Position in KKR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$10,364,623
-$373,147 QoQ
Shares Held
112,929
-2.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
2.14%
of 13F equity value
Holder Rank
#66
of 588 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Perennial Advisors, LLC holds $15,397,249 across 6 Asset Management names. KKR ranks #1 (67.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
This page
|
112,929 | $10,364,623 | |
| 2 | ARCC |
Ares Capital Corp
|
224,244 | $4,155,241 | |
| 3 | STT |
State Street Corp
|
1,873 | $317,660 | |
| 4 | BLK |
BlackRock, Inc.
|
271 | $260,582 | |
| 5 | BX |
Blackstone Inc.
|
1,917 | $225,573 | |
| 6 | BRW |
Saba Capital Income & Opportunities Fund
|
11,198 | $73,570 |
All Filings in KKR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,364,623 | 112,929 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $10,737,770 | 116,084 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $14,594,930 | 114,488 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $14,581,689 | 112,210 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $14,893,506 | 111,956 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $12,991,789 | 112,376 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $17,031,688 | 115,149 | Shares | Sole | 2025-02-21 | |
| 2024-06-30 | $12,363,384 | 117,478 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $11,990,041 | 119,209 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $10,107,948 | 122,003 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $7,591,029 | 123,231 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $6,880,832 | 122,872 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $6,438,952 | 122,600 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,775,251 | 124,413 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $5,573,961 | 129,627 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $5,980,853 | 129,204 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $7,528,012 | 128,750 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $9,347,291 | 125,467 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $7,626,620 | 125,273 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $7,364,776 | 124,321 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,193,838 | 126,793 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,214,950 | 128,796 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,424,537 | 128,845 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,978,455 | 128,836 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,992,166 | 127,489 | Shares | Sole | 2020-05-19 | |
| No filing history on record for this holder in this stock. | ||||||