KKR Income Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 3.00 M | $33.74 M | 9.15% | 7.31% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 1.16 M | $13.08 M | 3.97% | 2.83% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 851.50 K | $9.59 M | 7.30% | 2.08% |
| UBS GROUP AG | 08/13/2026 | 646.65 K | $7.28 M | -2.09% | 1.58% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 548.46 K | $6.18 M | -5.95% | 1.34% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 536.53 K | $6.04 M | 14.21% | 1.31% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 348.01 K | $3.92 M | 1.78% | 0.85% |
| LPL FINANCIAL LLC | 08/07/2026 | 217.25 K | $2.45 M | 2.02% | 0.53% |
| KOVACK ADVISORS, INC. | 07/29/2026 | 216.68 K | $2.46 M | 60.47% | 0.53% |
| RAREVIEW CAPITAL LLC | 07/23/2026 | 198.86 K | $2.50 M | 10.11% | 0.49% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 175.58 K | $1.98 M | -44.37% | 0.43% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 162.93 K | $1.83 M | -3.41% | 0.40% |
| SIGNIFICANT WEALTH PARTNERS LLC | 07/14/2026 | 143.56 K | $1.62 M | 1.71% | 0.35% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 135.98 K | $1.53 M | -3.10% | 0.33% |
| INVESCO LTD. | 08/14/2026 | 125.90 K | $1.42 M | -17.78% | 0.31% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 114.45 K | $1.29 M | -1.92% | 0.28% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 114.39 K | $1.29 M | 2.87% | 0.28% |
| J.W. COLE ADVISORS, INC. | 07/21/2026 | 101.74 K | $1.15 M | 100.00% | 0.25% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 100.81 K | $1.14 M | 4.57% | 0.25% |
| JOSEPH P. LUCIA & ASSOCIATES, LLC | 08/07/2026 | 100.02 K | $1.13 M | 1.00% | 0.24% |
| COHEN & STEERS, INC. | 08/14/2026 | 87.78 K | $988.00 K | 0.00% | 0.21% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 80.30 K | $904.00 K | 0.00% | 0.20% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 79.15 K | $891.23 K | -4.80% | 0.19% |
| ROYAL BANK OF CANADA | 08/14/2026 | 76.29 K | $859.00 K | -0.85% | 0.19% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 73.78 K | $830.79 K | 100.00% | 0.18% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 61.57 K | $693.00 K | 42.85% | 0.15% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 57.91 K | $652.11 K | -12.13% | 0.14% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 08/12/2026 | 52.15 K | $587.25 K | 0.00% | 0.13% |
| BRAMSHILL INVESTMENTS, LLC | 08/14/2026 | 47.66 K | $536.64 K | 1.11% | 0.12% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 47.37 K | $533.39 K | -2.27% | 0.12% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 45.52 K | $512.56 K | -11.13% | 0.11% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 43.47 K | $489.46 K | -1.80% | 0.11% |
| CARNEGIE LAKE ADVISORS LLC | 07/24/2026 | 42.87 K | $482.76 K | -0.58% | 0.10% |
| AVIANCE CAPITAL PARTNERS, LLC | 07/31/2026 | 41.05 K | $462.23 K | 2.66% | 0.10% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 40.33 K | $454.15 K | 706.66% | 0.10% |
| FIFTH THIRD BANCORP | 08/05/2026 | 39.90 K | $449.28 K | 0.27% | 0.10% |
| VIRTUS INVESTMENT ADVISERS, INC. | 08/11/2026 | 38.34 K | $431.72 K | -21.07% | 0.09% |
| STEPHENS INC /AR/ | 07/29/2026 | 36.72 K | $413.50 K | 0.08% | 0.09% |
| UNCOMMON CENTS INVESTING LLC | 07/20/2026 | 32.79 K | $369.16 K | -0.91% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 30.37 K | $341.96 K | 16.96% | 0.07% |
| TOTAL WEALTH PLANNING & MANAGEMENT, INC. | 07/28/2026 | 29.24 K | $329.22 K | 13.97% | 0.07% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 28.62 K | $322.21 K | 33.38% | 0.07% |
| XTX TOPCO LTD | 08/14/2026 | 26.86 K | $302.41 K | 100.00% | 0.07% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 22.81 K | $256.87 K | 100.00% | 0.06% |
| WEALTHTRUST AXIOM LLC | 08/11/2026 | 20.89 K | $235.21 K | -4.85% | 0.05% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 20.04 K | $227.46 K | -3.90% | 0.05% |
| APOLLON WEALTH MANAGEMENT, LLC | 07/23/2026 | 19.63 K | $221.02 K | 0.00% | 0.05% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 17.79 K | $200.35 K | -1.71% | 0.04% |
| FORTITUDE ADVISORY GROUP L.L.C. | 07/22/2026 | 16.07 K | $180.90 K | 0.00% | 0.04% |
| RIK SAYLOR FINANCIAL, INC. | 08/05/2026 | 15.79 K | $177.74 K | -0.30% | 0.04% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
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: 3 M
Penserra Capital Management LLC: 1.16 M
GUGGENHEIM CAPITAL LLC: 851,503
UBS Group AG: 646,653
WELLS FARGO & COMPANY/MN: 548,460
Janney Montgomery Scott LLC: 536,534
25.61% of KKR Income Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 11.48 M shares in the last 24 months. This purchase volume represents approximately $126.85 M in transactions.