Position in KKR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,032,759
-$3,125,510 QoQ
Shares Held
142,000
-18.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#225
of 1,265 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Derivatives in KKR
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$188,820
PutShares
59,300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Asset Management
Financial Services · as of Jun 30, 2026IEQ CAPITAL, LLC holds $201,200,979 across 49 Asset Management names. KKR ranks #7 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
28,097 | $27,016,951 | |
| 2 | BX |
Blackstone Inc.
|
213,871 | $25,166,200 | |
| 3 | IVZ |
Invesco Ltd.
|
847,307 | $22,360,431 | |
| 4 | NTRS |
Northern Trust Corp
|
125,067 | $21,741,647 | |
| 5 | 323,925 | $16,827,903 | |||
| 6 | AMP |
Ameriprise Financial Inc
|
29,551 | $13,556,816 | |
| 7 | KKR |
KKR & Co. Inc.
This page
|
142,000 | $13,032,759 | |
| 8 | OWL |
Blue Owl Capital Inc.
|
946,815 | $8,284,630 |
All Filings in KKR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,032,759 | 142,000 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $16,158,269 | 174,684 | Shares | Other | 2026-05-15 | |
| 2026-03-31 | $188,820 | 59,300 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $792,543 | 6,217 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,159,543 | 8,923 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,286,532 | 9,671 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $7,125,506 | 61,634 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $720,173 | 4,869 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $2,104,949 | 16,120 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $819,714 | 7,789 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $528,246 | 5,252 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $389,477 | 4,701 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $326,603 | 5,302 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $254,408 | 4,543 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $325,150 | 6,191 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $222,723 | 4,798 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $262,257 | 6,099 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $300,375 | 6,489 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $351,813 | 6,017 | Shares | Other | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||