Position in KKR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$550,680
-$4,320 QoQ
Shares Held
6,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#739
of 1,265 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Axiom Investment Management LLC holds $4,182,706 across 64 Asset Management names. KKR ranks #2 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
7,804 | $918,284 | |
| 2 | KKR |
KKR & Co. Inc.
This page
|
6,000 | $550,680 | |
| 3 | BXSL |
Blackstone Secured Lending Fund
|
18,500 | $438,628 | |
| 4 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
9,960 | $275,683 | |
| 5 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
11,306 | $210,733 | |
| 6 | EOS |
Eaton Vance Enhanced Equity Income Fund II
|
7,160 | $157,801 | |
| 7 | FFA |
First Trust Enhanced Equity Income Fund
|
6,438 | $143,942 | |
| 8 | EOI |
Eaton Vance Enhanced Equity Income Fund
|
7,144 | $140,442 |
All Filings in KKR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $550,680 | 6,000 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $555,000 | 6,000 | Shares | Sole | 2026-05-26 | |
| 2022-12-31 | $977,280 | 21,053 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $967,113 | 22,491 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,038,238 | 22,429 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,307,915 | 22,369 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,702,176 | 22,848 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,388,489 | 22,807 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,348,302 | 22,760 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,109,187 | 22,706 | Shares | Sole | 2021-05-20 | |
| 2020-12-31 | $4,857 | 120 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $722,685 | 21,045 | Shares | Sole | 2021-03-16 | |
| 2020-06-30 | $647,430 | 20,966 | Shares | Sole | 2021-03-16 | |
| 2020-03-31 | $489,771 | 20,868 | Shares | Sole | 2021-03-16 | |
| No filing history on record for this holder in this stock. | ||||||