Atria Investments, Inc

Position in KKR — KKR & Co. Inc.

CIK 1535865 Charlotte, NC

Position in KKR

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$2,419,800

-$1,501,102 QoQ

Shares Held

26,160

-14.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

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

Financial Services · as of Mar 31, 2026

Atria Investments, Inc holds $57,245,901 across 36 Asset Management names. KKR ranks #7 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	14,459	$13,905,364
2	CEF	Sprott Physical Gold & Silver Trust	119,227	$5,689,512
3	AMP	Ameriprise Financial Inc	8,329	$3,701,407
4	SEIC	Sei Investments Co	39,457	$3,096,190
5	RJF	Raymond James Financial Inc	19,096	$2,764,909
6	APO	Apollo Global Management, Inc.	23,746	$2,645,779
7	KKR	KKR & Co. Inc. This page	26,160	$2,419,800
8	BX	Blackstone Inc.	20,909	$2,404,325

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,419,800	26,160	-14.9%	Shares	Sole	2026-05-05
2025-12-31	$3,920,902	30,757	+15.5%	Shares	Sole	2026-02-05
2025-09-30	$3,461,088	26,634	-7.5%	Shares	Sole	2025-11-06
2025-06-30	$3,831,530	28,802	-44.9%	Shares	Sole	2025-08-04
2025-03-31	$6,047,559	52,310	+3.7%	Shares	Sole	2025-05-06
2024-12-31	$7,462,503	50,453	+11.3%	Shares	Sole	2025-02-06
2024-09-30	$5,919,060	45,329	+10.3%	Shares	Sole	2024-11-01
2024-06-30	$4,324,732	41,094	+12.0%	Shares	Sole	2024-08-13
2024-03-31	$3,691,487	36,702	+23.8%	Shares	Sole	2024-05-21
2023-12-31	$2,456,668	29,652	+9.2%	Shares	Sole	2024-02-14
2023-09-30	$1,671,947	27,142	+5.1%	Shares	Sole	2023-11-07
2023-06-30	$1,445,976	25,821	—	Shares	Sole	2023-08-04
No filing history on record for this holder in this stock.