | 0.00% | Add +140.3% | 49,629 | $625K |
| Baird Financial Group, Inc. | 0.00% | Add +17.2% | 48,336 | $609K |
| Carnegie Lake Advisors LLC | 0.23% | Reduce -0.8% | 47,924 | $604K |
| Envestnet Asset Management Inc. | 0.00% | Add +2.9% | 47,572 | $599K |
| Bramshill Investments, LLC | 0.04% | Reduce -2.3% | 47,126 | $594K |
| Strategic Advocates LLC | 0.15% | Reduce -43.9% | 46,242 | $583K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.1% | 43,501 | $539K |
| Arax Advisory Partners | 0.01% | Add +6490.8% | 39,545 | $498K |
| Comerica Bank | 0.00% | Add +0.1% | 39,503 | $498K |
| Aviance Capital Partners, LLC | 0.06% | Add +5.9% | 37,839 | $477K |
| Cohen & Steers, Inc. | 0.00% | No change | 37,779 | $476K |
| Wedbush Securities Inc. | 0.01% | Reduce -3.9% | 35,836 | $452K |
| Uncommon Cents Investing LLC | 0.10% | Reduce -1.6% | 33,385 | $421K |
| Stephens Inc. | 0.01% | Add +0.1% | 31,643 | $399K |
| Vanguard Capital Wealth Advisors | 0.30% | No change | 30,000 | $378K |
| Corient Private Wealth LP | 0.00% | Reduce -2.7% | 30,000 | $378K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Add +24.1% | 29,778 | $375K |
| Stifel Financial Corp. | 0.00% | Reduce -87.8% | 29,204 | $368K |
| Atala Financial Inc | 0.18% | No change | 23,270 | $293K |
| WealthTrust Axiom LLC | 0.08% | No change | 22,914 | $289K |
| DAVENPORT & Co LLC | 0.00% | New | 21,708 | $274K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -41.5% | 17,521 | $221K |
| Apollon Wealth Management, LLC | 0.00% | Add +2.9% | 17,355 | $219K |
| PFG Investments, LLC | 0.01% | New | 16,401 | $207K |
| Virtu Financial LLC | 0.01% | New | 16,138 | $203K |
| Fortitude Advisory Group L.L.C. | 0.11% | Add +28.5% | 16,066 | $202K |
| Cresset Asset Management, LLC | 0.00% | Add +15.2% | 15,938 | $201K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +1.6% | 15,971 | $200K |
| Rik Saylor Financial, Inc. | 0.14% | Add +0.1% | 15,457 | $195K |
| Verity Asset Management, Inc. | 0.06% | Add +29.3% | 15,436 | $194K |
| HighTower Advisors, LLC | 0.00% | No change | 14,388 | $181K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -0.1% | 13,934 | $176K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | No change | 13,728 | $173K |
| Gilman Hill Asset Management, LLC | 0.03% | New | 13,235 | $167K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 12,996 | $164K |
| Plotkin Financial Advisors, LLC | 0.08% | No change | 12,938 | $163K |
| Creative Planning | 0.00% | Add +2.5% | 12,155 | $153K |
| 1776 Wealth LLC | 0.06% | Reduce -9.1% | 11,944 | $150K |
| Gator Capital Management, LLC | 0.04% | Reduce -13.9% | 11,902 | $150K |
| Herold Advisors, Inc. | 0.03% | Add +13.0% | 11,874 | $150K |
| Oppenheimer & Co. Inc. | 0.00% | New | 11,781 | $148K |
| Gill Capital Partners, LLC | 0.05% | Reduce -7.1% | 11,752 | $148K |
| Uhlmann Price Securities, LLC | 0.09% | Add +2.9% | 11,715 | $148K |
| Anfield Capital Management, LLC | 0.03% | New | 7,911 | $100K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -45.0% | 7,310 | $92K |
| AdvisorNet Financial, Inc | 0.00% | Add +52.7% | 5,962 | $75K |
| US Bancorp \de | 0.00% | No change | 5,076 | $64K |
| BNP Paribas Financial Markets | 0.00% | New | 1,884 | $24K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +51.3% | 1,868 | $24K |
| Jones Financial Companies LLLP | 0.00% | Reduce -3.1% | 1,269 | $16K |
| NFSG Corp | 0.00% | No change | 1,250 | $16K |
| CoreCap Advisors, LLC | 0.00% | Reduce -77.0% | 1,022 | $13K |
| Sunbelt Securities, Inc. | 0.00% | New | 1,000 | $13K |
| Global Wealth Strategies & Associates | 0.00% | New | 903 | $11K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 750 | $9K |
| Highline Wealth Partners LLC | 0.00% | New | 500 | $6K |
| Cwm, LLC | 0.00% | Add +704.4% | 370 | $5K |
| JPMorgan Chase & Co. | 0.00% | No change | 230 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 162 | $2K |
| WPG Advisers, LLC | 0.00% | Add +4.0% | 157 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | Add +2.8% | 148 | $2K |
| Tsfg, LLC | 0.00% | No change | 67 | $1K |
| Assetmark, Inc. | 0.00% | No change | 62 | $781 |
| Blue Trust, Inc. | 0.00% | Reduce -96.0% | 60 | $756 |
| 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.