KKR Income Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 2.75 M | $30.20 M | 38.92% | 6.70% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 1.12 M | $12.29 M | -7.42% | 2.73% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 793.56 K | $8.73 M | 4.99% | 1.94% |
| UBS GROUP AG | 05/05/2026 | 660.46 K | $7.27 M | 6.46% | 1.61% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 583.15 K | $6.41 M | 2.11% | 1.42% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 469.78 K | $5.17 M | 4.28% | 1.15% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 341.92 K | $3.76 M | 8.65% | 0.83% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 315.64 K | $3.47 M | 2.44% | 0.77% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 246.20 K | $2.71 M | 46.38% | 0.60% |
| LPL FINANCIAL LLC | 05/06/2026 | 212.95 K | $2.34 M | 79.59% | 0.52% |
| RAREVIEW CAPITAL LLC | 04/27/2026 | 180.61 K | $2.27 M | 20.56% | 0.44% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 168.69 K | $1.86 M | -3.82% | 0.41% |
| INVESCO LTD. | 05/12/2026 | 153.12 K | $1.68 M | 29.17% | 0.37% |
| SIGNIFICANT WEALTH PARTNERS LLC | 04/08/2026 | 141.15 K | $1.55 M | 100.00% | 0.34% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 140.33 K | $1.54 M | -1.91% | 0.34% |
| KOVACK ADVISORS, INC. | 05/13/2026 | 135.03 K | $1.48 M | -14.48% | 0.33% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 116.69 K | $1.28 M | -3.64% | 0.28% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 111.20 K | $1.22 M | -0.60% | 0.27% |
| JOSEPH P. LUCIA & ASSOCIATES, LLC | 05/15/2026 | 99.03 K | $1.09 M | -6.06% | 0.24% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 96.41 K | $1.06 M | 4.97% | 0.24% |
| COHEN & STEERS, INC. | 05/15/2026 | 87.78 K | $966.00 K | 132.35% | 0.21% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 83.14 K | $914.59 K | -7.86% | 0.20% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 80.30 K | $883.00 K | -72.12% | 0.20% |
| ROYAL BANK OF CANADA | 05/15/2026 | 76.94 K | $846.00 K | -35.29% | 0.19% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 76.04 K | $836.46 K | -74.90% | 0.19% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 75.06 K | $825.62 K | 5.80% | 0.18% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 65.91 K | $725.02 K | 3.52% | 0.16% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 05/11/2026 | 52.15 K | $589.86 K | 0.00% | 0.13% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 51.22 K | $563.44 K | 5.82% | 0.13% |
| VIRTUS INVESTMENT ADVISERS, INC. | 05/14/2026 | 48.57 K | $534.30 K | -13.89% | 0.12% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 48.47 K | $533.17 K | -2.11% | 0.12% |
| BRAMSHILL INVESTMENTS, LLC | 05/15/2026 | 47.14 K | $518.51 K | -0.63% | 0.12% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 44.26 K | $486.91 K | 100.00% | 0.11% |
| CARNEGIE LAKE ADVISORS LLC | 04/29/2026 | 43.12 K | $474.36 K | -1.15% | 0.11% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 43.10 K | $474.00 K | -1.80% | 0.11% |
| AVIANCE CAPITAL PARTNERS, LLC | 05/06/2026 | 39.99 K | $439.85 K | 1.23% | 0.10% |
| FIFTH THIRD BANCORP | 05/01/2026 | 39.79 K | $437.71 K | 100.00% | 0.10% |
| STEPHENS INC /AR/ | 04/28/2026 | 36.70 K | $403.65 K | 0.07% | 0.09% |
| UNCOMMON CENTS INVESTING LLC | 04/15/2026 | 33.09 K | $363.94 K | -0.90% | 0.08% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 30.84 K | $9.58 K | 0.00% | 0.08% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 27.84 K | $306.24 K | -4.96% | 0.07% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 25.96 K | $285.62 K | -26.84% | 0.06% |
| TOTAL WEALTH PLANNING & MANAGEMENT, INC. | 05/05/2026 | 25.65 K | $282.19 K | 100.00% | 0.06% |
| WEALTHTRUST AXIOM LLC | 05/11/2026 | 21.95 K | $241.48 K | -1.10% | 0.05% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 21.45 K | $248.64 K | 100.00% | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 20.85 K | $225.63 K | -51.45% | 0.05% |
| APOLLON WEALTH MANAGEMENT, LLC | 04/22/2026 | 19.63 K | $215.92 K | 0.00% | 0.05% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 18.10 K | $199.13 K | 0.00% | 0.04% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 17.63 K | $193.92 K | -0.45% | 0.04% |
| FORTITUDE ADVISORY GROUP L.L.C. | 04/28/2026 | 16.07 K | $176.73 K | 0.00% | 0.04% |
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KKR Income Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 131 institutional investors and hedge funds held shares of KKR Income Opportunities Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 2.75 M
Penserra Capital Management LLC: 1.12 M
GUGGENHEIM CAPITAL LLC: 793,562
UBS Group AG: 660,462
WELLS FARGO & COMPANY/MN: 583,146
Janney Montgomery Scott LLC: 469,778
25.46% of KKR Income Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 11.40 M shares in the last 24 months. This purchase volume represents approximately $125.97 M in transactions.