UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in KKR — KKR & Co. Inc.

CIK 1463217 IRVING, TX

Back to KKR Full portfolio

Position in KKR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$22,336,715

-$9,199,797 QoQ

Shares Held

241,478

-2.4% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in KKR Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Mar 31, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $85,514,978 across 36 Asset Management names. KKR ranks #1 (26.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KKR	KKR & Co. Inc. This page	241,478	$22,336,715
2	ARES	Ares Management Corp	131,949	$14,395,635
3	BX	Blackstone Inc.	87,690	$10,083,473
4	BLK	BlackRock, Inc.	8,457	$8,133,181
5	NTRS	Northern Trust Corp	41,704	$5,820,627
6	OBDC	Blue Owl Capital Corp	265,309	$2,934,317
7	AMP	Ameriprise Financial Inc	6,423	$2,854,381
8	RJF	Raymond James Financial Inc	11,965	$1,732,412

All Filings in KKR

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$22,336,715	241,478	-2.4%	Shares	Defined	2026-05-15
2025-12-31	$31,536,512	247,384	-0.4%	Shares	Defined	2026-02-17
2025-09-30	$32,288,806	248,471	-3.7%	Shares	Defined	2025-11-14
2025-06-30	$34,335,309	258,102	+0.0%	Shares	Defined	2025-08-11
2025-03-31	$29,826,917	257,996	+0.8%	Shares	Defined	2025-05-13
2024-12-31	$37,858,304	255,955	-3.3%	Shares	Defined	2025-02-13
2024-09-30	$34,573,927	264,772	-2.9%	Shares	Defined	2024-11-12
2024-06-30	$28,705,999	272,767	-20.0%	Shares	Defined	2024-08-14
2024-03-31	$34,290,437	340,927	-6.6%	Shares	Defined	2024-05-15
2023-12-31	$30,241,327	365,013	-2.2%	Shares	Defined	2024-02-14
2023-09-30	$22,991,830	373,244	-11.5%	Shares	Defined	2023-11-14
2023-06-30	$23,617,720	421,745	-6.0%	Shares	Defined	2023-08-14
2023-03-31	$23,563,255	448,653	-3.6%	Shares	Defined	2023-08-15
2022-12-31	$21,610,320	465,539	+1.0%	Shares	Defined	2023-02-15
2022-09-30	$19,826,096	461,072	+3.7%	Shares	Defined	2022-11-14
2022-06-30	$20,585,209	444,701	+10.3%	Shares	Defined	2022-08-11
2022-03-31	$23,566,041	403,045	+1.8%	Shares	Defined	2022-05-16
2021-12-31	$29,494,252	395,896	-1.3%	Shares	Defined	2022-02-14
2021-09-30	$24,417,872	401,082	-0.1%	Shares	Defined	2021-11-15
2021-06-30	$23,789,066	401,571	-1.0%	Shares	Defined	2021-08-13
2021-03-31	$19,821,082	405,754	+2.3%	Shares	Defined	2021-05-14
2020-12-31	$16,052,220	396,449	+41.5%	Shares	Defined	2021-02-17
2020-09-30	$9,619,664	280,130	+0.9%	Shares	Defined	2020-11-13
2020-06-30	$8,575,036	277,689	+1384.3%	Shares	Defined	2020-08-13
2020-03-31	$439,100	18,709	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.