Position in KKR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,272,415
+$108,453 QoQ
Shares Held
35,655
+4.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#409
of 1,265 holders
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026EDMOND DE ROTHSCHILD HOLDING S.A. holds $32,895,716 across 10 Asset Management names. KKR ranks #2 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
26,240 | $25,231,333 | |
| 2 | KKR |
KKR & Co. Inc.
This page
|
35,655 | $3,272,415 | |
| 3 | APO |
Apollo Global Management, Inc.
|
11,260 | $1,332,170 | |
| 4 | BX |
Blackstone Inc.
|
7,070 | $831,925 | |
| 5 | TROW |
Price T Rowe Group Inc
|
6,477 | $736,370 | |
| 6 | STT |
State Street Corp
|
4,000 | $678,400 | |
| 7 | IVZ |
Invesco Ltd.
|
17,500 | $461,825 | |
| 8 | NTRS |
Northern Trust Corp
|
1,146 | $199,220 |
All Filings in KKR
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,272,415 | 35,655 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,163,962 | 34,205 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,685,399 | 36,754 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,239,679 | 48,016 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,058,731 | 38,027 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,335,579 | 28,852 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,554,425 | 24,031 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,119,406 | 31,547 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,151,306 | 29,944 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,949,441 | 19,382 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,729,244 | 20,872 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,231,137 | 19,986 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,119,216 | 19,986 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,049,664 | 19,986 | Shares | Sole | 2023-05-11 | |
| 2022-06-30 | $157,386 | 3,400 | Shares | Sole | 2022-08-12 | |
| 2021-06-30 | $260,004 | 4,389 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $214,402 | 4,389 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||