KKR Income Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 1.98 M | $22.90 M | 15.40% | 4.82% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 1.21 M | $13.99 M | 7.36% | 2.94% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 755.81 K | $8.76 M | 5.27% | 1.84% |
| UBS GROUP AG | 01/29/2026 | 620.37 K | $7.19 M | 8.43% | 1.51% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 571.10 K | $6.62 M | 7.63% | 1.39% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 450.49 K | $5.22 M | 1.15% | 1.10% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 314.70 K | $3.65 M | 4.03% | 0.77% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 308.13 K | $3.57 M | 428.12% | 0.75% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 303.00 K | $3.51 M | 100.00% | 0.74% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 288.04 K | $3.34 M | -73.06% | 0.70% |
| KARPUS MANAGEMENT, INC. | 02/17/2026 | 175.39 K | $2.03 M | -13.14% | 0.43% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 168.20 K | $1.95 M | 100.00% | 0.41% |
| KOVACK ADVISORS, INC. | 02/17/2026 | 157.88 K | $1.83 M | 43.38% | 0.39% |
| RAREVIEW CAPITAL LLC | 01/29/2026 | 149.81 K | $1.88 M | 196.65% | 0.37% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 143.05 K | $1.66 M | -6.32% | 0.35% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 121.10 K | $1.40 M | -8.21% | 0.30% |
| ROYAL BANK OF CANADA | 02/17/2026 | 118.91 K | $1.38 M | -77.44% | 0.29% |
| LPL FINANCIAL LLC | 02/11/2026 | 118.57 K | $1.37 M | -17.29% | 0.29% |
| INVESCO LTD. | 02/19/2026 | 118.55 K | $1.37 M | -9.09% | 0.29% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 111.87 K | $1.30 M | -20.57% | 0.27% |
| JANE STREET GROUP, LLC | 02/12/2026 | 109.78 K | $1.27 M | 121.21% | 0.27% |
| JOSEPH P. LUCIA & ASSOCIATES, LLC | 01/28/2026 | 105.42 K | $1.22 M | -5.64% | 0.26% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 101.64 K | $1.18 M | 3.24% | 0.25% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 91.84 K | $1.06 M | 17.33% | 0.22% |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 02/17/2026 | 91.53 K | $1.06 M | 100.00% | 0.22% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 90.24 K | $1.05 M | 86.69% | 0.22% |
| STONEX GROUP INC. | 02/12/2026 | 73.36 K | $850.19 K | -2.58% | 0.18% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 70.94 K | $822.22 K | 100.00% | 0.17% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 65.13 K | $754.87 K | 19.64% | 0.16% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/17/2026 | 63.67 K | $737.90 K | 0.00% | 0.16% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 63.61 K | $737.24 K | -63.91% | 0.16% |
| VIRTUS INVESTMENT ADVISERS, INC. | 02/17/2026 | 56.41 K | $653.78 K | -23.29% | 0.14% |
| ROBINSON CAPITAL MANAGEMENT, LLC | 02/13/2026 | 52.15 K | $604.47 K | 0.12% | 0.13% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 49.51 K | $573.87 K | -0.49% | 0.12% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 48.41 K | $561.04 K | 1.76% | 0.12% |
| BRAMSHILL INVESTMENTS, LLC | 02/17/2026 | 47.44 K | $549.78 K | 0.66% | 0.12% |
| TRUEMARK INVESTMENTS, LLC | 01/14/2026 | 45.26 K | $524.51 K | 100.00% | 0.11% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 43.89 K | $509.00 K | 22.48% | 0.11% |
| CARNEGIE LAKE ADVISORS LLC | 02/10/2026 | 43.62 K | $505.60 K | -8.97% | 0.11% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 42.95 K | $500.34 K | -1.27% | 0.10% |
| COMERICA BANK | 01/29/2026 | 39.72 K | $460.30 K | 0.54% | 0.10% |
| AVIANCE CAPITAL PARTNERS, LLC | 02/06/2026 | 39.50 K | $457.79 K | 4.39% | 0.10% |
| STRATEGIC ADVOCATES LLC | 02/11/2026 | 38.85 K | $450.63 K | -15.99% | 0.09% |
| COHEN & STEERS, INC. | 02/13/2026 | 37.78 K | $438.00 K | 0.00% | 0.09% |
| SRS CAPITAL ADVISORS, INC. | 02/13/2026 | 37.48 K | $434.36 K | -5.23% | 0.09% |
| STEPHENS INC /AR/ | 02/05/2026 | 36.67 K | $424.99 K | 15.88% | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 35.49 K | $411.31 K | -38.49% | 0.09% |
| UNCOMMON CENTS INVESTING LLC | 01/15/2026 | 33.39 K | $386.93 K | 0.00% | 0.08% |
| CI PRIVATE WEALTH, LLC | 02/19/2026 | 30.84 K | $357.45 K | 2.80% | 0.08% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 29.29 K | $339.49 K | -1.63% | 0.07% |
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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: 1.98 M
Penserra Capital Management LLC: 1.21 M
GUGGENHEIM CAPITAL LLC: 755,814
UBS Group AG: 620,374
WELLS FARGO & COMPANY/MN: 571,104
Janney Montgomery Scott LLC: 450,490
25.04% of KKR Income Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 11.21 M shares in the last 24 months. This purchase volume represents approximately $128.60 M in transactions.