KKR Income OpportunitiesKIO
13F holders, Q1 2026 (March 31)94holders −1
14new positions
13sold out
$11.00avg. 13F price*
At the end of Q1 2026, 94 institutions reported holding KKR Income Opportunities (KIO) in their 13F filings, down 1 from Q4 2025. 14 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($30.2M), Penserra Capital Management LLC ($12.3M) and Guggenheim Capital LLC ($8.7M).
- Company
- KKR Income Opportunities
- CUSIP
- 48249T106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $3.7M |
| Exits | 13 | $6.0M |
All 13F filers, Q4 2025 → Q1 2026: 1,554,624 shares bought and 1,356,769 shares sold, net +197,855 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| Morgan Stanley | 0.00% | Add +38.9% | 2,745,407 | $30.2M |
| Penserra Capital Management LLC | 0.14% | Reduce -7.4% | 1,117,298 | $12.3M |
| Guggenheim Capital LLC | 0.07% | Add +5.0% | 793,562 | $8.7M |
| UBS Group AG | 0.00% | Add +6.5% | 660,462 | $7.3M |
| Wells Fargo & Company | 0.00% | Add +2.1% | 583,146 | $6.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +4.3% | 469,778 | $5.2M |
| Bank of America Corp. | 0.00% | Add +8.7% | 341,918 | $3.8M |
| Shaker Financial Services, LLC | 1.21% | Add +2.4% | 315,638 | $3.5M |
| Logan Stone Capital, LLC | 0.75% | Add +46.4% | 246,200 | $2.7M |
| LPL Financial LLC | 0.00% | Add +79.6% | 212,945 | $2.3M |
| Rareview Capital LLC | 1.33% | Add +20.6% | 180,612 | $2.3M |
| Karpus Management, Inc. | 0.06% | Reduce -3.8% | 168,693 | $1.9M |
| Invesco Ltd. | 0.00% | Add +29.2% | 153,124 | $1.7M |
| Significant Wealth Partners LLC | 1.91% | New | 141,149 | $1.6M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -1.9% | 140,325 | $1.5M |
| Kovack Advisors, Inc. | 0.08% | Reduce -14.5% | 135,026 | $1.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -3.6% | 116,691 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.6% | 111,203 | $1.2M |
| Joseph P. Lucia & Associates, LLC | 0.39% | Reduce -6.1% | 99,034 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +5.0% | 96,405 | $1.1M |
| Cohen & Steers, Inc. | 0.00% | Add +132.3% | 87,779 | $966K |
| Baird Financial Group, Inc. | 0.00% | Reduce -7.9% | 83,144 | $915K |
| Sit Investment Associates Inc. | 0.02% | Reduce -72.1% | 80,300 | $883K |
| Royal Bank of Canada | 0.00% | Reduce -35.3% | 76,943 | $846K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -74.9% | 76,042 | $836K |
| Wolverine Asset Management LLC | 0.04% | Add +5.8% | 75,056 | $826K |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.5% | 65,910 | $725K |
| Robinson Capital Management, LLC | 0.27% | No change | 52,154 | $590K |
| Envestnet Asset Management Inc. | 0.00% | Add +5.8% | 51,222 | $563K |
| Virtus Investment Advisers, LLC | 0.15% | Reduce -13.9% | 48,573 | $534K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.1% | 48,470 | $533K |
| Bramshill Investments, LLC | 0.04% | Reduce -0.6% | 47,137 | $519K |
| PFG Investments, LLC | 0.02% | New | 44,264 | $487K |
| Carnegie Lake Advisors LLC | 0.19% | Reduce -1.1% | 43,124 | $474K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.8% | 43,103 | $474K |
| Aviance Capital Partners, LLC | 0.05% | Add +1.2% | 39,986 | $440K |
| Fifth Third Bancorp | 0.00% | New | 39,792 | $438K |
| Stephens Inc. | 0.01% | Add +0.1% | 36,695 | $404K |
| Uncommon Cents Investing LLC | 0.08% | Reduce -0.9% | 33,085 | $364K |
| Hennion & Walsh Asset Management, Inc. | 0.01% | Reduce -5.0% | 27,840 | $306K |
| Osaic Holdings, Inc. | 0.00% | Reduce -26.8% | 25,964 | $286K |
| Total Wealth Planning & Management, Inc. | 0.22% | New | 25,654 | $282K |
| Equitable Holdings, Inc. | 0.00% | New | 21,453 | $249K |
| WealthTrust Axiom LLC | 0.06% | Reduce -1.1% | 21,953 | $241K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -51.5% | 20,853 | $226K |
| Apollon Wealth Management, LLC | 0.00% | No change | 19,629 | $216K |
| Stifel Financial Corp. | 0.00% | No change | 18,103 | $199K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.5% | 17,629 | $194K |
| Fortitude Advisory Group L.L.C. | 0.08% | No change | 16,066 | $177K |
| Cresset Asset Management, LLC | 0.00% | No change | 15,938 | $175K |
| Rik Saylor Financial, Inc. | 0.13% | Add +1.3% | 15,832 | $174K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -6.5% | 15,307 | $168K |
| Nomura Holdings Inc. | 0.00% | New | 15,000 | $165K |
| BlackRock, Inc. | 0.00% | Add +1.6% | 13,879 | $153K |
| Graves Light Lenhart Wealth, Inc. | 0.02% | No change | 13,728 | $151K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -4.0% | 13,464 | $148K |
| Cooper/Haims Advisors, LLC | 0.07% | New | 13,306 | $146K |
| Plotkin Financial Advisors, LLC | 0.07% | New | 12,938 | $142K |
| HighTower Advisors, LLC | 0.00% | No change | 12,742 | $140K |
| Uhlmann Price Securities, LLC | 0.01% | Add +3.3% | 12,473 | $137K |
| Herold Advisors, Inc. | 0.03% | Add +1.2% | 12,018 | $132K |
| Jane Street Group, LLC | 0.00% | Reduce -89.3% | 11,764 | $129K |
| Gill Capital Partners, LLC | 0.04% | Reduce -1.6% | 11,125 | $122K |
| Gator Capital Management, LLC | 0.03% | No change | 11,102 | $122K |
| Integrity Advisory Solutions, LLC | 0.01% | New | 10,344 | $114K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 10,162 | $112K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -8.0% | 10,090 | $111K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -4.6% | 10,090 | $108K |
| Anfield Capital Management, LLC | 0.02% | No change | 7,911 | $87K |
| Blue Trust, Inc. | 0.00% | Reduce -0.9% | 6,285 | $69K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -16.8% | 5,372 | $59K |
| US Bancorp \de | 0.00% | No change | 5,076 | $56K |
| Arax Advisory Partners | 0.00% | Reduce -86.7% | 5,000 | $55K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 2,971 | $33K |
| Harbour Investments, Inc. | 0.00% | New | 2,753 | $30K |
| BNP Paribas Financial Markets | 0.00% | No change | 2,198 | $24K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -45.8% | 1,305 | $14K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Add +41.9% | 1,083 | $12K |
| Global Wealth Strategies & Associates | 0.00% | No change | 903 | $10K |
| Corient Private Wealth LP | 0.00% | No change | 30,841 | $10K |
| Noble Wealth Management PBC | 0.00% | New | 800 | $9K |
| Cwm, LLC | 0.00% | Add +1.0% | 680 | $7K |
| WPG Advisers, LLC | 0.00% | Add +128.1% | 422 | $5K |
| CoreCap Advisors, LLC | 0.00% | Reduce -47.6% | 406 | $4K |
| Osbon Capital Management LLC | 0.00% | New | 308 | $3K |
| Highline Wealth Partners LLC | 0.00% | Reduce -50.0% | 250 | $3K |
| JPMorgan Chase & Co. | 0.00% | No change | 230 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 162 | $2K |
| Mountain Hill Investment Partners Corp. | 0.00% | Add +3.3% | 158 | $2K |
| Strategic Advocates LLC | 0.01% | Reduce -99.7% | 135 | $1K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 114 | $1K |
| Tsfg, LLC | 0.00% | No change | 67 | $1K |
| Assetmark, Inc. | 0.00% | Reduce -74.2% | 16 | $176 |
| Citigroup Inc. | 0.00% | No change | 1 | $11 |
"% of holder's portfolio" is KIO's weight in each manager's 13F, not the share of KKR Income Opportunities the manager owns.