Position in KKR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$112,942
+$11,086 QoQ
Shares Held
1,221
+52.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026ATLAS CAPITAL ADVISORS INC. holds $3,198,086 across 17 Asset Management names. KKR ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFG |
Principal Financial Group Inc
|
8,181 | $737,189 | |
| 2 | STT |
State Street Corp
|
5,598 | $708,482 | |
| 3 | BX |
Blackstone Inc.
|
3,632 | $417,643 | |
| 4 | NTRS |
Northern Trust Corp
|
2,822 | $393,866 | |
| 5 | BLK |
BlackRock, Inc.
|
217 | $208,691 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
5,400 | $131,706 | |
| 7 | KKR |
KKR & Co. Inc.
This page
|
1,221 | $112,942 | |
| 8 | IVZ |
Invesco Ltd.
|
4,615 | $112,098 |
All Filings in KKR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $112,942 | 1,221 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $101,856 | 799 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $106,290 | 799 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $184,513 | 1,596 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,188,920 | 14,799 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,945,380 | 14,898 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,467,466 | 13,944 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,604,452 | 15,952 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,112,344 | 13,426 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $107,800 | 1,750 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $98,000 | 1,750 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $91,910 | 1,750 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $81,235 | 1,750 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $75,250 | 1,750 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $81,007 | 1,750 | Shares | Sole | 2022-08-16 | |
| No filing history on record for this holder in this stock. | ||||||