DIMENSIONAL FUND ADVISORS LP

Position in KKR — KKR & Co. Inc.

CIK 354204 AUSTIN, TX

Back to KKR Full portfolio

Position in KKR

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$166,922,538

-$53,179,583 QoQ

Shares Held

1,804,568

+4.5% QoQ

Ownership

0.201%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 70.5411489065527.ToString("F0")% Shared 13.597658830257437.ToString("F0")% None 15.86119226318986.ToString("F0")%

Common Shares in KKR Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Mar 31, 2026

DIMENSIONAL FUND ADVISORS LP holds $5,759,240,503 across 42 Asset Management names. KKR ranks #15 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd.	21,361,119	$518,861,577
2	AMP	Ameriprise Financial Inc	1,024,758	$455,402,454
3	BLK	BlackRock, Inc.	451,432	$434,146,666
4	STT	State Street Corp	3,101,952	$392,583,043
5	PFG	Principal Financial Group Inc	3,886,509	$350,213,324
6	RJF	Raymond James Financial Inc	2,399,638	$347,443,583
7	NTRS	Northern Trust Corp	2,455,996	$342,783,359
8	BEN	Franklin Resources Inc	10,860,325	$256,520,874

All Filings in KKR

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$166,922,538	1,804,568	+4.5%	Shares	Sole	2026-05-07
2025-12-31	$220,102,121	1,726,562	+4.9%	Shares	Sole	2026-02-12
2025-09-30	$213,833,893	1,645,509	+3.2%	Shares	Sole	2025-11-12
2025-06-30	$212,085,735	1,594,270	+1.8%	Shares	Sole	2025-08-12
2025-03-31	$181,108,381	1,566,546	+1.1%	Shares	Sole	2025-05-13
2024-12-31	$229,217,899	1,549,712	+0.1%	Shares	Sole	2025-02-13
2024-09-30	$202,243,869	1,548,812	-0.3%	Shares	Sole	2024-11-07
2024-06-30	$163,471,079	1,553,317	+30.6%	Shares	Sole	2024-08-09
2024-03-31	$119,607,320	1,189,176	-4.1%	Shares	Sole	2024-05-10
2023-12-31	$102,726,623	1,239,911	+4.9%	Shares	Sole	2024-02-07
2023-09-30	$72,804,052	1,181,884	+0.2%	Shares	Sole	2023-11-09
2023-06-30	$66,042,592	1,179,332	+1.0%	Shares	Sole	2023-08-09
2023-03-31	$61,317,779	1,167,513	-3.4%	Shares	Sole	2023-05-12
2022-12-31	$56,127,115	1,209,115	-10.7%	Shares	Sole	2023-02-09
2022-09-30	$58,189,707	1,353,249	+0.9%	Shares	Sole	2022-11-10
2022-06-30	$62,080,487	1,341,121	-1.2%	Shares	Sole	2022-08-12
2022-03-31	$79,361,506	1,357,303	+0.5%	Shares	Defined	2022-05-13
2021-12-31	$100,572,839	1,349,971	+0.7%	Shares	Defined	2022-02-09
2021-09-30	$81,617,737	1,340,633	+2.6%	Shares	Defined	2021-11-12
2021-06-30	$77,412,936	1,306,768	+8.2%	Shares	Defined	2021-08-12
2021-03-31	$58,970,596	1,207,177	-2.0%	Shares	Defined	2021-05-14
2020-12-31	$49,874,205	1,231,766	+3.0%	Shares	Defined	2021-03-08
2020-09-30	$41,082,315	1,196,340	+0.5%	Shares	Defined	2020-11-12
2020-06-30	$36,763,473	1,190,527	+69.5%	Shares	Defined	2020-08-13
2020-03-31	$16,483,051	702,303	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.