Position in KKR
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$9,418,720
-$3,293,330 QoQ
Shares Held
101,824
+2.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026New York Life Investment Management LLC holds $85,932,274 across 18 Asset Management names. KKR ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
20,063 | $19,294,787 | |
| 2 | BX |
Blackstone Inc.
|
103,894 | $11,946,771 | |
| 3 | KKR |
KKR & Co. Inc.
This page
|
101,824 | $9,418,720 | |
| 4 | APO |
Apollo Global Management, Inc.
|
68,626 | $7,646,308 | |
| 5 | AMP |
Ameriprise Financial Inc
|
13,606 | $6,046,506 | |
| 6 | STT |
State Street Corp
|
38,703 | $4,898,251 | |
| 7 | NTRS |
Northern Trust Corp
|
27,765 | $3,875,161 | |
| 8 | RJF |
Raymond James Financial Inc
|
26,158 | $3,787,416 |
All Filings in KKR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||