90 institutional investment managers reported KIO positions in their Form 13F filings for Q2 2026, holding 10,608,321 shares worth $120M in total. Morgan Stanley reported the largest position.

Are funds buying or selling KIO?

In Q2 2026, 10 managers opened new KIO positions, 29 added, 25 trimmed and 13 sold out. Managers that filed in both quarters added a net 228,120 shares.

How current is this KIO institutional ownership data?

It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Funds · KIO

Who owns KIO?

Institutional ownership of KKR Income Opportunities Fund from Form 13F, Q2 2026

90 institutional managers reported holding KKR Income Opportunities Fund (KIO) in Form 13F filings for Q2 2026, with 10,608,321 shares worth $120M. The largest reported holder was Morgan Stanley. Managers that filed both quarters added a net 228,120 shares (+2.2%). 10 opened new positions and 13 sold out.

Funds holding: 90
Value held: $120M
New / sold out: 10 / 13
Net shares, same filers: +2.2%

Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

Largest holders of KIO

Fund	Value	Share of 13F holdings	Shares	Move
Morgan Stanley	$33.7M	28.2%	2,996,729	Added
Penserra Capital Management LLC	$13.1M	11.0%	1,161,643	Added
Guggenheim Capital LLC	$9.6M	8.0%	851,503	Added
UBS Group AG	$7.3M	6.1%	646,653	Trimmed
Wells Fargo & Company	$6.2M	5.2%	548,460	Trimmed
Janney Montgomery Scott LLC	$6.0M	5.1%	536,534	Added
Bank of America Corp	$3.9M	3.3%	348,013	Added
Cambridge Investment Research Advisors, Inc.	$2.6M	2.2%	228,778	Added
Rareview Capital LLC	$2.5M	1.9%	198,863	Added
Kovack Advisors, Inc.	$2.5M	2.0%	216,679	Added
LPL Financial LLC	$2.4M	2.0%	217,250	Added
Shaker Financial Services, LLC	$2.0M	1.7%	175,575	Trimmed
Karpus Management, Inc.	$1.8M	1.5%	162,934	Trimmed
Significant Wealth Partners LLC	$1.6M	1.4%	143,556	Added
Capital Investment Advisors, LLC	$1.5M	1.3%	135,975	Trimmed
Invesco Ltd.	$1.4M	1.2%	125,904	Trimmed
Raymond James Financial Inc	$1.3M	1.1%	114,454	Trimmed
J.w. Cole Advisors, Inc.	$1.1M	1.0%	101,737	New
Cetera Investment Advisers	$1.1M	1.0%	100,812	Added
Joseph P. Lucia & Associates, LLC	$1.1M	0.9%	100,022	Added
Cohen & Steers, Inc.	$988K	0.8%	87,779	Unchanged
Sit Investment Associates Inc	$904K	0.8%	80,300	Unchanged
Baird Financial Group, Inc.	$891K	0.7%	79,150	Trimmed
Royal Bank of Canada	$859K	0.7%	76,286	Trimmed
Advisors Asset Management, Inc.	$831K	0.7%	73,782	New

Share of 13F holdings is each fund's shares as a share of the 10,608,321 KIO shares all 13F filers reported, not of shares outstanding.

Biggest buyers in Q2 2026

Morgan Stanley Added+$2.8M
Cambridge Investment Research Advisors, Inc. Added+$1.3M
J.w. Cole Advisors, Inc. New+$1.1M
Kovack Advisors, Inc. Added+$925K
Advisors Asset Management, Inc. New+$831K
Janney Montgomery Scott LLC Added+$752K
Guggenheim Capital LLC Added+$652K
NewEdge Advisors, LLC New+$533K
Penserra Capital Management LLC Added+$499K
Arax Advisory Partners Added+$398K

Biggest sellers in Q2 2026

Logan Stone Capital, LLC Sold out-$2.7M
Shaker Financial Services, LLC Trimmed-$1.6M
Balyasny Asset Management L.P. Sold out-$836K
Wolverine Asset Management LLC Sold out-$826K
Wells Fargo & Company Trimmed-$391K
Invesco Ltd. Trimmed-$306K
Corient Private Wealth LP Trimmed-$210K
Commonwealth Equity Services, LLC Sold out-$194K
Cresset Asset Management, LLC Sold out-$175K
Nomura Holdings Inc Sold out-$165K

The change in shares since the quarter before, adjusted for stock splits and priced at the Q2 2026 value per share. Funds bought $11.6M and sold $8.9M; 29 added and 25 trimmed.

Schedule 13D and 13G filings on KIO

Owners of more than 5% must file within days, so these can be newer than the 13F data.

2026-05-12MORGAN STANLEY SCHEDULE 13G filed by KKR Income Opportunities FundSchedule 13G
2025-04-02SIT INVESTMENT ASSOCIATES INC SCHEDULE 13G filed by KKR Income Opportunities FundSchedule 13G

Questions about KIO ownership

Who owns KIO stock?: 90 institutional investment managers reported KIO positions in their Form 13F filings for Q2 2026, holding 10,608,321 shares worth $120M in total. Morgan Stanley reported the largest position.
Are funds buying or selling KIO?: In Q2 2026, 10 managers opened new KIO positions, 29 added, 25 trimmed and 13 sold out. Managers that filed in both quarters added a net 228,120 shares.
How current is this KIO institutional ownership data?: It covers holdings as of the end of Q2 2026. Managers have 45 days after the quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.

From the SEC's Form 13F data sets for Q2 2026: every 13F holdings report, matched to KIO by CUSIP. Options are left out. KIO news and filings · KIO insider trades · Top funds