Position in KKR
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,086,817
-$735,160 QoQ
Shares Held
33,371
+11.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 59.07824158700669.ToString("F0")%
Shared 0.ToString("F0")%
None 40.92175841299332.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Derivatives in KKR
reported options exposure · as of Dec 31, 2025CallValue
$76,488
CallShares
600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Mar 31, 2026Vontobel Holding Ltd. holds $102,577,030 across 18 Asset Management names. KKR ranks #4 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
77,554 | $74,584,454 | |
| 2 | IVZ |
Invesco Ltd.
|
260,742 | $6,333,423 | |
| 3 | AMP |
Ameriprise Financial Inc
|
8,060 | $3,581,863 | |
| 4 | KKR |
KKR & Co. Inc.
This page
|
33,371 | $3,086,817 | |
| 5 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
70,277 | $2,582,679 | |
| 6 | BX |
Blackstone Inc.
|
21,487 | $2,470,788 | |
| 7 | APO |
Apollo Global Management, Inc.
|
20,263 | $2,257,702 | |
| 8 | STT |
State Street Corp
|
16,624 | $2,103,932 |
All Filings in KKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,086,817 | 33,371 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $3,821,977 | 29,981 | Shares | Defined | 2026-02-13 | |
| 2025-12-31 | $76,488 | 600 | Call | Defined | 2026-02-13 | |
| 2025-09-30 | $77,970 | 600 | Call | Defined | 2025-10-15 | |
| 2025-09-30 | $6,734,397 | 51,823 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $79,818 | 600 | Call | Defined | 2025-07-23 | |
| 2025-06-30 | $6,704,179 | 50,396 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $1,922,016 | 16,625 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $2,625,697 | 17,752 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $2,026,992 | 15,523 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $735,416 | 6,988 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $685,854 | 6,819 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $711,846 | 8,592 | Shares | Defined | 2024-06-04 | |
| 2023-09-30 | $686,099 | 11,138 | Shares | Defined | 2023-10-11 | |
| 2023-06-30 | $758,016 | 13,536 | Shares | Defined | 2023-07-24 | |
| 2023-03-31 | $710,909 | 13,536 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $567,809 | 12,232 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $502,068 | 11,676 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $1,291,676 | 27,904 | Shares | Defined | 2022-07-27 | |
| 2022-03-31 | $2,979,630 | 50,960 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $3,249,243 | 43,614 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,827,509 | 46,444 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $2,187,910 | 36,933 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $1,874,276 | 38,368 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $1,588,016 | 39,220 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||