Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s KKR & Co KKR Stock Holding History

Sumitomo Mitsui Trust Group’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 		$120M Sell
1,307,078
-12,838
-1% -$1.25M 0.07% 261
2026
Q1 		$122M Sell
1,319,916
-69,637
-5% -$7.34M 0.08% 238
2025
Q4 		$177M Sell
1,389,553
-50,097
-3% -$6.23M 0.1% 177
2025
Q3 		$187M Buy
1,439,650
+21,853
+2% +$3.1M 0.11% 175
2025
Q2 		$189M Buy
1,417,797
+22,599
+2% +$2.65M 0.12% 166
2025
Q1 		$161M Buy
1,395,198
+5,307
+0.4% +$730K 0.11% 182
2024
Q4 		$206M Buy
1,389,891
+16,574
+1% +$2.43M 0.14% 146
2024
Q3 		$179M Buy
1,373,317
+12,188
+0.9% +$1.44M 0.12% 166
2024
Q2 		$143M Sell
1,361,129
-5,870
-0.4% -$598K 0.11% 191
2024
Q1 		$137M Sell
1,366,999
-9,949
-0.7% -$915K 0.09% 222
2023
Q4 		$114M Sell
1,376,948
-45,925
-3% -$3.11M 0.08% 247
2023
Q3 		$87.6M Sell
1,422,873
-33,063
-2% -$2.01M 0.07% 300
2023
Q2 		$81.5M Sell
1,455,936
-84,510
-5% -$4.43M 0.06% 327
2023
Q1 		$80.9M Sell
1,540,446
-8,577
-0.6% -$460K 0.06% 352
2022
Q4 		$71.9M Sell
1,549,023
-15,323
-1% -$747K 0.06% 388
2022
Q3 		$67.3M Buy
1,564,346
+15,748
+1% +$796K 0.06% 392
2022
Q2 		$71.7M Sell
1,548,598
-160,814
-9% -$8.44M 0.06% 393
2022
Q1 		$99.9M Sell
1,709,412
-110,338
-6% -$6.95M 0.07% 324
2021
Q4 		$136M Buy
1,819,750
+362,078
+25% +$26.7M 0.08% 259
2021
Q3 		$88.7M Sell
1,457,672
-59,492
-4% -$3.74M 0.06% 370
2021
Q2 		$89.9M Sell
1,517,164
-99,514
-6% -$5.52M 0.05% 378
2021
Q1 		$79M Buy
1,616,678
+8,621
+0.5% +$386K 0.05% 405
2020
Q4 		$65.1M Sell
1,608,057
-238,607
-13% -$9.02M 0.04% 438
2020
Q3 		$63.4M Sell
1,846,664
-200,646
-10% -$7.02M 0.04% 429
2020
Q2 		$63.2M Sell
2,047,310
-917,898
-31% -$24.7M 0.04% 426
2020
Q1 		$69.6M Buy
2,965,208
+1,104,824
+59% +$31.7M 0.06% 351
2019
Q4 		$54.3M Buy
1,860,384
+36,587
+2% +$1.04M 0.04% 442
2019
Q3 		$49M Sell
1,823,797
-14,764
-0.8% -$389K 0.04% 450
2019
Q2 		$46.5M Sell
1,838,561
-42,465
-2% -$1.02M 0.04% 459
2019
Q1 		$44.2M Buy
+1,881,026
New +$42.8M 0.04% 467

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

Sumitomo Mitsui Trust Group's KKR Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its KKR & Co (KKR) stake by 0.97% in Q2 2026, selling an estimated $1.25M and leaving 1,307,078 shares worth $120M. The position accounts for 0.07% of the portfolio, ranked #261.

Sumitomo Mitsui Trust Group first reported a position in KKR in Q1 2019 and has held it in 30 quarters since. The position peaked at $206M in Q4 2024. 1,281 funds tracked by Wall St. Rank hold KKR as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 1,307,078 shares of KKR & Co worth $120M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 12,838 KKR & Co shares in Q2 2026, an estimated $1.25M.
  • KKR & Co made up 0.07% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #261 holding.
  • Sumitomo Mitsui Trust Group first reported a position in KKR & Co in Q1 2019 and has held it in 30 quarters since.
  • Sumitomo Mitsui Trust Group's KKR & Co position peaked at $206M in Q4 2024.
  • 1,281 funds tracked by Wall St. Rank held KKR & Co as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.