Position in KKR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$23,965,868
-$9,854 QoQ
Shares Held
261,123
+0.7% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#152
of 1,261 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, 2026Janney Montgomery Scott LLC holds $793,422,871 across 245 Asset Management names. KKR ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
840,150 | $98,860,450 | |
| 2 | BLK |
BlackRock, Inc.
|
102,643 | $98,697,403 | |
| 3 | APO |
Apollo Global Management, Inc.
|
264,002 | $31,234,076 | |
| 4 | KKR |
KKR & Co. Inc.
This page
|
261,123 | $23,965,868 | |
| 5 | ARCC |
Ares Capital Corp
|
1,094,339 | $20,278,101 | |
| 6 | OBDC |
Blue Owl Capital Corp
|
1,852,474 | $20,136,392 | |
| 7 | TROW |
Price T Rowe Group Inc
|
167,714 | $19,067,404 | |
| 8 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
1,803,728 | $17,694,571 |
All Filings in KKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,965,868 | 261,123 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $23,975,722 | 259,197 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $32,764,909 | 257,020 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $34,853,889 | 268,210 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $38,919,389 | 292,561 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $26,704,753 | 230,990 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $18,237,155 | 123,299 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $13,905,203 | 106,488 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $10,705,539 | 101,725 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $10,113,319 | 100,550 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $7,799,830 | 94,144 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,604,922 | 90,989 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,769,080 | 67,305 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $3,495,048 | 66,547 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $2,230,620 | 48,053 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,060,044 | 47,908 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,012,318 | 43,472 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,733,238 | 46,746 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,587,175 | 48,150 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $2,780,815 | 45,677 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,575,992 | 43,484 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,053,849 | 42,044 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,705,965 | 42,133 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,477,066 | 43,013 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,346,120 | 43,592 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $1,248,885 | 53,212 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||