Position in KKR
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$93,230,842
-$130,975,372 QoQ
Shares Held
1,007,901
-42.7% QoQ
Ownership
0.112%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,994,163,232 across 262 Asset Management names. KKR ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
545,164 | $524,289,670 | |
| 2 | AMP |
Ameriprise Financial Inc
|
315,989 | $140,425,511 | |
| 3 | ARES |
Ares Management Corp
|
920,109 | $100,383,891 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
2,322,041 | $93,972,999 | |
| 5 | KKR |
KKR & Co. Inc.
This page
|
1,007,901 | $93,230,842 | |
| 6 | RJF |
Raymond James Financial Inc
|
509,075 | $73,708,969 | |
| 7 | APO |
Apollo Global Management, Inc.
|
580,055 | $64,629,728 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
1,803,388 | $63,912,070 |
All Filings in KKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $93,230,842 | 1,007,901 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $224,206,214 | 1,758,756 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $156,475,523 | 1,204,121 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $175,387,018 | 1,318,402 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $155,061,218 | 1,341,244 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $197,713,663 | 1,336,716 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $160,977,979 | 1,232,792 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $119,618,625 | 1,136,627 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $106,789,306 | 1,061,735 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $58,808,089 | 709,814 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $44,627,598 | 724,474 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $21,693,280 | 387,380 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $21,994,955 | 418,792 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $27,779,445 | 598,437 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $26,244,577 | 610,339 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $27,799,598 | 600,553 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $33,616,975 | 574,944 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $42,106,059 | 565,182 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $31,480,865 | 517,097 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $28,704,564 | 484,547 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $22,138,380 | 453,191 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $17,066,089 | 421,489 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $13,631,606 | 396,960 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $12,184,753 | 394,584 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $9,565,433 | 407,560 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||