KKR Income Opportunities Fund - Common Stock (KIO)

Historical Holders from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
KIO on NYSE
Shares outstanding
41,007,047
Price per share
$11.59
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
10,558,403
Holdings value
$133,021,267
% of all portfolios
0%
Share change
-460,526
Value change
-$5,764,254
Average buys %
+0%
Average sells %
-0%
Number of holders
95
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of KKR Income Opportunities Fund - Common Stock (KIO) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
SIT INVESTMENT ASSOCIATES INC 4.3% -24% $21,882,590 -$6,174,248 1,763,303 -22% Sit Investment Associates, Inc. 30 Jun 2025
As of 30 Sep 2025, KKR Income Opportunities Fund - Common Stock (KIO) has 95 institutional shareholders filing 13F forms. They hold 10,558,403 shares of 41,007,047 outstanding shares (26%) .

Top 25 institutional shareholders own 22% of the company.

Filer Ownership Nb Shares Share Change % Portfolio % Holdings Value
MORGAN STANLEY 4.2% 1,712,582 +13% 0% $21,578,561
Penserra Capital Management LLC 2.7% 1,124,139 +214% 0.17% $14,164,000
SIT INVESTMENT ASSOCIATES INC 2.6% 1,069,302 -39% 0.27% $13,473,000
GUGGENHEIM CAPITAL LLC 1.8% 717,954 -0.44% 0.07% $9,046,220
UBS Group AG 1.4% 572,119 -25% 0% $7,208,700
WELLS FARGO & COMPANY/MN 1.3% 530,641 +108% 0% $6,686,080
ROYAL BANK OF CANADA 1.3% 527,002 +300% 0% $6,640,000
Janney Montgomery Scott LLC 1.1% 445,362 0.01% $5,612,000
Polar Asset Management Partners Inc. 1% 424,203 +1.9% 0.11% $5,344,958
BANK OF AMERICA CORP /DE/ 0.74% 302,517 -11% 0% $3,811,709
Karpus Management, Inc. 0.49% 201,920 -65% 0.08% $2,544,192
Advisors Asset Management, Inc. 0.43% 176,246 -37% 0.04% $2,220,700
Capital Investment Advisors, LLC 0.37% 152,702 -0.98% 0.03% $1,924,040
LPL Financial LLC 0.35% 143,351 +27% 0% $1,806,221
Cambridge Investment Research Advisors, Inc. 0.34% 140,834 +49% 0% $1,775,000
RAYMOND JAMES FINANCIAL INC 0.32% 131,936 +22% 0% $1,662,394
Invesco Ltd. 0.32% 130,407 -5.9% 0% $1,643,128
Joseph P. Lucia & Associates, LLC 0.27% 111,712 +0.6% 0.53% $1,407,571
Kovack Advisors, Inc. 0.27% 110,115 -1.1% 0.13% $1,387,449
J.W. COLE ADVISORS, INC. 0.24% 98,448 +13% 0.02% $1,240,447
Cetera Investment Advisers 0.19% 78,273 +52% 0% $986,247
StoneX Group Inc. 0.18% 75,299 -0.77% 0.04% $948,770
Virtus Investment Advisers, LLC 0.18% 73,531 -0.13% 0.27% $926,491
Rockefeller Capital Management L.P. 0.16% 63,667 0% 0% $802,204
Shaker Financial Services, LLC 0.14% 58,344 +21% 0.25% $735,135

Institutional Holders of KKR Income Opportunities Fund - Common Stock (KIO) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q4 57,579 $669,913 -$6,442 $11.59 3
2025 Q3 10,558,403 $133,021,267 -$5,764,254 $12.60 95
2025 Q2 11,024,750 $138,470,327 -$16,000,408 $12.56 94
2025 Q1 12,292,906 $151,069,552 +$85,716,584 $12.29 81
2024 Q4 5,320,429 $71,186,731 +$3,723,826 $13.38 63
2024 Q3 4,995,036 $73,645,388 +$1,205,047 $14.76 58
2024 Q2 4,868,901 $66,702,483 -$7,144,747 $13.70 51
2024 Q1 5,445,783 $73,758,810 -$8,552,260 $13.54 53
2023 Q4 6,186,063 $77,765,462 -$9,825,791 $12.57 56
2023 Q3 6,995,234 $83,655,096 -$4,694,097 $11.96 57
2023 Q2 7,396,866 $85,878,524 -$5,716,908 $11.61 57
2023 Q1 7,900,924 $86,773,954 +$29,858,476 $10.98 62
2022 Q4 5,085,374 $56,020,880 -$2,819,186 $11.01 47
2022 Q3 5,328,382 $60,953,547 +$5,038,778 $11.44 52
2022 Q2 4,893,343 $56,959,000 +$3,422,597 $11.64 54
2022 Q1 4,597,018 $66,329,000 +$5,128,610 $14.43 49
2021 Q4 4,219,997 $71,400,000 +$4,926,873 $16.92 45
2021 Q3 3,789,233 $62,069,000 +$498,636 $16.38 43
2021 Q2 3,768,351 $62,852,000 -$2,099,390 $16.68 46
2021 Q1 3,892,462 $61,580,189 +$3,775,882 $15.82 53
2020 Q4 3,668,793 $52,935,000 +$9,163,232 $14.43 52
2020 Q3 2,998,994 $40,510,000 -$6,167,013 $13.53 45
2020 Q2 3,495,241 $43,064,000 -$13,211,428 $12.32 48
2020 Q1 4,674,859 $49,826,000 +$5,913,950 $10.66 53
2019 Q4 4,046,156 $63,881,000 -$490,569 $15.78 45
2019 Q3 4,030,616 $62,753,000 -$3,001,955 $15.57 44
2019 Q2 4,223,376 $66,433,941 +$1,311,873 $15.73 43
2019 Q1 4,048,210 $62,658,509 -$11,096,051 $15.48 47
2018 Q4 4,644,348 $66,183,000 +$4,471,624 $14.25 55
2018 Q3 4,305,831 $70,659,000 -$467,459 $16.41 42
2018 Q2 4,424,785 $77,158,000 -$9,638,031 $16.56 37
2018 Q1 4,946,887 $78,559,000 -$3,866,499 $15.88 43
2017 Q4 5,188,411 $83,264,000 +$34,749,448 $16.05 53
2017 Q3 2,923,620 $52,340,000 -$2,367,557 $17.90 28
2017 Q2 3,057,197 $53,506,000 +$4,130,584 $17.49 32
2017 Q1 2,822,432 $48,081,000 -$1,677,249 $17.01 28
2016 Q4 2,932,625 $47,002,000 +$425,533 $16.03 27
2016 Q3 2,905,827 $46,545,000 +$3,155,323 $16.02 26
2016 Q2 2,725,324 $41,136,000 -$3,465,382 $15.06 31
2016 Q1 2,971,391 $42,808,013 +$2,746,074 $14.41 33
2015 Q4 2,835,077 $39,324,725 +$5,358,458 $13.87 34
2015 Q3 2,403,271 $34,986,056 +$271,344 $14.56 25
2015 Q2 2,348,300 $37,008,342 +$495,528 $15.76 25
2015 Q1 2,274,103 $37,433,100 -$3,474,371 $16.46 24
2014 Q4 2,495,164 $40,370,312 +$4,798,815 $16.18 27
2014 Q3 2,213,184 $38,267,648 +$341,052 $17.29 22
2014 Q2 2,178,257 $40,624,780 +$5,977,119 $18.65 23
2014 Q1 1,886,405 $33,690,301 +$7,792,391 $17.86 21