Position in KKR
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$309,006,419
-$128,927,913 QoQ
Shares Held
3,340,610
-2.8% QoQ
Ownership
0.372%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 85.7820577678927.ToString("F0")%
Shared 0.01406928674703123.ToString("F0")%
None 14.20387294536028.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Bank of New York Mellon Corp holds $4,487,991,194 across 90 Asset Management names. KKR ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
844,719 | $812,374,698 | |
| 2 | BX |
Blackstone Inc.
|
4,520,908 | $519,859,201 | |
| 3 | APO |
Apollo Global Management, Inc.
|
2,901,110 | $323,241,664 | |
| 4 | AMP |
Ameriprise Financial Inc
|
716,776 | $318,535,248 | |
| 5 | KKR |
KKR & Co. Inc.
This page
|
3,340,610 | $309,006,419 | |
| 6 | NTRS |
Northern Trust Corp
|
2,036,137 | $284,183,631 | |
| 7 | STT |
State Street Corp
|
1,846,047 | $233,635,700 | |
| 8 | RJF |
Raymond James Financial Inc
|
1,240,769 | $179,650,934 |
All Filings in KKR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $309,006,419 | 3,340,610 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $437,934,332 | 3,435,318 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $467,957,349 | 3,601,057 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $481,945,467 | 3,622,833 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $451,030,672 | 3,901,312 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $572,986,026 | 3,873,883 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $520,314,021 | 3,984,638 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $424,835,036 | 4,036,821 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $246,559,190 | 2,451,374 | Shares | Other | 2024-04-25 | |
| 2023-12-31 | $231,567,071 | 2,795,016 | Shares | Other | 2024-01-29 | |
| 2023-09-30 | $145,000,544 | 2,353,905 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $131,924,912 | 2,355,802 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $121,286,744 | 2,309,344 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $110,322,556 | 2,376,617 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $105,177,914 | 2,445,998 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $92,369,563 | 1,995,454 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $106,381,308 | 1,819,417 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $134,230,522 | 1,801,752 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $110,696,640 | 1,818,276 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $107,073,097 | 1,807,446 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $83,900,751 | 1,717,518 | Shares | Defined | 2021-05-13 | |
| 2020-09-30 | $66,458,165 | 1,935,299 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $58,563,670 | 1,896,492 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $24,179,543 | 1,030,232 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||