Morgan Stanley’s KKR & Co KKR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $784M | Buy |
8,473,653
+601,385
| +8% | +$63.4M | 0.05% | 381 |
|
|
2025
Q4 | $1B | Buy |
7,872,268
+81,614
| +1% | +$10.2M | 0.06% | 290 |
|
|
2025
Q3 | $1.01B | Buy |
7,790,654
+1,004,762
| +15% | +$143M | 0.06% | 281 |
|
|
2025
Q2 | $903M | Buy |
6,785,892
+622,796
| +10% | +$72.9M | 0.06% | 304 |
|
|
2025
Q1 | $713M | Buy |
6,163,096
+315,662
| +5% | +$43.4M | 0.05% | 349 |
|
|
2024
Q4 | $865M | Buy |
5,847,434
+533,515
| +10% | +$78.3M | 0.06% | 289 |
|
|
2024
Q3 | $694M | Sell |
5,313,919
-593,317
| -10% | -$70.2M | 0.05% | 346 |
|
|
2024
Q2 | $622M | Buy |
5,907,236
+1,941,346
| +49% | +$198M | 0.05% | 359 |
|
|
2024
Q1 | $399M | Sell |
3,965,890
-3,965,920
| -50% | -$365M | 0.03% | 515 |
|
|
2023
Q4 | $657M | Buy |
7,931,810
+3,891,145
| +96% | +$263M | 0.03% | 569 |
|
|
2023
Q3 | $249M | Sell |
4,040,665
-115,226
| -3% | -$7M | 0.03% | 617 |
|
|
2023
Q2 | $233M | Buy |
4,155,891
+169,334
| +4% | +$8.87M | 0.02% | 653 |
|
|
2023
Q1 | $209M | Sell |
3,986,557
-360,449
| -8% | -$19.3M | 0.02% | 678 |
|
|
2022
Q4 | $202M | Buy |
4,347,006
+516,843
| +13% | +$25.2M | 0.02% | 685 |
|
|
2022
Q3 | $165M | Buy |
3,830,163
+30,420
| +0.8% | +$1.54M | 0.02% | 655 |
|
|
2022
Q2 | $176M | Buy |
3,799,743
+407,743
| +12% | +$21.4M | 0.02% | 645 |
|
|
2022
Q1 | $198M | Buy |
3,392,000
+71,391
| +2% | +$4.49M | 0.03% | 534 |
|
|
2021
Q4 | $247M | Sell |
3,320,609
-431,451
| -11% | -$31.8M | 0.03% | 484 |
|
|
2021
Q3 | $228M | Buy |
3,752,060
+289,915
| +8% | +$18.2M | 0.03% | 478 |
|
|
2021
Q2 | $205M | Sell |
3,462,145
-1,950,501
| -36% | -$108M | 0.03% | 537 |
|
|
2021
Q1 | $264M | Buy |
5,412,646
+903,560
| +20% | +$40.4M | 0.04% | 399 |
|
|
2020
Q4 | $183M | Buy |
4,509,086
+2,306,814
| +105% | +$87.2M | 0.03% | 505 |
|
|
2020
Q3 | $75.6M | Sell |
2,202,272
-140,338
| -6% | -$4.91M | 0.01% | 715 |
|
|
2020
Q2 | $72.3M | Buy |
2,342,610
+120,450
| +5% | +$3.24M | 0.02% | 672 |
|
|
2020
Q1 | $52.2M | Sell |
2,222,160
-837,113
| -27% | -$24M | 0.01% | 722 |
|
|
2019
Q4 | $89.2M | Buy |
3,059,273
+52,076
| +2% | +$1.48M | 0.02% | 653 |
|
|
2019
Q3 | $80.7M | Sell |
3,007,197
-317,233
| -10% | -$8.37M | 0.02% | 638 |
|
|
2019
Q2 | $84M | Sell |
3,324,430
-73,216
| -2% | -$1.75M | 0.02% | 619 |
|
|
2019
Q1 | $79.8M | Sell |
3,397,646
-1,779,099
| -34% | -$40.5M | 0.02% | 621 |
|
|
2018
Q4 | $102M | Buy |
5,176,745
+2,377,032
| +85% | +$54.4M | 0.03% | 517 |
|
|
2018
Q3 | $76.3M | Sell |
2,799,713
-17,022,336
| -86% | -$455M | 0.02% | 729 |
|
|
2018
Q2 | $493M | Sell |
19,822,049
-1,294,962
| -6% | -$28.8M | 0.13% | 158 |
|
|
2018
Q1 | $429M | Sell |
21,117,011
-4,265,368
| -17% | -$94.8M | 0.12% | 169 |
|
|
2017
Q4 | $535M | Buy |
25,382,379
+2,580,212
| +11% | +$51.8M | 0.15% | 145 |
|
|
2017
Q3 | $464M | Sell |
22,802,167
-31,726,010
| -58% | -$602M | 0.14% | 158 |
|
|
2017
Q2 | $1.01B | Sell |
54,528,177
-1,223,666
| -2% | -$22.4M | 0.31% | 63 |
|
|
2017
Q1 | $1.02B | Buy |
55,751,843
+39,675,214
| +247% | +$705M | 0.31% | 58 |
|
|
2016
Q4 | $247M | Buy |
16,076,629
+2,008,235
| +14% | +$30.3M | 0.08% | 270 |
|
|
2016
Q3 | $201M | Buy |
14,068,394
+2,523,505
| +22% | +$35.8M | 0.07% | 311 |
|
|
2016
Q2 | $142M | Buy |
11,544,889
+285,555
| +3% | +$3.82M | 0.05% | 403 |
|
|
2016
Q1 | $165M | Sell |
11,259,334
-13,164,318
| -54% | -$179M | 0.06% | 332 |
|
|
2015
Q4 | $381M | Sell |
24,423,652
-6,877,868
| -22% | -$118M | 0.14% | 167 |
|
|
2015
Q3 | $525M | Buy |
31,301,520
+2,713,205
| +9% | +$57.7M | 0.19% | 113 |
|
|
2015
Q2 | $653M | Buy |
28,588,315
+3,231,802
| +13% | +$74.3M | 0.23% | 94 |
|
|
2015
Q1 | $578M | Sell |
25,356,513
-2,137,155
| -8% | -$50.5M | 0.21% | 111 |
|
|
2014
Q4 | $638M | Sell |
27,493,668
-3,792,158
| -12% | -$83.1M | 0.23% | 88 |
|
|
2014
Q3 | $698M | Sell |
31,285,826
-1,830,574
| -6% | -$42.9M | 0.27% | 70 |
|
|
2014
Q2 | $806M | Buy |
33,116,400
+3,924,224
| +13% | +$91.4M | 0.32% | 56 |
|
|
2014
Q1 | $667M | Buy |
29,192,176
+4,325,595
| +17% | +$105M | 0.28% | 62 |
|
|
2013
Q4 | $605M | Buy |
24,866,581
+3,372,664
| +16% | +$77.6M | 0.26% | 71 |
|
|
2013
Q3 | $442M | Buy |
21,493,917
+1,252,131
| +6% | +$25.1M | 0.21% | 106 |
|
|
2013
Q2 | $398M | Buy |
+20,241,786
| New | +$402M | 0.2% | 116 |
|
Other funds holding KKR
VCM
Morgan Stanley's KKR Position: Q1 2026 in Review
Morgan Stanley increased its KKR & Co (KKR) stake by 7.6% in Q1 2026, buying an estimated $63.4M and bringing the position to 8,473,653 shares worth $784M. The position accounts for 0.05% of the portfolio, ranked #381.
Morgan Stanley first reported a position in KKR in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.02B in Q1 2017. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.
- Morgan Stanley held 8,473,653 shares of KKR & Co worth $784M as of Q1 2026.
- Morgan Stanley bought 601,385 KKR & Co shares in Q1 2026, an estimated $63.4M.
- KKR & Co made up 0.05% of Morgan Stanley's portfolio in Q1 2026, its #381 holding.
- Morgan Stanley first reported a position in KKR & Co in Q2 2013 and has held it in 52 quarters since.
- Morgan Stanley's KKR & Co position peaked at $1.02B in Q1 2017.
- 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.