Position in KKR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,437,553
+$18,833 QoQ
Shares Held
102,828
+1.0% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#269
of 1,265 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026New York Life Investment Management LLC holds $97,931,698 across 17 Asset Management names. KKR ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
20,126 | $19,352,356 | |
| 2 | BX |
Blackstone Inc.
|
103,363 | $12,162,724 | |
| 3 | KKR |
KKR & Co. Inc.
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|
102,828 | $9,437,553 | |
| 4 | APO |
Apollo Global Management, Inc.
|
68,384 | $8,090,511 | |
| 5 | EQH |
Equitable Holdings, Inc.
|
183,046 | $8,032,058 | |
| 6 | STT |
State Street Corp
|
38,485 | $6,527,056 | |
| 7 | AMP |
Ameriprise Financial Inc
|
13,437 | $6,164,358 | |
| 8 | NTRS |
Northern Trust Corp
|
27,547 | $4,788,770 |
All Filings in KKR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,437,553 | 102,828 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $9,418,720 | 101,824 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $12,712,050 | 99,718 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $12,973,038 | 99,831 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $13,465,030 | 101,218 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $11,518,571 | 99,633 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $14,792,035 | 100,007 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $13,037,890 | 99,846 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $7,779,551 | 73,922 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,115,432 | 11,090 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $894,780 | 10,800 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $592,345 | 9,616 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $609,280 | 10,880 | Shares | Sole | 2023-08-07 | |
| No filing history on record for this holder in this stock. | ||||||