Position in KKR
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$778,202
+$142,826 QoQ
Shares Held
8,413
-25.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
13 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Krilogy Financial LLC holds $16,292,133 across 19 Asset Management names. KKR ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
5,542 | $5,329,796 | |
| 2 | BX |
Blackstone Inc.
|
31,662 | $3,640,813 | |
| 3 | PFLT |
PennantPark Floating Rate Capital Ltd.
|
123,880 | $995,995 | |
| 4 | NTRS |
Northern Trust Corp
|
6,518 | $909,717 | |
| 5 | KKR |
KKR & Co. Inc.
This page
|
8,413 | $778,202 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,674 | $743,925 | |
| 7 | IVZ |
Invesco Ltd.
|
26,977 | $655,271 | |
| 8 | JHG |
Janus Henderson Group Ltd.
|
11,978 | $615,309 |
All Filings in KKR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $778,202 | 8,413 | Shares | Sole | 2026-04-17 | |
| 2023-06-30 | $635,376 | 11,346 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $495,368 | 9,432 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $456,447 | 9,833 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $422,819 | 9,833 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $455,169 | 9,833 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $574,877 | 9,832 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $858,910 | 11,529 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $599,241 | 9,843 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $476,822 | 8,049 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $286,749 | 5,870 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $237,676 | 5,870 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $201,575 | 5,870 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||