Position in KKR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$62,357,718
+$1,814,248 QoQ
Shares Held
679,426
+3.8% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#87
of 1,265 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,342,804,719 across 412 Asset Management names. KKR ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
213,723 | $205,507,487 | |
| 2 | BX |
Blackstone Inc.
|
1,695,516 | $199,511,367 | |
| 3 | PFG |
Principal Financial Group Inc
|
1,134,085 | $122,231,681 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,545,160 | $92,604,172 | |
| 5 | ARCC |
Ares Capital Corp
|
4,029,149 | $74,660,130 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
5,496,468 | $71,509,048 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
2,315,840 | $69,868,892 | |
| 8 | KKR |
KKR & Co. Inc.
This page
|
679,426 | $62,357,718 |
All Filings in KKR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,357,718 | 679,426 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||