Position in KKR
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$110,990,471
-$63,686,954 QoQ
Shares Held
1,199,897
-12.4% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.07%
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")%
Common Shares in KKR Over Time
Shares Held
Position Value (USD)
Derivatives in KKR
reported options exposure · as of Mar 31, 2026CallValue
$351,500
CallShares
3,800
PutValue
$1,979,500
PutShares
21,400
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, 2026HSBC HOLDINGS PLC holds $1,657,128,028 across 38 Asset Management names. KKR ranks #7 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
285,902 | $274,954,808 | |
| 2 | AMP |
Ameriprise Financial Inc
|
535,940 | $238,171,730 | |
| 3 | BX |
Blackstone Inc.
|
1,669,894 | $192,021,106 | |
| 4 | RJF |
Raymond James Financial Inc
|
1,088,793 | $157,646,335 | |
| 5 | TROW |
Price T Rowe Group Inc
|
1,323,381 | $119,289,558 | |
| 6 | STT |
State Street Corp
|
926,161 | $117,214,932 | |
| 7 | KKR |
KKR & Co. Inc.
This page
|
1,199,897 | $110,990,471 | |
| 8 | APO |
Apollo Global Management, Inc.
|
831,836 | $92,683,164 |
All Filings in KKR
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32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,979,500 | 21,400 | Put | Defined | 2026-04-30 | |
| 2026-03-31 | $110,990,471 | 1,199,897 | Shares | Defined | 2026-04-30 | |
| 2026-03-31 | $351,500 | 3,800 | Call | Defined | 2026-04-30 | |
| 2025-12-31 | $3,747,912 | 29,400 | Put | Defined | 2026-03-20 | |
| 2025-12-31 | $174,677,425 | 1,370,234 | Shares | Defined | 2026-03-20 | |
| 2025-09-30 | $161,569,432 | 1,243,320 | Shares | Sole | 2025-11-13 | |
| 2025-09-30 | $2,235,140 | 17,200 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $160,043,601 | 1,203,064 | Shares | Sole | 2025-08-13 | |
| 2025-06-30 | $864,695 | 6,500 | Call | Defined | 2025-08-13 | |
| 2025-03-31 | $147,339,163 | 1,274,450 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $680,386 | 4,600 | Call | Defined | 2025-02-14 | |
| 2024-12-31 | $182,067,592 | 1,230,935 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $59,164 | 400 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $174,537,012 | 1,336,629 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $124,154,572 | 1,179,728 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $28,548,324 | 283,837 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $18,274,387 | 220,572 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $10,638,689 | 172,706 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $10,373,664 | 185,244 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $12,136,267 | 231,079 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,591,995 | 206,635 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,670,625 | 131,875 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,313,686 | 201,203 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $8,817,275 | 150,800 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,994,994 | 134,161 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $10,650,346 | 174,940 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,042,633 | 220,166 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $12,864,549 | 263,348 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $10,721,751 | 264,800 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $2,929,956 | 85,322 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,692,303 | 87,186 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,548,479 | 65,977 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||