Position in KKR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$32,326,622
-$14,669,644 QoQ
Shares Held
349,477
-5.2% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
5 quarters on record
Voting authority
Sole 72.37700907355848.ToString("F0")%
Shared 0.ToString("F0")%
None 27.62299092644151.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026WESTWOOD HOLDINGS GROUP INC holds $41,951,950 across 7 Asset Management names. KKR ranks #1 (77.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
This page
|
349,477 | $32,326,622 | |
| 2 | WHG |
Westwood Holdings Group Inc
|
444,245 | $7,316,715 | |
| 3 | APO |
Apollo Global Management, Inc.
|
12,781 | $1,424,059 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
10,381 | $420,119 | |
| 5 | PSEC |
Prospect Capital Corp
|
93,246 | $243,372 | |
| 6 | BTX |
BlackRock Technology & Private Equity Term Trust
|
18,300 | $120,780 | |
| 7 | LIEN |
Chicago Atlantic BDC, Inc.
|
10,737 | $100,283 |
All Filings in KKR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,326,622 | 349,477 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $46,996,266 | 368,656 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $59,701,888 | 459,422 | Shares | Defined | 2025-11-14 | |
| 2021-12-31 | $238,102 | 3,196 | Shares | Defined | 2022-02-25 | |
| 2020-12-31 | $744,489 | 18,387 | Shares | Defined | 2021-04-13 | |
| No filing history on record for this holder in this stock. | ||||||