Position in KKR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$298,468
+$13,291 QoQ
Shares Held
3,252
+5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
5 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, 2026Klingman & Associates, LLC holds $55,439,335 across 10 Asset Management names. KKR ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
411,356 | $49,147,828 | |
| 2 | RJF |
Raymond James Financial Inc
|
11,468 | $1,743,480 | |
| 3 | BX |
Blackstone Inc.
|
13,588 | $1,598,899 | |
| 4 | BLK |
BlackRock, Inc.
|
871 | $837,518 | |
| 5 | FRA |
Blackrock Floating Rate Income Strategies Fund, Inc.
|
49,642 | $545,565 | |
| 6 | ARES |
Ares Management Corp
|
3,588 | $399,380 | |
| 7 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
27,788 | $357,909 | |
| 8 | KKR |
KKR & Co. Inc.
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|
3,252 | $298,468 |
All Filings in KKR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,468 | 3,252 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $285,177 | 3,083 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $381,675 | 2,994 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $380,623 | 2,929 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $346,144 | 2,602 | Shares | Sole | 2025-07-30 | |
| No filing history on record for this holder in this stock. | ||||||