Position in KKR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$40,593,347
+$14,606,422 QoQ
Shares Held
438,847
+115.3% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 40.525513447739186.ToString("F0")%
Shared 8.512989720791072.ToString("F0")%
None 50.96149683146973.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Cerity Partners LLC holds $777,004,677 across 117 Asset Management names. KKR ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
166,688 | $160,305,515 | |
| 2 | NTRS |
Northern Trust Corp
|
508,340 | $70,949,012 | |
| 3 | BX |
Blackstone Inc.
|
603,398 | $69,384,734 | |
| 4 | APO |
Apollo Global Management, Inc.
|
417,968 | $46,569,992 | |
| 5 | AMP |
Ameriprise Financial Inc
|
96,099 | $42,706,394 | |
| 6 | KKR |
KKR & Co. Inc.
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|
438,847 | $40,593,347 | |
| 7 | PDO |
PIMCO Dynamic Income Opportunities Fund
|
1,745,837 | $22,573,672 | |
| 8 | PAXS |
PIMCO Access Income Fund
|
1,532,951 | $22,089,823 |
All Filings in KKR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||