Filing Research | KKR & CO INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

10 / 10 loaded

#		Instrument	quantity
1	CREDIT INDUSTRIEL ET COMMERCIAL	Shares	150.0KSH	$5.9M
2	RATIONAL ADVISORS, INC.	Shares	69.8KSH	$2.8M
3	LAFFER TENGLER INVESTMENTS, INC.	Shares	59.8KSH	$2.4M
4	INDEPENDENT FINANCIAL GROUP, LLC	Shares	52.4KSH	$2.1M
5	AEGON USA Investment Management, LLC	Shares	37.4KSH	$1.5M
6	Formidable Asset Management, LLC	Shares	28.4KSH	$1.1M
7	Central Pacific Bank - Trust Division	Shares	10.7KSH	$426.6K
8	Future Financial Wealth Managment LLC	Shares	8.3KSH	$348.0K
9	Farther Finance Advisors, LLC	Shares	590SH	$23.5K
10	LANARK FINANCIAL, INC.	Shares	215SH	$8.6K

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

11 / 11 loaded

#		Instrument
1	CREDIT INDUSTRIEL ET COMMERCIAL unchanged	Shares	0	+$5.8M	$5.9M
2	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+52.4K	+$2.1M	$2.1M
3	Formidable Asset Management, LLC added	Shares	+19.7K	+$692.4K	$1.1M
4	Future Financial Wealth Managment LLC added	Shares	+1.0K	+$27.4K	$348.0K
5	LANARK FINANCIAL, INC. new	Shares	+215	+$8.6K	$8.6K
6	Central Pacific Bank - Trust Division unchanged	Shares	0	-$4.0K	$426.6K
7	Farther Finance Advisors, LLC trimmed	Shares	-200	-$7.8K	$23.5K
8	RATIONAL ADVISORS, INC. unchanged	Shares	0	-$25.8K	$2.8M
9	AEGON USA Investment Management, LLC unchanged	Shares	0	-$31.0K	$1.5M
10	LAFFER TENGLER INVESTMENTS, INC. trimmed	Shares	-935	-$63.8K	$2.4M
11	Context Capital Management, LLC exited	Shares	-250.0K	-$10.1M	$0

Filing Research | KKR & CO INC Institutional Holdings