Position in KKR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$67,108,934
-$160,817,015 QoQ
Shares Held
725,502
-59.4% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 65.63188748189182.ToString("F0")%
None 34.36811251810818.ToString("F0")%
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 Mar 31, 2026AMERIPRISE FINANCIAL INC holds $3,772,890,869 across 247 Asset Management names. KKR ranks #9 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
1,604,320 | $1,542,890,583 | |
| 2 | STT |
State Street Corp
|
1,746,843 | $221,080,449 | |
| 3 | BX |
Blackstone Inc.
|
1,593,970 | $183,290,608 | |
| 4 | CG |
Carlyle Group Inc.
|
2,721,593 | $131,697,883 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
2,563,284 | $103,736,101 | |
| 6 | TROW |
Price T Rowe Group Inc
|
1,059,623 | $95,514,414 | |
| 7 | SEIC |
Sei Investments Co
|
869,549 | $68,233,509 | |
| 8 | ARCC |
Ares Capital Corp
|
3,775,904 | $68,041,788 |
All Filings in KKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||