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KKR & Co

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.02B +$705M +39,675,214 +247%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$742M +$5.1M +286,964 +0.7%
Capital Research Global Investors
3
Capital Research Global Investors
California
$303M +$44.4M +2,500,000 +18%
LA
4
Lexington Advisors
New York
$231M -$10.7M -603,935 -5%
Bank of America
5
Bank of America
North Carolina
$193M -$4.75M -267,248 -2%
PI
6
Putnam Investments
Massachusetts
$181M -$965K -54,291 -0.5%
BGIM
7
Brandywine Global Investment Management
Pennsylvania
$168M +$22.7M +1,276,703 +16%
AI
8
Ariel Investments
Illinois
$159M -$28.9M -1,624,362 -16%
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$140M +$16.6M +933,031 +14%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$127M -$47.6M -2,677,012 -28%
Citigroup
11
Citigroup
New York
$125M -$49.1M -2,763,927 -29%
EAM
12
Edge Asset Management
Washington
$123M +$2.93M +164,947 +3%
AIM
13
Artemis Investment Management
United Kingdom
$96.9M +$8.13M +457,463 +9%
BC
14
Brookfield Corp
Ontario, Canada
$91.6M -$26.1M -1,471,700 -23%
KKRC
15
Kohlberg Kravis Roberts & Co
New York
$85.1M
Goldman Sachs
16
Goldman Sachs
New York
$84.7M +$3.74M +210,238 +5%
SAMH
17
Shanda Asset Management Holdings
British Virgin Islands
$84.3M
UBS Group
18
UBS Group
Switzerland
$84.1M -$9.15M -514,766 -10%
O
19
OppenheimerFunds
New York
$72.7M -$1.45M -81,600 -2%
Wells Fargo
20
Wells Fargo
California
$63M +$2.26M +127,050 +4%
Deutsche Bank
21
Deutsche Bank
Germany
$59.8M -$26.5M -1,490,862 -31%
AllianceBernstein
22
AllianceBernstein
Tennessee
$49.4M +$48.2M +2,710,298 New
Principal Financial Group
23
Principal Financial Group
Iowa
$48.5M -$277K -15,615 -0.6%
CFM
24
Coronation Fund Managers
South Africa
$44.7M -$5.91M -332,459 -12%
DAM
25
Davis Asset Management
California
$42.4M +$444K +25,000 +1%