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Jefferies Group’s KKR Holdings & Trades

First Buy
Q2 2023
Duration Held
11 Quarters
Largest Add
Q3 2025
+577,586 Shares
Current Position
2,451 Shares
$312,453 Value

Jefferies Group's KKR Position Overview

Jefferies Group (via Jefferies Financial Group Inc.) currently holds 2,451 shares of KKR & Co. Inc. (KKR) worth $312,453, representing 0.00% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 11 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 2025, reducing 614,021 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

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -614,021 Reduce 99.60% 2,451 $127.48
Q3 2025 +577,586 Add 1485.33% 616,472 $129.95
Q2 2025 +34,699 Add 828.73% 38,886 $133.03
Q1 2025 -26,742 Reduce 86.46% 4,187 $115.61
Q4 2024 +19,670 Add 174.70% 30,929 $147.91
Q3 2024 +8,876 Add 372.47% 11,259 $130.58
Q1 2024 -41,407 Reduce 94.56% 2,383 $100.58
Q4 2023 +43,790 New Buy 43,790 $82.85
Q3 2023 -143,616 Sold Out 0 $0.00
Q2 2023 +143,616 New Buy 143,616 $56.00

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 11 quarters since Q2 2023.

Jefferies Group's largest addition to KKR & Co. Inc. (KKR) was in Q3 2025, adding 616,472 shares worth $80.11 M.

According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 2,451 shares of KKR & Co. Inc. (KKR), valued at approximately $312,453.

As of the Q4 2025 filing, KKR & Co. Inc. (KKR) represents approximately 0.00% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.

Jefferies Group's peak holding in KKR & Co. Inc. (KKR) was 616,472 shares, as reported at the end of Q3 2025.