Position in KKR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$208,152,564
-$133,638,140 QoQ
Shares Held
2,250,298
-16.1% QoQ
Ownership
0.251%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 96.55112345120513.ToString("F0")%
Shared 0.0006221398232589639.ToString("F0")%
None 3.448254408971612.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Derivatives in KKR
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$27,750
PutShares
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 Mar 31, 2026WELLS FARGO & COMPANY/MN holds $6,819,180,783 across 459 Asset Management names. KKR ranks #3 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
2,476,370 | $2,381,549,791 | |
| 2 | BX |
Blackstone Inc.
|
5,566,780 | $640,124,029 | |
| 3 | KKR |
KKR & Co. Inc.
This page
|
2,250,298 | $208,152,564 | |
| 4 | BN |
BROOKFIELD Corp /ON/
|
4,261,697 | $172,470,875 | |
| 5 | APO |
Apollo Global Management, Inc.
|
1,381,789 | $153,958,929 | |
| 6 | ARCC |
Ares Capital Corp
|
4,486,606 | $80,848,639 | |
| 7 | HLNE |
Hamilton Lane INC
|
646,104 | $64,222,737 | |
| 8 | RJF |
Raymond James Financial Inc
|
438,477 | $63,487,082 |
All Filings in KKR
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $208,152,564 | 2,250,298 | Shares | Defined | 2026-05-11 | |
| 2026-03-31 | $27,750 | 300 | Put | Defined | 2026-05-11 | |
| 2025-12-31 | $341,790,704 | 2,681,132 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $274,315,093 | 2,110,928 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $295,921,376 | 2,224,471 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $18,289,502 | 158,200 | Put | Defined | 2025-05-13 | |
| 2025-03-31 | $297,529,732 | 2,573,564 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $328,833,806 | 2,223,202 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $299,443,051 | 2,293,177 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $230,019,067 | 2,185,662 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $206,581,462 | 2,053,902 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $151,919,640 | 1,833,671 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $109,831,320 | 1,782,976 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $98,460,320 | 1,758,220 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $99,756,275 | 1,899,396 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $88,756,431 | 1,912,030 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $91,418,129 | 2,126,003 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $102,457,913 | 2,213,392 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $104,415,608 | 1,785,798 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $100,026,978 | 1,342,644 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $77,510,709 | 1,273,172 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $76,662,660 | 1,294,103 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $68,091,279 | 1,393,885 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $75,317,228 | 1,860,144 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $57,847,171 | 1,684,542 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $52,670,934 | 1,705,665 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $38,612,513 | 1,645,186 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||