Position in KKR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$277,110,060
-$3,870,065 QoQ
Shares Held
3,019,286
-0.6% QoQ
Ownership
0.336%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#35
of 1,265 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 47%
Shared 1%
None 53%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $8,132,261,554 across 207 Asset Management names. KKR ranks #9 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
19,156,246 | $2,254,115,458 | |
| 2 | STT |
State Street Corp
|
4,428,797 | $751,123,966 | |
| 3 | BLK |
BlackRock, Inc.
|
650,612 | $625,602,468 | |
| 4 | ARES |
Ares Management Corp
|
5,392,155 | $600,200,763 | |
| 5 | APO |
Apollo Global Management, Inc.
|
4,502,365 | $532,674,795 | |
| 6 | AMP |
Ameriprise Financial Inc
|
1,101,289 | $505,227,334 | |
| 7 | RJF |
Raymond James Financial Inc
|
2,711,675 | $412,255,943 | |
| 8 | BN |
BROOKFIELD Corp /ON/
|
9,100,060 | $387,571,549 |
All Filings in KKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,110,060 | 3,019,286 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $280,980,125 | 3,037,623 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $288,577,490 | 2,263,708 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $549,078,637 | 4,225,307 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $860,136,853 | 6,465,736 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,905,414,183 | 16,481,396 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $3,034,755,545 | 20,517,582 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $2,755,898,466 | 21,105,058 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $1,829,679,375 | 17,385,779 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $1,296,476,193 | 12,890,000 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $406,918,929 | 4,911,514 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $261,242,640 | 4,240,952 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $102,285,904 | 1,826,534 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $81,273,486 | 1,547,477 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $77,900,787 | 1,678,173 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $80,143,185 | 1,863,795 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $81,382,446 | 1,758,100 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $72,656,103 | 1,242,622 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $88,005,656 | 1,181,284 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $74,725,755 | 1,227,427 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $91,598,781 | 1,546,232 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $87,195,734 | 1,784,969 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $55,060,729 | 1,359,860 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $61,647,474 | 1,795,209 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $53,156,768 | 1,721,398 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $47,279,608 | 2,014,470 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||