KKR Income Opportunities Fund

Historical 13F Holders

Symbol
KIO
CUSIP
48249T106
All holders as of
Q2 2026
Type
Equity
Class
COM
Reported Value, Excluding Options
Total Filings

13D/G Filers

Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing for 48249T106 since 12/18/2024, newest first.

Filer % of Class Filed
Morgan Stanley 13G
5.6% 5/12/2026
Event 3/31/2026
Sit Investment Associates, Inc. 13G/A Amendment 1
4.3% 7/7/2025
Event 6/30/2025
Sit Investment Associates, Inc. 13G
5.5% 4/2/2025
Event 2/16/2025

13F Holders by Quarter

Period Filings Shares, Excl. Options Value, Excl. Options
2026 Q3 3 25.0 k $258 k
2026 Q2 91 10.6 M $120 M
2026 Q1 94 10.4 M $115 M
2025 Q4 96 10.3 M $120 M
2025 Q3 96 10.6 M $133 M
2025 Q2 98 11.2 M $141 M
2025 Q1 84 12.3 M $151 M
2024 Q4 67 5.33 M $71.5 M
2024 Q3 61 5.01 M $73.9 M
2024 Q2 55 6.05 M $82.9 M
2024 Q1 57 7.88 M $107 M
2023 Q4 61 7.17 M $90.2 M
2023 Q3 59 7.00 M $83.7 M
2023 Q2 58 7.40 M $85.9 M
2023 Q1 64 7.92 M $86.9 M
2022 Q4 51 5.12 M $56.4 M
2022 Q3 54 5.33 M $70.7 M
2022 Q2 57 4.91 M $58.1 M
2022 Q1 51 4.60 M $66.3 M
2021 Q4 46 4.22 M $71.4 M
2021 Q3 44 3.79 M $62.1 M
2021 Q2 47 3.77 M $62.9 M
2021 Q1 55 3.94 M $62.4 M
2020 Q4 53 3.67 M $52.9 M
2020 Q3 47 3.00 M $40.5 M
2020 Q2 49 3.50 M $43.1 M
2020 Q1 55 5.22 M $50.2 M
2019 Q4 46 4.05 M $63.9 M
2019 Q3 45 4.03 M $62.8 M
2019 Q2 44 4.22 M $66.4 M
2019 Q1 50 5.00 M $122 M
2018 Q4 56 4.64 M $66.2 M
2018 Q3 44 4.31 M $70.7 M
2018 Q2 38 4.42 M $77.2 M
2018 Q1 44 4.95 M $78.6 M
2017 Q4 55 5.19 M $83.3 M
2017 Q3 29 2.92 M $52.3 M
2017 Q2 34 3.06 M $53.5 M
2017 Q1 29 3.49 M $59.5 M
2016 Q4 28 3.58 M $57.4 M
2016 Q3 29 2.91 M $46.5 M
2016 Q2 31 2.73 M $41.1 M
2016 Q1 33 2.97 M $42.8 M
2015 Q4 34 2.84 M $39.3 M
2015 Q3 25 2.40 M $35.0 M
2015 Q2 26 2.41 M $38.0 M
2015 Q1 24 2.27 M $37.4 M
2014 Q4 27 2.50 M $40.4 M
2014 Q3 22 2.21 M $38.3 M
2014 Q2 23 2.18 M $40.6 M
2014 Q1 22 1.89 M $33.8 M