KKR Income OpportunitiesKIO
13F holders, Q4 2025 (December 31)95holders
14new positions
13sold out
1famous investor
$11.60avg. 13F price*
At the end of Q4 2025, 95 institutions reported holding KKR Income Opportunities (KIO) in their 13F filings, unchanged from Q3 2025. 14 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($22.9M), Penserra Capital Management LLC ($14.0M) and Guggenheim Capital LLC ($8.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- KKR Income Opportunities
- CUSIP
- 48249T106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $8.9M |
| Exits | 13 | $7.4M |
All 13F filers, Q3 2025 → Q4 2025: 1,813,983 shares bought and 2,082,696 shares sold, net −268,713 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| Morgan Stanley | 0.00% | Add +15.4% | 1,976,253 | $22.9M |
| Penserra Capital Management LLC | 0.17% | Add +7.4% | 1,206,826 | $14.0M |
| Guggenheim Capital LLC | 0.06% | Add +5.3% | 755,814 | $8.8M |
| UBS Group AG | 0.00% | Add +8.4% | 620,374 | $7.2M |
| Wells Fargo & Company | 0.00% | Add +7.6% | 571,104 | $6.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.1% | 450,490 | $5.2M |
| Bank of America Corp. | 0.00% | Add +4.0% | 314,703 | $3.6M |
| Shaker Financial Services, LLC | 1.13% | Add +428.1% | 308,129 | $3.6M |
| Balyasny Asset Management L.P. | 0.01% | New | 303,000 | $3.5M |
| Sit Investment Associates Inc. | 0.07% | Reduce -73.1% | 288,038 | $3.3M |
| Karpus Management, Inc. | 0.06% | Reduce -13.1% | 175,388 | $2.0M |
| Logan Stone Capital, LLC | 0.48% | New | 168,195 | $1.9M |
| Rareview Capital LLC | 1.22% | Add +196.7% | 149,809 | $1.9M |
| Kovack Advisors, Inc. | 0.09% | Add +43.4% | 157,883 | $1.8M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -6.3% | 143,053 | $1.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.2% | 121,099 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -77.4% | 118,909 | $1.4M |
| LPL Financial LLC | 0.00% | Reduce -17.3% | 118,572 | $1.4M |
| Invesco Ltd. | 0.00% | Reduce -9.1% | 118,549 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -20.6% | 111,870 | $1.3M |
| Jane Street Group, LLC | 0.00% | Add +121.2% | 109,782 | $1.3M |
| Joseph P. Lucia & Associates, LLC | 0.44% | Reduce -5.6% | 105,417 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +3.2% | 101,635 | $1.2M |
| Cetera Investment Advisers | 0.00% | Add +17.3% | 91,840 | $1.1M |
| Rivernorth Capital Management, LLC | 0.05% | New | 91,534 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Add +86.7% | 90,238 | $1.0M |
| StoneX Group Inc. | 0.04% | Reduce -2.6% | 73,355 | $850K |
| Wolverine Asset Management LLC | 0.05% | New | 70,942 | $822K |
| Landscape Capital Management, L.L.C. | 0.05% | Add +19.6% | 65,131 | $755K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 63,667 | $738K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -63.9% | 63,610 | $737K |
| Virtus Investment Advisers, LLC | 0.18% | Reduce -23.3% | 56,409 | $654K |
| Robinson Capital Management, LLC | 0.26% | Add +0.1% | 52,154 | $604K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.5% | 49,514 | $574K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.8% | 48,407 | $561K |
| Bramshill Investments, LLC | 0.03% | Add +0.7% | 47,436 | $550K |
| TrueMark Investments, LLC | 0.10% | New | 45,255 | $525K |
| Wedbush Securities Inc. | 0.01% | Add +22.5% | 43,891 | $509K |
| Carnegie Lake Advisors LLC | 0.19% | Reduce -9.0% | 43,624 | $506K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.3% | 42,948 | $500K |
| Comerica Bank | 0.00% | Add +0.5% | 39,715 | $460K |
| Aviance Capital Partners, LLC | 0.05% | Add +4.4% | 39,499 | $458K |
| Strategic Advocates LLC | 0.12% | Reduce -16.0% | 38,847 | $451K |
| Cohen & Steers, Inc. | 0.00% | No change | 37,779 | $438K |
| Arax Advisory Partners | 0.01% | Reduce -5.2% | 37,477 | $434K |
| Stephens Inc. | 0.01% | Add +15.9% | 36,668 | $425K |
| Osaic Holdings, Inc. | 0.00% | Reduce -38.5% | 35,488 | $411K |
| Uncommon Cents Investing LLC | 0.09% | No change | 33,385 | $387K |
| Corient Private Wealth LP | 0.00% | Add +2.8% | 30,841 | $357K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -1.6% | 29,292 | $339K |
| WealthTrust Axiom LLC | 0.07% | Reduce -3.1% | 22,198 | $257K |
| Apollon Wealth Management, LLC | 0.00% | Add +13.1% | 19,629 | $227K |
| Stifel Financial Corp. | 0.00% | Reduce -38.0% | 18,103 | $210K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.1% | 17,708 | $205K |
| HRT Financial LP | 0.00% | New | 16,788 | $194K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +2.5% | 16,378 | $191K |
| Fortitude Advisory Group L.L.C. | 0.08% | No change | 16,066 | $186K |
| Cresset Asset Management, LLC | 0.00% | No change | 15,938 | $185K |
| Virtu Financial LLC | 0.01% | Reduce -1.5% | 15,894 | $184K |
| Rik Saylor Financial, Inc. | 0.13% | Add +1.1% | 15,625 | $181K |
| Citadel Advisors | 0.00% | New | 14,703 | $170K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +0.7% | 14,029 | $163K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | No change | 13,728 | $159K |
| XTX Topco Ltd | 0.00% | New | 13,701 | $159K |
| BlackRock, Inc. | 0.00% | New | 13,654 | $158K |
| HighTower Advisors, LLC | 0.00% | Reduce -11.4% | 12,742 | $148K |
| Uhlmann Price Securities, LLC | 0.08% | Add +3.1% | 12,079 | $140K |
| Herold Advisors, Inc. | 0.03% | Add +0.0% | 11,877 | $138K |
| Gill Capital Partners, LLC | 0.04% | Reduce -3.8% | 11,310 | $131K |
| Gator Capital Management, LLC | 0.03% | Reduce -6.7% | 11,102 | $129K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -6.9% | 10,964 | $127K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 10,576 | $123K |
| Marex Group Ltd | 0.00% | New | 10,102 | $117K |
| Anfield Capital Management, LLC | 0.03% | No change | 7,911 | $92K |
| Kestra Advisory Services, LLC | 0.00% | New | 7,579 | $88K |
| AdvisorNet Financial, Inc | 0.00% | Add +8.3% | 6,455 | $75K |
| Blue Trust, Inc. | 0.00% | Add +10475.0% | 6,345 | $74K |
| US Bancorp \de | 0.00% | No change | 5,076 | $59K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +59.0% | 2,971 | $34K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -67.1% | 2,407 | $28K |
| BNP Paribas Financial Markets | 0.00% | Add +16.7% | 2,198 | $25K |
| Global Retirement Partners, LLC | 0.00% | New | 1,546 | $18K |
| Sunbelt Securities, Inc. | 0.00% | No change | 1,000 | $12K |
| Global Wealth Strategies & Associates | 0.00% | No change | 903 | $10K |
| CoreCap Advisors, LLC | 0.00% | Reduce -24.2% | 775 | $9K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 763 | $9K |
| Cwm, LLC | 0.00% | Add +81.9% | 673 | $8K |
| Highline Wealth Partners LLC | 0.00% | No change | 500 | $6K |
| JPMorgan Chase & Co. | 0.00% | No change | 230 | $3K |
| WPG Advisers, LLC | 0.00% | Add +17.8% | 185 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 162 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | Add +3.4% | 153 | $2K |
| Tsfg, LLC | 0.00% | No change | 67 | $1K |
| Assetmark, Inc. | 0.00% | No change | 62 | $719 |
| Citigroup Inc. | 0.00% | No change | 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.