Position in KKR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$603,453
-$18,609 QoQ
Shares Held
6,575
-2.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#707
of 1,265 holders
Holding Since
Sep 2021
8 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, 2026Investors Research Corp holds $4,779,866 across 26 Asset Management names. KKR ranks #4 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,307 | $1,256,758 | |
| 2 | BX |
Blackstone Inc.
|
9,638 | $1,134,103 | |
| 3 | TROW |
Price T Rowe Group Inc
|
6,028 | $685,323 | |
| 4 | KKR |
KKR & Co. Inc.
This page
|
6,575 | $603,453 | |
| 5 | UTG |
Reaves Utility Income Fund
|
7,077 | $288,175 | |
| 6 | RQI |
Cohen & Steers Quality Income Realty Fund Inc
|
11,615 | $142,980 | |
| 7 | STT |
State Street Corp
|
700 | $118,720 | |
| 8 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
3,145 | $87,053 |
All Filings in KKR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $603,453 | 6,575 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $622,062 | 6,725 | Shares | Sole | 2026-04-03 | |
| 2022-12-31 | $557 | 12 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $516 | 12 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $185 | 4 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $233 | 4 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $298 | 4 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $243 | 4 | Shares | Sole | 2021-10-27 | |
| No filing history on record for this holder in this stock. | ||||||