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Equibles

ATLAS CAPITAL ADVISORS INC.

Position in KKR — KKR & Co. Inc.

CIK 1434165 JACKSON, WY
Back to KKR Full portfolio

Position in KKR

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$253,221
+$140,279 QoQ
Shares Held
2,759
+126.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#929
of 1,269 holders
Holding Since
Jun 2022
16 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 Jun 30, 2026

ATLAS CAPITAL ADVISORS INC. holds $4,128,058 across 16 Asset Management names. KKR ranks #4 (6.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PFG
Principal Financial Group Inc
 12,278 $1,323,322
2 STT
State Street Corp
 5,578 $946,028
3 NTRS
Northern Trust Corp
 2,822 $490,576
4 KKR
KKR & Co. Inc.
This page 		2,759 $253,221
5 BLK
BlackRock, Inc.
 237 $227,889
6 IVZ
Invesco Ltd.
 7,562 $199,561
7 BN
BROOKFIELD Corp /ON/
 4,565 $194,423
8 BX
Blackstone Inc.
 1,631 $191,919

All Filings in KKR

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16 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $253,221 2,759
2026-03-31 $112,942 1,221
2025-12-31 $101,856 799
2025-06-30 $106,290 799
2025-03-31 $184,513 1,596
2024-12-31 $2,188,920 14,799
2024-09-30 $1,945,380 14,898
2024-06-30 $1,467,466 13,944
2024-03-31 $1,604,452 15,952
2023-12-31 $1,112,344 13,426
2023-09-30 $107,800 1,750
2023-06-30 $98,000 1,750
2023-03-31 $91,910 1,750
2022-12-31 $81,235 1,750
2022-09-30 $75,250 1,750
2022-06-30 $81,007 1,750