CWM, LLC

Position in KKR — KKR & Co. Inc.

CIK 1535847 OMAHA, NE

Position in KKR

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$11,214,977

+$9,396,985 QoQ

Shares Held

121,243

+750.2% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0.7480844254926057.ToString("F0")% Shared 0.ToString("F0")% None 99.2519155745074.ToString("F0")%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $156,736,270 across 274 Asset Management names. KKR ranks #4 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TROW	Price T Rowe Group Inc	161,324	$14,541,745
2	AMP	Ameriprise Financial Inc	31,625	$14,054,150
3	BLK	BlackRock, Inc.	13,303	$12,793,628
4	KKR	KKR & Co. Inc. This page	121,243	$11,214,977
5	BX	Blackstone Inc.	89,727	$10,317,707
6	NTRS	Northern Trust Corp	66,054	$9,219,156
7	JHG	Janus Henderson Group Ltc.	160,591	$8,249,559
8	IVZ	Invesco Ltd.	296,702	$7,206,891

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,214,977	121,243	+750.2%	Shares	Sole	2026-05-14
2025-12-31	$1,817,992	14,261	+40.8%	Shares	Sole	2026-01-26
2025-09-30	$1,316,263	10,129	+4.4%	Shares	Sole	2025-10-15
2025-06-30	$1,290,124	9,698	+7.9%	Shares	Sole	2025-07-25
2025-03-31	$1,038,987	8,987	+4.6%	Shares	Sole	2025-05-01
2024-12-31	$1,270,398	8,589	+9.5%	Shares	Sole	2025-02-04
2024-09-30	$1,024,400	7,845	-6.8%	Shares	Sole	2024-10-08
2024-06-30	$885,594	8,415	+8.1%	Shares	Sole	2024-07-10
2024-03-31	$782,914	7,784	+7.9%	Shares	Sole	2024-04-05
2023-12-31	$597,679	7,214	-4.8%	Shares	Sole	2024-02-01
2023-09-30	$466,866	7,579	+0.8%	Shares	Sole	2023-10-11
2023-06-30	$420,952	7,517	+7.8%	Shares	Sole	2023-08-03
2023-03-31	$366,116	6,971	+2.9%	Shares	Sole	2023-05-01
2022-12-31	$314,588	6,777	-12.4%	Shares	Sole	2023-02-01
2022-09-30	$332,734	7,738	+21.2%	Shares	Sole	2022-10-27
2022-06-30	$295,469	6,383	+100.8%	Shares	Sole	2022-07-28
2022-03-31	$185,876	3,179	+13.8%	Shares	Sole	2022-04-21
2021-12-31	$208,153	2,794	+5.4%	Shares	Sole	2022-01-31
2021-06-30	$157,104	2,652	0.0%	Shares	Sole	2021-09-15
2021-03-31	$129,550	2,652	0.0%	Shares	Sole	2021-09-15
2020-12-31	$107,379	2,652	0.0%	Shares	Sole	2021-09-15
2020-09-30	$91,069	2,652	0.0%	Shares	Sole	2021-09-15
2020-06-30	$81,893	2,652	0.0%	Shares	Sole	2021-09-15
2020-03-31	$62,242	2,652	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.