Position in KKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,098,457
-$4,183,032 QoQ
Shares Held
22,864
-66.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#469
of 1,265 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $47,679,719 across 25 Asset Management names. KKR ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
15,508 | $14,911,872 | |
| 2 | PDI |
PIMCO Dynamic Income Fund
|
446,181 | $7,451,222 | |
| 3 | BX |
Blackstone Inc.
|
23,453 | $2,759,714 | |
| 4 | RJF |
Raymond James Financial Inc
|
18,065 | $2,746,421 | |
| 5 | AMP |
Ameriprise Financial Inc
|
4,653 | $2,134,610 | |
| 6 | KKR |
KKR & Co. Inc.
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|
22,864 | $2,098,457 | |
| 7 | APAM |
Artisan Partners Asset Management Inc.
|
60,193 | $2,078,464 | |
| 8 | TROW |
Price T Rowe Group Inc
|
15,662 | $1,780,612 |
All Filings in KKR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,098,457 | 22,864 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,281,489 | 67,908 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,858,585 | 69,490 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $10,017,715 | 77,089 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,883,716 | 81,814 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $8,768,556 | 75,846 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $9,092,471 | 61,473 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $8,276,029 | 63,379 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $5,888,598 | 55,954 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $6,067,689 | 60,327 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $6,472,739 | 78,126 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $5,069,248 | 82,293 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $4,526,536 | 80,831 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $4,807,838 | 91,543 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $4,276,303 | 92,122 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $3,984,638 | 92,666 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,301,220 | 92,919 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $3,984,847 | 68,152 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,274,485 | 30,530 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||