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% |
KKR & Co. Inc. (KKR) DCF Excel Template
5-Year Financial Model
40+ Charts & Metrics
DCF & Multiple Valuation
Free Email Support
Disclaimer
All information, articles, and product details provided on this website are for general informational and educational purposes only. We do not claim any ownership over, nor do we intend to infringe upon, any trademarks, copyrights, logos, brand names, or other intellectual property mentioned or depicted on this site. Such intellectual property remains the property of its respective owners, and any references here are made solely for identification or informational purposes, without implying any affiliation, endorsement, or partnership.
We make no representations or warranties, express or implied, regarding the accuracy, completeness, or suitability of any content or products presented. Nothing on this website should be construed as legal, tax, investment, financial, medical, or other professional advice. In addition, no part of this site—including articles or product references—constitutes a solicitation, recommendation, endorsement, advertisement, or offer to buy or sell any securities, franchises, or other financial instruments, particularly in jurisdictions where such activity would be unlawful.
All content is of a general nature and may not address the specific circumstances of any individual or entity. It is not a substitute for professional advice or services. Any actions you take based on the information provided here are strictly at your own risk. You accept full responsibility for any decisions or outcomes arising from your use of this website and agree to release us from any liability in connection with your use of, or reliance upon, the content or products found herein.