Position in KKR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$6,281,489
-$2,577,096 QoQ
Shares Held
67,908
-2.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 74.65504292635516.ToString("F0")%
Shared 0.ToString("F0")%
None 25.344957073644835.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Orion Porfolio Solutions, LLC holds $57,211,751 across 31 Asset Management names. KKR ranks #2 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
15,877 | $15,269,068 | |
| 2 | KKR |
KKR & Co. Inc.
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|
67,908 | $6,281,489 | |
| 3 | PHK |
Pimco High Income Fund
|
1,322,308 | $6,122,286 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
316,097 | $5,408,419 | |
| 5 | BX |
Blackstone Inc.
|
26,954 | $3,099,439 | |
| 6 | RJF |
Raymond James Financial Inc
|
17,095 | $2,475,184 | |
| 7 | AMP |
Ameriprise Financial Inc
|
5,188 | $2,305,546 | |
| 8 | APAM |
Artisan Partners Asset Management Inc.
|
59,526 | $2,166,151 |
All Filings in KKR
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||