NorthCrest Asset Manangement, LLC

Position in KKR — KKR & Co. Inc.

CIK 1893159 PLYMOUTH, MN

Position in KKR

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$588,493

-$5,357 QoQ

Shares Held

6,412

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#716

of 1,265 holders

Holding Since

Mar 2022

11 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Financial Services · as of Jun 30, 2026

NorthCrest Asset Manangement, LLC holds $31,434,748 across 15 Asset Management names. KKR ranks #8 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	20,863	$20,061,026
2	AMP	Ameriprise Financial Inc	5,611	$2,574,102
3	BX	Blackstone Inc.	21,748	$2,559,087
4	NTRS	Northern Trust Corp	5,916	$1,028,437
5	IVZ	Invesco Ltd.	37,710	$995,166
6	STT	State Street Corp	4,900	$831,040
7	RJF	Raymond James Financial Inc	4,787	$727,767
8	KKR	KKR & Co. Inc. This page	6,412	$588,493

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$588,493	6,412	-0.1%	Shares	Sole	2026-07-15
2026-03-31	$593,850	6,420	+193.6%	Shares	Sole	2026-04-08
2025-12-31	$278,798	2,187	+2.3%	Shares	Sole	2026-01-08
2025-09-30	$277,703	2,137	+13.1%	Shares	Sole	2025-10-29
2025-06-30	$251,426	1,890	-4.2%	Shares	Sole	2025-07-10
2024-12-31	$291,678	1,972	+12.8%	Shares	Sole	2025-03-17
2024-09-30	$228,253	1,748	-98.9%	Shares	Sole	2024-10-24
2022-12-31	$7,128,765	153,571	+0.1%	Shares	Sole	2023-02-01
2022-09-30	$6,599,554	153,478	-46.4%	Shares	Sole	2022-10-19
2022-06-30	$13,244,726	286,125	+2.4%	Shares	Sole	2022-07-18
2022-03-31	$16,338,739	279,438	—	Shares	Sole	2022-04-18
No filing history on record for this holder in this stock.