Security Snapshot

KKR Income Opportunities Fund - Common Shares (KIO) Institutional Ownership

CUSIP: 48249T106

13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026

Latest Period

Q1 2026

Institutions Reporting

92

Shares (Excl. Options)

10,353,977

Price

$11.00

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Type / Class
Equity / Common Shares
Symbol
KIO on NYSE
Shares outstanding
40,992,286
Price per share
$11.18
All holders as of 31 Mar 2026
Q1 2026
Total 13F shares
10,353,977
Total reported value
$114,194,994
% of total 13F portfolios
0%
Share change
+198,899
Value change
+$1,948,148
Number of holders
92
Price from insider filings
$11.18
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Key facts

  • KIO - KKR Income Opportunities Fund - Common Shares is tracked under CUSIP 48249T106.
  • 92 institutions reported positions in Q1 2026.
  • 2 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 95 to 92 between Q4 2025 and Q1 2026.
  • Reported value moved from $119,255,720 to $114,194,994.

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

Latest holder context comes from 92 institutions filings for Q1 2026.

Open SEC Evidence

Security key

48249T106

Latest holder period

Q1 2026

13F holders

92

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

Latest 13F filings Latest 13D/G filings All securities

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

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, 92 institutional investors reported holding 10,353,977 shares of KKR Income Opportunities Fund - Common Shares (KIO). This represents 25% of the company’s total 40,992,286 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of KKR Income Opportunities Fund - Common Shares (KIO) together control 23% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

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

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 10,353,977 $114,194,994 +$1,948,148 $11.00 92
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
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
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