Position in KKR
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$35,951,697
+$10,680,446 QoQ
Shares Held
388,667
+96.1% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 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 Mar 31, 2026WHITTIER TRUST CO holds $122,665,421 across 42 Asset Management names. KKR ranks #2 (29.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
504,190 | $57,976,807 | |
| 2 | KKR |
KKR & Co. Inc.
This page
|
388,667 | $35,951,697 | |
| 3 | BLK |
BlackRock, Inc.
|
11,752 | $11,302,015 | |
| 4 | ARES |
Ares Management Corp
|
74,947 | $8,176,717 | |
| 5 | NAC |
Nuveen California Quality Municipal Income Fund
|
211,237 | $2,460,911 | |
| 6 | ARCC |
Ares Capital Corp
|
83,430 | $1,503,408 | |
| 7 | GBAB |
Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust
|
100,514 | $1,457,453 | |
| 8 | OTF |
Blue Owl Technology Finance Corp.
|
63,967 | $792,551 |
All Filings in KKR
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,951,697 | 388,667 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $25,271,251 | 198,237 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $17,911,658 | 137,835 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $17,758,307 | 133,491 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $14,269,164 | 123,425 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $17,636,640 | 119,239 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $15,094,003 | 115,592 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $298,250 | 2,834 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $240,889 | 2,395 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $189,892 | 2,292 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $141,187 | 2,292 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $128,352 | 2,292 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $129,829 | 2,472 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $114,750 | 2,472 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $154,370 | 3,590 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $11,711 | 253 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $10,524 | 180 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $13,410 | 180 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $10,958 | 180 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $10,663 | 180 | Shares | Sole | 2021-07-29 | |
| 2020-03-31 | $492 | 21 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||