Position in KKR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$25,143,771
+$628,960 QoQ
Shares Held
273,957
+3.4% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#146
of 1,239 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $1,476,870,285 across 286 Asset Management names. KKR ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
2,226,603 | $262,004,372 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
2,837,188 | $120,835,834 | |
| 3 | BLK |
BlackRock, Inc.
|
122,288 | $117,587,246 | |
| 4 | TROW |
Price T Rowe Group Inc
|
845,480 | $96,122,619 | |
| 5 | ARCC |
Ares Capital Corp
|
2,640,857 | $48,935,077 | |
| 6 | APO |
Apollo Global Management, Inc.
|
289,781 | $34,283,987 | |
| 7 | AMP |
Ameriprise Financial Inc
|
59,829 | $27,447,149 | |
| 8 | KKR |
KKR & Co. Inc.
This page
|
273,957 | $25,143,771 |
All Filings in KKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,143,771 | 273,957 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $24,514,811 | 265,025 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $35,593,306 | 279,207 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $48,309,300 | 371,753 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $38,102,185 | 286,418 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $41,320,400 | 357,412 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $56,416,866 | 381,427 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $44,091,249 | 337,657 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $31,547,582 | 299,768 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $32,518,316 | 323,308 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $27,520,614 | 332,174 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $26,681,360 | 433,139 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $23,569,840 | 420,890 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $21,818,643 | 415,435 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $17,243,310 | 371,463 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $16,370,014 | 380,698 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $16,200,063 | 349,969 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $20,369,367 | 348,373 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $25,697,805 | 344,937 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $24,434,856 | 401,361 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $18,020,154 | 304,189 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $13,807,938 | 282,660 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $10,612,183 | 262,094 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $8,843,063 | 257,515 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $9,098,543 | 294,642 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $8,971,358 | 382,248 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||