Position in KKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$724,919,185
-$255,735,751 QoQ
Shares Held
7,898,444
-25.5% QoQ
Ownership
0.880%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#18
of 1,261 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 44%
Shared 0%
None 56%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Derivatives in KKR
reported options exposure · as of Sep 30, 2025CallValue
$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 Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $15,386,447,749 across 365 Asset Management names. KKR ranks #6 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
4,585,356 | $4,409,094,910 | |
| 2 | BX |
Blackstone Inc.
|
11,594,914 | $1,364,373,526 | |
| 3 | ARES |
Ares Management Corp
|
11,855,596 | $1,319,646,388 | |
| 4 | APO |
Apollo Global Management, Inc.
|
6,911,799 | $817,734,936 | |
| 5 | PFG |
Principal Financial Group Inc
|
6,884,023 | $741,959,995 | |
| 6 | KKR |
KKR & Co. Inc.
This page
|
7,898,444 | $724,919,185 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
9,864,675 | $420,136,505 | |
| 8 | RJF |
Raymond James Financial Inc
|
2,371,847 | $360,591,897 |
All Filings in KKR
Export CSV
44 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $724,919,185 | 7,898,444 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $980,654,936 | 10,601,675 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $1,280,473,239 | 10,044,503 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,379,926,961 | 10,618,907 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $17,140,405 | 131,900 | Put | Defined | 2026-02-03 | |
| 2025-09-30 | $19,947,325 | 153,500 | Call | Defined | 2026-02-03 | |
| 2025-06-30 | $11,507,095 | 86,500 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $36,037,827 | 270,900 | Put | Defined | 2025-08-14 | |
| 2025-06-30 | $1,355,163,170 | 10,186,899 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,227,154,019 | 10,614,601 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $6,948,161 | 60,100 | Call | Defined | 2025-05-15 | |
| 2025-03-31 | $13,006,125 | 112,500 | Put | Defined | 2025-05-15 | |
| 2024-12-31 | $27,437,305 | 185,500 | Put | Defined | 2025-02-14 | |
| 2024-12-31 | $66,086,188 | 446,800 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $1,429,384,931 | 9,663,883 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,300,420,231 | 9,958,801 | Shares | Defined | 2024-11-14 | |
| 2024-09-30 | $78,348 | 600 | Put | Defined | 2024-11-14 | |
| 2024-09-30 | $28,557,846 | 218,700 | Call | Defined | 2024-11-14 | |
| 2024-06-30 | $8,419,200 | 80,000 | Call | Defined | 2024-08-14 | |
| 2024-06-30 | $966,047,314 | 9,179,469 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $10,460,856 | 99,400 | Put | Defined | 2024-08-14 | |
| 2024-03-31 | $906,471,413 | 9,012,442 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $8,146,980 | 81,000 | Call | Defined | 2024-05-15 | |
| 2023-12-31 | $2,071,250 | 25,000 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $2,071,250 | 25,000 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $665,000,246 | 8,026,557 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $483,128,918 | 7,843,002 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $416,827,992 | 7,443,357 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $434,636,190 | 8,275,632 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $320,648,885 | 6,907,559 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $22,127,800 | 514,600 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $342,373,267 | 7,962,169 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $385,313,372 | 8,323,901 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $444,138,468 | 7,596,006 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $1,607,925 | 27,500 | Call | Defined | 2022-05-16 | |
| 2021-12-31 | $502,115,695 | 6,739,808 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $337,733,258 | 5,547,524 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $318,179,933 | 5,371,032 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $204,939,377 | 4,195,279 | Shares | Defined | 2021-05-14 | |
| 2021-03-31 | $19,540 | 400 | Put | Defined | 2021-05-14 | |
| 2020-12-31 | $153,814,138 | 3,798,818 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $132,246,187 | 3,851,083 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $122,202,194 | 3,957,325 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $101,686,988 | 4,332,637 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||