Who owns KKR Income Opportunities Fund?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of KIO from SEC Form 13F filings across 90 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 90 institutions disclosed 10.5M shares of KKR Income Opportunities Fund worth $118.4M — about 25.6% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
90
13F holders
$118.4M
value, 2026 filers
25.6%
of shares outstanding (10.5M sh)
12
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of KIO's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3.0M | $33.7M | 0.0% | 7.3% | +9.2% |
| 2 | Penserra Capital Management LLC | 1.2M | $13.1M | 0.1% | 2.8% | +4.0% |
| 3 | GUGGENHEIM CAPITAL LLC | 851,503 | $9.6M | 0.1% | 2.1% | +7.3% |
| 4 | UBS Group AG | 646,653 | $7.3M | 0.0% | 1.6% | -2.1% |
| 5 | WELLS FARGO & COMPANY/MN | 548,460 | $6.2M | 0.0% | 1.3% | -5.9% |
| 6 | Janney Montgomery Scott LLC | 536,534 | $6.0M | 0.0% | 1.3% | +14.2% |
| 7 | BANK OF AMERICA CORP /DE/ | 348,013 | $3.9M | 0.0% | 0.8% | +1.8% |
| 8 | LPL Financial LLC | 217,250 | $2.4M | 0.0% | 0.5% | +2.0% |
| 9 | Kovack Advisors, Inc. | 216,679 | $2.5M | 0.1% | 0.5% | +60.5% |
| 10 | Rareview Capital LLC | 198,863 | $2.5M | 1.4% | 0.5% | +10.1% |
| 11 | Shaker Financial Services, LLC | 175,575 | $2.0M | 0.6% | 0.4% | -44.4% |
| 12 | Karpus Management, Inc. | 162,934 | $1.8M | 0.1% | 0.4% | -3.4% |
| 13 | Significant Wealth Partners LLC | 143,556 | $1.6M | 1.8% | 0.4% | +1.7% |
| 14 | Capital Investment Advisors, LLC | 135,975 | $1.5M | 0.0% | 0.3% | -3.1% |
| 15 | Invesco Ltd. | 125,904 | $1.4M | 0.0% | 0.3% | -17.8% |
| 16 | RAYMOND JAMES FINANCIAL INC | 114,454 | $1.3M | 0.0% | 0.3% | -1.9% |
| 17 | Cambridge Investment Research Advisors, Inc. | 114,389 | $1.3M | 0.0% | 0.3% | +2.9% |
| 18 | J.W. COLE ADVISORS, INC.NEW | 101,737 | $1.1M | 0.0% | 0.2% | new |
| 19 | Cetera Investment Advisers | 100,812 | $1.1M | 0.0% | 0.2% | +4.6% |
| 20 | Joseph P. Lucia & Associates, LLC | 100,022 | $1.1M | 0.3% | 0.2% | +1.0% |
| 21 | COHEN & STEERS, INC. | 87,779 | $988,000 | 0.0% | 0.2% | 0.0% |
| 22 | SIT INVESTMENT ASSOCIATES INC | 80,300 | $904,000 | 0.0% | 0.2% | 0.0% |
| 23 | Baird Financial Group, Inc. | 79,150 | $891,229 | 0.0% | 0.2% | -4.8% |
| 24 | ROYAL BANK OF CANADA | 76,286 | $859,000 | 0.0% | 0.2% | -0.9% |
| 25 | Advisors Asset Management, Inc.NEW | 73,782 | $830,785 | 0.0% | 0.2% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.