KKR · KKR & Co. Inc. · Shareholders & Ownership

$89.35 +2.35 (+2.70%)

S&P 500 member Russell 1000 member Rebalance outlook locked

Market Cap

$78.09B

897.64M

Volume · Oct 20 2.47M Avg daily vol (3M) 4.68M

Every disclosed holder of KKR in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns KKR

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	1,298	545,617,231	60.78%	Yes
Insiders (Forms 3, 4, 5)	0	0	0.00%	No
13D/G-only blocks	2	171,563,543	19.11%	Yes
Remaining	—	180,454,827	20.10%	Rest
Registered funds (N-PORT, not summed)	736	267,571,913	29.81%	No

Shares outstanding: 897,635,601, the issuer's latest cover-page count restated onto today's split basis.

Insiders are listed but not summed: the issuer has more than one class of common stock and Forms 3, 4 and 5 report one issuer-wide balance across them.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of KKR

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	KRAVIS HENRY R Insider CIK 1081714 · Nov 12, 2025 Director, Co-Executive Chairman, issuer-wide, not summed	73,021,249	8.13%	—	Nov 12, 2025	Director, Co-Executive Chairman, issuer-wide, not summed
1.1	Henry R. Kravis 13G CIK 1081714 · Unknown · Dec 31, 2023 Rule 13d-1(d), exempt investor	83,370,688	9.29%	—	Dec 31, 2023	Rule 13d-1(d), exempt investor
2	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	45,188,181	5.03%	+568,249	Jun 30, 2026	carried, not yet filed for the newest quarter
2.1	iShares Core S&P 500 ETF Fund S000004310 · Registered fund · Jun 30, 2026 iShares Trust, not summed	9,510,095	1.06%	+682,244	Jun 30, 2026	iShares Trust, not summed
2.2	iShares Russell 1000 Value ETF Fund S000004345 · Registered fund · Jun 30, 2026 iShares Trust, not summed	1,195,978	0.13%	+27,311	Jun 30, 2026	iShares Trust, not summed
2.3	iShares Core S&P Total U.S. Stock Market ETF Fund S000004317 · Registered fund · Jun 30, 2026 iShares Trust, not summed	887,481	0.10%	+26,291	Jun 30, 2026	iShares Trust, not summed
2.4	iShares S&P 500 Growth ETF Fund S000004311 · Registered fund · Jun 30, 2026 iShares Trust, not summed	787,519	0.09%	+8,568	Jun 30, 2026	iShares Trust, not summed
2.5	S&P 500 Index Master Portfolio Fund S000004285 · Registered fund · Jun 30, 2026 Master Investment Portfolio, not summed	626,366	0.07%	-688	Jun 30, 2026	Master Investment Portfolio, not summed
3	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	44,564,501	4.96%	+538,603	Jun 30, 2026	carried, not yet filed for the newest quarter
4	Capital International Investors 13F CIK 1562230 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	36,389,402	4.05%	+1,255,361	Jun 30, 2026	carried, not yet filed for the newest quarter
5	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	29,293,443	3.26%	+780,593	Jun 30, 2026	carried, not yet filed for the newest quarter
5.1	State Street(R) Financial Select Sector SPDR(R) ETF Fund S000006411 · Registered fund · Jun 30, 2026 SELECT SECTOR SPDR TRUST, not summed	4,676,479	0.52%	+26,114	Jun 30, 2026	SELECT SECTOR SPDR TRUST, not summed
5.2	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF Fund S000006983 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	1,650,122	0.18%	+206,471	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.3	State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF Fund S000006984 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	556,846	0.06%	+24,444	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.4	State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF Fund S000006985 · Registered fund · Jun 30, 2026 SPDR SERIES TRUST, not summed	384,966	0.04%	+13,797	Jun 30, 2026	SPDR SERIES TRUST, not summed
5.5	State Street Equity 500 Index II Portfolio Fund S000046029 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	260,200	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
6	FMR LLC 13F CIK 315066 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	21,566,484	2.40%	+3,240,545	Jun 30, 2026	carried, not yet filed for the newest quarter
6.1	Fidelity 500 Index Fund Fund S000006027 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	8,784,112	0.98%	+49,553	May 31, 2026	Fidelity Concord Street Trust, not summed
6.2	Strategic Advisers Fidelity U.S. Total Stock Fund Fund S000061481 · Registered fund · May 31, 2026 Fidelity Rutland Square Trust II, not summed	3,509,001	0.39%	+1,049,578	May 31, 2026	Fidelity Rutland Square Trust II, not summed
6.3	Fidelity Series Large Cap Stock Fund Fund S000039214 · Registered fund · Jun 30, 2026 Fidelity Hastings Street Trust, not summed	2,097,251	0.23%	+106,300	Jun 30, 2026	Fidelity Hastings Street Trust, not summed
6.4	Fidelity Balanced Fund Fund S000007151 · Registered fund · May 31, 2026 Fidelity Puritan Trust, not summed	2,054,022	0.23%	+723,900	May 31, 2026	Fidelity Puritan Trust, not summed
6.5	Fidelity Total Market Index Fund Fund S000006026 · Registered fund · May 31, 2026 Fidelity Concord Street Trust, not summed	1,298,083	0.14%	+14,418	May 31, 2026	Fidelity Concord Street Trust, not summed
7	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	21,380,330	2.38%	+143,506	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
8	PRINCIPAL FINANCIAL GROUP INC 13F CIK 1126328 · Insurance company · Jun 30, 2026 carried, not yet filed for the newest quarter	19,677,109	2.19%	+169,368	Jun 30, 2026	carried, not yet filed for the newest quarter
8.1	MidCap Fund Fund S000007075 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	10,791,976	1.20%	+390,556	Jul 31, 2026	Principal Funds, Inc, not summed
8.2	Blue Chip Fund Fund S000037378 · Registered fund · May 31, 2026 Principal Funds, Inc, not summed	2,008,627	0.22%	+245,647	May 31, 2026	Principal Funds, Inc, not summed
8.3	Equity Income Fund Fund S000014240 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	1,016,911	0.11%	-918,997	Jul 31, 2026	Principal Funds, Inc, not summed
8.4	MidCap Account Fund S000007662 · Registered fund · Jun 30, 2026 Principal Variable Contract Funds, Inc, not summed	228,360	0.03%	+24,270	Jun 30, 2026	Principal Variable Contract Funds, Inc, not summed
8.5	LargeCap S&P 500 Index Fund Fund S000007016 · Registered fund · Jul 31, 2026 Principal Funds, Inc, not summed	142,491	0.02%	-2,045	Jul 31, 2026	Principal Funds, Inc, not summed
9	VANGUARD 500 INDEX FUND Fund S000002839 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	17,916,573	2.00%	+472,825	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
10	Growth Fund of America Fund S000009228 · Registered fund · May 31, 2026 Growth Fund of America, not summed	16,532,037	1.84%	+4,833,754	May 31, 2026	Growth Fund of America, not summed
11	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	15,611,391	1.74%	+205,250	Jun 30, 2026	carried, not yet filed for the newest quarter
12	Capital Research Global Investors 13F CIK 1422848 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	14,708,910	1.64%	-2,070,189	Jun 30, 2026	carried, not yet filed for the newest quarter
13	WELLINGTON MANAGEMENT GROUP LLP 13F CIK 902219 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	14,569,959	1.62%	-3,333,226	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	VANGUARD ADVICE SELECT GLOBAL VALUE FUND Fund S000074282 · Registered fund · Jul 31, 2026 VANGUARD WHITEHALL FUNDS, not summed	229,879	0.03%	0	Jul 31, 2026	VANGUARD WHITEHALL FUNDS, not summed
13.2	GROWTH PORTFOLIO Fund S000004401 · Registered fund · Jun 30, 2026 VANGUARD VARIABLE INSURANCE FUNDS, not summed	120,534	0.01%	-19,715	Jun 30, 2026	VANGUARD VARIABLE INSURANCE FUNDS, not summed
14	NUTTALL SCOTT C Insider CIK 1207606 · Feb 27, 2026 Director, issuer-wide, not summed	14,409,530	1.61%	—	Feb 27, 2026	Director, issuer-wide, not summed
15	NORGES BANK 13F CIK 1374170 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	13,798,499	1.54%	—	Jun 30, 2026	carried, not yet filed for the newest quarter
16	KKR Genetic Disorder L.P. Insider CIK 1780408 · May 12, 2025 10% Owner, issuer-wide, not summed	13,260,971	1.48%	-6,000,000	May 12, 2025	10% Owner, issuer-wide, not summed
17	BAE JOSEPH Y Insider CIK 1208917 · Sep 8, 2026 Director, Co-Chief Executive Officer, issuer-wide, not summed	12,230,251	1.36%	—	Sep 8, 2026	Director, Co-Chief Executive Officer, issuer-wide, not summed
18	KKR Alternative Assets LLC Insider CIK 1820655 · May 29, 2026 10% Owner, issuer-wide, not summed	11,560,715	1.29%	+65,491	May 29, 2026	10% Owner, issuer-wide, not summed
19	MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 13F CIK 912938 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,616,489	1.18%	-3,733,544	Jun 30, 2026	carried, not yet filed for the newest quarter
19.1	MFS Value Fund Fund S000000769 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	6,499,627	0.72%	-546,266	May 31, 2026	MFS SERIES TRUST I, not summed
19.2	MFS Growth Fund Fund S000002419 · Registered fund · May 31, 2026 MFS Series Trust II, not summed	1,444,724	0.16%	-2,362,423	May 31, 2026	MFS Series Trust II, not summed
19.3	MFS Core Equity Fund Fund S000000763 · Registered fund · May 31, 2026 MFS SERIES TRUST I, not summed	274,185	0.03%	-14,116	May 31, 2026	MFS SERIES TRUST I, not summed
19.4	MFS Value Series Fund S000002672 · Registered fund · Jun 30, 2026 MFS VARIABLE INSURANCE TRUST, not summed	238,079	0.03%	-22,525	Jun 30, 2026	MFS VARIABLE INSURANCE TRUST, not summed
19.5	MFS Active Value ETF Fund S000085670 · Registered fund · May 31, 2026 MFS Active Exchange Traded Funds Trust, not summed	78,900	0.01%	+32,430	May 31, 2026	MFS Active Exchange Traded Funds Trust, not summed
20	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,269,796	1.14%	+283,788	Jun 30, 2026	carried, not yet filed for the newest quarter
20.1	Invesco S&P 500 Equal Weight ETF Fund S000060812 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	1,960,699	0.22%	+24,811	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
20.2	Invesco Equity and Income Fund Fund S000027808 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	945,642	0.11%	+93,151	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
20.3	Invesco Growth and Income Fund Fund S000027810 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	485,462	0.05%	+47,821	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
20.4	Invesco Equally-Weighted S&P 500 Fund Fund S000027817 · Registered fund · May 31, 2026 AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed	151,377	0.02%	+57,191	May 31, 2026	AIM Counselor Series Trust (Invesco Counselor Series Trust), not summed
20.5	Invesco V.I. Growth and Income Fund Fund S000027877 · Registered fund · Jun 30, 2026 AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed	138,613	0.02%	-2,021	Jun 30, 2026	AIM Variable Insurance Funds (Invesco Variable Insurance Funds), not summed
21	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	10,181,852	1.13%	+203,196	Jun 30, 2026	carried, not yet filed for the newest quarter
22	Washington Mutual Investors Fund Fund S000009388 · Registered fund · Jul 31, 2026 Washington Mutual Investors Fund, not summed	9,989,523	1.11%	0	Jul 31, 2026	Washington Mutual Investors Fund, not summed
23	FIRST MANHATTAN CO. LLC. 13F CIK 728083 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	9,416,070	1.05%	+21,903	Jun 30, 2026	carried, not yet filed for the newest quarter
24	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	9,004,913	1.00%	+531,260	Jun 30, 2026	carried, not yet filed for the newest quarter
24.1	Global Strategist Portfolio Fund S000004124 · Registered fund · Jun 30, 2026 MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed	1,951	0.00%	-221	Jun 30, 2026	MORGAN STANLEY INSTITUTIONAL FUND TRUST, not summed
24.2	E*TRADE No Fee Large Cap Index Fund Fund S000090720 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	1,340	0.00%	+92	Jul 31, 2026	E Trade Trust, not summed
24.3	E*TRADE No Fee Total Market Index Fund Fund S000090722 · Registered fund · Jul 31, 2026 E Trade Trust, not summed	1,025	0.00%	+139	Jul 31, 2026	E Trade Trust, not summed
24.4	Global Strategist Portfolio Fund S000004181 · Registered fund · Jun 30, 2026 MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed	256	0.00%	-38	Jun 30, 2026	MORGAN STANLEY VARIABLE INSURANCE FUND INC., not summed
25	MANUFACTURERS LIFE INSURANCE COMPANY, THE 13F CIK 928047 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	8,900,144	0.99%	+794,566	Jun 30, 2026	carried, not yet filed for the newest quarter
25.1	Fundamental Large Cap Core Fund Fund S000000630 · Registered fund · Jul 31, 2026 John Hancock Investment Trust, not summed	2,684,109	0.30%	+200,000	Jul 31, 2026	John Hancock Investment Trust, not summed
25.2	Fundamental All Cap Core Fund Fund S000032685 · Registered fund · May 31, 2026 John Hancock Funds II, not summed	193,552	0.02%	-3,605	May 31, 2026	John Hancock Funds II, not summed
25.3	Mid Cap Growth Fund Fund S000072133 · Registered fund · Jun 30, 2026 John Hancock Investment Trust, not summed	121,598	0.01%	-6,332	Jun 30, 2026	John Hancock Investment Trust, not summed
25.4	Capital Appreciation Value Fund Fund S000030799 · Registered fund · May 31, 2026 John Hancock Funds II, not summed	71,600	0.01%	—	May 31, 2026	John Hancock Funds II, not summed
25.5	U.S. Sector Rotation Fund Fund S000055171 · Registered fund · May 31, 2026 John Hancock Funds II, not summed	53,870	0.01%	-1,182	May 31, 2026	John Hancock Funds II, not summed
26	Dodge & Cox 13F CIK 200217 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	8,060,515	0.90%	+8,060,515	Jun 30, 2026	carried, not yet filed for the newest quarter
26.1	Dodge & Cox Stock Fund Fund S000011202 · Registered fund · Jun 30, 2026 Dodge & Cox Funds, not summed	6,023,800	0.67%	—	Jun 30, 2026	Dodge & Cox Funds, not summed
26.2	Dodge & Cox Balanced Fund Fund S000011204 · Registered fund · Jun 30, 2026 Dodge & Cox Funds, not summed	498,100	0.06%	—	Jun 30, 2026	Dodge & Cox Funds, not summed
27	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	7,898,444	0.88%	-2,703,231	Jun 30, 2026	carried, not yet filed for the newest quarter
28	Akre Focus Fund Fund S000026760 · Registered fund · Jul 31, 2025 Professionally Managed Portfolios, not summed	7,782,500	0.87%	0	Jul 31, 2025	Professionally Managed Portfolios, not summed
29	Capital World Investors 13F CIK 1422849 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	7,775,190	0.87%	-816,248	Jun 30, 2026	carried, not yet filed for the newest quarter
30	American Funds Fundamental Investors Fund S000009227 · Registered fund · Jun 30, 2026 American Funds Fundamental Investors, not summed	7,608,691	0.85%	+3,945	Jun 30, 2026	American Funds Fundamental Investors, not summed
31	VANGUARD VALUE INDEX FUND Fund S000002840 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	6,416,738	0.71%	+231,667	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
32	AMCAP Fund Fund S000008817 · Registered fund · May 31, 2026 AMCAP Fund, not summed	6,383,382	0.71%	+2,787,373	May 31, 2026	AMCAP Fund, not summed
33	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	6,335,421	0.71%	+849,960	Jun 30, 2026	carried, not yet filed for the newest quarter
33.1	Goldman Sachs S&P 500 Premium Income ETF Fund S000081511 · Registered fund · Jun 30, 2026 Goldman Sachs ETF Trust, not summed	91,048	0.01%	+63,215	Jun 30, 2026	Goldman Sachs ETF Trust, not summed
33.2	Goldman Sachs Income Builder Fund Fund S000009342 · Registered fund · Jul 31, 2026 GOLDMAN SACHS TRUST, not summed	74,082	0.01%	-2,977	Jul 31, 2026	GOLDMAN SACHS TRUST, not summed
33.3	Goldman Sachs Equity Income Fund Fund S000009316 · Registered fund · May 31, 2026 Goldman Sachs Trust, not summed	53,228	0.01%	+12,269	May 31, 2026	Goldman Sachs Trust, not summed
33.4	Goldman Sachs Equal Weight U.S. Large Cap Equity ETF Fund S000058070 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	34,370	0.00%	+3,385	May 31, 2026	Goldman Sachs ETF Trust, not summed
33.5	Goldman Sachs MarketBeta U.S. Equity ETF Fund S000066535 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	33,874	0.00%	-1,064	May 31, 2026	Goldman Sachs ETF Trust, not summed
34	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	5,991,104	0.67%	+41,963	Jun 30, 2026	carried, not yet filed for the newest quarter
34.1	Stock Index Fund Fund S000001247 · Registered fund · Jun 30, 2026 Northern Funds, not summed	205,155	0.02%	+10,220	Jun 30, 2026	Northern Funds, not summed
34.2	FlexShares Morningstar US Market Factor Tilt Index Fund Fund S000033312 · Registered fund · Jul 31, 2026 FlexShares Trust, not summed	19,592	0.00%	+5,270	Jul 31, 2026	FlexShares Trust, not summed
35	T. Rowe Price Investment Management, Inc. 13F CIK 1897612 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,657,970	0.63%	+5,657,970	Jun 30, 2026	carried, not yet filed for the newest quarter
36	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	5,438,163	0.61%	+446,166	Jun 30, 2026	carried, not yet filed for the newest quarter
36.1	Schwab S&P 500 Index Fund Fund S000005911 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	1,543,552	0.17%	+23,736	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
36.2	Schwab U.S. Large-Cap Growth ETF Fund S000026633 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	1,461,290	0.16%	+144,286	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
36.3	Schwab U.S. Large-Cap ETF Fund S000026632 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	728,626	0.08%	+22,897	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
36.4	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	418,593	0.05%	+13,345	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
36.5	Schwab U.S. Broad Market ETF Fund S000026631 · Registered fund · May 31, 2026 SCHWAB STRATEGIC TRUST, not summed	405,690	0.05%	+6,227	May 31, 2026	SCHWAB STRATEGIC TRUST, not summed
37	Legal & General Group Plc 13F CIK 764068 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,129,423	0.57%	+181,941	Jun 30, 2026	carried, not yet filed for the newest quarter
38	BROWN ADVISORY INC 13F CIK 1345929 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	5,046,956	0.56%	-986,008	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Brown Advisory Sustainable Growth Fund Fund S000037789 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	910,061	0.10%	-237,795	Jun 30, 2026	Brown Advisory Funds, not summed
38.2	Brown Advisory Flexible Equity ETF Fund S000088454 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	541,230	0.06%	-2,096	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
38.3	Brown Advisory Flexible Equity Fund Fund S000038482 · Registered fund · Jun 30, 2026 Brown Advisory Funds, not summed	330,392	0.04%	-15,896	Jun 30, 2026	Brown Advisory Funds, not summed
38.4	Brown Advisory Sustainable Growth ETF Fund S000092068 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	106,514	0.01%	-14,201	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
38.5	Brown Advisory Sustainable Value ETF Fund S000092069 · Registered fund · Jun 30, 2026 ADVISORS' INNER CIRCLE III, not summed	44,791	0.01%	+4,080	Jun 30, 2026	ADVISORS' INNER CIRCLE III, not summed
39	AKRE CAPITAL MANAGEMENT LLC 13F CIK 1112520 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,981,486	0.56%	-1,736,592	Jun 30, 2026	carried, not yet filed for the newest quarter
40	PRICE T ROWE ASSOCIATES INC /MD/ 13F CIK 80255 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,810,331	0.54%	+635,488	Jun 30, 2026	carried, not yet filed for the newest quarter
40.1	T. Rowe Price Capital Appreciation Fund Fund S000002070 · Registered fund · Jun 30, 2026 T. ROWE PRICE CAPITAL APPRECIATION FUND, INC., not summed	3,562,800	0.40%	—	Jun 30, 2026	T. ROWE PRICE CAPITAL APPRECIATION FUND, INC., not summed
40.2	T. Rowe Price Dividend Growth Fund, Inc. Fund S000002075 · Registered fund · Jun 30, 2026 T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed	686,758	0.08%	+88,758	Jun 30, 2026	T. ROWE PRICE DIVIDEND GROWTH FUND, INC., not summed
40.3	T. Rowe Price Equity Index 500 Fund Fund S000002089 · Registered fund · Jun 30, 2026 T. ROWE PRICE INDEX TRUST, INC., not summed	424,685	0.05%	-6,679	Jun 30, 2026	T. ROWE PRICE INDEX TRUST, INC., not summed
40.4	T. Rowe Price U.S. Equity Research Fund Fund S000002071 · Registered fund · Jun 30, 2026 T. Rowe Price U.S. Equity Research Fund, Inc., not summed	328,747	0.04%	+45,122	Jun 30, 2026	T. Rowe Price U.S. Equity Research Fund, Inc., not summed
40.5	T. Rowe Price Capital Appreciation Equity ETF Fund S000079834 · Registered fund · Jun 30, 2026 T. Rowe Price Exchange-Traded Funds, Inc., not summed	309,778	0.03%	-362,878	Jun 30, 2026	T. Rowe Price Exchange-Traded Funds, Inc., not summed
41	VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 13F CIK 1367401 · Non-US institution · Jun 30, 2026 carried, not yet filed for the newest quarter	4,396,085	0.49%	+52,356	Jun 30, 2026	carried, not yet filed for the newest quarter
42	FARALLON CAPITAL MANAGEMENT LLC 13F CIK 909661 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	4,118,300	0.46%	-553,500	Jun 30, 2026	carried, not yet filed for the newest quarter
43	New Perspective Fund Fund S000009613 · Registered fund · Jun 30, 2026 New Perspective Fund, not summed	4,053,004	0.45%	+163,116	Jun 30, 2026	New Perspective Fund, not summed
44	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,887,685	0.43%	+15,719	Jun 30, 2026	carried, not yet filed for the newest quarter
45	VANGUARD INSTITUTIONAL INDEX FUND Fund S000002853 · Registered fund · Jun 30, 2026 VANGUARD INSTITUTIONAL INDEX FUNDS, not summed	3,753,279	0.42%	-116,903	Jun 30, 2026	VANGUARD INSTITUTIONAL INDEX FUNDS, not summed
46	Akre Focus ETF Fund S000089351 · Registered fund · Jul 31, 2026 Professionally Managed Portfolios, not summed	3,736,300	0.42%	-1,482,859	Jul 31, 2026	Professionally Managed Portfolios, not summed
47	Temasek Holdings (Private) Ltd 13F CIK 1021944 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	3,669,339	0.41%	+146,542	Jun 30, 2026	carried, not yet filed for the newest quarter
48	ValueAct Holdings, L.P. 13F CIK 1418814 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,558,200	0.40%	+278,500	Jun 30, 2026	carried, not yet filed for the newest quarter
49	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 13F CIK 861177 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	3,461,541	0.39%	+55,489	Jun 30, 2026	carried, not yet filed for the newest quarter
49.1	UBS U.S. Allocation Fund Fund S000002487 · Registered fund · May 31, 2026 UBS INVESTMENT TRUST, not summed	534	0.00%	-49	May 31, 2026	UBS INVESTMENT TRUST, not summed
49.2	UBS GLOBAL ALLOCATION FUND Fund S000002979 · Registered fund · Jun 30, 2026 UBS FUNDS, not summed	210	0.00%	+14	Jun 30, 2026	UBS FUNDS, not summed
50	D. E. Shaw & Co., Inc. 13F CIK 1009207 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	3,429,914	0.38%	-514,663	Jun 30, 2026	carried, not yet filed for the newest quarter

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Key facts CIK 1404912 CUSIP 48251W104 13F (30d) 201 filings 184 filers Visit website Investor relations