Position in KKR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$128,580,292
-$1,344,190 QoQ
Shares Held
1,400,962
-0.3% QoQ
Ownership
0.156%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#59
of 1,265 holders
Holding Since
Mar 2020
26 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, 2026CI INVESTMENTS INC. holds $377,463,915 across 19 Asset Management names. KKR ranks #1 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
This page
|
1,400,962 | $128,580,292 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
2,795,175 | $119,046,503 | |
| 3 | EQH |
Equitable Holdings, Inc.
|
949,760 | $41,675,468 | |
| 4 | BLK |
BlackRock, Inc.
|
32,488 | $31,239,161 | |
| 5 | BAM |
Brookfield Asset Management Ltd.
|
410,315 | $18,402,627 | |
| 6 | BX |
Blackstone Inc.
|
142,258 | $16,739,498 | |
| 7 | PFG |
Principal Financial Group Inc
|
66,513 | $7,168,771 | |
| 8 | APO |
Apollo Global Management, Inc.
|
45,758 | $5,413,628 |
All Filings in KKR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,580,292 | 1,400,962 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $129,924,482 | 1,404,589 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $185,413,795 | 1,454,454 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $226,807,582 | 1,745,345 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $208,265,382 | 1,565,552 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $174,108,775 | 1,506,001 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $286,881,059 | 1,939,565 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $248,645,865 | 1,904,165 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $203,557,944 | 1,934,226 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $222,205,560 | 2,209,242 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $159,700,914 | 1,927,591 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $137,413,399 | 2,230,737 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $129,824,576 | 2,318,296 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $154,266,418 | 2,937,289 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $139,460,720 | 3,004,324 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $146,075,816 | 3,397,112 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $157,333,738 | 3,398,871 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $211,409,686 | 3,615,695 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $234,378,937 | 3,146,026 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $206,095,663 | 3,385,277 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $206,287,127 | 3,482,227 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $155,784,457 | 3,189,037 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $125,374,734 | 3,096,437 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $111,277,293 | 3,240,457 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $110,275,598 | 3,571,101 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $85,724,175 | 3,652,500 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||