Exploring KKR & Co. Inc. (KKR) Investor Profile: Who’s Buying and Why?

Exploring KKR & Co. Inc. (KKR) Investor Profile: Who’s Buying and Why?

US | Financial Services | Asset Management | NYSE

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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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