Position in KKR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,870,100
+$220,645 QoQ
Shares Held
74,854
+4.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#309
of 1,267 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026PINNACLE ASSOCIATES LTD holds $99,783,975 across 31 Asset Management names. KKR ranks #4 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
40,477 | $38,921,064 | |
| 2 | BX |
Blackstone Inc.
|
200,175 | $23,554,592 | |
| 3 | RJF |
Raymond James Financial Inc
|
98,433 | $14,964,768 | |
| 4 | KKR |
KKR & Co. Inc.
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|
74,854 | $6,870,100 | |
| 5 | EQH |
Equitable Holdings, Inc.
|
40,195 | $1,763,756 | |
| 6 | TROW |
Price T Rowe Group Inc
|
14,877 | $1,691,366 | |
| 7 | APO |
Apollo Global Management, Inc.
|
14,232 | $1,683,787 | |
| 8 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
130,712 | $1,673,113 |
All Filings in KKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,870,100 | 74,854 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $6,649,455 | 71,886 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $9,434,412 | 74,007 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $9,770,940 | 75,190 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,127,972 | 76,133 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,976,610 | 25,747 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,831,736 | 19,145 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,536,647 | 19,426 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,062,809 | 19,601 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,970,161 | 19,588 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,609,444 | 19,426 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,200,522 | 19,489 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,125,768 | 20,103 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,509,267 | 28,737 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,263,041 | 27,209 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,148,917 | 26,719 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,227,564 | 26,519 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,550,507 | 26,518 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,843,516 | 38,168 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,330,121 | 38,274 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $2,513,671 | 42,432 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,085,748 | 42,697 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,806,420 | 44,614 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,635,030 | 47,613 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,550,762 | 50,219 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,183,310 | 50,418 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||