Position in KKR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$931,658
-$16,282 QoQ
Shares Held
10,151
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#622
of 1,268 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Meeder Advisory Services, Inc. holds $14,931,048 across 16 Asset Management names. KKR ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
4,135 | $3,976,050 | |
| 2 | BX |
Blackstone Inc.
|
19,726 | $2,321,158 | |
| 3 | AMP |
Ameriprise Financial Inc
|
3,947 | $1,810,725 | |
| 4 | STT |
State Street Corp
|
8,253 | $1,399,708 | |
| 5 | APO |
Apollo Global Management, Inc.
|
9,467 | $1,120,040 | |
| 6 | KKR |
KKR & Co. Inc.
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|
10,151 | $931,658 | |
| 7 | PFG |
Principal Financial Group Inc
|
8,466 | $912,465 | |
| 8 | NTRS |
Northern Trust Corp
|
3,149 | $547,422 |
All Filings in KKR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $931,658 | 10,151 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $947,940 | 10,248 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,332,930 | 10,456 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,317,303 | 10,137 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,302,097 | 9,788 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,056,328 | 9,137 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,203,247 | 8,135 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,025,967 | 7,857 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $782,143 | 7,432 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $433,801 | 4,313 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $318,972 | 3,850 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||