Position in KKR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$60,543,470
-$25,921,242 QoQ
Shares Held
654,524
-3.5% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 12.878519351467633.ToString("F0")%
Shared 0.ToString("F0")%
None 87.12148064853237.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $3,126,810,510 across 416 Asset Management names. KKR ranks #9 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
218,728 | $210,352,904 | |
| 2 | BX |
Blackstone Inc.
|
1,469,080 | $168,929,509 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
5,778,813 | $95,986,083 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,288,936 | $90,493,694 | |
| 5 | PHYS |
Sprott Physical Gold Trust
|
2,361,598 | $83,695,033 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
3,183,953 | $77,656,613 | |
| 7 | ARCC |
Ares Capital Corp
|
4,038,185 | $72,768,093 | |
| 8 | PFG |
Principal Financial Group Inc
|
728,464 | $65,641,891 |
All Filings in KKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $60,543,470 | 654,524 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $86,464,712 | 678,261 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $99,576,526 | 766,268 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $94,962,401 | 713,842 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $75,915,306 | 656,650 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $103,862,402 | 702,200 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $67,233,422 | 514,883 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $41,647,467 | 395,738 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $35,601,296 | 353,960 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $21,240,917 | 256,378 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,701,394 | 238,659 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $13,333,824 | 238,104 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $12,505,904 | 238,117 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $12,689,324 | 273,359 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $12,225,029 | 284,303 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $13,681,889 | 295,569 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $18,589,074 | 317,925 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $23,378,174 | 313,801 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $16,991,364 | 279,096 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $14,957,803 | 252,495 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $13,064,395 | 267,439 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $10,792,488 | 266,547 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $8,421,885 | 245,250 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $7,660,216 | 248,064 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,763,715 | 245,578 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||