Who holds KKRticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

KKR & CO INC · COM · quarter ended 2026-03-31 · 11 members disclosed KKR ↗

1,015

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$44.6B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

532

addsholders whose share count rose or who opened the position (new + add), by shares

228

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of KKR ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$4.1B	44,619,932	−924,606	trim
2	VANGUARD CAPITAL MANAGEMENT LLC	$4.1B	44,025,898	—	no prior
3	Capital International Investors	$3.2B	35,134,041	−2,035,891	trim
4	STATE STREET CORP	$2.6B	28,512,850	+140,552	add
5	PRINCIPAL FINANCIAL GROUP INC	$1.8B	19,507,741	+1,261,314	add
6	FMR LLC	$1.7B	18,325,939	−5,355,251	trim
7	WELLINGTON MANAGEMENT GROUP LLP	$1.7B	17,903,185	−9,110,713	trim
8	Capital Research Global Investors	$1.6B	16,779,099	+11,176,837	add
9	GEODE CAPITAL MANAGEMENT, LLC	$1.4B	15,406,141	+410,399	add
10	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$1.3B	14,350,033	−4,302,927	trim
11	BANK OF AMERICA CORP /DE/	$981M	10,601,675	+557,172	add
12	Invesco Ltd.	$924M	9,986,008	+54,158	add
13	VANGUARD PORTFOLIO MANAGEMENT LLC	$923M	9,978,656	—	no prior
14	FIRST MANHATTAN CO. LLC.	$869M	9,394,167	+797,123	add
15	Capital World Investors	$795M	8,591,438	+2,024,769	add
16	MORGAN STANLEY	$784M	8,473,653	+601,385	add
17	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$750M	8,105,578	+1,068,521	add
18	BROWN ADVISORY INC	$558M	6,032,964	−877,396	trim
19	NORTHERN TRUST CORP	$550M	5,949,141	−32,849	trim
20	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$462M	4,991,997	+125,770	add
21	Legal & General Group Plc	$458M	4,947,482	+225,125	add
22	FARALLON CAPITAL MANAGEMENT, L.L.C.	$432M	4,671,800	—	no prior
23	D. E. Shaw & Co., Inc.	$365M	3,944,577	+2,687,909	add
24	VANGUARD FIDUCIARY TRUST CO	$358M	3,871,966	—	no prior
25	Amundi	$345M	3,726,040	+1,472,265	add
26	Temasek Holdings (Private) Ltd	$326M	3,522,797	+2,190,248	add
27	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$315M	3,406,052	+109,229	add
28	UBS Group AG	$312M	3,369,468	+1,664,749	add
29	Bank of New York Mellon Corp	$309M	3,340,610	−94,708	trim
30	ValueAct Holdings, L.P.	$303M	3,279,700	+3,279,700	new
31	AQR CAPITAL MANAGEMENT LLC	$284M	3,067,509	+2,976,947	add
32	BALYASNY ASSET MANAGEMENT L.P.	$270M	2,924,114	+2,403,196	add
33	MILLENNIUM MANAGEMENT LLC	$243M	2,622,000	+2,231,668	add
34	FRANKLIN RESOURCES INC	$241M	2,607,415	+1,274,587	add
35	ROYAL BANK OF CANADA	$216M	2,329,821	−338,353	trim
36	Nuveen, LLC	$210M	2,272,674	−4,051,566	trim
37	WELLS FARGO & COMPANY/MN	$208M	2,250,298	−430,834	trim
38	DEUTSCHE BANK AG\	$199M	2,152,826	+735,404	add
39	CITADEL ADVISORS LLC	$179M	1,937,715	+1,589,867	add
40	DIMENSIONAL FUND ADVISORS LP	$167M	1,804,568	+78,006	add
41	JANE STREET GROUP, LLC	$155M	1,671,086	+1,586,430	add
42	Ensign Peak Advisors, Inc	$152M	1,648,464	−274,098	trim
43	Hudson Way Capital Management LLC	$144M	1,551,801	+267,633	add
44	Vanguard Global Advisers, LLC	$140M	1,513,040	—	no prior
45	Mitsubishi UFJ Asset Management Co., Ltd.	$138M	1,487,379	+110,459	add
46	MARKEL GROUP INC.	$134M	1,451,800	0	no change
47	ALLIANCEBERNSTEIN L.P.	$131M	1,024,750	+266,527	add
48	National Pension Service	$128M	1,384,566	+1,384,566	new
49	Sumitomo Mitsui Trust Group, Inc.	$122M	1,319,916	−69,637	trim
50	HSBC HOLDINGS PLC	$111M	1,199,897	−1,540,571	trim
51	Assenagon Asset Management S.A.	$103M	1,116,042	+477,479	add
52	Unisphere Establishment	$102M	1,100,000	−458,400	trim
53	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$99.9M	1,079,677	+656,195	add
54	Freestone Grove Partners LP	$99.5M	1,075,483	+1,075,483	new
55	VANGUARD ASSET MANAGEMENT, Ltd	$98.7M	1,067,424	—	no prior
56	RHUMBLINE ADVISERS	$96.8M	1,046,365	+3,202	add
57	RAYMOND JAMES FINANCIAL INC	$95.4M	1,031,263	+26,006	add
58	ENVESTNET ASSET MANAGEMENT INC	$93.2M	1,007,901	−750,855	trim
59	Holocene Advisors, LP	$87.6M	947,355	+232,704	add
60	MEITAV INVESTMENT HOUSE LTD	$86.8M	938,212	+346,035	add
61	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$86.6M	936,027	−282,883	trim
62	CITIGROUP INC	$85.5M	924,288	−150,313	trim
63	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$82.3M	889,782	+879,202	add
64	Alecta Tjanstepension Omsesidigt	$68.5M	739,700	+739,700	new
65	AMERICAN CENTURY COMPANIES INC	$67.6M	731,340	−20,919	trim
66	Vident Advisory, LLC	$67.5M	730,169	+108,290	add
67	NEW YORK STATE COMMON RETIREMENT FUND	$67.0M	723,976	0	no change
68	ALGEBRIS (UK) LTD	$66.7M	721,862	+564,759	add
69	BANK OF MONTREAL /CAN/	$65.6M	708,755	−344,612	trim
70	OMERS ADMINISTRATION Corp	$64.4M	695,765	+671,372	add
71	Point72 Asset Management, L.P.	$62.8M	679,040	+414,518	add
72	LPL Financial LLC	$60.5M	654,524	−23,737	trim
73	CANADA PENSION PLAN INVESTMENT BOARD	$59.3M	640,756	−91,573	trim
74	ADAGE CAPITAL PARTNERS GP, L.L.C.	$56.9M	615,000	−5,400	trim
75	Capital International, Inc./CA/	$55.2M	596,593	+77,435	add
76	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$54.7M	591,342	0	no change
77	Mariner, LLC	$54.3M	586,687	+101,066	add
78	WESTFIELD CAPITAL MANAGEMENT CO LP	$51.6M	558,136	+11,637	add
79	AVIVA PLC	$49.6M	536,142	+15,310	add
80	Rockefeller Capital Management L.P.	$48.6M	525,122	+192,429	add
81	Junto Capital Management LP	$48.0M	518,938	+518,938	new
82	NATIONAL BANK OF CANADA /FI/	$47.8M	515,948	−44,958	trim
83	Long Focus Capital Management, LLC	$45.5M	492,000	+492,000	new
84	Private Capital Management, LLC	$42.9M	463,448	+146,470	add
85	ARIEL INVESTMENTS, LLC	$40.6M	439,405	+174,489	add
86	Cerity Partners LLC	$40.6M	438,847	+234,996	add
87	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$40.3M	436,213	+209,081	add
88	Fisher Funds Management LTD	$39.5M	427,156	+36,269	add
89	SEI INVESTMENTS CO	$39.2M	423,929	−606,135	trim
90	Focus Partners Wealth	$39.0M	421,746	+57,840	add
91	APG Asset Management N.V.	$38.3M	477,306	+2,180	add
92	Heron Bay Capital Management	$38.1M	411,671	+307,166	add
93	MFF Capital Investments Ltd	$37.2M	402,289	+103,578	add
94	FACTORY MUTUAL INSURANCE CO	$36.9M	399,000	+21,700	add
95	National Philanthropic Trust	$35.7M	385,927	—	no prior
96	Woodline Partners LP	$35.6M	384,678	+100,235	add
97	HARRIS ASSOCIATES L P	$34.2M	369,815	−378	trim
98	Empower Advisory Group, LLC	$33.2M	359,403	−98,721	trim
99	Shaolin Capital Management LLC	$32.6M	352,000	+352,000	new
100	WESTWOOD HOLDINGS GROUP INC	$32.3M	349,477	−19,179	trim
101	Longaeva Partners L.P.	$32.3M	349,327	+243,982	add
102	Chevy Chase Trust Holdings, LLC	$31.5M	340,670	−9,887	trim
103	STATE OF WISCONSIN INVESTMENT BOARD	$31.4M	339,326	+10,159	add
104	PRUDENTIAL FINANCIAL INC	$31.1M	335,946	−3,758	trim
105	GROUP ONE TRADING LLC	$31.0M	334,894	+329,386	add
106	Corient Private Wealth LLC	$30.6M	331,719	−276,446	trim
107	Pictet Asset Management Holding SA	$30.4M	329,217	−4,740	trim
108	OFI INVEST ASSET MANAGEMENT	$28.8M	359,114	−70,729	trim
109	Zuckerman Investment Group, LLC	$28.6M	309,041	+82,271	add
110	PICTON MAHONEY ASSET MANAGEMENT	$27.9M	302,038	+27,463	add
111	Aberdeen Group plc	$27.5M	297,047	+37,390	add
112	Weiss Asset Management LP	$27.0M	291,505	+291,505	new
113	Vanguard Investments Australia, Ltd.	$26.9M	290,984	—	no prior
114	TD ASSET MANAGEMENT INC	$26.9M	290,606	+9,831	add
115	Universal- Beteiligungs- und Servicegesellschaft mbH	$26.8M	289,632	−59,316	trim
116	Asset Management One Co., Ltd.	$26.8M	289,328	+15,479	add
117	TRB Advisors LP	$26.5M	286,166	+100,000	add
118	Zurcher Kantonalbank (Zurich Cantonalbank)	$26.0M	281,429	+281,429	new
119	TORONTO DOMINION BANK	$25.7M	277,748	−14,137	trim
120	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$24.9M	269,563	−1,156	trim
121	STIFEL FINANCIAL CORP	$24.5M	265,025	−14,182	trim
122	Maestria Partners LLC	$24.4M	264,170	+100,000	add
123	Enstar Group LTD	$24.3M	263,129	0	no change
124	CIBC WORLD MARKET INC.	$24.0M	259,444	+86,970	add
125	RENAISSANCE TECHNOLOGIES LLC	$23.8M	257,350	+257,350	new
126	BNP Paribas Asset Management Holding S.A.	$23.3M	251,464	−12,488	trim
127	Mitsubishi UFJ Trust & Banking Corp	$23.2M	250,757	−4,877	trim
128	SOROS FUND MANAGEMENT LLC	$22.6M	244,691	+244,691	new
129	VICTORY CAPITAL MANAGEMENT INC	$22.6M	244,465	−1,633,717	trim
130	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$22.3M	241,478	+241,478	new
131	OCO Capital Partners, L.P.	$21.7M	235,000	+235,000	new
132	DANSKE BANK A/S	$21.7M	234,668	−5,300	trim
133	BAMCO INC /NY/	$21.6M	233,268	−13,083	trim
134	NOMURA ASSET MANAGEMENT CO LTD	$21.4M	231,415	−194,734	trim
135	Quantinno Capital Management LP	$21.4M	231,319	+5,963	add
136	Capital International Sarl	$21.2M	229,318	+58,144	add
137	DnB Asset Management AS	$21.1M	227,995	−40,207	trim
138	KLP KAPITALFORVALTNING AS	$21.1M	227,600	+1,700	add
139	Tredje AP-fonden	$20.8M	224,465	−413,286	trim
140	Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD	$20.5M	221,259	+105,731	add
141	MOORE CAPITAL MANAGEMENT, LP	$20.1M	217,600	+217,600	new
142	Estuary Capital Management LP	$20.1M	217,370	+217,370	new
143	State of New Jersey Common Pension Fund D	$19.9M	215,521	0	no change
144	PFA Pension, Forsikringsaktieselskab	$19.9M	215,457	+215,457	new
145	OPPENHEIMER & CO INC	$19.8M	214,144	+9,085	add
146	ROYAL LONDON ASSET MANAGEMENT LTD	$19.7M	212,979	+173,591	add
147	Capricorn Fund Managers Ltd	$19.6M	212,000	+212,000	new
148	Mawer Investment Management Ltd.	$19.5M	210,839	+4,591	add
149	Quadrature Capital Ltd	$19.5M	210,470	+210,470	new
150	REGIONS FINANCIAL CORP	$19.0M	205,788	+53,069	add
151	IMC-Chicago, LLC	$18.7M	202,284	+202,284	new
152	TUDOR INVESTMENT CORP ET AL	$18.5M	200,269	+200,269	new
153	CREDIT AGRICOLE S A	$18.3M	197,585	−641,551	trim
154	Lansforsakringar Fondforvaltning AB (publ)	$18.2M	197,252	−2,223	trim
155	Caldwell Investment Management Ltd.	$18.1M	200,000	0	no change
156	PUBLIC SECTOR PENSION INVESTMENT BOARD	$18.1M	195,359	+20,571	add
157	SCHRODER INVESTMENT MANAGEMENT GROUP	$17.9M	197,549	−34,054	trim
158	Walleye Trading LLC	$17.5M	189,280	−11,153	trim
159	Resona Asset Management Co.,Ltd.	$17.4M	189,399	+3,257	add
160	Czech National Bank	$17.3M	186,943	+5,966	add
161	JACKSON HILL ADVISORS, LLC	$17.1M	185,000	+43,000	add
162	Walleye Capital LLC	$17.0M	183,501	+56,096	add
163	Clearbridge Investments, LLC	$16.9M	182,808	−276,267	trim
164	LONE PINE CAPITAL LLC	$16.6M	179,308	−4,821,777	trim
165	STEPHENS INC /AR/	$16.5M	178,038	−3,555	trim
166	Brookstone Capital Management	$16.3M	176,574	+50,795	add
167	LYNWOOD PRICE CAPITAL MANAGEMENT LP	$16.2M	175,000	+35,000	add
168	IEQ CAPITAL, LLC	$16.2M	174,684	+168,467	add
169	Arizona State Retirement System	$15.8M	170,968	−4,153	trim
170	SEB Asset Management AB	$15.8M	170,746	—	no prior
171	Rafferty Asset Management, LLC	$15.8M	170,433	−43,156	trim
172	CIBC Asset Management Inc	$15.7M	169,805	+2,278	add
173	MetLife Investment Management, LLC	$15.5M	167,881	−4,667	trim
174	LEVIN CAPITAL STRATEGIES, L.P.	$15.2M	164,799	+302	add
175	BANK OF NOVA SCOTIA	$15.2M	164,463	−419,648	trim
176	Alpine Global Management, LLC	$15.0M	162,294	+162,294	new
177	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	$14.9M	161,614	+109	add
178	Spinecap SAS	$14.8M	160,400	+160,400	new
179	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$14.8M	159,896	+249	add
180	Badgley Phelps Wealth Managers, LLC	$14.4M	155,354	−2,259	trim
181	SAPIENT CAPITAL LLC	$14.3M	155,087	−194,083	trim
182	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$14.0M	151,675	+53,700	add
183	Creative Planning	$13.8M	149,655	+48,865	add
184	STOREBRAND ASSET MANAGEMENT AS	$13.8M	149,014	—	no prior
185	HighTower Advisors, LLC	$13.6M	147,231	+24,140	add
186	Cetera Investment Advisers	$13.6M	146,922	+121	add
187	COMMERCE BANK	$13.6M	146,724	+132,662	add
188	CIBC Bancorp USA Inc.	$13.5M	146,092	—	no prior
189	Retirement Systems of Alabama	$13.5M	145,767	−242	trim
190	Jain Global LLC	$13.4M	144,693	+144,693	new
191	GoodHaven Capital Management, LLC	$13.3M	143,303	+21,978	add
192	Leonteq Securities AG	$13.2M	142,747	+111,211	add
193	Midwest Trust Co	$13.1M	141,805	+13,816	add
194	Cander Asset Management LP	$13.1M	141,656	+123,482	add
195	ProShare Advisors LLC	$12.8M	138,319	−6,282	trim
196	CAPSTONE INVESTMENT ADVISORS, LLC	$12.8M	138,291	+100,605	add
197	Montaka Global Pty Ltd	$12.3M	133,126	−6,039	trim
198	Sone Capital Management, LLC	$12.3M	133,044	+44,269	add
199	Mirae Asset Global Investments Co., Ltd.	$12.3M	132,568	+10,519	add
200	XPONANCE LLC	$12.3M	132,476	+15,919	add
201	Allianz Asset Management GmbH	$12.2M	131,491	+25,022	add
202	Kestra Advisory Services, LLC	$12.1M	130,447	+8,412	add
203	Varma Mutual Pension Insurance Co	$11.9M	128,327	0	no change
204	IFM Investors Pty Ltd	$11.2M	121,487	+4,634	add
205	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$11.2M	129,586	−4,549	trim
206	CWM, LLC	$11.2M	121,243	+106,982	add
207	GREENWOOD GEARHART LLC	$11.1M	119,819	+8,848	add
208	Cornerstone Advisors, LLC	$11.0M	118,535	0	no change
209	Perennial Advisors, LLC	$10.7M	116,084	+1,596	add
210	USS Investment Management Ltd	$10.7M	116,025	+5,467	add
211	VOYA INVESTMENT MANAGEMENT LLC	$10.7M	116,033	−40	trim
212	COMMONWEALTH EQUITY SERVICES, LLC	$10.6M	114,153	−25,830	trim
213	Waverly Advisors, LLC	$10.5M	113,145	+34,717	add
214	Federation des caisses Desjardins du Quebec	$10.4M	112,805	−11,378	trim
215	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$10.4M	112,397	−133	trim
216	Daiwa Securities Group Inc.	$10.3M	111,554	+5,814	add
217	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$10.3M	111,265	+111,265	new
218	TEACHER RETIREMENT SYSTEM OF TEXAS	$10.3M	111,124	−1,059	trim
219	CAPITAL INTERNATIONAL LTD /CA/	$10.2M	110,270	+27,634	add
220	Utah Retirement Systems	$10.2M	110,257	−1,720	trim
221	OSAIC HOLDINGS, INC.	$10.1M	109,461	−457	trim
222	Private Wealth Partners, LLC	$10.1M	109,465	−235	trim
223	FIFTH THIRD BANCORP	$10.1M	109,001	+83,838	add
224	Greenhaven Road Investment Management, L.P.	$9.9M	106,600	−83,500	trim
225	LOUNTZIS ASSET MANAGEMENT, LLC	$9.7M	105,210	0	no change
226	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$9.6M	104,000	+104,000	new
227	NATIXIS	$9.5M	102,207	+38,071	add
228	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$9.4M	101,824	+2,106	add
229	SCOTIA CAPITAL INC.	$9.3M	100,243	+5,100	add
230	Triavera Capital LLC	$9.2M	99,956	+15,234	add
231	NEOS Investment Management LLC	$9.2M	99,608	+6,327	add
232	Chicago Partners Investment Group LLC	$9.1M	86,283	+11,013	add
233	PALISADE CAPITAL MANAGEMENT, LP	$9.1M	98,738	+7,255	add
234	Mirador Capital Partners LP	$9.1M	98,136	+397	add
235	Korea Investment CORP	$9.0M	97,441	−632,196	trim
236	Rakuten Investment Management, Inc.	$8.9M	98,752	+11,119	add
237	Danica Pension, Livsforsikringsaktieselskab	$8.9M	96,115	+96,115	new
238	Lalia Capital, LLC	$8.9M	96,095	+96,095	new
239	TRUIST FINANCIAL CORP	$8.9M	96,082	+327	add
240	B & T Capital Management DBA Alpha Capital Management	$8.6M	93,482	+21,034	add
241	Texas Yale Capital Corp.	$8.4M	90,791	−3,875	trim
242	SCOPIA CAPITAL MANAGEMENT LP	$8.3M	90,196	−186,624	trim
243	EP Wealth Advisors, LLC	$8.3M	89,792	−9,712	trim
244	Delta Global Management LP	$8.1M	87,400	−18,720	trim
245	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$8.0M	85,994	−24,679	trim
246	Triveni Capital Investments LP	$7.9M	85,491	−5,023	trim
247	Lavaca Capital LLC	$7.8M	84,519	−3,781	trim
248	Lighthouse Investment Partners, LLC	$7.8M	84,204	+78,625	add
249	MYCIO WEALTH PARTNERS, LLC	$7.7M	83,733	+56,083	add
250	Sumitomo Mitsui DS Asset Management Company, Ltd	$7.5M	81,597	+716	add
251	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$7.5M	80,670	+14,723	add
252	NISSAY ASSET MANAGEMENT CORP /JAPAN	$7.4M	80,068	+1,178	add
253	M&G Plc	$7.3M	79,000	+18,000	add
254	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$7.3M	78,672	+138	add
255	MACKENZIE FINANCIAL CORP	$7.3M	78,414	+5,805	add
256	HB Wealth Management, LLC	$7.2M	77,859	−2,564	trim
257	Swedbank AB	$7.1M	77,064	−17,374	trim
258	MERCER GLOBAL ADVISORS INC /ADV	$7.0M	75,593	+39,385	add
259	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$7.0M	75,247	−90	trim
260	Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD	$6.9M	75,120	+36,039	add
261	Lido Advisors, LLC	$6.9M	74,590	−34,397	trim
262	Eurizon Capital SGR S.p.A.	$6.9M	74,418	−5,287	trim
263	B. Metzler seel. Sohn & Co. AG	$6.8M	73,844	+9,869	add
264	CITY OF LONDON INVESTMENT MANAGEMENT CO LTD	$6.8M	73,566	0	no change
265	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$6.8M	73,014	−686	trim
266	Alberta Investment Management Corp	$6.8M	73,000	+61,600	add
267	PINNACLE ASSOCIATES LTD	$6.6M	71,886	−2,121	trim
268	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$6.6M	71,430	+71,430	new
269	&PARTNERS	$6.5M	70,348	+2,471	add
270	IFC Advisors LLC	$6.4M	69,569	+55,035	add
271	Cinctive Capital Management LP	$6.4M	69,119	+69,119	new
272	Orion Porfolio Solutions, LLC	$6.3M	67,908	−1,582	trim
273	ASSETMARK, INC	$6.3M	67,857	−10,596	trim
274	Pinnacle Financial Partners, Inc.	$6.3M	67,697	+317	add
275	TD Waterhouse Canada Inc.	$6.2M	68,417	+31,533	add
276	NISA INVESTMENT ADVISORS, LLC	$6.2M	67,354	−5,694	trim
277	Janus Henderson Group Ltd.	$6.2M	67,213	+12,136	add
278	NewEdge Advisors, LLC	$6.0M	64,649	+64,649	new
279	OP Asset Management Ltd	$5.9M	63,470	—	no prior
280	Sanctuary Advisors, LLC	$5.8M	62,524	−6,201	trim
281	Sterling Investment Advisors, Ltd.	$5.8M	62,492	+62,492	new
282	YOUSIF CAPITAL MANAGEMENT, LLC	$5.7M	61,916	−1,901	trim
283	NORDEA INVESTMENT MANAGEMENT AB	$5.7M	62,942	+1,452	add
284	Empowered Funds, LLC	$5.7M	61,528	+29,991	add
285	SIMPLEX TRADING, LLC	$5.6M	60,647	+60,647	new
286	COBALT CAPITAL MANAGEMENT, INC.	$5.6M	60,000	+60,000	new
287	Swiss Life Asset Management Ltd	$5.5M	59,629	+4,513	add
288	MACQUARIE GROUP LTD	$5.5M	59,463	−222,995	trim
289	UniSuper Management Pty Ltd	$5.4M	58,656	+5,398	add
290	Brevan Howard Capital Management LP	$5.4M	58,652	+58,652	new
291	Triangle Securities Wealth Management	$5.4M	58,407	−921	trim
292	Venture Visionary Partners LLC	$5.4M	58,256	+38,216	add
293	Andra AP-fonden	$5.3M	57,630	+38,530	add
294	Pathstone Holdings, LLC	$5.2M	55,731	+1,835	add
295	Cresset Asset Management, LLC	$5.2M	55,708	+14,326	add
296	US BANCORP \DE\	$5.1M	54,884	−9,287	trim
297	Crescent Park Management, L.P.	$5.0M	54,411	−66,170	trim
298	Privium Fund Management (UK) Ltd	$5.0M	56,000	+56,000	new
299	Candriam S.C.A.	$4.8M	51,439	+2,797	add
300	Summit Financial, LLC	$4.8M	51,409	+567	add
301	QRG CAPITAL MANAGEMENT, INC.	$4.7M	51,099	−2,248	trim
302	Ally Financial Inc.	$4.6M	50,000	+34,000	add
303	Gotham Asset Management, LLC	$4.6M	49,370	−1,850	trim
304	Avanza Fonder AB	$4.5M	48,592	−800	trim
305	Investment Management Corp of Ontario	$4.5M	48,365	−6,984	trim
306	Canal Capital Management, LLC	$4.5M	48,159	+2,406	add
307	Next Capital Management LLC	$4.4M	47,771	+27,498	add
308	MML INVESTORS SERVICES, LLC	$4.4M	47,216	−23,274	trim
309	Integrated Advisors Network LLC	$4.4M	47,064	+18,101	add
310	Coastal Bridge Advisors, LLC	$4.3M	46,823	−1,158	trim
311	EASTERN BANK	$4.3M	46,427	+45,883	add
312	Tidal Investments LLC	$4.3M	46,364	+11,867	add
313	Absolute Gestao de Investimentos Ltda.	$4.3M	46,269	+46,269	new
314	Steward Partners Investment Advisory, LLC	$4.2M	45,792	−4,626	trim
315	ArrowMark Colorado Holdings LLC	$4.2M	45,556	−429	trim
316	Waterfront Wealth Inc.	$4.2M	45,446	+350	add
317	STALEY CAPITAL ADVISERS INC	$4.2M	45,000	0	no change
318	Interval Partners, LP	$4.1M	44,837	−65,830	trim
319	LOUISBOURG INVESTMENTS INC.	$4.1M	56,845	+25,270	add
320	Allspring Global Investments Holdings, LLC	$4.1M	44,653	−416,740	trim
321	JAMISON PRIVATE WEALTH MANAGEMENT, INC.	$4.0M	43,646	+8,181	add
322	Capital Group Private Client Services, Inc.	$4.0M	43,456	−11,889	trim
323	BECK MACK & OLIVER LLC	$4.0M	42,990	−12,230	trim
324	Larson Financial Group LLC	$4.0M	42,923	+2,426	add
325	Norinchukin Bank, The	$3.9M	42,508	+124	add
326	INFRASTRUCTURE CAPITAL ADVISORS, LLC	$3.9M	42,474	+8,528	add
327	Robeco Institutional Asset Management B.V.	$3.9M	42,277	−593	trim
328	HANCOCK WHITNEY CORP	$3.9M	42,241	+7,209	add
329	Parallax Volatility Advisers, L.P.	$3.9M	36,955	+4,266	add
330	MIZUHO SECURITIES USA LLC	$3.8M	41,497	−8,478	trim
331	ABN AMRO INVESTMENT SOLUTIONS	$3.8M	41,431	−2,692	trim
332	Osmosis Investment Management UK Ltd	$3.8M	40,619	+21,399	add
333	LAZARD ASSET MANAGEMENT LLC	$3.7M	40,177	+9,891	add
334	AXON CAPITAL LP	$3.7M	39,900	+39,900	new
335	HARTFORD INVESTMENT MANAGEMENT CO	$3.6M	39,166	−467	trim
336	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$3.6M	38,728	−137,014	trim
337	Samjo Management, LLC	$3.5M	38,245	−30	trim
338	Castleview Partners, LLC	$3.4M	36,761	+16,837	add
339	Concurrent Investment Advisors, LLC	$3.3M	35,989	+16,261	add
340	Northside Capital Management, LLC	$3.3M	35,856	0	no change
341	Elo Mutual Pension Insurance Co	$3.3M	35,446	−23,521	trim
342	INTECH INVESTMENT MANAGEMENT LLC	$3.2M	35,020	+17,783	add
343	EDMOND DE ROTHSCHILD HOLDING S.A.	$3.2M	34,205	−2,549	trim
344	SIH Partners, LLLP	$3.1M	33,983	+33,983	new
345	Maryland State Retirement & Pension System	$3.1M	33,673	0	no change
346	EQUITABLE TRUST CO	$3.1M	33,555	+8,496	add
347	Merit Financial Group, LLC	$3.1M	33,372	+8,163	add
348	Vontobel Holding Ltd.	$3.1M	33,371	+3,390	add
349	Vanguard Personalized Indexing Management, LLC	$3.1M	33,191	+2,882	add
350	Davidson Kahn Capital Management, LLC	$3.0M	32,626	+7,985	add
351	CFM WEALTH PARTNERS LLC	$3.0M	32,470	−3,544	trim
352	GC Wealth Management RIA, LLC	$3.0M	32,007	−1,377	trim
353	AIA Group Ltd	$2.9M	31,833	+12,163	add
354	Meiji Yasuda Asset Management Co Ltd.	$2.9M	31,778	+26,481	add
355	ASR Vermogensbeheer N.V.	$2.9M	31,563	+627	add
356	Poehling Capital Management, INC.	$2.9M	31,559	0	no change
357	Proficio Capital Partners LLC	$2.9M	31,461	+27	add
358	IRIDIAN ASSET MANAGEMENT LLC/CT	$2.9M	31,363	+14,105	add
359	ING GROEP NV	$2.9M	31,244	−505	trim
360	PRINCIPAL SECURITIES, INC.	$2.9M	31,082	−614	trim
361	Crossmark Global Holdings, Inc.	$2.9M	30,927	—	no prior
362	Bleakley Financial Group, LLC	$2.9M	30,823	+2,562	add
363	Mesirow Financial Investment Management, Inc.	$2.8M	30,708	+1,031	add
364	FIRST TRUST ADVISORS LP	$2.8M	30,147	−2,866	trim
365	NOMURA HOLDINGS INC	$2.7M	29,394	−28,179	trim
366	PenderFund Capital Management Ltd.	$2.7M	29,340	+9,600	add
367	BLAIR WILLIAM & CO/IL	$2.7M	29,042	+259	add
368	Grange Capital, LLC	$2.7M	28,946	+14,003	add
369	Wealthfront Advisers LLC	$2.7M	28,874	−28,725	trim
370	Y-Intercept (Hong Kong) Ltd	$2.6M	28,500	−140,269	trim
371	ALPS ADVISORS INC	$2.6M	28,170	+1,630	add
372	MUFG Securities EMEA plc	$2.6M	28,133	0	no change
373	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$2.6M	28,243	+1,132	add
374	CONNABLE OFFICE INC	$2.6M	27,580	+9,090	add
375	TOKIO MARINE ASSET MANAGEMENT CO LTD	$2.5M	27,515	+1,800	add
376	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$2.5M	27,313	−2,051,291	trim
377	Third View Private Wealth, LLC	$2.5M	27,242	+2,719	add
378	BOOTHBAY FUND MANAGEMENT, LLC	$2.5M	27,027	+924	add
379	World Investment Advisors	$2.5M	26,851	−2,541	trim
380	Lingotto Investment Management LLP	$2.5M	26,624	+26,624	new
381	Generali Asset Management SPA SGR	$2.5M	26,591	+14,351	add
382	Select Equity Group, L.P.	$2.5M	26,588	+26,588	new
383	J.W. COLE ADVISORS, INC.	$2.4M	26,470	−100	trim
384	AG2R LA MONDIALE GESTION D'ACTIFS	$2.4M	26,168	+1,394	add
385	Atria Investments, Inc	$2.4M	26,160	−4,597	trim
386	Connor, Clark & Lunn Investment Management Ltd.	$2.4M	26,120	0	no change
387	Equitable Holdings, Inc.	$2.4M	19,794	+4,002	add
388	MAI Capital Management	$2.4M	25,689	+5,067	add
389	BASSWOOD CAPITAL MANAGEMENT, L.L.C.	$2.4M	25,666	0	no change
390	Clearstead Advisors, LLC	$2.3M	24,530	+5,545	add
391	JENNISON ASSOCIATES LLC	$2.3M	24,502	−1,954,386	trim
392	BARR E S & CO	$2.3M	24,425	0	no change
393	FIRST INTERSTATE BANK	$2.2M	24,209	−293	trim
394	Capital Group Investment Management Pte. Ltd.	$2.2M	24,184	+6,075	add
395	BENJAMIN EDWARDS INC	$2.2M	23,997	+2,220	add
396	M&T BANK CORP	$2.2M	23,815	−4,727	trim
397	Metis Global Partners, LLC	$2.2M	23,615	−2,347	trim
398	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$2.1M	23,217	+5,245	add
399	Allen Investment Management, LLC	$2.1M	8,513	−239,851	trim
400	Saudi Central Bank	$2.1M	23,031	+23,031	new
401	LEVEL FOUR ADVISORY SERVICES, LLC	$2.1M	22,911	+7,945	add
402	Focus Partners Advisor Solutions, LLC	$2.1M	22,465	+18,270	add
403	Beacon Pointe Advisors, LLC	$2.1M	22,408	+5,993	add
404	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.0M	21,964	+34	add
405	Compound Planning, Inc.	$2.0M	21,715	+4,111	add
406	SANDERS MORRIS HARRIS LLC	$2.0M	21,553	+21,553	new
407	Stonehage Fleming Financial Services Holdings Ltd	$2.0M	21,436	+2,938	add
408	MISSION WEALTH MANAGEMENT, LP	$2.0M	21,292	+725	add
409	Sequoia Financial Advisors, LLC	$2.0M	21,091	−5,994	trim
410	Siemens Fonds Invest GmbH	$1.9M	20,941	+195	add
411	Summit Trail Advisors, LLC	$1.9M	20,265	−2,830	trim
412	Dai-ichi Life Insurance Company, Ltd	$1.9M	20,216	−9,200	trim
413	Checchi Capital Advisers, LLC	$1.8M	19,744	+932	add
414	North Dakota State Investment Board	$1.8M	19,646	−3,605	trim
415	MONECO ADVISORS, LLC	$1.8M	19,631	−466	trim
416	Banque Cantonale Vaudoise	$1.8M	19,441	+4,441	add
417	Southeast Asset Advisors, LLC	$1.8M	19,327	−1,670	trim
418	Pinnacle Wealth Planning Services, Inc.	$1.8M	19,040	+18,203	add
419	MUFG SECURITIES AMERICAS INC.	$1.8M	18,993	+503	add
420	SECURIAN ASSET MANAGEMENT, INC	$1.7M	18,562	−100	trim
421	RDA Financial Network	$1.7M	18,351	−564	trim
422	Squarepoint Ops LLC	$1.7M	18,247	−795,044	trim
423	HUB Investment Partners, LLC	$1.7M	18,101	−5,955	trim
424	Morningstar Investment Management LLC	$1.7M	18,053	+1,706	add
425	RiverPark Advisors, LLC	$1.6M	17,659	+1,912	add
426	FRANKLIN STREET ADVISORS INC /NC	$1.6M	17,547	0	no change
427	Lombard Odier Asset Management (Switzerland) SA	$1.6M	17,527	0	no change
428	Wilmington Savings Fund Society, FSB	$1.6M	17,469	+218	add
429	Man Group plc	$1.6M	17,239	−30,685	trim
430	Cordoba Advisory Partners LLC	$1.6M	17,259	+314	add
431	LB Partners LLC	$1.6M	17,100	0	no change
432	Cross Staff Investments Inc	$1.6M	16,876	−361	trim
433	Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.	$1.5M	16,657	+6,883	add
434	CITIZENS & NORTHERN CORP	$1.5M	16,365	+2,197	add
435	FULTON BANK, N.A.	$1.5M	16,052	+2,964	add
436	Vise Technologies, Inc.	$1.5M	11,552	0	no change
437	GUARDIAN INVESTMENT MANAGEMENT	$1.5M	14,584	+3,706	add
438	Lansing Street Advisors	$1.5M	15,697	−91	trim
439	HBK Sorce Advisory LLC	$1.4M	13,813	−28	trim
440	Uniting Wealth Partners, LLC	$1.4M	15,300	+7,000	add
441	Allworth Financial LP	$1.4M	15,216	+6,740	add
442	Prospera Financial Services Inc	$1.4M	15,100	+9,249	add
443	NewEdge Wealth, LLC	$1.4M	14,996	−9,386	trim
444	Essex Financial Services, Inc.	$1.4M	14,921	−396	trim
445	STABLEFORD CAPITAL II LLC	$1.4M	14,838	+14,838	new
446	Zhang Financial LLC	$1.4M	14,835	−1,378	trim
447	Yelin Lapidot Holdings Management Ltd.	$1.4M	14,827	0	no change
448	COOPER INVESTORS PTY LTD	$1.3M	14,513	−13,190	trim
449	Darwin Wealth Management, LLC	$1.3M	14,484	+4,296	add
450	Avior Wealth Management, LLC	$1.3M	14,358	+4,271	add
451	TFR Capital, LLC.	$1.3M	14,127	+37	add
452	FEDERATED HERMES, INC.	$1.3M	13,958	−72,439	trim
453	FINANCIAL MANAGEMENT NETWORK INC	$1.3M	13,759	−1,084	trim
454	WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV	$1.3M	13,790	+5	add
455	GUGGENHEIM CAPITAL LLC	$1.3M	13,768	−2,348	trim
456	Choate Investment Advisors	$1.3M	13,761	−200	trim
457	CANANDAIGUA NATIONAL CORP	$1.3M	13,684	—	no prior
458	United Bank	$1.3M	13,617	+3,848	add
459	CastleKnight Management LP	$1.3M	13,600	+13,600	new
460	DAVENPORT & Co LLC	$1.3M	13,591	+7,677	add
461	Sivia Capital Partners, LLC	$1.3M	13,533	+11,540	add
462	KEYBANK NATIONAL ASSOCIATION/OH	$1.2M	13,508	−1,331	trim
463	EVERGREEN CAPITAL MANAGEMENT LLC	$1.2M	13,497	+10,487	add
464	Meiji Yasuda Life Insurance Co	$1.2M	13,338	+5,460	add
465	TEMA ETFS LLC	$1.2M	13,197	+218	add
466	CAISSE DES DEPOTS ET CONSIGNATIONS	$1.2M	13,040	+9,123	add
467	Cushing Capital Partners, LLC	$1.2M	13,029	−643	trim
468	Aquatic Capital Management LLC	$1.2M	12,989	+12,989	new
469	Apollon Wealth Management, LLC	$1.2M	12,893	−6,350	trim
470	Greenline Partners, LLC	$1.2M	12,783	0	no change
471	MYDA Advisors LLC	$1.2M	12,700	+12,700	new
472	NICOLET BANKSHARES INC	$1.2M	12,721	+12,721	new
473	Ascent Group, LLC	$1.2M	12,604	−1,618	trim
474	Linscomb Wealth, Inc.	$1.2M	12,453	+5,453	add
475	VCI Wealth Management LLC	$1.2M	12,452	−6,101	trim
476	Snowden Capital Advisors LLC	$1.2M	12,444	+2,200	add
477	AE Wealth Management LLC	$1.1M	12,324	−125,912	trim
478	CHOREO, LLC	$1.1M	12,281	−5,646	trim
479	Independent Advisor Alliance	$1.1M	12,254	−4,588	trim
480	Cove Private Wealth, LLC	$1.1M	12,015	−8,112	trim
481	Buckland Partners Management Co LLC	$1.1M	12,000	0	no change
482	Callan Family Office, LLC	$1.1M	11,874	−8,086	trim
483	TOWNSQUARE CAPITAL LLC	$1.1M	11,577	+5,270	add
484	Byrne Asset Management LLC	$1.1M	11,422	−6,377	trim
485	Northwest & Ethical Investments L.P.	$1.1M	11,583	+421	add
486	Winthrop Partners - WNY, LLC	$1.1M	11,378	+15	add
487	Portfolio Design Labs, LLC	$1.1M	11,372	+1,500	add
488	BRADLEY FOSTER & SARGENT INC/CT	$1.0M	11,335	−1,765	trim
489	QVT Financial LP	$1.0M	11,245	+11,245	new
490	Chemistry Wealth Management LLC	$1.0M	11,242	+4	add
491	Clear Harbor Asset Management, LLC	$1.0M	11,229	+1,100	add
492	Westover Capital Advisors, LLC	$1.0M	11,130	0	no change
493	Segment Wealth Management, LLC	$1.0M	10,994	+215	add
494	DAYMARK WEALTH PARTNERS, LLC	$1.0M	10,904	+1,501	add
495	Wernau Asset Management Inc.	$1.0M	10,877	+104	add
496	Trueblood Wealth Management, LLC	$1.0M	10,873	−127	trim
497	ELEMENT POINTE ADVISORS, LLC	$999K	10,805	0	no change
498	Avalon Trust Co	$999K	10,801	−1,500	trim
499	Steadtrust LLC	$999K	10,800	0	no change
500	Private Advisor Group, LLC	$997K	10,779	−5,561	trim

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · KKR

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Alan Armstrong R–OK $1K–$15K
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 4 ValueAct Holdings, Soros Fund Management, Moore Capital Management, Tudor Investment Corp $365M held
Trimming: 3 Lone Pine Capital, Gotham Asset Management, Bridgewater Associates $21.8M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · KKR & CO INC

Merged timeline of congressional filings and notable-manager moves on KKR
Date	Who	Change	Size
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-05-15	ValueAct Holdings 13F	new	+3,279,700 sh
2026-05-15	Soros Fund Management 13F	new	+244,691 sh
2026-05-15	Moore Capital Management 13F	new	+217,600 sh
2026-05-15	Tudor Investment Corp 13F	new	+200,269 sh
2026-05-15	Lone Pine Capital 13F	trim	−4,821,777 sh
2026-05-15	Gotham Asset Management 13F	trim	−1,850 sh
2026-05-15	Bridgewater Associates 13F	trim	−39,945 sh

8 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

11 members of Congress disclosed KKR — the congressional view ↗