KKR at a glance
KKR & Co. (KKR, SEC CIK 1404912) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 31, 2026 and Form 4 insider filings as recently as September 10, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), KKR & Co. (KKR) reported revenue of $19.5 billion (down 11.0% from FY2024) and net income of $2.4 billion.
- As of June 30, 2026, 44 institutional investment managers tracked by SignalX reported holding KKR & Co. (KKR) shares worth $22.2 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by HOLMES DANE E on September 3, 2026 of 10,000 shares at $108.58 per share.
- In the last 90 days, KKR insiders reported 0 open-market purchases ($0) and 1 open-market sale ($1.1M) on Form 4, a net sale of $1.1M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $19.5B
- −11.0% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$1.1M
- 13F holders
- 44 funds
- $22.2B · −2 vs prior quarter
- Latest 8-K
- Aug 31, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Global alternative asset manager with integrated insurance (Global Atlantic), capital markets, and Strategic Holdings segments; earns management fees, carried interest, and insurance spread income
- Capital Group partnership launched two fixed income public-private solutions in April 2025; additional offerings in development targeting retirement savers via target date funds and public-private model portfolios
- Strategic Holdings segment (first reported Q1 2024) now holds stakes in 19 companies with $4.4B adjusted revenue and $1.1B adjusted EBITDA (LTM as of Sept 30, 2025)
- AUM reached $744B at year-end 2025; infrastructure AUM grew from $17B (2020) to $100B; ABF AUM grew from $7B (2020) to $85B; K-Series AUM reached $34B
- KKR employees own ~30% of outstanding common stock; corporate governance "Sunset Date" no later than Dec 31, 2026 will convert Series I preferred to one-share-one-vote structure
Risk Factors
- NAIC/state insurance regulators intensifying scrutiny of CLO capital charges, affiliated investments, and investment management agreements tied to alternative asset manager-owned insurers
- Ongoing Russia-Ukraine war, China geopolitical tensions, and rising tariffs threaten cross-border capital flows and portfolio company margins globally
- Key-person provisions in fund agreements allow LPs to reduce capital commitments if Co-CEOs or key managers depart, with no guaranteed waiver
- OECD Pillar Two 15% global minimum tax adopted by all 27 EU states; Bermuda also enacted corporate income tax, raising compliance costs and effective tax rates
- OBBBA enacted July 4, 2025, amending 2017 Tax Cuts and Jobs Act with uncertain impact on carried interest taxation and deductibility under Section 162(m)
Management Discussion & Analysis
- Asset Management revenue $7.84B, up $623M YoY; management fees surged $639M to $4.1B driven by North America Fund XIV and infrastructure K-Series
- Asset Management Segment Earnings $4.55B vs $4.33B; FRE margin not explicitly stated but FRE rose $447M to $3.71B; Insurance Operating Earnings $1.11B vs $1.01B; net income attributable to KKR common stockholders fell to $2.25B from $3.08B due to higher insurance realized losses
- Best segment: Credit & Liquid Strategies AUM +$45.8B to $322B; worst: Strategic Holdings Operating Earnings modest at $162M, though up from $76M
- Operating cash flow collapsed to $0.5B from $6.6B; capex $160.8M; common dividends $649.9M; Series D preferred stock issued raising $2.5B; no share buyback amounts disclosed
- Management flagged $900M+ in pending realized performance/investment income expected H1 2026; key risks include tariff-driven market volatility, elevated geopolitical uncertainty, and trade tensions impacting deal pace and valuations
AI summary of the KKR 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Valuation headwind: Level III investments subject to material uncertainty and earnings volatility
Risk Factors
- No material risk-factor changes from KKR’s Annual Report
- Business-environment discussion identified as the only potential risk update
- Share-repurchase flexibility subject to legal, market, and economic conditions
- Repurchase authorization approximately $87 million remaining as of July 24, 2026
AI summary of the KKR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Filing text contains signatures and incorporation language, not substantive Regulation FD disclosure
- KKR & Co. Inc. report dated August 31, 2026 and signed by Secretary Christopher Lee
Item 7.01: Regulation FD Disclosure
- Signature page only; no substantive Regulation FD disclosure or investor-impacting information
- KKR & Co. Inc. filing dated August 26, 2026
Item 2.03: Creation of a Direct Financial Obligation
- $3.0B senior unsecured multicurrency revolving facility, expandable by $750M with lender consent
- Five-year maturity extended to July 30, 2031, supporting general corporate liquidity
AI summaries of KKR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for KKR
Don't miss the next KKR filing
- Alerts as it files. A push when KKR files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut KKR, by share count.
- Ask anything. An AI agent that reads every KKR filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| BAE JOSEPH Y | G | Sep 8, 2026 | 122,403 | - |
| BAE JOSEPH Y | G | Sep 8, 2026 | 345,849 | - |
| HOLMES DANE E | Sell | Sep 3, 2026 | 10,000 | $108.58 |
| HOLMES DANE E | M | Sep 2, 2026 | 10,000 | - |
| HOLMES DANE E | M | Sep 2, 2026 | 10,000 | - |
| Lewin Robert H | G | Sep 2, 2026 | 10,000 | - |
| Sudol Kathryn King | A | Apr 29, 2026 | 300,000 | - |
| Sudol Kathryn King | A | Apr 29, 2026 | 300,000 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $14.5B | $21.9B | $19.5B | |
| Net Income | $3.7B | $3.1B | $2.4B | |
| Net Margin | 25.7% | 14.1% | 12.2% | |
| Balance Sheet | ||||
| Total Assets | $317.3B | $360.1B | $410.1B | |
| Equity | $22.9B | $23.7B | $30.9B | |
| ROE | 16.3% | 13.0% | 7.7% | |
| Cash Flow | ||||
| Operating CF | -$1.5B | $6.6B | $477.8M | |
Source: XBRL data in KKR & Co. (KKR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate KKR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 44 | $22.19B |
| Q1 2026 | 46 | $22.10B |
| Q4 2025 | 46 | $30.46B |
| Q3 2025 | 52 | $32.51B |
| Q2 2025 | 45 | $31.58B |
| Q1 2025 | 41 | $22.23B |
| Q4 2024 | 35 | $22.56B |
| Q3 2024 | 30 | $11.04B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 339 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
KKR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 8-K | Aug 31, 2026 | - | Analysis | - |
| 8-K | Aug 27, 2026 | - | Analysis | - |
| 10-Q | Aug 6, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 31, 2026 | - | Analysis | - |
| 8-K | Jul 30, 2026 | - | Analysis | - |
| 8-K | May 29, 2026 | - | Analysis | |
| 8-K | May 28, 2026 | - | Analysis | |
| 10-Q | May 8, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 5, 2026 | - | Analysis | - |
| 4 | May 1, 2026 | - | - | - |
| 4 | May 1, 2026 | - | - | - |
| SC 13G | Apr 30, 2026 | - | - | |
| 8-K | Apr 24, 2026 | - | Analysis | - |
| 4 | Mar 5, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 10-K | Feb 27, 2026 | Dec 31, 2025 | Analysis | |
| 4 | Feb 18, 2026 | - | - | |
| 4 | Feb 11, 2026 | - | - | |
| 8-K | Feb 5, 2026 | - | - | |
| 8-K | Feb 5, 2026 | - | - |
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KKR SEC filings: frequently asked questions
Are KKR insiders buying or selling?
In the last 90 days, KKR & Co. (KKR) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $1.1 million by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold KKR stock?
As of June 30, 2026, the largest KKR & Co. (KKR) holders among the 13F filers tracked by SignalX were BlackRock ($4.1 billion), Vanguard Capital Management LLC ($4.1 billion), State Street Corp ($2.7 billion), FMR LLC (Fidelity) ($2.0 billion), Principal Financial Group ($1.8 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was KKR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), KKR & Co. (KKR) reported revenue of $19.5 billion (down 11.0% from FY2024) and net income of $2.4 billion. The figures come from the XBRL data in the 10-K.
What are the main risks in KKR's latest 10-K?
In the 10-K filed February 27, 2026, KKR & Co. (KKR) flagged: NAIC/state insurance regulators intensifying scrutiny of CLO capital charges, affiliated investments, and investment management agreements tied to alternative asset manager-owned insurers. Ongoing Russia-Ukraine war, China geopolitical tensions, and rising tariffs threaten cross-border capital flows and portfolio company margins globally. (AI summary of the Risk Factors section.)
What did KKR report in its latest 8-K?
KKR & Co. (KKR) filed an 8-K on August 31, 2026 reporting Item 7.01 (Regulation FD Disclosure). Filing text contains signatures and incorporation language, not substantive Regulation FD disclosure.
What are the latest KKR SEC filings?
KKR & Co. (KKR) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on August 31, 2026 and a Form 4 insider filing on September 10, 2026.
What is KKR's SEC CIK number?
KKR & Co. (KKR)'s SEC Central Index Key (CIK) is 1404912. EDGAR lists every KKR filing under that number.
Ask anything about KKR
The research agent reads KKR's filings, financials, insider trades and 13F holders, then answers with sources.