Position in KKR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$13,977,542
-$211,865 QoQ
Shares Held
152,294
-0.7% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#217
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, 2026WHITTIER TRUST CO OF NEVADA INC holds $52,451,236 across 92 Asset Management names. KKR ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
194,465 | $22,882,695 | |
| 2 | KKR |
KKR & Co. Inc.
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|
152,294 | $13,977,542 | |
| 3 | BLK |
BlackRock, Inc.
|
7,067 | $6,795,343 | |
| 4 | ARES |
Ares Management Corp
|
38,069 | $4,237,460 | |
| 5 | STT |
State Street Corp
|
5,206 | $882,937 | |
| 6 | SBI |
Western Asset Intermediate Muni Fund Inc.
|
79,576 | $626,263 | |
| 7 | AMP |
Ameriprise Financial Inc
|
1,179 | $540,877 | |
| 8 | FHI |
Federated Hermes, Inc.
|
9,000 | $496,980 |
All Filings in KKR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,977,542 | 152,294 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $14,189,407 | 153,399 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $10,510,087 | 82,445 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $7,719,419 | 59,403 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $7,481,207 | 56,237 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,317,392 | 54,644 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $7,846,329 | 53,048 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $6,506,801 | 49,830 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $195,220 | 1,855 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $110,638 | 1,100 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $91,135 | 1,100 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $67,760 | 1,100 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $61,600 | 1,100 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $57,772 | 1,100 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $51,062 | 1,100 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $47,300 | 1,100 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $50,919 | 1,100 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $64,317 | 1,100 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $81,950 | 1,100 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $66,968 | 1,100 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $65,164 | 1,100 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $53,735 | 1,100 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $44,539 | 1,100 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $37,774 | 1,100 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $33,968 | 1,100 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $25,817 | 1,100 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||