Position in KKR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$931,934
+$27,377 QoQ
Shares Held
10,154
+3.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#621
of 1,265 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $17,964,075 across 133 Asset Management names. KKR ranks #3 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXSL |
Blackstone Secured Lending Fund
|
115,773 | $2,744,977 | |
| 2 | BX |
Blackstone Inc.
|
17,555 | $2,065,696 | |
| 3 | KKR |
KKR & Co. Inc.
This page
|
10,154 | $931,934 | |
| 4 | CET |
Central Securities Corp
|
16,394 | $859,865 | |
| 5 | ECF |
Ellsworth Growth & Income Fund Ltd
|
52,289 | $690,737 | |
| 6 | GDV |
Gabelli Dividend & Income Trust
|
18,050 | $530,670 | |
| 7 | APO |
Apollo Global Management, Inc.
|
4,340 | $513,465 | |
| 8 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
25,742 | $479,830 |
All Filings in KKR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $931,934 | 10,154 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $904,557 | 9,779 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,307,944 | 10,260 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,395,143 | 10,736 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,450,426 | 10,903 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,385,007 | 11,980 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,118,791 | 7,564 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $987,707 | 7,564 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $805,506 | 7,654 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $780,802 | 7,763 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $421,209 | 5,084 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $341,079 | 5,537 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $334,320 | 5,970 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $313,544 | 5,970 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $283,904 | 6,116 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $426,904 | 9,928 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $459,567 | 9,928 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $569,146 | 9,734 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $699,704 | 9,392 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $546,580 | 8,978 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $472,024 | 7,968 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $367,987 | 7,533 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $208,766 | 5,156 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||