KKR Income Opportunities Fund
KKR Income Opportunities Fund (KIO) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · KIO · as of Sep 30, 2025
Ownership Breakdown
95
Institutional Holders
▼ 1 vs Q2
$133.02M
Total Inst. Value
▼ $6.84M vs Q2
40.99M
Shares Outstanding
freeFloat 100.00%
10.56M
13F Shares Held
▼ 577,444 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
KIO largest shareholders · institutional ownership
Q3 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
MORGAN STANLEY | 1.71M | 4.19% | 4.19% | $21.58B | May 27, 2026 | ▲ 194.2K |
PENSERRA CAPITAL MANAGEMENT LLC | 1.12M | 2.75% | 2.75% | $14.16B | Nov 4, 2025 | ▲ 765.6K |
SIT INVESTMENT ASSOCIATES INC | 1.07M | 2.62% | 2.62% | $13.47B | Nov 13, 2025 | ▼ 694.0K |
GUGGENHEIM CAPITAL LLC | 718.0K | 1.76% | 1.76% | $9.05B | Nov 13, 2025 | ▼ 3.2K |
UBS GROUP AG | 572.1K | 1.40% | 1.40% | $7.21B | Nov 13, 2025 | ▼ 189.7K |
WELLS FARGO & COMPANY/MN | 530.6K | 1.30% | 1.30% | $6.69B | Nov 13, 2025 | ▲ 275.7K |
ROYAL BANK OF CANADA | 527.0K | 1.29% | 1.29% | $6.64B | Nov 14, 2025 | ▲ 395.4K |
JANNEY MONTGOMERY SCOTT LLC | 445.4K | 1.09% | 1.09% | $5.61B | Oct 27, 2025 | NEW |
POLAR ASSET MANAGEMENT PARTNERS INC. | 424.2K | 1.04% | 1.04% | $5.34B | Dec 1, 2025 | ▲ 8.1K |
BANK OF AMERICA CORP /DE/ | 302.5K | 74.02% | 74.02% | $3.81B | Feb 3, 2026 | ▼ 37.9K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2025 vs prior quarter
Q3 2025
23
Increased
+1.88M shares1
New Positions
first time holders20
Decreased
−2.05M shares0
Sold Out
fully exitedNet shares change (top 50)
164.1K
+1.88M / −2.05M
Net new holders
+4
1 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
KIO insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
0
Buy transactions
5
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Takao Justin Treasurer, CAO & CFO | Feb 3, 2026 | Sale | 7,310.151 | $11.71 | $85.6K | 14.0K | Form 4 ↗ |
Takao Justin Treasurer, CAO & CFO | Feb 3, 2026 | Sale | 7,397 | $11.72 | $86.7K | 6.6K | Form 4 ↗ |
Takao Justin Treasurer, CAO & CFO | Feb 3, 2026 | Sale | 100 | $11.73 | $1.2K | 6.5K | Form 4 ↗ |
Takao Justin Treasurer, CAO & CFO | Feb 4, 2026 | Sale | 1,415.98 | $11.65 | $16.5K | 5.0K | Form 4 ↗ |
Takao Justin Treasurer, CAO & CFO | Feb 4, 2026 | Sale | 4,994 | $11.71 | $58.5K | 46.259 | Form 4 ↗ |
CAHILL MICHAEL E director | Feb 28, 2023 | X-InTheMoney | 917 | $10.75 | $9.9K | 8.3K | Form 4 ↗ |
CAHILL MICHAEL E director | Feb 28, 2023 | X-InTheMoney | 917 | — | — | 0 | Form 4 ↗ |
CAHILL MICHAEL E director | Feb 16, 2023 | X-InTheMoney | 1,833 | $10.75 | $19.7K | 7.3K | Form 4 ↗ |
CAHILL MICHAEL E director | Feb 16, 2023 | X-InTheMoney | 5,500 | — | — | 0 | Form 4 ↗ |
Sheldon Christopher A | Feb 16, 2023 | X-InTheMoney | 4,998 | $10.75 | $53.7K | 20.0K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
KKR Income Opportunities Fund (KIO) is primarily owned by institutional investors, who hold approximately 25.8% of total shares outstanding. Company insiders own approximately 0.00%, while retail and public investors account for the remaining 74.24%.
The largest institutional shareholder of KKR Income Opportunities Fund is MORGAN STANLEY, holding approximately 1.71 million shares — equal to 4.19% of outstanding shares — as of September 30, 2025.
A total of 95 institutional investors currently hold KIO stock, with a combined institutional value of approximately $133,021,267 as of the most recent 13F filing period.
Frequently asked questions
KIO ownershipKKR Income Opportunities Fund (KIO) is primarily owned by institutional investors, who hold approximately 25.8% of shares. The largest shareholder is MORGAN STANLEY with a 4.19% stake. Company insiders hold 0.00%. Data sourced from SEC Form 13F as of September 30, 2025.