OPPENHEIMER & CO INC

Position in KKR — KKR & Co. Inc.

CIK 822581 NEW YORK, NY

Position in KKR

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$19,808,320

-$6,332,601 QoQ

Shares Held

214,144

+4.4% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

OPPENHEIMER & CO INC holds $243,159,906 across 186 Asset Management names. KKR ranks #1 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KKR	KKR & Co. Inc. This page	214,144	$19,808,320
2	BX	Blackstone Inc.	132,898	$15,281,941
3	HASI	HA Sustainable Infrastructure Capital, Inc.	287,468	$10,564,449
4	BLK	BlackRock, Inc.	10,006	$9,622,870
5	CG	Carlyle Group Inc.	191,081	$9,246,409
6	ARCC	Ares Capital Corp	469,301	$8,456,804
7	PHYS	Sprott Physical Gold Trust	209,072	$7,409,511
8	APO	Apollo Global Management, Inc.	51,618	$5,751,277

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$19,808,320	214,144	+4.4%	Shares	Sole	2026-04-24
2025-12-31	$26,140,921	205,059	+4.6%	Shares	Sole	2026-02-02
2025-09-30	$25,482,155	196,092	+4.6%	Shares	Sole	2025-11-06
2025-06-30	$24,943,923	187,506	-4.4%	Shares	Sole	2025-07-31
2025-03-31	$22,667,537	196,069	-4.7%	Shares	Sole	2025-04-23
2024-12-31	$30,439,878	205,800	+1.0%	Shares	Sole	2025-02-05
2024-09-30	$26,615,468	203,825	-2.4%	Shares	Sole	2024-11-05
2024-06-30	$21,980,531	208,861	-0.9%	Shares	Sole	2024-08-08
2024-03-31	$21,196,430	210,742	-2.1%	Shares	Sole	2024-05-07
2023-12-31	$17,840,339	215,333	-11.5%	Shares	Sole	2024-02-13
2023-09-30	$14,981,366	243,204	-2.6%	Shares	Sole	2023-11-08
2023-06-30	$13,982,136	249,681	-17.5%	Shares	Sole	2023-08-03
2023-03-31	$15,902,058	302,781	-8.9%	Shares	Sole	2023-05-10
2022-12-31	$15,426,108	332,316	+3.4%	Shares	Sole	2023-02-08
2022-09-30	$13,813,492	321,244	+7.8%	Shares	Sole	2022-11-14
2022-06-30	$13,794,975	298,012	-6.3%	Shares	Sole	2022-08-08
2022-03-31	$18,586,852	317,887	+27.7%	Shares	Sole	2022-05-12
2021-12-31	$18,542,156	248,888	-5.6%	Shares	Sole	2022-02-02
2021-09-30	$16,052,960	263,682	-8.3%	Shares	Sole	2021-11-12
2021-06-30	$17,040,386	287,650	+0.3%	Shares	Sole	2021-08-03
2021-03-31	$14,011,792	286,833	+6.1%	Shares	Sole	2021-05-10
2020-12-31	$10,947,240	270,369	-5.4%	Shares	Sole	2021-02-11
2020-09-30	$9,811,006	285,702	-2.7%	Shares	Sole	2020-11-13
2020-06-30	$9,067,263	293,629	-28.0%	Shares	Sole	2020-08-11
2020-03-31	$9,566,113	407,589	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.