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Equibles

BANK OF AMERICA CORP /DE/

Bank

Position in KKR — KKR & Co. Inc.

CIK 70858 CHARLOTTE, NC
Back to KKR Full portfolio

Position in KKR

as of Mar 31, 2026 · filed May 18, 2026
Position Value
$980,654,936
-$299,818,303 QoQ
Shares Held
10,601,675
+5.5% QoQ
Ownership
1.18%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 32.60614949996109.ToString("F0")% Shared 0.ToString("F0")% None 67.39385050003891.ToString("F0")%

Common Shares in KKR Over Time

Shares Held

Position Value (USD)

Derivatives in KKR

reported options exposure · as of Sep 30, 2025
CallValue
$19,947,325
CallShares
153,500
PutValue
$17,140,405
PutShares
131,900

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 Mar 31, 2026

BANK OF AMERICA CORP /DE/ holds $14,633,868,169 across 366 Asset Management names. KKR ranks #3 (6.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 5,232,973 $5,032,602,459
2 BX
Blackstone Inc.
 11,538,067 $1,326,762,320
3 KKR
KKR & Co. Inc.
This page 		10,601,675 $980,654,936
4 PFG
Principal Financial Group Inc
 8,819,452 $794,720,816
5 ARES
Ares Management Corp
 4,196,847 $457,876,004
6 BN
BROOKFIELD Corp /ON/
 11,115,001 $449,824,086
7 APO
Apollo Global Management, Inc.
 3,957,303 $440,922,696
8 RJF
Raymond James Financial Inc
 2,449,760 $354,700,748

All Filings in KKR

Export CSV
43 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $980,654,936 10,601,675
2025-12-31 $1,280,473,239 10,044,503
2025-09-30 $17,140,405 131,900
2025-09-30 $1,379,926,961 10,618,907
2025-09-30 $19,947,325 153,500
2025-06-30 $11,507,095 86,500
2025-06-30 $36,037,827 270,900
2025-06-30 $1,355,163,170 10,186,899
2025-03-31 $1,227,154,019 10,614,601
2025-03-31 $6,948,161 60,100
2025-03-31 $13,006,125 112,500
2024-12-31 $27,437,305 185,500
2024-12-31 $66,086,188 446,800
2024-12-31 $1,429,384,931 9,663,883
2024-09-30 $1,300,420,231 9,958,801
2024-09-30 $78,348 600
2024-09-30 $28,557,846 218,700
2024-06-30 $8,419,200 80,000
2024-06-30 $966,047,314 9,179,469
2024-06-30 $10,460,856 99,400
2024-03-31 $906,471,413 9,012,442
2024-03-31 $8,146,980 81,000
2023-12-31 $2,071,250 25,000
2023-12-31 $2,071,250 25,000
2023-12-31 $665,000,246 8,026,557
2023-09-30 $483,128,918 7,843,002
2023-06-30 $416,827,992 7,443,357
2023-03-31 $434,636,190 8,275,632
2022-12-31 $320,648,885 6,907,559
2022-09-30 $22,127,800 514,600
2022-09-30 $342,373,267 7,962,169
2022-06-30 $385,313,372 8,323,901
2022-03-31 $444,138,468 7,596,006
2022-03-31 $1,607,925 27,500
2021-12-31 $502,115,695 6,739,808
2021-09-30 $337,733,258 5,547,524
2021-06-30 $318,179,933 5,371,032
2021-03-31 $204,939,377 4,195,279
2021-03-31 $19,540 400
2020-12-31 $153,814,138 3,798,818
2020-09-30 $132,246,187 3,851,083
2020-06-30 $122,202,194 3,957,325
2020-03-31 $101,686,988 4,332,637

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