Position in KKR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$59,092,422
+$53,829,921 QoQ
Shares Held
638,837
+1447.5% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 99.19650865557254.ToString("F0")%
Shared 0.ToString("F0")%
None 0.8034913444274517.ToString("F0")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $639,508,747 across 164 Asset Management names. KKR ranks #3 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
209,745 | $201,713,863 | |
| 2 | BX |
Blackstone Inc.
|
787,162 | $90,515,757 | |
| 3 | KKR |
KKR & Co. Inc.
This page
|
638,837 | $59,092,422 | |
| 4 | STT |
State Street Corp
|
405,433 | $51,311,599 | |
| 5 | RJF |
Raymond James Financial Inc
|
258,909 | $37,487,434 | |
| 6 | BAM |
Brookfield Asset Management Ltd.
|
823,068 | $36,585,371 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
621,005 | $25,132,071 | |
| 8 | AMP |
Ameriprise Financial Inc
|
39,072 | $17,363,596 |
All Filings in KKR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $59,092,422 | 638,837 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,262,501 | 41,281 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,504,326 | 34,662 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,241,129 | 31,881 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,982,159 | 25,795 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $2,717,993 | 18,376 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,755,778 | 13,446 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $769,619 | 7,313 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $35,806 | 356 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,219 | 63 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,786 | 29 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $5,338 | 115 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $138 | 3 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,572 | 44 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,576 | 48 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||