Security Snapshot

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

CUSIP: 48249T106

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

Latest Period

Q4 2025

Institutions Reporting

95

Shares (Excl. Options)

10,276,694

Price

$11.59

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Type / Class
Equity / Common Stock
Symbol
KIO on NYSE
Shares outstanding
41,007,047
Price per share
$11.00
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
10,276,694
Total reported value
$119,255,720
% of total 13F portfolios
0%
Share change
-269,027
Value change
-$3,611,175
Number of holders
95
Price from insider filings
$11.00
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Quick Takeaways

  • KIO - KKR Income Opportunities Fund - Common Stock is tracked under CUSIP 48249T106.
  • 95 institutions reported positions in Q4 2025.
  • 1 significant owner is listed from Schedule 13D/13G reporting.

What Changed

  • Holder count moved from 95 to 27 between Q4 2025 and Q1 2026.
  • Reported value moved from $119,255,720 to $14,175,423.

Why This Matters

  • 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.

Source Evidence

Source: SEC Form 13F

Latest holder context comes from 95 institutions filings for Q4 2025.

Open SEC Evidence

Investment Quick Answers

What is CUSIP 48249T106?
CUSIP 48249T106 identifies KIO - KKR Income Opportunities Fund - Common Stock in SEC 13F datasets.

Where can I see the latest institutional holders?
Review the Q4 2025 holders report and the ownership history table below.

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 31 Dec 2025, 95 institutional investors reported holding 10,276,694 shares of KKR Income Opportunities Fund - Common Stock (KIO). This represents 25% of the company’s total 41,007,047 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of KKR Income Opportunities Fund - Common Stock (KIO) together control 21% 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 4.8% 1,976,253 +15% 0% $22,904,794
Penserra Capital Management LLC 2.9% 1,206,826 +7.4% 0.17% $13,987,000
GUGGENHEIM CAPITAL LLC 1.8% 755,814 +5.3% 0.06% $8,759,884
UBS Group AG 1.5% 620,374 +8.4% 0% $7,190,135
WELLS FARGO & COMPANY/MN 1.4% 571,104 +7.6% 0% $6,619,095
Janney Montgomery Scott LLC 1.1% 450,490 +1.2% 0.01% $5,221,000
BANK OF AMERICA CORP /DE/ 0.77% 314,703 +4% 0% $3,647,410
Shaker Financial Services, LLC 0.75% 308,129 +428% 1.1% $3,571,216
Balyasny Asset Management L.P. 0.74% 303,000 0.01% $3,511,770
SIT INVESTMENT ASSOCIATES INC 0.7% 288,038 -73% 0.07% $3,338,000
Karpus Management, Inc. 0.43% 175,388 -13% 0.06% $2,032,747
Logan Stone Capital, LLC 0.41% 168,195 0.48% $1,949,380
Kovack Advisors, Inc. 0.39% 157,883 +43% 0.09% $1,829,858
Rareview Capital LLC 0.37% 149,809 +197% 1.2% $1,881,601
Capital Investment Advisors, LLC 0.35% 143,053 -6.3% 0.03% $1,657,989
RAYMOND JAMES FINANCIAL INC 0.3% 121,099 -8.2% 0% $1,403,528
ROYAL BANK OF CANADA 0.29% 118,909 -77% 0% $1,378,000
LPL Financial LLC 0.29% 118,572 -17% 0% $1,374,247
Invesco Ltd. 0.29% 118,549 -9.1% 0% $1,373,983
Cambridge Investment Research Advisors, Inc. 0.27% 111,870 -21% 0% $1,297,000
JANE STREET GROUP, LLC 0.27% 109,782 +121% 0% $1,272,373
Joseph P. Lucia & Associates, LLC 0.26% 105,417 -5.6% 0.44% $1,221,783
J.W. COLE ADVISORS, INC. 0.25% 101,635 +3.2% 0.03% $1,177,946
Cetera Investment Advisers 0.22% 91,840 +17% 0% $1,064,415
RIVERNORTH CAPITAL MANAGEMENT, LLC 0.22% 91,534 0.05% $1,060,879

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

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q1 1,263,662 $14,175,423 +$614,726 $11.00 27
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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