Dimensional Fund Advisors
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Dimensional Fund Advisors’s KKR & Co KKR Stock Holding History

Dimensional Fund Advisors’s Portfolio KKR Stock Details KKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$179M Buy
1,946,405
+141,837
+8% +$13.8M 0.03% 744
2026
Q1 		$167M Buy
1,804,568
+78,006
+5% +$8.22M 0.03% 703
2025
Q4 		$220M Buy
1,726,562
+81,053
+5% +$10.1M 0.05% 505
2025
Q3 		$214M Buy
1,645,509
+51,239
+3% +$7.27M 0.05% 501
2025
Q2 		$212M Buy
1,594,270
+27,724
+2% +$3.25M 0.05% 471
2025
Q1 		$181M Buy
1,566,546
+16,834
+1% +$2.32M 0.05% 532
2024
Q4 		$229M Buy
1,549,712
+900
+0.1% +$132K 0.06% 406
2024
Q3 		$202M Sell
1,548,812
-4,505
-0.3% -$533K 0.05% 482
2024
Q2 		$163M Buy
1,553,317
+364,141
+31% +$37.1M 0.04% 559
2024
Q1 		$120M Sell
1,189,176
-50,735
-4% -$4.67M 0.03% 809
2023
Q4 		$103M Buy
1,239,911
+58,027
+5% +$3.93M 0.03% 883
2023
Q3 		$72.8M Buy
1,181,884
+2,552
+0.2% +$155K 0.02% 1050
2023
Q2 		$66M Buy
1,179,332
+11,819
+1% +$619K 0.02% 1158
2023
Q1 		$61.3M Buy
+1,167,513
New +$62.7M 0.02% 1171
2022
Q3 		$58.2M Buy
1,353,249
+12,128
+0.9% +$613K 0.02% 1098
2022
Q2 		$62.1M Sell
1,341,121
-16,182
-1% -$849K 0.02% 1101
2022
Q1 		$79.4M Buy
1,357,303
+7,332
+0.5% +$462K 0.02% 1022
2021
Q4 		$101M Buy
1,349,971
+9,338
+0.7% +$689K 0.03% 882
2021
Q3 		$81.6M Buy
1,340,633
+33,865
+3% +$2.13M 0.03% 997
2021
Q2 		$77.4M Buy
1,306,768
+99,591
+8% +$5.53M 0.02% 1068
2021
Q1 		$59M Sell
1,207,177
-24,589
-2% -$1.1M 0.02% 1298
2020
Q4 		$49.9M Buy
1,231,766
+35,426
+3% +$1.34M 0.02% 1373
2020
Q3 		$41.1M Buy
1,196,340
+5,813
+0.5% +$203K 0.02% 1360
2020
Q2 		$36.8M Buy
1,190,527
+488,224
+70% +$13.1M 0.02% 1466
2020
Q1 		$16.5M Buy
702,303
+407,630
+138% +$11.7M 0.01% 1865
2019
Q4 		$8.6M Buy
294,673
+56,611
+24% +$1.61M ﹤0.01% 2407
2019
Q3 		$6.39M Buy
238,062
+145,229
+156% +$3.83M ﹤0.01% 2517
2019
Q2 		$2.35M Buy
+92,833
New +$2.22M ﹤0.01% 2862

Other funds holding KKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Dimensional Fund Advisors's KKR Position: Q2 2026 in Review

Dimensional Fund Advisors increased its KKR & Co (KKR) stake by 7.9% in Q2 2026, buying an estimated $13.8M and bringing the position to 1,946,405 shares worth $179M. The position accounts for 0.03% of the portfolio, ranked #744.

Dimensional Fund Advisors first reported a position in KKR in Q2 2019 and has held it in 28 quarters since. The position peaked at $229M in Q4 2024. 1,283 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Dimensional Fund Advisors held 1,946,405 shares of KKR & Co worth $179M as of Q2 2026.
  • Dimensional Fund Advisors bought 141,837 KKR & Co shares in Q2 2026, an estimated $13.8M.
  • KKR & Co made up 0.03% of Dimensional Fund Advisors's portfolio in Q2 2026, its #744 holding.
  • Dimensional Fund Advisors first reported a position in KKR & Co in Q2 2019 and has held it in 28 quarters since.
  • Dimensional Fund Advisors's KKR & Co position peaked at $229M in Q4 2024.
  • 1,283 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Dimensional Fund Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.