CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in KKR — KKR & Co. Inc.
CIK 884546
SAN FRANCISCO, CA
Position in KKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$499,114,599
+$37,354,877 QoQ
Shares Held
5,438,163
+8.9% QoQ
Ownership
0.606%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#23
of 1,265 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)
Position in Asset Management
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $9,674,723,176 across 46 Asset Management names. KKR ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
23,500,355 | $2,765,286,772 | |
| 2 | BLK |
BlackRock, Inc.
|
1,378,163 | $1,325,186,413 | |
| 3 | TROW |
Price T Rowe Group Inc
|
7,163,538 | $814,422,634 | |
| 4 | ARES |
Ares Management Corp
|
6,748,327 | $751,156,277 | |
| 5 | PFG |
Principal Financial Group Inc
|
6,502,068 | $700,792,888 | |
| 6 | KKR |
KKR & Co. Inc.
This page
|
5,438,163 | $499,114,599 | |
| 7 | APO |
Apollo Global Management, Inc.
|
3,608,191 | $426,885,076 | |
| 8 | STT |
State Street Corp
|
1,967,622 | $333,708,691 |
All Filings in KKR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $499,114,599 | 5,438,163 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $461,759,722 | 4,991,997 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $620,346,617 | 4,866,227 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $615,505,835 | 4,736,482 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $509,092,373 | 3,826,899 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $436,902,444 | 3,779,106 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $557,965,478 | 3,772,331 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $481,431,484 | 3,686,870 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $381,627,497 | 3,626,259 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $224,171,899 | 2,228,792 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $184,597,339 | 2,228,091 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $130,919,588 | 2,125,318 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $121,735,040 | 2,173,840 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $110,264,689 | 2,099,480 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $95,003,543 | 2,046,608 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $84,516,070 | 1,965,490 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $91,856,996 | 1,984,381 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $113,577,448 | 1,942,491 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $141,862,676 | 1,904,197 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $110,733,414 | 1,818,880 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $91,428,350 | 1,543,355 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $71,573,017 | 1,465,159 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $47,808,203 | 1,180,741 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $38,953,647 | 1,134,352 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $37,990,120 | 1,230,250 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $26,813,207 | 1,142,446 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||