Jefferies Group's KKR Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 616,472 shares of KKR & Co. Inc. (KKR) worth $80.11 M, representing 0.38% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 10 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in KKR, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2025, adding 577,586 shares. Largest reduction occurred in Q4 2023, reducing 99,826 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's KKR & Co (KKR) Holding Value Over Time
Track share changes against reported price movement
Quarterly KKR & Co (KKR) Trades by Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2023 | +143,616 | New Buy | 143,616 | $56.00 |
| Q3 2023 | -143,616 | Sold Out | 143,616 | $0.00 |
| Q4 2023 | +43,790 | New Buy | 43,790 | $82.85 |
| Q1 2024 | -41,407 | Reduce 94.56% | 2,383 | $100.58 |
| Q3 2024 | +8,876 | Add 372.47% | 11,259 | $130.58 |
| Q4 2024 | +19,670 | Add 174.70% | 30,929 | $147.91 |
| Q1 2025 | -26,742 | Reduce 86.46% | 4,187 | $115.61 |
| Q2 2025 | +34,699 | Add 828.73% | 38,886 | $133.03 |
| Q3 2025 | +577,586 | Add 1485.33% | 616,472 | $129.95 |
Jefferies Group's KKR & Co Investment FAQs
Jefferies Group first purchased KKR & Co. Inc. (KKR) in Q2 2023, acquiring 143,616 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held KKR & Co. Inc. (KKR) for 10 quarters since Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to KKR & Co. Inc. (KKR) was in Q3 2025, adding 616,472 shares worth $80.11 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 616,472 shares of KKR & Co. Inc. (KKR), valued at approximately $80.11 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, KKR & Co. Inc. (KKR) represents approximately 0.38% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's peak holding in KKR & Co. Inc. (KKR) was 616,472 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.