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Kkr & Co shares owned by Summit Financial

Quarter-by-quarter ownership of Kkr & Co (KKR) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in Kkr & Co

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All positions including Kkr & Co held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Kkr & Co by Summit Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $344k 3.4k 100.58
2023-12-31 $306k 3.7k 82.85
2023-09-30 $206k 3.3k 61.60
2021-12-31 $246k 3.3k 74.50
2021-09-30 $201k 3.3k 60.88

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Top funds holding Kkr & Co

Vanguard Group
Principal Financial Group
Harris Associates L.P
Akre Capital Management
Wellington Management Company
Massachusetts Financial Services
Millennium Management
Brown Advisory Holdings Incorporated
Bank of America Corporation
Norges Bank Investment Management
Lone Pine Capital
Diamond Hill Capital Management
ValueAct Holdings
Legal & General Group
Citadel Advisors

View all funds holding Kkr & Co