Position in KKR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$595,145
+$14,984 QoQ
Shares Held
6,434
+41.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Family Manage LLC holds $13,400,176 across 12 Asset Management names. KKR ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
188,441 | $3,395,706 | |
| 2 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
228,526 | $2,893,139 | |
| 3 | AMP |
Ameriprise Financial Inc
|
6,502 | $2,889,488 | |
| 4 | OBDC |
Blue Owl Capital Corp
|
93,148 | $1,030,216 | |
| 5 | PDX |
PIMCO Dynamic Income Strategy Fund
|
34,252 | $755,599 | |
| 6 | KKR |
KKR & Co. Inc.
This page
|
6,434 | $595,145 | |
| 7 | BX |
Blackstone Inc.
|
4,144 | $476,518 | |
| 8 | CRBG |
Corebridge Financial, Inc.
|
16,009 | $381,974 |
All Filings in KKR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $595,145 | 6,434 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $580,161 | 4,551 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $589,713 | 4,538 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $603,690 | 4,538 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $524,638 | 4,538 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $671,215 | 4,538 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $592,572 | 4,538 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $477,579 | 4,538 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $456,432 | 4,538 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $375,973 | 4,538 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $369,784 | 6,003 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $336,392 | 6,007 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $321,317 | 6,118 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $278,659 | 6,003 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $258,129 | 6,003 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $277,878 | 6,003 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $350,995 | 6,003 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $447,223 | 6,003 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $365,462 | 6,003 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $355,617 | 6,003 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $293,246 | 6,003 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $243,061 | 6,003 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $206,143 | 6,003 | Shares | Sole | 2020-11-13 | |
| 2020-03-31 | $246,505 | 10,503 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||