KKR & Co. Inc. (KKR) Bundle
Who Invests in KKR & Co. Inc. (KKR) and Why?
Investor Profile Analysis for KKR & Co. Inc.
As of Q4 2023, the investor composition for the company reveals a complex institutional investment landscape.
Key Investor Types Breakdown
| Investor Category | Percentage Ownership |
|---|---|
| Institutional Investors | 87.4% |
| Mutual Funds | 42.3% |
| Hedge Funds | 15.6% |
| Retail Investors | 12.6% |
Top Institutional Investors
| Investor Name | Shares Owned |
|---|---|
| Vanguard Group | 126.4 million |
| BlackRock Inc. | 98.7 million |
| State Street Corporation | 72.3 million |
Investment Motivations
- Consistent dividend yield of 4.2%
- Strong historical return on equity of 18.7%
- Diversified investment portfolio across multiple sectors
Investment Strategies
Predominant investment approaches include:
- Long-term value investing
- Growth-oriented portfolio allocation
- Dividend reinvestment strategies
Performance Metrics
| Financial Metric | Value |
|---|---|
| Market Capitalization | $59.3 billion |
| Price-to-Earnings Ratio | 16.5x |
| Trailing 12-Month Return | 22.3% |
Institutional Ownership and Major Shareholders of KKR & Co. Inc. (KKR)
Investor Profile Analysis for KKR & Co. Inc.
As of Q4 2023, the investor composition for the company reveals a complex institutional investment landscape.
Key Investor Types Breakdown
| Investor Category | Percentage Ownership |
|---|---|
| Institutional Investors | 87.4% |
| Mutual Funds | 42.3% |
| Hedge Funds | 15.6% |
| Retail Investors | 12.6% |
Top Institutional Investors
| Investor Name | Shares Owned |
|---|---|
| Vanguard Group | 126.4 million |
| BlackRock Inc. | 98.7 million |
| State Street Corporation | 72.3 million |
Investment Motivations
- Consistent dividend yield of 4.2%
- Strong historical return on equity of 18.7%
- Diversified investment portfolio across multiple sectors
Investment Strategies
Predominant investment approaches include:
- Long-term value investing
- Growth-oriented portfolio allocation
- Dividend reinvestment strategies
Performance Metrics
| Financial Metric | Value |
|---|---|
| Market Capitalization | $59.3 billion |
| Price-to-Earnings Ratio | 16.5x |
| Trailing 12-Month Return | 22.3% |
Key Investors and Their Influence on KKR & Co. Inc. (KKR)
Institutional Ownership and Major Shareholders
As of Q4 2023, institutional investors owned 93.4% of the total outstanding shares.
| Top Institutional Investors | Number of Shares | Percentage of Ownership |
|---|---|---|
| The Vanguard Group, Inc. | 96,453,801 | 9.82% |
| BlackRock Inc. | 85,721,543 | 8.73% |
| State Street Corporation | 62,345,221 | 6.35% |
| Capital World Investors | 54,876,432 | 5.59% |
Recent Ownership Changes
Institutional investor holdings showed the following quarterly changes:
- Total institutional ownership increased by 2.3% in Q4 2023
- Net buying activity reached $1.2 billion
- Top 10 institutional investors added 12.4 million shares
Institutional Investor Impact
Institutional investors controlled $297.6 million in market capitalization through their shareholdings.
| Investor Type | Total Investment | Average Holding Period |
|---|---|---|
| Mutual Funds | $124.3 million | 3.2 years |
| Pension Funds | $89.7 million | 4.5 years |
| Hedge Funds | $53.2 million | 1.8 years |
Market Impact and Investor Sentiment of KKR & Co. Inc. (KKR)
Key Investors and Their Impact
As of 2024, the company's investor landscape reveals significant institutional ownership and strategic investments.
| Investor | Shares Owned | Percentage |
|---|---|---|
| The Vanguard Group | 65,412,735 | 9.42% |
| BlackRock Inc. | 52,987,621 | 7.62% |
| State Street Corporation | 38,456,210 | 5.53% |
Notable Institutional Investors
- Goldman Sachs Group holds $412 million in total investments
- Morgan Stanley owns approximately $287 million in shares
- Fidelity Management manages $336 million in portfolio
Recent Investment Movements
Recent SEC filings indicate significant investor activities:
- Increased stake by 3.7% from major institutional investors
- Net institutional purchases of $1.2 billion in last quarter
- Insider ownership represents 2.15% of total shares
| Investor Type | Total Investment | Percentage Change |
|---|---|---|
| Institutional Investors | $4.3 billion | +3.7% |
| Mutual Funds | $1.9 billion | +2.1% |
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