Position in KKR
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$23,975,722
-$8,789,187 QoQ
Shares Held
259,197
+0.8% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Janney Montgomery Scott LLC holds $665,466,002 across 222 Asset Management names. KKR ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
105,806 | $101,754,688 | |
| 2 | BX |
Blackstone Inc.
|
760,325 | $87,429,771 | |
| 3 | APO |
Apollo Global Management, Inc.
|
231,810 | $25,828,270 | |
| 4 | KKR |
KKR & Co. Inc.
This page
|
259,197 | $23,975,722 | |
| 5 | OBDC |
Blue Owl Capital Corp
|
2,011,090 | $22,242,655 | |
| 6 | ARCC |
Ares Capital Corp
|
1,200,431 | $21,631,766 | |
| 7 | AMP |
Ameriprise Financial Inc
|
46,208 | $20,534,835 | |
| 8 | FHI |
Federated Hermes, Inc.
|
337,326 | $19,129,757 |
All Filings in KKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||