Position in KKR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$19,539,686
-$13,678,359 QoQ
Shares Held
212,897
-40.7% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#174
of 1,265 holders
Holding Since
Sep 2023
10 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, 2026OFI INVEST ASSET MANAGEMENT holds $111,908,247 across 7 Asset Management names. KKR ranks #3 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
51,000 | $49,039,560 | |
| 2 | BX |
Blackstone Inc.
|
341,000 | $40,125,470 | |
| 3 | KKR |
KKR & Co. Inc.
This page
|
212,897 | $19,539,686 | |
| 4 | APO |
Apollo Global Management, Inc.
|
11,163 | $1,320,694 | |
| 5 | EQH |
Equitable Holdings, Inc.
|
24,248 | $1,064,002 | |
| 6 | STT |
State Street Corp
|
2,729 | $462,838 | |
| 7 | AMP |
Ameriprise Financial Inc
|
776 | $355,997 |
All Filings in KKR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,539,686 | 212,897 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $33,218,045 | 359,114 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $54,796,385 | 429,843 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $55,854,979 | 429,819 | Shares | Sole | 2025-10-14 | |
| 2025-03-31 | $55,724 | 482 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $48,218 | 326 | Shares | Sole | 2025-02-07 | |
| 2024-06-30 | $35,676 | 339 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $37,214 | 370 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $35,128 | 424 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $26,241 | 426 | Shares | Sole | 2023-11-02 | |
| No filing history on record for this holder in this stock. | ||||||