Position in KKR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,726,429
-$253,603 QoQ
Shares Held
62,393
-3.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#335
of 1,265 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $346,664,669 across 298 Asset Management names. KKR ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
73,695 | $70,862,164 | |
| 2 | BX |
Blackstone Inc.
|
93,282 | $10,976,492 | |
| 3 | PSUS |
Pershing Square USA, Ltd.
|
254,260 | $9,504,238 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
431,148 | $7,200,171 | |
| 5 | UTG |
Reaves Utility Income Fund
|
172,636 | $7,029,737 | |
| 6 | NAD |
Nuveen Quality Municipal Income Fund
|
486,357 | $5,894,646 | |
| 7 | IVZ |
Invesco Ltd.
|
222,541 | $5,872,856 | |
| 8 | KKR |
KKR & Co. Inc.
This page
|
62,393 | $5,726,429 |
All Filings in KKR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,726,429 | 62,393 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,980,032 | 64,649 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $13,229,237 | 103,775 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $12,742,897 | 98,060 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $14,217,182 | 106,872 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,551,466 | 82,618 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,257,667 | 55,829 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $6,271,365 | 48,027 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $770,462 | 7,321 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $638,180 | 6,345 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $361,805 | 4,367 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $244,120 | 3,963 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $233,408 | 4,168 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $229,144 | 4,363 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $356,644 | 7,683 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $809,518 | 18,826 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,192,708 | 25,766 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,326,275 | 22,683 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $742,690 | 9,969 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $385,066 | 6,325 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $708,214 | 11,955 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $210,494 | 4,309 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||