Position in KKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$81,355,717
+$14,246,783 QoQ
Shares Held
886,421
+22.2% QoQ
Ownership
0.099%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#74
of 1,265 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 71%
None 29%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Derivatives in KKR
reported options exposure · as of Sep 30, 2025CallValue
$3,872,510
CallShares
29,800
PutValue
$0
PutShares
0
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 Jun 30, 2026AMERIPRISE FINANCIAL INC holds $3,455,239,094 across 244 Asset Management names. KKR ranks #7 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,150,014 | $1,105,807,458 | |
| 2 | STT |
State Street Corp
|
1,652,396 | $280,246,359 | |
| 3 | BX |
Blackstone Inc.
|
1,508,395 | $177,492,837 | |
| 4 | TROW |
Price T Rowe Group Inc
|
1,419,061 | $161,333,043 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
2,387,558 | $101,686,093 | |
| 6 | CG |
Carlyle Group Inc.
|
2,026,772 | $85,347,367 | |
| 7 | KKR |
KKR & Co. Inc.
This page
|
886,421 | $81,355,717 | |
| 8 | ARCC |
Ares Capital Corp
|
4,122,134 | $76,383,141 |
All Filings in KKR
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,355,717 | 886,421 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $67,108,934 | 725,502 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $227,925,949 | 1,787,935 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $243,573,079 | 1,874,360 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $3,872,510 | 29,800 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $195,811,910 | 1,471,938 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $113,767,983 | 984,067 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $173,638,500 | 1,173,947 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $174,324,951 | 1,335,005 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $109,204,179 | 1,037,668 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $130,627,469 | 1,298,742 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $137,235,886 | 1,656,438 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $99,338,868 | 1,612,644 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $101,514,896 | 1,812,766 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $87,640,698 | 1,668,711 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $75,604,715 | 1,628,710 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $69,737,658 | 1,621,806 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $75,821,953 | 1,637,977 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $62,682,760 | 1,072,050 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $78,068,996 | 1,047,906 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $73,932,061 | 1,214,390 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $68,837,175 | 1,162,005 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $62,706,105 | 1,283,646 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $51,734,193 | 1,277,703 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $42,624,387 | 1,241,246 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $38,045,362 | 1,232,039 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $26,595,240 | 1,133,159 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||