HSBC HOLDINGS PLC

Position in KKR — KKR & Co. Inc.

CIK 873630 LONDON, X0

Back to KKR Full portfolio

Position in KKR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$125,268,775

+$14,278,304 QoQ

Shares Held

1,364,881

+13.7% QoQ

Ownership

0.152%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#61

of 1,261 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in KKR Over Time

Shares Held

Position Value (USD)

Derivatives in KKR

reported options exposure · as of Jun 30, 2026

CallValue

$7,489,248

CallShares

81,600

PutValue

$734,240

PutShares

8,000

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, 2026

HSBC HOLDINGS PLC holds $1,859,188,928 across 38 Asset Management names. KKR ranks #7 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	302,290	$290,669,970
2	AMP	Ameriprise Financial Inc	542,072	$248,680,946
3	BX	Blackstone Inc.	1,720,889	$202,497,005
4	STT	State Street Corp	1,188,087	$201,499,551
5	TROW	Price T Rowe Group Inc	1,205,442	$137,046,695
6	RJF	Raymond James Financial Inc	897,154	$136,394,318
7	KKR	KKR & Co. Inc. This page	1,364,881	$125,268,775
8	PFG	Principal Financial Group Inc	1,153,117	$124,282,946

All Filings in KKR

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35 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,489,248	81,600	+2047.4%	Call	Defined	2026-08-14
2026-06-30	$734,240	8,000	-62.6%	Put	Defined	2026-08-14
2026-06-30	$125,268,775	1,364,881	+13.7%	Shares	Defined	2026-08-14
2026-03-31	$1,979,500	21,400	-27.2%	Put	Defined	2026-04-30
2026-03-31	$110,990,471	1,199,897	-12.4%	Shares	Defined	2026-04-30
2026-03-31	$351,500	3,800	-77.9%	Call	Defined	2026-04-30
2025-12-31	$3,747,912	29,400	+7250.0%	Put	Defined	2026-03-20
2025-12-31	$174,677,425	1,370,234	+10.2%	Shares	Defined	2026-03-06
2025-09-30	$161,569,432	1,243,320	+3.3%	Shares	Sole	2025-11-13
2025-09-30	$2,235,140	17,200	+164.6%	Call	Defined	2025-11-13
2025-06-30	$160,043,601	1,203,064	-5.6%	Shares	Sole	2025-08-13
2025-06-30	$864,695	6,500	+41.3%	Call	Defined	2025-08-13
2025-03-31	$147,339,163	1,274,450	+3.5%	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	-7.9%	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	+13.3%	Shares	Sole	2024-11-14
2024-06-30	$124,154,572	1,179,728	+315.6%	Shares	Sole	2024-08-12
2024-03-31	$28,548,324	283,837	+28.7%	Shares	Sole	2024-05-15
2023-12-31	$18,274,387	220,572	+27.7%	Shares	Sole	2024-02-12
2023-09-30	$10,638,689	172,706	-6.8%	Shares	Sole	2023-11-13
2023-06-30	$10,373,664	185,244	-19.8%	Shares	Sole	2023-08-11
2023-03-31	$12,136,267	231,079	+11.8%	Shares	Sole	2023-05-15
2022-12-31	$9,591,995	206,635	+56.7%	Shares	Defined	2023-02-14
2022-09-30	$5,670,625	131,875	-34.5%	Shares	Defined	2022-11-14
2022-06-30	$9,313,686	201,203	+33.4%	Shares	Defined	2022-08-11
2022-03-31	$8,817,275	150,800	+12.4%	Shares	Sole	2022-05-16
2021-12-31	$9,994,994	134,161	-23.3%	Shares	Defined	2022-02-11
2021-09-30	$10,650,346	174,940	-20.5%	Shares	Sole	2021-11-12
2021-06-30	$13,042,633	220,166	-16.4%	Shares	Sole	2021-08-13
2021-03-31	$12,864,549	263,348	-0.5%	Shares	Other	2021-05-14
2020-12-31	$10,721,751	264,800	+210.4%	Shares	Sole	2021-02-25
2020-09-30	$2,929,956	85,322	-2.1%	Shares	Sole	2020-11-12
2020-06-30	$2,692,303	87,186	+32.1%	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.