KKR & Co. Inc. (KKR)
SEC filings, insider trading & institutional ownership from EDGAR.
KKR is a leading global investment firm founded in 1976 that operates across three segments: asset management, insurance, and strategic holdings. Its asset management business spans private equity, real assets, credit and liquid strategies, capital markets, and principal activities, earning management fees, incentive fees, carried interest, and transaction fees, with approximately 93% of AUM classified as long-duration or perpetual capital. The firm has completed over 770 private equity investments totaling more than $790 billion in transaction value and manages a Private Equity business line with $195.4 billion in AUM as of December 31, 2024, spanning traditional private equity ($139.9 billion), core private equity ($37.4 billion), and growth equity ($18.1 billion, including technology, healthcare, and impact strategies), with a traditional private equity portfolio of over 140 companies generating approximately $345 billion in annual revenues across 30+ countries.
Its Real Assets business line held $166.0 billion in AUM, covering infrastructure ($79.9 billion), real estate ($79.5 billion, split between credit and equity), and energy ($5.2 billion), with platforms including a global infrastructure strategy launched in 2008, a diversified core infrastructure fund since 2020, a 2023 climate-focused strategy, and real estate operations spanning equity, credit, and CMBS through vehicles like KREST, KREF, and Japan-based KJRM, alongside energy investments via publicly listed Crescent Energy Company. KKR's insurance business, operated through wholly-owned subsidiary Global Atlantic, is a leading retirement and life insurer offering fixed and fixed-indexed annuities, life products, and institutional reinsurance solutions (block, flow, and pension risk transfer), serving over 3.5 million policyholders as of year-end 2024 and generating income through spread between investment income and policyholder benefit costs. The firm's Strategic Holdings segment, comprising ownership in 18 companies acquired through its core private equity strategy, focuses on controlling interests in operating companies with longer holding periods and lower risk profiles.
KKR emphasizes alignment of interests through significant firm and employee co-investment (approximately $28.6 billion committed as of December 31, 2024), a global integrated platform with multilingual investment teams, rigorous due diligence and portfolio management processes, and a disciplined, collaborative investment culture across its worldwide offices.
AI-summarized from Item 1 (Business) of the company's most recent 10-K filing.
Financials
As reported to the SEC via XBRL, no adjustments
| Net margin | 12.2% |
Latest filings
10-K, 10-Q, 8-K, Form 4 & 13D/G. Sourced directly from SEC EDGAR
| Form | Filed | Accession |
|---|---|---|
| 4ROBERTS GEORGE R | Oct 3, 2026 | 0001140361-26-038407EDGAR |
| 4ROBERTS GEORGE R | Sep 18, 2026 | 0001140361-26-037106EDGAR |
| 4BAE JOSEPH Y | Sep 10, 2026 | 0001140361-26-036220EDGAR |
| 4Lewin Robert H | Sep 4, 2026 | 0001140361-26-035811EDGAR |
| 4HOLMES DANE E | Sep 4, 2026 | 0001140361-26-035810EDGAR |
| 4ROBERTS GEORGE R | Sep 2, 2026 | 0001140361-26-035486EDGAR |
| 8-K | Aug 31, 2026 | 0001140361-26-034930EDGAR |
| 8-K | Aug 27, 2026 | 0001140361-26-034520EDGAR |
Insider trading
From Form 4 filings
| Insider | Date | Type |
|---|---|---|
| ROBERTS GEORGE R | Sep 30, 2026 | Acquire (J) |
| KRAVIS HENRY R | Sep 30, 2026 | Acquire (J) |
| KKR Management LLP | Sep 30, 2026 | Acquire (J) |
| KKR & Co. Inc. | Sep 30, 2026 | Acquire (J) |
| KKR Group Co. Inc. | Sep 30, 2026 | Acquire (J) |
Top holders
13F & 13D/G • latest quarter
| Holder | Stake | Filed | Value |
|---|---|---|---|
| BlackRock, Inc. | 5.0% | Aug 7, 2026 | $4.15B |
| Vanguard Capital Management | 5.0% | Aug 13, 2026 | $4.09B |
| Capital International Investors | 4.1% | Aug 12, 2026 | $3.34B |
| STATE STREET CORPORATION | 3.3% | Sep 22, 2026 | $2.69B |
| FMR LLC | 2.4% | Aug 13, 2026 | $1.98B |
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Companies related to KKR
Peers identified from KKR's own SEC filings.
Data as of Oct 16, 2026Source: SEC EDGAR.