Position in KKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,507,107
-$13,086,240 QoQ
Shares Held
299,707
-31.7% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#133
of 1,261 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 60%
Shared 13%
None 27%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $798,098,841 across 121 Asset Management names. KKR ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
169,709 | $163,185,384 | |
| 2 | NTRS |
Northern Trust Corp
|
497,727 | $86,524,861 | |
| 3 | BX |
Blackstone Inc.
|
606,509 | $71,367,913 | |
| 4 | APO |
Apollo Global Management, Inc.
|
388,650 | $45,981,179 | |
| 5 | AMP |
Ameriprise Financial Inc
|
81,171 | $37,238,006 | |
| 6 | KKR |
KKR & Co. Inc.
This page
|
299,707 | $27,507,107 | |
| 7 | PDO |
PIMCO Dynamic Income Opportunities Fund
|
1,734,470 | $22,929,693 | |
| 8 | PFG |
Principal Financial Group Inc
|
208,030 | $22,421,472 |
All Filings in KKR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,507,107 | 299,707 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $40,593,347 | 438,847 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $25,986,925 | 203,851 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $25,551,808 | 196,628 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $26,103,944 | 196,226 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $21,416,521 | 185,248 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $27,660,501 | 187,009 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $24,804,976 | 189,960 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $19,114,425 | 181,627 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $19,350,586 | 192,390 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $18,649,120 | 225,095 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $13,662,325 | 221,791 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $12,837,216 | 229,236 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,896,672 | 226,517 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $370,199 | 7,975 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||