MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Position in KKR — KKR & Co. Inc.

CIK 912938 Boston, MA

Position in KKR

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$1,327,378,051

-$1,050,501,288 QoQ

Shares Held

14,350,033

-23.1% QoQ

Ownership

1.60%

of shares outstanding

% of Portfolio

0.48%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 76.84340516847593.ToString("F0")% Shared 21.635100072592166.ToString("F0")% None 1.5214947589319132.ToString("F0")%

Financial Services · as of Mar 31, 2026

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $5,181,347,243 across 17 Asset Management names. KKR ranks #1 (25.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KKR	KKR & Co. Inc. This page	14,350,033	$1,327,378,051
2	BLK	BlackRock, Inc.	1,095,157	$1,053,223,437
3	NTRS	Northern Trust Corp	5,805,716	$810,303,778
4	ARES	Ares Management Corp	3,846,219	$419,622,492
5	CG	Carlyle Group Inc.	7,649,009	$370,135,543
6	RJF	Raymond James Financial Inc	1,878,543	$271,994,239
7	BAM	Brookfield Asset Management Ltd.	3,886,049	$172,734,875
8	EQH	Equitable Holdings, Inc.	3,991,113	$148,110,200

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,327,378,051	14,350,033	-23.1%	Shares	Defined	2026-05-14
2025-12-31	$2,377,879,339	18,652,960	-4.4%	Shares	Sole	2026-01-22
2025-09-30	$2,534,913,596	19,506,838	-1.7%	Shares	Sole	2025-10-29
2025-06-30	$2,640,275,274	19,847,217	+4.0%	Shares	Sole	2025-08-08
2025-03-31	$2,206,042,269	19,081,760	+14.3%	Shares	Sole	2025-05-02
2024-12-31	$2,468,666,115	16,690,326	-0.7%	Shares	Sole	2025-02-12
2024-09-30	$2,194,839,564	16,808,390	+0.7%	Shares	Sole	2024-11-12
2024-06-30	$1,755,838,155	16,684,133	+6.4%	Shares	Sole	2024-08-09
2024-03-31	$1,577,824,810	15,687,262	+53.8%	Shares	Sole	2024-05-14
2023-12-31	$845,323,684	10,203,062	+3.7%	Shares	Sole	2024-02-08
2023-09-30	$605,996,958	9,837,613	-2.4%	Shares	Sole	2023-11-08
2023-06-30	$564,650,072	10,083,037	+1.3%	Shares	Sole	2023-08-09
2023-03-31	$522,703,407	9,952,464	-0.2%	Shares	Sole	2023-05-10
2022-12-31	$462,716,554	9,968,043	-2.3%	Shares	Sole	2023-02-13
2022-09-30	$438,571,319	10,199,333	+0.1%	Shares	Sole	2022-11-09
2022-06-30	$471,705,836	10,190,232	+6.2%	Shares	Sole	2022-08-09
2022-03-31	$560,894,110	9,592,853	+12.4%	Shares	Sole	2022-05-11
2021-12-31	$635,906,594	8,535,659	+43.5%	Shares	Sole	2022-02-10
2021-09-30	$362,158,072	5,948,720	—	Shares	Sole	2021-11-10
No filing history on record for this holder in this stock.