10A: Institutional Ownership Trends
As of 2025Q3, institutional ownership in KKR & Co. Inc. stands at 59.35%. Over the past four quarters, institutional ownership has remained stable, experiencing a marginal decrease of 0.38 percentage points. A total of 1,437 institutional investors currently hold positions in KKR.
Ownership Overview
| Company | Current Own% | 4Q Change | Direction | Investors | Consecutive Increases | Consecutive Decreases |
|---|---|---|---|---|---|---|
| KKR | 59.35% | -0.38pp | stable | 1437 | 1 | 0 |
Company Assessments
KKR & Co. Inc. exhibits a moderate level of institutionalization with 59.35% of its shares held by institutions. The aggregate institutional positioning has been stable over the last four quarters, reflecting a marginal decrease of 0.38 percentage points in ownership. The current investor base comprises 1,437 institutions.
10B: Position Flow Analysis
Analysis of institutional position flow dynamics for KKR & Co. Inc. (KKR) reveals strong net accumulation. The company exhibits a Flow Ratio of 1.56, which significantly exceeds the 1.5 threshold for strong net accumulation, indicating that a substantial number of institutions are initiating or increasing positions relative to those reducing or exiting. Furthermore, the Conviction Ratio of 0.62, above the 0.6 threshold, signifies that existing institutional holders are actively adding to their positions, reinforcing their conviction. The Latest Net Flow of 312 institutions further confirms this trend, with 312 more institutions increasing or initiating positions than those reducing or exiting.
Position Flow Metrics
| Company | Flow Ratio | Conviction | Classification | Net Flow |
|---|---|---|---|---|
| KKR | 1.56 | 0.62 | strong accumulation | 312 |
Company Assessments
KKR is experiencing strong net institutional accumulation, evidenced by a Flow Ratio of 1.56, which exceeds the 1.5 threshold. This indicates that institutions are actively establishing new positions or increasing existing ones at a significant rate. The Conviction Ratio of 0.62, above the 0.6 threshold, further suggests that current institutional holders are adding to their stakes, demonstrating high conviction in the stock.
10C: Float & Options Context
The options market for KKR & Co. Inc. exhibits a Put/Call Ratio of 1.06, indicating a slightly higher volume of put options relative to call options. This positioning suggests a marginal bias towards hedging or bearish sentiment among options traders, though the 'stable' direction indicates no significant recent shift towards increased hedging activity. Concurrently, KKR's estimated free float stands at 40.65%, derived from an institutional ownership of 59.35%. This places the company in a 'moderate' float class, meaning the float is neither constrained (<15%) to create immediate squeeze risks nor excessively ample (>60%) to dilute potential price movements from demand. The combination suggests a balanced liquidity profile with a slightly cautious options market sentiment.
Float & Options Overview
| Company | Put/Call Ratio | P/C Direction | Institutional % | Est. Free Float | Float Class |
|---|---|---|---|---|---|
| KKR | 1.06 | stable | 59.35% | 40.65% | moderate |
Company Assessments
KKR's Put/Call Ratio of 1.06 suggests a slight leaning towards hedging or bearish positioning in the options market, though the 'stable' direction indicates no pronounced shift. With an estimated free float of 40.65%, the stock maintains a moderate level of liquidity. This float profile does not indicate an immediate risk of float-driven squeeze dynamics, nor does it suggest an overly diluted market.
10D: Insider Trading Patterns
Over the last 12 months, KKR & Co. Inc. (KKR) has registered 14 insider buy transactions totaling $51.84 million, contrasted with 4 insider sell transactions totaling $413.16 million. This activity results in a buy/sell value ratio of 0.13, indicating heavy net insider selling by value, falling below the 0.2 threshold. The insider selling is concentrated in three large transactions by Co-Executive Chairmen George R. Roberts and Henry R. Kravis, collectively exceeding $397 million, which for long-serving executives can often be routine for diversification or tax planning. Conversely, a significant cluster buy event was detected, involving 5 insiders purchasing $46.20 million in shares between 2026-02-09 and 2026-03-02, which typically signals coordinated confidence. Historically, insider purchases for KKR have been well-timed, with a 100.0% success rate (for buys > $100K) over a 30-day period, yielding an average return of 4.83%.
Insider Activity Summary
| Company | Buys (12M) | Buy Value | Sells (12M) | Sell Value | B/S Ratio (Value) | Post-Buy Success |
|---|---|---|---|---|---|---|
| KKR | 14 | $51,838,685 | 4 | $413,158,033 | 0.13 | 100.0% |
Top Transactions — KKR
| Date | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| 2025-06-02 | ROBERTS GEORGE R | director, officer: Co-Executive Chairman | Sell | 1,190,094 | $142,573,261 |
| 2025-06-02 | KRAVIS HENRY R | director, officer: Co-Executive Chairman | Sell | 1,150,469 | $137,826,186 |
| 2025-08-07 | ROBERTS GEORGE R | director, officer: Co-Executive Chairman | Sell | 809,906 | $116,828,940 |
| 2025-06-02 | KRAVIS HENRY R | director, officer: Co-Executive Chairman | Sell | 130,925 | $15,929,645 |
| 2026-02-17 | NUTTALL SCOTT C | director, officer: Co-Chief Executive Officer | Buy | 90,127 | $9,271,364 |
Post-Buy Returns — KKR
Insider purchases > $100K with subsequent return data. Success rate (30d): 100.0% | Avg 30d return: 4.83%
| Insider | Date | Value | 30d Return | 60d Return | 90d Return |
|---|---|---|---|---|---|
| BARAKETT TIMOTHY R | 2025-05-22 | $4,127,319 | 3.33% | 22.06% | 16.98% |
| SCULLY ROBERT W | 2025-05-06 | $1,503,733 | 6.32% | 19.45% | 27.9% |
Cluster Buying — KKR
Company Assessments
KKR presents a divergent insider signal. The buy/sell value ratio of 0.13 points to heavy net selling, driven primarily by over $397 million in sales from two Co-Executive Chairmen. However, this is counterbalanced by a notable cluster buy event involving 5 insiders purchasing $46.20 million in shares. The historical 100.0% post-buy success rate (for buys > $100K) and 4.83% average 30-day return suggest insider purchases have been well-timed for KKR.
10E: Summary
For KKR & Co. Inc. (KKR), institutional ownership stands at 59.35%, having decreased by a marginal 0.38 percentage points over the past four quarters. Despite this slight reduction in overall ownership percentage, the flow class indicates 'strong accumulation,' with a Put/Call ratio of 1.06. This suggests that while some institutions may have reduced or exited positions, a greater number of institutions are initiating or increasing their holdings, indicating a re-allocation of capital within the institutional landscape rather than a broad divestment. The conviction score of 0.62 is moderate, not reaching the higher conviction thresholds typically observed for strong bullish signals. In contrast to the institutional activity, insider transactions for KKR show significant net selling, with a Buy/Sell ratio of 0.13. This indicates that for every $13,000 in insider purchases, there is $100,000 in insider sales. While a portion of insider selling can be routine (e.g., compensation-related, tax planning, or diversification), the magnitude of net selling in this context presents a notable divergence from the institutional accumulation trend. Overall, the smart money positioning for KKR presents a bifurcated signal. Institutions are exhibiting net accumulation on a flow basis, suggesting a constructive view among new entrants or those increasing positions. However, this is offset by consistent net selling from insiders, creating a divergent picture that warrants careful consideration.
Smart Money Dashboard
| Company | Own% | 4Q Chg | Flow | Conviction | P/C Ratio | Insider B/S | Flag |
|---|---|---|---|---|---|---|---|
| KKR | 59.35% | -0.38pp | strong accumulation | 0.62 | 1.06 | 0.13 | Institutional accumulation but insiders selling |
Convergence / Divergence Flags
Key Takeaways
- KKR exhibits a clear divergence: institutional investors are in a 'strong accumulation' phase on a flow basis, while insiders are net sellers.
- The institutional signal for KKR is nuanced; while overall ownership dipped slightly, the strong accumulation flow suggests a re-allocation or new money entering, rather than widespread institutional exiting.
- Insider activity for KKR shows significant net selling (B/S ratio of 0.13), which, despite potential routine selling, stands out against the institutional accumulation.
Company Assessments
Institutional positioning for KKR is characterized by a 'strong accumulation' flow class and a P/C Ratio of 1.06, indicating more institutions are increasing holdings despite a slight 0.38 percentage point dip in overall ownership. This stands in direct contrast to insider activity, which shows significant net selling with a Buy/Sell ratio of 0.13, creating a notable divergence between institutional and insider sentiment.