Position in KKR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,961,706
-$11,782 QoQ
Shares Held
21,389
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#481
of 1,265 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Capital Analysts, LLC holds $11,481,598 across 35 Asset Management names. KKR ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
4,556 | $4,380,867 | |
| 2 | KKR |
KKR & Co. Inc.
This page
|
21,389 | $1,961,706 | |
| 3 | BX |
Blackstone Inc.
|
10,706 | $1,259,774 | |
| 4 | DFP |
Flaherty & Crumrine Dynamic Preferred & Income Fund Inc
|
36,343 | $751,209 | |
| 5 | MSD |
Morgan Stanley Emerging Markets Debt Fund Inc
|
66,245 | $481,327 | |
| 6 | GOF |
Guggenheim Strategic Opportunities Fund
|
37,376 | $408,145 | |
| 7 | PTY |
Pimco Corporate & Income Opportunity Fund
|
32,953 | $396,424 | |
| 8 | GAM |
General American Investors Co Inc
|
4,483 | $285,791 |
All Filings in KKR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,961,706 | 21,389 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $1,973,488 | 21,350 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,787,350 | 21,865 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $2,858,379 | 21,996 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,923,466 | 21,976 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,534,636 | 21,946 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $4,515,248 | 30,527 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,300,390 | 32,933 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,461,238 | 32,889 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,302,141 | 32,831 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,681,274 | 32,363 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $2,183,843 | 35,452 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,677,200 | 29,950 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,325,499 | 25,238 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $520,368 | 11,210 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $36,077 | 839 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $81,377 | 1,758 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $23,388 | 400 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $130,524 | 1,752 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $151,469 | 2,488 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $23,696 | 400 | Shares | Defined | 2021-11-15 | |
| 2021-03-31 | $19,540 | 400 | Shares | Defined | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||