Latest Period
Q1 2026
Security Snapshot
KKR Income Opportunities Fund - Common Shares (KIO) Institutional Ownership
CUSIP: 48249T106
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
93
Shares (Excl. Options)
10,402,447
Price
$11.00
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- Security type / class
- Equity / Common Shares
- Symbol
- KIO on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 10,402,447
- Total 13F value
- $114,728,164
- Portfolio coverage rank
- 0%
- Share change
- +197,855
- Value change
- +$1,936,664
- Number of holders
- 93
- Shares outstanding
- 40,992,286
- SEC-reported price per share
- $11.26
- Insider filing price
- $11.26
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
3 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- KIO - KKR Income Opportunities Fund - Common Shares is tracked under CUSIP 48249T106.
- 93 institutions reported positions in Q1 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 93 to 6 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $114,728,164 to $617,220.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 93 institutions filings for Q1 2026.
Security key
48249T106
Latest holder period
Q1 2026
13F holders
93
13D/G owners
2
CIK / CUSIP context first
Open Q1 2026 holders
KIO full holder history
KKR Income Opportunities Fund SEC filings
KKR Income Opportunities Fund insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 48249T106:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
KIO
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 5.6% | $25,687,406 | 2,295,568 | Morgan Stanley | 31 Mar 2026 | |||
| 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 31 Mar 2026, 93 institutional investors reported holding 10,402,447 shares of KKR Income Opportunities Fund - Common Shares (KIO). This represents 25% of the company’s total 40,992,286 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
23%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| MORGAN STANLEY | 6.7% | 2,745,407 | +39% | 0% | $30,199,490 |
| Penserra Capital Management LLC | 2.7% | 1,117,298 | -7.4% | 0.14% | $12,290,000 |
| GUGGENHEIM CAPITAL LLC | 1.9% | 793,562 | +5% | 0.07% | $8,729,182 |
| UBS Group AG | 1.6% | 660,462 | +6.5% | 0% | $7,265,082 |
| WELLS FARGO & COMPANY/MN | 1.4% | 583,146 | +2.1% | 0% | $6,414,610 |
| Janney Montgomery Scott LLC | 1.1% | 469,778 | +4.3% | 0.01% | $5,168,000 |
| BANK OF AMERICA CORP /DE/ | 0.83% | 341,918 | +8.6% | 0% | $3,761,099 |
| Shaker Financial Services, LLC | 0.77% | 315,638 | +2.4% | 1.2% | $3,472,018 |
| Logan Stone Capital, LLC | 0.6% | 246,200 | +46% | 0.75% | $2,708,200 |
| LPL Financial LLC | 0.52% | 212,945 | +80% | 0% | $2,342,399 |
| Rareview Capital LLC | 0.44% | 180,612 | +21% | 1.3% | $2,268,487 |
| Karpus Management, Inc. | 0.41% | 168,693 | -3.8% | 0.06% | $1,855,623 |
| Invesco Ltd. | 0.37% | 153,124 | +29% | 0% | $1,684,364 |
| Significant Wealth Partners LLC | 0.34% | 141,149 | 1.9% | $1,552,639 | |
| Capital Investment Advisors, LLC | 0.34% | 140,325 | -1.9% | 0.02% | $1,543,579 |
| Kovack Advisors, Inc. | 0.33% | 135,026 | -14% | 0.08% | $1,483,338 |
| RAYMOND JAMES FINANCIAL INC | 0.28% | 116,691 | -3.6% | 0% | $1,283,592 |
| Cambridge Investment Research Advisors, Inc. | 0.27% | 111,203 | -0.6% | 0% | $1,223,000 |
| Joseph P. Lucia & Associates, LLC | 0.24% | 99,034 | -6.1% | 0.39% | $1,089,374 |
| Cetera Investment Advisers | 0.24% | 96,405 | +5% | 0% | $1,060,455 |
| COHEN & STEERS, INC. | 0.21% | 87,779 | +132% | 0% | $966,000 |
| Baird Financial Group, Inc. | 0.2% | 83,144 | -7.9% | 0% | $914,591 |
| SIT INVESTMENT ASSOCIATES INC | 0.2% | 80,300 | -72% | 0.02% | $883,000 |
| ROYAL BANK OF CANADA | 0.19% | 76,943 | -35% | 0% | $846,000 |
| Balyasny Asset Management L.P. | 0.19% | 76,042 | -75% | 0% | $836,462 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q1 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 54,815 | $617,220 | -$46,706 | $11.26 | 6 |
| 2026 Q1 | 10,402,447 | $114,728,164 | +$1,936,664 | $11.00 | 93 |
| 2025 Q4 | 10,276,694 | $119,255,720 | -$3,611,175 | $11.59 | 95 |
| 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 |