Data as of Sep 19
 +0.03 / +0.13%
Today’s Change
Today|||52-Week Range
Institutional investors hold a majority ownership of KKR through the 62.89% of the outstanding shares that they control. This interest is also higher than at almost any other company in the Investment Managers industry. Last, during the quarter ended June 2014, these large investors purchased a net $20.1 million shares.
Other institutional36.10%
Mutual fund holders26.79%
Individual stakeholders2.11%

Largest Quarterly Institutional

Latest Institutional Activity

6/30/2014CITIGROUP GLOBAL MARKETS INC. (B...  Bought 4.8 Million shares of KKR & Co LP
6/30/2014MERRILL LYNCH, PIERCE, FENNER & ...  Bought 3.7 Million shares of KKR & Co LP
6/30/2014FINDLAY PARK PARTNERS LLP  Bought 3.6 Million shares of KKR & Co LP

Top 10 Owners of KKR & Co LP

Total value ($)Shares
bought / sold
Fidelity Management & Research Co...10.26%42,605,8111,000,810,500+535,088+1.27%
Morgan Stanley Investment Managem...6.48%26,914,004632,209,954-2,023,949-6.99%
Credit Suisse Securities (USA) LL...3.06%12,691,652298,126,905+3,170,260+33.30%
Findlay Park Partners LLP2.40%9,984,750234,541,778+3,584,750+56.01%
Waddell & Reed Investment Managem...2.12%8,800,000206,712,000-4,721,070-34.92%
Deutsche Asset & Wealth Managemen...2.11%8,782,223206,294,418-2,672,888-23.33%
Citigroup Global Markets Inc. (Br...2.01%8,366,755196,535,075+4,776,932+133.07%
Thornburg Investment Management, ...1.85%7,690,809180,657,103+984,886+14.69%
Morgan Stanley Smith Barney LLC1.47%6,089,666143,046,254+658,647+12.13%
Ariel Investments LLC1.42%5,877,570138,064,119-666,166-10.18%

Top 10 Mutual Funds Holding KKR & Co LP

Mutual fundStakeShares
Total value ($)Shares
bought / sold
Thornburg Investment Income Build...1.93%8,025,000188,507,250+375,000+4.90%
Ivy Asset Strategy Fund1.68%6,998,300164,390,067-3,640,500-34.22%
Fidelity Equity Income Fund1.53%6,344,665149,036,18100.00%
Fidelity Series Equity Income Fun...1.31%5,450,920128,042,11100.00%
Fidelity VIP - Equity Income Port...1.04%4,306,421101,157,82900.00%
Fidelity Mid Cap Stock Fund1.02%4,219,58499,118,02800.00%
Ariel Fund0.80%3,301,83977,560,198-518,420-13.57%
Principal Investors - Equity Inco...0.76%3,163,66674,314,514+404,074+14.64%
JOHCM - Global Select Fund0.73%3,022,04670,987,861+174,381+6.12%
American Beacon Large Cap Value F...0.56%2,349,40055,187,406+533,900+29.41%

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