Position in KKR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$18,195,017
+$1,726,502 QoQ
Shares Held
198,246
+11.4% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#184
of 1,261 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026STEPHENS INC /AR/ holds $200,793,081 across 80 Asset Management names. KKR ranks #4 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
303,289 | $35,688,016 | |
| 2 | APO |
Apollo Global Management, Inc.
|
215,221 | $25,462,796 | |
| 3 | ARCC |
Ares Capital Corp
|
1,186,676 | $21,989,106 | |
| 4 | KKR |
KKR & Co. Inc.
This page
|
198,246 | $18,195,017 | |
| 5 | OBDC |
Blue Owl Capital Corp
|
1,550,470 | $16,853,608 | |
| 6 | OTF |
Blue Owl Technology Finance Corp.
|
1,379,124 | $14,273,933 | |
| 7 | BLK |
BlackRock, Inc.
|
10,150 | $9,759,834 | |
| 8 | NXP |
Nuveen Select Tax Free Income Portfolio
|
676,632 | $9,682,603 |
All Filings in KKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,195,017 | 198,246 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $16,468,515 | 178,038 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $23,149,475 | 181,593 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $24,508,310 | 188,598 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $23,084,163 | 173,526 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $17,427,629 | 150,745 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $23,505,857 | 158,920 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $18,678,032 | 143,039 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $14,413,880 | 136,962 | Shares | Defined | 2024-08-06 | |
| 2024-03-31 | $12,598,349 | 125,257 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $9,414,576 | 113,634 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $7,640,063 | 124,027 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $7,240,744 | 129,299 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $6,550,346 | 124,721 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $5,821,114 | 125,401 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $6,385,715 | 148,505 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $6,073,849 | 131,213 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $7,484,335 | 128,003 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $9,035,062 | 121,276 | Shares | Defined | 2022-03-07 | |
| 2021-09-30 | $7,107,800 | 116,751 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $6,764,971 | 114,196 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $5,356,060 | 109,643 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $4,434,586 | 109,523 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $4,525,084 | 131,773 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,962,786 | 160,712 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $4,730,683 | 201,563 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||