Position in KKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$144,689,333
-$43,672,949 QoQ
Shares Held
1,576,480
-22.6% QoQ
Ownership
0.176%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#53
of 1,265 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Derivatives in KKR
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$100,067,734
PutShares
1,090,300
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, 2026BARCLAYS PLC holds $2,405,351,736 across 73 Asset Management names. KKR ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
3,873,975 | $455,850,636 | |
| 2 | BLK |
BlackRock, Inc.
|
297,755 | $286,309,295 | |
| 3 | APO |
Apollo Global Management, Inc.
|
2,398,001 | $283,707,498 | |
| 4 | STT |
State Street Corp
|
973,339 | $165,078,293 | |
| 5 | KKR |
KKR & Co. Inc.
This page
|
1,576,480 | $144,689,333 | |
| 6 | AMP |
Ameriprise Financial Inc
|
301,275 | $138,212,916 | |
| 7 | BEN |
Franklin Resources Inc
|
4,042,708 | $134,500,893 | |
| 8 | RJF |
Raymond James Financial Inc
|
797,506 | $121,244,835 |
All Filings in KKR
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $100,067,734 | 1,090,300 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $144,689,333 | 1,576,480 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $832,500 | 9,000 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $188,362,282 | 2,036,349 | Shares | Defined | 2026-05-15 | |
| 2026-03-31 | $194,250 | 2,100 | Call | Defined | 2026-05-15 | |
| 2025-12-31 | $254,727,728 | 1,998,178 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $350,648,110 | 2,698,331 | Shares | Defined | 2026-03-31 | |
| 2025-09-30 | $13,527,795 | 104,100 | Put | Sole | 2026-03-31 | |
| 2025-06-30 | $372,735,424 | 2,801,890 | Shares | Defined | 2026-02-27 | |
| 2025-03-31 | $8,670,750 | 75,000 | Put | Sole | 2026-03-17 | |
| 2025-03-31 | $360,392,553 | 3,117,313 | Shares | Defined | 2026-03-17 | |
| 2024-12-31 | $259,958,183 | 1,757,543 | Shares | Sole | 2026-03-19 | |
| 2024-12-31 | $14,791,000 | 100,000 | Call | Sole | 2026-03-19 | |
| 2024-09-30 | $8,357,120 | 64,000 | Put | Sole | 2026-03-31 | |
| 2024-09-30 | $3,590,950 | 27,500 | Call | Sole | 2026-03-31 | |
| 2024-09-30 | $303,755,586 | 2,326,203 | Shares | Defined | 2026-03-31 | |
| 2024-06-30 | $4,209,600 | 40,000 | Call | Sole | 2026-03-23 | |
| 2024-06-30 | $199,074,402 | 1,891,623 | Shares | Defined | 2026-03-23 | |
| 2024-03-31 | $4,023,200 | 40,000 | Call | Sole | 2026-03-24 | |
| 2024-03-31 | $79,247,081 | 787,901 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $22,642,905 | 273,300 | Put | Sole | 2026-03-24 | |
| 2023-12-31 | $14,067,930 | 169,800 | Call | Sole | 2026-03-24 | |
| 2023-12-31 | $70,295,904 | 848,472 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $58,168,324 | 944,291 | Shares | Defined | 2026-03-26 | |
| 2023-09-30 | $21,350,560 | 346,600 | Put | Sole | 2026-03-26 | |
| 2023-09-30 | $8,599,360 | 139,600 | Call | Sole | 2026-03-26 | |
| 2023-06-30 | $65,148,552 | 1,163,367 | Shares | Defined | 2026-03-27 | |
| 2023-03-31 | $41,554,821 | 791,219 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $23,210,000 | 500,000 | Put | Sole | 2026-03-30 | |
| 2022-12-31 | $42,760,384 | 921,163 | Shares | Defined | 2026-03-30 | |
| 2022-09-30 | $35,169,614 | 817,898 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $38,948,127 | 841,394 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $70,639,885 | 1,208,139 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $81,063,374 | 1,088,099 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | $8,940,000 | 120,000 | Put | Sole | 2022-02-14 | |
| 2021-09-30 | $7,305,600 | 120,000 | Put | Sole | 2021-11-09 | |
| 2021-09-30 | $86,960,442 | 1,428,391 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $7,108,800 | 120,000 | Put | Sole | 2021-08-13 | |
| 2021-06-30 | $33,879,236 | 571,898 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $5,862,000 | 120,000 | Put | Sole | 2021-05-13 | |
| 2021-03-31 | $86,899,996 | 1,778,915 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $57,911,225 | 1,430,260 | Shares | Sole | 2021-02-11 | |
| 2020-12-31 | $14,171,500 | 350,000 | Put | Sole | 2021-02-11 | |
| 2020-09-30 | $41,630,998 | 1,212,318 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $12,019,000 | 350,000 | Put | Sole | 2020-11-12 | |
| 2020-06-30 | $29,437,778 | 953,296 | Shares | Defined | 2020-08-12 | |
| 2020-06-30 | $16,984,000 | 550,000 | Put | Sole | 2020-08-12 | |
| 2020-03-31 | $14,131,287 | 602,100 | Put | Sole | 2020-05-13 | |
| 2020-03-31 | $4,238,682 | 180,600 | Call | Sole | 2020-05-13 | |
| 2020-03-31 | $19,979,586 | 851,282 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||