Position in KKR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$23,210,611
+$15,589 QoQ
Shares Held
252,894
+0.9% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#155
of 1,265 holders
Holding Since
Mar 2020
26 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, 2026Mitsubishi UFJ Trust & Banking Corp holds $357,217,180 across 27 Asset Management names. KKR ranks #7 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
61,780 | $59,405,176 | |
| 2 | AMP |
Ameriprise Financial Inc
|
126,831 | $58,184,988 | |
| 3 | BX |
Blackstone Inc.
|
304,237 | $35,799,567 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
686,468 | $29,236,672 | |
| 5 | TROW |
Price T Rowe Group Inc
|
230,663 | $26,224,075 | |
| 6 | NTRS |
Northern Trust Corp
|
136,654 | $23,755,931 | |
| 7 | KKR |
KKR & Co. Inc.
This page
|
252,894 | $23,210,611 | |
| 8 | APO |
Apollo Global Management, Inc.
|
183,954 | $21,763,597 |
All Filings in KKR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,210,611 | 252,894 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $23,195,022 | 250,757 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $32,588,222 | 255,634 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $33,791,288 | 260,033 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $35,878,590 | 269,703 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $31,120,940 | 269,189 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $41,011,449 | 277,273 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $36,866,390 | 282,328 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $30,629,680 | 291,046 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $29,366,744 | 291,974 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $26,197,418 | 316,203 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $21,125,226 | 342,942 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $19,839,456 | 354,276 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $17,365,369 | 330,643 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $14,684,640 | 316,343 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $13,240,087 | 307,909 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $13,777,986 | 297,645 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $15,353,812 | 262,593 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $20,326,877 | 272,844 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $17,603,817 | 289,156 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $18,003,391 | 303,906 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $16,115,174 | 329,891 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $16,187,010 | 399,778 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $13,562,375 | 394,944 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $12,634,395 | 409,145 | Shares | Sole | 2020-09-11 | |
| 2020-03-31 | $9,290,105 | 395,829 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||