Position in KKR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$8,305,760
-$4,379,009 QoQ
Shares Held
89,792
-9.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 99.99109052031362.ToString("F0")%
Shared 0.ToString("F0")%
None 0.008909479686386316.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026EP Wealth Advisors, LLC holds $132,262,674 across 45 Asset Management names. KKR ranks #3 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
64,906 | $62,420,749 | |
| 2 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
303,753 | $16,044,233 | |
| 3 | KKR |
KKR & Co. Inc.
This page
|
89,792 | $8,305,760 | |
| 4 | FAX |
Abrdn Asia-Pacific Income Fund, Inc.
|
544,068 | $7,845,460 | |
| 5 | VVR |
Invesco Senior Income Trust
|
1,912,308 | $6,157,631 | |
| 6 | APO |
Apollo Global Management, Inc.
|
28,513 | $3,176,918 | |
| 7 | BX |
Blackstone Inc.
|
27,456 | $3,157,165 | |
| 8 | OBDC |
Blue Owl Capital Corp
|
281,070 | $3,108,634 |
All Filings in KKR
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,305,760 | 89,792 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $12,684,769 | 99,504 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $13,831,528 | 103,973 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $739,094 | 6,393 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $947,955 | 6,409 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $626,131 | 4,795 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $451,584 | 4,291 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $418,613 | 4,162 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $465,782 | 5,622 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $253,176 | 4,110 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $1,425,480 | 25,455 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,984,415 | 37,784 | Shares | Sole | 2023-06-05 | |
| 2022-03-31 | $217,683 | 3,723 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $263,730 | 3,540 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $216,915 | 3,563 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $341,400 | 5,763 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $259,979 | 5,322 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $215,487 | 5,322 | Shares | Sole | 2021-02-18 | |
| No filing history on record for this holder in this stock. | ||||||