Position in KKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,882,591
-$30,444,031 QoQ
Shares Held
20,512
-94.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#489
of 1,268 holders
Holding Since
Dec 2020
6 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $26,588,798 across 10 Asset Management names. KKR ranks #3 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OWL |
Blue Owl Capital Inc.
|
1,388,909 | $12,152,953 | |
| 2 | WHG |
Westwood Holdings Group Inc
|
518,966 | $9,943,388 | |
| 3 | KKR |
KKR & Co. Inc.
This page
|
20,512 | $1,882,591 | |
| 4 | APO |
Apollo Global Management, Inc.
|
4,371 | $517,133 | |
| 5 | RJF |
Raymond James Financial Inc
|
3,269 | $496,986 | |
| 6 | BN |
BROOKFIELD Corp /ON/
|
10,381 | $442,126 | |
| 7 | TROW |
Price T Rowe Group Inc
|
3,228 | $366,991 | |
| 8 | NTRS |
Northern Trust Corp
|
1,718 | $298,657 |
All Filings in KKR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,882,591 | 20,512 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||