Position in KKR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$493,948
-$208,975 QoQ
Shares Held
5,340
-3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Dorsey & Whitney Trust CO LLC holds $14,391,481 across 21 Asset Management names. KKR ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
7,524 | $3,343,662 | |
| 2 | PFG |
Principal Financial Group Inc
|
32,600 | $2,937,584 | |
| 3 | BLK |
BlackRock, Inc.
|
2,487 | $2,391,766 | |
| 4 | BX |
Blackstone Inc.
|
6,234 | $716,843 | |
| 5 | KKR |
KKR & Co. Inc.
This page
|
5,340 | $493,948 | |
| 6 | APO |
Apollo Global Management, Inc.
|
4,300 | $479,104 | |
| 7 | ARES |
Ares Management Corp
|
4,089 | $446,107 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
36,129 | $399,586 |
All Filings in KKR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $493,948 | 5,340 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $702,923 | 5,514 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $681,324 | 5,243 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $693,617 | 5,214 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $662,790 | 5,733 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $857,579 | 5,798 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $901,130 | 6,901 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $342,028 | 3,250 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $327,989 | 3,261 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $275,309 | 3,323 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $208,207 | 3,380 | Shares | Other | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||