Position in KKR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,410,418
+$440,908 QoQ
Shares Held
26,263
+23.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#79
of 396 holders
Holding Since
Sep 2020
24 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, 2026MISSION WEALTH MANAGEMENT, LP holds $28,134,153 across 26 Asset Management names. KKR ranks #2 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
14,160 | $13,615,689 | |
| 2 | KKR |
KKR & Co. Inc.
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|
26,263 | $2,410,418 | |
| 3 | BX |
Blackstone Inc.
|
18,743 | $2,205,488 | |
| 4 | NTRS |
Northern Trust Corp
|
11,078 | $1,925,799 | |
| 5 | AMG |
Affiliated Managers Group, Inc.
|
3,864 | $1,307,577 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,945 | $892,288 | |
| 7 | AB |
Alliancebernstein Holding L.P.
|
24,062 | $847,463 | |
| 8 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
35,683 | $493,495 |
All Filings in KKR
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,410,418 | 26,263 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,969,510 | 21,292 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,621,881 | 20,567 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,658,387 | 20,457 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,730,839 | 20,528 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,372,779 | 20,524 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,033,190 | 20,507 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,688,511 | 20,589 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,146,790 | 20,399 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,043,685 | 20,319 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,669,924 | 20,156 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,240,254 | 20,134 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $675,696 | 12,066 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $635,176 | 12,094 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $558,386 | 12,029 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $517,505 | 12,035 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $556,868 | 12,030 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $730,816 | 12,499 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $896,980 | 12,040 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $743,710 | 12,216 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $817,512 | 13,800 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $586,200 | 12,000 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $485,880 | 12,000 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $412,080 | 12,000 | Shares | Sole | 2020-10-16 | |
| No filing history on record for this holder in this stock. | ||||||