Chicago Partners Investment Group LLC

Position in KKR — KKR & Co. Inc.

CIK 1563525 CHICAGO, IL

Position in KKR

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$7,981,177

-$1,614,242 QoQ

Shares Held

86,283

+14.6% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0.8402582200433457.ToString("F0")% Shared 0.ToString("F0")% None 99.15974177995666.ToString("F0")%

Financial Services · as of Mar 31, 2026

Chicago Partners Investment Group LLC holds $141,688,330 across 65 Asset Management names. KKR ranks #6 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	224,085	$25,767,534
2	BN	BROOKFIELD Corp /ON/	408,338	$16,525,438
3	ARCC	Ares Capital Corp	575,626	$10,372,780
4	EVV	Eaton Vance Ltd Duration Income Fund	1,064,177	$10,056,472
5	LDP	Cohen & Steers Ltd Duration Preferred & Income Fund, Inc.	438,083	$8,748,517
6	KKR	KKR & Co. Inc. This page	86,283	$7,981,177
7	NUV	Nuveen Municipal Value Fund Inc	683,151	$6,141,527
8	OBDC	Blue Owl Capital Corp	538,745	$5,958,519

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,981,177	86,283	+14.6%	Shares	Sole	2026-05-04
2025-12-31	$9,595,419	75,270	+6.3%	Shares	Sole	2026-01-28
2025-09-30	$9,201,239	70,806	+3.9%	Shares	Sole	2025-10-30
2025-06-30	$9,062,535	68,124	-4.4%	Shares	Sole	2025-07-29
2025-03-31	$8,241,836	71,290	+12.2%	Shares	Sole	2025-05-09
2024-12-31	$9,398,201	63,540	+156.7%	Shares	Sole	2025-01-24
2024-09-30	$3,232,116	24,752	-16.0%	Shares	Sole	2024-10-29
2024-06-30	$3,100,580	29,462	-3.9%	Shares	Sole	2024-07-31
2024-03-31	$3,081,972	30,642	-0.7%	Shares	Sole	2024-04-25
2023-12-31	$2,556,751	30,860	+12.5%	Shares	Sole	2024-02-23
2023-09-30	$1,690,488	27,443	-12.7%	Shares	Sole	2023-10-26
2023-06-30	$1,760,808	31,443	+19.5%	Shares	Sole	2023-08-08
2023-03-31	$1,381,696	26,308	+8.8%	Shares	Sole	2023-04-26
2022-12-31	$1,122,528	24,182	+3.3%	Shares	Sole	2023-02-09
2022-09-30	$1,006,759	23,413	-0.4%	Shares	Sole	2022-11-09
2022-06-30	$1,088,185	23,508	+1.0%	Shares	Sole	2022-08-04
2022-03-31	$1,361,473	23,285	+6.5%	Shares	Sole	2022-05-20
2021-12-31	$1,628,868	21,864	+8.2%	Shares	Sole	2022-02-15
2021-09-30	$1,230,019	20,204	-11.4%	Shares	Sole	2021-11-12
2021-06-30	$1,351,619	22,816	+36.5%	Shares	Sole	2021-08-02
2021-03-31	$816,772	16,720	+3.5%	Shares	Sole	2021-04-28
2020-12-31	$654,277	16,159	+51.0%	Shares	Sole	2021-01-27
2020-09-30	$367,472	10,701	—	Shares	Sole	2020-11-06
No filing history on record for this holder in this stock.