UIM
KKR icon

USS Investment Management’s KKR & Co KKR Stock Holding History

USS Investment Management’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
Q1 		$10.7M Buy
116,025
+5,467
+5% +$576K 0.04% 224
2025
Q4 		$14.1M Buy
110,558
+250
+0.2% +$31.1K 0.07% 165
2025
Q3 		$14.3M Hold
110,308
– – 0.07% 165
2025
Q2 		$14.7M Hold
110,308
– – 0.09% 149
2025
Q1 		$12.8M Hold
110,308
– – 0.09% 159
2024
Q4 		$16.3M Sell
110,308
-20,929
-16% -$3.07M 0.11% 142
2024
Q3 		$17.1M Sell
131,237
-6,051
-4% -$716K 0.12% 137
2024
Q2 		$14.5M Buy
137,288
+2,564
+2% +$261K 0.12% 147
2024
Q1 		$13.5M Sell
134,724
-6,144
-4% -$565K 0.11% 152
2023
Q4 		$11.7M Buy
140,868
+236
+0.2% +$16K 0.1% 160
2023
Q3 		$8.66M Buy
140,632
+1,790
+1% +$109K 0.09% 208
2023
Q2 		$7.78M Hold
138,842
– – 0.09% 241
2023
Q1 		$7.29M Sell
138,842
-4,240
-3% -$228K 0.1% 238
2022
Q4 		$6.64M Buy
143,082
+4,771
+3% +$233K 0.09% 256
2022
Q3 		$5.95M Sell
138,311
-4
-0% -$202 0.09% 257
2022
Q2 		$6.41M Sell
138,315
-7,374
-5% -$387K 0.06% 319
2022
Q1 		$8.52M Buy
145,689
+15,079
+12% +$949K 0.07% 302
2021
Q4 		$9.73M Hold
130,610
– – 0.07% 272
2021
Q3 		$7.95M Buy
130,610
+114,610
+716% +$7.2M 0.07% 309
2021
Q2 		$948K Hold
16,000
– – 0.01% 533
2021
Q1 		$782K Hold
16,000
– – 0.01% 533
2020
Q4 		$648K Hold
16,000
– – 0.01% 539
2020
Q3 		$549K Buy
16,000
+2,496
+18% +$87.3K 0.01% 539
2020
Q2 		$417K Buy
+13,504
New +$363K ﹤0.01% 567

Other funds holding KKR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

USS Investment Management's KKR Position: Q1 2026 in Review

USS Investment Management increased its KKR & Co (KKR) stake by 4.9% in Q1 2026, buying an estimated $576K and bringing the position to 116,025 shares worth $10.7M. The position accounts for 0.04% of the portfolio, ranked #224.

USS Investment Management first reported a position in KKR in Q2 2020 and has held it in 24 quarters since. The position peaked at $17.1M in Q3 2024. 1,276 funds tracked by Wall St. Rank hold KKR as of Q1 2026.

  • USS Investment Management held 116,025 shares of KKR & Co worth $10.7M as of Q1 2026.
  • USS Investment Management bought 5,467 KKR & Co shares in Q1 2026, an estimated $576K.
  • KKR & Co made up 0.04% of USS Investment Management's portfolio in Q1 2026, its #224 holding.
  • USS Investment Management first reported a position in KKR & Co in Q2 2020 and has held it in 24 quarters since.
  • USS Investment Management's KKR & Co position peaked at $17.1M in Q3 2024.
  • 1,276 funds tracked by Wall St. Rank held KKR & Co as of Q1 2026.

Based on USS Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.