Position in KKR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$904,557
-$403,387 QoQ
Shares Held
9,779
-4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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, 2026Institute for Wealth Management, LLC. holds $12,677,890 across 31 Asset Management names. KKR ranks #2 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
17,494 | $2,011,635 | |
| 2 | KKR |
KKR & Co. Inc.
This page
|
9,779 | $904,557 | |
| 3 | CET |
Central Securities Corp
|
16,394 | $814,126 | |
| 4 | BXSL |
Blackstone Secured Lending Fund
|
34,270 | $811,856 | |
| 5 | CHI |
Calamos Convertible Opportunities & Income Fund
|
59,277 | $636,634 | |
| 6 | ECF |
Ellsworth Growth & Income Fund Ltd
|
52,756 | $588,229 | |
| 7 | USA |
Liberty All Star Equity Fund
|
89,063 | $494,299 | |
| 8 | APO |
Apollo Global Management, Inc.
|
4,369 | $486,793 |
All Filings in KKR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||