Position in KKR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$9,112,377
-$97,015 QoQ
Shares Held
99,285
-0.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#277
of 1,261 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026North Star Investment Management Corp. holds $67,439,545 across 83 Asset Management names. KKR ranks #2 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
169,684 | $19,966,716 | |
| 2 | KKR |
KKR & Co. Inc.
This page
|
99,285 | $9,112,377 | |
| 3 | WHG |
Westwood Holdings Group Inc
|
387,800 | $7,430,248 | |
| 4 | SII |
Sprott Inc.
|
63,121 | $7,091,644 | |
| 5 | GCMG |
GCM Grosvenor Inc.
|
324,630 | $3,992,949 | |
| 6 | FFA |
First Trust Enhanced Equity Income Fund
|
171,184 | $3,827,674 | |
| 7 | NTRS |
Northern Trust Corp
|
18,461 | $3,209,260 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
76,409 | $2,305,259 |
All Filings in KKR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,112,377 | 99,285 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $9,209,392 | 99,561 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $13,890,603 | 108,963 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $14,304,636 | 110,078 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $14,923,039 | 112,178 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $12,878,838 | 111,399 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $19,160,261 | 129,540 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $18,748,154 | 143,576 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $15,863,772 | 150,739 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $15,784,220 | 156,932 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $13,037,690 | 157,365 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $9,859,819 | 160,062 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $9,135,336 | 163,131 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $8,589,225 | 163,542 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $8,759,036 | 188,691 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $8,197,993 | 190,651 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $8,846,574 | 191,112 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $11,346,161 | 194,051 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $14,455,160 | 194,029 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $12,469,319 | 204,818 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $12,161,853 | 205,298 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $9,945,078 | 203,584 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $8,248,825 | 203,725 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $7,603,562 | 221,420 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $8,198,392 | 265,492 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $6,264,847 | 266,930 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||