Filing Research | KKR - KKR & CO INC Institutional Holdings

Snapshot holdings

50 / 323 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	2.2MSH	$202.5M
2	Rathbones Group PLC	Shares	1.8MSH	$166.8M
3	Alecta Tjanstepension Omsesidigt	Shares	1.5MSH	$137.8M
4	MEITAV INVESTMENT HOUSE LTD	Shares	938.2KSH	$86.1M
5	Lindsell Train Ltd	Shares	667.8KSH	$61.3M
6	Capricorn Fund Managers Ltd	Shares	460.1KSH	$42.2M
7	FACTORY MUTUAL INSURANCE CO	Shares	368.9KSH	$33.9M
8	Fisher Funds Management LTD	Shares	326.0KSH	$29.9M
9	Mediolanum International Funds Ltd	Shares	335.3KSH	$29.8M
10	COMMUNITY TRUST & INVESTMENT CO	Shares	208.4KSH	$19.1M
11	Czech National Bank	Shares	196.8KSH	$18.1M
12	OFI INVEST ASSET MANAGEMENT	Shares	212.9KSH	$17.1M
13	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	152.7KSH	$14.0M
14	Mirae Asset Global Investments Co., Ltd.	Shares	152.6KSH	$14.0M
15	Brookstone Capital Management	Shares	145.8KSH	$13.4M
16	IFM Investors Pty Ltd	Shares	138.7KSH	$12.7M
17	GREENWOOD GEARHART LLC	Shares	127.4KSH	$11.7M
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	125.3KSH	$11.5M
19	Perennial Advisors, LLC	Shares	112.9KSH	$10.4M
20	EverSource Wealth Advisors, LLC	Shares	108.3KSH	$9.9M
21	PensionDanmark Pensionsforsikringsaktieselskab	Shares	104.6KSH	$9.6M
22	Police & Firemen's Retirement System of New Jersey	Shares	102.8KSH	$9.4M
23	Mirador Capital Partners LP	Shares	96.3KSH	$8.8M
24	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	82.7KSH	$7.6M
25	Swedbank AB	Shares	69.8KSH	$6.4M
26	Gibraltar Capital Management, Inc.	Shares	62.3KSH	$5.7M
27	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	58.1KSH	$5.3M
28	Triangle Securities Wealth Management	Shares	57.8KSH	$5.3M
29	QRG CAPITAL MANAGEMENT, INC.	Shares	57.5KSH	$5.3M
30	ABN AMRO INVESTMENT SOLUTIONS	Shares	49.8KSH	$4.6M
31	Avanza Fonder AB	Shares	48.6KSH	$4.5M
32	Castleview Partners, LLC	Shares	48.0KSH	$4.4M
33	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	Shares	46.5KSH	$4.3M
34	MIZUHO SECURITIES USA LLC	Shares	41.5KSH	$3.8M
35	EQUITABLE TRUST CO	Shares	41.1KSH	$3.8M
36	IFP Advisors, Inc	Shares	40.9KSH	$3.8M
37	HARTFORD INVESTMENT MANAGEMENT CO	Shares	38.2KSH	$3.5M
38	LOUISBOURG INVESTMENTS INC.	Shares	47.4KSH	$3.4M
39	Robeco Institutional Asset Management B.V.	Shares	36.3KSH	$3.3M
40	Louisiana State Employees Retirement System	Shares	35.3KSH	$3.2M
41	Northside Capital Management, LLC	Shares	35.0KSH	$3.2M
42	Merit Financial Group, LLC	Shares	34.2KSH	$3.1M
43	Davidson Kahn Capital Management, LLC	Shares	33.3KSH	$3.0M
44	Farther Finance Advisors, LLC	Shares	33.1KSH	$3.0M
45	GC Wealth Management RIA, LLC	Shares	32.0KSH	$2.9M
46	Poehling Capital Management, INC.	Shares	31.4KSH	$2.9M
47	Crossmark Global Holdings, Inc.	Shares	31.1KSH	$2.9M
48	Mesirow Financial Investment Management, Inc.	Shares	30.5KSH	$2.8M
49	AG2R LA MONDIALE GESTION D'ACTIFS	Shares	29.9KSH	$2.7M
50	Guardian Wealth Management, Inc.	Shares	28.7KSH	$2.6M

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Manager changes2026-06-30 vs 2026-03-31

50 / 350 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+1.1M	+$99.3M	$202.5M
2	Alecta Tjanstepension Omsesidigt added	Shares	+762.3K	+$69.4M	$137.8M
3	Lindsell Train Ltd new	Shares	+667.8K	+$61.3M	$61.3M
4	Capricorn Fund Managers Ltd added	Shares	+248.1K	+$22.6M	$42.2M
5	Gibraltar Capital Management, Inc. new	Shares	+62.3K	+$5.7M	$5.7M
6	Poehling Capital Management, INC. new	Shares	+31.4K	+$2.9M	$2.9M
7	Fideuram Asset Management (Ireland) dac new	Shares	+22.7K	+$2.1M	$2.1M
8	CREDIT INDUSTRIEL ET COMMERCIAL new	PUT	+22.5K	+$2.1M	$2.1M
9	Cadent Capital Advisors, LLC added	Shares	+20.0K	+$1.8M	$2.1M
10	Blackhawk Capital Partners, LLC new	Shares	+19.9K	+$1.8M	$1.8M
11	Mirae Asset Global Investments Co., Ltd. added	Shares	+20.0K	+$1.7M	$14.0M
12	IFM Investors Pty Ltd added	Shares	+17.2K	+$1.5M	$12.7M
13	Sivia Capital Partners, LLC added	Shares	+14.6K	+$1.3M	$2.6M
14	Castleview Partners, LLC added	Shares	+11.2K	+$1.0M	$4.4M
15	Mediolanum International Funds Ltd added	Shares	+16.4K	+$1.0M	$29.8M
16	Curated Wealth Partners LLC new	Shares	+463.7K	+$944.1K	$944.1K
17	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+10.4K	+$886.7K	$9.6M
18	Trust Asset Management LLC added	Shares	+7.7K	+$795.9K	$1.5M
19	LEE DANNER & BASS INC added	Shares	+8.5K	+$770.5K	$2.4M
20	Czech National Bank added	Shares	+9.8K	+$769.0K	$18.1M
21	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+8.4K	+$739.5K	$4.6M
22	Segment Wealth Management, LLC added	Shares	+7.7K	+$699.2K	$1.7M
23	EQUITABLE TRUST CO added	Shares	+7.6K	+$671.8K	$3.8M
24	GREENWOOD GEARHART LLC added	Shares	+7.6K	+$612.7K	$11.7M
25	QRG CAPITAL MANAGEMENT, INC. added	Shares	+6.4K	+$553.9K	$5.3M
26	Boston Trust Walden Corp new	Shares	+6.0K	+$547.1K	$547.1K
27	MISSION WEALTH MANAGEMENT, LP added	Shares	+5.0K	+$440.9K	$2.4M
28	Apollon Wealth Management, LLC added	Shares	+4.0K	+$361.3K	$1.6M
29	AG2R LA MONDIALE GESTION D'ACTIFS added	Shares	+3.7K	+$319.8K	$2.7M
30	Athena Wealth Management, LLC new	Shares	+3.3K	+$300.9K	$300.9K
31	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-4.2K	+$297.6K	$11.5M
32	Darwin Wealth Management, LLC added	Shares	+3.3K	+$293.1K	$1.6M
33	GATEWAY INVESTMENT ADVISERS LLC added	Shares	+3.2K	+$283.0K	$1.1M
34	MBL Wealth, LLC new	Shares	+3.1K	+$281.8K	$281.8K
35	AA Financial Advisors, LLC new	Shares	+2.9K	+$267.1K	$267.1K
36	Wealth Science Advisors LLC added	Shares	+2.7K	+$245.2K	$258.5K
37	JAMISON PRIVATE WEALTH MANAGEMENT, INC. added	Shares	+2.9K	+$232.5K	$4.3M
38	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+2.5K	+$227.0K	$743.1K
39	Central Pacific Bank - Trust Division new	Shares	+2.5K	+$225.1K	$225.1K
40	GAMMA Investing LLC added	Shares	+2.5K	+$217.1K	$1.3M
41	EWA, LLC new	Shares	+2.3K	+$207.1K	$207.1K
42	PCB Capital LLC new	Shares	+2.2K	+$205.9K	$205.9K
43	Investment Research & Advisory Group, Inc. added	Shares	+2.3K	+$202.6K	$1.2M
44	Balefire, LLC added	Shares	+2.1K	+$189.5K	$948.5K
45	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+2.0K	+$177.0K	$544.9K
46	GUARDIAN INVESTMENT MANAGEMENT added	Shares	+1.6K	+$169.4K	$1.6M
47	SECURIAN ASSET MANAGEMENT, INC trimmed	Shares	-175	+$139.0K	$1.9M
48	Wedmont Private Capital added	Shares	+1.3K	+$137.6K	$573.6K
49	CWA Asset Management Group, LLC added	Shares	+1.5K	+$133.8K	$834.2K
50	Financial Synergies Wealth Advisors, Inc. added	Shares	+1.5K	+$126.4K	$1.0M

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